• Latency

  I have an integration to shipstation from zoho books.  It works.  But Sometimes the roundtrip is quick. Within a minute.  Usually it takes about 5 to 10 minutes. This is not the first time, but today I'm seeing close to an hour at different points in the day. This is for shipping which is supposed to happen quickly from a workflow standpoint. What gives?  When I look at the books order status, the workflow on the books side is notifying that it ran immediatly.  So that leaves the issue between books

• CRM and Books Integration - Customer's Paid Balance

  Hello, I wonder if anyone can help. I need to access payment info from Books and display it in CRM. The info I need is the amount paid towards a 'Potential' (as it is referred to in Books) or Deal in CRM. Staff using the CRM basically need to know what

• Invoice notification not displayed correctly outlook clients

  Hi All, Small question i like the invoice notification thats standard in zoho books. But its displayed wrong in all versions of outlook ?  I tried some diffrent things and settings but nothing helps See attached image. Sincerly Marvin

• Project Hours for 2022 Not Showing Up in Books

  My company tracks hours in Zoho Project and pulls billable hours into invoices in Books. I have been able to do this with other projects, but I'm having an issue with one project.  I can see the billable hours for the project from 2020 and 2021 in Zoho

• API Key Support for Inventory or Books

  Could someone tell me if Zoho supports API Keys for either Inventory or Books? I can't find documentation regarding that. I can see OAuth support but what I need is more like 2-legged OAuth to connect my backend to Zoho. There is no browser or actual

• getRecordsById not working for fetching from Books custom module

  The custom function I am working on is pretty simple - I need to fetch a record from a custom module in Books. Here is what i am using: response = zoho.books.getRecordsByID("Countries of Origin",orgID,recordID); info response; OR response = zoho.books.getRecordsByID("cm_shipping_detail",orgID,recordID);

• Zoho Books Data backup with attachement

  Hi first of all thanks for your help, I'm a daily user of zoho books since its lunch, and i'm trying to find a way to download my Data with their attachement (paiements & invoices attachements). is there a way to do that ? 'cause the CSV backup isn't

• Limit on atached files

  Hi, Zoho Books, allows me to upload 5 files of 5Mb each. Is there any way to increase that limit? Regards, Julen Durán

• Show Zoho Books (invoices) in CRM

  Hi there, We are trying to figure out how to show all the invoices of all our customers for all of our users. What permissions make this available? Currently we have a role that only has the permission 'View' at our 'Customers' but the users still can't

• Stripe ACH payment support

  Would love to see Zoho Books integrate Stripe ACH payments. Any chance on this happening? The only two processors that Zoho allows ACH payments through are Authorize.NET and Forte, and both require a monthly fee, whereas Stripe does not. With Quickbooks

• Inventory - Items: Exports do not include serials numbers or batch numbers (even not when I chose "Include Serial Numbers") ?

  When I export items (by showing all active items, and selecting "Export Items" in the hamburger-menu), I can chose the export to include Batch Numbers and/or Serial Numbers. But the field "Serial Numbers" in both the CSV-file or XLSX-file is always empty,

• Showing sales for a period in CRM from Books

  Hi, Looking to find a way to show sales year to date (or whatever time period) on the accounts page in zoho CRM puling the data from Zoho books.  The defualt section that appears shows sales over all time, but cant be limited to a resonable useable timeframe.

• Error en API de facturas de proveedor de Zoho Books

  Hola buen día,   Estamos intentando hacer una integración entre un portal de proveedores interno que tenemos en la empresa y las facturas de proveedor de Zoho Books, para lo cual hemos encontrado un inconveniente: En el caso de que una orden de compra

• CRM App integration with Books

  We want to allow our salespeople to use the CRM app to take and place orders and estimates for customers, this works within the App but that information does not migrate into the finance connection with books... this means that the salesperson can work

• Bank transactions not pulling to Books

  Hiya, For some reason my Zoho Books has stopped pulling through my bank transactions. Nothing has been changed. I have tried to deactivate the feed and delete it then add the account again but it is still not working. Any ideas on this please? The bank

• Better track review based on a *when* the revenue was generated vs. when it was billed

  I love Zoho Books. I just have a problem with the way revenue is being reported in my company's Zoho Books subscription. We have a professional services firm where we bill clients based on timesheets. We have dozens of clients, each with different billing

• Zoho Books - sum of previous invoices plus the actual amount of the recent invoice in one Number.

  In Book you have "sales" and there you can issue a retainer invoice. As we are in construction business we issue plenty of retainer invoices for a project until at the very end we issue ONE INVOICE. According to german tax requirements we have to follow

• Books in Poland

  Hi all! I am just curious...is there anyone from Poland who implemented Zoho Books in his company? :) I am checking right now level of compliance with Polish regulations, etc.

• Remove permanently field on invoice pdf

  Hi I would like to remove or disable a permanently field in Zoho Books on the pdf invoice. The field is locked in the preferences-> invoice settings. See image. Thanks!ments. Anyone any idea?

• Retrieve multiple items in one request

  We are building a CF to retrieve the vendor information of every item in an invoice.  Loading the invoice, and the associated item list, is working.  Unfortunately, the items retrieved do not include custom fields or preferred vendor data.  We have considered

• Better integration with Zoho Books

  We are a customer of both Zoho Books USA , and Zoho Sprints. Is there a better way to reflect hours logged in Zoho Sprints as billable hours to Zoho Books? You are currently making us do double entry or a cumbersome export/ import procedure. Please advise,

• Stop Books Invoice From being Sent to customer when Offline Payment Selected in Commerce

  I have orders coming in from Commerce, we have an offline payment available on commerce for customers with card on file. (We will change them manually) When Flow confirms the order, books creates an Invoice and sends it to the customer.  I need to block

• Projects for Client Users without Client Account?

  Is it possible to create a project for a Zoho CRM Client User without forcing them to be assigned to a Client Account?  We are a non-profit, and want to keep individuals/contacts un-mapped to Accounts because it breaks their individual accounting in Zoho

• Best plugin to sync WooCommerce to Zoho Books and Inventory or Zoho Apps?

  Hello, we are building a business to business store in woocommerce. What is the best plugin to sync our products in woocommerce to Zoho?  Thanks

• Zoho Books category API

  Hello everyone! Are there any API calls to manage items categories?  

• Zoho commerce or Shopify for integrating Zoho books and inventory

  Hello, we want to integrate our Zoho Inventory and Zoho Books for order processing. What is the most easiest and convenient platform to use? Shopify or Zoho Commerce? Thanks  

• Zoho commerce or Shopify for integrating Zoho books and inventory

  Hello, we want to integrate our Zoho Inventory and Zoho Books for order processing. What is the most easiest and convenient platform to use? Shopify or Zoho Commerce? Thanks  

• Books app and charging customers

  This year we have been happily taking payment from customers in their home via the Books app and charge customer. It has been useful for a few customers plus as a backup in our showroom. I was a bit surprised yesterday to find the option on the app had

• Can we have predefined estimates or estimate templates?

  Hello, all of our estimates always include positions like: - planning - montage - electric installation - maintenance An estimate for package A includes following positions: - material A - appliance A - planning - montage - electric installation - maintenance

• How do I create a Credit Note from Zoho CRM

  Greetings to you all! Hope somebody can help me with this one.... Here's the issue: When I create a Deal on Zoho CRM, I create a function to create an Invoice in Zoho Books. I need to create a Credit Note the same way when I create the Invoice, in case

• Zoho Books Can be used as POS

  Hello Can Zoho books be used as an alternative to a standalone POS solution? Is someone doing this, and if yes, are they able to manage it?

• Custom Unit

  I need to add another unit type to the list (Month). This is mainly for Subscription use, but I think I had to actually make the change in Books. I have added units types before, so I know it was possible but I can't figure out how to do it again and

• One Vendor Invoice with three payments schedule

  We would like to have have visible in zoho that a single invoice from our vendors could be paid multiple times (2 or 3 times) and each payment date to be visible in the vendors invoice panel. Now is not possible as we can only determine 1 specific payment

• Zoho Books Integration with Creator

  Is Creator going to be integrated with Books? Or is it already and it is not in the documentation yet? Bruce Letterle Red Lab Media

• [HELP] Not auto reflected pricebook rate to items when creating a sales order by api

  Hi, When I created a sales order by API with the pricebook_id parameter, the created sales order items were not reflected prices by the price book. The requested URL is like https://books.zoho.com/api/v3/salesorders?organization_id=XXXXX with POST. JSON

• Integrating Zoho Books with Zoho Bigin vice versa

  Hi all, I'm using Zoho Books for financial administration, invoicing, estimates, etc. I'd like to use Zoho Bigin as a light CRM solution for my small company. For obvious reasons, I want to integrate Books and Bigin with each other. Does anyone know if

• Import items - Only available for sales - Not seen in purchases

  Hello Community! I'm just racking my brains trying to import items into Books and make them available for purchase. It only makes them available for sales...but I can't find them when I want to make a purchase order or a vendor invoice. I can only enable

• data import problem customer doesn't exist

  Hello, I have again a problem, I can't import my data in ZOHO using YOUR file in xls ... this is very crazy. I want to import my data list using the same template that Zoho provide like example. So, I want import data because there is NO contact in Zoho..

• One CRM organization, but 2 organisations in Books

  Hi There, I'd need a setup where I would have a separate organization in CRM, as I have in Books, so I can sync contacts separately. I have a US organization in Books, because of the different bookkeeping rules. So I don't want the full list of customers

• Pushing CRM products to Books as items via script - how to link the two?

  I am aware of the integrations available between Zoho CRM and Zoho Books, and our company is leveraging them. However, syncing needs to happen on-demand for one of our workflows, which requires producing entries for custom product in CRM and syncing them

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