VAT-type Taxes in US Edition?
I'm located in the US, and I use the Zoho One US edition of Books. We are in the process of registering with Canadian authorities for their GST / HST, which is a VAT-type of scheme. It is not immediately obvious to me how one would deal with input tax
accounts payable and receivable subaccounts
How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??
Add SKU to query options in `items` API endpoint
It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.
Estimates and invoices being sent from company-wide address, rather than individual
In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)
Need profit margins for books in estimates & invoice
https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate
Item Level Notifications
I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?
Cannot categorize a bank deposit to an income sub-account
When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappears
Following retainer invoice for partial payment of a sales order
HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paid
Sales without an invoice
Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales
Goods in transit
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
Better implementation of Item Category on Invoices and Estimates
1) I have added Item Category as a custom field. Honestly, this should be a native part of the item itself, and either required, optional, or not used. 2) When entering an item on an invoice, you have to enter the first character(s) of the item, otherwise
Bulk Update (via the 'Accountant' menu)
Why can't we bulk update Expenses to Owner's Drawings? It always ends in failure with the error "Involved account types are not applicable". If such conversion isn't possible, why make the option available? Better to allow it though.
Set Reply_to parameter for "Email an Invoice" API Endpoint
Is there a way to set "Reply To" email address when using the Email an invoice API endpoint? It doesn't seem to be in documentation, but sometimes there are undocumented parameters. If it doesn't exist, please consider adding it as parameter since all
Zoho Books adaptado a la legislación española. ¿Sustitutos?
Buenas a tod@s No tenemos información sobre la adaptación de Zoho Books a la nueva ley de facturación en España. Me preguntan usuarios de zoho que deberían hacer. Propongo una lista de alternativas, si al final se opta por no desarrollar la funcionalidad
No Mark as filed buton in GSTR -3b
We are filing our GST in GST portal -and want to mark GST in Zoho books as filed. It is possible to mark GSTR 1 as filed through Mark as filed button. But there is no such button in GSTR-3B. How to mark corrosponding GSTR-3B as filed?
Function #13: Transaction level profitability
In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specific
Allow bill to nest multiple projects
A bill (purchase) is more often than not used across multiple projects and this functionality is missing and very urgently needed for accurate reporting of purchases across projects
Custom Status for Purchase Orders
Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking
Profit Margin Scheme
I'm a tourism company operating in the aviation and outbound tourism sectors. Typically, taxes are 0% as our operations are outside the country. However, the state has now imposed a tax on the profit margin. This means if the selling price of an airline
Invalid Element place_of_contact, Invalid Element gst_no, Invalid Element gst_treatment
so this is the body contact_name: orderData.customerName, company_name: orderData.customerName, email: orderData.email, contact_type: 'customer', currency_code: 'INR', gst_treatment: 'business_gst', gst_no: 'i using proper gst no i just removed it from
Not able to item an item to non taxable via api, despite sending is_taxable as false
Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!
Collection & Payment Mapping Automation
We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients
Avoiding Inventory Duplication When Creating Bills for Previously Added Stock
I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert
Applying EUR Payments to USD Invoices in Zoho Books
Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in
Customer Addresses cannot be edited/deleted in invoices
In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added
Custom Fields connected to Invoices, Customers, Quotes, CRM
I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?
Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)
Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency
Partial payment invoicing
Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as
Inputting VAT Pre-Registration expenses for first VAT Return
Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I
Webhooks and Integration
Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please
Zoho Books X Zoho Expense
Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the
ABILITY TO LOG INTO CUSTOMER PORTAL
I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
Sort, filter & save views for BOOKS PROJECTS
Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically
edit input format in custom field - sales order
hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina
This transaction type cannot be matched with a line on the statement.
When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized
Is there a way to link an item to a liability account?
I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit into
Select a balance sheet account when creating an invoice
Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues. I have to create a transit revenue account and then tranfer to the right
Zoho Books - Sales Person Contact Details on Quotes
Hi Zoho Books Team, I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales. When I tell them that it is not possible they are always surprised and say something
How to send invoices to 2 emails?
Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.
How to see history on Bulk send of Customer Statements
Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlooked
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