Extracting data from ZOHO through API
How can I extract the invoice and bill reports from ZOHO through API? I have to create a dashboard in Power BI and we do use other software too for accounting, so to get all data from different software in single place I need the API.
Calculation of depreciation
Can we add the feature of calculating the depreciation on assets as the year-end and mark a journal once done?
Trying to make zoho invoice have a button
Hello I am getting this error with the code below. Anyone know how to fix? Check and update the code in line 5 as there is a Exception : Variable 'invoice_id' is not defined // Define Organization ID (Replace with your actual Zoho Invoice organization
Select Invoices by Date Range
Is there anyway to select invoices by date range then print them in bulk? Now I have to go and click on each invoice I want print and usually it opens up an invoice (because my cursor in wrong place) . I would like to select only invoices for April and then print them in bulk. YOu need this feature in most of the areas
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.
'Add Tax To Amount' not reflected in Invoice
Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:
No encuentro la opción para crear una orden de compra
No encuentro la opción para crear una orden de compra, soy nuevo, ya busqué tutoriales, pero no me aparecen dichas opciones.
How can I delete duplicate transactions?
I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,
Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regards
Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,
Unable to pay bill from Prepaid Expense account
Our transport vendor requires us to use their prepaid system. We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed. These bills must obviously be settled by from our prepaid account. I am unable to record
COST CENTER
Hello, Is it possible to add cost centers.
Urgent - issue with VAT registration
Im trying to enable VAT but it wont let me add my company VAT details. I'm getting this. Please disable Adjustments and Entity level discount before registering for VAT How do i do this as i cannot find answer. It would be nice if there was a help icon
No Updation of manual journals in case of Accrual basis of Accounting
Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basis
Excise Tax for Oman
We are a long time user of Zoho for multiple businesses. We have now started a new business division which is trading of beverages. This product however has an import excise tax (50% of assessed excise value) and sales excise tax (50% of invoice value).
NEW TO ZOHO
I am transferring from company accounts which are being recorded in written book keeping method. I have stocks which are purchased in cash some by credit from vendors. I have datas from pervious year like total sales and purchases etc In future i will
GROUPING OF CUSTOMER
SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKS
Convert Sales order to Delivery Challan
Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order
Cost Center accounting
Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? If
Fixed Assets Register
Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.
Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.
I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
Grouping payments to match deposits
Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different
How to record Staff payment and receipts
I'm a bit new with zoho so I have few questions its great if anyone here can help I work for a logistic company, every 1-2 months we transfer a lump sum $A to drivers so that they can pay for fuels or they can buy some tools. So my questions are - What
need help to set up feeds to Zoho books with CRM Perks plugin
Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I worked
Zoho books and zapier causes Invalid data provided
I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The
Enhancement - P&L Statement and Balance Sheet
Hi there! Providing an option to compare financial statements from different quarters was one of the most requested features in the recent times . We're more than excited to have come up with a solution - a Comparison feature for P & L Statement and Balance Sheet. Profit and Loss Statement and Balance Sheet provide you with a clear picture of the 'hows' your company can generate more revenue or cut down on costs and what you own and owe. But, then having this year's statement compared
restrict access to user to create invoice
hi team we need to restrict particular users from accounts dept to create invoice directly from invoice module in zoho books . Rather , they can only able to create invoice is by using "convert to invoice" from "Sales Order" module . pls help us to solve
Request to Make Cheque Printing Available as an Add-On Across All Plans
Hi Zoho Team, I have been using Zoho Books and other Zoho products since 2019, and they have significantly streamlined my business operations. However, I believe there is room for improvement in terms of feature availability across different plans. One
Invoice import error - duplicate customer name column - there are no duplicates
It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?
Zoho books api - sales order last ordered date
I would like to get the last ordered date for each contact in the book. How can I do this?
How do I categorize a payment made to one of our contractors?
Our company paid a contractor (via bank transfer). When I try to categorize this payment, the only options I have are: Asset Cash Credit Card Equity It should be categorized as an actual expense, paying a contractor. The closest thing I see, is under
Pay Contractor Timesheets
I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?
Workflow Based on Manual Journal
Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation
Cash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our Basic
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
Custom function inside a CUSTOM BUTTON - BOOKS CUSTOM MODULE
I am trying to upload the attachment in a custom module(Books) to a work drive. One module is working, but another module(New) is not giving me the desired result as it is also giving an error. Of course, I changed the module name etc. Attaching the script
Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
Function #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
Invoice attachment download problem.
Hello, I am using following zoho books documentation to get an invoice attachment using API. https://www.zoho.com/books/api/v3/invoices/#get-an-invoice-attachment Using above documentation method only latest attachment of invoice getting downloaded. There
Emails bouncing to Hotmail / Outlook.com
Today I have seen multiple emails bouncing all to Hotmail and outlook.com mailboxes, all other emails are being delivered. Is it just me or is this a widespread issue with Zoho Books ? Bounce Reason : uncategorized-bounce
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