Zoho books API Authentication
I Have created self client with below Scope ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoBooks.fullaccess.ALL,ZohoCRM.change_owner.CREATE And also i generated Auth token using. https://accounts.zoho.in/oauth/v2/token? I am able to access all ZOHo CRM
Reimburse an expense paid by someone else and show it on their account
Hi, I manage the accounts for an apartment complex (condo). The owners pay annual common fees for the running of the complex. Sometimes, an owner will pay for something and then either want to be refunded or have the amount credited against their common
Discount
How can I apply a discount(15%) off on a estimate or invoice in Zoho Books?
Dear Support, Please provide a detailed procedure to create a report on how to identify and analyze fast-moving, slow-moving, and high-profit items within the Zoho software platform. Group wise or i
Dear Support, Please provide a detailed procedure to create a report on how to identify and analyze fast-moving, slow-moving, and high-profit items within the Zoho software platform. Group wise or item-wise for the given time period.
Mandatory Sales Person field
Not sure if this is new or if I've just missed it before, I did make a request quite a while back.... Sales person can be made "Mandatory", though it's not in the place I'd expect it - in General preferences, next to "Add field for Sales person" ! It
VAT is not getting deducting by auto
I have updated my ZOHO Books with VAT details but when i process for making quotation, it is not showing there. I mean the system does not show any VAT deduction which is 5%. Can someone guide me how to solve the issue. Thank you.
Chart of accounts & accounts
Is there an option that when I change the language it changes the account names as well so that I can generate accounting statements (Chart of Accounts - Trial balance) in two languages (English and Arabic)
Retainer Invoice with Tax and QR code
Hi I am from Kingdom of Saudi Arabia. Many of our customers require the Retainer Invoice/ Advance invoice along with Tax and QR code. Unfortunately ZOHo books dont have the same at presetnt. Can anyone let me know how can be done.
Linking an accounts from chart of accounts to invoices/bills
Whenever i make a sales invoice, the journal entry shows inventory account as debit instead of cost of goods sold as debit. How can i change that? please help
Global Picklist in Zoho Books
I have recently had a situation where it may be useful to categorise revenue and expense based on where they were generated in the business. Kind of like a "cost code". Ideally this would be a custom picklist field which could be selectable on most books
Flag or prevent overspend on Purchase Orders
When using Purchase Orders the system will prevent you from raising bills which have a quantity greater than the respective line item on the Purchase Order. This is great! However, if the quantity is correct but the amount (cost) is increased, the system
HSN code not showing in invoice copy
Hi, HSN code is not showing in invoice copy even though its enabled in the ITEMS settings. Kindly help
Void Invoice
How do I void a customer's invoice if the period has been locked? I don't want to open up the period because the Accounts Receivable balance has been reported for the closed period and I do not want to change that number. Creating a credit memo against
Count Inventory Items on Invoices
Is there a function for me to add the inventory items in a custom field of the invoices, which only adds inventory items and not services, Example; I have an invoice with 54 items, 50 are inventory and 4 are service charges. I want a function that makes
How to print complete books of account after Fiscal Year closure?
Hello, Our CA required a PDF copy of the complete fiscal year books of accounts (All Ledgers, Annuxures, Income/Expense and Balance Sheet) for submissions. How can we do this in single request or please let us know the steps to complete this? Thanks,
Where is the sent email from Zoho Books?
Hello, We have the CRM, Zoho Books, Zoho Mail and other Zoho apps. When I send an email from Zoho Books, whether with an invoice, a payment reminder or payment received notice/thanks, it seems to disappear afterward. It's not in the Sent folder of my
Latest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_Webinar
Negative opening stock balance and Value
While migrating from sage to zoho cannot enter negative opening stock balance and value. Please consider this and give me a solution.
Logo showing as a broken image in emails
Hi, I have just noticed that my email notifications are showing the %OrgLogo% as a broken image link yet my invoices are using the logo fine. Please can you advise how to fix this as this makes my emails look sloppy and unprofessional? Many thanks
Deleted Custom Fields Are Incorrectly Counted Against Custom Field Limits
We only have 1 custom field that is a "Percent". However, as shown in this screen shot Zoho thinks we have three. Please fix this so that we may have the correct about of custom fields with a type of "percentage". The fields were forced deleted prev
Zoho Books API to validate GSTIN
Hello, While using create customer API in Zoho Books, will the GSTIN be validated automatically? Or, Is there a separate API available in Zoho Books to validate the GSTIN after / before creating the customer. Regards Prince.
We’ve fine-tuned Zoho Books under the hood
Lots of us have multiple tabs open & it's a pain to have to refresh every one individually, it's a simple task to refresh all instances of open Zoho tabs with one click !.....
Round off/adjustment field required for GST bills when entered as expense
At times the round off done by a vendor is negative. How would we enter a "-" adjustment bill total when recorded under expense not Bill.
Cash Entry in Expenses.
We are in partner company. i have purchased one Bag for my company and paid trough cash by myself. How can i add those expenses by categorized. and Also can it shows me that i have to take that amount from company account or can i categorized that thing
Cheque Bounce in Banking
I have received a cheque of a customer of amount suppose 5000/- and the cheque bounces. Additionally bank charged bounce fees of 300/-. Now I have uploaded statement manually in zoho banking module and the entries of cheque incoming and outgoing with
ZohoBooks - Invoice reminders turned off by "System"
Ever since I signed up for ZohoBooks, the system has been automatically disabling the invoice reminders. It's become a daily chore to ensure they're not unset now, which is incredibly frustrating, especially in a world driven by automation. Despite reaching
Does Zoho Books have integration with banks for transfers like Credit Suisse?
As the title say, I am curious to know if Zoho operates in Switzerland and is integrated with Credit Suisse with the ability to do bank transfers etc.
"Discount" Column Name in Template Can't be Changed
Dear Zoho Team, I run into a problem when creating a template for our invoices (same problem appears with sales orders as well, though): We are using the German language settings and when I create templates in English and try to label the "discount" column
Nonprofit with many payees
We are Trans Rescue. Our mission is to help transgender people escape from dangerous places worldwide. We are just starting to use Zoho Books. There are two unusual parts to our accounting: 1. We send money to many different clients, or spend money on
[Webinar] Simplify Your Receivables with Zoho Books
Hello Zoho Books Community, In today’s fast-paced business environment, managing your accounts receivable efficiently is crucial for maintaining healthy cash flow and ensuring business stability. Join us for an insightful webinar where we’ll explore the
Accounting on the Go Series-44:Managing Project Transactions in Zoho Books Mobile App
Hello users, How are you all doing? We’re almost nearing 50 features in our series, and we hope each one has been helpful in making your Zoho Books experience more efficient. Today, we’re excited to talk about a feature that enhances your project management
Migration from Reckon Accounts Hosted (QuickBooks engine) to Zoho Books
Hi Everyone I want to move to Zoho Finance from Reckon Accounts Hosted as I have a lot of other things happening in Zoho One and it seems crazy not moving. (Reckon has a QuickBooks back end) I really would like to extract all the data from Reckon, especially
Where is the printed check register?
I can't find a premade check register report... Is there really none in the basic Zoho Books software?
How to create a Custom Report based on Reporting Tags
Looking to create a custom Report filtered by Reporting tags to appear by columns in the report. For example, Reporting Tag A is in Column 1, Reporting Tag B is in Column 2, etc.?
Create a Report from a Custom Module
How do I create a Report from a Custom Module? Or alternatively, include/filter data fields from a Custom module into a custom report created from another module?
error notification: Amount Please enter a valid amount! (remove commas from amount automatically please!)
Amount Please enter a valid amount the valid amount means it has not COMMAS in the numbers... please implement a .js that removes the commas automatically!
See a list of related Purchase Orders on Sales Order records
As a business owner keeping track of transactions is very important to me and I need to see the big picture of how my data is connected and what is holding up closure of a record. I've noticed that when you create a Purchase Order from a Sales Order in
Early Payment Discount Custom Field Calculations (Invoice Date + 7 Days & Calculate 2%*-1 of Invoice Total) and then Feed Through to Adjustments
Hi, I am wanting to incorporate some calculations for an Early Payment Discount on the invoice. I am trying to add 2 x Custom Fields which both do calculations on the invoice and then update the adjustments field at the bottom of invoice I need to calculate
Sending Paid Invoice
I watched a video tutorial for Zoho invoice that had a checkbox on "this invoice is already paid" so I could record an invoice and send it without a payment request or a balance due. Is this feature available in Books? I can't find it anywhere. Video
Zoho Invoice
in Zoho books the number of invoices creation is limited?
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