General Ledger import
Is it possible to import a general ledger into Zoho Books? I've been trying to do this with my Quickbooks data and you can download a general ledger but uploading that into the "Expenses" section seems to cause issues. Thanks, john
Need Credit note Attachment api
I am exploring zoho api. on api portal https://www.zoho.com/books/api/v3/credit-notes/#overview But I am struggling to find a Credit Note Attachment Api. We need to send Attachment with Credit note. Can you please share the credit note attachment api
The server refused the connection
I've setup a web form on www.bizam.com and it did work for a while although now instead of the form I get a broken link icon with a massage that says "The server refused the connection" Any idea what happened and what I can do to resolve this. Thank
Projekttage im Zeitnachweis abrechnen
In einen Projektangebot werden Projekttage und Projektstunden angeboten. Als nächstes beauftragt der Kunde das Angebot. Nun wird aus dem Angebot ein Books-Projekt erstellt. Die Artikel mit den Projekttagen, Reisekostenpauschalen und Projektstunden angelegt.
Department specific approvals for bills and expenses
Hi, Our organisation has multiple departments. Each department has multiple cost centres. I need to create an approval workflow that a user only recieves invoices, expenses, bills from the vendor portal, specific to their department. The bill workflow
Can i integrate zoho books with my own website?
Hi guys, im trying to integrate zoho books with my website, so is it possible? Or i have to keep other ways?
QuickBooks to Zoho Books Migration: All You Need To Know
Surviving and attaining success in the corporate world is directly linked to effective data management processes because that is the most important thing in the present. In case you are a business owner, chances are highly likely that you have an in-depth
Price List - Mark up or Mark down Calculation
Hi, I when i apply mark down in ITEM Rate with certian % , in my invoice im viewing the ITEM Rates with GST ie if im giving 10% discount on Sale (Sale price 100) in MARK Down which has 5% GSt, The price including GST will be 90 ( 85.71 (Basic) + 4.29(GST)
How To Move Custom Fields from one corner to another
I have Created New custom Field Called Unit Price in Estimates is that possible to from one corner to another....! i need help to move the unit price after Tax Calculation please help me with relevant idea
Convert Sales Orders to Subscriptions
Hi I run a SaaS Software business reselling vendors software and us Sales Orders to create Purchase Orders and normally Bill my customer monthly. It would be great if I could convert a Sales Order to a Subscription for that to then take over the Billing.
Is there a custom function that will allow me to pull Info from CRM into an Estimate
Hi All, I am trying to work out some automation and not sure where to start, Currently i need to Automate pulling my Deal Number from CRM and have it show inside an Estimate when i create it. i.e. CRM.Deal_Number -> CustomField "Deal Number" I have not
Tracking non-billable time that isn't customer specific
We use Zoho Books and Zoho People for our consulting firm. Our consultants bill 85% or more of their time to clients and we have projects and tasks setup in Books for that. What we need is a place to track time for things that are not client specific,
Add Bulk Expenses
I find it very repetitive to add bulk expenses. For example, If I enter a past date , I have to go to past month several time, if this enables to keep the last selection (month / month and date) it will easy for data entry. Also, there should be an option
How to include Signs in all pages of the invoice instead of just the last one?
I would like to add the Sign field but as it is right now it only appears only in the last part of the invoice and if the invoice is long enough in some cases the signs will not appear on some pages.
Whatsapp Integration
It would be really great if notifications of unpaid invoices, packages sent, quotations... etc could be sent through Whatsapp Business. Right now the only way of doing it is through Twillio but it seems quite a pain in the a** doing it through there
Deactivate Employee Sign in option on Zoho Books portal.
Personally, I do not like my customers to see the branding of the Software I use. In the case of the Zoho paid version luckily all Zoho branding can be removed. Unfortunately on the client portal there are still several places where Zoho branding is
Sales Invoices billing in multiple units
We are into FMCG business both food and non-food. Question i wanted to ask is for eg : - We purchase rice in bags. We sell in kilos as well as bags. Is this available in zoho books invoice. Similarly other items like cooking oil , we buy in cartons and
Validation rules
Sales order | expected shipping date I can't find a way to ensure a shipping date is entered via the validation rules & there is no way to make it a "required" field ! Am I missing something or is this another oversight ?
How to record refund of deposit originally received into personal account but refunded from business account
Hi there everyone :) I couldn't see an 'Introductions' thread, but this is my first post. I've been using Zoho Books for my fledgling sound meditation business, very happy with it and glad to see all the support on offer in this community. I have a question
One customer with deferent branches
Hello all. I’m a new user, and four main questions. 1) can I have one customer with different branches? It will effect many things such as (each branch performance, payments at the end of each month as it will be one payment for all branches). 2) when
Zoho Books
I joined Zoho Books in April2022. I have not been able to use it because it does not sync with my credit union or capital one credit card. I asked for a refund within the first 30 days but did not receive it. I have spoken to several customer service
Are automated bank / credit card feeds permanently broken?
Hey there So I am moving from Freshbooks to Zoho books. I have moved most things and are generally happy. However, FB automated feeds worked pretty well, but one issue I found was a failure that caused me some extra manual transaction work stitching
Price List Import
I would like to import all my price list to zoho book
Mercury Bank and Wise Integration
I tested pretty much all accounting software on the market and I always come to the same conclusion that zoho books seems for me to be the nicest one. However I am payed for subscription for one reason, syncing my bank feeds. Unfortunately Mercury seems
How to Sort Detail General Ledger by Account Code
I need to send a detail general ledger to our tax preparer. I have customized the report to show the account code column. However, when I click the column to sort by it, it doesn't work. The report is not organized in balance sheet/income statement order
Get Invoice list api does not contain line items array?
Hi Team, We are integrating our app with Zoho books via apis. We observed that in order to get invoices data we made a call to get invoice list api. We found that the response does not contain line items for each of the invoices retrieved.
Is there a way to retrive the number of API calls used, in an API call response?
Hello everyone, Is there a way to retrive the number of API calls used, in an API call response? I'm programming a process and I need to know the number of API calls used during this procedure to take some desitions in my program. Is there a code that
How to schedule multiple "Bills Details" Reports with Specific criteria
I seem to have two issues with Zoho Books Reporting that I would like to better understand. This is specifically regarding scheduling the "Bills Details" report: 1. When I schedule a "Bills Details" report, it send me an email with the default criteria
INVOICE FOR ( AIR TICKET) TRAVEL AGENCY
Dear sir Pls suggest or add this in Zoho invoice Air Ticket. 5000 Inclusive Tax Service charge. 1000 GST 18%. 180 Total. 6180 But the problem in zoho not make invoice Non taxable and taxable . If one item Air Tickets GST charged Airlines by Govt Rules I only charge GST on service charge... How make invoice or pls add these featurs in Invoice templates zoho books This is v v important and urgent Pls reply ambertravels1@gmail.com Hemant chopra
Amendments to output tax.
If I have missed any invoice in quarter and VAT already submitted , then how can I process OLD invoice in current quarter (UAE), how I inform FTA when I am submitting VAT that these invoices belongs to pervious quarter ?
Balance Sheet showing Accounts Recievable when payments for all entries recieved.
Accounts Recievable Account has Entries in the Accrual Balance Sheet even when all invoices paid. Why is it so?
Default Exchange Rate
When transactions between base currency and foreign currency in Books are added programmatically, an exchange rate of 1 is assumed. It seems like it would make far more sense to have the default exchange rate be whatever Books already has internally for
Invoice a client in multiple currencies
I have a few clients who I bill on multiple currencies depending on the type of products I am selling them. Currently, with Zoho invoice, a contact can be of only one currency code, so for those few clients I had to create multiple clients (one for each
Multi-currency for a single customer in Zoho Books
Hello, I have a question regarding Zoho Books. We are selling products worldwide and it happens sometimes that for a specific client we use USD for a product and for another product, we use EUR. Is it possible to manage multiple currencies for a single
lock in period for accounts
hi, i think there should be a feature to lock the financial year accounts with certain password when it gets filed with income tax department, so that there will be no accidental changes further. So this is a request from our side to add the above said
Estimate to retainer Item Description to be copied
Estimate to retainer item description is not copied currently. Either the Item Description Rows can be copied and Qty/Rate can be apportioned as per the Retainer % OR Item Description Rows can be copied alongwith the original Qty and Rate also, and somewhere
Is Zoho Books still supported, or is it a dead product?
Just asking, because it's next to impossible get any any technical support for Zoho Books. We opened a support ticket a few days ago, but have no email confirmation, nor any reply for Zoho. It's about getting '1048' error codes with the message: 'Sorry,
You cannot enable Entity level discount when you have registered for VAT.
Hi Can some one help me out with this. I want to apply discouunt before VAT but the message states as You cannot enable Entity level discount when you have registered for VAT. How can i make changes?
Switching accounts
Hello, We need to switch accounts in books, for example: we buy from our suppliers raw materials that are first accounted in Inventory. In a second step, these products are "bought" by internal employees to manufacture end products. We thus need to switch the products from Inventory to specific exepense accounts. Inventory Adjustments only allows us to modify values or quantities not switch to another account. Can you tell us how to do this please? Thanking you in advance m
Group of companies: Branches or Organisations
I have a group of 3 companies, each with different configurations in their Chart of Accounts. They occasionally have related transactions. Rather than pay $12 each for standard organizations, I wanted to pay $36 for Premium to unlock some other integration
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