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
What's New in Zoho Books - April 2024
Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organization
Automate PAYMENT RECEIVED email
In BOOKS - how do I make it automatically send a Payment Received, Thank you email to my Customer when I match a transaction to an Invoice (thereby making it PAID)? Thank you for your help.
How to retrieve a deleted inovice in Zoho Books?
I have deleted an invoice a long time back, but I can find it from audit log. But unable to open it. Is there any way that I can retrieve particular invoices, such as from a recycle bin? Thank you in advance
Is there a Books API to insert a Header row into a Sales Order or invoice?
Is there a Books API to insert a Header row into a Sales Order or invoice?
Warehouses
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90
Multiple discounts in 1 invoice
Hello, Is it possible to have 2 discounts in 1 invoice? 1 at the item line level, and the other at transaction level. For example I have 3 items: A, B, and C A has pre-defined 10% discount from price list B has pre-defined 5% discount from price list
Error "Tax does not exist"
When I am trying to load item master I am getting an error "Tax does not exist". I tried changing tax name and tax type however its not working. Please help. Find below data I am trying to load Inter State Tax Name Inter State Tax Rate 5% Inter State
Auto copy one field's data(custom module) to another custom Module.
Is it possible to copy the data of one field from a custom module to another in BOOKS?
Deleting Sales Invoices
Hello Everyone, I am trying to delete all added sales invoices to make some changes at once. Will re import later. But it throws an error saying your data is being used elsewhere so unable to delete. Could someone please help here?
MRP ENTRY
I PURCHASED MATERIAL IN AUG-24 AND RATE IS RS.399 AND FROM 1ST OCT-24 RATE IS RS.499 , NOW SOME QTY. IS SOLD AND NOW IF I ENTER NEW RATE THEN IT IS NOT ACCEPT OR CHANGE IN ALL SALE BILL
New Paypal Integration support Business to Business with 50 cent fee?
I "upgraded" the Paypal integration and I'm afraid I lost the 50 cent Busines to business paypal fee. Is this true?
COGS not shown in P&L
Hello, my name is Lucas. I have a wholesale phone case company. I import products from China to my country. The issue I was havaing is to have my Cost Of Good Solds in P&L, because when I run the report they only show me how much I spend in goods, shipping
Importing (Customers & Vendors )
hi zoho team , how can i add opening balance date for vendors and customers if i got new system but i want record transaction with last 3 months. i tried to import or add the customer manually but opening balance start with this month thanks
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
Customer Address Not on Standard Invoice when Address is on Contact Record
Hi, I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not
Customer Data Integration between CRM and BOOKS not working
A new contact is created via WEB-TO-CONTACT and the information is not always available in BOOKS. Why is that?
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
"Subject" or "Narration"in Customer Statement
Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only
Zoho Books EU slowness
Hi, My users complains about Zoho Books slowness. We're using EU datacenters. Base on status.zoho.eu portal, we can see the time response is about 3.5 secondes. We also can see the time is worst since end of June. For comparaison, the others Zoho EU applications
zoho books trying to integrate with azure synapses
Hi, I facing the error when i try to integrate zoho books with azure Synapses . I provide all the client id , client secret and oauth 2.0 token but still i am facing the http error . the error is "ERROR [HY000] [Microsoft][Zoho] (50) Error with HTTP request,
How to add previous due automatically?
i want to add my previous invoice due of a particular customer automatically to the new invoice. i want to show something like that: %InvoiceTotal% (current invoice's total) %PreviousBalance% (customer's outstanding balance due from previous invoice)
Recording different types of sales to different sales account
I saw that Zoho came with a Sales and Accounts Receivable account. I have domestic and international sales. Can i create a Domestic and International Sales and A/R accounts and have two types of invoices to record those sales so that they go to the appropriate
How to show Salaries paid from Zoho Payroll in Expense details oh Zoho books
Hi, I am a beginner and been using Zoho books and payroll. I observed, paying employees from payroll will record the individau entries as expected in banking. Also this amount is shown in Expense Category report. But when we check Report Expense Details,
Zoho books: create invoice contact persons issue
Hello, I am using make.com to create an automation for creating invoices. I'm using create invoice module but getting this error for Contact Persons fields "Invalid URL Passed". What is the issue? Any help would be appreciated.
Zoho books not accepting valid state code via api
Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state
Detailed Account Reports - Add Running Balance
When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if
Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
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
Resize QR
Dear Community, How can we resize the QR code since it is taking so much space in the Invoice.
Zoho Books
In zoho books I built PDF template for Quotations / Estimates I want to arrange the format , I want move the columns according to my requirement , In my requirement I want place the quantity column after the item name, Please check the attached same quotation
Authorize.net update to SSL/TLS - Zoho Needs to Make Updates?
Zoho, Please see the below email I received from Authorize.net. Can your team confirm that Zoho Books will have the necessary updates in place to ensure smooth integration with Authorize.net?
How to change "from" email address when invoicing.
HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.
How can I compare a button's action to a value?
I am new to zoho books so I am trying to understand how api, custom functions work?I want to know whether I can compare button action to a value and change status? Here's the thing. I am trying to create a custom function to change the customer status(values
Using API for multiple organizations
I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can find
Discount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,
Is it possible to add additional PDF document to Sales order and print the combined PDF in single file
Hi, I want to add the terms and conditions page of 1 sheet, in PDF document as attachment and print one single file (Sales Order) in Zoho Is it possible..? If so How do we do it ?
ABA Files payment description
Hi, is there a way to automate the payment description on the ABA file creation. When you paying many vendors having to put this in each time is very time-consuming. I couldn't see if there was a way to workflow this to automate using deluge.
Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
Yearly payment
Dear sir, Please yearly update. Payment option. My user: yousefaalsawaji@gmail.com User ID : 777567867
Thanks
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