Fields not positing "is_linked_with_zohocrm" & "zcrm_product_id"
I'm trying to make an instant sync between books and crm via a deluge script. Issue is that I'm unable to read or write to these fields, I know that I have the correct api field name. Are these fields only available to read if the sync writes them? Posting
Zoho Books/Inventory download docs in Excels formats
I wonder if anyone achieved a way to download PO/SO/Bill/Estimate or Invoice in Excel Template via just click of a button? Is it even possible via Creator or Zoho Sheets or Airtable? We are currently looking into the solution but so far non of the developers
Print bank ledger
Occassionally I want to print out the bank ledger to get a simple overview of transactions and dates, whats the best and easiest way to do that?
zoho books create contact issue using php curl
hello zoho books team, i'm new in zoho books api. when i try to create an contact using zoho books api, i face an error. string(59) "{"code":14,"message":"Invalid value passed for authtoken."}"
Multi-currency option for bank accounts
Hi, I have a number of transactions in multiple currencies in my business which go through my pre-paid debit card. I'd like to add this card as a separate bank account in Zoho and wanted to check if it's possible to add a card that where transactions
Zoho Books Default to U.S.A.
I run credit cards using manual entry to Zoho Books. Every one of my clients are from U.S.A. Is there a way to create this as the default country so I don't have to enter it every time? Thanks!
How do I change PayPal setup to be a cash account?
I use PayPal to receive payments through it in my business, so it is not a credit card for me but more of a cash account. But Zoho is assuming it is and only lets me match transactions as if it were from a credit card. Any tips to solve this? Thank
Depricated auth token scope
Please help. I'm trying to generate an apiauthtoken in the following way: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoBooks/booksapi&EMAIL_ID=********&PASSWORD=******** but keep getting the following error: #
#Sun Jan 10 03:26:11 PST
Missing documentation for "related lists"
This question is related to both Zoho Books and Zoho Inventory. Under settings you can add something called "related lists" to a resource, like items. When I do this I get some sample code of how this is supposed to be implemented: /* This is a sample
Matching two separate deposits to one invoice.
I use Square for the farmers markets we attend. Square deposits all credit card purchases made before 5pm the next day, but any purchases made after 5 pm will not be deposited until the day after. This is causing a problem for me in reconciling my accounts. I create a mass invoice for the day's sales, but when I go to reconcile and match them in my bank account I cannot figure out how to match two separate deposits to the one invoice. Is this not possible? Will I need to go back each time and
ZohoBooks API Bugs for 'Packed' and 'Shipped'
When we enter a new sales order via the ZohoBooks API the new order is listed with a wrong 'Packed' status, the latter should only be set after a sub-sequent order fulfilment process. It is my understanding that your tech support is already working on
GST filed status in case of no payment
HI! Our GST ITC exceeds the outward GST liability as such no payment is made. GST 3B filing status is not available to be marked complete until payment is recorded. GST return has already been filed. But we are not able to mark it as complete in ZOH
How to delete bannk feed download
I am setting up zoho books and set the wrong date to download bank feeds. I now have about 2000 bank transactions I don't need. I don't fancy deleting them individually. is there a way to delete the download and re-download the correct dates?
Zoho Books for Mac App
When you change between different companies the "Timesheets" from the previous selected company show. The only way to show the newly selected company's timesheets is to close app and relaunch it.
Can we pass shipping and billing address directly when creating a Sales Order through APIs?
We are trying to integrate Zoho books APIs with our application. In our application, the user can change the shipping and billing address at the time of ordering, so the user address is not fixed. Can we pass this address information while creating a
Is There a Method to Apply a Credit Note to a Vendor Credit?
ZoHo One > ZoHo Books (with ZoHo Inventory and ZoHo CRM linked and activated) I have a contact who is both a customer and a vendor, they would like to apply a Credit Note to reduce the open Vendor Credit balance they have. Here is the scenario: Contact
Zoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,
Japanese Translations
I assume Zoho Books is using Google translate or another such AI, and has never or infrequently had anyone with Japanese native language ability go over the basic accounting terms and set these in common Japanese. Even English abbreviations are incorrectly translated. For example, in the Journal Entries, in the edit mode Dr is translated as (借方) and Cr is (貸方). These are correct, but when the Journal is published, Dr is displayed as Dr (not 借方). At least we can understand. BUT Cr comes out as (コスタリカ),
Calculate miles for delivery
Hi everybody, We are in need, after migrating from QuickBooks, to find the way to calculate the miles we drive for deliveries to different customers. Every customer has a fixed distance (no multi-location customers, right now). We thought about creating
Sales by Item report
It would be nice if the customer link in the Sales by Item report went to the specific invoices containing the item rather than the general invoice pool for the customer. You can get the information using the advanced search from invoices, but it is not
Customer/ Vendor Statement
Dear Sir/ Madam, The customer/ Vendor statement, when generated through the mobile app cannot be done for the ouutstanding bills/ Invoice. Please can you add this facility?
Zoho Books from Mashreq Account
I had taken a mashreq account after confirming that they will have Zoho books and other features, I a free version of zoho. I tried access the same through Mashreq portal and It says " You are already subscribed to Zoho Account for an alternate product
Get a value from custom field in inventory into an email of Zoho Books
Hello, When I create an invoice (Zoho Books) there is an automated email sent to my customer based on a specific date. This email shall contain a field content which is set up as a custom field in the product itself. How can I get the value from that
Add owners equity without using the bank account
I am starting a new business and have recorded expenses in Zoho For goods and services paid for by me prior to starting the business. I have posted payment of those purchases from the owners equity account. I would like to recognise those payments made
Invoice scanning add-on supporting Dutch language?
Hi, We're considering a further integration of our accounting workflow with Zoho Books. One important requirement would be the ability to scan invoices with OCR to Zoho Books. I've found the Scan2Invoice solution, but unfortunately the developer confirms
Recording Loan
Hello, Been reading up on the zoho books resource material regarding loan entry. We have been asked to create a loan account through the charts of accounts and make an entry through banking module as an transaction > Other deposits. But I do not find other deposits options under money in section. Attached screenshot of my zoho books page as well as the one shown on the resource page. Kindly assist on the same. Thank you
Custom Function Error "code":2,"message":"Invalid value passed for page_width"
Hi, I am getting this error when I execute a custom function in zoho books. I can't seem to find any information on the error message so not sure how to solve. Anyone have an idea what this error could be - "code":2,"message":"Invalid value passed for
What's New this June 2018 in Zoho Books?
Hello Everyone, June is here and we're back with a hoard of new updates to Zoho Books. Read on to know more about them. GDPR and Zoho Books With the GDPR season hitting the town, Zoho Books has also updated its features to help your business stay GDPR compliant. So, you can now: I) Set limits on your users’ access to the sensitive data of your contacts. You can do this by enabling or disabling the option Provide access to Personally Identifiable Information in the Users and Roles section. II) Choose
Chart of accounts
Hi, Is it possible to add new accounts in the chart of accounts? It seems I'm not able to do it. I'd like to add new bank accounts (I've got multiple bank accounts for in my business but only one in Zoho at the moment). Are there any limitations in terms
Wave Import Wizard Multiple Unhelpful Errors
Trying to import my accounts from Wave into ZOHO using the supplied wizard - I have exported everything into Google Sheets, following the instruction letter by letter, but when I try importing the csv's into ZOHO, I get errors where certain items don't
Why is GSTR-2 not loading into Zoho books for Nov 2020?
Why is GSTR-2 not loading into Zoho books for Nov 2020? It usually gets pulled from GST portal.
Set "quantity" on Estimate creation at certain value when Customer custom field value is met
Hi, I am trying to automatically populate the "quantity" field on an Estimate based on a Custom Field of the Customer. Quantity field being on the Item Table of the Estimate. Custom Field: "Contract Client" [Values is Yes / No] I've written the following
Creating a bill returns code 1000 "Internal Error" with API v3
Hi all, I'm creating a script who creates a new bill in the admin panel via API v3 and PHP 7 ( https://www.zoho.eu/books/api/v3/#Bills_Create_a_bill ) This is a testing array I'm sending to the API $data = array( "vendor_id" => ZOHO_VENDOR_ID
Invoicing - Amount in Words
Do we have any option whereby the currency name like Rupees Five Thousands only will come before the Amount in Words. Right now its just Five Thousands.
Swiss number format
In order to be able to use Books properly we'd need to have support for the Swiss number format which is: 123'456.00 It uses an aposthrope to separate thousands and a dot as decimal separator. Is there an option to add an additional number format? If not any chance you'd implement this in the near future? Regards, Dirk
Custom calculation for estimates
Hi there, is there a way to achieve the following calculation in my estimates? D = A x B x C A = is a custom field B = system field for amount C = single price D = total price Thanks, Enrico
How to trigger a Zoho Books workflow when the
How do you trigger a workflow in Zoho Books when the adjustment field is updated? I don't see that field as an option.
How to handle line items with no fixed prices when using Books API
We are trying to generate invoices using Zoho books APIs from our application. When creating an invoice manually in Books portal, we can enter items which are not present in inventory, but when using the API we could not do the same. Also, we have a
How to check if a customer is already added in zoho books using APIs ?
We are trying to integrate zoho books with our application (not integrated with zoho in any way), and create invoice for orders generated in our application. To create an invoice, the customer_id is a mandatory field, so we will have to add our customer
Payment methods & translation labels
Hi there, I got two questions regarding the customer portal. 1. Can I change the labels in the customer portal? The translation is sometimes a bit misleading. 2. Currently I set up a bank account in the back end and I configured Stripe as a payment gateway.
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