Why is the default TAX or Drop Down choice [blank] in Zoho Books ?
I noticed every time I categorise an expense I must manually select my tax from a drop down list. If ZOHO was created in a tax free haven that would make sense. I have missed to charge GST on invoices and missed out on claims on purchases. Why is the default tax choice [blank] It would be better if a user could select a preference of what the drop down list displays. Or just set it to the default TAX most of us need to account for.
Unable to get contacts from account, ZohoCRM
I have created admin CRM account and able to get AUTHTOKEN using Zoho Book API as follows: # #Tue Sep 29 07:36:43 PDT 2015 AUTHTOKEN=b11c78429e9f0334f5e831c6781xxxxx RESULT=TRUE but when I try to access Contact from this account I got following response using API GET request " https://books.zoho.com/api/v3/contacts?authtoken=b11c78429e9f0334f5e831c6781xxxxx" I got following response { "code": 6024, "message": "This user belongs to multiple organizations, hence the parameter organization_id
Feature needed in timesheets
When an Invoice is created, the item sold is assigned a category. We use these categories to evaluate revenue amounts by category. It would be helpful if tasks in the Timesheet Projects could be categorized also. Currently, all of the revenue received through projects tracked in the Timesheet area of Books appears in the uncategorized line item in reports so we can not tell what kind of project/revenue has been created.
Update a Custom Field using API Call.
Hi Zoho, Is there a way to update a custom field on a recurring invoice using an api call? The documentation is pretty limited on updating invoices. thanks Emrhys Rooof.com
Peachtree migration to Zoho Books
Is it possible to migrate data from Peachtree to Zoho Books?
Purchase order in Iphone App
It would be nice if the mobile app had full functionality of the regular zoho books. In particular the ability to generate POs within the mobile app.
Terms and Conditions from Books to CRM
Good Day All! I hope this message finds you all doing very well. I am working on transitioning our company over to the Zoho Suite of products. We love what we see so far, however there are a couple of things that we need a little assistance on. We are looking to see how I can take the Payment terms from Zoho Books and map it to show up in CRM. Is that even possible, if so can you please point me in the direction on how to make this work. We send out our quotes from CRM and it would be nice to have
sales by customer report
When looking at the sales by customer report, I noticed invoices show sales with tax as a larger amount than the sales column. The difference is actually shipping charges. There is no sales tax in this instance. How can we correct this report?
Snail Mail API call
Hi Zoho, Currently, I am having to manually send snail mail through the website, and I would like to automate this task with an API call. I wasn't able to find any information regarding this issue in your API documentation. Is this possible to do with your current API? Thanks in advance. Emrhys W Rooof.com
Sale by client
Hi in reports/sales by client, shows the net sale (without taxes) and the total sale (with taxes), but in the total sale the system discount any tax retention (negative tax) applied to the invoice. I think this is an accountant mistake the total sale must be composed of all positive taxes and not taking in account the negative taxes (tax retentions). To really have the right figures should be 3 columns… sale without tax, sale with tax (total sale with positive tax) sales with retentions applied (negative
Multiple email address
Hi, I would like to send invoices to multiple email addresses. I've tried adding multiple addresses to the billing Zoho CRM contact as well as the contact in Zoho books, & to the recurring invoice but no luck. any suggestions?
Sales Orders
Hi, many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...
Mileage/Expenses UK Version
I do not appear to have options to set mileage expenses options in Preferences > Purchases > Expenses in the UK variant of ZBooks? The mobile app has a setting but when I try to edit/save it says it is unsupported in this version. The browser app has no settings for this for me... Any news on UK mileage tracking?
no display notes and descriptions in ledger reports
how to display notes or descriptions in ledger reports ?
Emailing Estimates
Hello, i'm trying to use the zoho books API to email an estimate and an invoice without filling in the InputJSONString. for the invoice, it seems to be working fine but when it comes to the estimate i keep getting "invalid value passed for subject"/ "invalid value passed for body". what may be the problem? please contact me on ngandu@circuit business.com
Two Companies or Two Business Lines
I need to have two different companies or two different business lines segregated with their own P/L but they share the same bank accounts? How can I do that? I created a new organization but I can share the same bank account Another option I did is I duplicated every expense account to make it separate for each business line but this is not helpful in reporting Appreciate receiving a feedback on the subject
Attach Customer Statement by default.
Hi Zoho, I would like to send out a customer statement with every invoice and I'm wondering if there is a way to set that as a default option. I'm migrating over from freshbooks to Zohobooks and I have a bunch of old statements I would like to bulk send out and having the customer statement would be really handy. Thanks Emrhys Rooof.com
Sincronización de módulos
Hola, necesito ayuda Estoy usando modulo CRM, INVOCEy BOOKS. Tengo dos organizaciones y las cree en books pero no puedo crear la segunda en INVOCE, me dice que ya existe y es la mía que están en BOOKS Y debo facturar a algunos por una organizacion a otros por la segunda y llevar el control en BOOKS e INVOCE Que estaré haciendo mal? Mario
Contacts Screen Column Headings
How do I select additional data columns to be shown on the contacts screen. For example, I'd like the column "Mobile" to be shown on there?
Adding Stock
This seems fairly basis and a fundamental requirement, how do we add stock to Zoho Books. We have opening inventory but once we use an item in an invoice we cannot see how we can add new stock of that item?
Two Questions In One - Amazon Online Payment
Is "Amazon Register" integrated as an online payment? Is there a list of apps that is integrated in Zoho Books? Thank you
Displaying PO numbers in recurring invoices
Many of our clients issue one PO for an annual monthly service charge. When invoicing we need to display this in the invoice We want to automate the system and use recurring invoicing in ZoHo books but it doesn't display the PO number or allow us to add a custom field to do this. I cannot believe that we are the only people who want or need to invoice in this way. Please can you add the PO field to the recurring invoices
Payment terms glitch
Hi we have noticed that when we go to select the payment terms in an invoice we cannot select the first tow items, instead we must select another item further down the list, once this has been done then you can go and select either of the first two items. Here is a link to a Dropbox video I took of the screen when this was happening https://www.dropbox.com/s/yisfgdl5tivi1cw/CapturedMovie_converted.avi?dl=0
list Item not working
when I call this list Item API in zoho books: https://www.zoho.com/invoice/api/v3/settings/items/#list-items , the response is: {"code":4,"message":"Invalid value passed for JSONString"} private void testZoho() {
JSONObject JSONString = new JSONObject();
JSONString.put("sort_column", "name");
String urlParameters ="authtoken=xxxxxx&organization_id=xxxxx";
urlParameters += "&JSONString=" + JSONString.toJSONString();
System.out.println("retJson1:\n" + urlParameters);
HttpURLConnection
Customers in zoho subscriptions and contacts in zoho books
Are contacts and customers in zoho books and subscriptions same entities ?
General Ledger
Please redo your General Ledger Report. Your presentation of General Ledger is equivalent to Trial Balance, it is not a general ledger. Please consider this!!!
Really unhappy with Zoho Projects / Books invoice integration
Hi I have been able to generate invoices in Zoho Books from Zoho Projects. The biggest issue is that there is no simple way to find out which projects have billable hours associated with them for the invoice window in question. We have to manually generate 200 invoices in order to find 75 valid invoices for sending. The second issue is that it is possible to accidentally invoice the same task twice. I was hoping for/assuming that the system would flag tasks as invoiced. The third issue is that there
Panama City - zoho books
Is there any person who is very familiar with zoho books located in Panama city? Im facing troubles in clasify my cost of goods sold and importation tax. Some how in my "Profit and Loss" report the information is not well clasify. Thanks!
Creating and sending an invoice
Hey, i urgently need some help sending an invoice when creating it, i have followed the steps from the site, but upon creation, this error pops up: "The invoice has been created. We face an error while sending the invoice. Reason: The email address for this customer was not found in the invoice details." Where do i put the email address and how do i label it. im using php
Importing invoices from Wave with partial payment
Hello, I'm converting from Wave Accounting to Zoho Books. For the most part is has been fairly painless, but I do have a few hiccups. I have invoices from prior to my conversion date (7/1) which have a partial payment applied. When I import the invoices,
Bank statment payments in, categorise
I am showing income in paid invoices, I did categorise for example money paid to us from our merchant bank and paypal as general income but then I realised I am double entering the same income. I know this is a general book keeping question and not ZOHO specific. My thought is as the money in is shown in the bank statement and the income recorded as a paid invoice then I do not need to categorise this money(bank/paypal money paid in) is this correct?
Customising template labels
How do i add another label to the template tables? I would like to include a column for units but i cannot seem to figure out how to do that.
Invoice Templates
Hi Please advise how I can add another column in my templates. I reqUire a template with ITEM/ DESCRIPTION QNTY DAYS UNIT PRICE AMOUNT iS THIS POSSIBLE PLEASE. Regards Michelle
raw materials costs x finished products costs
Please anyone have a good idea to solve this problem? I Buy raw material (milk) to make cheese. 1- I add milk expense 2- add the cheeses manufactured in inventory 3- When I sell the cheese doubles the cost - because zoho books monitoring the inventory
Advertising and Marketing
I am testing Zoho Books and find that there is no clear option to make transaction for bank charges. The critical thing I face is there are some charges made in "Advertising and Marketing" head which I did made any transaction. Can anyone know that its based on some settings like that. Why it appears automatically in profit and loss statement.
Deleting tasks from drop-down list
Hi, I would like to reset the list of tasks that I can chose from when making a timesheet entry for a project. Please let me know how to remove some of the tasks I can chose from. ps: I do not mind losing past entries corresponding to these tasks. Thank you
Boolean False
Hi im new to Zoho and i am having a major problem creating estimates using php and curl. please tell me what i am doing wrong. i keep getting a 'boolean false' <?php $url = 'https://books.zoho.com/api/v3/estimates'; $data = array( 'send' => 'false', 'ignore_auto_number_generation' => 'true', 'authtoken' => 'AUTHTOKEN', 'JSONString' => '{ "contact_persons": [ "157691000000041090" ], "template_id": "15769100*****41077", "estimate_number": "EST-000001",
Integrate Zoho Books And Zoho Reports
Why do we all use Zoho? Because the tools work great together. All successful businesses need to analyze their revenue as it relates to their customers. Please let us use the powerful Zoho Reports infrastructure to analzye CRM & Zoho books (invoices) together!!!
reading emails sent
I emailed an estimate using Books last week . in the email section i included some comments for the client ( i did not CC myself). is there a way for me to see that email that was sent? i'm looking at the estimate, but i would like to see the comments i included in the email. Thank you. RS
Recurring expense
I have a monthly recurring expense which is a payout to a vendor providing service. Can I get a bill created every month from thie recurring expense profile, so I don't forget to pay every month? thanks.
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