#2 CRM/QB to Books Migration: Transaction Limit of 5000 per month?
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #2 I’ve read that books has a limit of 5000 transactions per month. Is this true? If so does it cover all transactions or just Invoices? - Estimates - Sales Orders - Packages - Shipments - Invoices, - Purchase Orders - Receipts - Bills - Payments - Credit Notes, etc... Source: Zoho Books Review By Simone Johnson, business.com writer | Updated May 18, 2020 https://www.business.com/reviews/zoho-accounting-software/ Thanks
Get notifications of recurring invoices BEFORE they are automatically sent to client
is it possible to set Zoho Books so that I get some kind of notification before recurring invoices are auto sent? I need this because I have some clients that get yearly recurring invoices for certain services that don't change. But often times we provide other services a few/several days before the invoice is set to automatically go out— so I would like to include those extra services in that invoice. It is inconvenient (and possibly annoying) for the client to receive two invoices back to back.
Problem updating items
Hi, I'm synchronizing from other platform all the items. When I try to update an existing item calling to https://books.zoho.com/api/v3/items/{{item_id}}?organization_id={{ORGANIZATION_ID}} some of them are giving me the next error: {"code":4,"message":"Invalid value passed for bulk_update"} Can you tell me please where can be the problem? Down is the json of the ones that fail. { "name": "4 unidades rollup 85 x 200 alta calidad .", "rate": "181.64", "description": "", "product_type": "goods"
I need the community advice to use Paypal in Zoho Books: bank account? credit card? Paypal own bank account?
Hi. As there are different ways to track Paypal in Zoho Books, I would like to know which one are you using and is working best for you. I guess my case is similar to most of Paypal users: When I make payments using Paypal, money is taken from a credit card. When I transfer money from Paypal, money goes to a bank account. And when the money is in Paypal, it's not in any bank or credit card. So, should I create Paypal linked to my credit card (1) or to my bank account (2) ? Or should I create Paypal
Quickbooks vs. Zoho Books
Hello Zoho Users, We are considering changing our accounting software, Quickbooks, to Zoho Books. What challenges or unknown hurdles have you had or kept you from implementing? Any insight before we just jump in would be appreciated.
Account Receivable - Customer Credit balance - reclass to liabilities - How?
Hello, Based on IFRS and GAAP rules, for the balance sheet to represent the true view of the company's financial situation, all the customer accounts with credit balances (i.e. prepayments, overpayments) should be moved to liabilities in the balance sheet. Of course, rules are more complex than the above statement but this situation I want to explore. I want my credit customer accounts my vendor accounts to be shown in balance sheet depending on the account balance - or as asset or a liability.
Is there a way to automatically copy comments from Zoho Books to Zoho Analytics?
Hi, Is there a way to sync the comments associated with a customer record with Zoho analytics? I have integrated Books with Analytics and I cannot see a way to pull the notes/comments across for reporting. We have multiple versions of books for different companies in our group and I use analytics to consolidate financial information across all companies. For each company i have created "debtors" dashboards listing customer information such as amount overdue, last payment date, customer contact
What is the value of %StatusStamp% at the moment of sending the Quotation?
Hi, In a previous post, I was asking for %StatusStamp% placeholder in custom layout, which helps me a lot to check if a quotation if still in Draft status or not. Today a colleague noticed a problem. After being approved, and at the moment of sending the Quote to our client, the %StatusStamp% is still as Draft, and it is showed on the Quote... Problem is the %StatusStamp% should not be Draft, but Approved... Is it s known problem ou normal behaviour ? Thanks
Books / CRM contacts sync : what criteria used to avoid duplicates
Hello, We setup sync between CRM Accounts and Books Contacts. What is/are the criteria used to say that this Accounts already exists in Books or not ? From Books sync page, it seems to be only the Display name / Company name. Is it correct ? Regards
Why is Zoho Books horrendously slow?
It basically takes 30 seconds to load the expense page... Every time!
Zoho Books Api - Item - read / update custom fields
I have added two custom fields to Item. I would like to know how to read or update the custom fields through API. Let me know it is possible.
I have a problem
Hi, I need support becausa I added a new suscription of Zoho book but I already have a suscription of Zoho Inventory. And I don´t need pay other subscription. Is possible that you can delete the subscription of Zoho Book, Because my subscription to Zoho Inventory Included Zoho Book. Please confirm that. This is the id of suscription Id. de suscripción RPCW2001747184286 Thanks for your help
Migration from Quickbooks Desktop to Zoho Books
We are a consulting services firm that relies on independent contract labor in the United States. We were forced to upgrade to Quickbooks Desktop 2020 recently, so this is our current version. We would like to convert everything (all historical data) from quickbooks desktop to zoho books and obviously have everything reconcile (6 years of data). We are looking for a zoho partner with experience for migration as well as integration experience with QB and Zoho. Below is a summary of the functionality
What specific Zoho Books entry do i use for the following?
1. Domain name purchase from GoDaddy (While GoDaddy has a GST number and asked me for a GST number, the final bill didn't have any GST taxed on it. Does it mean that I've to pay reverse tax for all the domains I purchased, How do I go about that? Under
Migrate from Zoho books to invoice
We currently use Books and want to migrate to invoice. Is there and easy way?
#3 CRM/QB to Books Migration: How to show Serials on Invoices?
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #3 I've enabled serial number tracking and selected "Track in Packages, Purchase Receives..." option (Books>Settings>Preferences>Items>Choose Tracking). How do I show serials
#1 CRM/QB to Books Migration: Adding Notes from CRM / Books / Inventory
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #1 We currently use notes to tag users on CRM native Sales Orders which works great. In Books / Inventory I can see notes from the CRM which is great but I'm unable to add a note to show in CRM or tag another user on the record. 1.1 Is there any way to add a CRM note from Books or Inventory? 1.2 It looks like I'm unable to tag other users on a Books / Inventory record. Is my test system just configured wrong or is it
How to record account verification amount in Zoho Book
While registering for Uber for business, they take Rs. 2500 as a verification amount which gets refunded back to the account in a week. How do we record this in Zoho Books?
products in deals(crm) to est in books
Hi, Can anyone help here please? Why do I get only the description and total amount of a deal by doing a conversion from deal to estimate. See the deluge code below: respQuote = zoho.crm.getRecordById("Quotes",quotesId); //-- we are getting these details from quotes acctid = ifnull(respQuote.get("CONTACTID"),""); info acctid; invoicedate = ifnull(respQuote.get("Quote Date"),""); duedate = ifnull(respQuote.get("Due Date"),""); sales = ifnull(respQuote.get("Salesperson"),""); products = respQuote.get("product").toJSONList();
Recurring expenses catogerization
Is there a way to categorize same expenses to be added together and categorize as single entry ? For example, daily parking expense, we have to click each daily transaction to categorize it rather than select all feature and categorize it all together
Issues regarding Zoho Books updateRecords and Workflow Rules
1) I'm having trouble using zoho.books.updateRecords( ), it returns null as a response every time. I believe that I'm either messing up the record id or the key-value map, I'm using the customer id as record id and I'm doing the update for the "Customers" module. I'm trying to update a field called "amount" for a particular customer, I have his customer-id 2) Customers Module in Zoho Books has some custom fields with default values set, the customer module is in sync with the Zoho CRM's contacts
ZOHOBOOK yearly subscriptions using Zoho credit
Hallo team, I want to upgrade to my ZohoBook monthly to yearly subscription. I've $100 in my wallet. My total invoice amount $265. I want to pay $100 from my wallet and rest I'll pay using credit card. Please help me on this issue. Regards Safik Sagor
Custom Preview of Sales Orders
Hi, I'm trying to activate payment button in the sales order but unable to get through. please suggest how this can be done? Please refer attachment. Circles the payment column
No BOOKS Estimate Template selection capability from within CRM
Within zoho BOOKS it is possible to create multiple estimate templates, which is good feature because we need them. However, when creating a CRM Potential with BOOKS integrated there seems to be a limitation that is causing workflow issues on our deployment. The BOOKS/CRM integration automatically creates a BOOKS estimate when saving an new Potential....Perfect. The major limitation comes after creation of a BOOKS estimate. From the CRM side it seems users cannot choose, or change, what BOOKS estimate
Books - User Roles and Security
When will Zoho Books include User Roles and Security? Right now, any user added to the system is either and Admin or a General User who can see and edit all. Books needs this so Sales Folks can use Books to Create Estimates and Invoices once the Zoho
Are there any UK users running Zoho Books for Accounting, including submitting Tax returns for HMRC?
I would like to know if there are any UK users successfully using Zoho Books for digital tax returns, and how they handle recording of VAT when Invoices/Sales Orders are written off/voided/cancelled.
Send ahead recuring invoices
I use Books for rent invoices for coworking spaces. Our current system allows to send invoices in advance for recurring invoices. I'm switching invoicing over in Books, and I'd like to be able to do the same. Example : Invoices for August rent are dated 2020-08-01, but are sent 15 days in advance, on 2020/07/15. To be clear, it is not the same thing as sending an invoice 15 days before the due date and giving 15 days to pay it. The invoice has to be recorded on the 1st day of the month.
PAYPAL - ICICI BANK - ZOHO BOOKS
Hi, I am new to ZOHO domain. Status: 1) I have integrated Zoho with my bank account which is ICICI 2) I receive my payment through Paypal/Razor Pay 3) I have not linked Paypal account with Zoho Books. 4) My Paypal account is linked with ICICI Bank 5)
Linking bank transaction to project expense
Hello, Is there a way of adding a bank transaction to an expense within a project? It would save a lot of time if this was possible. Thanks
Zoho Books
I am a one-man-band business owner, but have several streams on income into different businesses. I would like to use Zoho books, how can I set this up for 5 different businesses and their bank accounts? These are small revenues of £5-20k per year, so
Grouping imported .csv rows
I use an industry specific platform to accept orders, process and fullfill the service. Each order includes a varying number of services, which are listed on their own row in .csv export. How do I get Zoho Books to group each list of unique services (including fees) together under a single Order/File Number? Note: The example below is just one order/file, some client invoices have hundreds. How do I turn this: Into this (or something similar):
Need help with Journal Entry for Accounts Receivable
I am new to Zoho Books. I made a mistake entering our Accounts Receivable opening balance, and ideally would like to zero it out. I can edit the opening balance, but I can't zero it out. I'm fine with doing a Journal Entry, and ideally what I'd like to do is credit A/R and debit Opening Balance Adjustments, but I'm getting an error message that "Customer must be chosen for Accounts Receivable account." There is no customer involved here, just correcting an entry I wish I hadn't made! Any suggestions?
Two level sorting in Zoho Books reports
Hi, It seems that the reports in Zoho Books are limited in sorting capabilities. I want to be able to sort by account code and then by date. Is there any way to do this? Additionally, I want my account code to always show up as a column in my reports instead having to add it in every time I run a report - is there any way to fix this / change the default view? Thanks, Bari
Zoho Books Opening Balance
How can I get opening balance of contacts of current financial year? For example: Contact A opening balance on 1st April, 2019 was 100 and an invoice of amount 100 was generated on 1st April, 2019. So total closing balance now will be 200. So here I need opening balance amount 100?
Final approval sends notification to previous approvers instead of the estimate owner
Hi, We set a 3 level approval for our document. When a sale created a nuew document, each of the 3 approver approve the document and the document creator receives a notification his document is approved. But, when the second approver uses FInal approval: - the third approver is skipped - the approved notification is sent to the first approver, not the document creator When the third approver uses the Final approval: - the approved notification is sent to the second approver, not the document creator.
c# full demo app for books available?
Hey there I am new to Zoho APIs but not to integrations. Before I sit down with some raw code I was wonderng if there is any apps available to start from for API coding? Ideally I am going to create a souped up timesheet program with some features I need, like weekly timesheets with daily notes. I do see this on Github https://github.com/zoho/projects-dotnet-wrappers
We need to generate negative amounts - tax reduction in Germany
Due to the sales tax reduction in Germany, which will come into effect tomorrow, we have to make some cancellation calculations in Books and generate negative amounts. Books currently do not allow this (Message: please make sure that the total amount is greater than or equal to zero), neither as a credit note nor as a cancellation invoice. We urgently need support here what to do!!!
Error - Null value occurred while operation division
invoiceID = invoice.get("invoice_id"); invoicedate = invoice.get("date").toDate(); organizationID = organization.get("organization_id"); customerID = invoice.get("customer_id"); invDetails = zoho.books.getRecordsByID("invoices",organizationID,invoiceID).get("invoice"); lineitems = invDetails.get("line_items").toList(); iList = List(); info 'hello'; for each find in lineitems { imap = Map(); itemtotal = find.get("rate").toDecimal(); <collection>.get(<expression>); item_custom_fields = find.get("item_custom_fields").toList();
I want convert expenses into bills is it possiable to make.
I want convert expenses into bills is it possiable to make.please help with this
First Day of Work Week selection - Add every day of the week
It would be very helpful to have every day of the week available as a choice for the start of a work week. In fact, it would be even MORE helpful if we could select a different work week per Customer. For instance, for one client, I invoice weekly: Friday through Thursday (so the first day of that work week, as far as Zoho is concerned, is Friday). For another client, I invoice monthly, and would keep the traditional M-F work week.
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