Customer Address Not on Standard Invoice when Address is on Contact Record
Hi, I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does notCustomer Data Integration between CRM and BOOKS not working
A new contact is created via WEB-TO-CONTACT and the information is not always available in BOOKS. Why is that?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"Subject" or "Narration"in Customer Statement
Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. OnlyZoho Books EU slowness
Hi, My users complains about Zoho Books slowness. We're using EU datacenters. Base on status.zoho.eu portal, we can see the time response is about 3.5 secondes. We also can see the time is worst since end of June. For comparaison, the others Zoho EU applicationszoho books trying to integrate with azure synapses
Hi, I facing the error when i try to integrate zoho books with azure Synapses . I provide all the client id , client secret and oauth 2.0 token but still i am facing the http error . the error is "ERROR [HY000] [Microsoft][Zoho] (50) Error with HTTP request,How to add previous due automatically?
i want to add my previous invoice due of a particular customer automatically to the new invoice. i want to show something like that: %InvoiceTotal% (current invoice's total) %PreviousBalance% (customer's outstanding balance due from previous invoice)Recording different types of sales to different sales account
I saw that Zoho came with a Sales and Accounts Receivable account. I have domestic and international sales. Can i create a Domestic and International Sales and A/R accounts and have two types of invoices to record those sales so that they go to the appropriateHow to show Salaries paid from Zoho Payroll in Expense details oh Zoho books
Hi, I am a beginner and been using Zoho books and payroll. I observed, paying employees from payroll will record the individau entries as expected in banking. Also this amount is shown in Expense Category report. But when we check Report Expense Details,Zoho books: create invoice contact persons issue
Hello, I am using make.com to create an automation for creating invoices. I'm using create invoice module but getting this error for Contact Persons fields "Invalid URL Passed". What is the issue? Any help would be appreciated.Zoho books not accepting valid state code via api
Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as stateDetailed Account Reports - Add Running Balance
When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases ifProfit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rateCreating credit cards with sub-accounts for employee cards?
I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card. Ideally, I'd like to be able to setupResize QR
Dear Community, How can we resize the QR code since it is taking so much space in the Invoice.Zoho Books
In zoho books I built PDF template for Quotations / Estimates I want to arrange the format , I want move the columns according to my requirement , In my requirement I want place the quantity column after the item name, Please check the attached same quotationAuthorize.net update to SSL/TLS - Zoho Needs to Make Updates?
Zoho, Please see the below email I received from Authorize.net. Can your team confirm that Zoho Books will have the necessary updates in place to ensure smooth integration with Authorize.net?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.How can I compare a button's action to a value?
I am new to zoho books so I am trying to understand how api, custom functions work?I want to know whether I can compare button action to a value and change status? Here's the thing. I am trying to create a custom function to change the customer status(valuesUsing API for multiple organizations
I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can findDiscount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,Is it possible to add additional PDF document to Sales order and print the combined PDF in single file
Hi, I want to add the terms and conditions page of 1 sheet, in PDF document as attachment and print one single file (Sales Order) in Zoho Is it possible..? If so How do we do it ?ABA Files payment description
Hi, is there a way to automate the payment description on the ABA file creation. When you paying many vendors having to put this in each time is very time-consuming. I couldn't see if there was a way to workflow this to automate using deluge.Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the waysYearly payment
Dear sir, Please yearly update. Payment option. My user: yousefaalsawaji@gmail.com User ID : 777567867 ThanksInventory adjustment for prior years
Hi Zoho team, Please could you let me know if I can adjust the inventory qty based on stock taking of 2022 and 2023 when there are already transactions (i.e Bills from supplier)? How will this impact the Inventory balance in Balance Sheet? Thank you.Integrating POS with Zoho Books / CRM in the UAE - Best Practices?
Hi, We are exploring options for integrating a Point of Sale (POS) system with Zoho CRM for our business operations in the UAE. Can anyone recommend POS systems that work seamlessly with Zoho Books / CRM, particularly in the Middle East market? We areInquiry on Vendor Payment Visibility in Zoho Books
I hope this message finds you well. I am currently utilizing Zoho Books for managing vendor payments and have encountered an issue that I would like to address. As it stands, there is no functionality for administrators to approve or reject payments madeAccount Transactions
The default heading for account transactions is as follows: Date Account Transaction Details Transaction Type Transaction Reference Number Debit Credit Amount The "Amount" column is redundant and repetitive. All you are doing is repeating the informationInvoice Deductions
Hi I am having difficulty trying to enter invoice deduction details into Books. If Books allowed deductions to be allocated to Current Asset and Current Liability accounts I would know what to do,but it doesn't. So here is my scenario: --- Invoice Example: invoice Amount for Rs.1000000 ( accounted in income) deductions as follows : TDS 1% - Rs.10000 ( accounted in withhold tax amount as TDS ) Retention Amount 5% - Rs. 50000 ( hold amount which will be released later once the contract period isContra Entires (AR & AP)
Hi Team Zoho, i hope you are doing well. I have a question here, as there are no SUB ACCOUNTs yet in ZOHO Books, how can i adjust the Bills or Invoices if I am dealing with a contact as both i.e Vendor and Customer. Zoho Books is a good Software for Basic Business needs and i understanding your team is constantly working on it to make it a better software for all sort of uses in Business. But i am very disappointed to that progress is very slow. despite of being asked couple of times for the SUBUnable to Enable "Restrict Out of Stock" Option Due to Incorrect Negative Stock Values
Dear Zoho Support Team, I am encountering an issue with enabling the "Restrict Out of Stock" option in Zoho Books. The system prevents me from enabling this option, citing that there are items with negative stock values. However, I have thoroughly checkedInvalid value passed for description
Dear Sir, When I am entering the purchase bill , the following message showing "Invalid value passed for description" what should I do ? I am attaching screenshot. With Regards, Harish harish@cracku.in 7978841636Can Not Categorize Sales vs Services for "On The Fly" Line Items
We can not categorize Sales (Goods) and Services with Zoho Books for "on the fly" line items when creating a transaction (quote or invoice). Zoho Books does not provide the basic ability to separate product sales and services for "on the fly" line itemsAPI: Mark Sales Order as Open + Custom Status
Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use theBooks PO Due Date on Calendar
Hello, I am currently looking for a way to add calendar events to either an Exchange or Google calendar to track PO's based on their estimated due date. Does anyone know how to write a function that would be able to do that? I know we have done it inFunction #60: Automatically generate invoices for unbilled timesheets at regular intervals
Hello everyone, and welcome back to our series! In the Time Tracking section of Zoho Books, you can set up projects to track services provided to your clients and log timesheets to record the time spent completing them. These timesheets can be billedCan't filter for a null value in a custom view
Hello. I'm wanting to create a custom view to determine if a particular field has been populated. Much to my chagrin, it seems that Books won't allow you to have a value of null as your search criteria giving you an error stating, "Please enter a valueCamera Plugin For PC To Scan Bills/Receipts
Hello, please can we get a camera plugin that activates a webcam to scan receipts/bills when we press the "Upload File" button under "Attach Receipt". It would work similar to how the mobile app works. This would make it so much easier, we don't haveI need to delete all my contacts without transaction
Hello, I have over 600 000 contacts in Zoho Books. I need to clean it however I can't find a way to delete all of them at once (except the one with a payment due). Then sync back only the necessary contacts and accounts. Is there any way to do so ? ThankNext Page
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Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add andFunction #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accountingZoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices
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Zoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesWhy I can't create branch
Hi, I am new to Zoho, I am trying to use zoho book under free 14 days trial version. However, I can't see any option for me in the setting for me to create branch. Any one can help or have hints how can i create branch to test? Thanks, SunnyHelp required with migration from Sage to Zoho
Hi, I've been tasked with migrating all of our accounting from Sage to Zoho. I've had a look at the guidebook but I'm not sure where to start as I've never done anything like this before and I'm also new to Zoho. I would appreciate if anyone could assistZoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectlyMulti-entity consolidation
Hello, can someone from Zoho explain to me how can I use consolidation report in Zoho Books? For example, I have 2 organizations, and I want to have a function which allows me to view financial report from both of them in one place. Does Zoho Books offer
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[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMSLatest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_WebinarBest 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/9f1[WEBINAR] Discover what's new in Zoho Books (Kenya) this year-end
Greetings Kenya! We are all set to help you prepare for the upcoming fiscal year. In this webinar, we will cover everything from setting up tax filing, e-invoicing, and generating VAT return reports to showcasing our latest feature updates to help you
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