Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient
The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,
Zoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
NOT SYNCING ORGANIZATIONS-ZOHO BOOKS AND ZOHO INVENTORY
I purchased the zoho books before and again i purchased zoho inventory after 2 day while syncing the orzaniazation i deleted the trial account of inventory and started the new organization on same user. The problem is that the new inventory organization
Error with bank feed activaiton (Global edition)
Hi there, We've started using Zoho Books in NZ and have been struggling to activate bank feed from BNZ. Althouhg following the instruction to active bank feed, an error message appears every time as attached. Plase advise how to resolve this matter. Thank
ZohoBooks - "Account transactions" report doesn't have any "Desciptions"
Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable
Convert Sales order to Delivery Challan
Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order
Transaction rules for "Owner's Contribution" ?
I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from
Edit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.
Request to update VAT registration date for Brikz And Bolt Technical Services L.L.C S.O.C
Dear Zoho Books Support Team, I am writing to request assistance with updating the VAT registration date to 01 June 2026 in our Zoho Books account (Organization: Brikz And Bolt Technical Services L.L.C S.O.C, TRN: 105420963800003). Currently, the system
How to create estimates/Invoices with sub-totals
Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?
Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function
I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify
Propuesta: monitoreo automático de CFDI ante el SAT en Zoho Books México
Problema actual Zoho Books México ya cuenta con integración con el SAT y un Administrador XML que permite recuperar CFDI de proveedores, pagos y créditos directamente desde el Portal del SAT. Esto representa un gran avance para reducir la captura manual
Generating final accounts: How to include a financial year no held in Zoho Books.
I am generating a final account for the 2025-26 period but they need to be submitted with the figures for the previous period of 2024-25. Zoho does not hold these figures as I migrated to the service from QuickBooks on the 01/05/2025. I have the figures
PAN - Aadhar Link Status
Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?
ICICI Bank integration bulk payments to multiple vendors
Hi Team, I would like to know why ICICI Bank integration doesn't allow bulk payments to multiple vendors. Other banks such as HSBC, Yes Bank and Axis Bank allows zoho integration to make payments to multiple vendors at a time
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
add pdf bills
as zoho scan is to high cost,and claude and others as costing low , why u are not costing less than apps
Recurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10
Zoho Books - Feature Request - Improve Online Payment Badges
Hi Finanace Suite Team, I use Stripe to facilitate online payments and I often have customers who don't notice the online payment option on the invoice. The below example shows how a stripe payment link appears on the invoice. In this example you can
Error code 1000
Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,
Default Country list suggestions on CRM is different then on Book; how do/did others address this?
So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with
print preview
We are using microsoft edge, till 12 sep we were getting directly print option. Now we are getting this preview option we have to click print option again. How to bypass this-preview option?
Request: allow "remove from watchlist" even if project is marked Completed or Inactive
Currently in order to remove a Completed Project from my Dashboard watchlist, I first have to make it Active (and provide a reason, which is fewer than 50 characters, an unreasonable limitation). Then remove it from the Dashboard Watchlist, then set it
Function #14: Notify users about draft invoices
If you have been using Zoho Books together with Zoho Cliq to facilitate user collaboration, then today's function should be useful for you. This script automatically compiles the list of draft invoices and sends the details to a designated Cliq channel
Product Samples - Inventory and Invoicing issue
Hello I offer product samples to clients and I am not sure how to record it in Zoho Books. If I use an invoice then it is considered a sale, unpaid items and used from the inventory. Do I consider the samples as write-off? then it will be bad debt (financial
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
E-Invoicing for Oman
by mid 2027 e-invoicing will be madatory in oman, will zoho books enable einvoice feature in oman?
invoice could not be pushed
This invoice could not be pushed to the Fatoora portal due to the following reasons Enter the valid Tax Registration Number for the selected custome
Timer not appearing to update
For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real
print preview
We are using microsoft edge, till 12 sep we were getting directly print option. Now we are getting this preview option we have to click print option again. How to bypass this-preview option?
Unbilled Items from Purchase orders
Hi, I was wondering if there is a way for me to generate a report for the sum amount of unbilled items in open PO or partially billed PO. this info would be helpful for better cash flow management and for foreseeing any issues for unjustified delays for
Discount 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,
[IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books
The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,
Last four Digit field in Zoho Payment Received
One of our client's payment received doc has Notes, Last four digit and Transaction ID fields set, I couldn't find api parameter for these fields in the documentation... when I checked the site, it's not custom fields as well. where do i find it, any
Automatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
Show 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 .
Monitoring future cashflow
Hi Our business involves getting better energy prices for businesses in the UK. Companies generally take out yearly contracts and have to review them up to 4 months from the end of the contract depending upon the supplier. We negotiate a new contract at that point. Our commission is due when the new contract starts and we can get paid anything up to 2 months. Therefore we are always having to monitor our future cash flow from the sales that we have made. We currently do this in CRM by using a
Facturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
Cash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our Basic
HTML PDF Templates / Build From Scratch option not visible for Custom Modules
Hi everyone, I am working with Zoho Books Custom Modules and trying to create a custom 4x4 package label PDF template using HTML/CSS. According to the official Zoho Books documentation for HTML PDF Templates, there should be an option like: Settings →
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