E Way Bill Generation from Zoho Books
If I have Invoice which includes Goods and Services both. For example 4 type of Goods and 1 Service (say Freight). When I generate Eway BIll for the same, it includes service as Quantity. It shouldn't happen. Eway bill is only for movement of Goods. This
API Authcode
How to generate API Auth Code?
delete offset account amount
have entered an amount in the offset balance account when setting up by mistake. i want to delete the amount and make it zero. I am not importing files i am entering values manually. how do i do this
Is it possible to check pricelist's members?
Is there a menu or report to check the customers for each pricelist? for example pricelist 1 consist of customer A,B,C, pricelist 2 consist of customer D,E,F, etc?
How to add job site address to customer contact records and invoices
Hello All, We perform jobs in many states for the same customers who send us to those multiple addresses. We need to include the address, and several other custom fields to the invoices and we need this information to be reportable. We need to be able
E-Invoicing in Saudi Arabia
Which Edition of Zoho Books is compatiable to Phase 1 and Phase 2 of new E-Invoicing system introduced in Saudi Arabia from 04-12-2021 by Saudi Tax Department ?
quote - template
Hi, is it possible to create some quote profiles or templates? (not the design!) We're selling multiple products which 10-20 SKUs per offer. So it would be great to create such templates. Right now we are "cloning" existing quotes. But that is not very
What's New in Zoho Books - November 2021
Hello customers! As we are inching closer to the end of this year, our team at Zoho Books is as thrilled as ever to bring you the latest round of new features and enhancements. From adding reporting tags for credit and debit accounts to revamping the
Automate creating of sales order in Zoho Books
I need to automate the process of creating the sales order in Zoho Books when data is written to a particular collection in Firestore or when a new row is added to Google Sheets. Zapier does not have this feature nor does integrately. Is there some other
create and send sales order automatically when quote is accepted?
How can I create and send sales order automatically when quote is accepted?
Importing Vendor Bank Account info from Zoho CRM to Zoho Books
Hi Team, We have many customers that are also setup as vendors in Zoho CRM. We have started to sync the CRM Vendors module with Zoho books in order to make payments to them using the Forte integration. We already capture the vendor bank account info in
Download invoice attachment using API
Hi, I am trying to download invoice attachments using API. I was able to fetch list of files attached with an invoice following API guide (using `documents` property). But I am unable to generate/fetch any url that downloads the attachment. How to generate
How to get remaining records which we can't fetch through Single API call in Zoho Creator?
I am fetching data from Zoho Books to Zoho Creator using getRecords() but I am able to fetch only 200 records. How can I fetch the remaining records (Suppose I have 300 records, through first call I got 200 records, How to fetch the remaining 100 re
Multiple Outstanding Invoices, 1 Stripe Payment (How?)
Hello! I have a customer with multiple outstanding invoices. They have just added their payment details to their account. I can now open each invoice and have the option to Charge Customer I have looked in other areas and I can't see an easy way to display
Delete purchase order
Hi, Accidentally done action as received. While deleting the purchase order, received an error " Purchase orders that have been partially or fully received, cannot be deleted". Please help how can i delete it. Regards, Hemnath.D
How to find the zoho books template_id for the bills
I was using the create Invoice api in zoho books to create the invoices but I cannot find the template_id for the templates in my portal. Kindly let me know where I can find the template_id for the invoice templates in zoho books dashboard
Reimbursable Expenses
We being freight forwards pay multiple expenses on behalf of customers and charge them on actual. like Port charges, THC, Inspection and some time even Custom duties. How to record these reimbursable expenses, if the same was billed to us through a vendor
Give discount, but still show original price
Hi, Wondering how to have my invoice/estimate show the total item price, then discount, and then amount due. Right now it will only show discount and amount. Example. $300 line item. It shows discount 10% amount $270. I want the customer to also see that the original price was $300, not only the discounted price. Any help greatly appreciated :)
Simple script to update item prices to match latest bill
In case it gets lost in the previous thread, as I could see it had a lot of views ..... If you want a simple function to update the item purchase price to the latest bill received then you can use the following to accomplish this.... Custom function for
Invoice template - Amount in words doesn't include currency
Hello, We need to show the total amount in words for each invoice. When we checked the option "Show amount in words " in the total section of the invoice template, it only shows the amount with no currency. As shown in the screenshot below: The language we use is French and the currency is DZD (dinar algérien). It should show : six cent soixante-deux dinars algériens et soixante-quinze centimes Is it possible to add the currency? Or maybe use a custom function? Thank you, Regards
Is there a way to sync data in Zoho analytics with Zoho Books using the Zoho API?
We've got invoice data in Zoho analytics in a standard table, with invoice numbers, customer numbers, amounts etc, but ideally we want this data in zoho books. Is there a way to use the zoho API to copy this invoice data across into books? page
Opening Balances
Hi there, I am new to Zoho Books and am just learning how to use it. I have a problem around opening balances and reconciliations. I have input the opening balances into my bank accounts manually, however, when I click on confirm, I get the following
Bank reconciliation
I am trying to do a bank reconciliation for the first time, but I cannot get the numbers to balance, even though I have manually checked each entry multiple times. I don't understand what Zoho is doing "behind the scenes". Why is my opening balance
One Project - Many Customers & Suppliers
I run events and need to be able to set up one event and invoice many clients. I will also receive many supplier invoices. Is there a way to create an event (e.g. projects) and apply invoices for different clients and from different suppliers to track
Beginner Issues
Hello everyone I am new to this whole zohobooks thing. I am an accountant trying to deal in accounting work of THREE branches of a CAFE... I am really confused on how to enter daily sales information, monthly expenses etc etc. Anyone can help me with
Pos and Stripe terminal
Now that Stripe Terminal is up and running has anybody managed to integrate terminal to Zoho books so that we can use it as a POS.
SQUARE Payments recorded incorrectly
Dear Zoho Team, I recently integrated Square and I have been struggling to reconcile payments. Often, a transaction from Square into my account is split into different amounts and does not equal the amount that is transferred by Square into my account.
Estimate stock commitment
Hi, I'd like to see a setting that allows you to commit stock on an Estimate. When you have an open Sales Order, it allocates that stock as committed so that you can determine how much of your stock is actually available for sale elsewhere. With an Estimate, it would be nice to have a setting either when creating an estimate, or as a default setting in preferences that you can select that allows you to commit stock. It would be preferrable as a universal option in the preferences unless you implement
How to record Debit and Credit on Zoho Books
This question related to bill payment and payment made How do we manually post journal Entry like debit and credit? Not Manuel journal. is it support journals against accounts payable and accounts receivables ? Cannot do business without that
EC sales list for non-UK accounts
Hi, We're a company based in the Netherlands. We have clients in different countries, but within the EU. This means we have to do intra-community tax reports as well. I don't think Zoho Books offers a standard solution for this. However, in the documentation
Migrating to zoho with some vendors/customers which have negative balance
Hello, im new to zoho, i faced a problem in which i can't import customers/vendors with negative balance, any idea what is the best way to handle that ? as i want only to import the negative balance.
Improved timesheet report layout (for sending with invoice to customer)
Is there anyway we can customize the timesheet report (add company logo for ex.) so that it looks good when we send it to our client with the invoice? Thanks!
Account_id
My problem is that I don´t know the account_id for a bank account. I suppose that is something like "3632010000002301" but I don´r know how to find it. I need it because I have a custom function that create a customer payment, that works well, and I need
Be able to use HTML or any type of font formatting for Terms & Conditions
Ability to use HTML formatting for the Terms and Conditions. Sometimes we would like to make certain details of the terms to be Bold or Change color to make them more prominent. if we use HTML it says invalid value passed.
Agent not returning schedules call
I'm all week trying to get Zoho books to solve an accounts payable issue. Eventually, I had a call scheduled for today and nearly two hours later no reply, no email apology. While I like the product, very disappointed with the backup service.
Total Receivables on Dashboard Incorrect
Hi, The Total Receivables amount showing on my dashboard has not taken account of some payments received and therefore does not match my unpaid invoices. Please advise. Alex
Zoho Entry for Zero Value
Hi, We have an application that is collecting the GST and Commission for the payments. We also offer discounts for the payments. With some discounts, the GST and the Commission amount will be zero. So in that condition do we need to enter the GST and
How to record security deposit
Hi, Could anyone let me know how to record security deposit made to the landlord. Thanks.
Bank feeds won't sync
Hi Zoho Books won't sync with my NAB accounts. I originally set up the accounts back in Feb and was able to sync them then, but since end of February, I have not been able to sync them for some reason. When I click on "SYNC NOW" I get a message: Bank
Importing from WHMCS to Zoho Books
Hi, Has anybody written any code they fancy sharing to import invoices etc. from WHMCS into Zoho Books. Obviously via CSV files as unless I missed it there still isn't an API available for Zoho Books. Thought I'd ask before re-inventing the wheel and
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