Stock List
We would like to get a better understanding how other firms keep the Inventory/stock list ready for their clients (obtained through vendors) Do you make use of Vendor portal for Vendors to update the stocks or items they have and what is required from
Purchase Order Report
Hi, I started using the Purchase Orders on Zoho Books. However I can not seem to find a way to create a report to show all Purchase Order details. Basically, I want a report to show open POs that I can send to the vendor. Ideas? Thanks, Allison
Expense Refund: need to tie to Customer Project
When we record an expense we are able to tie it to a customer project. However, if there is a refund of that expense those customer and project fields are not appearing. How do we make sure this credit is going back to the project? We could do a journal entry but those fields are also not available. Please advise. Thanks!
Manual Journal Issues
All my manual journal entries in Zoho books are not reflected in my general ledger. I have checked to be sure the entries are correct. Please someone should help me fix this problem
Multi-entity consolidation
Hello, can someone from Zoho explain to me how can I use consolidation report in Zoho Books? For example, I have 2 organizations, and I want to have a function which allows me to view financial report from both of them in one place. Does Zoho Books offer
Zoho Books Setup with Opening Balances
Hello Zoho Books Community, We started using Zoho Books on 1 July 2023. Unfortunately, the initial setup was not done properly as no opening balances were recorded, and some transactions were migrated over from Zoho Invoices. We now have the trial balance
Negative Expense
Hi I would like to propose that Expenses can be entered negatively into Zoho Books and Invoice please. Because we are using Invoice like a customer statement and would like to show expenses negatively. PLEASE can you allow for this option or at least
Can I print a report of expenses that includes the photo of the receipt?
I run my business through Zoho Books and am considering running my super fund with Books as well. If I did, I would have to give a list of all expenses and the associated receipt image to the accountant at the end of the year to be audited. I'm happily using the attach image to expense functionality in my business, but cant see anyway of printing the receipt images out in a report (a pdf). Is this just not possible? Many thanks for the advice Dave Whettingsteel
Why I can't create branch
Hi, I am new to Zoho, I am trying to use zoho book under free 14 days trial version. However, I can't see any option for me in the setting for me to create branch. Any one can help or have hints how can i create branch to test? Thanks, Sunny
API Error for Invoice Creation - Mexixo
I was trying to create invoice for a mexico organisation but the API throwing error code - 120104 with response message - Seller cannot be empty. What is the issue do I need to pass any specific field in the API body while creating Invoice?
Recurring Invoices date
The due date for our customers' invoices are 1st of every month, and I usually sent the invoices out 3 days in advance. The problem is, for example, an invoice is issued and due on June 1st, so, I set the recurring invoice date as 27th of every month, but this invoice is recorded (the revenue) in May 27 instead of June. In quickbooks, I can use "days in advance" to set the recurring invoices, and the revenue of the invoices will be recorded in the due date (same as my invoice date in my case),
Zoho Currnecy conversion rates
Hello, I activated recently the plan that allow me to use multiple currency and I'm missing something. My main currency is CAD but I sometimes get invoiced in USD. The credit card convert it to CAD when they charge it and usually keep add a fee directly
Sales Order Payment
Hello, is there a way to receive payments to the sales order without having to generate an invoice. I appreciate your help.
Calendar View of Open Sales Orders (from Books)
There must be some way to setup up a calendar (of any kind) to show calendar entries based on Sales Order Dates. Please don't just give the standard line of "I'm sorry Zoho does not do this maybe in the unspecified future it will". Custom Creator apps can link to Zoho Calendar to display entries but there must be a better way. The coding is too intimidating. It appears that: 1. If I Export Sales Orders into a spreadsheet, then 2. Import into Google Sheets (where it can be manipulated as necessary)
Multiple values in API
Hello. I am trying to filter invoices by draft,send,unpaid,partially_paid. it returns me an error due to wrong values for status. is there a way to filter with multiple values?
Modified Cash Accounting Method
Hey there, I’m starting out an e-commerce (Amazon) business. Right now, I’m doing my accounting using the cash method because of simplicity. Some experts though say that it might lead to mistakes and suggest a “modified cash method” instead (without having
Ability to create sub-accounts in Banking section
Hi, I would love to have a feature of having sub-accounts in banking section; this would allow us to segregate bank accounts based on location or currency.
Help required with migration from Sage to Zoho
Hi, I've been tasked with migrating all of our accounting from Sage to Zoho. I've had a look at the guidebook but I'm not sure where to start as I've never done anything like this before and I'm also new to Zoho. I would appreciate if anyone could assist
What's New in Zoho Books - September 2024
Hello users! We are excited to be back and share our new features and enhancements with you! You can now add criteria to custom buttons, include taxes in purchase transactions, print or download e-Way bills, and much more. Let’s explore this month's updates
Zoho Books Advanced Auto Scan - Any good?
Anyone use the Advanced Auto Scan feature? Is it any good? I see that it's £6.5/month for 50 scans. I use the free version at the moment and it's a bit hit and miss - I wonder what the difference is? Thanks in advance for your opinion.
Zoho and n8n.io Automation alternative to Zapier or Make | Authentication Problems | oauth2 token not refreshing
Hi All, Trying to connect Zoho Books to N8N.io via the HTTP Request node using custom OAuth2 credentials. I am having the same problem as https://www.reddit.com/r/n8n/comments/18x8wnr/http_node_zoho_desk_help/ i.e. Oauth2 Token Not Refreshing I have seen
How do I repay a customers excess payment
I had four customer advance payments from my bank feed which were categorised as customer payments in Zoho books. I then needed to return these payments and did so in to total which shows as a single line in my bank feed. When trying to categorise this
Payment Vouchers
Hi, We need to be able to issue Payment Vouchers (Receipts) to our customers. It would be nice to have that option in Zoho Books. Thanks
INVOICE PAST DATE
there are invoices made manually in the past, I need to create these invoices on Zoho with a past date to adjust my reports, But i can’t save invoice because of past date i put, can i have a solution?
Multiple packing lists / Delivery notes to one invoice (ZOHO Books / Invoice)
I understand that ZOHO Books/Invoice can generate packing lists and delivery notes from one invoice. However, we sometimes invoice the customers first and then deliver the products in multiple shipments. Is it possible to generate multiple packing lists
Zoho Book - Day book - Godown stock
How to show day book ? How to create retail godown stock ?
Icici integration
We are facing issues due to the disablement of ICICI bank integration. Our ICICI bank account was primarily opened for Zoho integration, but now we're struggling with manual payments through file uploads. Can you provide an update on when the ICICI bank
Update Zoho Books Organization Custom Field with Deluge
I've made a webhook script to create invoices for customers, but since we need to manage the invoice number manually, to be able to know the next value, I wanted to store the last invoice number as an Additional Field in the Organization Profile. I can
Credit card info not showing in Payments for multiple invoices
Payments in Books made for multiple invoices do not show the credit card information (last 4 digits) at the bottom under the "More Information" section. This shows fine for all credit card payments made for a single invoice. How can we get this information
Resizing Signature on Invoice PDF
I have tried to add the company stamp on the invoice template as a signature, but when I change it to pdf the stamp comes in a very large size. Is there any way to resize the image?
Privacy button in Dashboard to show hide dashboard figures.
I suggest to add privacy button on dashboard which should by default hide all figures. Upon click, it shall reveal the dashboard stats. This will help a lot in mix environment and screenshots.
Zoho Books very slow this morning
Is there an issue with Zoho Book this morning? It's running very slow.
Entry of Customs Duty paid by the Courior on Importer's behalf
How do we enter the Customs Duty Entry for Duty Paid by a Courior Co. (DHL) and then we reimburse them?
edit custom views: sort
please add the ability to customize the sort (A-Z Z-A) even at minimal function would be so helpful. we find that we are creating multiple views because having to sort the results every refresh is time consuming. our expenses area is heavily used for this need. thanks for considering! -Gina
Zoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectly
Function #47: Automatically fetch custom field values from Zoho Expense to Zoho Books
Zoho Expense is an expense management application that allows you to record and report all your business expenses. When integrated with Zoho Books, you can easily sync all the expenses you have reported and approved in Zoho Expense to Zoho Books. If you
Qatar TRN
Companies from Qatar have 10-digits TRN, but Zoho allows to enter only 15-gigits TRN even if customer's country is set to Qatar.
Incrementing Transaction Number Series Prefix
Hi guys, I invoice customers one month in advance for the services provided during that subsequent month. Currently have this as my Invoice prefix "%YYYY%%MM%-INVOICE". Was wondering if there is a way to issue the invoice during September (using recurring
I created customize formula column in Zoho books
I created customize formula column successfully in Zoho books (Item Master). The customize formula column I want to add into items line total while I create the quotation/ estimate or invoices. I selected show customize formula column in all PDFs, but
Custom fields for Expenses/Bills in ZohoBooks ?
Hi there, I wonder if there is a possibility to include custom fields when recording expenses/Bills in Zoho Books?. In particular it is needed to include Vendor's Fiscal Identification Number, so that when we report expenses and Bills to our tax authority we can keep track of this critical ID number. Anyone has a workaround for this? Thank you all in advance
Next Page