Issue with HST Retun settings
I am not sure why anyone is not talking about this. So zoho books calculate HST quarter based on your company fiscal year. But for CRA quarters are fixed. Jan-Mar, April-June, July-Sept and Oct-Dec. So for my company fiscal year is Sept-Aug and Zoho books is creating quarter as Sept-Nov for CRA I need quarters Oct-Dec. I like this product and can not use it and this is big reason. Any one else have same issue ??
Create item with api
Help with the following would be greatly appreciated ..... // get & copy existing item details... var itemID = "###############"; var itemArray = []; var url = 'https://books.zoho.com/api/v3/items/' + encodeURIComponent(itemID) + '?authtoken=' + token; var response = UrlFetchApp.fetch(url); var obj = JSON.parse(response.getContentText()); for (var i = 0; i <= obj.item.custom_fields.length-1 ; i++) { if (obj.item.custom_fields[i].label == "Bay") itemArray.push(["Bay",obj.item.custom_fields[i].value]);
Filtration of written off invoice
I need to calculate total amount of payments received for all the bills which have been created in January 2017. Some of the bills which are created in January are partially paid in feb and march. some of the bills are written off as well. How can i achieve that amount
ZB: Mobile on Droid -expenses
Was so happy to load up Zoho Books on my mobile today. Droid specific. As a business owner, I wanted to categorize my uncategorized bank transactions. The navigation to this was great, however, I could only see amount and date of transaction. from the get go, it asks if it is a transfer/expense/vendor payment. i have no clue. need more info. Even when I select expense, I then ~only can see the amount and date--not even the description to help me navigate what i'm looking at. Can you expand that ability
Billable Expense "markup"
I order parts for my customers and "resell" them once in a while. Although the expense bill to customer is cool, it doesn't account for my time or any markup, or interest I might pay on that product before the client actually pays. It would be nice if there was a way to edit the expense such that I could apply a "markup". Thanks! Sean Garland Garland Tech, Inc.
Docs
With multiple bills in one pdf file only one is read by the OCR so when we attach the doc to a bill & then find the other relevant PO's to convert to bills & select "Attach from Documents", select "All Files" & the scanned doc is not there, even a search will not retrieve it ? So any doc with multiple bills have to be downloaded & then re-uploaded to attach each time - waste of storage space ?
What is Zoho Books?
Hello, With Zoho Books, you can send professional invoices to customers and begin receiving online payments from them all from a single platform. It’s fast, powerful, and convenient, and helps regain control over the company’s finances and save more in future. For the purpose, you can rely on features such as cash flow statements, P&L, Balance sheets, and many more. As it is small-biz and midmarket-friendly, Zoho Books is relatively painless to afford. Another thing that is really specific about
Zoho Book API: Email not showing in my contact list when i create new using API
Hi, I am trying to create contact using books api. Contact created but i can't see contact email in my contacts list. I tried email, contact_email in api params but not working
Help! Help!! Help!!! "Unable to send message;Reason:554 5.1.8 Sender Address Blocked"
Hi Everyone / Moderator/ To whom this may concern, My Name is George; This is the 5th message i am sending to request assist from the moderator on my account. I noticed that i have been blocked from sending messages without sending any unwanted or promotional emails whatsoever. Please, Can you help me unblock my email, so i can reach my clients as this is my company email?? Email: info@bbmilleniumllc.com I am counting on your guy to help me resolve this effectively and swiftly, Thanks for your anticipation.
i dont have credit card then how could i pay for subsciption of zoho books.????
Dear sir, My 14 days trial for zoho books is over & i need to upgrade to paid version but in your system only credit card facility is available, but i don't have credit card then how could i pay for zoho books.???? Is there another facility available like pay through Debit card or Net Banking????
Estimate to Sales Order bug in sequence
When I issue an Estimate, I usually want to convert it to a Sales Order when it has been accepted. When I go to that Estimate and select Convert To Sales Order in the drop down menu it tells me only Accepted Estimates can be made Sales Orders. Ok, so I select Accept Estimate. But it then immediately creates an Invoice. It should not do that! The only way to then be able to convert the Estimate to a Sales Order is to delete the created Invoice, go back to the Estimate and again select Convert
Add Invoice link in Invoice module for webhook Trigger
Dear Zoho Team, Add Invoice link in Invoice module for webhook Trigger
Purchase Order to Bill
When a Purchase Order that I created with one of my vendors has been received and I want to pay them, I go into the Purchase Order and click Convert to Bill. But none of the information from the PO goes to the Bill. Am I doing something wrong? Shouldn't the item(s) on the PO be put on the Bill? I shouldn't have to re-enter items on the Bill should I? -Tom
How use filter and pagination during call Zohobooks API ?
Hi Expert , I am a .Net developer . I am using rest api to get/post data from/to Zohobooks . I have successfully get/post data. Now i want to add some filter during call get api as every time i am getting all data from Zohobooks.Below is example that
Integration of Zoho Books with Zoho Reports
When can we expect to see Zoho Books integrated with Zoho Reports? I think this functionality will greatly enhance the value of these two apps, especially in the areas of budgeting and forecasting. There should be a way to link these two apps so that you can share and explore financial reports so as to perform financial analyses.
Balance sheet implementation
Hi I need your help to implement in the report of balance and transactions of accounts plus two columns which is the balance due and the balance of credit because this balance is derived from the difference between the debit and credit. Please, this will be a great update for all users. In the same way that it has the "balance" column in the general ledger
logged on to books, blank page comes up
Hi, Logged onto books and blank page comes up. I am confused why this would happen. I have tried 3 different browsers and have turned off all blockers.
View report in Zoho sheets - macro option not available
When I choose the option to view a report in Zoho Sheets, Zoho sheets opens with the data from the report. The problem is that when the data from the report is transfered to sheets this way, the option "Macro" in Zoho sheets is not made available. Why?
Purchase order - Convert to bill
Attaching a document from docs - would be ideal if the Bill# was filled in as the info is there through OCR :-)
ERROR: Maximum Time reached of 15000 secs
Hi When executing a custom function in zoho books. For sometimes it fails to execute and shows the error ERROR: Maximum Time reached of 15000 secs What is the reason and how can I handle this? Because while automating it causes a inconsistent state. Need help asap.
Switched to ZOHO for new year; how to record unpaid invoices?
If I have invoiced in the previous year and now using ZOHO, I'm told payment of that invoice in the current year on ZOHO should be a manual entry. Assume CR Accounts Recievables and DR Bank Account, but I noticed the latter is not available as an entry in the manual journal section of ZOHO (I only see CASH entries for petty cash or undeposited funds...) Thoughts? Thanks in advance.
Tax Details print on invoice
Hi, I have created an invoice but there is no option to print my Company details on the invoice like VAT, Service TAX etc. also my address is not printed on the invoice. Do I missed something or I need to enable these features?? Pls Guide.
Invoice line Items
Up until 11th March the code snippet from the invoice module custom function lineItem.get("stock_on_hand") would obtain the correct value now it is returning nothing ??
Stock method "0"
Hi Team I need to create a method that when the stock is "0" it does not allow to make any sale or create invoice.
Journal Creation - Getting Error on C#
I am working on create Journal on ZOHO, it always say {"code":4,"message":"Invalid value passed for JSONString"} My sample Json string, [ { "journal_date": "2013-09-04", "reference_number": "7355", "notes": "Loan repayment", "line_items": [ { "account_id": "460000000000361", "description": "", "tax_id": "", "amount": "5000.00", "debit_or_credit": "credit" }, { "account_id": "460000000038079", "description":
login to zoho books and blank screen comes up
login to zoho books and blank screen comes up any solutions
Get all the invoices from a definite date
Is there any API to get all the invoices between xyz date to abc date. Like if I want to get all the invoices from 1st Jan 2017 onwards till now. Can I do this using any of the existing Zoho book APIs?
How to enter stock serial wise and track sales wise ?
Hi, Im buying the year subscription and Im from India. We are a small trade agency, who buys items in quantity and then sells to customers. For example, I bought 100 routers today. I need to enter the 100 stock to Zoho Books serial number wise. So, whats while creating the sale, I can simply enter the serial number and it automatically deducts that exact serial item from the stock. Is it possible with Zoho Books ?
thank you note error
there seems to be some problem with the thank you note email the invoice number placeholder is not working
Lookup Custom Field
Hello Guys Is it possible to create custom field in Zoho Books with data type as lookup? I have not seen the option in the dropdown. If not is there a way around to include some item in my Invoice as my part of my custom field? To elaborate- I wish to create a custom field with type as Auto Generate Number where prefix shall be customer name and auto generating number shall start from 1. So I would come to know number of invoices generated for each customer. My another query is related to newly introduced
Invoice entry layout
Nice to see the white space being used more efficiently :-) Am I missing it or has the "Exclusive or Inclusive" of tax been omitted ?? I have 11 Custom fields of which 5 are mandatory - it would be nice to have these grouped at the top of the seperated custom fields so that there is less tabbing required (Choosing the sequence would be ideal) :-) !
Go Cardless integration
Does anyone know if anyone has ever created an integration from Zoho Books with the UK direct debit handler Go Cardless? www.gocardless.com
Bank statement
How to withdraw a statement of account statement for the cash and bank accounts? An extract report identical to the customer statement.
item Creation help
Hey Zoho experts, Can you please tell me what's wrong with the following code, it executes successfully but the indicated code in red does not produce the required results ? .... Item_Details = Map(); Item_Details.put("product_type","goods"); Item_Details.put("item_type","inventory"); Item_Details.put("purchase_rate",pr); Item_Details.put("tax_id",""); Item_Details.put("unit",Unit); Item_Details.put("rate",rate); Item_Details.put("account_name","Sales"); Item_Details.put("name",newRange); Item_Details.put("tax_percentage",0);
Bills from Docs
Docs features are continuing to evolve nicely but some small enhancements would be appreciated.... Docs | Add to New bill.... Then select Purchase order outstanding & all works fine except that we then need to select the tax rate unnecessarily as it's already selected in the item details & on the purchase order itself & with 10+ items in the PO this becomes tedious ! It would be nice to be shown any difference in value between the PO & Bill so that we can accept & save or query the bill ?
Aging Details By Bill Due Date: Group by Due Date
Please add the ability to sort / group the A/P aging report by due date. currently, we have to add this column to the report and it does not allow us to sort or group by the due date. We need to filter by month of payable not all of the outstanding bills. ~Ideally, this is how it would show on our Dashboard also instead of only grouped by overdue or current. Thanks! -Gina
Inventory adjustments - feature request
I would like to be able to adjust all items on a single screen when we do year-end inventory. Quickbooks does this by showing an alphabetical list of all items (or you can sort by description) with a column showing the stock on hand amount and an empty column where you enter how many you actually have per the count. When you have several hundred items or more, this saves us from having to adjust each one individually
Footer in Statement
Is it possible to add a footer to customer statements?
Custom views for Items
Whoooeeee, just as promised - arrived on time in (nearly) good working order :-) ...... I know we forced a rush on this guys but can we get a bit more into the filter criteria, such as inventory, non-inventory items, service items, usage unit*** etc, this along with a column width for the item table would be fantastical additions :-) The column layout with minimal required fields looks dreadful due to the lack of column width control, the name is very bunched up with lots of wasted space :-((((((
When creating or matching an expense, provide option to account for sales tax
Hi Team, We're really loving Books and its integration with Inventory! One area, however, that we seem to struggle with is the ability to separate the cost of goods or services and the associated sales tax when manually creating or matching expenses. For our accounting and tax purposes it's important for us to be able to clearly identify the sales tax that we have paid on all receipts. The only workaround I can think of is to manually enter two separate expenses for a single receipt: one for the
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