Generate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?how to change default project invoice preferences
We have over 10,000 projects. Is there a way to change the default invoice preferences for new projects? Current it defaults to "Single Line For The Project" / Project Name / Project Description. We would like it to default to Group by Users / Staff NameResolving Automatic Double Entry of Cost of Goods Sold by Switching to Periodic Inventory System Settings
I found automatic journal entries are generated as follows according to inventry purchases and sales. 1. Inventory purchase (Dr.) Cost of Goods Sold / (Cr.) Cash 2. Inventory sales (Dr.) Cost of Goods Sold / (Cr.) Inventory Asset The journal entry 1 followsHow to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I haveSingle Sign on for Zoho Books Vendor Portal
Hi there, Is there currently any way to implement Single Sign-on for our Zoho Books vendor portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would likeConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsFunction 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 takingZoho Books: Edit estimate accepted E-Mail-template
Hello, i would like to edit the E-Mail that you get when a customer accepts your estimate via the public link. In the german version of Books it says: " COMPANY hat Ihren angebot (ESTIMATE) akzeptiert", but it should be "COMPANY hat Ihr Angebot (ESTIMATE)ZOHO BOOKS INVOICE DATA
HI Please advice, i want my invoices to automatically show for each item line the SO its associated with when i make one invoice for several sales orders as in QuickBooks ThanksCustomizing "Notification Email" templates (Invoices)
Hi I'm relatively new to Zoho and have been trying to customize the Email Notification Template for invoicing, and I am current using the free plan as I have a small home business. I'm struck by how poorly these email templates look and the very limitedGenerate Payment Link - ZOHO Books by an API
Hello Team, is there any way we can Generate a Payment Link - ZOHO Books by an API, if anyone has any idea about this please do comment? Thanks & Regards Piyush GoyalReset Cash Flow - Start the New Fiscal Year at 0
Hello, I've set my fiscal year to start on Jan 1st. What I want is the cash flow shown on the dashboard to start at zero each year. I need a solution for that while keeping the stats of the previous years intact. ( found a topic earlier that had somethingBank 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 connectingDepreciating the assets in books
How can I record the depreciation of assets using zoho books? For example, I purchased laptop for 1200 $ and paid it through my bank account. 1000 $ asset gets added under laptop category. I judge the life of laptop as 2 years, which means my laptop valueZOHO BOOKS - EXCESSIVELY SLOW TODAY
Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy checkApply Payment Received Amount Zoho Books Invoice
Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplistImplementing OAuth from backend
We are working on integrating Zoho Books with our project's accounting service using a backend built with Java and Spring Boot. Our goal is to handle the OAuth process internally. We've implemented the OAuth logic within the getJournals API to generatePrinting eway bill directly from Zoho Portal
Can we print eway bill directly from Zoho Portal?GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?Stopping a Sales Order from being created when a estimate already has one associated with it.
Is there any way, when using the system defined buttons in Books/CRM finance. To halt the creation of a sales order if a sales order has already been created? We are having issues with our staff creating duplicate sales orders in the system. We have hadSplit one invoice into multiple invoices
Due to my client's company policies, I'm sometimes asked to split a large invoice into multiple invoices. For example, if I send an invoice for $13,000 and the client asks me to split the invoice into multiple invoices that are $5000 or less, I wouldPossible to add a custom currency?
I need to add a variety of currencies to Books that aren't listed when trying to add a new currency in the Currency settings. How can I add additional custom currencies? I'm okay with the need to enter exchange rates myself whenever needed. This is specificallyProject Billing Method from Zoho People
Normaly our customers use Zoho Projects to manage projects and timesheet that are being charge to the customer. Using the integration from Zoho Project we can have projects base on different billing method. For example most of our customer use HourlyHow to prepare a balance sheet for a company that has no operations yet?
.Changing the "Deposit to" drop down options when recording an invoice payment
Hi, I'm a new user of Zoho books. When I record a payment against an invoice, I need to use the "deposit to" field to log it as sales income or general income. However at the moment the drop down box only offers: Cash: petty cash and undeposited funds,ACH with Forte to bill vendors?
We are moving over to Zoho Books. We have been using it to make quotes via the integration with the CRM and invoices as well. That part work perfectly. Now we have a lot of vendors. Currently in the accounting system we are using we can get a dat filesWhat's New in Zoho Books - August 2024
Hello users, We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this August. Update Reports Permissions We’ve enhanced report permissions in Zoho Books to makeDoes ZOHO Books Support foreign accounting?
Hi everybody, I'm from Israel and have many Qs regarding using ZOHO Books and tax regulations, etc. My main concerns currently are: * Do you know if ZOHO Books provide full support according to the Israeli regulation when it comes to invoices, receipts,Virtual assistants
Virtual assistants are becoming more common in accounting software, providing companies with real-time support and guidance. Virtual assistants can answer common accounting questions, provide guidance on best practices, and even help with financial analysisDisplay problem in customize layout PDF
I'm now editing the customized layout PDF in HTML and CSS. There is a problem with placing the organization logo. It is too big for my customized PDF. How can I edit the image size?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'dCustomers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,Accept credit card payment for multiple invoices
We have a problem with Zoho Books. While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "HereSelling by weight in variations - how to set up?
Hi, I am trying to figure out on how to set it up so that it will work in Books and Inventory We buy tea in 1000g bags. So the units could be either g or kg In my wooocommerce shop I have the product with 4 different variations, eg., 50g, 100g, 250g andIs there a way to change the "Payment Has Already Been Initiated" Message?
I REALLY wish Zoho would change the wording on this. It's confusing to customers because if they somehow get interrupted while trying to connect to PayPal or whatever payment platform and have to come back, they get the Payment Already Initiated message.South Africa VAT
Hi When will you add South African VAT and VAT Reporting to ZoHo Books? The UAE version looks very close, except obviously we would love to directly interact with the South African Revenue Service - but that can come later. Kind Regards BenAdding a link to Notes
I want to use the API to add a link to my website in the notes to each invoice. is there a way I can make it clickable? thanksImprove client and vendor portal email notifications
When a client or a vendor leaves a comment in the client or vendor portal email notifications are only being sent to the primary Books organization administrator. Other Books users just get the notifications on the bell icon in the top right corner ofTime Tracking Account number when converted to invoice
Hello All. We use Time Tracking in Zoho Books and it works well for us. However, when we enter an invoice for a customer and select "Project" to pull in hours to be invoiced, the GL Account number is blank. And when we save the invoice it then defaultsadding a sister company into the same account
Dear Team, i hope this email finds you well, Im writing you to inquire regarding if we have a sister company that we share the same stock and prices can we have them booth working on the Same Zoho Account, if yes how can we implement that, if not whatNext Page
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Announcements
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Books on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP Velocity Filter is active. What You Need to Know About the Transaction IP VelocityZoho 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 accounting
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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 InvoicesBasic Price List Functionality Still Missing
I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells thatWhy 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 perfectly
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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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