im facing issue on generate the Estimate price
i couldn't understand what is the issue , i cant generate Estimate price where is the issuecannot be able to add user
Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add nowChanging an existing item to different accounts & inventory-tracked
Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business processKeeping track of project expenses
I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenueWorkflow Rule - Field Updates: Ability to use Placeholders
It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etcNeed a Universal Search Option in Zohobooks
Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful ThanksAccounting of Amazon
I have recently started selling on Amazon.in and I am facing issues with different types of transactions: What entry to do in case of return? If I had sent two products and customer returned both the products but I had received only one and got the claimZoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theMy client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.
Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you pleaseHow do I change the account bank charges are charged to?
I want bank charges charged to my Credit Card Fees account. Is there a way to do this?API to Apply Retainer invoice payment to Invoice
Hi Team, I could not find API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshotDisplay actual mileage on an invoice
My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoiceCustomer 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, theyHow do I link my invoice to an estimate?
There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'.Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books
Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,Need advice for product/item search functionality when adding invoices.
My client uses "Catalog or Vendor" name and Product code to search for his items. But Zoho only allow to search by product name and SKU when adding items to Invoices/Estimates. Clients product codes are not unique as they may overlap from different catalogs/vendors.Function #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount wouldImpossible to import Journal from Freshbooks
I have been trying to import journals from Freshbooks since August 30th. Every time I try to import, I get an error message. I have already made sure every row has a date. First it was saying the account and notes had unexpected input and that every debit/creditZoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?
Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). ImpactedPrice List
II want to restrict the items to display in sales, quote, etc for which custom rates are added in price list. How I can do the same in Zoho booksConstant refresh required in lots of Zoho tabs
"Hey Zoho, if you can sync my notification bell across 15 tabs using a BroadcastChannel, why can't you send a 'Data Refresh' signal the same way? We don't need a browser reload—we just need the data to sync without us clicking F5 like it's 1999." "PS:Payment system for donations management
I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?Recording the deducted TDS on advance received from Customer (Zoho Books India)
Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deductedChanging Account Type in Chart of Accounts
Does anyone know how to change/edit the account type for an Account name in Chart of Accounts. Zoho will not let me do this for some reasonBulk bank rule creatioin
Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?Zoho books aide
Bonjour, je rencontre un problème avec Zoho Books. J’ai effectué une demande de support via l’interface prévue à cet effet, mais je n’ai jamais de retour. Je ne reçois ni email de confirmation, ni information concernant la prise en charge de ma demande,inability to use different primary address on invoice per location
my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.
Currently, when i create transactions in Zoho Books (Expenses, Invoices, Bills), we can only map them at the project level. However, our requirement is to: Map records at both project and task levels Sync these transactions back to Zoho Projects underUnable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createOne Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andZoho Books Payroll
How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,Reply to Email for SO/PO
Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ emailZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aI need to Record Vatable amount and non vatable amount separately in zoho books in a single line
I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatableScanned Doc - selecting Item overwrites Rate
I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and itConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsDealing With One-Time Customers on Zoho Books
Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but INot able to import transactions from Razorpay
Hi, tried implementing Razorpay integration with books,also added a webhook, but while this added a razorpay clearing account it does not have any data in it. Neither is it getting updated with new transactions happening on Razorpay. This problem is compoundedZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Next Page
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Zoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theFunction #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount wouldZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
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Massive Zoho Books failure
We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,Reply to Email for SO/PO
Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ emailZoho books aide
Bonjour, je rencontre un problème avec Zoho Books. J’ai effectué une demande de support via l’interface prévue à cet effet, mais je n’ai jamais de retour. Je ne reçois ni email de confirmation, ni information concernant la prise en charge de ma demande,Zoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theError: Invalid Element tax_override_preference
In both Books and Inventory, we're getting the following error whenever we try to enter any Bill: I think this is a bug. Even cloning an old bill (that obviously was entered just fine), this error occurs.
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Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho[WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration
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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][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
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