Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.Customer Statement Template not matching when sending
Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single defaultBasic Price List Functionality Still Missing
I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells thatHow can a customer modify their invoice amount to include a 3% processing fee?
I understand that Zoho is not prioritizing automatically a fixed credit card processing fee, but is there functionality that I can use now to allow my customer to calculate this fee for themselves and "overpay" my invoice to account for the credit cardHow to record issuance of dividend in Zoho Books
Hi, As a Private Limited Company, how do we record issuance of Dividend in Zoho Books. Can't seem to find any Account or feature in Zoho books that has anything to do with dividend. The closest seem to be Owners' drawings which doesn't seem appropriate for Pte Ltd companies.How to make Branch compulsory in Zoho Books invoice?
How I make Branches compulsory in Zoho Books invoice?How to delete a bank transaction
I keep looking and looking and cannot figure out how to delete an erroneous bank transaction, which is throwing off my balance...how do you do this? I don't see a delete button anywhere and there's no obvious way to select it (like a box next to it).How do I append customer number to invoice number?
New Zoho Books customer using the free trial and trying to figure out how to append the customer number to the invoice number. For example, my customer number is: ACME My current invoice number is: 24-XXX I would like my invoice number to be: ACME-24-XXXXZoho Books - Branches - Can I cross-charge between branches?
Hi, We have two parts of our company, manufacturing and sales. The manufacturing side will invoice/bill the sales side for the materials and labour on each order. I have recently discovered the Branches feature in Books and it fits well with our setRegarding GST Report Issue in Zoho Books
Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.Zoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote. So if compagny A as a primary contact for billing assign to the account. If we make a quote in the CRM using the integrationMigration Wizard not available - trouble importing opening balances from Wave
Hi there, I have signed up for Zoho book from Wave and initially imported some data (customers, chart of accounts) using the Migration Wizard. Now I am at the beginning of the new financial year and wanting to import more data such as opening balances.GoCardless- Mandate Sync.
We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting paymentsNot able to add custom fields data in zoho books contacts with deluge script
Hey here i have written the deluge script in zoho crm to send data of contacts in zoho books but only contact_name is getting entered in zoho data vendor_data = Map(); vendor_data.put("contact_name",beneficiary_record.get("Name")); vendor_data.put("email",beneficiary_record.get("Email"));Zoho books reporting API
How to get the Zoho books reports using API. I need to get various zoho books reports.How to refund for multiple Credit Notes to a Customer.
I have a situation where in there are multiple credit Notes for a customer. How can i select all the credit notes and do a single refund.Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.
Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. ThanksDeluge Script with Google Drive Connection
Hi, I am trying to find a file usine file name in a specic Folder Id in google drive but unable to figure out how to use the connection in google drive. We have created a connection in google deluge script in the name of "gdrive" response = invokeUrlInclude Project Hours when Creating Estimates from Projects
Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a givenReporting Tags as a column on custom reports
Hi support team, Is there any option to view the reporting tags added to the transactions as a column in the cutom reports? At the moment, we are able to see only the default columns when we try to create a custom report, but will be great to have informationTax inclusive and exclusive for Sales invoices
Hello, where can I set my tax to be inclusive or exclusive for invoices in Zoho Books? There used to be a button for me to do that right above the products table. Can someone help me please? Thank you!Invoice attachment download problem.
Hello, I am using following zoho books documentation to get an invoice attachment using API. https://www.zoho.com/books/api/v3/invoices/#get-an-invoice-attachment Using above documentation method only latest attachment of invoice getting downloaded. ThereSelect a balance sheet account when creating an invoice
Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues. I have to create a transit revenue account and then tranfer to the rightBooks needs progress invoice template
All of the data fields seem to be available in Zoho Books but there is no progress invoice template that would show original project amount, actual amount billed, percentage of project billed, percentage actual expenses have gone over estimated amount,Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add andFunction #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accountingReverse Charge EC Purchase of purchase invoices Germany SKR04
We are currently considering switching our financial accounting to Zoho Books. We still have a problem with the purchase invoices for services and goods from other EU countries. We have set up the supplier with “EU - VAT registered”. In the invoice, weUK payroll entries
Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seemsPeppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggersCreate Payment Api failure { code: 57, message: 'You are not authorized to perform this operation' }
const url = 'https://www.zohoapis.in/books/v3/customerpayments?organization_id=600341085'; const token = '1000.0ecc513369f1788b6ecef06668f7835f.6b59d46c9d35621b0a33fd489f4ce320' const reqdata = await request.json() const repsonse = await fetch(url, {Advanced Search, how to export the result of the search?
I like the functionalities of the Advanced Search. However, how can I export the result of the search to xls or csv? I tried; searched up invoices in a spesific date range, then I clicked on the icon in the to right corner, and selected "export invoices".export only search results to spreadsheet
Really would be SUPER NICE if, after search, users would be able to export _ONLY the search results_!Edit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.Invoice filter issue
Hello Team, I am using following API documentation for getting list of invoices. https://www.zoho.com/books/api/v3/invoices/#list-invoices I have applied filter on multiple fields & its working correctly. But when I pass search_text parameter with combinationINTERCOMPANIES INVOICING
Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoicesZoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesPartial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.Fixed asset management
I want to know if there is any individual module for fixed assets managementNext Page
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Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add andFunction #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accountingZoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices
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Zoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesWhy I can't create branch
Hi, I am new to Zoho, I am trying to use zoho book under free 14 days trial version. However, I can't see any option for me in the setting for me to create branch. Any one can help or have hints how can i create branch to test? Thanks, SunnyHelp required with migration from Sage to Zoho
Hi, I've been tasked with migrating all of our accounting from Sage to Zoho. I've had a look at the guidebook but I'm not sure where to start as I've never done anything like this before and I'm also new to Zoho. I would appreciate if anyone could assistZoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectlyMulti-entity consolidation
Hello, can someone from Zoho explain to me how can I use consolidation report in Zoho Books? For example, I have 2 organizations, and I want to have a function which allows me to view financial report from both of them in one place. Does Zoho Books offer
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[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMSLatest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_WebinarBest practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1[WEBINAR] Discover what's new in Zoho Books (Kenya) this year-end
Greetings Kenya! We are all set to help you prepare for the upcoming fiscal year. In this webinar, we will cover everything from setting up tax filing, e-invoicing, and generating VAT return reports to showcasing our latest feature updates to help you
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