Mrs
I have paid for a year subscription. I cannot set up my account I need help
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
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,
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
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.
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
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
Zoho Book not Connecting to Bank
Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software
Sales tax liability
I am not seeing the tab for sales tax liability under reports. Please help
Match deposits with multiple invoice payments
I made a deposit of two customer payments (checks) so they both came in under the same deposit line through the bank account feed. How do I match this one deposit to two invoice payments?
Update Regarding Zoho Finance Applications' Domains For API Users
Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April
Is it possible to create a quote for a prospect WITHOUT an associated Account?
Although most of my clients pay for their services through their organizations, I have a few who pay out of pocket for 1-to-1 coaching. They don't have an associated account as they are processing these payments as individuals (not affiliated with any
API in E-Invoice/GST portal
Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.
Unearned Revenue
Hi. i have some issues regarding Unearned Revenues account in Zoho books. i have entered bill for Vendors and then i pay against that bills but this is appeared in Unearned Revenue account. the same issue with Customers i.e. Account Receivables i entered
Cash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our Basic
Impossible to categorize a vendor payment with an invoice getting the message: "The total amount does not match with that of the uncategorized transaction."
This message does not make sense to me and I'm stuck with all my bank transactions. Anyone has faced the same issue?
Issue with Pushing Invoices to Fatoora Portal in ZOHO
Hello, I am experiencing an issue when marking invoices as "Push to Fatoora Portal" in ZOHO. Some invoices remain in draft status, with the Push Status showing as "Push Initiated." Ideally, once successfully pushed, a QR code should be generated. However,
How to Apply retainers automatically to scheduled regular invoices when sent
I take retainers for my business to confirm a service date. Once the client has accepted the estimate, a retainer invoice is automatically created, and the estimate is automatically changed to a draft invoice. I can then schedule the draft invoice to
Expense and Income general ledger accounts not showing as options
Expense and Income general ledger accounts not showing as options when I enter a check for payment or check of deposit. How can I enter checks and assign to the correct GL accounts?
Function #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
Add discount column to zoho books quotes
I've added the discount column to zoho book quotes per the below. It shows on the template preview, but when I save it and go to quotes it doesn't show up on the quote or pdf. What do I need to do? Attached is the template preview, but the discount column
Allow Equity Accounts to be Used for Expenses
Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.
Chart of Accounts
Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,
Function #13: Transaction level profitability
In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specific
Merge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
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.
While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", This is not editable.
Hi Zoho & Readers, While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", which is reduced from the Sales to arrive at the gross profit. The issue I face here is that Service Oriented Companies don't incur any COGS, hence
Credit Card Terminal for Zoho Books
Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You
Payment link showing as malicious
We've had a few customers who have been unable to pay invoices as the payment link (the domain is zohosecurepay.eu) is showing as a malicious website in their browser. Could anyone help with this please?
Ability to add VAT to Retainer Invoices
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
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