Import ticket sales from another platform (TicketSpice)
I produce live performance events and use TicketSpice as my ticketing platform. Tickets are sold there, and we get weekly payouts for the tickets sold. They have processing fees, and we receive the net payout. For example, a $20 ticket gets sold. My online
How do add VAT to Shipping Charge?
Hi, I am currently trialing your program which has been asbolsutely excellent, However... I noticed when I finish my invoice there is no VAT added to the shipping charge? only the total of the items?.. VAT is always added to the shipping charge too with
Restricted / Tiered Access to Books and Invoicing
Hi! Is there a way to restrict access to books? For example, I'd like to have staff create and send invoices, but not have visibility on the full suite of invoices sent, etc. Anyone know a way to do this?
Trigger an automation when Stock on Hand changes
We need to run a custom function when the stock level of an item changes - specifically when it goes out of stock or comes into stock, but it wouldn't matter if it was triggered by any change. At the moment, it's triggered when any field in the item is
Ewaybill Split and Ewaybill Extension
Please suggest when will Ewaybill Split and Ewaybill Extension be made available in Zohobooks. Both are very very important. Example Ewaybill Split is used when materials do not fit in one vehicle and the consignment is split in multiple vehicles Ewaybill
Single Payment received to be applied to 2 client accounts
Client A has made a payment of ₹ 1,00,000/- to us, And says client B paid me ₹50000/- to pay you. Now when i am trying to pass debit/credit entry in UNEARNED REVENUE account by crediting A account and Debiting B account through Manual Journals, its not
Zoho Books GL issue/question with Invoice from AP Bill
Hello All. We have been using Zoho books for the last several months. One thing that we use extensively is during the bill entry in Accounts Payable we enter the customer in the line item section so when we bill the customer we can click on "bills" and
Push Notificatication syntax
Dear team, Using deluge can you please tell me how can I notify my accounts team that an new invoice has been raised? I dont mind push notification or Email. The syntax what i found on net is pushNotification[to : <email_address>message : <your_message>]
Zoho Books Get Records for Custom field
Hi all, I need to get records from Zoho Books custom field in Creator using api. I have tried different ways still not ways with Zoho.Books.Getrecords,but it's not suitable for custom field. Pls help me with this.
Does Zoho Books work well for non-profits?
I run a nonprofit and am looking into Zoho Books as we are just starting out. Is there a version of this that is tailored to non profit organizations? If not, are there any suggestions for how to use Zoho books if you are a nonprofit? For example, how
Custom Status for Bills
We can create custom statuses for Sales Orders. However, can we please create custom statuses for vendor Bills too? eg ON HOLD - when a bill is disputed and should not be paid
Accounting on the Go Series-49: Effortless Bank Integration-Sync and Manage Your Finances with Plaid in Zoho Books Android app
Hello everyone, Today, we're here to discuss an exciting feature in the Zoho Books mobile app that will make managing your finances even easier. You already know that Zoho Books offers robust banking integrations to help you seamlessly sync your bank
Get the invoice detail through the API
Good day. I have a problem regarding the bills module. There are bills that are taxed depending on the country and there are cases in which taxes are not applied. The problem is that when making a call with the "bill_number" parameter it returns the basic
REMOVE FIELD VALUE IN BOOK USING DELUGE
I have a custom script that updates a custom field in books based on a set a rules. But with the way rest api works, I cannot see a custom field if it doesn't have any data in it. Therefore my work around was to set a default value and update later. The
Auth_Token Using Client_ID , Getting Multi-System Invoices
Hey, I am working on a system which needs to get invoices from 100s of Zoho Accounts and validate their invoices and send mail to them. I have their Developer Console's Client_ID Client_Secret but when i need to get their invoices i need. auth_token which
Send To Email address is blank
I am new to Zoho books and trying to figure how estimates, sales orders and invoices work within the Zoho Finance module. I added a dummy account that is tied to a personal address. when creating an estimate, I am able to pick an item, quantity; it calculates
snail mail credits purchasing not working
I'm unable to purchase new snail mail credits. Keep getting an error "operation failed." My credit card information is up to date.
Zoho Creating Contacts
So I have had this code snippet working for sometime now. I create a contact on zoho books with it but today it started giving back 302 responses and redirecting me to a different url. I decided to check toke validity this is what I did but i get 302
Migration of Accounts from Tally to Zoho Books !
As ZOHO BOOKS doesn't have any mandatory feature in it for 'COST CENTRE' it has a dedicated name as 'Reporting tags'. But while importing data in ZOHO BOOKS as in TALLY they have dedicated cost center for each and every transaction. And also please let
Zoho book journal entry
How to see statement of zoho book journal entry with opening balance. We are able to see opening balance for sales, purchase,invoice etc.
Sending ACH Payments to Vendors
Hi, We'd like to use Forte to send ACH payments to Vendors in Zoho Books/Inventory. Is it possible to do this, and if so, how? Thanks!
Zoho Books Extension
I have been trying to create a extension for Books and i have 2 problems. 1. Nowhere to enter global fields in the "Test your extension" sandbox 2. The following code returns the error (inside the "Test your extension" sandbox): " {"code":6041,"message":"This
ZOHO FINANCE WORKSHOP
Has anyone ever assisted a Zoho Finance Workshop. If so, do you think it was worth it? What'd you learn from it?
Customer Selection in Invoice and Quotes Makes Page Unresponsive
Every time I try to select a customer for a new invoice or quote it freezes up and makes the page unresponsive.
[Webinar] Navigate e-invoicing compliance with Zoho Books
Hello everyone, We are excited to announce our August webinar series on e-invoicing! This series is designed to help businesses streamline their invoicing processes and ensure compliance with regional regulations using Zoho Books. Our experts will cover:
Editing Automated Journals with sales invoice
So when I am importing bills, the accounts which the journal is hitting are not the ones which I want. How can I edit the accounts that are being associated in the journal?
writing checks
hi - i know payments made OUTSIDE Soho can be "recorded" or "entered"....... but how do you WRITE checks FROM Zoho? using a standard tri-part check remittance form (top part is the check itself, the middle and bottom parts are the vendor's and my remittance
Account for Owner's Draw
I have a single member LLC. I am trying to figure out how to account for owner's draw. Has anyone here done this?
want to know more about sales order and sales management only
Dear sir i try trial soft wear to see how i can menage my sales orders with beach wise and can make part sales from same beach kindly help me if anyone can explain or give me training
Shortcut ls to select dates enhancement
In QBD, one can navigate dates with the following keys: Y - Beginning of year. Pressing it twice will bring you to the beginning of the previous year R - End of the year M - Beginning of the month H : End of the month T - Today W - The beginning of the
Item Price Update Report
Is there a way to generate a report that will show the date of when my items have been updated?
How do I record Unpaid Expense in Zoho Book
Hi Team, I have an query regarding booking of Expense in Zoho now i have purchased laptop and paid additional charges for its Maintainence and care so how do i record the same as i have not made the payment fro the same as soon as i record the transaction
Is SKU is need for a Service Based Items
Hello Team, Is the SKU is needed for a service based Items. Thanks & Regards, Thisai Moorthy.
Purchase Orders / Delivery Address Limitations
Hi Zoho Books team, Your implementation of delivery addresses on your PDF templates is not ideal. Currently, it seems to format the address based on the Organisation Address Format under Preferences -> General. It will then take the data input in the
Cash Flow Statement : Direct Method
I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.
How to restrict the fields in Zoho Books without validation rule?
Hello Team, In Item modules we have two fields 1.Package in Count ,2.Package in Kg. In this cases we need to restrict the user for they gives values for any one field .Package value will be in "Count" or "Kg". Is this possible? We already tried with custom
Shipping on Invoices and Sales Orders
Hi, I want to understand how I should go about charging my customers shipping on ZOHO invoices. I believe that I need to create a line item to do this as the standard shipping field seems not to be included in any GST calculation. My challenge is related
Ledger wise vendor transactions
Dear Sir/Madam, I want to generate one vendor report where it should give me the name of the vendor and infront of that ledger name and the amount. Is it possible to generate such reports or any workarounds ?
Need ability to remove accounts with zero balances from Financial Statements
Requesting that Zoho add the ability to remove inactive accounts and/or accounts with zero balances form Financial Statements. I have old bank accounts that we haven't used since 2017 that are inactive on our COA. However, because those inactive accounts
Get invoices that have a status of "pending_approval" or "draft" Deluge or API
I'm trying to use Deluge "getRecords" with Zoho Books to return a list of invoices that have a status of "Draft" or "Pending Approval". Alternatively, I can use Zoho Books API if better. How can I use multiple "or" search paramters on this request? For
Next Page