ENBD Business Bank Integration
Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Jose
reports
i want to see branch wise sales report accordingly how to customize it can you please give me a demo accordingly
Recurring Split Expenses
Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individual
How to deduct expenses from a payment
I am trying to take a gross invoice payment in Zoho Books, deduct some expenses from it, and get to the net amount in one transaction. I can do it as multiple transactions but that won't match my bank account entry. Any help is greatly appreciated!
How to have sub heads in Salary account
Hi How can i have sub heads under salary account, we tried but it is not allowing us to create sub heads Thanks Alka
Base Currency Adjustment - Mark Transaction as Something Other than Unreconciled
Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makes
How to generate separate statements for each branch of a customer with multiple branches.
We have a single client who has 5 branches. We need to submit the Quotes, Invoice, and statement for each branch individually. How can I do that? For now, I have created 1 Customer with multiple addresses for sending the quotes, But We are not able to
Zoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices
Any way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM
When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to Associate
Involved Account Types Not Applicable
I am getting an error while trying to record a bill. I use zoho for multiple companies and this is the first time and error of this instance has occurred. Any assistance would appreciated.
How to record income tax refund?
I am not clear on how to record income tax refund in Zoho Books. It is not really taxable income, so how to I record it correctly?
Is it possible to create a quote for a prospect WITHOUT an associated Account?
Although most of my clients pay for their services through their organizations, I have a few who pay out of pocket for 1-to-1 coaching. They don't have an associated account as they are processing these payments as individuals (not affiliated with any
"Project" function within Zoho Books vs Zoho Projects
Hello, I have a small consulting business and recently subscribed to Zoho Books. I require some level of project management for my business. I am wondering if the "Project" functionality in Zoho Books would be sufficient for a small business, or if I
Delivery method
I don't see this returned in SO's details returned in the api so I created a custom field to be updated using %SO_DeliveryMethod%, (which works in templates) but this doesn't work though in the field update. Is this the wrong variable to use / is there
Associate expenses of an employee
Hi, This question is for Zoho books team. We give advance amounts to employees and they spend the amount and submit the invoices for the amount. When they submit the invoices, we wish to add the expense to the respective "expense account (HR expense,
Can't sign into any of the Zoho apps on MacBook...
I click "sign in" and it either does absolutely nothing, or it opens OneAuth and then just sits there. Can't even begin to use them 'cause I can't even login; Vault, Books, Creator
How to hide tax Rate in the Sales invoice print-out
Hello everyone, Can I get an enlightment for my issue that relate to the tax rate in the Sales invoice print-out?
Recurring invoices inside customer portal
When having a recurring invoice setup it should show up in the Invoices tab as a separate sub-tab as "Upcoming invoices" so the customer can see the upcoming charges (even better to have this feature as an option inside the admin settings). If possible
Listing Unviewed Invoices
Zoho provides a standard view for "Customer Viewed" invoices. What would be more useful would be the opposite: "Customer Unviewed" Invoices, because those are the ones likely to need follow up (invoice went to spam folder, etc). There is a field, "Customer
Workflow rule not triggering on field update through API
We have a workflow rule that should trigger when a project's custom Boolean field is marked as true. If this field is marked true manually by a user, the workflow triggers as expected. We have a Zoho Books function that updates this field on a certain
Zoho Finance Workshop 2025 is Happening Now! 🎉
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
Sales tax liability
I am not seeing the tab for sales tax liability under reports. Please help
طلب دمج واجهة برمجة التطبيقات بين تطبيق القسيمة وبرنامج المحاسبة
:أعمل حاليًا على تطبيق قسيمة العملاء وأود دمجه مع برنامج المحاسبة الخاص بك لتحقيق ما يلي بعد إكمال أي معاملة بيع من خلال برنامج المحاسبة الخاص بك، أود أن يرسل النظام بيانات العميل والطلب إلى تطبيق القسيمة الخاص بي عبر واجهة برمجة التطبيقات. تتضمن البيانات
Mrs
I have paid for a year subscription. I cannot set up my account I need help
API issue: list invoices endpoint no longer returns custom fields
Hi, could anyone please advise. It looks as though the Zoho Books API has been changed, and now does not reflect the documentation. We use the list invoices endpoint (https://www.zoho.com/invoice/api/v3/invoices/#list-invoices) to return a list of invoices,
VAT Payment South Africa
Hi I am currently using a single VAT account to record all input and output VAT. I make bi-monthly payments on this account and cannot find the correct way to process them as to reduce my VAT liability. Can you please advise on what the correct procedure would be as I have currently been using a manual journal which doesn't seem correct. Thank you
Default Payment. Terms on Imported Invoices
I am importing invoices using data from our production software. I do not import payment terms. I noticed that when the invoice is created, it does not use the default Payment Terms defined in the Customer record. It creates the invoice with "Due upon
Backup and Restore option Finance Plus
Is there option to backup the zoho books and import in another login,as we have purchased Finance plus package and planning to move to the Zoho books Premium package? Is it possible for this transition?
Bug in Interface between Zoho Projects and Zoho Books
In the Zoho Projects - Zoho Books integration: If billable time is changed to Non-Billable time in Zoho Projects it will not change in Zoho Books. Further, you are unable to change the status in Zoho Books. It will give you an error "You cannot make any
Unearned Revenue
Hi. i have some issues regarding Unearned Revenues account in Zoho books. i have entered bill for Vendors and then i pay against that bills but this is appeared in Unearned Revenue account. the same issue with Customers i.e. Account Receivables i entered
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
Impossible to categorize a vendor payment with an invoice getting the message: "The total amount does not match with that of the uncategorized transaction."
This message does not make sense to me and I'm stuck with all my bank transactions. Anyone has faced the same issue?
How to Apply retainers automatically to scheduled regular invoices when sent
I take retainers for my business to confirm a service date. Once the client has accepted the estimate, a retainer invoice is automatically created, and the estimate is automatically changed to a draft invoice. I can then schedule the draft invoice to
Expense and Income general ledger accounts not showing as options
Expense and Income general ledger accounts not showing as options when I enter a check for payment or check of deposit. How can I enter checks and assign to the correct GL accounts?
Add discount column to zoho books quotes
I've added the discount column to zoho book quotes per the below. It shows on the template preview, but when I save it and go to quotes it doesn't show up on the quote or pdf. What do I need to do? Attached is the template preview, but the discount column
How do I generate a report with the total amount of money trasferred from one bank account to another?
Hi, in Zoho Books, I have 2 bank accounts. Money is moved between the two. When I want to know how much money was actually transferred over a certain period of time, I can filter the transactions using the search criteria (type, transfer fund) but I only
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
Cash sales
Is it possible to record daily cash sales via the app?
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
How to calculate an estimated due date based on invoice date
I need a little advice on the best way to automatically calculate an estimated due date (custom field) 4 weeks from the invoice date at the time of invoice creation, using the invoice module in zoho books. Any advice or solutions? Thanks!
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