Owners withdrawal
I am handling business & if I withdraw Rs 10,000/- from business for personal use than how can I record this transaction on zoho books?
Approval workflow by Branch
Has anyone figured out a way to do Quotes, Sales Orders, Sales Invoices, Purchase Requests, Purchase Orders and Bills approvals by Branch?
How to attach billable bills to sales invoices?
Hi, when creating a sales invoice, I can easily add all “billable expenses” and “billable bills” to that invoice. BUT - I can only see how to attach the receipts from the “billable expenses” to the sales invoice. I need to also attach copies of the reimbursable
Inflated Zoho Books Value from an erroneous inventory qty
Facing an issue where we have serious trouble with inflated zoho books value showing up due to an inventory entry and adjustments. 1. On July 1, by mistake the stock availability of an item was updated to 9999999 (this is a mistake done by an automatic
cannot access my Zoho Boox account
We are Mecca Food Industries Company We were registered in the Zohobox program and we paid the fees with the identification number 150000063689 For days, I have not been able to access my account. I changed the password and a verification number was sent
Year end closing - account transfer
Hello, the page https://www.zoho.com/books/kb/general/closing-opening-balance.html says that ZOHO automatically handles the closing and reopening of accounts. What what does that mean exactly? Will, at the end of a year, revenues and expenditure transferred
Company Name, Contact Display Name and Customer name suggestions
Hello, 1. When adding a contact, what is the difference between "Company name" and "Contact Display Name". I could find only the Contact Display Name displayed everywhere (invoice, bills etc.. and in invoices Customer name field when trying to create an invoice). Where is the company name used? Ideally shouldn't the Company name be displayed in invoice ? and Contact Display Name be used to display within Zoho Books ? 2. Customer name suggestion (maybe other suggestions too) while creating invoice
CC'ing other emails to invoices being sent
I have added other email addresses to a customer so they are included in the emails. When the reoccuring invoice was sent it is not including the other emails. So Ive had to manual forward the invoice to them which is creating more time. How can this
Best practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1
How to backup Zoho Books automatically using API ?
Hello, I'm a software developer and I'm task to automate the backup process of various Zoho product. I've start with Zoho CRM which provide REST API to trigger the backup, retrieve URLs and allow download of backup file as a ZIP archive. I've search for
Read-only fields in Zoho Books
We need read-only fields in Zoho Books. We sometimes populate data in the form using widgets. So to prevent users from accidentally altering the data, we need read-only fields. Please take a look at the attached video below.
"ALL" option for date range in reports
It would be great to have a predefined "all" selection in the date range drop down on reports. Also, when clicking into an account from the balance sheet report, it would be great to have the date range drop down available. Currently, it just defaults
Profit & Loss report for Projects
We want to see the Profit & Loss report for all projects at once with dynamic filters, similar to the example below: Columns or rows can be shuffled. Thanks & Regards Prashant Sharma 91-9928566566
[WEBINAR] Discover what's new in Zoho Books (Kenya) this year-end
Greetings Kenya! We are all set to help you prepare for the upcoming fiscal year. In this webinar, we will cover everything from setting up tax filing, e-invoicing, and generating VAT return reports to showcasing our latest feature updates to help you
Transaction Number Series-FY Shifting
Dear Experts, if XYZ company is closing their FY 2023 on 31st December 2023 with last Journal Voucher No XYZ-JV-FY-900. Normally the same series will not be continued for next FY(Jan 2024-Dec 2024) it should be restarted with new number(XYZ-JV-FY-101)
Writing and Printing or Saving in Arabic Language in Zoho
Dear Zoho Support Team, I am looking to write in the transactions in Arabic language but unfortunately I cannot see the writing made in Arabic at the time of saving as PDF or Printing. Please suggest a solution where I can make fields in Arabic and even the writing in descriptions as well.
FEEDS- ADCB PRO CASH ACCOUNT UAE
Can we connect ADCB PRO CASH account which is a kind of business/corporate account, different from personal account. I will highly appreciate your response. Regards, Laxman Singh
Petty Cash
Halo! As an accountant as well as a cashier in my company, I usually received some money as petty cash to operate on a day to day business. How do i record this on zoho books?
Split expenses with customers
We pay advertising expenses that are 50% recoverable from the customer. First, we invoice the customer for their 50% share of the expenses, and then we pay the full amount (including both the customer's and our shares) to the advertising agency. Would
Service PO Tracking - Service-Organisations
Dear Experts, Your Valuable advice required for below, If XYZ company wanted to issue service related LPO to their supplier and need to be tracked every month by posting purchase receive every month. How it can be possible in Zohobooks Elite Version
Having issues with new API Url
Hello, I've been using Zoho Books API for 2 years. Today, I received a notification from Zoho stating that the API Base URL has changed from https://books.zoho.com/api/v3/ to https://zohoapis.com/books/v3/. After updating my system, I encountered issues
{"code":1048,"message":"Sorry, there was an internal error. Please contact {0} for assistance."}
payload2={ "vendor_id": "1085698000001736002", "bills": [ { "bill_payment_id": "1085698000001824003", "bill_id": "1085698000001771015", "amount_applied": 5, "tax_amount_withheld": 0.1 } ], "date": "2023-10-07", "exchange_rate": 1, "amount": 5, "paid_through_account_id":
{"code":1048,"message":"Sorry, there was an internal error. Please contact {0} for assistance."}
couldnt reslove the error while sending data to vendor payments. Help me out
How to Account for Advance payment to a Client without Invoicing
In the Health Care Industry particularly in the Capital Equipment purchased by Hospitals we follow a certain format for payment collection 1. Quote is generated for the customer. 2. PO is release on behalf of the company 3. Payment terms are 60% as advance
accounting policies for LLP
How do I setup my accounts for LLP.How do I determine the depreciation method,useful ife and other such accounting policies that I should use for LLP
Add Product Category to the filed mapping between Zoho Books and Zoho CRM
Currently there is no way of mapping the Product Category field in Zoho Books to Zoho CRM when using the Zoho Books Sync to CRM feature, which means CRM users are unable to filter, sort or access products by Category. Adding the Product Category to the
Different Divisions
I am a newbie to zoho books. In my company we have 4 different divisions, every division having its own P/L. what is the best way to track this? Should we create 4 different organization or should we manage this within Chart of Accounts. In essence different
if a payment is recorded on 6th April but is showing as processed on 1st May what could be the reason ??
I recorded a payment on April 6th, 2024. However, during reconciliation, it appears as processed on May 1st. I've verified the date accuracy, and everything seems correct, yet it's not reflecting in the month of April
Specify purchase_rate on line_items which aren't from Items
Hi, I'm creating repair invoices with API with line items which aren't in Items. They're computer parts I get from a supplier's API, and it's literally thousands of them, so I'm just adding them ad-hoc, with just SKU, name, description, tax id and rate.
Bank Transaction Ref Numbers Blanked Out
Hello, why does Zoho blank out digits with XXX in references on bank transaction fees? The whole point of the reference is so that we can tell what that transaction was for, so how are we supposed to tell what this, 4XXXXX1403VCXXX4021, was for? We use
Multiple Sales orders into a single invoice
In Zoho Books, is there an option of collating multiple sales orders into a single invoice? In my company, we usually send the sales order to the customers on a daily basis and invoice them the total amount at the end of the month or at the beginning of the next month. Is there a possibility of doing that on Zoho Books or Inventory?
Implement workflow rules for Timesheets
Currently, a workflow can be triggered if a Project is created or edited - but it cannot be triggered if timesheet entries are created/edited for that project. This is a gap. Please implement this functionality ie allow a workflow to be triggered when
Amount in Bank is Zero
Hello, I noticed that even if I imported the bank statement in Zoho Books the amount in bank is still zero. Balances only shows on the Amount in Zoho Books. How can I solve this zero amount in bank to match the amount in Zoho Books? I attached file for
South Africa Zoho Books Tax summary Report Transaction Type classification?
Hi Team Please can you advise? When I generate my Tax summary report I would like to change the transaction type column to show me not just the income and expenses but the classification of what expense it is, as labeled by the chart of accounts. The
Managing Mutiple Companies under a single account
Hello Zoho, Many organizations want a feature to manage multiple business they operate to be overseed under a single window. Managing multiple companies under a single account can offer several advantages, particularly when it comes to efficiency, organization,
Get contacts
I think it is a service error, when I call the method "https://www.zohoapis.eu/books/v3/contacts?organization_id=XXXXX" I receive the custom_fields except the ones that are of type "multiselect"
I am using Microsoft How can I add my domain?
Hi, this is Vinay from Fiji. I’m trying to add my domain which is @elitefiji.com If someone can help me Please
Uploading bills in bulk
Can I bulk upload bills in Zoho Books that include items that have not been added to the Items page yet?
Pay via Bank Account Toggle through API?
I am automating everything we do via API calls or workflows. One of the last tasks is in Zoho books I need to able to automatically toggle the Pay via Bank Account to be set to on for all accounts. Our customers mostly pay through ACH payments. How can
Payment history
How can I have access to all the invoices you have sent me ? Payment history. (Company: E6 Way Pte Ltd) Zoho books and emails THank you
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