Opening Balance Shows $0 when Reconciling
Hi there - I'm new to Zoho Books and am in the process of doing my first reconciliation. I have set it up to reconcile a month of transactions within a Bank Account and have double checked each individual transaction is correct. Everything adds up, but Zoho Books is telling me that there is a difference in amounts -- and it's exactly the amount of the Opening Balance. Looking closer, I notice the reconciliation page is listing the Opening Balance for this Bank Account as $0 which is not what I have
Zoho Books - remove recipient email address on an Invoice
When creating an invoice in Zoho Books, a recipient email address continues to show up even though that user has been deactivated and removed from my customer's account. The email address/user name is no longer active anywhere in Zoho (Projects, CRM,
Migration from QuickBooks to Zoho books
Has anyone done the migration from QuickBooks to Zoho Books? What is the level of effort/complexity involved? I am using pro version of Quickbooks that provides classes (allows me to see profit & loss by business lines). What are the key things that we should keep in mind when migrating? Also, is there any recommended partners, who can help with this migration?
Automate Adding Customers from a Form.
Hello, Regarding Zoho Books > Sales > Customers > Add New Customer Form. Is there a current way to automate the data entry option of this form by allowing external forms to populate this screen? Example: I would like to create a form either zoho forms, third party form or web form to collect all the information required for a new customer. I then want that form to automatically populate the informaiton as a new customer in Zoho books > Customers field. (To save my self data entry retyping all the
API ZOHO BOOK
Hi good day. I am having problems with the api when I want to create an item in Zoho Book, please help. I get as an answer I send the code development I need help, I'm in trouble
Problem calling Writer from Books to merge and download
Hi, I'm building a function in Books which calls Writer to merge data into a document. I found zoho.writer.mergeAndDownload(<document_id>, <output_format>, <values_map>, <connection>) which is recognized in Books custom function editor. https://www.zoho.com/deluge/help/writer/merge-and-download.html
You have crossed the maximum number of contact persons that can be added.
Uh oh. CRM / Books Sync reports:"You have crossed the maximum number of contact persons that can be added." I need my CRM Accounts and Contacts to be available in Books. I'd like to just set and forget the sync, but apparently I have too many contacts
Item enhancements
Option to allow duplicate item names. Option for auto fill of SKU with auto increment. Unit calculations against prices. Discount rates for quantities.
Zoho Books MUST be able to search transactions by Payee!!!
Thanks to Zoho's LACK of ability to search by Payee, I missed fraudulent charges. This is a VERY VERY basic feature. Why can't a user search transactions by payee? Thanks!
scope for categories in zoho books api
I 've managed to get categories from zoho books (inventory enabled) with this GET Method https://books.zoho.com/api/v3/categories?organization_id={} I use the full access scope and everything works fine. But what is the specific scope for this request? ZohoBooks.categories.READ does not work.
Bulk Update Feature Missing
Hi, There is no Bulk update option in my books under accountant head or anywhere else ? How can i activate this feature ??
Unique ID for Each Line Item (Revenue Head)
Hi Everyone, Does zoho allow us to create a custom field which can be assigned an auto generated number with mandatory option to each line item (Revenue Account) while Booking an invoice ?? The idea is we are offering almost 100 of different types of services & in invoice usually there is 4 to 6 different revenue heads for different services. If we can assign a unique id to each revenue head while booking the cost. The later on while booking the cost, which we normally do by importing bills which
Add New Tag While Categorizing Imported Transaction
It would be great to add new tags whiile categorzing imported transactions. It would also be great if there were more bulk options than "exclude" while categorizing imported transactions.
Custom Estimate/Invoice
I'm looking at switching from Quickbooks and one of my deciding factors will be if I can make my own Estimate and Invoice templates by mapping Zoho fields. I haven't been able to find that option so I though I'd stop by here and ask if it's possible.
Business expenses on personal card
The business owner (single-member LLC) lost their business credit card and is putting business expenses on their personal credit card until the replacement business card arrives. The personal credit card is not linked with Zoho Books. How do we account
Payment Terms in Books
Hello all, since few days we have realized that the payment terms on our SO´s and PO´s are not accurate anymore. While we create invoices the systems doesn´t use the payment terms from the master file data (Vendor / Customer), instead it takes the default
Zoho Books in 2019: The Year That Was
Hello everyone, It has been a busy year here for all of us here at Zoho Books. We've launched new editions, rolled out our new logo, released 250+ features and enhancements to the product, and we're still working on more for the coming year. Our Android and iOS apps have also had multiple enhancements to ensure that we've got you covered while you're on the go! As we bid adieu to 2019, we would like to reflect on everything our team has done this year. We've compiled a bunch of our key updates in
Sales order placeholder displays only english format despite german settings
Hi, When using the %SO_Adjustment% placeholder in a Sales Order custom layout. the figure is displayed in english format, were other placeholders are displayed using the country format (here german) In this example : subtotal, total, shipping charges are displaying the german number format (comma for decimal). But Adjustment is displaying a period and 3 decimal. See screenshot. Please correct or tell my which placeholder is to be used to have the correct display. Thanks
Zoho Books API Limit is Low
Hi Team, I have a custom function that searches for all payments of customers and computes the average days to pay and maps that information to our CRM. That function uses anywhere from 50 to 80 API calls in a single instance. I believe you have a 5,000 API call limit and I think that it is very low compared to CRM. Is it possible to increase our API calls to 10,000? Also, the API report only shows API usage for today. It doesn't show API usage history. Is there any chance to see our API usage history?
Best way to start with a blank data set?
I am planning to migrate from QB to Books in January..beginning of fiscal year. I will probably simply start by setting Account Balances and not bother to import prior years. Because I have been playing around with Books, I'd like to do the migration into a blank Books data set. Is there a way to summarily reset all Books data to a pristine state? Ken
No Header & Footer custom layout for Payment receipt
Hello, I'm using custom layout for all documents possible. Using also Header and Footer. But I can't get the header and footer area in the custom layout ? where are they ?
Can't use openurl in Zoho Books
We've tried to open a page using openurl in custom functions. It is not available now. It is nice feature to have openurl in Zoho Books custom functions. Crafted with ❤️ Zoho Gurus | Zoho Books Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs
Issue with Integration between Zoho CRM with Zoho Books
Namaskaram Zoho CRM team, We have integrate Zoho CRM with Zoho Books. So, If we update the Deal/Potential name in Zoho CRM then it should be updated in Zoho books also. But that was not happening. After updating the Deal/Potential Name in Zoho CRM also the Zoho Books showed it's old name. Please refer the following images. Image from Zoho CRM: Image from Zoho Books: Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
UI issue in Zoho Books - Disabled field shows an option to select
Namaskaram Zoho Books team, While editing a custom field of 'Estimate' module, 'Data Type' field seem to be disabled. But when we do mouse hover on this, it shows 'Clear Selection' in tool tip of the field. But it doesn't allow to clear that field. If
Inactive items
Could we please have an option under item preferences to NOT show inactive items ... ☑ Do Not Show inactive items in item lists We have a LOT of inactive items & it's quite distracting ! I know we can select "Active Items" but when we search "All items" becomes the choice ;-/ Alternatively, do not remove the filter & revert to "All items" when searching
Terms and Condition displayed on one line in Credit Memo
Hi, I'm building a custom templates for Credit Memo, from invoice custom templates. Also I created an Credit Note from an Invoice. I notice that - the placeholder %TermsAndCondition% (invoice) displays a multiline text correctly in the invoice PDF - the
Can I set "Opening Balances" a few at a time or must they all be set at the same time?
Can I set "Opening Balances" a few at a time or must they all be set at the same time? For example: can I enter starting balances for just my credit cards and then LATER enter a starting balance for other accounts (such as checking accounts) OR does the
GSTR1 Data Push not as per Books
Now a days, whenever I try to push data with Books for GST1, it always misses some documents push. For this month, I pushed the GSTR1 for Jan2020, I had 3 credit notes for that month but Zoho only pushed 1 and in the summary in books also shows only 1 credit note for the month. Also, a unique problem I face is due to my company being in a UT, for a intra-state bill or invoice it pushes CGST value correctly but for some reason does not push UTGST value. My guess is that Books is configured for SGST
generate contract from zoho books
For an entertainment service company Is it possible to create a contract filled with the details from a Zoho books invoice? I need to add the following data in a document Date of the event time of the event eg from 1:00 pm to 5 pm the total cost of the
GST treatment for special cases
Hi, Post-GST, Zoho has added a field GST treatment for Zoho Expenses and Bills. I would like to know what should be the GST treatment for the following expenses: 1) Fuel Expenses such as Petrol/Diesel etc. 2) Employee Salaries and Wages 3) Petty cash purchases from unregistered dealers up to INR 5000/day for which we are not supposed to upload invoices under RCM as per govt regulations. The Various relevant heads which might be relevant here are: 1) Unregistered Business 2) Non-GST supply 3) Out
PayPal "Bank" account does not appear on the Balance Sheet
I have an active PayPal bank account in Books, which is linked to my PayPal Pro Business account. The PayPal account in Books has a positive balance. The PayPal "Bank" account does not appear on the Balance Sheet. How do I get it there? Ken
Adding multiple shipping and billing addresses for contacts programmatically.
Hi there! I want to add more than one address (for both shipping and billing) for each customer but I'm not able to do so, the only available thing is to add the default address and I searched this API documentation https://www.zoho.com/inventory/api/v1/#Contacts_Create_a_Contact
Why is the default Accounts Receivable not classified as an Asset
Why is the default Accounts Receivable not classified as an Asset? Is there a way to override this?
Trigger Custom Functions before automated sending of Recurring Invoices
Hello, we want to automate the accounting in our business. Therefore we want to use Recurring Invoices that should be created and send automatically. In addition there is a need to show the accounting period for the specific invoice, which is calculated by a custom function. This function works fine as long as we don't let zoho books send those invoices automatically. If we try to, the e-mail will be send without triggering the custom function, even though it's terminated to be executed when the
Addition of Bank of Baroda to auto sync
it's been over a year since we have requested to add bank of baroda. All bank of baroda accounts (Current) are termed as corporate account. The link provided only allows to add retail account. every day we have to download pdf and upload it..kindly add
Delivery note to a vendor
Hi, We have to send goods to a vendor as we require on of its service. As part of the process, this vendor requires a delivery note / Packing slip with the goods we are sending. This is part of their quality process. As we are building a purchase order, we don't see a way to create a packing slip. How can we achieve this to fill our vendor request ? A great improvement would be to have the Packaging feature found in Sales, also in Purchases. Or have it independent :) Thanks
Subcontracting?
I know how to enter bills from subcontractors/vendors, but is there a way to apply that expense toward a project in the time tracking module? I also know that you can enter a vendor expense against a project, but a couple of my vendors send me invoices that I want to be able to track as payables and presently, if I do that, I can't associated that expense with a project. I wouldn't think it would be too difficult to add that option.
Barclays Bank Feeds Issues Continue
We and a number of our clients are having issues with the Barclays Token bank feeds again. The transactions have not been donwloaded for nearly a week now. I raised this with support who eventually say they are looking into the issue, but then receive no updates. Can anyone tell me what is happening, when the matter will be resolved and what is causing the issue? The transition to the new bank feeds on the whole has been dealt with very poorly and they are really unreliable. Even when they do work
Payment Terms is non-functional, why? or Maybe it is the Purchase Order Templates?
OK, so I have become accustomed to working around little problems but this one is irritating. Your Purchase Order data model needs to add Payment Terms. When entering Purchase Orders the Payment Terms should be visible and editable: You have designed
Activity log-zoho books
As an admin I require n request; That I am able to switch off activity log for one or all users of my choice. (Similar to switching off audit trail in tally from security control.) I think it's a non negotiable feature that's required in zoho books...almost for all present n future clients.
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