Inventory adjustment for prior years
Hi Zoho team, Please could you let me know if I can adjust the inventory qty based on stock taking of 2022 and 2023 when there are already transactions (i.e Bills from supplier)? How will this impact the Inventory balance in Balance Sheet? Thank you.
Integrating POS with Zoho Books / CRM in the UAE - Best Practices?
Hi, We are exploring options for integrating a Point of Sale (POS) system with Zoho CRM for our business operations in the UAE. Can anyone recommend POS systems that work seamlessly with Zoho Books / CRM, particularly in the Middle East market? We are
Inquiry on Vendor Payment Visibility in Zoho Books
I hope this message finds you well. I am currently utilizing Zoho Books for managing vendor payments and have encountered an issue that I would like to address. As it stands, there is no functionality for administrators to approve or reject payments made
Account Transactions
The default heading for account transactions is as follows: Date Account Transaction Details Transaction Type Transaction Reference Number Debit Credit Amount The "Amount" column is redundant and repetitive. All you are doing is repeating the information
Invoice Deductions
Hi I am having difficulty trying to enter invoice deduction details into Books. If Books allowed deductions to be allocated to Current Asset and Current Liability accounts I would know what to do,but it doesn't. So here is my scenario: --- Invoice Example: invoice Amount for Rs.1000000 ( accounted in income) deductions as follows : TDS 1% - Rs.10000 ( accounted in withhold tax amount as TDS ) Retention Amount 5% - Rs. 50000 ( hold amount which will be released later once the contract period is
Contra Entires (AR & AP)
Hi Team Zoho, i hope you are doing well. I have a question here, as there are no SUB ACCOUNTs yet in ZOHO Books, how can i adjust the Bills or Invoices if I am dealing with a contact as both i.e Vendor and Customer. Zoho Books is a good Software for Basic Business needs and i understanding your team is constantly working on it to make it a better software for all sort of uses in Business. But i am very disappointed to that progress is very slow. despite of being asked couple of times for the SUB
Unable to Enable "Restrict Out of Stock" Option Due to Incorrect Negative Stock Values
Dear Zoho Support Team, I am encountering an issue with enabling the "Restrict Out of Stock" option in Zoho Books. The system prevents me from enabling this option, citing that there are items with negative stock values. However, I have thoroughly checked
Invalid value passed for description
Dear Sir, When I am entering the purchase bill , the following message showing "Invalid value passed for description" what should I do ? I am attaching screenshot. With Regards, Harish harish@cracku.in 7978841636
Can Not Categorize Sales vs Services for "On The Fly" Line Items
We can not categorize Sales (Goods) and Services with Zoho Books for "on the fly" line items when creating a transaction (quote or invoice). Zoho Books does not provide the basic ability to separate product sales and services for "on the fly" line items
API: Mark Sales Order as Open + Custom Status
Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the
Books PO Due Date on Calendar
Hello, I am currently looking for a way to add calendar events to either an Exchange or Google calendar to track PO's based on their estimated due date. Does anyone know how to write a function that would be able to do that? I know we have done it in
Function #60: Automatically generate invoices for unbilled timesheets at regular intervals
Hello everyone, and welcome back to our series! In the Time Tracking section of Zoho Books, you can set up projects to track services provided to your clients and log timesheets to record the time spent completing them. These timesheets can be billed
Can't filter for a null value in a custom view
Hello. I'm wanting to create a custom view to determine if a particular field has been populated. Much to my chagrin, it seems that Books won't allow you to have a value of null as your search criteria giving you an error stating, "Please enter a value
Camera Plugin For PC To Scan Bills/Receipts
Hello, please can we get a camera plugin that activates a webcam to scan receipts/bills when we press the "Upload File" button under "Attach Receipt". It would work similar to how the mobile app works. This would make it so much easier, we don't have
I need to delete all my contacts without transaction
Hello, I have over 600 000 contacts in Zoho Books. I need to clean it however I can't find a way to delete all of them at once (except the one with a payment due). Then sync back only the necessary contacts and accounts. Is there any way to do so ? Thank
see due dates from zoho books in calendar
Hi, we are starting a new business and I was wondering if I can see the due dates of the invoices and bills in the calendar?
WhatsApp Integration not working.
Hey my Whatsapp integration isn't working. tried sending my quotation and there was failed sign (Red ! Mark) instead of tick or double tick.
When to use Expense and when to record it as a bill?
I refer to this help page: https://www.zoho.com/in/books/kb/bills/expense-or-bill.html The description mentioned here doesn't really help fully. If we go by this example - it won' t really help. You can buy bulk from Amazon for trading purposes. But we
ZOHO books API to get invoice details doesn't have supplier name,GSTIN etc (Get an invoice)
HI Team, 1. I am trying to fetch complete information of an invoice raised in zoho books using API "GET an invoice ". The JSON response doesn't have the following details. Whereas in UI if I export invoices in excel template it has all these details.
Segregating Customers and vendor and transactions branch wise
How could i segregate my customer and vendor and the master data branch wise in the zoho books with maintaining secrecy of data of one branch to another branch?
Webhooks and Integration
Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please
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.
How to enter Bank Account details for Auto-Charge via API
We need to add Bank Account info for a recurring invoice to enable auto-charge. Can this be done via the API? I know that we can add credit cards using the following: POST https://books.zoho.com/api/v3/recurringinvoices/<rec_inv_profile_id>/card/<customer_card_id>?organization_id=ORG_ID&authtoken=AUTHTOKEN
How to categorize a returned payment into the same expense account
Example - I pay Google $200 and record that payment under the Advertising account. Then, the $200 is refunded (for whatever reason) back to my bank account. This "refund" should be categorized also under the Advertising account to balance-off the actual expense. However, Zoho Books does not allow me to record the refund under the same account (i.e., Advertising account). Xero and Quickbooks allow you to do this which in my opinion is better than creating an "Others" account as I’ve seen being suggested
How can I add a new loan?
Hello I just received money from my bank because I signed a new loan for an investment. How do I put this in the accounts? Regards Dimitri
How to register discount with vendor payments?
Hello, How can one register discount from vendor for early bill payment? Example: Vendor issues Bill with 30 days credit for a total of $1,000 If paid within 10 days of Bill date, one can deduct a $10.00 discount for early payment. When one registers
Accounting for use of personal funds during business startup
Hi there, I am after some advice please. When setting up my business I used a personal credit card to pay for some business expenses. I do not want to take the money out of the business yet but I do want to record it somewhere so that I can repay myself
Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center
Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,
Zoho Books API - Returned Terminated because API Call is taking too long to respond
Zoho, We have been heavy Zoho Books users for 6+ years. We run thousand of API calls/day to Zoho Books, many of them through Zoho Flow. We are continuing to see a degraded experience with your API. In particular, we are sending API requests to create
Missde API documentation for Sales Receipt
Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailed
How to show only Uncategorized Expenses?
I just want to show a list of Expenses that are Uncategorized, but don't see a column or filter option to help here?
Georgian unicode
Hi everyone, I just started using Zoho Books' service, and I'm trying to make an invoice with Georgian letters in it. In the app, everything looks fine, but the PDF file received in the email does not have Georgian words. This screenshot is from a web
Paypal business customer getting error message
I've had 2 customers try to pay their invoices via Business paypal and they are both failing. Both are US paypal customers:
Display problem in customize layout PDF
Hello, I've built a customized layout in Books. However I have a problem, when the items table flows to a second page, or worse, when one items it between 2 pages. The problem is that the table header is displayed beloew the rows ! the item table is a classic HTML table, so it should be a problem. I also forced to jump to next page only between row. Here is how it is currently. How can I solve this problem ? Thanks !
Zoho Workflow issue
Dear Zoho Users, I have Zoho Books premium subscription, I have created a email alerts workflow for Invoices and following are the configurations for the same: 1. Workflow for Invoice module 2. Choose when to tigger - created or edited 3. Filter the triggers
Books Invoice Comments and History
My customer claims they did not receive an invoice but under comments and history there is the following comment with a date and time "Customer has viewed the invoice in the email". Is it possible it was not received? Is there any more information regarding
How to Make a single invoice for multiple branches of a client?
I have a client whose business branches are spread over a country and we are asked to generate a single invoice for the headoffice, detailing the specific branches where we rendered our services and goods as well. Moreover, some of branches are situated
The Zoho Finance Workshop 2024 is here!
Hello users! The much-awaited event of the year is back. The Zoho Finance Workshop is an annual event curated by our team where you can learn all about Zoho's finance applications. It's a chance to discover new, more effective ways to use our apps to
Im having a code 15 error
It says that I have to ensure that my JSONString has less than 100 characters. What to do?. Please help
Removing old, imported transactions from "Best Matches" and "Possible Matches" list
This year I migrated to Zoho Books from another accounting system. I imported all of my data from the old system. Now when a new transaction comes it the list of possible matches is very long and goes back though years and years of transactions. All of
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