Function #52: Automatically associate Price Lists to customers based on currency
Hello everyone, and welcome back to our series! Businesses operating globally often need to invoice in different currencies based on the customer's location. In such cases, maintaining item rates in multiple currencies becomes essential. This is where
Repayment of owners equity
Hi when I started using the free version of Zoho I transferred some money as an 'Owners Equity' loan. I now want to repay this. I can see I could repay the loan using Owner Drawings but this doesn't seem right to me. Can anyone help? Thanks John
Zoho Booksインポート時の税金の反映方法
～質問～ インポートで請求書を発行する場合に税金の反映が上手くできておりません。 「項目の関連付け」の項目で、どの①項目を利用するのか、その項目に②紐づけるデータについてご存じの方いらっしゃいましたらご教示いただけますと幸いです。 ～背景～ 基幹システムからエクスポートした請求明細のcsvを、Zoho Booksにインポートして請求書を作成しています。 しかし、この時に税金が上手く反映されません。 ※税抜き価格・税額・総額での表示を行いたく、税込み価格でのインポートは想定しておりません。 ※税
Accounting on the Go Series-34: Effortless Transaction Numbering-Configuring Prefixes with Placeholders in Zoho Books Mobile App
Hi everyone, In business, maintaining a systematic numbering of transactions is crucial for organization and clarity in financial records. Each transaction, whether it's an invoice, receipt, or purchase order, is assigned a unique number to track its
What's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items like
Books contacts not syncing to CRM contacts
When I go into Zoho Books Settings, to Zoho Apps, and try to sync the CRM contacts, I get an error message saying the Contacts CRM Module is not active. It is active in the CRM. Any help would be much appreciated!
Invoice template
I observed that the preview of invoice where "add tax to amount" is selected is not the same as the actual invoice. The actual invoice does not add the tax amount to the total amount on individual line. Also, the Total invoice value should be the sub-total
Add attachments to items
Please can you add the facility to be able to add PDF attachments to items. This would be useful for technical information and quotes. We cannot use the vendor attachments which have a limit of 10.
Deluge UpdateRecord in Books not updating
I'm trying something very basic in Deluge /* This is a sample function. Uncomment to execute or make changes to this function. */ expenseID = expense.get("expense_id"); expenseDate = expense.get("date").toDate(); organizationID = organization.get("organization_id");
Time Entries from Projects not able to Submit For Customer Approval
Hello, I have a project in Projects where I have time entries that have synced with Books. They are all billable, but when I try and "Submit For Customer Approval", I get this error: Some of the time entries you’ve selected cannot be included in the Customer
Job organization and work order creation
Hello – I’m looking for assistance in determining whether the Zoho ecosystem is a good fit for my team. We’re a discrete manufacturing company that completes ~150-200 unique jobs every month and need a good way to keep track of these projects and their
How can I change the picture for a contact person in Zoho Books
Today I was adding a new contact person to an existing customer. When I was done entering his info the new contact person was displaying an image off the King from Burger King with sunglasses. (See attached screenshot) Where is this image coming from
How to add a custom column in the invoice table in Zoho Books?
Hello, I recently added some custom fields in the invoice module in Zoho Books which I want to add to the invoice table. I saw in the PDF template settings that it is possible somehow. Couldy you please tell me how I can add a new column in the invoice
Bank feeds are broken
So my bank changed their website a few weeks ago. It requires 2 factor authentication to log in which I DESPISE, because I have to check a text or email to log in. Since then, my bank feed in Zoho has stopped working (since June 4, 2021) and nobody
Zoho API CORS
Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to http://127.0.0.1:4200, but when making requests to API I get CORS error. Am I doing something wrong? Maybe problem is with using ip/port d
Using custom field in reports
Hi, how to view and filter reports by custom fields in report Need this function in "AR Aging Details By Invoice Due Date" report .
Hide banking information to users
Hi, I have invited my employee as a user and would like to give access to contacts, items, Purchase order and Sales. Would like to hide other information like banking, reports, etc. Please explain.
Electronics Repair Management
I would like to design a package that integrates with Zoho Books. It would function much like Shop Manager at mysm.co (what we are using now). It would allow a computer (or other electronics) repair company to take a check-in on a computer, recording the customer's information, description of the problem, computer serial number etc. Then it would print out two copies of a check-in receipt, with a customizable disclaimer and a ticket number. The customer would sign one for company use, and the other
Coming in from Quickbooks - Trial Period
Hello. I have spent a decent amount of time extracting and formatting data to bring it over from Quickbooks. An initial hang up that I need help with that has no easily accessible guidance on: I receive this rejection when importing Invoices "Item Price:
A simplified way to record fixed asset sales
Hi there Can Zoho please provide a simply clear way to record fixed asset sales please? Which would allow for: Removal of the asset off the B/S A simple way to account for the depreciation A simple way to account for any profit or loss on the disposal
Banking Access Still after removing the access from User Role
Hello, We want to restrict sales users from accessing banking features. Despite not granting any access in their role, these users can still view petty cash and bank account balances. Additionally, even when access is limited to specific customers, they
Round down all decimal points for sales transaction
When selling an item, company rules require rounding down fractions. Is there an option to set the rounding down after the consumption tax calculation? In Japan, company rules determine whether to round up all decimal points, round down all decimal points,
Synchronisation of Zoho Books Invoice with Zoho CRM
Hello, We are currently synchronising products from Zoho CRM with Zoho Books. So we can use the products in Zoho Books to generate new invoices. Is it also possible to sync invoices that are created in Zoho Books back to Zoho CRM (in the corresponding
VAT for 2 companies
Hi, I'm VAT registered If I setup 2 companies in Zoho books can the VAT from each be collated from the 2 companies into a single VAT return? The UK .gov website says:- " We are only able to accept one VAT return submission for a return period. As such
Accounting on the Go Series-33: Effortless Invoicing: Recording Instant Payments within Zoho Books iOS App
Hello everyone, Today, we're exploring an efficient solution that simplifies the invoicing and payment process: marking Invoices as paid upon creation. In the world of business transactions, the timing of payments varies widely, with some businesses receiving
Flag invoice
Is it possible to 'flag' and invoice. Sometimes we might quote for a new piece of equipment after a service call. The service call will raise an invoice which is due after the visit but we will void it if the customer goes for the new quote. We also occasionally
Import Sales Receipt in Zoho without Admin premissions
I need to be able to provide my accountant ability to import sales receipt without Admin premissions assigned. Is this possible! Right now when i try it says the user does not have permission to import sales receipts
Item currency
I can't find how to change an item currency. There are items I sell only in specific countries, so the price is always in those countries' currencies, and not in by base accounting currency.
No payment options appearing at the foot of invoices.
I have set up and activated a Stripe payment gateway, but there are no payment options appearing in invoices that I create. The words "Payment Options" appear at the foot of the invoice together with a greyed-out credit card symbol - but there are no
Is it possible to erase everything to start over on Zoho books ?
Hi, I've started to import my accounting since 2012 that was on an different system, and i've made a lot of import mistakes. Is it possible to start on a fresh database so that the invoice numbers correspond with the original ? Kind regards, Sidney
Zoho and Avalara - Marketplace Order Handling
Hi, we currently utilize the Zoho Books and Avalara connector to extract transactions and track taxes in AvaTax (Avalara). As it currently stands, our marketplaces, (Etsy, Amazon, Walmart), are directly integrated with Zoho for order fulfillment. Somehow
Line Item Description - Line Breaks | Deluge
Hi, I'm trying to update a line item's description and cant figure out how to add line breaks. If I get an existing line item's description with line breaks, I can see that they are set as the regular "\n" (As this is a JSON). But, when I try to insert
Filter Invoices by Custom Fields
I need a list of invoices in Zoho Books based on the value of a custom field - all invoices with a value of 35 in the custom field. This is my current code: sOrgId = organization.get("organization_id").toString(); CustomF = Map(); iValue = 35; CustomF.put("customfield_id","2575294000004994047");
Zoho books custom function
Hello, I am trying to code custom function in Zoho Books that would change status of Invouce from draft to sent or paid but I cnat make it. Can you please help me with coding. Code sample: orgid = organization.get("organization_id"); invid = invoice.get("invoice_id");
Change Status of Approved Purchase Order to Issued after via Work flow
I have created to issue or send approved purchase order via a workflow, work flow is working fine but now i need to update the status of Purchase Order from approved to Issued once this work flow is initiated. Please let me know how can i do this using
unknown server being used for mailing out invoices.
Hi, I have noticed that some of our zoho books invoices are getting bounced by our customer's mail server. I have found that our invoices are being routed through a server at: sender201.transmail.net. This was discovered using mail-tester.com This server doesn't match anything in our mx or tx records for our domain. This is causing many of our customer mail servers to reject our invoices. Any help would be greatly appreciated.
Migrate from Rounded accounting to Zoho books
Has anyone had experience migrating from Rounded to Zoho books? I can't seem to find how to export the invoice data. Can only migrate, client info (did ok), and income and expense report did come migrate well. thanks in advance
Assigning a default expense account to a vendor
I was wondering if there is a means to assign a default expense account to a vendor so that the expense account automatically populates when creating a bill? If not, are there any workarounds I can try to help me on this front? Thanks!
Manual categorisation of bank transactions
Good Day I am hoping someone here can assist me. I have a lot of catching up to do with some bank transactions. I imported all my bank statements manually. Where possible i created a rule to have the transactions auto categorised. However there are some
Invoice Notes font is fine on preview but incorrect when printed
Hi On invoice preview the notes field with banking details is the same sans serif font as the rest of the invoice. When I print it, the notes field come out in a serif font (I think Times New Roman). This looks unprofessional. I have tried to recreate
Next Page