Function #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salesperson
Zoho doesn't integrate with Wix??
I purchased many of the Zoho modules (Books, CRM, Projects, Invoices, etc etc) as I heard that they were great systems, but there is virtually NO parts of Zoho that integrates with Wix (outside of my email), which leaves me with the decision of either
e-invoice
how can I integrate with the portal of e-invoice in Egypt
Generate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?
how to change default project invoice preferences
We have over 10,000 projects. Is there a way to change the default invoice preferences for new projects? Current it defaults to "Single Line For The Project" / Project Name / Project Description. We would like it to default to Group by Users / Staff Name
Resolving Automatic Double Entry of Cost of Goods Sold by Switching to Periodic Inventory System Settings
I found automatic journal entries are generated as follows according to inventry purchases and sales. 1. Inventory purchase (Dr.) Cost of Goods Sold / (Cr.) Cash 2. Inventory sales (Dr.) Cost of Goods Sold / (Cr.) Inventory Asset The journal entry 1 follows
Single Sign on for Zoho Books Vendor Portal
Hi there, Is there currently any way to implement Single Sign-on for our Zoho Books vendor portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would like
Zoho Books: Edit estimate accepted E-Mail-template
Hello, i would like to edit the E-Mail that you get when a customer accepts your estimate via the public link. In the german version of Books it says: " COMPANY hat Ihren angebot (ESTIMATE) akzeptiert", but it should be "COMPANY hat Ihr Angebot (ESTIMATE)
ZOHO BOOKS INVOICE DATA
HI Please advice, i want my invoices to automatically show for each item line the SO its associated with when i make one invoice for several sales orders as in QuickBooks Thanks
Customizing "Notification Email" templates (Invoices)
Hi I'm relatively new to Zoho and have been trying to customize the Email Notification Template for invoicing, and I am current using the free plan as I have a small home business. I'm struck by how poorly these email templates look and the very limited
Reset Cash Flow - Start the New Fiscal Year at 0
Hello, I've set my fiscal year to start on Jan 1st. What I want is the cash flow shown on the dashboard to start at zero each year. I need a solution for that while keeping the stats of the previous years intact. ( found a topic earlier that had something
Bank Feeds for Loans
I realize that Zoho only supports automated bank feeds for bank accounts and credit card accounts. I use Zoho for real estate accounting and I know that Plaid offers connections with the banks that service my rental property mortgages. I tried connecting
Implementing OAuth from backend
We are working on integrating Zoho Books with our project's accounting service using a backend built with Java and Spring Boot. Our goal is to handle the OAuth process internally. We've implemented the OAuth logic within the getJournals API to generate
Printing eway bill directly from Zoho Portal
Can we print eway bill directly from Zoho Portal?
Stopping a Sales Order from being created when a estimate already has one associated with it.
Is there any way, when using the system defined buttons in Books/CRM finance. To halt the creation of a sales order if a sales order has already been created? We are having issues with our staff creating duplicate sales orders in the system. We have had
Split one invoice into multiple invoices
Due to my client's company policies, I'm sometimes asked to split a large invoice into multiple invoices. For example, if I send an invoice for $13,000 and the client asks me to split the invoice into multiple invoices that are $5000 or less, I would
Changing the "Deposit to" drop down options when recording an invoice payment
Hi, I'm a new user of Zoho books. When I record a payment against an invoice, I need to use the "deposit to" field to log it as sales income or general income. However at the moment the drop down box only offers: Cash: petty cash and undeposited funds,
ACH with Forte to bill vendors?
We are moving over to Zoho Books. We have been using it to make quotes via the integration with the CRM and invoices as well. That part work perfectly. Now we have a lot of vendors. Currently in the accounting system we are using we can get a dat files
Virtual assistants
Virtual assistants are becoming more common in accounting software, providing companies with real-time support and guidance. Virtual assistants can answer common accounting questions, provide guidance on best practices, and even help with financial analysis
Display problem in customize layout PDF
I'm now editing the customized layout PDF in HTML and CSS. There is a problem with placing the organization logo. It is too big for my customized PDF. How can I edit the image size?
Selling by weight in variations - how to set up?
Hi, I am trying to figure out on how to set it up so that it will work in Books and Inventory We buy tea in 1000g bags. So the units could be either g or kg In my wooocommerce shop I have the product with 4 different variations, eg., 50g, 100g, 250g and
Is there a way to change the "Payment Has Already Been Initiated" Message?
I REALLY wish Zoho would change the wording on this. It's confusing to customers because if they somehow get interrupted while trying to connect to PayPal or whatever payment platform and have to come back, they get the Payment Already Initiated message.
Adding a link to Notes
I want to use the API to add a link to my website in the notes to each invoice. is there a way I can make it clickable? thanks
Improve client and vendor portal email notifications
When a client or a vendor leaves a comment in the client or vendor portal email notifications are only being sent to the primary Books organization administrator. Other Books users just get the notifications on the bell icon in the top right corner of
Time Tracking Account number when converted to invoice
Hello All. We use Time Tracking in Zoho Books and it works well for us. However, when we enter an invoice for a customer and select "Project" to pull in hours to be invoiced, the GL Account number is blank. And when we save the invoice it then defaults
adding a sister company into the same account
Dear Team, i hope this email finds you well, Im writing you to inquire regarding if we have a sister company that we share the same stock and prices can we have them booth working on the Same Zoho Account, if yes how can we implement that, if not what
Transaction Date of Voucher
There are two dates of voucher 1)- Transaction date (The date on which voucher enter in Zoho Book , voucher may be previous date) 2)- Voucher date (the date of voucher may posting date) Now question is that how I can drive ledger from zoho books on Transaction
INSURANCE MANAGEMENT SOLUTION - FINANCE/ERP/CRM
We are looking for an Insurance Management ERP system which we can use for our Insurance Brokerage and Aggregator Platform. Kindly Suggest if you have any.
Credit Note - Status need to be changed in Invoices
Dear Zoho Book Team , After user create new Credit for specific invoices , it is a must to have status changed for invoices from Paid to : 1/ Returned : credit note approved but not yet refund 2/ Refunded : creadit note approved and Refunded to customer
Accountant Access
Is the only way to give an accountant access to use a paid license for them? Thanks
Banking feeds not working properly since January 2022
We have problems with our HSBC feeds (UK bank) since January. The issue is that any non-GBP transactions from credit cards wouldn’t get through. Only transaction fees would. So for example, there was a 24.99 USD charge on a card, which got exchanged for
Function #31: Auto-populate warranty expiry date of items in invoices
Hello everyone, and welcome back to our series! Warranties play a vital role in influencing a customer's decision to buy a product. They represent a guarantee from the manufacturer or seller that the product will meet specific standards of quality and
Complete reset
How do I reset the whole program and redo all posting of invoices etc?
Custom Report - Formula Row - Option to Show Percentages in Correct Format
In a Customized P&L report I added a formula row at the end to show Net Profit %. In the formula I attempted to input: As can be seen in the screenshot above, you cannot add anything that is not selectable from the dropdown. Without being able to multiply
Accounting on the Go Series-50: Auto Arithmetic Calculation for item rate in Zoho Books iOS app
Hello everyone, We’re thrilled to reach a milestone today—our 50th series! 🎉 We hope you’ve found these updates useful and look forward to sharing more tips and tricks in the future. This week, we’re keeping it simple yet effective with a nifty feature
Job Costing
Dear Zoho Books team, We are using Zoho Books, and it is a great product, however we are stuck in something and hoping you can help us in it. Our company carries out around 500-600 jobs per year, and we need not only to send Estimates/Sales Order / Invoices
Printing on 80mm bluetooth Pos Printer
Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the
Multi-Month Profit And Loss - Remove Rows with Zero Balances
I have created a customized P&L Report with the following Critieria: Date Range: This Month (can be what ever month you want to start with) Compare Based on Period / Year Compare With: Previous Periods, Number of Periods: 6 (Can be changed to however
Invalid value passed for siret_number
Invalid value passed for siret_number will you please assist how to resolve this error when adding new clients thanks
Default Country list suggestions on CRM is different then on Book; how do/did others address this?
So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with
Next Page