• Assign check number when paying via check

  I'd love to be able to add the check number when paying by check, so that it syncs back into Zoho Books to show in the cleared/uncleared checks section under expenses. Otherwise when paying other bills I have to skip check numbers as there is no way to

• Getting the correct status of Books in Zoho Finance in CRM

  Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to

• Zoho books custom function

  Hello, I am trying to code custom function in Zoho Books that would change status of Invouce from draft to sent or paid but I cnat make it. Can you please help me with coding. Code sample: orgid = organization.get("organization_id"); invid = invoice.get("invoice_id");

• Books : Where to find Sales order from a Project

  Hi Zoho Developers, From a Books Project, I have to push data to Creator, through a deluge script. From the Project data, I can't find Sales Orders and Purchase Orders links to that project. Where should I look to get SO and PO linked to the project ?

• Add Image in zoho books Item API

  Hello Team, Please find below the code for uploading images to Zoho Books items using the API. Kindly review it. itemID = item.get("item_id"); organizationID = organization.get("organization_id"); GetItemDetails = invokeurl [ url :"https://www.zohoapis.com/books/v3/items/2755065000008594950?organization_id="

• Experience Migrating form Reckon Hosted to Zoho Finance

  Hey All We currently use Reckon Hosted (I believe this is a modified version of Quickbooks) I wish to migrate to Zoho Finance (Books & Inventory) - as part of my Zoho One Subscription (I already have Books and CRM working) I need someone who has an accounting

• Late fees in Zoho Books

  I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late fees

• How to create a journal with Deluge?

  Im trying to create a journal with a custom button from a custom module. Some of the info on the code looks like this: LineItem1 = Map(); LineItem1.put("account_id",CuentaCredito); LineItem1.put("amount",ImporteDepreciado2); LineItem1.put("debit_or_credit","credit");

• Recording SEP IRA Contribution in books

  I have an LLC that is electing to be taxed an S Corp this year. I am wondering how to records SEP IRA contributions. Are they categorized under an expense or are they considered equity or something else that I am not thinking of. Thank you!

• CRM/Finance sync issue: different OWNED TRANSACTION logic

  Business background: in our enterprise we have sales person with their owned customers, which is assigned and synced with account owner in CRM and customer owner in Books, so that sales person will be able to see their owned customer in Books and Accounts

• On the job Estimate

  The CRM works quite well offline so I assumed Books would. I need to be able to prepare an estimate in a customers home on the iPad and in the real world we do not always have a data connection. Without data the app fails at every operation. Any ideas

• Calculate a field on client side using user input

  I have 2 custom fields in invoice called Height and Width. I want to calculate Area based on user input on client side. How is this possible?

• Zoho One Interface for Books - Recent Items Icon

  The Zoho One interface is fantastic but there's one minor thing that constantly stops me up using it. The "recent pages" icon to show the last 10 pages is such a handy feature but it's nowhere to be seen when using the Zoho One interface. It would be

• Connect books timesheet with Projects

  Hi, my issue is when I try to connect a project created by the CRM with a project in books, and then see in the timesheets (Books) all the billed and unbilled hours by users and all the data associated to create the invoices. thanks for your time. K

• COMISIONES DE VENTA EN ZOHO BOOKS

  Hola, hay una manera de calcular las comisiones de venta efectivamente cobradas. Yo uso Zoho books y me ayudas muchísimo a gestionar mis cotizaciones, mis gastos y mis ventas, pero no es fácil calcular las comisiones de venta por vendedor, ya que sólo

• Regarding Desk and Zoho Books integration

  I have the Zoho Desk and Zoho Books integration turned on. I use both extensively. But I don't think the Integration between the two does what I want it to do. Currently, from Zoho Desk, within a ticket, you can create a new Invoice in Books. That is

• Updated Python Samples/SDK for books? Edited to include my own repo

  There seems to be some wrappers out there but they are outdated and many years old and it looks abandoned and not updated to the latest API. Can anyone share a working python project that handles the token refresh stuff and has some sample endpoint calls?

• Changing The GL Account For The Cost Of Goods Per Invoice

  Hello, For DATEV reporting requirements in Germany, we need the ability to be able to change the GL account that the Purchase (Cost of goods) posts to for each invoice. This depends on where the customer we are invoicing exists. It is possible to do this

• ZB: Thank You for Custom reporting Account Transactions!

  This has been a request for many many years finally now we are able to report Account Transactions with a custom view that includes filters by Account--thank you Zoho!! 10+ years Books subscription, it has been fun to see this software grow. Best. -

• Enable workflow through api

  Hi guys, I have created an app in Zoho Creator and I am using Zoho Books. Zoho Creator is going to be my source for customer data in Zoho Books. Now I want to create a settings form in Creator to enable or disable the sync to Zoho Books. This is relevant

• Resync Accounts and Contacts on Finance Suite integration

  Greetings everyone! I found myself in the next situation: My customers list is already uploaded on Inventory and their subtype may vary between Individual and Bussiness. When Finance Suite integration was enabled with Zoho CRM there was the following

• Hacer un informe personalizado en zoho Books

  Hola, hice un módulo personalizado en zoho Books y necesito crear una función o botón para imprimir el formulario con logotipo de la empresa. Alguien puede hacerlo o asesorarme para lograrlo?

• Code that insert attachment to zohobooks expense

  Hello there, i already did code to insert attachment into zoho books projects, so i copied the same one and changed the values to expense and it doesn't work, so i need a help to send an image from zoho creator to zoho books expense as attachment, could

• Format Number

  Hello, I struggle with the format number settled in Zoho Books. I firstly had hard times finding how to convert a format like 1.000€ to 1 000€, and finally found how to do it into currency settings. But I still have problems with the "1 000€" format,

• Payments, Zoho Checkout integration with Books

  Hello, The question is about zoho checkout and its payment pages. Is there any way to auto-populate any field in the payment page, or to pass somehow a contact's ID to it? Why I want to do this is because currently I have zoho checkout integration with zoho books set up and the customers with payments get reflected in there. What I want to do is somehow to connect it with zoho CRM so I can update specific customer's field when the payment is made. Is this possible or are there any more efficient

• Can I fill the customer name field by entering the Customer's Mobile number in Invoice?

  Hi,  Is it possible to find and fill the customer name by entering their mobile number in Customer name field while creating invoice in Zoho Books/Invoice? Sometimes there might be repeated custumer but with duplicate names. In that case we have to search

• estimate and invoices item line tooo large

  Hii there, i have been using the zoho books for the last month and i am looking for help on how to decrease the item line spacing, the spacing between lines is to large, how can i decrease it. thanks sam

• How to customize the Zoho Books Payment Link email template?

  Hi, how to customize the Zoho Books Payment Link email template? The purple one : Can't find it anywhere!! thanks

• Client Cannot Access Her New Portal: Cookie Is Disabled (But Is It?)

  Hello, Has anyone run into a problem with clients unable to activate their portals because they cannot set their own password? I started using Books a few months ago and only created about 20-30 portals so far. Most seemed to work but 4 people told me

• Create CRM Task When Invoice Marked as Paid

  Is this possible, reason I ask is that any task created in Books is a Books task and doesn't display in Task List in CRM and I want all my tasks in one place and don't want to have to look in two separate places for my tasks I assume this would need to

• Create CRM Task when Zoho Books Invoice has been paid

  I need to create a task in Zoho CRM module relating to a Deal when a Zoho Books Invoice, also relating to same Deal is paid. I think Zoho Flow is the way to go but can't find a field in Zoho Books to use to create task in relevant deal. Can this be

• Dissociate a payment from invoice

  Hi everyone, I am dissociating a payment against the invoice and marking the invoice as void, this is happening manually but I want to achieve this using deluge. I have checked the Book API documentation but there is only I can GET, PUT, and DELETE a

• Zoho Book Integration - Actions not usable in new UI

  Hello, unfortunately the new Desk UI is not realy usable, because essential functionalities are missing in the official Zoho Book Integration! For example, for accepted estimates only the option to "clone" is offered, in the old user interface the actions

• [HELP] How to create an invoice using a sales order / Detail of books.zoho.com/api/v3/invoices/fromsalesorder API

  Hi, I found the books.zoho.com/api/v3/invoices/fromsalesorder API to create an invoice using a sales order. I tried it but the result is not my expectation. The statuses of the sales order used by the API are CLOSED, Invoiced, Paid, and Fulfilled. My

• Actual Costs - wrong

  How can I make sure that only my actual costs - as the field is described - appear in the Actual Cost field? I have the problem, as already communicated several times to the help desk, that in some projects outgoing invoices are displayed as well as costs.

• Linking Contact

  So we are trying commerce. Really to see if we can use it in our shop as a POS front end. It is very important for our company to link each small purchase to a customer so Square, izettle POS are poor as they do not have that ability and create a daily

• zoho for property management / short term rental , billing

  Hello all, I rent a few rooms on short term, so always by the month. For this I have made a own zoho one account. Now I ask how I set up this now fundamentally useful. The process is as follows. I get by standardized email from the mediation platform

• Need help on reports (Actuals vs Plan)

  Hey guys, I need some assistance on a problem im facing. Currently we have our actual numbers for our billable hours and revenue that we generate. We wanna compare this to our planned revenue and billable hours accross 2023. We have added a new dataset

• How to account for a business expense paid for with a personal checking account?

  A bill was created in Zoho Books for an invoice we received for marketing materials (appx. $1000). Then, the invoice was paid by accident using a personal checking account instead of the business checking account. The personal checking account is not

• Email History - Content of Email

  If I use the email customer function inside of Zoho Books I can see the Email Address - Subject - Sender - Type and Date. However, I can not find a way to actually read the content/body of historical emails. Where are they stored? Thanks!

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