Tally migration
Hi, I am currently using tally and evaluating zoho books since last about 10~15 days, now I have decided to move to zoho books. I would like to know as to how can I import the invoices created in tally to Zoho books. Kindly let me the possibility. Regards, Sachin
"HSN cannot be empty" while creating invoice using API
While Trying to create an Invoice using API in Zoho Books I am facing this error in the response. HSN is an custome field added in items i have included this into my json string but still facing issues. { "customer_id":"519558000001375768", "invoice_number":
What's New in Zoho Books this December '19
Hello, With just a month left to bid farewell to an eventful and productive year, we are back with new updates and integrations for Zoho Books. Let's take a look at what Zoho Books has to offer this month. Zoho Books - Zoho Sign Integration We're excited to announce the Zoho Sign's integration with Zoho Books. It helps the users from your organization to sign invoices and estimates before sending them across to customers. Similarly, your customers can sign the estimates in the Client Portals to accept
Anyone else have WePay settings disappear?
We have been using WePay for a couple years. We just started getting a message that we need to configure WePay and link the bank account. When I log in to WePay I see our payments received and the disbursement to our bank. Before I can link the bank it says to update our company information. All of the company information has disappeared. If WePay is having a problem, I am reluctant to set it all up again. Has anyone else had this problem?
Create Sales orders via api
Hoping someone can help with a "Limit Exceeded: URLFetch URL Length" error message ? Creating a sales order via the api using Javascript which has only one line item works perfectly fine but adding any more line items to the array creates this error ?
Zoho booksの凄い機能(プレビュー版)
年末にZOHO BOOKSの英語コミュニティの投稿からお問い合わせして プレビュー機能を付加してもらいました その機能が凄いのですが 見積書や請求書の作成時に利益率(粗利)が表示できるのです これによって営業さんなどが現地でもきちんと粗利を考慮できるので 余分な廉売しなくてすみます
The Zoho Books and Uber for Business Integration is here!
Hey Everyone! We're excited to announce an integration between Zoho Books and Uber for Business. The integration has been rolled out for our Indian Customer, and we'll open it up for other regions in phases. How does Zoho Books - Uber for Business help your organisation? Many organisations have employees who travel to connect with prospective clients or engage with existing ones. One of the most convenient ways for them to commute is Uber. While Uber rides are a blessing for your travelling employees,
Vendor Preferred method of payment
Some of our vendors prefer to get paid via ACH or Check or Paypal. How are people tracking how a vendor likes to get paid? We are using a custom field right now to track it, but when creating a bill, that information doesn't show up on the create bill page. I've resorted to adding the data to the PDF of the bill (underneath their address). That seems to be ok, but wondering if there is a better alternative.
Item Search Function
Around 30 minutes ago, the search function for "Items" quit working for us. Any search under the Items tab yields zero results. We can still see all items in the items list. Just no ability to search either by exact item name or any description/reference info. Anyone else having this issue? We need this corrected ASAP. Kevin
How to record security deposit from customer
We are a rental company, and we take security deposits from customers in advance and we return back to them after 1 month of the leasing period. In Quickbooks, we do 1.issue an invoice with the item name "security deposit" as a current liabilities 2.as we refund back the money to customer, we use credit memo to refund the money back In zoho books, we cannot issue invoice with items as "current liabilities" , so how could I record the above transactions? thanks
How to track everything right in Zoho Books
I run a computer repair business. I want to use this software effectively and I think I have been using it wrong for a whole year. Here's one example what I want to use it for. **A Customer comes to me for a screen replacement on a laptop. I quote him
How to hande invoices dated of previous fiscal year, but are delivered to my company and their expense occure this fiscal year?
I have some expenses that occure on bank this fiscal year but their invoices dates are of previous year (but received by mail also later this year). How to I handle this on Zoho Book so they appear on my profit loss results of previous fiscal year and not on this year?
Headers and footers for this holiday season
Hello, customers, The holiday season is here and 2020 is just around the corner. Just as we introduced holiday-themed transaction templates last year, we have published new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers. To use the themed headers or footers in your templates: 1. Click the Gear icon and select Templates. 2. Hover over a template and click Edit. 3. Click Header or Footer in the left sidebar.
Default tax added to tasks on reoccurring invoices
Hey guys having an issue where I send out about 100 invoices each month and every task (for us tasks are considered services) is getting taxed and we have to edit all these invoices each month. I find it hard that nobody else is having this issue. I there any way to have it not put the tax on other than making the customer tax exempt which doesn't allow us to add tax on the goods we sell them?
Can I disable the Portal?
In my use case, I provide a one-time service to a client and therefore have no real use for a portal as a client will almost never receive multiple invoices from me. I don't want to send extra emails and confuse the client by requesting that they sign up for the portal. All I need is for the client to be able to click on the invoice and pay it (or part of it). I have the gateways set up through Square. It works well. How do I disable the portal? Or at the very least, keep the clients from getting
Record Owner Drawing/Equity
Hi All, I run an aircraft brokering company and on January 1, 2019 I added a partner and we started with a new fresh set of financial books. Partner A owns 65 percent of the company while Partner B owns 35%. However, on every sale, the net profit of each sales commission is split as follow: 35% to Partner A and 65% to Partner B. No equity was placed by either partner. I now have a few questions: 1) When the commission is received (say $50,000). How can I easily deduct all the expenses incurred for
Zoho Inventory/Books - Custom Fields Delete
Hello We are trying to remove product custom field and get this error " Transactions have been created with the custom field. Hence it cannot be deleted. " We have deleted all sales/purchase orders on books and still egt this. We did not know these custom
While Updating same contact in ZOHO books, it shows email id already exist.
Hi Team, I'm Using ZOHO books, While Updating same contact using this api: https://www.zoho.com/books/api/v3/#Contacts_Update_a_Contact. it shows: { "code": 102027, "message": "The email address you're about to add/update already exists within the contact (Contact or associated contact persons). Make sure that the email address you provide is unique." }
ZAPIER Upload a gmail attachment to an Invoice in Zoho Books
Hi, can you please help me with the Webhook to upload a gmail attachment into a Zoho Books Invoice? I can succesfully connect, but I'm getting the error "Please ensure that the JSONString has less than 100 characters." This is what the code looks like: https://books.zoho.com/api/v3/invoices/XXX/attachment?organization_id=XXX Payload Type form Data JSONString {"can_send_in_mail": True, "attachment":"hydrate|||.eJxN0cmSojAAgOFXmcq5nQJJQLzZEnFhbUHUqSkKEyI0axMQY1e_-zjLYe7_d_o_AclSUsRFKsAcQklCL4A0dZ_WfdyLNgVz4IAXkNe8T2qSxjkFcw1KSEUz5QWwPC1pXCfV7y7p-4Rk1VPypyjGpLtyMP8EVcp5cv1LgawyCCFTEaWXhCL2LP938x-f4E-3cMx3uo235vsllEP5oIa3vbS4cwkxAjcOVOhj61ynd2-pBGLXrtblmpskUJcVbwYnXKbd8lq9iy4_--1eFxtNECwlSq5GhnugSq_thedL5NJyE6sDOjbGSm3Cwk1ot7OknbnP-mC0Fs1NdlttYLqCGDwZK3yU_GWHMl0xzOnh7MZ9iXeaWcql4FjYEzhZKHtY5ess4lrsns37RW6208NpE-me5dryx2AZoeclSsZGlc7GWuRRG5X5YFBa2dxlVn2EE-Futo_jBNnqY0odX-gb6XIv7mOAqPL6hgNWdeVreGambeev6EKs9GM0325YUKNZR6fyGOga5J73aHGI9QWb-EeSVx83ux6pNePDQLmqu1l-QNCZ4VMRHc7RGrX9qveNVg0I6aTaufn7eNZc4ynDBYLYlp-v_q1eYVmH3-w07UnS0e8tZeDr59fXLyu8wc4:1ikbYZ:d8sxAT2yh_GRa1xByXoTvmEcYQ|||hydrate"}
Product for Contract
Hello, we have a Commercial Cleaning business . We offer Cleaning services and also sell Cleaning products. My question is; when we do a sale to a customer it is pretty strait forward in Books, but when we pull products from our inventory for our own projects which I dont charge it, how do I reflect this Item negative in my inventory? Hoping my question is understandable Thank you in advance SAGE
new payment gateway CPA charge
Hi is there a way you could add CPACHARGE to zoho books invoice that would make our life easy and they are very easy to deal with and integrate https://cpacharge.com/ thanks
Transfer from NCH to Zoho books
We are using NCH inventoria as a stock management and its syncing with NCH express invoice for invoices and quotes, payments. And now we need to switch to zoho books, i only exported the clients as csv file and imported into zoho and it worked fine. The
Creation of purchase order for local procurement and imports
Dear Team, I wish to know, is it possible for us to create two categories of purchase order i.e, one for local purchases and another for import procurement's. As i wish to capture few other transaction flows in the import purchase order..
Migration from QuickBooks Enterprise Desktop to ZOHO Books
I am planning to switch to ZOHO Books accounting software from QuickBooks Desktop Enterprise. I would like to know if the migration is feasible from QuickBooks Enterprise 2019 to ZOHO Books. If yes, how it can be accomplished? Also, it would be great
Auto-Numbering
Is it possible to enable auto-numbering in books?
Plans to integrate with PaymentEvolution
Hello I think that we are far away from getting Zoho Payroll for Canada so at this time I am using PaymentEvolution for my Payroll. Do you have any plans to integrate with PaymentEvolution ? Thanks
Invoice Links going to Spam Folder
Hi, The auto-generated "Pay Now" links from ZBooks that link from an invoice / email to the payment portal (Stripe in this instance) are causing all of our emails to go into the spam / junk folder. We send these to our customers and follow up with a phone
Single Customer Invoice from Multiple Sales Order
Hello I know I have seen this topic on here before but couldn't find it! I invoice my Customers monthly from Sales Orders (Subscriptions Module doesn't work for me as you can't create a Subscription from a Sales Order). I now have a Customer who has taken
Automate "Record Peyment"
Is it possible to automate the "Record Payment" action, when a invoice is sent ?
Zoho Books Approval
Hi I am in need of two level approval for every transaction in zoho books.So that if a Accountant has approved the transaction then it should not be modified Is there any way to do it Kindly update
Doc Scanning
Hey Zoho guys, Can you please let me know when to expect a major overhaul of this module ? I've just had the amount of 300.00 GBP debited from my account & feel this is NOT GOOD VALUE - more than the cost of Books. I have to enter a lot of the details
GSTR1 Quarterly Filing
I am not getting options of filing GSTR1 on quarterly basis. As I have chosen the option of Quarterly filing of GSTR1 return on GST Portal. Please let me know the options to do so.
Token and Starling Bank
Hi, Starling Bank is now available via token feeds but it only pulls current balance at connection. No further transactions or changes to balance are reflected in Zoho. This seems to be similar for many UK bank feeds. Anyone have a projected resolution time? Mick
GSTIN from invoice in Custom Template
In some it happens that some invoice have GSTIN and some of Invoice (for same client) may not have GSTIN. But in custom template, It's not possible to print GSTIN from the INVOICE. When I print %CustomerGSTIN%, in every invoice GSTIN getting printed whether
Option to select EMPLOYEE not available in Banking>Add Transaction>Expense
Option to select EMPLOYEE is available in Purchase > Expense but Same option not available in Banking > Add Transaction > Expense See Screen shot for more detail
BRAND WISE SALE REPORT
Please add Brand wise sales report with the profit.
scope for categories in zoho books api
Hello , 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. Best Regards, G.
oauth call resulting in blank response
Hi, The following code in a server-side PHP file is not presenting 'consent' page. $data = array('scope' => "ZohoBooks.fullaccess.all", 'client_id' => $CLIENTID, 'client_secret' => $CLIENT_SECRET, 'state' => "testing", 'response_type' => "code", 'redirect_uri'
Expense vs Bills - GST Filing
Hello there, I'm a Wedding Photographer from India. I'm a GST registered Sole proprietor. I have a situation like, I hire one or two Photographers or videographers to cover an event. At the end of the day I've to pay them for their service. Unfortunately
Nice to have a Button to forward invoice from customer portal to someone else
In our business we deal with realtors and with their clients often. We display the invoice URL for the realtor on their dashboard. Often, they open the URL and are taken to the URL where they can pay. It would be great it there was a button labeled "Email"
Next Page