Creating credit cards with sub-accounts for employee cards?
I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card. Ideally, I'd like to be able to setup
Function #52: Automatically associate Price Lists to customers based on currency
Hello everyone, and welcome back to our series! Businesses operating globally often need to invoice in different currencies based on the customer's location. In such cases, maintaining item rates in multiple currencies becomes essential. This is where
Book project costs to tasks
Hi all, New to zoho but far from new to this sort of platform. I've been scouring the web for a suitable platform for my growing business. I'm currently using Xero and WorkFlow Max but it lacks a key need. I signed up to zoho projects and books to test
Repayment of owners equity
Hi when I started using the free version of Zoho I transferred some money as an 'Owners Equity' loan. I now want to repay this. I can see I could repay the loan using Owner Drawings but this doesn't seem right to me. Can anyone help? Thanks John
Zoho Booksインポート時の税金の反映方法
~質問~ インポートで請求書を発行する場合に税金の反映が上手くできておりません。 「項目の関連付け」の項目で、どの①項目を利用するのか、その項目に②紐づけるデータについてご存じの方いらっしゃいましたらご教示いただけますと幸いです。 ~背景~ 基幹システムからエクスポートした請求明細のcsvを、Zoho Booksにインポートして請求書を作成しています。 しかし、この時に税金が上手く反映されません。 ※税抜き価格・税額・総額での表示を行いたく、税込み価格でのインポートは想定しておりません。 ※税
Accounting on the Go Series-34: Effortless Transaction Numbering-Configuring Prefixes with Placeholders in Zoho Books Mobile App
Hi everyone, In business, maintaining a systematic numbering of transactions is crucial for organization and clarity in financial records. Each transaction, whether it's an invoice, receipt, or purchase order, is assigned a unique number to track its
What's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items like
Books contacts not syncing to CRM contacts
When I go into Zoho Books Settings, to Zoho Apps, and try to sync the CRM contacts, I get an error message saying the Contacts CRM Module is not active. It is active in the CRM. Any help would be much appreciated!
Invoice template
I observed that the preview of invoice where "add tax to amount" is selected is not the same as the actual invoice. The actual invoice does not add the tax amount to the total amount on individual line. Also, the Total invoice value should be the sub-total
Add attachments to items
Please can you add the facility to be able to add PDF attachments to items. This would be useful for technical information and quotes. We cannot use the vendor attachments which have a limit of 10.
Consumption based inventory
I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized
Customer Address Not on Standard Invoice when Address is on Contact Record
Hi, I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not
Deluge UpdateRecord in Books not updating
I'm trying something very basic in Deluge /* This is a sample function. Uncomment to execute or make changes to this function. */ expenseID = expense.get("expense_id"); expenseDate = expense.get("date").toDate(); organizationID = organization.get("organization_id");
Assign Templates to a Branch
Hi, In Zoho Books you can assign templates of invoices,estimates... to customers and vendors and you can also assign transaction numbers to an specific Branch but Is possible to assign a template to branch? We need to use different templates in the same
Where is the sent email from Zoho Books?
Hello, We have the CRM, Zoho Books, Zoho Mail and other Zoho apps. When I send an email from Zoho Books, whether with an invoice, a payment reminder or payment received notice/thanks, it seems to disappear afterward. It's not in the Sent folder of my
Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
Accounts Receivable Opening Balances and VAT
I'm currently in the process of migrating to Zoho Books. I've entered all my customers opening balances in the Accounts Receivable section however I'm not sure how to deal with the VAT for the outstanding invoices. I know I can add an opening balance
Project Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING
As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
Time Entries from Projects not able to Submit For Customer Approval
Hello, I have a project in Projects where I have time entries that have synced with Books. They are all billable, but when I try and "Submit For Customer Approval", I get this error: Some of the time entries you’ve selected cannot be included in the Customer
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
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Automatic feed for OCBC and DBS does not work
I would like to post this as a warning to all Singapore users thinking of signing up for Zoho Books. STAY AWAY!!!! Go for Xero instead. I've recently signed up for Zoho Books (Paid account) as I was told by their sales rep that it would be able to link
Projects that are created in Books
Hi, When a project is created in Books and linked to a Customer, can it sync to Projects and the CRM? Charlene
How can I change the picture for a contact person in Zoho Books
Today I was adding a new contact person to an existing customer. When I was done entering his info the new contact person was displaying an image off the King from Burger King with sunglasses. (See attached screenshot) Where is this image coming from
How to add a custom column in the invoice table in Zoho Books?
Hello, I recently added some custom fields in the invoice module in Zoho Books which I want to add to the invoice table. I saw in the PDF template settings that it is possible somehow. Couldy you please tell me how I can add a new column in the invoice
For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
Automatically add a retainer to every estimate
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,
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
Bank feeds are broken
So my bank changed their website a few weeks ago. It requires 2 factor authentication to log in which I DESPISE, because I have to check a text or email to log in. Since then, my bank feed in Zoho has stopped working (since June 4, 2021) and nobody
Zoho API CORS
Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to http://127.0.0.1:4200, but when making requests to API I get CORS error. Am I doing something wrong? Maybe problem is with using ip/port d
Function #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
Using custom field in reports
Hi, how to view and filter reports by custom fields in report Need this function in "AR Aging Details By Invoice Due Date" report .
Hide banking information to users
Hi, I have invited my employee as a user and would like to give access to contacts, items, Purchase order and Sales. Would like to hide other information like banking, reports, etc. Please explain.
Does Zoho Books allow for capturing sales without an invoice?
I received commission payments without submitting invoices. Is there a way that Zoho Books (or other product) can support that business model?
Importing customer comments and multiple shipto addresses
I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, but
Function #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
Is it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don't
Selecting Multiple Transactions
Is there a way to select multiple transactions when in a bank account and batch categorize them?
Consolidation of same items in the Salesorder.
Hi; I am a Lighting vendor and i give my quotations for Lights on a room wise basis. I have created a extra column for the rooms. In the quotation, the same light fixtures would be given in different rooms. When i convert the quote to sales order, i want
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