Can't remove PayPal as a payment option
I'm on the free version of Zoho Books and enabled Stripe and Braintree for CC transactions, Stripe for ACH transactions, and PayPal. I created a payment link and tested it by clicking into it, but I noticed that the only option that appeared in the link
Tax Payable with Etsy Sales Tax
I sell on Etsy and have it connected to my Zoho Books. When it brings over a sales order it show Etsy Tax as 0% but has an amount in there. i can;t change this and all taxes are paid by Etsy but in Zoho Books it lists it as Taxes needing to be paid. How
Function 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking
ZohoBooks: Information feed from MS-DB / SQLServer
Hello everyone, Good day. Did anyone manage to connect Zoho Books with MS-DB / SQLServer? Appreciate if you can share your process. Thank you.
Demande d'informations sur l'API Zoho Books pour partager un appareil
Bonjour, Je souhaite savoir s’il existe un endpoint API permettant de générer ou récupérer un lien de partage public pour un devis (Estimate) dans Zoho Books. J’ai tenté d’utiliser la requête suivante : POST https://books.zoho.com/api/v3/estimates/{estimate_id}/share?organization_id={organization_id}
How do I group billable expenses onto one line item of an invoice?
I have multiple expenses that are billable. When I create an invoice, I can add those billable expenses to the invoice. However, doing so results in each individual expense having its own line item on the invoice. Instead, I want all the billable expenses
Inventory valuation
Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item is
Access invoice custom modules data from API
Hi, I am using $url = "https://www.zohoapis.eu/invoice/v3/invoices"; $opts = ["http" => [method" => "GET",header" => [ "Authorization: Zoho-oauthtoken $accessToken", "X-com-zoho-invoice-organizationid: $orgId" ] ] ]; From my app to retrieve the invoices,
Linking Purchase Orders to Task budgets
Hi, We are a construction company within the mining industry. Our projects usually have fixed budgets (Cost budgets per task). Is it possible to link Purchase Orders to task budgets? I know you can link the Purchase order to a project, but this is not
Import of Bank Statement DO NOT work - Date Mapping issue - Basic Feature Issue Becoming Serious Pain
Hello, Yes, This is True. Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in proper
ZOHO NEEDS TO CREATE AN OPTION TO PASS CREDIT NOTE AGAINST SALES RECEIPT
Zoho needs to find a way to pass credit note on sales receiptS. Creating a dummy invoice is causing major issues in tallying our sales figures and compliance with tax authorities.My system is tied to tax agencies and trying these options causes major
INTERGRATION OF ZOHO BOOKS PREMIUM PLAN AND ZOHO INVENTORY STANDARD PLAN
Hello. I was using Zoho Books premium plan with 3 branches and has been working well until I purchased Zoho Inventory Standard plan. Now my 3rd branch location has been deactivate din Zoho Premium. how can I solve this please since I use all the locations
how to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number
Zoho books not accepting valid state code via api
Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state
How do I categorize my Sales Tax payments on bank statements
I have uploaded my bank statement and I am trying to manually categorize my sales tax payments and I am not able to use a liability account - using the standard account for Sales Tax / Tax Payable. What am I doing wrong?
Understanding "Deposit from Other Accounts" vs. "Sales Without Invoices"
Hello, Zoho team! I am a new Zoho Books user trying to correctly input some historical financial data. I'm hoping you can help me understand best practices for when to use "Deposit from Other Accounts" vs. "Sales Without Invoices." I'm an author who receives
Zoho Books Product Road Map
I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.
Help with Zoho Books Deluge code error
I have this deluge code im writing for Zoho Books button, it throws an error: Check and update the code in line 12 as there is a Exception : Error at line :14 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression
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
Assistance needed in transition if firm is converting into company
Hello! Our sole proprietor firm is converting into private limited company. I would like to know what needed to be done in zoho books for such case. what are steps that needed to be perform for transition process in our zoho books organization profi
Bulk payment of bills from multiple vendors
Is there a way to pay multiple vendors bills in one transaction? It appears that you have to deal with each one as a seperate transaction. Is there a way to export the transactions to the bank using an ABA file?
Zoho Finance Limitations 2.0 #18: Can't Validate System Date Fields within Books (if empty)
Throughout books there are system date fields on Purchase Orders, Sales Orders, etc... You can run validation on these BUT ONLY based on the date entered... example: it must be X days after or before Y. However you can't validate the field is a user leaves
Reporting tag as mandatory
Why we can't set it as mandatory once we need to input it to get the budget affect?
Petty cash discrepancy
How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.
Match deposits with multiple invoice payments
I made a deposit of two customer payments (checks) so they both came in under the same deposit line through the bank account feed. How do I match this one deposit to two invoice payments?
Track Partially Raised PO from Sales Orders
If I have a sales order with 15 items and I converted it to a Purchase Order with 12 Items These items are invoiced and billed, the next time I convert it to a PO i should get 2 items listed but it shows all the items again Why doesn't Zoho Track the
Budget roll up
If we load budget details to main expenses and would like a view of budget vs actuals based on the roll up of sub expense, does anybody know how we can get it. For e.g. our budget is loaded to main expense heads like Travel, Entertainment, etc. Travel
is it possible to get job wise (invoice) profit?
HI Team Greetings i need a Help.. recently i migrated zoho books to my clients. previously we use quickbooks . Then when ever we need we can get the reports job wise or invoice wise profit margin ( invoice-COGS-Expenses)in QB.is there anyway to get
Not able to see "RETAINER INVOICE" in my tab or in General Setting
As you can see in the attached screen, i am not able to see retainer invoice option in my main/home screen or even get option to check or uncheck in general setting can anyone please help, if they have encountered such issue
Create vendor via API
The Zoho Books web ui has an option to add a new vendor. Though I can't find an API to create a vendor. Is there an API available for creating a new vendor? Regards, Vinod
Foreign currencies behaviour
Ladies and Gentlemen, It's really good to hear that you are developing your product, which I like a lot, but honestly, I'm sure you have much simpler issues to deal with. Foreign currencies operations have a HUGE lack in your product. Transferring from
Calculations in item custom field
Dear Sirs, Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,
Payment Gateway
Hi, Im having an issue with the payment gateway, Im unable to edit/delete the details on paytabs as it mentioned it has peding transactions, although I have deleted all payment links created. See below screenshot
Zoho books balance vs. bank balance
I don't know why Zoho keeps changing the Books interface. I used to see Zoho Account Balance and Bank Balance for the auto-feeds. Now they are gone??? this has happened a couple of times in the past . Please bring it back.
Zoho Books API down
We've been using the zoho books api for the last few weeks to pull open invoices, and the code has stopped working suddenly. When making the same API call as always, we're getting a 400 error.
Challange in Zoho Books Integration Task - Create Record
I am creating Customer record in Zoho books, through Workflow\Custom Functions in Zoho book. The input values are picked from custom module "cm_student_id" during edit and save events. The Customer record is getting successfully created, however only
Issue with "invoice_url" Field Showing Draft or Void Status
We are using the Books API feature, and we are experiencing an issue with some invoices. When we use the "invoice_url" field to access an invoice link, we receive the error message: "Invoice that you are trying to access is in draft or void status." This
Zoho Books - uploading company logo squashed
I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and png
Issue with Pushing Invoices to Fatoora Portal in ZOHO
Hello, I am experiencing an issue when marking invoices as "Push to Fatoora Portal" in ZOHO. Some invoices remain in draft status, with the Push Status showing as "Push Initiated." Ideally, once successfully pushed, a QR code should be generated. However,
INVOICE NOT RECEIVED
I NEED INVOICE FOR PAYMENT FOR ZOHO SUBSCRIPTION URGENTLY
Next Page