Books API [Create Invoice 1038 error]
Hi, I have an issue with creating my invoice, and keep getting this error "message":"JSON is not well formed". What is wrong with my JSON string? '{"notes": "Thanks for your business.", "discount": , "discount_type": "entity_level", "is_inclusive_tax":
How do I allocate a retainer and final invoice payment made in one deposit?
We have recently migrated to Zoho and are transferring all our information. Our company usually issues a retainer invoice, then allocates the payment to the retainer. We then issue the invoice, apply the retainer amount to the final invoice and then allocate
HOW DO I GET IN TOUCH WITH ACTUAL SUPPORT?
Sorry, hate all caps, but we're now 2 weeks into a trouble ticket with ZERO progress, explanation, and the technician assigned to it seems to have evaporated from the face of the earth. The problem is that both the "Transaction Modules" sync and the "Vendors"
Recording payments using APIs
I operate in Japan and we cannot use online payments with the banks here, also there are bank transaction fees, with VAT (consumer tax) deducted, on both the paying and payments received, and these vary. So you can well imagine the time taken to manually
Zoho Books: 2020 in Retrospect
View all the features we made during the last year in our What's New Timeline.
Broken Credit Card Feed (Capital One)
The feed to my bank / credit card company hasn't synced since late December and has an error message that says "feed broken." I have tried (many, many times) to update my credentials, and I have quadruple-checked that they are the login credentials used
How do you key in website as intangible assets? or expense?
Hi, Appreciate if someone can help me on this. Should website cost be an intangible asset or expense in a company and how do you record that? thanks
Bank details - Feeds
The bank is no longer called. A message appears, but nothing happens.
Pagination in Transactions
When viewing transactions in Zoho Books the pagination at the foot of the page covers the final transaction in the list.
Profit & Loss Statement
I am new to Zoho Books. When I run a P&L statement, cost of goods is always shown with a zero balance. In my items, I have set up my COG account. I have about 25 invoices so far, but none have generated COG data for this report. Any ideas what I am
woocommerce integration
Woocommerce is exploding in popularity as a Wordpress based ecommerce system. Several Zoho Books competitors have created Woocommerce integrations. Freshbooks Xero Quickbooks Quickbooks POS It would be awesome if Zoho Books had a similar integration. It appears each of those competitors created and supplied their own integration to Woocommerce. Zoho CRM + Books + Creator and Woocommerce are becoming the center of my business. It would save me a lot of time if they played well together.
Client Margin an Ticket Report
How do I create a Report that can be filtered by dates and shows: Client Q of invoices Total Sales $ Average invoice sale $ Total Profit $ Margin %
Custom function for Zoho Books processes
We need a function wherein if any changes are made to the Invoices, Payments, or Credit notes, respectively of a particular customer, a trigger is given to get the total Invoice/payment/credit note amount. Trigger on: 1. Invoice add or edit 2. Payment
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Zoho Books, Related Lists and Custom Fields in Estimates
I'm using Zoho books and creating Estimates and Invoices. Customers have vehicles that we service. Is it possible to have a related list of vehicles that can be selected when creating the Estimate? Here's what I've done so far: 1. Created a Form in
Invoice Sent via API not including Stripe Payment Link
When we send an invoice from the CRM or Books manually, there is a checkbox towards the bottom under the "Payment Gateway" section of the invoice, with a checkbox for Stripe. Our sales process is to present the customer with an estimate, when they accept
Email alerts for items
Hello, I'd like to ask you is it possible for me to receive a notification when a specific item is ordered by a client. It is important for our company to check carefully some of our items, before we ship them, so it will be nice if you have such a function.
More ZohoBooks API bugs with OAuth2 ?
We are trying to generate the Client ID, Client Secret, Access Token and Refresh token for OAuth2, to make it work for accessing the ZohoBooks API using the new OAuth2, and following the documentation at https://www.zoho.com/books/api/v3/#oauth It always
How to change the Invoice / Bill upload template
With the introduction of TCS on sale of goods in India. I am unable to upload the details of TCS collected in the template format provided for bulk invoice upload. How to edit and configure that. ?
How to change the Invoice / Bill upload template in Zoho
With the introduction of TCS on the sale of goods in India. i am unable to use the current invoice upload temple. Is there a way i can change the template format. How to edit and configure that. ?
Unable to send invoice via API {"code":7008,"message":"There are no contact persons associated with this Invoice."}
This was working fine when i was testing, added some custom fields into my estimate/salesorder/invoice and now am getting this error: {"code":7008,"message":"There are no contact persons associated with this Invoice."} //success do the rest salesorderID
Can Zoho Books cut multiple checks for multiple vendors in a single pass?
I'm a new Zoho One subscriber and am still getting familiar with the system. One of the first things I've noticed is that it doesn't seem possible to run a batch that can cut multiple checks for multiple vendors in a single pass. I have about 75 vendors
GSTR-2B in Zoho Books disabled
Hello Team, GSTR2B is disable. How can i activate it? Screenshot attached for your reference.
How to enter revenue against a project and report it
I am using Time Tracking and projects to track revenue and expenses against specific projects. I've created the project and customized the various templates to include projects as a required field. I've entered and processed invoices as well as expenses.
Exporting custom items
Hi, I'm trying to export a csv file to then upload to my website. It's a file with only 4 Fields. I've made a template with field names to change to ones required by my website. (see screenshot below) I have a search filter - Webshop where I find just
Deleting Petty Cash Transaction
Hi - I have several transactions listed in petty cash that are duplicate credit card transactions and where inadvertently listed in petty cash. I would like to delete these manually entered items however, when I select them then hit the delete button, I receive an error message that says "only unreported, unsubmitted and rejected expenses can be deleted" and I am unable to see how I might reject or otherwise remove these duplicative transactions. Please advise. Thanks
Multi-Select & Match for Banking to be available in Advance Search
The new Advance Search to filter statements data works great! but when this used, the option to Multi-Select & Match is no longer available. Multi-Select & Match is even more powerful if we could filter data using the advance search (for example by Payee),
Increase Reference field to more than 50 Characters
The reference field is now limited to 50 Characters, there are transactions that require more than this, specially Bills / Invoices with several transactions, currently Zoho trims the excess of characters and adds (..) but by doing this the transactions
Handyman Contractor and how to work with TaskRabbit
TaskRabbit is an app whereby the public hires me through the app. The customer pays TaskRabbit. Then, TaskRabbit pays me. Technically my client is TaskRabbit because I receive money from them, correct? Should I set up one client, TaskRabbit, or should
Update Custom Fields in Estimate returns {"code":4,"message":"Invalid value passed for JSONString"}
What am i missing here? This is a custom function inside "automation" tab of Zoho Books, all i am trying to do is update some custom fields that are blank so they have the correct value from the customers profile in CRM if the sales person forgot to enter
Zoho books api - Create item api - returns 404 error
I use this end point to create item. https://books.zoho.com/api/v3/items This is the data sent through JSONString parameter. {"name": "test1228", "description": "xx1", "sku": "test12281", "account_id":"482615000000000388", "purchase_account_id":"450148000000034003",
Zoho Finance no longer syncing customers with Zoho CRM
Since January 8th Zoho Finance isn't able to pull customers from Zoho CRM. I can initiate the sync manually, and it seemingly finishes, but the customers aren't pulled in. And there is no new sync listed in the sync history. Zoho support has been completely
Payment for Multiple Invoices
When I have a client with multiple open invoices it would be great to combine those invoices into one bill or email to allow them to pay all of the invoices at once instead of multiple payments. I do a lot of work for the same clients over and over and
P&L : show tags or projects in colomns
hi, my customer use tags as line of business or department. it would be great to show a p&l with all tags in columns with a total of all columns at the end. thanks
IPeachtree to Zoho Books migration?
Is it possible to migrate data from Peachtree to Zoho Books?
Banking - Transfer To/From Another Account (Multicurrency)
Hi, We have issues with Interaccount Multicurrency Transfers. The amounts shown of both statements very rarely matches because of the rate of exchange is only 6 decimal places and will never be accurate. So we always have to double with an entry showing
paypal fees
How would I add the paypal fees in my accounting software, zoho books? If i put in an invoice and a client pays there is only a record of the paypal fees in paypal itself but I need to record it somehow in my zoho books.... any ideas?
periodic invoice free fields
We use the periodic invoice to settle software maintenance contracts. It would therefore be helpful if there could also be free fields in the periodic invoice, such as "Contract number", "Contract types", "Contract conclusion date", ... We have set up
Storing Payment Info
Any one having problems with this? My company is looking to save a customer's credit card information after they pay an invoice. Subscriptions allows us to do this (see image below). Am I missing anything, or is it possible to replicate this functionality
[WEBINAR] Setting up Books for the New Year with Joshua Bleznick
Hello folks, It's 2021, and the start of a new year is the perfect time to streamline your accounting and set your business up for success. To help you start on the right note, we are hosting a webinar on Setting up Books for the new year, with Zoho
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