Zoho CRM Accounts not syncing with Zoho Books
In Zoho Books, I have set the integration to sync with Zoho CRM Accounts. Unfortunately my CRM Accounts are not syncing. Has anyone else had this problem.
France: QUADRATUS file format for monthly export.
We need to export invoice and credit note info on a monthly basis from Zoho Books to our French accountant. In France it seam like a standard format for export/import of financial data is the format called "Quadratus". Do anyone know anything regarding
Automatic Contacts when Account is created?
We currently get most of our accounts created through Zoho books when we are entering in new sales orders. For marketing, emails can only be generated from Contacts or Leads from what I can find. Is there a way we can create a contact anytime a new account is created so that Zoho Campaigns can pull those emails in?
Zoho Books API get more than 200 invoices
Hello! When I run the Zoho Books API GET to get the invoices, I only get the 200 more recent ones, and I was wondering what's the way to get older ones. I tried to do it the Desk API way like this: curl -s -X GET https://books.zoho.com/api/v3/invoices?limit=99&from=200
Default Credit Limit
Make a Default credit limit for new customers that are created. So it doesnt default to blank and then create a report that can show customer average and max purchases for year and limit set report. So the limits can be reviewed yearly to adjest the parameters accordingly.
Add custom button into main menu bar
Hi, Please, could you consider an option to allow to add custom button into the main action bar ? Thanks
zoho books search taxes
Hello, I am trying to create draft invoices in books for quotes that are ready to be billed from zoho crm. The main challenge i am having is taxes. They are based on location and each quote has the tax name i need to charge, but i cannot get the search
Item wise discount
quantity wise Rate and Discount for selected item. If quantity is 100 the rate will be 20₹ If quantity is 200 the rate will be 15₹ How can i set this in backend same in the case of discount Quantity 100 dis will be 5% Quantity 200 dis will be 7% For
Total Quantity on Invoice
When I enable Total Quantity in Invoice Template, it also includes services into count. If I dispatch goods for example 20 Qty and I also charge for Insurance charges. Zoho considers the same as 21 Qty instead of 20 Qty. It shouldn't consider services
Discount
How to set party wise bill discount For eg we have selected customer to give discount on evey invoice every time , Like Customer A -5% dis on every invoice Customer B - 7% How can i implement this, Because every time it is very difficult to remember
Payment Received through Bank transfer
Dear Zoho team, Hi I'm a new user from Hong Kong and have issue with updating the 'Payment Received' section. To explain the issue let assume there is an invoice issued to a customer for USD600. When payment for an invoice through bank transfer the
Bank aba File to upload to Australian Online Banking
Can Zoho Books create an aba file to be uploaded to our Australian bank's online platform so we can transfer payments online to suppliers?
How can i upgrade my subscription
I do not have option to upgrade , how can i upgrade
You have to apply Zero Rate tax to an export transaction
Does anybody knows how to provide a Zero Rate tax in Zoho API? Source
SEARCH ITEM USING "CONTANS" FUNCTIONALITY IN ZOHO BOOKS WHILE CREATING AN INVOICE
Use case- let's say the Item name is- "A ( B ) A - Beauty & Care:Antioxidant Booster" I want to create an Invoice and I will choose an Item by typing "anti" and the above item should appear. Right now, search does not show anything while creating an invoice.
Zoho Books time tracking & user permissions suggestions
Hello, I am starting to finally utilize the Zoho Books time tracking functionality with employees. While a novel endeavor that I want to continue using, I find it very limiting at the moment and have some suggestions. 1) Why does all time entry have to be tied to a project? I work with sub contractors that need to be enter time for invoices they work on without having a project/invoice setup yet in the system. This also leads me to go onto my second item... 2) How come there cannot be more granular
#9 Zoho Books Digest
Hello readers, Hope you all are keeping well. We are back with the 9th edition of Zoho Books Digest. Here's what we have in store for our community this month. Upcoming Event Title: KSA E-invoicing Seminar Description: Zoho Books is coming to Saudi Arabia!
I charge customer a "shipping charge", carrier charges me that total. How do I correctly journal...
As the title mentions, for example: I charge the customer $100 for shipping on the "shipping charge" box on the invoice. I receive a UPS bill for $100 that I mark under the postage account in expense. In the journal, I will see the $100 which will be
Print & Template of Goods Receive
There is no Template to print Goods Received. If you can't make or of it will take time for you guys to develop the same. Request to make us enable design our own Template through HTML Editor. Out businesses faces problems due to your system.
Expense Templates
There are no Template to print Expenses. This is really basic thing for any kind of Accounting software. If you cant make the same request you to enable some editor such as HTML editor. So we can make by myself. Please don't advice to take direct print,
COMMISSION ON SALES
Hello how do i record a sales commission deducting TDS @0.5% to an individual.
Zoho cretor + zoho books integration
So been given this recent task, create a form for new customers and integrate it with zoho books. I know almost nothing about Deluge or zoho platform. anyway this is what i have achieved so far: 1-Create the form ✅ 2-On form submission->create new contact
How to Close Labor PO
How does one force close a labor PO with un-billed items? Example: I have issued a PO for 120 hours worth of work to a contractor. They complete the job and bill us for 118 hours. The PO is still open in our system, and I can't find a way to close it
Workflow automatin after Email is sent
Hi When an email template is sent (or an email is sent) from Sales order, can i automatically register a field in the sales order to indicate date email was sent (or status of sales order Email has been sent YES/NO and recipient email or name field also
shipping note
Hello, I would like to know how to create a delivery bill. Namely, I made an offer to a customer, which he accepted. Now we have started with partial deliveries. For this I would like to send him a delivery bill, which he can sign. How do I do that with
Expenses VAT Import
We use external receipt system for expenses and recently started recording the VAT - I cant find any way to import the VAT on expenses import - is this a missing feature? Some have no VAT on and some different rates so we cant just add VAT on all on
Bill Function
Hi I don't seem to have Bill function under purchases, only the Expenses option. How can I record a Bill from a vendor that will be paid in 30 days ? Thank you in advance
E Way Bill Generation from Zoho Books
If I have Invoice which includes Goods and Services both. For example 4 type of Goods and 1 Service (say Freight). When I generate Eway BIll for the same, it includes service as Quantity. It shouldn't happen. Eway bill is only for movement of Goods. This
API Authcode
How to generate API Auth Code?
delete offset account amount
have entered an amount in the offset balance account when setting up by mistake. i want to delete the amount and make it zero. I am not importing files i am entering values manually. how do i do this
Is it possible to check pricelist's members?
Is there a menu or report to check the customers for each pricelist? for example pricelist 1 consist of customer A,B,C, pricelist 2 consist of customer D,E,F, etc?
How to add job site address to customer contact records and invoices
Hello All, We perform jobs in many states for the same customers who send us to those multiple addresses. We need to include the address, and several other custom fields to the invoices and we need this information to be reportable. We need to be able
E-Invoicing in Saudi Arabia
Which Edition of Zoho Books is compatiable to Phase 1 and Phase 2 of new E-Invoicing system introduced in Saudi Arabia from 04-12-2021 by Saudi Tax Department ?
quote - template
Hi, is it possible to create some quote profiles or templates? (not the design!) We're selling multiple products which 10-20 SKUs per offer. So it would be great to create such templates. Right now we are "cloning" existing quotes. But that is not very
What's New in Zoho Books - November 2021
Hello customers! As we are inching closer to the end of this year, our team at Zoho Books is as thrilled as ever to bring you the latest round of new features and enhancements. From adding reporting tags for credit and debit accounts to revamping the
Automate creating of sales order in Zoho Books
I need to automate the process of creating the sales order in Zoho Books when data is written to a particular collection in Firestore or when a new row is added to Google Sheets. Zapier does not have this feature nor does integrately. Is there some other
create and send sales order automatically when quote is accepted?
How can I create and send sales order automatically when quote is accepted?
Importing Vendor Bank Account info from Zoho CRM to Zoho Books
Hi Team, We have many customers that are also setup as vendors in Zoho CRM. We have started to sync the CRM Vendors module with Zoho books in order to make payments to them using the Forte integration. We already capture the vendor bank account info in
Download invoice attachment using API
Hi, I am trying to download invoice attachments using API. I was able to fetch list of files attached with an invoice following API guide (using `documents` property). But I am unable to generate/fetch any url that downloads the attachment. How to generate
How to get remaining records which we can't fetch through Single API call in Zoho Creator?
I am fetching data from Zoho Books to Zoho Creator using getRecords() but I am able to fetch only 200 records. How can I fetch the remaining records (Suppose I have 300 records, through first call I got 200 records, How to fetch the remaining 100 re
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