Show my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
Does Zoho Books integrate with Zoho CRM?
Hello, I think that this may be too much to ask right now, but would there be a chance that all your accounts, contacts, products & quotes/estimates from Zoho CRM integrate over to Zoho Books? That would be great if they did! Thanks Jeremy
How to I generate Proforma Invoices?
When customers need to pay by bank transfer I need to send them a Proforma Invoice with our bank details. I am unable to work out how this can be done. It needs to be done at the Sales Order stage before a formal Invoice is generated. John Legg Owner:
PEPPOL Support Needed for Zoho Books in Europe
I'm reaching out to discuss the urgent need for PEPPOL support in Zoho Books for European users. With Belgium mandating B2B e-invoicing via PEPPOL starting in 2026, many of us are struggling to manage invoices without this integration. While Zoho Books
Zoho Books: periodic customer statements
I need to set up periodic sending of customer statements. I can't find this in Zoho Books?
Searching for Items
when creating a bill or invoice, when i click on a line item and start typing, the search is really bad. it only finds the items if i type it exactly how the item is named. it doesnt let me do partial searches where i just type a part of the item name.
Creating an invoice to be paid in two installments?
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
Zoho books partners: Transferwise, Resolut
Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated? I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
Zoho Books - Zoho CRM INTEGRATION. FULL OF LIMITATIONS = RENDERED USELESS.
A word of caution for anyone thinking of trying the integration. This might save you loads of time. SHAME this isn't clarified in the guidance notes. THE MAIN PROBLEM AREAS THAT RENDER THE ZOHO BOOKS - ZOHO CRM INTEGRATION LARGELY USELESS: 1. The GUI of Inventory Modules (from ZohoBooks) are significantly archaic in comparison to the ones in the CRM + with lots of limitations. Limited fields and field types. 2. Record View Page: NO record details view. Once you create an estimate (for example)
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
Unable to fetch bank feeds due to Open Banking update
I'm seeing the following in my feeds, and wonder if there's an estimate on when this will be complete? We are unable to fetch bank feeds from this bank as they have asked our third-party banking service provider to migrate from the existing platform to
Record payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=
Is payroll included in zoho books?
We are about to upgrade our zoho crm and would consider using zoho books if it includes a payroll option.
Zoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
Multiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.
Set Default Payment Method & Default account
Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very
Item cost price - How to accomodate changing cost prices
I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us some
Importing Bank statements in Zoho Books
Can bank statements be downloaded into Zoho Books for bank reconciliations?
How to change the pdf title of invoice
Hi! When we generate an invoice in pdf format, the title of the document still appear in English, for example Invoice-XXX How we can customize the title of the invoice generated?
Timesheet Tasks in Zoho Books: associate to service item
How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the
Supplier Purchase Orders applied to a Project
We are finding it difficult to decide the best way track project expenses in Zoho books and would like to know how other users are handling this task. We provide Professional Services and engage 3rd party Suppliers on most projects and provide them with
Creating Deposit Invoices
Hi, we are a company that does project based work with a request at the begining of each project for a deposit payment. At the moment we are creating invoices for the deposit and an invoice for the completion of the project, however they are completely
Combine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting and
Is it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don't
Negative Opening Balance
How can I add Negative Opening balance - meaning a credit balance to a Customer or a debit balance to a vendor? If I go thru Sales-->Customers, and if the opening balance is Rs. 1000 (credit balance), it does not allow me to enter a "minus" sign or mention
Where is the Fixed Asset Register?
I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business
Invoice status on write-off is "Paid" - how do I change this to "Written off"
HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
Is this estimate layout possible? Multiple tables with subtotals
Hi, can anyone help me please. We have a very specific type of layout for our estimates which basically looks like this..it's quite essential for our clients to see things sectioned up like this. We are about to move into using Zoho Books and I am trying
Printing Two Languages (English & Arabic ) on Invoice
Hi How can we create an Invoice and print that with Two Languages (English & Arabic) ? As it is I believe a necessary part in the implementation of e-invoicing in Saudi Arabia. I can see currently Zoho has only one language support while printing an
Automatically download bank transactions?
Am I missing this feature somewhere? Can you automatically download your bank transactions like Quickbooks? If not, is this coming soon?
Attachments to expenses
When I record an expense in Zoho Books, sometimes for audit purposes I need to record the original expense receipt/slip as well. It would be ideal if a PDF Attachment could be linked to the expense transaction online.
Creating credit cards with sub-accounts for employee cards?
I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card. Ideally, I'd like to be able to setup
Adding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the
Item Search
Hi there, any plans to enhance the item search function, to include searching also the item description, when doing estimates and invoices? Thanks!
Sales Receipt option?
I operate a business that does both outside sales and service as well as some retail for walk-in, "cash & carry" customers. Invoices work great for my outside work, but there does not seem to be a good option for my retail customers. I have been using
*** ALL UK BANK FEEDS BROKEN ***
Where can we go to find news and updates on the situation with UK bank feeds? How long is this going to last? All UK bank feeds are now broken due to a pre-anounced change in bank regulations. Seeing as this change was announced a year or more ago, it is strange that no strategy seems to be in place. Why are no announcements being posted by Zoho? I moved from Wave accounting to Zoho Books, specifically because of this issue, which Wave announced months ago. Why is it such a surprise to Zoho Books?
Record transfer to DATEV
Hi, DATEV is a very common application used by companies to do their book keeping and tax calculation. I wonder if there is an elegant way to transfer Zoho books accounting records from Zoho books to DATEV? Any idea or approach is highly appreciated.
Project expenses in Zoho Books
Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each
Searching for an item from within an invoice should show any item containing the string, not just those that begin with the string.
Hello, I've found myself becoming increasingly frustrated with the limited line-item seach when adding new items to an invoice. The problem is that the characters being typed are only being matched from the beginning of the item name. This might be usable
How do add VAT to Shipping Charge?
Hi, I am currently trialing your program which has been asbolsutely excellent, However... I noticed when I finish my invoice there is no VAT added to the shipping charge? only the total of the items?.. VAT is always added to the shipping charge too with
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