how to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number
Amazon Integration
Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.
How to hide tax Rate in the Sales invoice print-out
Hello everyone, Can I get an enlightment for my issue that relate to the tax rate in the Sales invoice print-out?
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
Allow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular
Budget roll up
If we load budget details to main expenses and would like a view of budget vs actuals based on the roll up of sub expense, does anybody know how we can get it. For e.g. our budget is loaded to main expense heads like Travel, Entertainment, etc. Travel
Recurring invoices inside customer portal
When having a recurring invoice setup it should show up in the Invoices tab as a separate sub-tab as "Upcoming invoices" so the customer can see the upcoming charges (even better to have this feature as an option inside the admin settings). If possible
Upgrading from Zoho Invoice to Books was a major downgrade in functionality for me
I have been a user for many years of a free plan on Zoho Invoice for my personal consulting business. I recent upgraded my organization to Books since some of the additional functionality looked useful to me, and played around with the free trial for
customer satisfaction records
Dear Zoho Team, Is it possible to get "customer satisfaction records" from all customers that we invoice through your portal. This query is raised with the view to satisfy ISO 9001 standards requirements. Kindly advise. Regards Anil
Listing Unviewed Invoices
Zoho provides a standard view for "Customer Viewed" invoices. What would be more useful would be the opposite: "Customer Unviewed" Invoices, because those are the ones likely to need follow up (invoice went to spam folder, etc). There is a field, "Customer
Workflow rule not triggering on field update through API
We have a workflow rule that should trigger when a project's custom Boolean field is marked as true. If this field is marked true manually by a user, the workflow triggers as expected. We have a Zoho Books function that updates this field on a certain
Adding bank details to the contact through API
How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.
Zoho Finance Workshop 2025 is Happening Now! 🎉
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
Average Costing / Weighted Average Costing
Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.
Payments calendar for receivables and liabilities by due dates
Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seen
Managing credit cards
Hi, I'm hoping someone on this forum can help me out managing credit card accounts. Transaction are entered as expenses using the credit card account and, as expected, the card balance shows as a negative since this is clearly money I owe them. Once I make a payment, of the full amount owed, I woudl expect the balance to become zero. It doesn't, the negative balance just keeps on increasing even though the payment is reflected correctly in my main operating account. No-one at Zoho seems to understand
Customize Layout
I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?
ENBD Business Bank Integration
Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Jose
How to provide Access rights to specific Bank accounts
We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?
Sales tax liability
I am not seeing the tab for sales tax liability under reports. Please help
Order Wise Expense Tracking and Reporting Possible?
Hi, We are a manufacturing firm and take up several orders at the same time. Each order will be associated with a single sales order and then once completed to a single invoice. When recording expenses, is it possible to associate each expense with a
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Can't sign into any of the Zoho apps on MacBook...
I click "sign in" and it either does absolutely nothing, or it opens OneAuth and then just sits there. Can't even begin to use them 'cause I can't even login; Vault, Books, Creator
Mrs
I have paid for a year subscription. I cannot set up my account I need help
How do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
API issue: list invoices endpoint no longer returns custom fields
Hi, could anyone please advise. It looks as though the Zoho Books API has been changed, and now does not reflect the documentation. We use the list invoices endpoint (https://www.zoho.com/invoice/api/v3/invoices/#list-invoices) to return a list of invoices,
Involved Account Types Not Applicable
I am getting an error while trying to record a bill. I use zoho for multiple companies and this is the first time and error of this instance has occurred. Any assistance would appreciated.
Petty cash discrepancy
How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.
Track Partially Raised PO from Sales Orders
If I have a sales order with 15 items and I converted it to a Purchase Order with 12 Items These items are invoiced and billed, the next time I convert it to a PO i should get 2 items listed but it shows all the items again Why doesn't Zoho Track the
VAT Payment South Africa
Hi I am currently using a single VAT account to record all input and output VAT. I make bi-monthly payments on this account and cannot find the correct way to process them as to reduce my VAT liability. Can you please advise on what the correct procedure would be as I have currently been using a manual journal which doesn't seem correct. Thank you
Zoho Books | Product updates | February 2025
Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these
Default Payment. Terms on Imported Invoices
I am importing invoices using data from our production software. I do not import payment terms. I noticed that when the invoice is created, it does not use the default Payment Terms defined in the Customer record. It creates the invoice with "Due upon
INVOICE DONT HAVE AN INCOME ACCOUNT FIELD TO POST TRANSACTIONS
INVOICE DON'T HAVE AN INCOME ACCOUNT LIKE THE EXPENSE ACCOUNT FIELD IN THE EXPENSE MODULE. PLEASE CAN YOU TELL ME WHAT TO DO TO ADD THIS FIELD AND FUNCTION TO POST IT TO THE RIGHT INCOME ACCOUNT. THANK YOU VERY MUCH
Debit opening balances of vendors
Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid
Backup and Restore option Finance Plus
Is there option to backup the zoho books and import in another login,as we have purchased Finance plus package and planning to move to the Zoho books Premium package? Is it possible for this transition?
How to generate separate statements for each branch of a customer with multiple branches.
We have a single client who has 5 branches. We need to submit the Quotes, Invoice, and statement for each branch individually. How can I do that? For now, I have created 1 Customer with multiple addresses for sending the quotes, But We are not able to
South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
IMPORT INVOICES CSV
Hi, Impossible to import invoices in Zoho books with a csv file. I have also tried with the template. My topic keeps getting closed but I did not get any answer Is there an issue with this fonctionnality ?
ABN Amro
Hi, We are trying to add Abn AMRO as a bank in Zoho Books. However we get the following error: Type of Error: User Action Required Description: The request cannot be completed because the site is no longer supported for data updates. Possible workaround: Please deactivate or remove the account. Suggested Action: The site will no longer be supported by Zoho Books and should be removed. Does that mean it's no longer supported? Thanks!
Bug in Interface between Zoho Projects and Zoho Books
In the Zoho Projects - Zoho Books integration: If billable time is changed to Non-Billable time in Zoho Projects it will not change in Zoho Books. Further, you are unable to change the status in Zoho Books. It will give you an error "You cannot make any
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