Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.
Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. Thanks
Zoho Books Inter-company integration
We have an Indian parent entity, and its accounting is managed in Zoho Books. We also have a subsidiary company in Dubai under the same parent entity, for which we have procured a separate Zoho Books license. I want to understand whether Zoho supports
Not able to import transactions from Razorpay
Hi, tried implementing Razorpay integration with books,also added a webhook, but while this added a razorpay clearing account it does not have any data in it. Neither is it getting updated with new transactions happening on Razorpay. This problem is compounded
Issue with attaching files to a task through the API
Hello! I've implemented a function that creates a task for every new bill that is created but I haven't been able to attach to the task the files which are attached to the bill. I have encountered multiple errors but the most common one is error 33003:
E-Invoicing Automation
Do you have an API endpoint for pushing the invoice through the e-tims for Kenya
Can I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
Item Categories in Zoho Books
I realize this feature is available in Inventory, but we do not keep track of inventory. Basically, we have 2 product offerings, residential and commercial. Right now we can only run sales reports for all items. What is the best way to keep track of sales
Profit / 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_rate
tracking inventory in item in zoho books
Hello, I follow the instructions to be able to enable inventory fot the items, but I dont see the check box (Image zohobooks3) in the item to activate "Track inventory for this item". Imagezohobooks4: Is the menu of the configuration of the item.
Why does only the first itemized description appear in reports?
I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications
Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase
Anyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
How to make separate ledgers for GST (different types). Based in India
Hello Everyone, I am trying to configure GST for a small business and I am not able to create separate ledgers for the different types of GST. In the reports all of it is mentioned under one heading which is not allowed. How do I make sure that the different
ISO 3166-2 Compliant Country and Regions
Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items
Tax on Imported goods charged by Shipping Company
Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration
Invoice Import Error: "Either Tax or Tax Exemption Reason is required" - Recurring Across All Attempts
Issue Description: I'm experiencing a critical issue with invoice imports in Zoho Books. Every import attempt fails with the same error message, regardless of the tax data provided: Either Tax or Tax Exemption Reason is required. This error is blocking
Canadian Banks ?
Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks
Approval Workflow for Purchase Orders Abrir
The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
How do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
US State abbreviations in Address fields
In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's not
Zoho Booking - TIN vs ATIN & ITIN
Zoho Booking Vendors allows for TAX ID values of SSN, EIN, ATIN an ITIN. There is no option for TIN. What is the method to properly add TIN to the list of taxable values for companies? For reference: Social Security Numbers (SSN) Individual Taxpayer Identification
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Zoho Book - Banking Module - Cash Credit account
I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but
Custom button for list page
Why is my 'List Page - Bulk Action Menu' button in the Packages module not autopopulating the List argument with selected record IDs?
Item with name in different languate
Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl
Need a Universal Search Option in Zohobooks
Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
Migration from Global edition of Books to German version
Has anyone successfully completed this migration? We are a Zoho One customer currently using the global edition of Books. Facing numerous issues concerning compliance on a regular basis. Does the German version of books provide a simplified way to export
Adding options in the salutation drop down list (Books)
Hello, I am a new user still in the trial phase so I apologize if I have missed this. I did search the knowledge base and community first. I need to add a "Mr and Mrs" option in the salutation drop down options in Books. I have tried to find the edit
Bank Feed shows redacted description numbers (xxxx)
Hi All, Is there any way to change this behaviour? Either Zoho or Yodlee is redacting important numbers from the transaction description, preventing us from being able to easily recognise and reconcile transactions. For example, a transaction with a description
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
Transaction Rule Matching
Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following
How to see Statement Details Shown in Unclassified Transactions in All Transactions?
All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!
Non-Avalara Tax Automation wtih Zoho Books
We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. We
Concern Regarding Stock Validation in Inventory Management
Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or
Early Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. Make
Syncing zoho books into zoho crm
I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
Update TDS and TCS rates for Income Tax Act, 2025 (effective April 1, 2026)
Hello everyone, The Income-tax Rules, 2026 (G.S.R. 198(E), dated March 20, 2026) have been notified, marking a significant structural shift in India’s direct tax framework. From April 1, 2026, the Income Tax Act, 2025 replaces the Income Tax Act, 1961.
Maximum limit of bank accounts
I'm currently setting up Zoho Books in order to migrate at the start of our next financial year (April) and while adding bank accounts I've tried to add a second account from the same bank and receive an error about the maximum limit of bank accounts.
How are other Books users integrating crypto and digital assets into Books?
If my company owns some digital assets I would want those to exist in Books as assets, and also be able to change the value as needed when generating reports. My company would also be receiving payment in cryptocurrencies and may sell at the time of payment
Next Page