Guide on how to hide data based on values in HTML templates.
I am amazed that I discovered this after couple of hours of trial and error. Not sure why, but it works. *[data-hide=" "] { display:none; } *[data-hide="\A0"] { display:none; } <div data-hide="%ItemDescription%" > %ItemDescription% </div> IfReport Sales by Customer Location
Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number - Order Date - Customer Name - Customer Ship State Thank you, AllisonEmployee Loan & Deductions
Hello, How can we enter employee loan to ZB ? and if employee partially pays how can we enter these transactions?How to fetch data from zoho books into mysql workbench directly not manually?
I'm stuck with this problem of fetching data rom books to mysql workbench. I've gone across couple of tools but its not working . Please anyone has got any idea please share. ThanksBank reconciliation with Accounting currency with Foreign Currency bank accounts
We are unable to perform Bank reconciliation for Foreign Currency bank accounts and tie-up with General Ledger account, which will be in Accounting currency.What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID?
What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID? "vendors" is incorrect. zoho.books.getRecordsByID("vendors", books_organization_ID, vendor_id, "books_full_access");Automatically charge tax on shipping
When we do a quote we charge tax on the subtotal cost, but when I put in shipping I have to manually select a tax amount. How do I have it automatically apply tax to the shipping as well? I have provided a screenshot that shows I have to manually do this.How to find (total) profits per item in Zoho inventory or Zoho Books
Hi, I would like to find out how to generate a report that has Item/ Cost Price/Sales Price (total)/Profit (total)/Margin The current sales reports has the total qty sold and the sales price but does not show the profits. Can i check how to do it? SimilarHow to create a not payed yet transaction for a vendor
I want to create a transaction for a vendor, similarly as I do it for customers, but I can't do it. Basically, I receive an invoice from a vendor, I want to register it as not paid, being able to mark them then as approved, and when the due date arrives,Item Search
Hi there, any plans to enhance the item search function, to include searching also the item description, when doing estimates and invoices? Thanks!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.Displaying Notes/Description Columns in "All Expense" showing Tabs
It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.Splitting Transactions in Zoho Books
I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature. I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem toRecording overpayment?
So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regardsWhile retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", This is not editable.
Hi Zoho & Readers, While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", which is reduced from the Sales to arrive at the gross profit. The issue I face here is that Service Oriented Companies don't incur any COGS, hencecustomer satisfaction records
Dear Zoho Team, Is it possible to get "customer satisfaction records" from all customers that we invoice through your portal. This query is raised with the view to satisfy ISO 9001 standards requirements. Kindly advise. Regards AnilTurn off Inventory/Inventory while creating Sales invoice
I am using Zoho Books only for accouting and have a seperate billing software which contains the data of Inventory quantities, so I want to account only vendor/ customer which creating sales/ Purchase invoice without the items, is it possible to createZoho items price not fetch in shopify store
why not fetching pricing with shopify storeImporting old Invoices into Zoho Books - Hitting the limit
I'm currently working on importing historic invoices and payments made records from one Zoho Books premium instance into another however i'm hitting the 25,000 per year limit issue, these invoices go all the way back to 2019, and i understand that generatingVAT return period question plus pre-registration expenses
Hello! I'm new to Zoho and I am trying to generate a VAT return that covers the period 11 November 2021 (my VAT registration date) to 28 February 2022. I know I'm slightly late with this but I'm struggling, because Zoho wants to produce a return onlyZoho Book not Connecting to Bank
Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting softwareRecurring Automated Reminders
Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder featureClient scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having functionAny way to download or export all attachments regarding a Vendor? (including payments)
Hi, I upload all documents to Zoho Books, especially regarding vendors, including their "official" invoice (the vendors send their official ones to us) and our payment slips (proof of payment to them). I need to be able to export all these files everyRevert to Default Email Templates
Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add the button back in, please? Thanks. RachaelCan't remove PayPal as a payment option
I'm on the free version of Zoho Books and enabled Stripe and Braintree for CC transactions, Stripe for ACH transactions, and PayPal. I created a payment link and tested it by clicking into it, but I noticed that the only option that appeared in the linkTax Payable with Etsy Sales Tax
I sell on Etsy and have it connected to my Zoho Books. When it brings over a sales order it show Etsy Tax as 0% but has an amount in there. i can;t change this and all taxes are paid by Etsy but in Zoho Books it lists it as Taxes needing to be paid. HowFunction 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are takingDemande d'informations sur l'API Zoho Books pour partager un appareil
Bonjour, Je souhaite savoir s’il existe un endpoint API permettant de générer ou récupérer un lien de partage public pour un devis (Estimate) dans Zoho Books. J’ai tenté d’utiliser la requête suivante : POST https://books.zoho.com/api/v3/estimates/{estimate_id}/share?organization_id={organization_id}How do I group billable expenses onto one line item of an invoice?
I have multiple expenses that are billable. When I create an invoice, I can add those billable expenses to the invoice. However, doing so results in each individual expense having its own line item on the invoice. Instead, I want all the billable expensesInventory valuation
Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item isLinking Purchase Orders to Task budgets
Hi, We are a construction company within the mining industry. Our projects usually have fixed budgets (Cost budgets per task). Is it possible to link Purchase Orders to task budgets? I know you can link the Purchase order to a project, but this is notImport of Bank Statement DO NOT work - Date Mapping issue - Basic Feature Issue Becoming Serious Pain
Hello, Yes, This is True. Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in properZOHO NEEDS TO CREATE AN OPTION TO PASS CREDIT NOTE AGAINST SALES RECEIPT
Zoho needs to find a way to pass credit note on sales receiptS. Creating a dummy invoice is causing major issues in tallying our sales figures and compliance with tax authorities.My system is tied to tax agencies and trying these options causes majorINTERGRATION OF ZOHO BOOKS PREMIUM PLAN AND ZOHO INVENTORY STANDARD PLAN
Hello. I was using Zoho Books premium plan with 3 branches and has been working well until I purchased Zoho Inventory Standard plan. Now my 3rd branch location has been deactivate din Zoho Premium. how can I solve this please since I use all the locationshow to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order numberZoho 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 stateHow do I categorize my Sales Tax payments on bank statements
I have uploaded my bank statement and I am trying to manually categorize my sales tax payments and I am not able to use a liability account - using the standard account for Sales Tax / Tax Payable. What am I doing wrong?Understanding "Deposit from Other Accounts" vs. "Sales Without Invoices"
Hello, Zoho team! I am a new Zoho Books user trying to correctly input some historical financial data. I'm hoping you can help me understand best practices for when to use "Deposit from Other Accounts" vs. "Sales Without Invoices." I'm an author who receivesNext Page
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Custom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you canFunction #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 specificHeads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)
Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currencyFunction #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,Introducing Sub-Accounts in Zoho Books!
Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other
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Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update pricesSearch in module lists has detiorated
Every module has a problem with the search function :-/How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Reverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
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[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/9f1Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100Master the art of budgeting with Zoho Books | Free Webinar | 4th & 5th March 2024
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
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