Sync change setting
Hi, From where i can change the setting in zoho Books for sync from Zoho CRM into Zoho books currently it is sync happened in every 2 hours . What are the options available for sync and from where i can change ?? Thanks and Regards, Sidhant A.
Custom Placeholder in Email Notification
Hi, We've added a custom fields in our Sales order like booking date and booking time, but when adding those as a place holder in sales order email notification template they don't change and we get the following message: The following place holders were
How to reissue new invoice to replace a wrong invoice.
Hi, We would like to know how other user or Zoho Books handle the issue of handling a wrong invoice or wrong details in the invoice, that has already been sent to the customer. The scenario is as below. 1.We converted a Sales Order (SO-2022-001) into
Remove permanently field on invoice pdf
Hi I would like to remove or disable a permanently field in Zoho Books on the pdf invoice. The field is locked in the preferences-> invoice settings. See image. Thanks!ments. Anyone any idea?
How to reconcile paypal bank feed when only net amount is imported?
Hello, I can't figure out how to reconcile my Paypal bank account, as only the "net" amount is imported. For clarity: The sale occurs via my website, which is not connected to Books. I create an invoice manually. (I'll use $500 for example.) I have set
View all Transactions included in a GST Report?
Really this is a 2 pronged question... Can anyone tell me how to back out old transactions after a gst report has been filed (Canada)? Also how do I view all transactions included in a Quarterly GST Report? Thanks for any help on this topic. :)
Retrieve multiple items in one request
We are building a CF to retrieve the vendor information of every item in an invoice. Loading the invoice, and the associated item list, is working. Unfortunately, the items retrieved do not include custom fields or preferred vendor data. We have considered
Can you combine 2 credit cards?
Hi, I have two credit cards that essentially tie to the same credit card account. when Zoho books syncs it brings in the transactions for each card but then shows the combined balance in "Amount in Bank" for each card line item on the Account details
Outlook Calendar to Timesheet
I am looking for a better way to move my calendar entries to ZohoBooks-Timesheets. We do consultant work for clients all over So.Texas and currently We have Projects setup for each client and as work gets done during the week we enter the work details
How to track IGST Paid on Exports
We export goods on payment if IGST. Now, when we enter the shipping bill details in Zoho Books, it debits the Input IGST account by default without any option to change this accounting behaviour which I think is not right because this amount is not claimed
Crear un proyecto en zoho project desde una orden de venta de zoho books
Hola, tengo el siguiente inconveniente. Cada orden de venta que cre Sería eso posible? Hay Gracias! Valeria
Better integration with Zoho Books
We are a customer of both Zoho Books USA , and Zoho Sprints. Is there a better way to reflect hours logged in Zoho Sprints as billable hours to Zoho Books? You are currently making us do double entry or a cumbersome export/ import procedure. Please advise,
Suspense Head in Zoho Books
Hi Team, Hope you are doing good, I just tried your trail version and having an issue with suspense accounts in zoho books. I am unable to find out the head suspense account in zoho ( it should be Suspense for suspense account) or if any other method
CHEQUE PRINTING MODULE
Is it available? if not till when?
How to find invoice wise customer outstanding in mobile app
How can I find the unpaid invoices of a customer in zoho books app
Unable to link existing invoices / bills to project
I created a new project under an existing customer and initially set up the billing method as "based on staff hours". The project scope changed and I did not enter any timesheets or billable hours under the project. I used a 3rd party subcontractor to
Possible duplicated costs: Expenses VS COGS
We are a manufacturing company. When we created our items in Zoho Books, to use the inventory function, we assigned to each item a COGS value. We also register in Zoho Books tour purchase of raw materials as Expenses. We have now detected that our total
Adding a flat fee item to a project/task
Is it possible to add a task item that represents a flat fee for a project. I currently create projects for each client where I perform weekly services. They are charged per hour of service but I have the need to include flat fees (e.g. parking or materials
how to disable marketplaces
I have an error when trying to add books, but I get this error " Ah, looks like you have got marketplaces enabled. Please disable them first, and try again." I cannot find anywhere in self help how to do this
How do I configure projects in Zoho Books to include expenses?
I have created a project in Books and I've added expenses via Zoho Expenses. Those expenses are syncing correctly to Books. I can open the project in Books and see that the project cost is $1 (fixed cost) and there are $9 in expenses, which come from
How to Get the Books Invoice Sharing URL with Deluge?
I have managed to successfully create an invoice in zoho books from an invoice in zoho crm. However there are additional requirements to this script that seem to be an issues. I need to get the zoho books invoice url after the zoho books invoice is created
Recurring Invoice message:- java.lang.Object@9ede8b
Trying to access and update a recurring invoice custom field using the following but not recieve any kind of response other than the subject title message. the code /* This is a sample function. Uncomment to execute or make changes to this function. recurringInvoiceID
Data Disappeared
I have created some customers and invoices in 2021, but all date disappeared now. can you help in this
show on screen how much money to give back to customer
Is it possible to show on screen when creating invoice how much money to give back to customer ? like a point of sale function but in zoho books, so the person when creating the retail invoice, can quickly see how much change to give back to custome
Banking Safety
Hello! Id like to ask how safe is it to link your banking account with zoho books? What methods are used to prevent the fraud? There are limited informations regarding this in google so it would be great to know how much of a risk is involved if using
Collect Customer Signature on Estimate
I know that with estimates the customer can accept the estimate if they have a portal login. We do not use and do not want to use portal logins. Is there any automated way to get customer acceptance? For example, ideally it would send the customer a Zoho
Redemption of Gift Certificates
Hi, I would like to ask if there was a best practice for recording the redemption of gift certificates in Zoho Books? 2 scenarios: 1. Customer buys products and the entire purchase is covered by the value of the gift certificate. For e.g. purchase value
Item custom fields in Purchase orders
Purchase orders do not contain item custom fields ??????
What's New in Zoho Books - December 2021
Hello! We have arrived at the last month of 2021! And we at Zoho Books are back again with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this December: Multiple Transaction Number Series You can now create
Zoho Books Reports: Sales Return History - Unable to Filter, Sort, Re-order or Export
Another report from Books / Inventory that could do with some enhancements. Report Name Sales Return History Problems - You can't export the report - You can't sort or re-order by clicking on any column headers Ideal Improvements - Ability to filter
Custom Function of automatic creation of e invoice and e way bill in Zoho Books
Hello, We need help with a possibility of Custom Function wherein e-Invoice and e-Way Bill will automatically be pushed to the Government Portal with creation of an Invoice in Zoho Books. I have explained the situation below: 1. When an Invoice is created,
Overdue Invoice Widget ?
I know we have a dashboard widget that will show the total receivables that are overdue. How can I only show invoices that are x amount overdue? Would like to see the invoice list on the dashboard, not just summed up making me click extra steps
Purchase Order - creating multiple pdfs and attaching directly to the record using custom button/function
In Zoho Books, we want to save an Invoice, Packing List and other documents for each Purchase Order. These documents will be generated from the Purchase Order screen by clicking on individual buttons (Invoice, Packing List, Other) and the 'custom function'
Customer Name not shown
I am trying to print the sales by customers transactions. However, when the preview of the print came up, the customer's name is not shown. Even the downloaded pdf version does not show the customer name as well. How can I solve this issue?
jpg receipt and pdf attached to charges in bank accounts
We used to be able to scan a receipt and then have the choice to add it as a jpg or pdf to charges in a bank account. We no longer have that option as I see it. I would like to be able to add a jpg file opposed to the pdf. When you attach a pdf to a charge
Custom Item Quantity Rounding
Is it possible to apply quantity validation rules for specific items that trigger the quantity to be rounded to preset ranges? Example: Item A's quantity auto-rounded up to the nearest even number. Item B's quantity auto-rounded up to the nearest number
HOW TO CREATE INVOICES FOR CUSTOMS DUTY PAYMENT
Hi i am an importer and have to pay duty to indian customs on arrival of my material. i this case how do i create a bill for the duty being paid? how do i register the indian customs as a vendor in my contact? i have tried to create the contact as unregistered
Total Taxable Amount
In an invoice with zero rated,exempt,out of scope and standard rated tax items why does the Total Taxable Amount includes non VAT items too (zero rated/exempt/out of scope) I need the Total Taxable Amount to show only for the items with Standard rates
How to delete multiple payments at once?
I want to change the the account that the payments were deposited from "Undeposited Funds" to a new account that I created to represent my Bank. I have 200+ Payments and I can change them all by exporting the data to excel and attempt to import it. It
Calculations within Custom Field from Custom Item Field (Showing Item Category with Subtotal)
I am trying to do some template customisations and show a subtotal amount for all items 'from a category' 1) I have added a Dropdown custom category field within items API Name is now cf_category 2) I added a drop down custom field with Category Name
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