Accounting on the Go Series-39: Boost Efficiency with Quick Create Options in Zoho Books Mobile App
Hello everyone, Welcome back! We hope this series has been helping you make the most of your Zoho Books mobile app. This time, we have come up with another feature designed to enhance your productivity and streamline your workflow. Quick Create Options
accountant
How do I create a seperate login for my accountant in Zoho Books (otherwise he'll have access to everything! Zoho CRM, Zoho Mail etc.)
Pay invoice using bank account in foreign currency
We have a bill in USD, which we've made a few partial payments towards. Today we transferred payment to the vendor from a bank account that is not USD. How do I record that payment against the bill in Zoho Books? When I choose "Record Payment" only bank
Error creating a new contact
Hi, when I try to create a contact using the api, I'm getting the next error: { code: 41328, message: 'Nombre legal no válido para Comprador' } I didn't find anything related to this field in the documentation, do you have any insights? My organization
api books customfield_id list
I have custom field in contacts: ( [field_id] => 424001000000255421 [customfield_id] => 424001000000255421 [show_in_store] => [show_in_portal] => [is_active] => 1 [index] => 10 [label] => Responsable [show_on_pdf] => [edit_on_portal] => [edit_on_store]
Custom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but when
How do i create another Account type for Chart of account
How do i create another Account type for Chart of account?
Join our free webinar on projects accounting and timesheets management with Zoho Books!
Hello Zoho Books Community, Join our monthly webinar series to discover how Zoho Books can transform your business accounting. This month, we're focusing on projects, timesheets, and the Zoho Projects integration story. What we'll cover: Efficient project
How do I entry Unpaid Expenses in Zoho Books
Hi, I am Anil Kumar I have trouble regarding how to enter unpaid expenses in Zoho books, for example: I purchase machinery which will cost me 10,000. I paid an advance of 5,000 on 01/07/2023 and after I received the machinery on 20/07/2023 and after checking
Which plan has the multi currency deposit function
I am using free zoho plan, I have multi currency bank account, there is multi currency transactions in the bank account, but my current free zoho plan do not have the function, May I know which plan have this function
use a prefilled zoho form to update zoho books customer
use a prefilled zoho form to update zoho books customer
Self-Client oAuth invalid_client
Hi, I'm developing a client that works with Symfony Console (PHP + cURL) for my employer. I've 2 accounts, a real one from the company and a personal (empty) one for testing purposes. I set a Self-Client ID/Secret on both accounts. I've been retrieving
MOQ : Suggestion for Enhancing Reorder Level Functionality with Minimum Reorder Quantity
I am writing to propose an enhancement to our current reorder level functionality within the purchase module. Currently, when we navigate to Purchase > Vendor > Vendor Reorder Items, all vendors are displayed based on the reorder level. For instance,
Import Invoice: This error is related to Row {0} - {1}.
Hello, I'm trying to import old invoices into Zoho Books. On Thousand of lines I got few error messages I don't understand. It says "This error is related to Row {0} - {1}." !!!!! PLEASE HELP ME :( Also I have other error like this: Item "Article 1" already
Custom date field enhancement
What is the possibility of this happening as I know it's very difficult for you to change the general date format in company settings .....
Issue creating Estimates, Sales Orders & Invioces under Finance Module in CRM
When the user is trying to create estimates under Finance Module in CRM, it shows " You are not authorized to perform this operation". Sync transaction Modules are enabled in Zoho books.
How to get item_id by SKU in API ?
I want to get itemID for place order from Magento. Magento has different product ID but same SKU. So, how to get item_id by SKU? URL of Service API - https://books.zoho.com/api/v3/items/?organization_id={org_ID}
Unauthorized Modification of Data in Zoho Books
I have noticed there has been data modification in my zoho books, There were several (approx.30) customer payment entries were deleted, Upon checking in the activity log report I found these entries all being deleted at the exact same time. I tried contacting
Tax Deducted at Source is to be booked when the invoice is booked.
Hi, Zoho books is missing the basic rule related to booking of Tax deducted at source i.e. TDS receivable. As we all know TDS of a month is to be paid by the 7th of the following month but as per zoho books we can book TDS receivable only at the time
Download bank statement in PDF/Excel format
Hi Team, After Export the Bank Transaction in Excel it shown the same transaction in both Debit and Credit Column. How to remove the duplicate or how to export in excel the bank transaction without any duplicate transaction.
Can Zoho Books function or workflow initiate instant sync with Zoho CRM?
I need to initiate in Zoho Books and instant sync with Zoho CRM by custom function or workflow, please help.
How can i enter my creditcard balance?
How can i enter my creditcard balance? I actively use my creditcard to make purchases for both my customers and my business. It seems though that i can not make the system "see debt" if that makes sense. If i start with an opening balance of say $-1000 i OWE (repulsive horrible evil) JPM Chase one thousand dollars. When i make a payment to the card of lets say $250, the balance should then read $-750... Etc Any idears?
Getting notes to print on timesheet report
For some of my clients, they would like to know what I worked on during billable hours. I keep track of this on my timesheet under notes, however, notes doesn't print when I do a timesheet report. Is there anyway for me to get this to print? Or another way I can track time that will allow me to show this? Or to at least modify the report that generates, as all I need is hours worked and what I worked on. I know this might be slightly unconventional, but is a deciding factor in me going fully with
Change colour of accept button
Is it possible to change the colour of the accept button on estimates only?
Function #54: Auto-populate date and time of invoice creation in custom field
Hello everyone, and welcome back to our series! Zoho Books maintains a detailed log of every action performed within the application, whether it's creating, updating, or deleting records. The Audit Trail provides information on how, when, and by whom
Feature Enhancement Request for Vendor Management and Purchase Product Codes
Zoho Books Development Team, I hope this message finds you well. I am writing to request an enhancement in Zoho Books that would greatly benefit our inventory and purchasing management process. Our company manages an extensive product line with over 2000
Not able to access to zoho books
When ever im trying to login the zoho books page getting crashed and not able to access to the books of accounts please do the needfull.
Changing transaction type
I made a few business transactions with my personal checking account and transferred the money to or from my business checking account. After importing from my bank accounts, in Zoho Books, the transactions are listed as "Undeposited Funds". How do I
Not able to import item with track inventory
I am trying to import few items in zoho books. I can manually add items with inventory tracking as yes and it shows the field for opening stock and opening stock rate. However when item is imported these fields are not populated Find attached the fi
Create Item Zoho API
I am trying to create an item to generate an invoice using Zoho books API. Passed the payload and received the following error. { "code": 1002, "message": "Account does not exist." } Payload: { "name": "Chicken Tikka", "rate": 120, "description": "yum",
Vendor Bill and Banking Issues
Hello Zoho, Vendor Bill and Bill Payment Issues needs to be solved. When we create an invoice as on 1st of Jan 2024 for example and also post a payment of the same on the same day but later if we change the date of the invoice to lets say to 15th of Jan
Cloud picker does not show search bar for attaching docs from Google folder shared with Me
In Zoho books, I have been attaching docs from the Google folder shared with me by others. suddenly on the cloud picker page, I do not see the folder "Shared with Me.. ". it only allows me to attach files from my Google Drive. Though I am unable to see
Accounting on the Go Series-37: Streamline Actions with Haptic Touch in Zoho Books iOS App
Hello users, I hope you’re all doing well! This Thursday, we’ve come with yet another nifty new feature that simplifies your Zoho Books mobile experience even further: Haptic Touch. What is Haptic Touch? Haptic Touch is a feature that adds a tactile response
Cannot integrate with Microsoft Exchange
Zoho Books is currently restricting us to integrate with Microsoft 365/Outlook, not Exchange. I believe because we cannot integrate with Microsoft Exchange this is why we are having the email troubles below: 1. No emails populate in Exchange "Sent" files
Zoho book's barcode scanner not picking up products when scanned
So, my accounts are linked with Zoho inventory and Zoho books. On the inventory side, we get asked to enter UPC codes during the addition of any new products. All our products have their own upc codes. However, while using Zoho book's android barcode scanner, the items don't come up after being scanned. In fact there is no place to see the barcodes in the books side. Can someone help me demystify this barcode issue?
Error occurs in Zoho books widget
I'm developing a widget for Zoho Books. In my scenario, I need to transfer data to a custom module. I'm utilizing the Request SDK method to submit the data. However, I'm encountering an error in this process. Code var options = { url: "https://www.zohoapis.com/books/v3/cm_delivery_equipment",
Projects that are created in Books
Hi, When a project is created in Books and linked to a Customer, can it sync to Projects and the CRM? Charlene
Make delivery note
NO. Item. QTY AMOUNT. DELIVERY 1. Red Roses
Receipt not attached on Expense API in Zoho Books
I am trying to upload a file for expense using this API : https://www.zoho.com/books/api/v3/expenses/#add-receipt-to-an-expense I have converted my file to Byte64 string and uploaded the file. I have got the successful response status that file has been
Reimbursement for startup expenses
I used my personal account for startup costs and supplies to form my LLC. Now that there is money in my business account, how do I properly log and reimburse myself in Zoho free edition? I'm a solo/single manager LLC if that makes a difference.
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