How to change "from" email address when invoicing.
HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.
Item/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 feature
Function 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking
[Webinar] Simplify Your Receivables with Zoho Books
Hello Zoho Books Community, In today’s fast-paced business environment, managing your accounts receivable efficiently is crucial for maintaining healthy cash flow and ensuring business stability. Join us for an insightful webinar where we’ll explore the
Accounting on the Go Series-44:Managing Project Transactions in Zoho Books Mobile App
Hello users, How are you all doing? We’re almost nearing 50 features in our series, and we hope each one has been helpful in making your Zoho Books experience more efficient. Today, we’re excited to talk about a feature that enhances your project management
Migration from Reckon Accounts Hosted (QuickBooks engine) to Zoho Books
Hi Everyone I want to move to Zoho Finance from Reckon Accounts Hosted as I have a lot of other things happening in Zoho One and it seems crazy not moving. (Reckon has a QuickBooks back end) I really would like to extract all the data from Reckon, especially
Format of data after export to spreadsheet
Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do
Where is the printed check register?
I can't find a premade check register report... Is there really none in the basic Zoho Books software?
Integrate Bunq with ZOHO Bookes
We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
How can I delete duplicate transactions?
I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,
How to create a Custom Report based on Reporting Tags
Looking to create a custom Report filtered by Reporting tags to appear by columns in the report. For example, Reporting Tag A is in Column 1, Reporting Tag B is in Column 2, etc.?
Create a Report from a Custom Module
How do I create a Report from a Custom Module? Or alternatively, include/filter data fields from a Custom module into a custom report created from another module?
error notification: Amount Please enter a valid amount! (remove commas from amount automatically please!)
Amount Please enter a valid amount the valid amount means it has not COMMAS in the numbers... please implement a .js that removes the commas automatically!
Creating an invoice to be paid in two installments?
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
Bank Feeds for Loans
I realize that Zoho only supports automated bank feeds for bank accounts and credit card accounts. I use Zoho for real estate accounting and I know that Plaid offers connections with the banks that service my rental property mortgages. I tried connecting
See a list of related Purchase Orders on Sales Order records
As a business owner keeping track of transactions is very important to me and I need to see the big picture of how my data is connected and what is holding up closure of a record. I've noticed that when you create a Purchase Order from a Sales Order in
SERIAL NUMBERING
I AM HAVING DIFFERENT ITEMS TO SALE B2B MOSTLY, I WANT DIFFERENT SERIES NUMBERING FOR EACH ITEM WHILE PREPARING SALE INVOICE, CREDIT NOTE & CUSTOMER DEBIT NOTE.
Sale Invoice_Hide TDS Amount (i.e Amount Withheld)
While preparing the sales invoices we have added TDS amount deducted by our customer, however we don’t want it to be displayed in the final invoice format. Can someone guide us on how to the same? We are using standard spreadsheet template and we have
Split deposits
Can Zoho do split deposits. One deposit, two checks for two separate invoices from different customers. This is one of the most common tasks I can imaging. When I mark the two invoices paid, there are two deposits in bank register. When I try to match,
Add new Card
How do you add a new credit card to a contact with Zoho API as can be done on web. I am not able to find way to do this with Books API, CRM API or Subscriptions API. This is an issue for our company as we do migration from a different system. I can add card to a subscription through Subscriptions API, but some of our customers may not have a subscription, but only invoices set up in Zoho Books. Is there any way in Zoho API to add new credit card to contact/customer?
How to link web sales payments through Stripe to invoices?
I have just set up an online shop website which accepts payments through Stripe. The payment appears in Zoho Books through the Stripe feed as 'Sales without invoices'. In order to keep Zoho Inventory in step, I manually (for now) create a Sales Invoice
Early Payment Discount Custom Field Calculations (Invoice Date + 7 Days & Calculate 2%*-1 of Invoice Total) and then Feed Through to Adjustments
Hi, I am wanting to incorporate some calculations for an Early Payment Discount on the invoice. I am trying to add 2 x Custom Fields which both do calculations on the invoice and then update the adjustments field at the bottom of invoice I need to calculate
Sending ACH Payments to Vendors
Hi, We'd like to use Forte to send ACH payments to Vendors in Zoho Books/Inventory. Is it possible to do this, and if so, how? Thanks!
Sending Paid Invoice
I watched a video tutorial for Zoho invoice that had a checkbox on "this invoice is already paid" so I could record an invoice and send it without a payment request or a balance due. Is this feature available in Books? I can't find it anywhere. Video
Zoho Invoice
in Zoho books the number of invoices creation is limited?
Invalid value passed for csv_column
I'm trying to set up Zoho Books for the first time and am working on importing my bank statements. I've downloaded the statements from my bank into .csv format. When I try to import I get the error message "Invalid value passed for csv_column". I'm not
TDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?
Why API response Data structure of a Custom field in Zoho Books or finance applications is different from Zoho CRM's Custom field
Hi Team, As per the topic, I would like to know why the customs fields in Zoho CRM is acting or treated like other system fields in Zoho CRM. But in Zoho Finance tools, the custom field is shown under the key "custom_fields" as a list. I would like know
Function #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
How to get full data for salesperson in Zohobook
Hi, I'm trying to get full data for salesperson but can't do it I see we can using some ways salesperson = zoho.books.getRecords("salespersons",organization_id, "zoho_books"); salesperson = zoho.books.getRecordsByID("salespersons",organization_id,salesperson_id,"zoho_books");
I can't renew the Finance Plus subscription
I tried to renew the Finance Plus subscription but it keeps reloading the same page over and over when ever I click on "Renew Subscription" button
Zoho books/payroll tax payment
I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra
Association specific Merchant account with specific fee account when recording payment
Hello, I've been looking everywhere for how to do this but have turned up no easy way to accomplish this. I have a customer pay via Venmo and there is a charge associated with that transaction, when i input that charge in the "Bank Charges (if any)" section
Creating Deposit Invoices
Hi, we are a company that does project based work with a request at the begining of each project for a deposit payment. At the moment we are creating invoices for the deposit and an invoice for the completion of the project, however they are completely
reconciliation of bank accout
I don't know if I'm the only one that is unable to reconcile the bank monthly. Due to not being able to "match" The checks or other transactions that are single i have no problem matching its the CREDIT CARDS. the total for he month matches but not per
Zia search
Still no purchase orders, bills, expense or sales orders modules are included in Zia search, even though the drop down says "All modules". If I search for a SO number, PO number, a bill number or vendor nothing is shown - strange behaviour for a search
Email Communications on Invoices via API Checkbox (Automatic Email Reminders)
We have a script that creates an invoice in Books from CRM when a deal reaches a specific stage. When that invoice is created we need to ensure the check box is checked on the Email Communications section of the invoice. The purpose of this is so the
Online Payment Fees
We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
ZohoBooks API issue for creating an estimate
It looks like the current ZohoBooks API for creating an estimate, as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate, has some bugs or issues, as follows: It's for a UK-based business. Using the url='https://books.zoho.com/api/v3/estimates'
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