Invalid value passed for csv_column
I'm trying to set up Zoho Books for the first time and am working on importing my bank statements. I've downloaded the statements from my bank into .csv format. When I try to import I get the error message "Invalid value passed for csv_column". I'm not
How to get full data for salesperson in Zohobook
Hi, I'm trying to get full data for salesperson but can't do it I see we can using some ways salesperson = zoho.books.getRecords("salespersons",organization_id, "zoho_books"); salesperson = zoho.books.getRecordsByID("salespersons",organization_id,salesperson_id,"zoho_books");
Association specific Merchant account with specific fee account when recording payment
Hello, I've been looking everywhere for how to do this but have turned up no easy way to accomplish this. I have a customer pay via Venmo and there is a charge associated with that transaction, when i input that charge in the "Bank Charges (if any)" section
reconciliation of bank accout
I don't know if I'm the only one that is unable to reconcile the bank monthly. Due to not being able to "match" The checks or other transactions that are single i have no problem matching its the CREDIT CARDS. the total for he month matches but not per
Zia search
Still no purchase orders, bills, expense or sales orders modules are included in Zia search, even though the drop down says "All modules". If I search for a SO number, PO number, a bill number or vendor nothing is shown - strange behaviour for a search
Email Communications on Invoices via API Checkbox (Automatic Email Reminders)
We have a script that creates an invoice in Books from CRM when a deal reaches a specific stage. When that invoice is created we need to ensure the check box is checked on the Email Communications section of the invoice. The purpose of this is so the
ZohoBooks API issue for creating an estimate
It looks like the current ZohoBooks API for creating an estimate, as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate, has some bugs or issues, as follows: It's for a UK-based business. Using the url='https://books.zoho.com/api/v3/estimates'
Invoice Reminders via API
Hi, I’d like to use the Zoho Books API to send emails to my customers, but not using the invoice reminder function. Instead, I want to use the “Email Invoice” function in the API. However, the “Email Invoice” function doesn’t seem to allow multiple invoices
Recommendations From the 53rd GST Council Meeting
Hello users! Here's an update on the recent developments from the GST Council meeting held on 22nd June 2024. The meeting covered several important topics that may impact your business operations and GST compliance. Note: The changes mentioned in this
Integration Zoho Books and Power BI
Hi all, What is the best solution to get all Zoho Books data into Power BI. Is this the Zoho creator option in Power BI (Get Data + Online Services)? Or should I use third party software, like provided by CDATA or SKYVIA. Or do I have to use the ODBC
Bank feed missing transactions
My bank feed to HSBC is updating the ballance's correctly but is not pulling the transactions. The last transaction pulled was on the 25th June 24. I am missing all the transactions on the 28th June. However, when I refresh the feeds the ballance is correct
Retrieving Payment Links for Existing Invoices in Zoho Books API
Hi, I'm trying to find a way to retrieve the payment link for existing invoices in my Zoho Books account using the Zoho Books API. While the API offers functionalities to obtain invoice details through various parameters, I haven't been able to locate
Viewing current financial year Zoho books
Hi, How can we adjust zoho books and inventory to current financial year so that We can view only running year sales order and invoices. What is happening right Now is , when we arrange sales order or invoice in ascending order or descending order, entire
How to do the base conversion of currency in Zoho Books by using API
Hello Team, If there is an API call available, we must use it to update the currency value on a daily basis. Thanks & Regards, Thisai Moorthy.
Reports tags
The report by tags is very important but this is very restricted because for all transactions I can associate tags more in reports I can not take reports by tags or I can only more for 3 modules and I find this very bad. Because I use the tags as cost centers and I have as a "commercial" department I will make an expense and I will associate the tag to the commercial department, then I want to take a report of expenses by tag only from the "commercial" department. So how do you tagged your expenses?
Record Expense discount
We are a nonprofit where we receive discounts on items that we purchase. They are sometimes gift cards provided by donors, sometimes accumulated discounts that the retail store provides in the form of a store credit. A copy of a typical receipt shows
Billable Expenses directly set-off against payment
In my business, I keep incurring expenses on behalf of my clients on daily basis and we don't raise Invoices for such reimbursements. It gets reimbursed from client based on proof of expenses. Currently in Zoho books, I can only setoff the billable expenses
Why Journal Entries are required ?
Hello Zoho Team While I see a very strange behaviour / treatment of JV in Zohobooks and seems like you guys do not want to use JV and remove it altogether from the Accounting process which seems very un-fundamental to me While there are chances of fraud
Zoho Integration with Stripe Payment Gateway
I have done the Stripe integration as one of the Payment Gateways. however, Under my Stripe account, I have 2 sub-accounts are created which both are belong to the same company. How can I connect both Stripe sub-accounts to Zoho?
Tax Agency from Shopify to Zoho Book
Sure, here is the translation: Anyone out there having issues with the taxes in Zoho Books from Shopify? I need to create my tax report. I'm having trouble generating it. With the integration of Shopify to Zoho Books, Shopify creates the taxes by itself
i cant import pdf statement of bank statement
i cant import pdf statement of both bank and credit card statement it will be very helpful if the credit card statement will be uploaded in the pdf format itself converting is a time consuming process
Excess money received from a one time customer
One of my customers paid me 5 Rs excess than the invoice value. It is a one time customer and never going to comeback for this 5 Rs. I have already allocated the credit to the customer, but the 5 Rs showing as excess always. I want to remove this 5 Rs
CUSTOMER STATEMENTS
It is usual in accounting that aging periods are shown on a statement. It is also usual that different types can be chosen such as : Balance Forward: A list of invoices and payments with balance for date range selected Open Item: A list of open, unpaid
Payment option after zoho books invoicing
Its a very very important to change as soon as possible. When my clients pay their invoices and use the "pay now" button on the email i sent them through zoho books, they have the possibility to pay through visa card (since i connected stripe with it).
Collecting Customer's Card Information
From what I was told by customer support, Zoho Books does not allow you to collect payment without disrupting the sales process. There is no way to collect it via API, there is no way to import it via merchant. You can either email the customer to enter
POST invoice vs. CRM ID
Hi, we're using Zoho CRM synched with Zoho Books. Now I want to do a simple POST call to create an invoice. First i tried to use the account id from zoho crm as the customer_id in the POST call, but it works only for a few customers. For the others I
bug api ?
Hi When I use the API to do any of the following request I keep getting 'The request could not be authenticated as the authentication value you entered is invalid. Enter a valid authentication value and try again.' Mark an estimate as accepted Mark an
No inventory items' images shown at PO or SO
Hello, after successfully creating the inventory items, then we try to create a Purchase Order or Sales Order, the problem is that the items we select for the new intended SO or PO, won't show their particular images when selecting "PDF view" at the top
Customer Portal - Custom Tab - Images flicker continuously
I have a custom tab in the Customer Portal of Books. It's a simple web page with a couple of images. When the pages loads in the Customer Portal the images flicker continuously. Like it's loading those images over and over but very fast.
Function 33#: Associate invoice templates automatically based on customer address
When a business deals with customers across various countries, there may arise a need to have different templates applied which caters to the customer's country specific billing requirements. While we do allow users to associate the required templates
Matching Customer Payment and Bank feed recorded in different currencies
I have raised an invoice in USD and received payment through wire transfer to my bank account in INR. When i am trying to match imported bank statements (which is in INR), the customer payment entry (which is recorded in USD) against the invoice is not appearing in the transaction matching box. Even when i run a search on Customer name or dates or transaction type, it results into nothing.
Backup of Books
I am after a backup of my book data. 1. for Tax purposes 2. For if anything goes wrong, I can roll back to my last backup. 2a. Like you have in Zoho Creator, you can backup and download your entire database. Are you going to be able to do it in Zoho Books? As currently there is no simple method for backing up zoho books data, other than exporting excel/csv sheets which is not entirely a backup solution. If this is in your plans for the future, can you please let me know a rough time line of when
Changing ESTIMATES to QUOTES
I am sure many users noticed the blinking alert next to ESTIMATES. Zoho is trying to lure users to change their estimates to QUOTES. While I understand, there was some demand from users to use QUOTES instead of ESTIMATES, some industries and businesses
How to record expenses, on behalf of client for a particular invoice number?
We are Business services provider, We usually give invoice along with government fees and our service charges. Once customer made payment we start the services, and made several payment to different department on behalf of customer. Current Zoho Books
UAE Bank feeds
Has anybody added a bank feed for Abu Dhabi Commercial Bank (ADCB) Pro Cash account? ADCB does appear in the list of feeds. Or does ZoHo have an agreement in place with ADCB?
Accounting on the Go Series-42: Zoho Books Android App-Advanced Search Feature
Hello everyone! Welcome back to our series where we explore the features of Zoho Books. Today, we're listing the "Advanced Search" option in the Zoho Books Android app. This feature is designed to help you filter data based on specific criteria, making
Export Zoho Books Invoice - PDF API
How to Download Zoho Books PDF Files Using Zoho Books API -------------------------------------------------------------------------------------- Hello everyone! If you are looking for a way to download Zoho Books PDF files using the Zoho Books API, you've
Count Zoho Books Record API - Zoho Books
Count Zoho Books Record API - Zoho Books ----------------------------------------------------------------- Hello Developers, There are many APIs that are not mentioned in the Zoho Books documentation, such as the API to get the total records of a module
Getting Attachments details of PO in Zoho Books from Zoho Analytics
Hello Team, Based on the Attachments, we must get the PO's details. that is, whether or not attachments are available in the Zoho Books Concern PO. Is there a method to obtain the information from Zoho Analytics.
Woocommerce Zoho Books Integration
A nice wordpress plugin to integrate woocommerce with zohobooks is available now. Here is the plugin link : https://codecanyon.net/item/woocommerce-zoho-books-integration/21946647 Woocommerce Zoho Books integration plugin will integrate your woocommerce store with Zoho Books accounting software . No Monthly Charge! One time payment! Life time access! Unlimited Transactions!! It also works with TAX & Shipping Main Features : When an order is placed or order status is completed or order status is processing
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