Import Sales Invoices - Amend Append Modify
Hello, We are importing sales history. As we learn, we see modifications we wish we made to those imports. Our understanding is that once you use an invoice number, you can no longer import to it. Our volume and Zoho's batch limits makes it difficult
ZOHO BOOKS DEMO
Dear Sir/Madam, I want to see the Demo of Zoho Books. My mobile no 0569103745 Thanks Hariharan
How to record monthly accruals for Air fare, leave salary and gratuity in Zoho books?
I am trying to book accruals for Annual leave salary, gratuity and air fare for the employees in Zoho books. Can you please explain how these are recorded?
Journal entry need to charge against project
We have several expenses that go to a project and then are distributed a few months later to other projects. This is a typical process for us on a quarterly basis. Usually, we make a journal entry to 'move' the amounts from one fund to another but in Zoho Books we are not able to move amounts from project to project--the field is not available. ?
SPF record not found. Contact your domain provider. Not able to authenticate email in Godaddy from zoho books
Hello team, The authentication is keeping fail because SPF record not found. while DKIM record configured. Attached are some screenshot for reference Please advise ASAP
Changing Base Currency to USD (we are based in the UAE)
Hello everyone, Good day. We are based on the UAE and our bookkeeping is in USD. I followed the online resource that I select the country first where the currency I want as base is native then later on changed the country once the whole setup is done.
Function #45: Automatically convert billable expense to invoice
Hello everyone, and welcome back to our series! Zoho Books allows you to easily charge your customers for expenses that you have incurred on their behalf. You can achieve this by marking the relevant expense as billable and then manually converting it
Is there anyway to restrict the "Bill up to" date to a specific date when creating or editing a new invoice?
Is there anyway to restrict the "Bill up to" date to a specific date when creating or editing a new invoice? Use case: In order to standardize monthly reporting we restrict the time periods that may show up on an invoice. This is common for CPA firms.
Zoho Books minimal Inventory Opening Stock accounting
When an Opening Stock quantity and rate are set in Zoho Books minimal Inventory, are these values recorded as an expense and thus reduce operating profit? Also, would these values be added as a current asset and thus show on the statutory balance sh
How to invoice 1 sale to 2 different parties.
Dear Sir/Madam How do I build a billing system that makes it possible to invoice 1 sale to 2 different parties in zoho Books. Both parties pay part of the cost. It is intended that both parties see the full amount invoiced. The invoice must state how
Zoho Books - Your Subscription is cancelled
Dear Zohobooks team, I hope this message finds you well. We are writing to bring to your attention a pressing issue regarding our Books account. While we made the payment on 23-02-24, we were dismayed to discover that our account has been cancelled due
How Change the Position of Logo's in invoice of Zoho Books using Template Customization
We need to change the logo position in invoice of Zoho Books both organization and customer company logo .it's means change the left and right position.for example please refer following Screenshot is attached below...
Is there a way to trigger a Zoho Books workflow when time is imported from Zoho Projects
All of our time comes from Zoho Projects. We are working on automatically creating an invoice usign Deluge/API/Zoho Flow when time is imported into Zoho Books from Zoho Projects. Is there anyway to trigger a workflow when this happens?
How to use to invoice validation to check that no line item date exceeds a specified date
How to use to invoice validation to check that no line item date exceeds a specified date Use case: In order to standardize monthly reporting we restrict the time periods that may show up on an invoice. This is common for CPA firms. We will bill through
Late fee custom script in Zoho Books
Hi New to Zoho and trying to set everything up. I want to add a late fee on my invoices. I found this script: https://www.accountexnetwork.com/blog/2016/08/zoho-books-continues-automate-custom-functions/ //create a variable to get invoice total and add a 5% discount
latefee = invoice.get("total").toDecimal() * 0.05;
//display the value stored in the latefee variable
info latefee ;
//add late fee and adjustment and store the total amount in the variable 'adjustment'
adjustment = invoice.get("adjustment").toDecimal()+
Late Fees in Zoho Books
How do I apply late fees to invoices in Zoho Books? I used to do this in Zoho Invoice by using a drop-down box to choose the late fee to associate with the terms on my invoice. In Books I cannot find a way to do the same thing. I have successfully migrated
Late fees in Zoho Books
I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late fees
How to create a journal with Deluge?
Im trying to create a journal with a custom button from a custom module. Some of the info on the code looks like this: LineItem1 = Map(); LineItem1.put("account_id",CuentaCredito); LineItem1.put("amount",ImporteDepreciado2); LineItem1.put("debit_or_credit","credit");
How to write off a non paid invoice in Zoho Books
We have some invoices where clients have not paid - how/where do we go to write off the invoice?
Error: ACH Payments for Multiple Invoices
Hi Everyone, I've spent over a dozen hours trying to figure this out. It seems like both Forte and Authorize.net have this same issue. Whenever you try to pay two invoices with ACH payment in the customer portal, it gives an error as seen in below portal.
using zoho books API for retainer invoice in zapier
hello, I have to create a retainer invoice when a estimate is accepted and i got everything set up but I cant seem to figure out what the good format for the api request is for the line items, I dont see what im doing wrong can someone help me with this
Separate billing and shipping person name
Hi, I am aware that Zoho Books allow to input two different billing and shipping address; however, It seems I could only have one name for this? Is it possible to have the name of person be different for billing and shipping on the invoice? Thank you
Invoice_Id as placeholder
Hi I am trying to create a URL on the invoice with the Invoice Id (not the Invoice Number) but when I use %InvoiceId% or ${invoice.invoice_id} the first doesn't return anything and the second is returned as is i.e. as text. Any suggestions?
Credit Cards Rewards Cash Back
Hello, My credit card gives me 1% cash back. How can I record this income? Also, my credit card allows me to buy products with points. How can I record this payment? Thanks
Recording SEP IRA Contribution in books
I have an LLC that is electing to be taxed an S Corp this year. I am wondering how to records SEP IRA contributions. Are they categorized under an expense or are they considered equity or something else that I am not thinking of. Thank you!
Accounting on the Go Series-28: Effortless Automation- Converting Quotes to Invoices with Ease
Hello Zoho Books Users! At Zoho Books, we take automation seriously, striving to simplify your daily tasks and reduce manual work wherever possible. Today, let’s talk about one such nifty time saving feature: automatic conversion of Quotes to Invoices.
Zoho Books TimeSheet API Date Filter Format
I didn't see this documented anywhere and it took me an hour to figure out. In order to filter the time sheet list using: zohoapis.com/books/v3/projects/timeentries? You must also send the following parameters in this example: filter_by = Date.CustomDate
How to pull in custom fields in a Zoho Books Related List (invoice module)
I have custom fields for Zoho Invoices. How do I reference them into columns within my related list? I tried using their API name but it doesn't seem to work. I'm not sure if it matters but they are date fields.
sort customers and vendors custom fields
Hi, would be nice to add sort customers and vendors custom fields. Thanks :)
Single monthly invoice for subscriptions and Recurring services.
How can I create a single invoice for monthly subscriptions and support contracts using Zoho Billing and Book's Recurring invoices? Customers expect to receive and pay once per month for any services they have with us and also have them consolidated.
How to identify automatic and manual journal entries
I am confused by unintended automatic journal entries and want to know exactly what is happening in connection with other modules, such as inventory, invoice, etc. I have two questions: How an I check all the entries including those generated automatically?
Get more records from Zoho Books
Hello There, I have 200 above records in Zoho Books.I want to get those records and push to Creator .we need sample syntax for this.
I cant add a contact with gst_no getting error {"code":8,"message":"Invalid Element gst_no"}
am trying to add a contact into zoho books but when i add the key "gst_no" into the post data am getting error {"code":8,"message":"Invalid Element gst_no"} ,but if i remove the key contact will be added, am adding my postdata for reference to see if
Expenses
Hi, I sell jewelry online and I'm new to business and accounting. So please use simple words as I'm still learning the terms. My main product is earrings. To sell the earrings, depending upon each order, I'd need one or more earring cards, cardboard boxes,
Make an Invoice out of an Recurring-Invoice via the API?
Hello, i need to activate the Books intergrated Function to make an Invoice out of an Recurring-Invoice via the API. I have several Recurring-Invoices in Books and i am building a function, that read Zoho Desk Tickets and they Timeentrys to generate Books Item in Invoices, but if i only have an Recurring-Invoice i must generate the Invoice of it. Here is the Button in Books on an Recurring-Invoice, upper right corner, the button in the Middle (Create Invoice) :D Thanks for every help.
withholding tax automation
hello, we do withold tax and currently do it manually on the payment's page. is there away to automate the computation?
How to exclude amount completely from reports?
Hi there, I have been paid from a part-time job but this has inadvertently gone into my business bank account. As the part-time job is for an employer, I already pay tax via PAYE in the UK and do not want that amount to be counted into my business income
Basic Feature Issue - Import of Statement DO NOT works as intended.
Hello Team, Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Date format. I tried to contact CS via phone and email, but still unresolved. Let me try to explain- I have
need to add vat number and problem issuing purchase order
need to add vat number and problem issuing purchase order
TO GET A PHONE ASSIST FOR SOME DOUBTS REGARDING ZOHO BOOKS AND ZOHO INVENTORY.
Hi, am running an wholesale and retail business in Qatar and Dubai. our key products are mobiles,tab,accessories,gaming accessories etc.now am using an offline software to manage the inventory and accounts.i would like to change in to zoho platform. regarding
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