Zoho Books not working/loading
Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!ERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Producteway Bill - Import (Good / Material)
As we Importer of goods , for That first we Generate PO then , Payment, then after We create Bill of Entry After Bill of Entry Anywhere (99%) cases material that arrived to port that comes to warehouse / factory for that Eway bill , we have to createMANUAL JOURNAL ENTRIES CANNOT BE PASSED
MANUAL JOURNAL ENTRIES CAN NOT BE PASSED IF IT IS RELATED WITH ACCOUNTS PAYABLE OR ACCOUNTS RECEIVABLE. EVEN THE ENTRIES ARE NOT SAVED.ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE
ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE CAN NOT BE DONE . IF WE REQUIRE TO PASS AN ENTRY FOR ADJUSTMENT BETWEEN 2 PARTIES IT CAN NOT BE DONE. WHILE MAKING ENTRIES VAI MANUAL JOURNAL THE ENTRIES ARE NOT PASSING--- a. ENTRIESLanguage Change
Hi All, my question is very simple I need to change the language on Zoho Books, I can not find a tab to change the language any advise please ?Add new discount fields after Total
I need you to show me where to customize my quote as in the attached example. I tried to create new fields "discount" and place them after the total line but no success.Steuersatz in Books bei Commerce-Aufträgen fehlt
Uns ist aufgefallen, dass der Steuersatz von 19 % nicht ausgegeben wird, wenn ein Auftrag über Handel erfolgt. In der Anlage befinden sich 2 Bildschirme. einmal wenn der Auftrag direkt in Books angelegt wird mit den 19% und einmal wenn der Auftrag überCustom Button to auto populate a custom field in Sales Invoice
Hello, I want help with a deluge for executing a Custom Button in Invoices named 'Status of Invoice', where I would have 4 options to choose from after selecting the Custom Button: a) Del CHallan b) Dispatched c) Delivered d) Undelivered. The logic ofone bank to another bank money transfer entry issue
Hi there, I have 2 diff bank account for my company, When I enter fund transfer entry from one bank transfer to another it will create another enter automatically to nullify above transfer . what would be reasonHow long is Zoho books going to be down?
Zoho Books has been down since yesteday, any idea as to when it will be back on line?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. ForCreate Customer Credit note
My role is Finance Manager, While creating customer credit note, rate column is not editable. My administrator which one to select to get access for this.Adapt Zoho Books for Non-Profit Organization
Hi, We are using Zoho Books for a non-profit organization and we were looking for advice for adapting ZB for our uses. For instance we receive periodically funds from a partner in Europe. How to treat these large amounts since they are not sales. AnyValue in the field does not match with the data type supported by us.
I am trying to import chart of accounts from my Tally masters data. I somehow managed to get my masters data from Tally to be in structure required by zoho books. However, when I am trying to use the xls/csv file and click next to import, it shows errorMigration of Retainer Invoices
Hi all, I'm switching over from Xero where I have a number of retainer invoices that I need to enter into Books. I'm seeing that bulk entry will take care of the actual creation of the invoices, but what my limited accounting knowledge can't grasp isHow do I add a furlough payment from hmrc
Hi Please can someone advise how I record a furlough payment from HMRC in my Zoho books?Getting Zoho book auth token using PHP
Hello, I am working on a PHP script to sync the invoices from our portal to Zoho Book. Can someone please help to get the auth token using PHP ? The script will be running daily cron. A sample code will be more useful. Thanks in advance.Item profitability
Hi, I want to calculate my item profitability. I haven’t tag facilities related to free trial for 1 year. Is there any I can calculate my item profitability?BY PASSING MANUAL JOURNAL ENTRIES , THE EFFECT OF CREDIT NOT REFLECTING
SALARY ADVANCE DEDUCTED FROM EMPLOYEES FROM THEIR MONTHLY SALARY AND NETT SALARY PAID / CREDITED TO THEM . WHILE PASSING ENTRY FOR THE SALARY PAYMENT ,THE AMOUNT DEDUCTED AS ADVANCE FROM THE EMPLOYEES NOT CREDITING TO EMPLOYEES PERSONAL ACCOUNT . WHILEDEBIT/CREDIT BALANCE OF VENDOR NOT REFLECTING IN ACCOUNT RECIEVABLE/PAYABLE
WHILE MAKING ENTRIES FOR OPENING BALANCES IF ANY OF OUR CUSTOMER'S BALANCE IS IN CREDIT IT IS NOT REFLECTING IN ACCOUNTS PAYABLE. WHILE MAKING ENTRIES FOR OPENING BALANCES IF ANY OF OUR VENDOR'S BALANCE IS IN DEBIT IT IS NOT REFLECTING IN ACCOUNTSProblem with getting OAuth Code from API call with Postman
Hello, We are using zohobooks in our .net Web API project. Try to implement OAuth 2.0 with self client registration. We get an error on Get Authorization Code with api call from code part / post : "Invalid Redirect Uri Redirect URI passed does not matchCustomizing Invoice template
Hello, How do I remove the 'subject' and 'description' from the Header of the invoice template. Eway bill no field is not showing up in the insert placeholder list in the customizing own header section. Also, Is there any way I can import my own invoice?BUG : Reccuring invoices not send to customers automatically !
Hello, We are using Zoho One. Concerning the Recurring Invoices, we configurated Zoho Books in the way that the Invoices will be " create, Charge and Send" However, this is not the case. For example : - A recurring was created the 20 05 2021 and chargedCustomizing the Vendor Advance Account
Hi, i was wondering if there is any planned feature to allow for the customization of the Vendor Advance account on Vendor Payments or at least the ability to create an automation. Here is the use case, we use Prepaid Expenses for most Vendor AdvancesReports date range customization disabled!
For Accounts Receivable & Accounts Payable and other Reports we used to be able to select a date range with the drop down calendar, as we had view of calendars for two months. This is still available for Profit Loss reports, but not for many other reports.How to record GST paid using ITC balance (on GST Portal) in Zoho Books
Initially, we paid taxes on the GST portal and record those transactions in GST Filings > GST Payment > Record payments. But in recent month, since the ITC balance piled up we paid GST using those credits. But now I am confused should I record that paymentPush to GSTN (India) not working
Hi all, I am on Zoho books 1 year free plan. I am trying to file GST via Push to GSTN feature. Every time I try it, it asks to enable API access from GST portal. The API is enabled for 30 days access but Zoho Books is never able to access the API. ThePurchase Price Currency Change
Hello Team, We are unable to change the currency of purchase price in items. We import material in Euros and USD and sell in INR. It is impossible to create a PO with the purchase price in INR as it causes a mismatch. Request your help on this matteView Credit Card Expiration Date or date it was added.
When a client adds their credit card with a newer expiration date it is entered as a new CC. There is NO way of knowing which is the updated credit card because all you can see is the last 4 #'s. WHY won't Zoho allow the expiration date to show alongGetting Error -4016
Hello I am trying to create and invoice in zohobooks via api I am getting Error code - 4016 Message - please select an item Code "item_id"= "1156676000001650000","product_type"= "SERVICES","hsn_or_sac"= "998315","name"= "HOSTING", "description"= "500GB,Bills created but cannot bee paid.
I've been using the basic planner offered by Zoho Books and just now realized that im able to create Bills and Recurring Bills but, I'm not able to pay them because that feature is not available. Now that kinda predatory don't you think? I used the systemZoho Books API Sales Order Lisiting
I followed the documentation which require me to generate an auth token with https://accounts.zoho.com/apiauthtoken/create?SCOPE= ZohoBooks.salesorders.READ But I get invalid scope details I tried https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoBooks/booksapiChart of accounts
Hi, Is it possible to add new accounts in the chart of accounts? It seems I'm not able to do it. I'd like to add new bank accounts (I've got multiple bank accounts for in my business but only one in Zoho at the moment). Are there any limitations in termsIssue with Integration between Zoho CRM with Zoho Books
Namaskaram Zoho CRM team, We have integrate Zoho CRM with Zoho Books. So, If we update the Deal/Potential name in Zoho CRM then it should be updated in Zoho books also. But that was not happening. After updating the Deal/Potential Name in Zoho CRM also the Zoho Books showed it's old name. Please refer the following images. Image from Zoho CRM: Image from Zoho Books: Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersBalance Sheet - Report Date Range
As we can select the date range in profit & loss statement the same can't be done in balance sheet. Please add functionality.invoice date
The invoice automatically generated from an estimate needs to dynamically update to today's date when sending to a client... NOT the date the estimate was approved as it functions now. In many cases the date an estimate was approved would be well beyondZoho Books and Tally importation
Hi there, I spend time neatly organising my Zoho books. Now the time as come for my auditor to submit my books and, like most auditors throughout India, he is using Tally. Tally does not handle importing a CSV or excel file the way Zoho exports them.
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Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimatesFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamliningZoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clearFunction #18: Associate invoice templates automatically based on customer language
For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates inZoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
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Request for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:Bill automation in Zoho Books
Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit priceyCustom Fields Not Showing Up in Invoice PDF Template Document Information
I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.Weekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generatedhow to undoreconciled transaction
how to undo reconciled transaction
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[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
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
Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in[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 IMS[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][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February
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