Bank Statement
Hello How to add bank statement for reconciliation, i had tried to download the format from the zoho book and copied all the data and uploaded but its showing the error that the date format is not not match. but the date format which is given in the option
"Add Transaction" Dialogue on Reconciliation Screen
I find the "Add Transaction" capability on the Zoho Books reconciliation screen to be very useful. However, it would be nice to be able to add a vendor for an expense or a customer for income from that same dialogue box. Thanks for the consideration!
Forté processing error
What does "We are unable to process the request at the moment as, Error occurred while processing transaction at the gateway" mean? Is it a credit denial or a system issue?
App Spotlight: PayU for Zoho Books
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. PayU for Zoho Books Enable instant payment collection, tracking, and reconciliation right from Zoho Books. Send invoices containing the
What's New this May 2021 in Zoho Books
Hello Users, As India is going through the dreadful second wave of the coronavirus pandemic, we hope you and your loved ones are safe. Please take all necessary precautions and stay vigilant during these times. Here are a few enhancements we have made
Equipment Purchase
What is the step by step process for adding purchased equipment, how is depreciation tracked?
Timer is being block by some active URL highlight
I keep getting this URL highlight or something in the bottom left. Its block the timer and makes it unable for me to stop it. I need to give a page refresh so that small url stop showing. this is on OSX using latest Chrome Version 91.0.4472.77 Another
Function-24: Create purchase orders from sales orders at just the click of a button
Welcome back people! Last week, we looked at a custom function that enabled auto-update of multiple fields in a record with the same details. This week, let's look at another custom function which lets you create multiple purchase orders from a single
Allow negative inventory in Zoho Books
We were migrating the entire data from Quickbooks desktop to Zoho books for a client based out off Canada. We want to put openings from 01/01/2014, but since some of the items have negative quantity, Zoho doesn't supports that. We expect if Zoho shall allow us to put negative quantities just to match the inventories from QB desktop to Zoho books. Kindly share thoughts!
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 charged
How to book TDS on my customer invoice and entry on receive TDS certificate from customer?
Hello, Wanted to know how to book TDS amount in Customer's invoice (Currently we're doing by adding payment as TDS). Generate TDS Receivable Report, What amount of TDS customer needs to pay. if customer provide TDS certificate,,How to make entry for TDS
Customize New Invoice input screen?
Hello! Is there a way to customize the New Invoice input screen? There's a field for Order Number, which we do not use (sales order and purchase order modules are turned off in preferences). It's annoying to have to skip over that input field every time...is
Ability to split excess payment between income line items
Hello, As a service business sometimes our customers "round up" their payment as appreciation for work completed. For example, amount invoiced is $190 and customer pays $200. They do not want or expect this excess amount to be applied to a future invoice,
Is there a way to export or copy a Sales order / invoice as a Word or Zoho Writer document?
Hello, In our process, we need to create a Proforma invoice. Zoho Books doesn't have this feature. I built a specific custom layout to display relevant informations. However we are often missing information until late. As such, we can't send the templated
sales report with custom field
I have a custom field set up in Invoices, "Stock#". I would like to show it on my sales reports. How can I edit report formats?
Customizing 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 Advances
Invoice layout issues
Inside Zoho Books when we create an invoice, the invoice layout looks good and fine. But when we download it as PDF, it does not look the same. What needs to be done to fix this?
Reports 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 payment
Bill creation disabled
Even after payment for the standard yearly package for ₹10,500/- the purchase Bill can’t be created as it’s disabled. Please help urgently.
Vendor Credit Not Associated With Returns and Any bills
My Vendor provides me with credit notes which are not associated with any purchase returns or any invoice. It is provided to us due to achievement of monthly targets. But to record it i have no option to it without selecting an item or Bill No. Kindly
Manual Journals With Vendors
Sometimes We Receive monetary Credits from The Vendors not related to any bills. These Credits are used in the vedor ledger reducing our payments due. If i want to pass A journal entry with Vendor Account In it to record such a transaction i dont get
Regarding Billing Address should be less than 100 characters
Hi, While Iam posting the records to sales Order throw API iam facing an issue with address like "{"Please ensure that the billing_address has less than 100 characters." but our Project customer is having the address with 100 + characters . So May i
[HELP] Not auto reflected pricebook rate to items when creating a sales order by api
Hi, When I created a sales order by API with the pricebook_id parameter, the created sales order items were not reflected prices by the price book. The requested URL is like https://books.zoho.com/api/v3/salesorders?organization_id=XXXXX with POST. JSON
Push 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. The
TCS under GST for sellers on Amazon/Flipkart
Dear Team, Please help me with how I can record the TCS deducted by Amazon/Flipkart under the GST Act while accounting for sales in Zoho Books. At present, I am using Govt Free Software Scheme. I added TCS CGST SGST & IGST as a sub-account under TCS Receivable
How to record prepayment on an hourly project
I had a client pre-pay for a job. I have no idea how to record this payment in Zoho Books. This is an hourly project. For hourly projects, in order to record a payment, I think I have to create a project, create a task, log some hours, create an invoice
Attaching a file to an Invoice via the API using PHP
Hi, Do you have any examples of how to attach files to an invoice using the API in PHP? Regards
How to create a package if the items are not in Sales Orders
For a project / maintenance / contract If items are not included in Sales Orders. How is it possible to deliver the items from the store for the project / maintenance / contract. How to track to which Project or Maintenance or Contract the Items are issued
Is there a way to mark invoice as sent upon creating it from custom function?
Hi, I am using a custom function to create my invoice. Is there a way to automatically mark the invoice as sent in that custom function, or do I first need to create the invoice and then have a step afterwards to mark it as sent?
Purchase 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 matte
How to get Zoho Books Invoice Link to a CRM Field
Hello All, With all the integration available between Zoho Books and Zoho CRM, what we want to do does not seem to be possible through the native integration.o Currently, we have information from Woocommerce sync with Zoho Books. This functionality recreates
Expenses
The payment mode in deluge is always shown as "Card", even if a cash account is selected ? Undeposited funds is a cash account & this has been selected whilst entering the expense - are we doing something wrong ?
PO receive
If we receive a bill before PO items are received we leave it as "Draft" until the goods are received. It would be great to have the option to "open" the bill upon receive as a feature. I have tried via automation but cannot get the required PO status,
Newbie - help with VAT return to get in today please
I have just migrated to Zoho and I am having to learn fast to get my VAT return in today. For some reason the total that Zoho is spitting out for total purchases net of VAT is wrong - it is too low. If I actually manually add up all the net purchases
View 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 along
Getting 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,
Correctly importing and allocating expenses
Hi, I'm a sole trader based in Queensland and think I may have been incorrectly managing the account information I've been importing to Zoho Books. I am aiming to establish a single business account and credit card, but for now I am using multiple accounts
How best to add an Item with multiple options that affect price?
I am a photographer and a single printed photo can come in 3 different finishes and each finish can come in 10 different sizes. The Finishes represent a Good, Better, Best model and the price is dependent on the chosen size within each finish. How should
Bug: Estimates created under projects converted into invoices experience issue with items and item header
I am using Zoho Books and I only utilise Estimates, Invoices and at times, Projects feature when we receive big enough projects which require us need to record the expenses and the revenue. I have been experiencing this issue or bug for longest time in
Next Page