UPI QR Code in Invoices
Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself. This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoiceAdd graphics to invoice template
Hi Im using the normal template of invoice that exist already in the Books, I would like to add small graphic that I made in PNG or JPG format and paste it is some place on the invoice. I have few graphics that I want to paste depending the customer.Add a "bill up to" functionality to recurring invoices.
We use recurring invoices to automatically generate 500 invoices when everyone's time has been entered for a specific period. The time is not fully collected for approximately. It would be helpful to have a "bill up to" function that lets you create theSet Default Payment Method & Default account
Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a veryFunction #48: Manage fixed installment payments using Zoho Books
Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageableAPI or Deluge script for Zoho Books Attachment Custom Field
I have created a Custom Field with field type as Attachment (Not the default Attachments) for Contact module in Zoho Books. This field should be populated whenever a record is created or the Image (Attachment field) shall be updated from external systemAny ability to create batch payment file like Xero?
Hi, Xero can generate a batch payment file for uploading into a bank for payment. See here: https://central.xero.com/s/article/Pay-multiple-bills The work flow is: 1. Ensure all customer details including bank account are included. 2. Make sure all accountsAdding transferwise.com as an online payment method
Hi, I am not a fan of using Paypal or google pay, can we look at introducing transferwise.com as a payment method as i think it will work better in the corporate world. https://transferwise.com/ CheersIs it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don'tBooks Invoicing Default Payment Method
We accept Paypal and Authorize.net, but only about 5% of our customers use Paypal. We DO NOT want our customers to use Paypal at all. When we create an invoice we are forced to UNCHECK the box "Paypal" to keep it from showing on the invoice. We wouldThe Internet of Things
Can we use IOT to Zoho to reliance on a variety of mobile devices but also automated scanners, RFID chips, and other internet-connected sensors and devices that bring their technology infrastructure to life ? For accountants, this often means gettingBank Charges on payments made to suppliers
By default, there is no bank charges field while making payments to suppliers against bills. So I created a custom field in the payment made section to input the bank charges. Is there a way to have Zoho books also make journal entry including the bankHow to settle an entry in Zoho books if payable and receivable from same person
We wanted to fix an entry in zoho books where payment is receivable and payable from same person. If anyone know please suggest the way forward.How to fetch Invoice data from ZOHO books to Zoho sheet?
I used to export all invoices from zoho books and import those datas in excel sheet for my analysis. i need to automate this. Like can i get data directly from zoho sheet ?. i tried zoho connection, but it doesnt shows all the datas.Show both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,Get Sales Order Template (PDF) and send to printer via Custom Button
Hi, I'm trying to click a custom button which sends a specific PDF template to a printer but I'm stuck! The API documentation says it's possible but I'm unsure how to implement. Any help appreciated ----------- Code I have for the PDF after I've set theHow does one record Partner remuneration for an LLP in India
Can someone walk me through booking Partner remuneration at an LLP - which is different from regular payroll? Does it go through Vendor payment or otherwise?Cash Flow Statement : Direct Method
I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.Recording a depsit im paying
I need to put a security deposit on a storage unit im renting for my business. How do i record it in zoho books? as an expense?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 ?Experience Migrating form Reckon Hosted to Zoho Finance
Hey All We currently use Reckon Hosted (I believe this is a modified version of Quickbooks) I wish to migrate to Zoho Finance (Books & Inventory) - as part of my Zoho One Subscription (I already have Books and CRM working) I need someone who has an accountingVENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM
Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then updateOpening Balance Adjustment question
Hello, I am having trouble adjusting the balance of my bank account on Zoho. I tried to adjust the amount through OPENING BALANCES, and that made the amount fluctuate even further. I then tried to undo the credit amount in OPENING BALANCES by deleting it, however I cannot find a delete number. Does anyone know how to adjust the amount or undoing the OPEN BALANCES credit I had already added in? Any help would be much appreciated. Please and thank you!Accounting on the Go Series-29: Customizing Your Zoho Books Experience-Harnessing the Power of Custom Fields
Hello Zoho Books Users! Custom fields play a crucial role in tailoring your invoices and customer profiles to suit your business needs. Whether you need to capture specific information for a transaction or gather additional details about your clients,Where is the Fixed Asset Register?
I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and businessExport PDF from Zoho Books via API
Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,Handling Duplicate Invoices with Identical Reference Numbers in Zoho
I've recently encountered an unexpected behavior within Zoho that allows the creation of multiple invoices with identical reference numbers and order numbers. This situation is quite surprising, as it could potentially lead to significant confusion inSyncing Opening Balances Issues
Got a situation where Opening Balance syncing has to be done on a number of occasions because of the way a client set up the Opening Balances. Numerous transactions were entered prior to the migration dates in terms of Bills and Invoices. So, wheneverBetter implementation of Item Category on Invoices and Estimates
1) I have added Item Category as a custom field. Honestly, this should be a native part of the item itself, and either required, optional, or not used. 2) When entering an item on an invoice, you have to enter the first character(s) of the item, otherwiseFunction #47: Automatically fetch custom field values from Zoho Expense to Zoho Books
Zoho Expense is an expense management application that allows you to record and report all your business expenses. When integrated with Zoho Books, you can easily sync all the expenses you have reported and approved in Zoho Expense to Zoho Books. If youStripe Alipay options available?
I have customer in China and it's a pain to get paid online....impossible...should I say. Stripe is working on integrating Alipay as a payment option with their service. Will Alipay be available for Zohobooks as a payment option with the stripe-zohobooksYou are not authorized to perform this operation
I am trying to create an invoice from postman by following steps mentioned in postman collection. But I got struck with the following message { "code": 57, "message": "You are not authorized to perform this operation" } I have entered organizationArtikeltypen: Alternativ, Optional, Zwischensumme, Gruppensumme
Für die Belegerstellung (Angebot, Auftrag, Lieferschein, Bestellung, Rechnung,...) fehlt Zoho Books grundlegende Eigenschaften. In jedem von unserem Unternehmen verwendeten und bis dato getesteten ERP-System, Warenwirtschaftsprogramm, etc, gab es dieseBalance Sheet vs Account Balance – mismatch (foreign currency). How to correct?
Hello, My base currency is USD. I also have a bank account in GBP. For this GBP account, I have: - Opening balance = 0 - Then some incoming and outgoing transactions (let's imagine +100 then -100, many times on different days throughout the year) - ClosingAccounting on the Go Series-4: Stay informed with Zoho Books push notifications
Hello all, Push notifications have revolutionised the way we stay informed and connected in our fast-paced digital world. They serve as real-time alerts on your mobile device, delivering instant updates and vital information without the need for activePayroll in Saudi Arabia
Zoho is a popular software platform that offers a wide range of business solutions, from customer relationship management to finance and accounting tools. However, one major drawback for businesses operating in Saudi Arabia is the lack of a payroll featureFunction #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount wouldReports based on different currency aside from base currency?
Is it possible to generate report on another currency? Our base currency is in USD due to corporate requirements, but we need report on Peso to adhere with local government requirements. Is this possible?Report Tags and General Ledger Columns
Is there a way or work-around to make the report tags appear in the general ledger report? I use report tags for location - would defo be a good to see if it can be exported as additional column in the ledger.How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API
I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"Next Page
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Function #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it isFunction #42: Show the actual rate of items on invoices
Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to anFunction #13: Transaction level profitability
In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specificUpdate Regarding Zoho Finance Applications' Domains For API Users
Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting AprilWhat's New in Zoho Books - April 2024
Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organization
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What's New in Zoho Books - April 2024
Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organizationHow to add a custom column in the invoice table in Zoho Books?
Hello, I recently added some custom fields in the invoice module in Zoho Books which I want to add to the invoice table. I saw in the PDF template settings that it is possible somehow. Couldy you please tell me how I can add a new column in the invoiceEdit the name or label of account group
Hello, Is there a way to edit the account group name in report? For example "Operating Income"? Thank you.Filter Invoices by Custom Fields
I need a list of invoices in Zoho Books based on the value of a custom field - all invoices with a value of 35 in the custom field. This is my current code: sOrgId = organization.get("organization_id").toString(); CustomF = Map(); iValue = 35; CustomF.put("customfield_id","2575294000004994047");Zoho Booksインポート時の税金の反映方法
～質問～ インポートで請求書を発行する場合に税金の反映が上手くできておりません。 「項目の関連付け」の項目で、どの①項目を利用するのか、その項目に②紐づけるデータについてご存じの方いらっしゃいましたらご教示いただけますと幸いです。 ～背景～ 基幹システムからエクスポートした請求明細のcsvを、Zoho Booksにインポートして請求書を作成しています。 しかし、この時に税金が上手く反映されません。 ※税抜き価格・税額・総額での表示を行いたく、税込み価格でのインポートは想定しておりません。 ※税
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Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100Power up your accounting this fiscal year
Time to move to a better accounting solution? Plan for a smooth transistion! Switching from one accounting software to another can be a daunting task, with challenges such as data migration, process changes and training requirements. In this webinar,Best practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1Best practices for financial year-end closing with Zoho Books | Free Webinar (INDIA)
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1[WEBINAR] Banking module mastery: Effortless bank reconciliation with Zoho Books
Hi all! We're excited to kickstart the Zoho Books monthly webinars! Join us to explore the Banking module within Zoho Books and discover its capabilities. Efficiently manage your business finances with seamless banking integrations, enabling you to match
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