Items order on invoice
Hey all. I'm trying to sort items by category on our invoices, so that all the items belonging to a certaing type, are all grouped in the invoice in order to have a better understanding of it. For example, if I run a candy shop, I want all my chocolate
Sync with CRM
I'm currently testing out both the CRM and books programs using the free levels of each. Being on a free plan is it still possible to set the system to when a new customer is created either in books or CRM, that information is sync'd over to the other
ZOHO timesheet webhook not triggering
I am working on ZOHO timesheet, where I want to send the timesheet to Database whenever user submits timesheet in ZOHO system. Traffic Rider Mod APK I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).
Importing Paid invoices from Wave
I'm trying to import all my invoices from Wave into Zoho Books. I've downloaded the sample template from Zoho and matched it up to my export from Wave. Column marked Invoice Status says "Paid", and it's mapped to the Invoice status field in the import
New: Track Vendor Credits in Zoho Books
We are happy to announce that you can now record credits you receive from your vendors or suppliers as a Vendor Credit Note in Zoho Books. While running a business, it's common to return damaged goods or pay excess amount in advance to vendors. The Credit Note which your vendors issue, needs to be tracked so you can use them for your future purchases . How does Vendor Credit Note work ? You can create Vendor Credit Note from Bills to keep track of returned goods or services. You
#12 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 12th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoholics in Saudi Arabia Join our regional partners, industry & solution
CASH PAYMENTS MADE OR RECEIVED
While recording Offline Cash payments or Receipts, if mode of payment is CASH, please make the default account for transaction (deposit to / payment from) as Cash on Hand / Petty Cash account. Every time it selects a bank account by default which is not
Zoho Books - projects without time tracking
Hi I am new to Zoho Books, we are a construction company and we execute projects for customers. Each project has customer invoices and all bills, expenses are categorised to the project. We need to keep track of project viability, see profit levels etc.
What is the difference between "CONTACT" contact_id and "INVOICE" customer_id
When I'm creating the Invoice it is asking the "customer_id" and I created the contact person, get the "contact_id". I try to pass this contact_id to create invoice but it is throwing the error { "code": 57, "message": "You are not authorized to perform this operation"
custom button bug
Hello, I am using a custom button to validate a field with my api, but I have noticed that sometimes the button does not work, you have to make several attempts until it returns. Sometimes it doesn't return anything and just refreshes the page I will
How to change primary field from name to email for create contact API?
Hi, I'm trying to add a customer in ZOHO Books using create contact API. But, It seems this API uses contact_name as a primary field because whenever I'm trying to create a new customer with an existing contact name but a different email address, there
Multiple line item lists in custom HTML templates
I need to have multiple lists with line items in my Estimate PDF file. Something that would look like this: I need this to display different information at the bottom of my Estimate (Bigger product image, some custom fields etc.). Mainly I need to attach
How to remove id's from rate field on sales order line items?
Hi, I'm using sales order API to create sales orders in ZOHO Books. Everything is working fine but there are unique numbers coming just below the rates on each line item column in sales order (See the attached screenshot). The body for the API request
Reporting Change?
I see there were some changes made to Books reporting. Specifically, there's a little expand / collapse button (plus / minus) near each parent account on the P&L. That's a good addition. However, it seems that I've lost the ability to have accounts shown
Artikelkopfzeile in der mobilen Version
Unsere Angebote beinhalten immer Artikelkopfzeilen, sterben in der mobilen Version nicht dargestellt bzw. werden. Deshalb kann man mit der mobilen Version nur Angebote ohne Artikelkopfzeile anlegen. Wann wird es die Artikelkopfzeile in der mobilen Version
How to get the ID of the "Contact Person" by email?
Hi, I need to get the ID of a Contact Person record in Zoho books by its email address. When I do a request like zoho.books.getRecords("Contacts",organizationID,{"email":"sometestemail@here.com"},"zohobooks_custom") i receive the data about the Company,
Custom Function - Wait for code to finish before loading
We are currently using a custom function which, in part, pulls information from a Contact Record and adds it to a custom field in a Sales Order after formatting it. The custom function is triggered by a workflow rule when a sales order is created or edited.
Zoho Books Data backup with attachement
Hi first of all thanks for your help, I'm a daily user of zoho books since its lunch, and i'm trying to find a way to download my Data with their attachement (paiements & invoices attachements). is there a way to do that ? 'cause the CSV backup isn't
Posting sales and purchase order to project
Hi, I have a client that build and sell large equipment (0.5M$ value). Each equipment is set up as a project. There is time and material related to it. He would like to track all costs to the project but also all purchase orders outstanding related to
Insane Estimate Non-Edit features need to be REMOVED!
This is insane! Which product team of Zoho books added the feature for estimates to non-editable after a transaction conversion? In certain industries as the user below my thread correctly points out, we need constant edits to BOTH the invoices and estimates
How to enter Opening Balance for Canada GST/QST receivables
Similar to this question https://help.zoho.com/portal/en/community/topic/opening-balance-tax-payable However, I would need to set this up for receivables. We have setup the GST and QST accounts, and are reading to enter our opening balance which our accountant
How to book/resolve small Tax differences in Zoho Books?
Hi everyone, Today I was filing the quarterly taxes (VAT Declaration) in The Netherlands. I'm a very small business owner, so I'm sorry if this is a real beginner question. I want to reset the Balance Sheet Tax row to €0, because I've met the Tax obligations...
Show message when sales order meets condition
Hello, Is there a way to show, in deskto pand mobile, a message when a sales order meets some condition? We thought we could do it with validation rules but these ones are made to block the sales order creation when the criteria is met so it does not
What's New in Zoho Books – February 2022
Hello, We're here to kick-start 2022 with the year's first What's New post! Let's dive in: Contextual Chat You can now chat about transactions and records with the users of your organization, from within Zoho Books. Contextual chat is powered by Zoho
CRM/Books Sync History for Products - pull/push error count reset?
Hi all, when syncing products in CRM with Books and vice versa we see in the sync history the "Pull" and "Push" error counts. when opening the pull or push errors, we see a list of products with some kind of error cause - that's ok. we fixed such errors
Zoho Books integration with Zoho Project should not require Primary (external) Client to sync
The current integration workflow between Zoho Projects and Zoho Books requires every Zoho Project to have a Primary Client before it will sync to Zoho Books. I am at a loss as to why this workflow was created this way. We have many projects in Zoho Project that are all internal - none of them have an external Primary Client user. We still want to track Profitability for these projects in Zoho Books and want to sync them to attach bills, invoices, etc. However, because we don't have a Primary
Third Party Incoming Webhook
Hello, how do I know what parameters, entities and headers to set when creating an incoming webhook in zoho books?
%SO_Reference% suddenly appears on packing slip
All, out of a sudden, the %SO_Reference% field from the sales order is printed in the header of a packing slip. Where there recent changes or where is it coming from? How can we disable this field from being printed on the packing slip?
Zoho Books Bills not showing as an expense option
I am quite new to zoho books and looking at the tutorials there should be an option to add an expense like a bill but I have no options showing under the expense tab to do that? Is this because it's still on the free version or am I just doing something
Total Receivables and Total Payables on the Dashboard should include credits
Hello, When you create credit notes for customers or receive vendor credits from your vendors, these amounts are not taken into account in the information displayed in the "Total Receivables" and "Total Payables" widgets on the Dashboard. This is preventing
Singapore DBS Ideal & Maybank2u Connecting to Zoho Books
Hi, I have been trying to search for the answer here in the community about connecting Maybank corporate and DBS Ideal Corporate bank a/c to Zoho Books but to no avail. Here are the screenshots of the error I got while connecting Maybank2u using my corporate
zoho books API, cannot get new version of postman oauth 2.0 working
Hi, I am a long time Zoho books user. I have written some API code for timesheet reporting for my own company. While I am able to make my own code work, I am unable to use the Zoho books collection in Postman. It looks like Postman may have updated
Zoho Books Payments Made Report - Allow for Filtering/Customization on Bills Details
When we run the "Payments Made" report, we can select to have a column that displays the Bill #: However, when we try to filter the same report based on Bill #, that does not exist. There is a disconnect here. Clearly, Zoho Books is keeping track of Bills
EU VAT One Stop Shop Expanding 1st of July. How to prepare?
Hi, EU's VAT One Stop Shop system is expanding significantly on 1st of July. It will not cover only services but also e.g. physical goods sold to consumers within the EU area. More info here: https://ec.europa.eu/taxation_customs/business/vat/modernising-vat-cross-border-ecommerce_en
Permissons for branches
Hi, I am setting up multiple branches, to which i would like to assign different managers and accountants. It is critical that while the accountant and manager can manage the branch financials, such as load expenses, link bank accounts, they should not
Other Current Asset Account Included in VAT return
We regularly make purchases (via purchase orders for non-inventory items) that are part of work in progress. Once the sale is complete then these amounts will be moved to cost of sales. So, I need to create an asset account that is included in the VAT
Australian GST Yearly (Not Available ???)
I've just been told by your support team that Australian GST reporting yearly is not available. Only Monthly / Quarterly Quote: https://www.zoho.com/au/books/help/australia-tax/bas-report.html Reporting Period: You can choose your Reporting Period as
Migrate to Zoho Books. How to import old invoices?
I am looking into migrating my data to Zoho Books. Currently using Zoho. My question is how to old customers and vendors opening balances along with their invoices with all line items? I have gone through the documentation and it doesn't make it clear
Not able to open Zohobook
Dear Team, Urgent request We are not able to log in on our Zohobook account. Kindly support.
Regarding credit note recent transaction of a particular customer
How to see particular customer recent transaction while creating credit note in zoho ??
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