Error: "Please ensure that the shipping_address has less than 100 characters"
I want to populate the Shipping Address of an invoice with these values: address_map = Map(); address_map.put("attention", trim(address_list_value.get(0))); address_map.put("street", trim(address_list_value.get(1))); address_map.put("street2", trim(address_list_value.get(2)));Syncing CRM and Books
I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM. When I do this in Books, I get to the point where I have to pick the "Organization"Bill quantity received / PO quantity
PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO to save the bill. It would be nice if we didn't have to go through this tedious PO adjustment & be able to accept any differences in the bill entry (option to close the relevant line of the PO or to leave any remainder as open if bill qty is less thanPartially received PO items to partial bill
What is the procedure in Zoho Books to receive a partial PO fulfillment (say I only get 3 of 5 items I ordered), and copy that to a bill. Also, when I do get the other 2 items I want to then close out the PO and create another bill. A similar questionWhat if buyer and consignee are different?
Hi, I would like to know how to create invoices by seller if buyer(payer) is different from consignee(third party from another country) Create bill of lading etcItem/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great featureCurrency for Petty Cash
Currencies for Petty Cash should be availableCalculations in item custom field
Dear Sirs, Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,problem with the price lists and quantity decimal
Hello, we have a problem with the price lists! The problem is that we have quantities with decimals (5.45 km, 3.61 m). But price lists do not support commas between quantities. Ex: from 1 to 3 = 20€ / from 4 to 6 = 18€ / from 7 to 10 = 15€ the problemAttributeError: 'str' object has no attribute 'get' in django
I'm having this error while connecting my Django project with Zoho Books via API. From the first function, page will redirect to another URL on that URL an Authorization Code will be there in URL parameter so I need to access the code in the next functionMulti-currencies in Zoho Books
I'd like to request multiple currencies in Zoho Books. I have customers paying in USD, CAD, CNY. I need to bill customers in these currencies too. I can set up a base currency, and then set up a exchange-rate table to convert these currencies.bank fee when tried to record a payment for a bill
I am wondering if there is a way to record the bank fee when we do the T/T wire to a supplier. Let's say the bill is 200 USD, and we have to wire 10 dollars more to cover the bank fee on supplier's end, thus making the actual payment 210. I do not want to add this additional 10 dollars as an line item in Bill. Is there a proper way to do this in Zoho Books? Thank youCategorization rules misdesign
If you're bulk categorizing and you do a manual categorization, Books auto-creates a new categorization rule. When you save that rule it runs the rule against your transactions and creates the "Recognized" transactions list from the rule matches. YouCompound Taxes in Australian version
Hey guys, I deal heavily in WET tax which is compound taxed by GST. Currently the Australian version of Zoho Books does not allow this feature and I have to include WET in my COGS which throws my P&L reports completely. Can you please simply include thisI need Zoho Books to integrate with our Shopify store!
In addition to our local business we have a store online through Shopify. We have to manually setup a new customer and record the sale in Zoho. Is there an integration in the works that will capture the Shopify data so we are not falling behind withPlease add organisation id to invoice link, and switch to proper organisation
I have serveral organiations to manage. Each time customer support sends me a link to an invoice, it looks like this: https://books.zoho.com/app#/invoices/1673423000xxxxxxxxx?filter_by=Status.Unpaid&per_page=200&sort_column=created_time&sort_order=A IfZOHO CRM Opportunity "Closed Won", to create a ZOHO BOOKS Sale Order instead of an invoice
Dear Sirs, When I select an Opportunity to "Closed Won", Zoho CRM, creates an invoice in Zoho Books. Please, any advice, to create a Sales order instead an invoice in Zoho Books? (when I select "Closed Won"). Thanks, GonzaloHow can list invoices from a customview through API?
I can do it listing sales orders, but with invoices adding customview_id in the URL does not workWant to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? RoyCan Books (and Inventory) darken the rows for voided documents?
I find myself wanting there to be an overt and clearly unmistakable indication (e.g. a notably darker background) to show that a document has been voided in the system so that I can disregard the row entirely without it any more attention than would otherwiseShow my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .Contact Name is Books from CRM
Hi, Is there a way that I can put the attention name in books estimate and invoices with the contact name of my deals in CRM?Chase bank feeds - STILL BROKEN
This is a couple days short of a month. Of course, Zoho blames Yodelee, who blames Chase... It's a sign that in fact, Zoho doesn't really care. There are other bank feeds available (Plaid, for example), and not having a Plan B for the customers of BooksRecurring Expense OR Recurring Bill
I see multiple topics from years ago (when there was no "Recurring Bill" yet) and also articles in KB to say the difference between Bills and Expenses. But now that we have "Recurring Bill", I'm a little bit confused. What is the suggested category tozoho books branch
Hi team The branch feature in books premium is not having an option to add users who are restricted to particular branch only. So when we can expect those updates ?HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling priceLate fees in Zoho Books
I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late feesPrepayment of a sales order
How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, whichZoho books "Custom Reports"
I see this below but have no means to do this. Anyone using this feature? 26 July 2021 Custom Reports You can now create your own report and customise it according to your preferences. The newly created custom report will be displayed under the CustomAdding Manual Journal entries for Account Payable and Receivable.
Hello, We are new user of Zoho. We are migrating from Sage to Zoho and i added opening balance of Accounts payable as per previous years. When i tried to add journal entries of account payable in zoho i got message that i cant add by manually. I alreadyHow to send invoices to 2 emails?
Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.Disable Customer Vendor Portals
Hi, is there a way to disable the customer and Vendor Portals in the system. We have seen the option to not enable this when creating Customers and Vendors. However, we want to disable this across the board so that it is not turned on by mistake. Is thiscsv upload of mileage (UK)
Hi the help files aren't very detailed on uploading csv files for bulk expenses. I'm getting there very slowly with trial and error, but the system only tells me one reason it hasn't accepted the data each time, so I have to fix one thing and try again.No Qonto (bank) integration ?
Hi, I was trying to integrate my Qonto bank account into Zoho Books and I discovered that this integration seems to not be possible for the moment. I'm surprised because it's widely used here in France (more than 20 000 clients). Is this planned to beWährungszeichen bei benutzerdefinierten Feldern vs. Standard-Währungsfelder
Wir legen in den Einstellungen eines Artikels ein benutzerdefiniertes Feld m Typ "Währung" an. Dieses Feld wird z.B. in den PDF´s ausgegeben. Da bei diesen Felder nun das Währungszeichen mit ausgegeben wird, müssen diese Felder Editor (PDF) breiter formatiertHow do I programmatically set the payment_options?
Here is the value of payment_options/payment gateway json from a manually created invoice. The payment options works. What is the syntax to set these programatically? "payment_options": { "payment_gateways": [ "{\"configured\":true,\"can_show_billing_address\":false,\"additional_field1\":\"standard\",\"is_bank_account_applicable\":false,\"can_pay_using_new_card\":true,\"gateway_name\":\"paypal\"}",Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment
For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.'Contacts' menu item not showing up in the left pane or under Preferences - how do I enable it?
'Contacts' menu item not showing up in the left pane or under Preferences - how do I enable it?How do I change the account bank charges are charged to?
I want bank charges charged to my Credit Card Fees account. Is there a way to do this?Analytics + Reporting for Zoho Books Custom Modules
I don't see an option for creating reports with Zoho Books custom module data, either in the Books 'Reports' tab itself or in the sync with Zoho Analytics. I know that Books custom modules is still in 'Beta'. Is this something that will be available inNext Page
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Zoho Books: Product Updates - July 2022
Hey Customers, The primary focus of Zoho Books has been to release new features and enhancements that'll help improve your accounting experience. This time around, in addition to releasing new features, we've also worked with Yodlee, our banking feedsWhat's New this May 2020 in Zoho Books.
Hello Users! The COVID-19 pandemic has affected every aspect of life and has made it a challenge for many to run their businesses smoothly. To help such businesses in need, we came up with a few relief initiatives. At Zoho, as many of you already know, we are working Working remotely to ensure that our employees are safe and to provide you with uninterrupted service. We have been working constantly to enhance our product and to give you the best accounting experience. Here are the most importantWhat's New in Zoho Books - June 2022
Hello users, We hope you are doing well. We at Zoho Books are constantly trying to enhance the app and bring in new features to meet your accounting needs. To achieve this, we are back with yet another set of updates to Zoho Books. Before we dive inWhat's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning InitiallyWhat's New in Zoho Books - May 2022
Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send credit
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Bank Feeds - Saying Updated, Actually Not
My bank feeds across the board are saying that they're updated as of today, but they haven't actually updated since the last time I did it manually (by clicking refresh feed, not a manual import of a file). I don't mind terribly having to press the refreshButton to create a sales order from a deal in Zoho CRM
Hello, is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order. I need to send a total invoiceCustom Fields at Line Level
Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.How do I programmatically set the payment_options?
Here is the value of payment_options/payment gateway json from a manually created invoice. The payment options works. What is the syntax to set these programatically? "payment_options": { "payment_gateways": [ "{\"configured\":true,\"can_show_billing_address\":false,\"additional_field1\":\"standard\",\"is_bank_account_applicable\":false,\"can_pay_using_new_card\":true,\"gateway_name\":\"paypal\"}",Syncing CRM and Books
I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM. When I do this in Books, I get to the point where I have to pick the "Organization"
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Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updated on everyZoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can monitor your customer's Client Portal activities over Slack. The notifications that are triggered based on your customers’ actions in the Client Portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.) The integrationWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Books and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda : https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we've
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