Bulk updating tags
My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts
Record positive and negative bank transactions in the same expense account
Hello, I hosted a promotional event and paid a vendor $600 for food catering (bento boxes). Twenty people attended the event, and each person paid $30 for a bento box, resulting in 20 separate $30 transactions deposited into the bank. I coded the $600
Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API
Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customer
Setting to turn off Paying for all invoices in customer portal
We enable our invoices to be paid via authorize.net. When a customer gets an email of an invoice and clicks on the link to view/pay for it, if he/she has other outstanding invoices that were enabled for online payments, there will be a banner that says
Reporting tags associated to Project in Zoho books?
Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects
Reporting Tags in Profit and Loss Reports Analysis
Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,
Placeholders for Multi-Level Discount
I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. With
Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App
Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
URGENT: Stalled DC Migration >72 Hours - Records Locked [Ticket #: 167813877
The DC migration was started on 1st October at 6 pm and we were informed migration period as 48 hours but even after more than 72 hours, the migration seems still in progress. We sent two emails to check the status but no responses. We need the migration
Cash Recipt
You can not receive cash more than 10000 from one party in a day and two lakh in a year. In statement you can't differentiate cash or bank receipt. zoho does not support this
Concern Regarding Stock Validation in Inventory Management
Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or
Cash Flow Statement : Direct Method
I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.
In ZOHO Books, it appears that there is a maximum of 200 Shipping addresses.
I am using ZOHO Books and what you call a shipping address, we use as a Service address. I have a couple of customers that have Many Many service addresses, I am starting to get an error saying too many shipping addresses. Additionally, is there a way
How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have
Record Payment - Auto Populate Amount as payments are selected
When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top
SubTotaks for Item Headers in Estimates
Hi, Apparently, one can add Item Headers in Estimates in Zoho Books. Is this feature like an Estimate section with a SubTotals for each Item Header/Section? Or is the Item Header just a Title and cannot be SubTotalized? Thank You
Print checks for owner's draw
Hi. Can I use Zoho check printing for draws to Owner's Equity? This may be a specific case of the missing Pay expenses via Check feature. If it's not available, are there plans to add this feature?
Project Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
Support Recording Payments in a Different Currency Than the Invoice Currency
We would like to request the implementation of a feature that allows users to record customer payments in a currency different from the currency of the original invoice. Current Limitation in Zoho Books Currently, if an invoice is issued in USD, Zoho
Incorrect Currency Shown
On Bills, each line shows the rate in the wrong currency (home currency).
Bank Transactions page shows too few transactions due to large header area
In the Banking → Uncategorized Transactions screen, a lot of vertical space is being used by the account header, balance details, tabs, buttons, etc. Because of this, on a normal desktop screen I can see only around 2 transactions at a time, even though
Migration from QuickBooks to Zoho Books for the U.S. Company
Is there any automation tool available to migrate data from QuickBooks to Zoho Books for a U.S.-based company? If yes, could you please provide the details?
Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México
Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del
API - Bank Accounts | Reconciliation Discrepancy
Unless I'm reading it wrong, the documentation for the Bank Reconciliations API is inconsistent with itself. https://www.zoho.com/books/api/v3/bank-accounts/#create-a-bank-reconciliation The text definition says that the transaction_id should be a string,
Payroll Options
Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor. please help. Thanks. I didn't find the right solution from the internet. References: https://zohofinance.uservoice.com/forums/283818-zoho-books
Linking Multi-UOM Barcodes to Products in Zoho Books
Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
Function #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,
How to record refund of expenses in zoho books
Hi, i bought a air ticket and recorded the expense in money out. The ticket was cancelled and the fare (after deducting cancellation charges) was credited back to my bank account directly. How can i record the the above transaction?
System-wide keyboard navigation problem with searchable dropdown fields
System-wide keyboard navigation problem with searchable dropdown fields Zoho Books needs better keyboard support when completing forms. This is not limited to one screen or one specific workflow; it appears to be consistent behavior throughout the application.
Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient
The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,
Zoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
NOT SYNCING ORGANIZATIONS-ZOHO BOOKS AND ZOHO INVENTORY
I purchased the zoho books before and again i purchased zoho inventory after 2 day while syncing the orzaniazation i deleted the trial account of inventory and started the new organization on same user. The problem is that the new inventory organization
Error with bank feed activaiton (Global edition)
Hi there, We've started using Zoho Books in NZ and have been struggling to activate bank feed from BNZ. Althouhg following the instruction to active bank feed, an error message appears every time as attached. Plase advise how to resolve this matter. Thank
Transaction rules for "Owner's Contribution" ?
I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from
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.
Request to update VAT registration date for Brikz And Bolt Technical Services L.L.C S.O.C
Dear Zoho Books Support Team, I am writing to request assistance with updating the VAT registration date to 01 June 2026 in our Zoho Books account (Organization: Brikz And Bolt Technical Services L.L.C S.O.C, TRN: 105420963800003). Currently, the system
How to create estimates/Invoices with sub-totals
Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?
Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function
I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify
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