Adding multiple email addresses as primary contact for invoicing
Hi Team! I hope this message finds you well. Is there a way to add other email addresses to the Primary Contact for a Customer in Zoho Books? This is the use case: We have an automation that creates for us all the invoices. It's working fine, so we barely
Zoho Accounts internal server error 500
Zoho Accounts internal server error 500 during making entries in books
Upload item photos
Hi, is it possible to upload photo as a bulk to Zoho books? we have 4000 items to sell and about 3500 photos, what is the effective way to upload these photo to Zoho Books or maybe CRM? Thanks
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
Access to limited segments of zoho books for other team members
HI, we wanted to understand if there is a possibility to give access to other team members to a specific segment of the Zoho books, like they can only access and record expenses and bills, but should not be able to view/access sales/sales reports. lets
Zoho books bank feeds
For some reason the bank feeds for one of the accounts are inactive. All the help articles online say to look in the menu for "update credentials". That option isn't even there. How does one re-activate bank feeds? Why does Zoho remove features that were
Start accepting online payments with PayU in Zoho Books
PayU India integrates with Zoho Books to enable online payments inside Zoho Books and allow Zoho Books users to deliver a seamless payment experience to their customers. Read on to learn how you can benefit from the integration and get some exclusive
Split transactions
Is it possible to enter a check that has two components to it (for example, part for rent and part for security deposit)? ALso, is it possible to enter journal entries (ie non cash transactions)? If the answer is yes to both, please explain how. Thanks
Recording landing costs as inventory?
I am looking for some advice on my problem. I am purchasing stock and recording these as under Inventory Asset and I have the following enabled in preferences: - Inventory Tracking - Track landed cost on items When a sale occurs, the Inventory Asset account
Why can't I enter a Zero in Income account
Zero is a valid amount. This means there is no income for the period. Why is it that Zoho Books won't allow me to enter a Zero? What do you if there really is nothing to enter there?????
Shipping income loss
I'm creating a journal entry for Shipping Income but it's a loss so I need to input a negative amount. Why is Zoho Books not allowing me to do this. Keeps saying to enter a valid amount. A LOSS IS A VALID AMOUNT! How do I do this? What is the format
Custom Field data type limitation
Hi! There is a number limitation with Decimal custom fields, I can add more than 3 to Contacts module. But I can't change datatype for previous custom fields, neither remove some of them if are in use ... Is there any way to extend or remove the limitation?
Custom Fields Labels in multiple languages for PDFs
If I create a custom field for a Sales Order for example. Like the supplier number of the Sales Order. Then I want to show the supplier number for all Sales Orders templates, which I can do. The problem is that if I have templates in other languages,
Zoho Books - sum of previous invoices plus the actual amount of the recent invoice in one Number.
In Book you have "sales" and there you can issue a retainer invoice. As we are in construction business we issue plenty of retainer invoices for a project until at the very end we issue ONE INVOICE. According to german tax requirements we have to follow
Profit margins on Estimates, Sales order & Invoices
I've written a little script for a custom button if anyone is interested. Just go to "Preferences" | Sales orders | Custom Buttons, click "New" If you want it on your Invoices or estimates, then do this in the Invoices or estimates preferences & change
transactions that need to be 'split' but not completely
I am a property manager overseeing 4 different buildings right next to each other. We are one company, so I need one set of books, but we also want to be able to see how our profits look for each building separately. So for example, we have an expense
Create items with identical names
Hello! I have activated and registered the missing SKUs, but after this, I keep getting the message "Some of your items have matching SKUs. Please update these items and establish a unique SKU for each of them". I have reviewed all my SKUs (about 2000)
Users that need to have items with the same item names
Unfortunately Zoho does not allow duplicate item names, which is an annoyance for users that require such functionality. I can understand that SKU should be unique but why the item name ? There are a lot of users that need to have items with same names as the stock is non-replenishing such as rolls of fabrics etc, or even where the production batch is essential. I have written some code to facilitate this by using 2 custom fields - a check box & an auto increment field. If anyone would like to have
Banking - matching uncategorised transactions with invoices
Hi guys, I have upgraded from zoho invoice to zoho books. i feel that its such a good program that i want to pay for this and also to further ensure that my data is safe (premium service i feel should provide a little extra security). In the process of
CRM Sync Not Triggering Create Books Customer Events in Flow?
We're using CRM Integration to Sync Accounts & Contacts from CRM into Zoho Books. We have a Zoho flow that's triggered upon Customer creation in Books to sync to QuickBooks. IF we manually create a customer in Books then the Flow triggers. If we create
Zoho Books in Japan
Good afternoon, l am looking for some news for Zoho Books in Japan. I saw you have now a team for Japan (in Japan?), with CRM official but not Books yet, is that right ? Are you currently in preparation to make Books official in Japan ? What I have in
Zoho Books & Zapier Integration Failure
Hi everyone, I recently created a Zapier "Zap" which would allow us to send Invoices to Customers over Whatsapp Business API. It works perfectly as intended while testing, however, every time I tried to turn on the "Zap", it would act as if it was turned
How to Categorise Credit Card interest
Hi everyone. I am using Zoho Books Pro (UK) and have come across an interesting one. I have created a Credit card account int the banking tab and enter the opening balance. I now want to add an interest charge. My question is how do I categorise this
Auth.net payment integration - reconcile bank transactions
Hello, We recently integrated the payment solution with auth.net with our Books module. This is great as customers can now pay for the invoice through Zoho, and there's an automatic journal entry that gets posted: DT bank account CT customer receivables.
Include Line Item Id in Zoho export feature
Hi, I'm exporting invoices via the Export button feature available in Zoho to a xls/csv file. Unfortunately it seems the Line Item Id is not present in the available fields. I can export the Product Id of each line but not the unique ID linked to one
Zoho Books very slow!
Zoho Books very slow!
Credit Notes requirements for some European Countries
Hello Zoho Books and the Community, as a company located in Poland and having its entity as well in Czech Republic, we are dealing with an issue regarding Credit Notes. As for now, we use Zoho Books for our Czech company (planning to invoice Polish customers
VAT return submission after deadline
Hi, Zoho doesnt allow me to submit my VAT return after deadline. Why is that? is there a different way to submit return after deadline. kindly advise.
Unable to add Fixed price projects on the same invoice with a per hour project
If there is a client who has Fixed price projects, and by the hour projects, you are unable to invoice them for both in one invoice. If a client has multiple projects regardless of fixed price or by the hour project. you should be able to put them all
Stop discounts showing up in Profit and Loss
We generally offer large disconts on products and what's happening is that when generating a P&L, Zoho is putting a Discounts line up and then the total revenues from each sub sales accounts whicn makes it very difficult to get a clear picture. Here is
Categorizing S-Corp owner Distributions
How do I categorize S-Corp distributions in the banking section of Zoho Books? I am running into balances not adding up correctly under the "Bank Balance" under "All Accounts" can you please walk through the best steps to categorize this type of transaction.
Use of Audit Trail in Zoho Books
It was on March 24th, 2021 when the Ministry of Corporate Affairs, India released a notification that instructed companies to use accounting software that could show an audit trail of all transactions carried out. Essentially, this rule was applied so
Books in Poland
Hi all! I am just curious...is there anyone from Poland who implemented Zoho Books in his company? :) I am checking right now level of compliance with Polish regulations, etc.
Not able to customize thank you emails
When a customer pays online for an invoice, a thank you email is generated. It is signed "It was great working with you, looking forward to doing business again." It somewhat implies we are done doing business. It would be wonderful to be able to customize
Update the purchase price of the item (product) when a quantity purchase is made from Purchase Orders in zoho Books.
Update the purchase price of the item (product) when making a purchase by quantity of Purchase Orders in Zoho Books. Good afternoon. I would like to know how to update the prices of my products with the purchase orders from zoho books. Example: when buying
How do I record wages paid to employees & Dividend taken
How do I record wages paid to employees, I will need to be able to account for these separately per employee
Opening balance for vendors
I'm trying to migrate to Zoho Books. I have a vendor with an existing balance (in credit, due to regular payments on account). The documentation tells me to find the "Opening Balance" field under "Other Details", but it isn't there. Under "Other Details"
Aging Grouping
Hi, When I'm pulling an AR receivable, I know we can customize the aging intervals by customizing the report - however, I can't seem to find a way to export this view in Excel. The excel view will show the aging per line, but will not group invoices under
Zoho Books: Looking back at 2021
View all the changes we made during the last year in our What's New Timeline.
Milestone invoicing for projects that are all the same
Hello, I am a brand new user of Zoho Books with an invoicing question. All my company's projects are billed as fixed cost for project...& every project is invoiced at the completion of each of 4 milestones. These milestones are always the same & are
Next Page