Connecting data in Zoho Books to Zoho CRM
Hello fellow Zohoers! Just wondering if there is a way to connect the unused credits in Zoho Bookings and have it auto update or map to the unused credits field in the CRM. Is this possible via deluge? The goal is after invoicing and applying against
recording a vehicle purchased on finance
Hi Would be grateful if anyone can help me on this..... I am UK based. Registered for VAT Recently purchased a vehicle Cost of vehicle is £23495 Deposit paid was £3770 (the vat element) charge for credit id £4852.80 total amount payable will be £28347.80
Multiple Shipping Addresses
Hi, I am new to Zoho Books. I have a customer that has multiple sites. Is there a way I can save the shipping address for each site and select it as appropriate? Regards Stephen
Help to accounting in Zoho Books
For months I have been struggling with ho to enter invoices as required by the tax office. I receive an amount for a purchase from a portal (multiple). I will call this X. I then have to invoice part of this amount to our customer (Y) (who is not the
customize
I added a "weight" in Custom Fields for Items and I would like to change the calculation of the Amount in the invoice For example; product A has 10kg and product A has 10$ per kg so the amount is 1 item x 10$ x 10kg = 100$ Can I custom like this
currency symbol position
Hi, how can I change currency symbol position? currently it shows as kn1.000,00 but I need 1.000,00 kn as is croatian standard Goran
Error en API de facturas de proveedor de Zoho Books
Hola buen día, Estamos intentando hacer una integración entre un portal de proveedores interno que tenemos en la empresa y las facturas de proveedor de Zoho Books, para lo cual hemos encontrado un inconveniente: En el caso de que una orden de compra
modify or delete a matched transaction
Hello I would like to change some incorrect manually added and matched transactions. All the information I have found posted in the forums does not seem to work for me. Can you lead me through it? Thank you!
How to record a vehicle purchased on finance
This is for the US side. Example scenario: Bought a $40k vehicle. Put a down payment of $5000. How can I record this in zoho books? How is everyone else doing it?
[Minor bug UI langauge selection] Bug in organization account (Zoho books)
When selecting language for user interface, many languages are not starting with a capital letter. English, Dutch are fine but some like italian, espanol etc. should be capitalized as well. This should be an easy database update.
CRM App integration with Books
We want to allow our salespeople to use the CRM app to take and place orders and estimates for customers, this works within the App but that information does not migrate into the finance connection with books... this means that the salesperson can work
MRP display on Invoice template in Zoho Books
Dear Zoho community, Can someone help me in designing a Invoice template in Zoho books where I can display MRP on face of the invoice? This is a requirement in the industry for which I am working. Don't see any field to store MRP in ITEM definition.
How long is Zoho books going to be down?
Zoho Books has been down since yesteday, any idea as to when it will be back on line?
Massenaktualisierung: Kategorie, im Shop sichtbar
Es wäre wünschenswert, wenn weitere Felder für die Massenaktualisierung zur Verfügung stellen!! Welche zum Beispiel? Kategorie in Shop sichtbar Einheit ... Der Workaround mit Ex- und Import ist nicht zu empfehlen!!
PO - receive items without bill
Very frustrating having to deal with this scenario ! Very often goods are received long before the bill arrives, when is Inventory being integrated with Books?, this has the ability to handle it !
Mark time as unbilled via API
How do I mark time as unbilled or not invoiced (for time that was manually marked as invoiced) using API? Sellers
Unable to change time entry in Zoho Books to "Invoiced" via API
I'm using Postman to update a time entries to have a status of "Invoiced". When I send: https://books.zoho.com/api/v3/projects/timeentries/1872928NNNNNNNN?organization_id=6NNNNNNN With a JSON string of {"billed_status": true} I get this error { "code":
Zoho Books: Customise Bills form
Hi, We would like to customise the Bills Form, ie. 1. Lengthen the column for Account (to have better visiblity of account Name) 2. Move the order of column (Client Details) to the end while moving Amount to second last column. Is this possible to be
How to create an invoice approved with API?
Hello all, We have the approval process activated in our Zoho Books but we want, under certain conditions, to some invoices created through API to be automatically approved. I checked the documentation and I could not find any way to achieve this, and
filter by last_modified_time
Hi there, We are trying to query chart of accounts and contacts by last_modified_time and we are getting the following error. Please advise on what is the right format to pass for last modified time. Request Posted: curl -v -L -X GET 'https://books.zoho.com/api/v3/chartofaccounts?organization_id=XXXXXXX&last_modified_time=2022-22-01T05:03:00+0000'
Automatically convert sales order to invoice after 30 mins
Hi team - is there a way to automatically convert sales orders to invoices after 30 mins. I tried to do a workflow but there is no field update for sales orders status. Can this be done? Is this done using a custom function? Can anyone help me with the custom function? Thanks in advance
Opening Balance for VAT returns
For the VAT returns, we cannot access the opening balances from the previous quarter. So kindly help to resolve this issue.
How to import prior customer payments from Wave to Zohobooks on migration
Dear Zoho Team, I was successful in migrating all my customers from Wave to Zoho. Whereas the process of doing so for all prior period Invoices was simple, I ran into some difficulties in understanding how I would go about this with the historical payments
Can I sync the Sales Orders from my CRM with the Sales Orders from zoho books?
Hi, I'm on the Zoho Books trial and I like it a lot so far, how do the sales orders in both CRM and Books work together? Thanks!
Bank transactions not pulling to Books
Hiya, For some reason my Zoho Books has stopped pulling through my bank transactions. Nothing has been changed. I have tried to deactivate the feed and delete it then add the account again but it is still not working. Any ideas on this please? The bank
Bank Feed is active but no transactions are showing
Hi, The bank is active, but the transactions arent showing on Zoho so the connection doesnt seem to be working correctly although it has done previously. Can anyone help? Thanks
Split Payroll Transaction That Includes Draw and Inventory
It appears that Equity and Stock accounts are ineligible for split banking transactions, and I'm curious: a) Am I missing something? b) If not, why is there this unnecessary limitation? My use case is as follows: We are a manufacturer. A good chunk of
Sales Order Dashboard or Reporting
One of the things I'd like to see but I haven't found a straightforward way to do it is to see a dashboard for my sales orders. I run a paint and body shop and Zoho does okay for basic invoicing, etc. but I'd really like a breakdown of existing or ongoing
Item's Selling Price Keeps Rounding
I'm not sure if Zoho Books or Zoho CRM is the issue, as I have the two integrated, however my new Item's selling prices keep rounding themselves after a few hours. If I add a new item and I set the selling price as $0.1518 and the cost price as $0.1018,
Bulk Add Expense
Hi, I am using Zoho Books for managing 2 companies. I have a suggestion to improve the user experience in the data entry for "Bulk Add Expense" Scenario: I try to enter multiple expenses for a day for different types of expenses. When we do this, I have
Order of transaction display in "Banking- Banking Overview"
I used to be able to see transactions in "Banking- Banking Overview" in the order from old to new, which means that the latest transaction came top. But for some reason now I can see transaction in the opposite order (i.e. Old-- >> New), which is taking
#10 Zoho Books Digest
Hello readers, Wishing you all a very happy New Year 2022! We are back with the 10th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Webinar Title: Bahrain VAT Rate Hike: How can Zoho help? Description:
How do I delete a categorized income item without it going into uncategorized?
First of all, I know a little but not a lot about bookkeeping. That is why I hired a virtual assistant to do my books for me this year. She literally took all my banking info plus my receipts for expenses and manually added them into Zoho books for the
Zoho books integration to track shipping containers
We are in the import/export business and want to track our shipping containers similar to the way that someone tracks courier packages. There are third-party providers (example, SeaRates, ShipsGo, etc) that provide data on shipping containers worldwide
Is payroll included in zoho books?
We are about to upgrade our zoho crm and would consider using zoho books if it includes a payroll option.
Flux bancaires
Mes flux bancaires sont inactifs depuis le 18 janvier, impossible de les réactiver !
One Bank Entry and Multiple Invoice - MakeMyTrip
I have ICICI Bank feed set in bank account. Now from ICICI Bank account I paid 4324 Rs with GST to Make my trip for two different airlines flight booking. Now three parties including MakeMyTrip generated invoices totaling 4324 Rs. I Need to adjust that
Better track review based on a *when* the revenue was generated vs. when it was billed
I love Zoho Books. I just have a problem with the way revenue is being reported in my company's Zoho Books subscription. We have a professional services firm where we bill clients based on timesheets. We have dozens of clients, each with different billing
Shipping charges
Is it possible configurated shipping charges in Books/Inventory depeding of the net amount of a estimate or sales order? Example: For 0 to 250€: 10€ For 250€ to 500 €: 5€ More than 500€: Free Thanks €
Printing Invoices for Double Window Envelope
In Zoho Books, has anyone found an Invoice Template or been able to customize one so that the Company (return address) and Bill To address show properly in a double window envelope? We have not been able to get anything to fit right, and still show our Logo in the heading. Can't imagine someone else has not run into this before. Any suggestions would be much appreciated!
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