How to pass card fees onto customer sending invoice from Zoho Books using Stripe as payment option in Australia
How to pass card fees onto customer using stripe in Australia . I mainly send invoices via Zoho books, I got stripe active as a payment option. Im in australia and only have local customers
Line Level Markups When Creating Quotes
It would be amazing if we could add line-item-level Markups for items and non-listed items when creating a Quote. I know Pricelists exist but they don't work the best for a quick quote with changing items and different Markups.
Phone Number Format Change - Bulk Add Country Code and Remove Dashes
In the past I would create a new customer in my Zoho Books, and enter their phone number in the format customary for the USA (that's where we are domiciled): Areacode-Prefix-Number 234-456-6789 This scheme is important as many other software packages
Discount Coding
We are using item level discounts on invoices. How do I change the G/L coding of the discounts? Right now, all discounts are being coded to a "discounts" G/L account with the gross amount being coded to the account associated with the item. I do not want
Customer Deposits
Hi, Our company is required to close month end as part of our reporting processes. A major challenge we have is with constant shifting in AR and customer deposits. When we receive payments in advance of an invoice or without guidance to specifically which
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,
Z Books ability for customersto enter their own orders?
Currently we are using brand X, quickbooks but are looking at moving to zoho books. We use zoho office and CRM and email and INvoice If we use Z Books, can we set it up so each of our customers/dealers has a login which gives them limited functionality of Z books, but does let them enter their orders, and print out the orders as they are entered? Currently everyone enters their orders into their own software of choice (excel to scrawled and faxed paper, to an email) which we then have to re-enter
clients not receiving invoices bounce back
every invoice i send , gets a bounce back not delivered & client says not received ? they seem to receive reminders on the same e mail / details ? very annoying
How to list Expenses that have not been matched to a Bank Transaction
In ZoHo books I use expenses to record invoices I receive. I know I should probably uses Bills for this but Bills was not available in the Free edition I initially used. When I upgraded I contunued to use Expenses. I'm trying to find a way of listing
How to void partially paid bill?
Hello. I have following problem and can't figure out how to solve it. I created a bill from vendor for 180gbp for purchase of some items. It was partially paid (60gbp) and so far so good - 120gbp overdue and items were successfully added to inventory
Invoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
Sales without Invoice refund
I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balance
How to enter Bank Account details for Auto-Charge via API
We need to add Bank Account info for a recurring invoice to enable auto-charge. Can this be done via the API? I know that we can add credit cards using the following: POST https://books.zoho.com/api/v3/recurringinvoices/<rec_inv_profile_id>/card/<customer_card_id>?organization_id=ORG_ID&authtoken=AUTHTOKEN
"Extra keys limit has exceeded"
Hello, Has anyone encountered the below message before in a workflow log failure: "Update Record Response is {\"code\":52,\"message\":\"Extra keys limit has exceeded\"}" The script is supposed to generate an invoice for a deposit when a deposit payment
Changing Customer Currency
It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customer
Zoho Books | Product Updates | February 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
Due date calculation
Hello, can the due date on a recurring invoice be one day before the next invoice? I tried to use the term "Net 30" but this won't work because some months have 30 days and some have 31. Example: invoice date: 20/10/2024 I want the due date to be 1 day
Bulk Update: Filter doesn't work
Hi I have 4 transactions in a category I made called 'Refund for Owner'. This is a subgroup within 'Other Income'. In Bulk Update, I apply the following filter:- I get 'No transactions' found. Any idea why? For reference, here are the 4 transactions:-
Progressive Invoicing
Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)
Zoho Books API Documentation shows the returned Expense ID as numeric, but the API actually returns a string.
Screenshot of ZB API Documentation. Expense ID (marked in red) is numeric. Screenshot of Zoho Creator execution result of making a request to ZB API POST /expenses endpoint. Expense ID (marked in red) is a string.
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
Is a record ID in Zoho Books always numeric?
Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books, they are all numeric and while fetching a record via the Zoho Books API, passing
Cliq funtion not triggerring from Books.
Gentlemen, I have been requesting the Zoho Books team for 15 days through various emails- then even escalated. The response that I get from Zoho is " Our back-end team is working on it......." It is a template-type response. I authenticated the link(Cliq
Zoho Books Bank Feed
Good afternoon, Is it possible to change the bank feed provider on a bank account. I'm using Plaid but think that Yodlee would be better in terms of pulling transactions in a timely manner. Thank you.
Automated Intercompany Transaction
Hello team - expecting a support today. I have some good experience with Zoho products as an accountant and trying to introduce the Zoho to my newly joined company. So far it's going on good except below question. I'm currently maintaining multiple companies
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.
Recorded imported goods
I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now
Changing VAT start date
Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 30th or 31st depending on the month. 2. IS it possible to file past months at
Bank entriy is nov month why this shifted to jan 2025 month
bank entries for november month i entered but why this is transfer to jan 2025 month.
Delay in Listing Customer data while creating transaction
After importing customer data into Zoho Books, I attempted to create an invoice but couldn't find the display name in the search results. However, it appeared when using the advanced search. When I manually add a customer name, the display name becomes
existing warehouses need to be migrated to the Locations module
Upgrade to Locations We've enhanced the Branches module to include warehouses and renamed it as Locations. To enable the Locations feature, your existing warehouses need to be migrated to the Locations module. Once migrated, these warehouses will appear
Whatsapp integration update.
Please, there is no way on WhatsApp integration to know if a message has been read, or has been managed by a member of the team. There should be a way to add contextual info or something please.
Accountant
Hi if I have a commercial company with multiple sales outlets, sales representatives and multi currency, what is the best subscription you offer? thanks.
Adding Client VAT and BRN in our Invoice
Hi, Following request from our clients, we need to add their respective VAT and BRN in the invoice that we issue. Could you please let us know if this is something that we can do?
Client Portal is now available in Zoho Books
Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal name
Accounting on the Go Series-40: Simplify Payments with M-PESA Gateway Integration in Zoho Books Mobile App in Kenya Edition
Hello everyone! As you all know, Zoho Books lets you handle your payment processes by receiving online payments for your invoices. Today, we're excited to introduce a feature that will help Kenyan business owners streamline their payment processes: M-PESA
how do I manage Petty Cash
Hi I have a problem ? 1. Question ; I am the owner of the company, I withdraw money from bank for my own use and latter-on if required I pay some bills in cash. how do i mange this transaction in zoho books. 2. Question Some time I withdraw cash from bank for my own use. But If there short of fund in the bank I deposit the cash back in bank. How do I manage this transaction in zoho
Rounding off rate in quote
Hi team, Please help me to rounding of rate amount in quote
zoho book API - Price list (create / update /delete) - Is there any documentation?
Hi there, Is there any documentation on how to create a price list on zoho book via API? There's nothing on the API guide. Thanks in advance Claire
how to get Access Token & refersh Token
https://accounts.zoho.com/oauth/v2/token?code=&client_id=1000.DP4CU4M4AT0BJBX7KT5YUMIO1PNQTE&client_secret=ca66e715e9c387711166997b44fc45924b960385fa&redirect_uri=myurl&grant_type=authorization_code this error: {"error":"invalid_client}
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