Zoho Books Pricelist API- Get Price of an item in Pricelist
Hi, We store MRP and Discount per customer as separate pricelist. Is there anyway that we can retrieve price of an item from a particular pricelist via api?
HSN wise summary in case of export of services
For freelancers and businesses providing services, the normal GST rate is 18%. But in case of Export of Services under LUT, without payment of taxes, the tax they would pay is 0. So in the HSN wise summary details where it asks for HSN/SAC code as well
Reimbursed expenses are showing up as income
I have a client for whom I incur expenses and then include those expenses without markup on my invoices to him. When I run a report for last financial year they are showing up as income. I have probably done something wrong and I'd like some help in rectifying
At transaction level discount with VAT registered company
How can I apply a discount for an invoice before tax? The option "At transaction level" is not visible.
Zoho Book Spanish language & customize reports
We start to analize to use Zoho Book into ower company. But we found two weak points; we cannot translate to Spanish, and we cannot customize some important reports. Will be these issue upgrade, shortly? Thk, Diego.
Opening balances
Hi me again, So I migrated from Wave last year when they began to cut out non north-American users. Seeing as I did this at the start of the 2021 financial year I probably shouldn't have migrated but I did. I've never been one for balancing the books
How do you sync customers between Zoho Books and Zoho Projects?
We have integrated Zoho Books and Zoho Projects using the ZSC keys etc. Now, how do you tackle the synchronization problems? The integration only synchronizes the invoices and the expenses! Not just customers, how do you also ensure that the invoice numbering
What Are the Card Payment Options for the UK for zBooks?
Hi guys, TL,DR re: face-to-face card transactions: » can a card payment be automated as much as Stripe, PayPal etc? » Square doesn't sound it does, can anyone confirm, please? » is the Stripe terminal the same as iZettle, which does integrates at all?
How to jump from an invoice into the customer record for that invoice
We have a lot of customers, some of them, unfortunately, have the same name. If I am in the invoice module and I am viewing an invoice, how can I easily jump into the Customer record that is tied to that invoice? I don't want to have to go into the "Customers"
Need a Sample script to create contacts and sale order using PHP.
Hi, As I am new am just trying to add contacts and creating sale orders for that contacts using the API. Am new to this. It will be helpful if someone provides me the sample PHP + CURL code to work. Thank you in advance.
Retainer Invoice Option Not being displayed in Estimates
Hi, I'm trying to add the function to automatically convert an estimate into a retainer invoice to collect partial payment. However, While creating the invoice the option will not display. I currently have the retainer invoice option enabled in the preferences
Name search doesn't work without typing Salutation with a symbol
I have been using Zoho Books for half a year now, I have this issue that bugged me the most. When I create an estimate or invoice, I did a search on the customer name (knowing that it does exist in the system) to add it to the Name field. However, if
I bought a car and sold it a year later, how do I record this?
I bought a car at $39000. a year later I sold it at $38000. Do I record this as an expense (Furniture and equipment) at the buying stage? At selling, Do I have to create a new contact and then receive payment? If I did it this way, then my books will
Catagorization of Payment received
In our business the same entity is a Customer & Vendor. In a recent transaction we have made a advance payment of Rs.30lakhs to the Vendor, But the vendor ended up repaying the advance along with his customer balance a total pf Rs.32,01,471.00. This entry
Item categories in zoho books
It would be great if we could categorize items in zoho books. As it is right now. Its just one giant list as it grows. It makes it difficult when creating invoices or estimates when you want to add items. You see a giant list. Sure you can search, but
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Books. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automatic
Dashboard Bug?
Good day, I've noticed in my dashboard that the Top Expenses are being recorded, however I noticed that Bills & Expenses are under 2 different categories? When I make a bill to re-stock my items, it automatically integrates which is awesome, but it doesn't
Recording AWS and Microsoft Credits in Zoho?
I received $25k free AWS credit which is to be used on their infrastructure, how do I go about recording the free credits since it's not coming as cash or payment into my bank account?
Customize Layout button in Books Templates
How do I get the the "Customize Layout" button to show in templates zoho books?
API OAuth2 for resource owner
How can I get access to APIs if I am both client and resource owner? meaning I am trying to access my own data in Zoho using OAuth2. Usecase: I have a batch job application that needs to connect to Zoho using APIs and add some invoices. I have checked
Using a Retainer to Part Pay for an Invoice That Isn't in the Same Name
Hoping someone can help me with the following situation: Person A has paid me a retainer of 230 to work on his boat. He has sold the boat to person B but agreed to pay 50 from the retainer towards the final invoice. Person A wants the remainder refunding
Updating salesorder of zohobooks using PHP
I want to update the salesorder from a php website but it give me the following error; function updateSalesOrderWithShippingCharges($sales_order_id,$customer_id,$sales_order_number ,$shipping_charges) { $json='{ "customer_id":'.$customer_id.',
Authenticate issue for API usage
Hi, so I'd like to access Zoho Books with REST API/python and tried following tutorial on https://www.zoho.com/books/api/v3/#oauth Initially I created Self Client on https://api-console.zoho.com/ with Client ID and Client Secret. Then I generated Code
Refund a vendor credit
How do I refund a vendor credit? I have a situation where I accidentally overpaid a vendor. I recorded the overpayment in the contacts section. Now the vendor has refunded the overpayment to me. How can I record this in Zoho Books?
How to put Provision for salary, telephone bills, electricity bills, Insurance etc in year end
Hi, Our company is in Oman, Here year ending month is December. I want to know how to put my december month salary, telephone, electricity, insurance in December month as provision. Usually we pay all this in upcoming month, but my auditor told me to
Stop 14 Day Trial
Hello I'm currently in the process of evaluating Zoho Books, but I only want to evaluate the free version. How can I cancel the trial and downgrade to the free version BEFORE the 14 days trial expires? This seems to be misleading and deceptive, considering
Add Sales account for each project or project task, like you can for an item
Each time I create an invoice based on a project's timesheet, I need to change the Sales account for each invoice line. The ability to give a project or task a specific sales account code would save a lot of time and reworking.
using another currency rather than base currency
We are working with multinational customers and we are invoicing them in 3 different currencies: €, $, ₺ Our Zoho account has been set TRY as base currency. Is there a way to invoice a customer directly in € or $ (different currency than base curren
#7 Zoho Books Digest
Hello everybody! We are back with the 7th edition of the Zoho Books Digest! Let’s jump right in and take a look at all the new features, announcements, and customer stories we have in store for you. Feature Spotlight In this edition of Digest, we would
What's New in Zoho Books - August 2021
Hello Users, We're back with some exciting new features this month, just for you! Here's what's new in Zoho Books this month: IOSS (Import One-Stop Shop) Scheme [UK] Earlier, goods imported to Europe were taxed at Zero Rate and was subject to Import VAT
Authtoken Deprecation for Zoho Books APIs
UPDATE (2 JULY 2021): We've extended the deadline to 30 August 2021 for converting Authtoken to OAuth. UPDATE (30 MARCH 2021): We've added a set of FAQs to addresses few common doubts that you may have while migrating from Authtoken to OAuth. Hello
How can I trigger a Books Workflow from a CRM Workflow?
How can I trigger a Books Workflow from a CRM Workflow / Custom Function?
Is there a way to filter items by category when adding items in bulk in books estimates?
Hi, when i create an estimate, i cant see a way to filter by category when adding items in bulk. ie my construction company might have 50 categories for different material types, say concrete, timber, roofing, fixings etc, and will have hundreds of line
Error generating journal from custom function
Good day, I am trying to generate a journal from a custom function but it returns the following error: {"code":11,"message":"Solicitar carga útil no debe estar vacía para la solicitud."} Reviewing the documentation of the books apis, I am considering
Setting entry level discount in Sales Order with API
Hello, We want to create a Sales Order with discounts in some items. The main problem is we dont know how the API is working in this scenario. Reading the documentation we have to send the quantity discount in the JSON in discount_amount in the line item
How to "apply" a price list
I understand what a price list is, but I do not see how it works, in practice. Customer ACME has price list "Price for a Small Company" with an item called "Thing." "Thing costs 1.00 in that price list, and costs 2.00 in a different price list. I find
Keep getting "code": 14, "message": "Invalid value passed for authtoken." My authtoken is correct though!
Yesterday, I reset my password. I think I accidentally selected that checkbox that deletes all API/Authtokens. Today I regenerated new connection/authtokens for each Zoho Module that I needed. All my standard actions work great in Zoho Flow. BUT my custom
Zoho Books Custom Fields API endpoint
I cant find the endpoint to get all bild custom fields and they possible values (Dropdown custom field). Example: I create a custom field named "Bill Type", Dropdown type, with possible values One and Two. How I can get this information from the API?
Zoho Books App
Hello I have just added a second company to my connection. I would like to use the Zoho App to populate but when I try to download the app I get message " x --not able to download Zoho Books" help with this please. cheers paul morrison
Recording VAT for Expenses Paid in Advance
Hi We are a dubai based company and need to submit VAT Return every quarter. I am having a problem with advance payment of any expense which includes VAT. We have to pay office rent annually but the period is not the same as our accounting period. For
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