• Generate Payment Link - ZOHO Books by an API

  Hello Team, is there any way we can Generate a Payment Link - ZOHO Books by an API, if anyone has any idea about this please do comment? Thanks & Regards Piyush Goyal

• Zoho Books API endpoint to fetch contact custom fields

  Hello I am trying to sync my custom fields of woocommerce checkout with the custom fields of contacts/customers in Zoho books via API I need the api endpoint to fetch all custom fields from Zoho books, how can i achieve the same? Thanks Puneet

• Why is my deluge code not executing properly? (New and learning deluge)

  I'm trying to update a sales order number through deluge for an automation I'm trying to build. What is wrong with it? /* replacing SO with SOR for sales order pre-fix */ SO = salesorder.get("salesorder_number"); replace = SO.replaceFirst("SO","SOR");

• Calculations in item custom field

  Dear Sirs,    Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,

• Books generiert keine valide XRechnung/ZUGFeRD

  Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten

• Resubmit for Approval for Zoho Books Module in CRM

  The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and

• Zoho Books Bookkeeper

  We are looking to move our current finance activities to Zoho Books, and our current bookkeeper doesn't have the ability to learn a new software. Does anyone have any recommendations for a local bookkeeper in Ontario?

• Stripe payments via Books invoice link missing email - affects fraud detection

  Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for more

• Force Sync Contact/Account from CRM to Books

  Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially

• Approval system in Books/expenses

  Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?

• How do I overcome the 800 transaction rule limit?

  I just received a message: "You have reached the maximum rule limit of 800." I searched the documentation, and I didn't find anything about the cap or limit. I asked the ZOHO Books team if there is a way to increase the limit. Their answer was: "Please

• Merge item

  As a follow up on a request point raised 7 years ago I would like to submit an official request to enable a "merge item" option. Discussion: https://help.zoho.com/portal/en/community/topic/merge-items submitted by user 4001007559351 Our business has several

• Zoho Books - agrément français ?

  Bonjour, J'utilise Zoho Books pour ma facturation. Je vais bientôt changer de régime de TVA et essaye donc de vérifier si je suis en conformité pour mon logiciel de facturation. Est ce que Zoho Books est agrémenté (selon l'article 286-I-3° bis du CGI)

• Side-by-side feature list, comparing One to other apps?

  Hello, I am going through some changes in my business, and evaluating my Zoho subscription. I currently pay for Zoho One, but only use Books and Social. I see that Zoho One is noted to have "Enterprise-level" features in each app. Since Books and Social

• Negative Expense

  Hi I would like to propose that Expenses can be entered negatively into Zoho Books and Invoice please. Because we are using Invoice like a customer statement and would like to show expenses negatively. PLEASE can you allow for this option or at least

• Multiple values in API

  Hello. I am trying to filter invoices by draft,send,unpaid,partially_paid. it returns me an error due to wrong values for status. is there a way to filter with multiple values?

• Zoho Books Advanced Auto Scan - Any good?

  Anyone use the Advanced Auto Scan feature? Is it any good?  I see that it's £6.5/month for 50 scans.  I use the free version at the moment and it's a bit hit and miss - I wonder what the difference is?  Thanks in advance for your opinion. 

• Die ZOHO BOOKS Germany Edition ist da! 🇩🇪 Webinar Reihe jetzt anmelden!

  Aufgrund der neue Verpflichtung zur E-Rechnung erreichen uns täglich viele Supportanfragen. Wir stellen Ihnen in dieser Webinarreihe die neuen Features von ZOHO Books vor und zeigen Ihnen wie Sie die neuen gesetzlichen Anforderungen erfüllen können. Aber

• Zoho Books and Zoho Desk Billing Time

  Is there a way to integrate Zoho Books and Zoho Desk so when an agent logs time on a ticket, a client can be billed for the time. worked. Thanks, Cameron

• Custom fields for Expenses/Bills in ZohoBooks ?

  Hi there, I wonder if there is a possibility to include custom fields when recording expenses/Bills in Zoho Books?. In particular it is needed to include Vendor's Fiscal Identification Number, so that when we report expenses and Bills to our tax authority we can keep track of this critical ID number. Anyone has a workaround for this? Thank you all in advance

• Stripe Terminal with Invoice/books

  Is there a way to integrate Invoice/books with a device such as the stripe terminal if you are already using their payment processing? Looking to setup a retail shop with a way to take cards on the spot.

• updateRecord isn't working

  Hello - I am attempting to pull a project ID from Books and write it into a field in CRM. Please help me figure out why it isn't working - I believe I have everything correct. Thanks! Here's the code snippet: //Get Books Proj ID and write to AFR Project

• Customer Data Integration between CRM and BOOKS not working

  A new contact is created via WEB-TO-CONTACT and the information is not always available in BOOKS.  Why is that?

• When to use Expense and when to record it as a bill?

  I refer to this help page: https://www.zoho.com/in/books/kb/bills/expense-or-bill.html The description mentioned here doesn't really help fully. If we go by this example - it won' t really help. You can buy bulk from Amazon for trading purposes. But we

• Zoho Thrive connection to off-line purchases

  Is it possible for Zoho thrive to connect to subscriptions or Books and pull purchase data from clients who purchase off-line or maybe through a different sales department where items are not listed on a website for sale? Say I have a customer that signed

• Dashboard on Zoho Books: rearrange widgets/boxes

  It would be great if we could move around the widget boxes on the Dashboard of Zoho Books. Thanks!

• Credits & Debits in Banking of Zoho Books

  The little observation which is disturbing and difficult to accept is that the Income is show as Debits and Expense is show as Credits. Which is suppose to be the other way. I am getting confused as I am business user not a Accountant. Regards, Rahul

• email attachments in crm

  Hi intially thought it was a workdrive issue but when we try to add an attachment to an invoice email from CRM-books we get this message. The file is not to big and we are confused. The request could not be authenticated as the authentication value you

• Bigin Inventory Books Integration For Items

  Hello, Can Bigin directly integrate for items sync with Inventory or Books? I don't want to use Flow, it's clunky. Thank you

• Banking feeds not working properly since January 2022

  We have problems with our HSBC feeds (UK bank) since January. The issue is that any non-GBP transactions from credit cards wouldn’t get through. Only transaction fees would. So for example, there was a 24.99 USD charge on a card, which got exchanged for

• Default Country list suggestions on CRM is different then on Book; how do/did others address this?

  So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with

• [Zoho Books] Remboursement de la TVA

  Bonjour, Dans Zoho Books, je ne sais pas comment enregistrer les remboursements de TVA à la DGFIP. J'ai deux comptes pour la TVA encaissées et la TVA déductible. J'encaisse plus de TVA que je n'en paye (négoce de marchandises en France), donc je reverse

• Le nouveau nom des devis dans Books ?

  Bonjour, Zoho change le nom des devis dans Books (et je suppose aussi dans Invoices et CRM). A priori pour s'adapter un nommage légal, si j'ai bien compris. Quel sera le nouveau nom des devis dans chaque pays francophone ? (Belgique, Suisse, France, Québec...)

• Zoho Books API to validate GSTIN

  Hello, While using create customer API in Zoho Books, will the GSTIN be validated automatically? Or, Is there a separate API available in Zoho Books to validate the GSTIN after / before creating the customer. Regards Prince.

• Books/Payroll tax payment question

  I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra

• Combining multiple estimates with one sales order

  One of my customer made a single purchase order combining multiple estimates, now how do I create a single sales order linking all the accepted estimates?

• Workaround to follow both physical stock and project-related expenses.

  Hi All, I built an Asset Management App in Creator and now want to exclusively use this app to keep track of the physical stock as well as the related expenses on associated projects. I do all that through deluge scripts using the api's. Each asset is

• Specify purchase_rate on line_items which aren't from Items

  Hi, I'm creating repair invoices with API with line items which aren't in Items. They're computer parts I get from a supplier's API, and it's literally thousands of them, so I'm just adding them ad-hoc, with just SKU, name, description, tax id and rate.

• Zoho book's barcode scanner not picking up products when scanned

  So, my accounts are linked with Zoho inventory and Zoho books. On the inventory side, we get asked to enter UPC codes during the addition of any new products. All our products have their own upc codes. However, while using Zoho book's android barcode scanner, the items don't come up after being scanned. In fact there is no place to see the barcodes in the books side. Can someone help me demystify this barcode issue?

• Job organization and work order creation

  Hello – I’m looking for assistance in determining whether the Zoho ecosystem is a good fit for my team. We’re a discrete manufacturing company that completes ~150-200 unique jobs every month and need a good way to keep track of these projects and their

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