Propuesta: monitoreo automático de CFDI ante el SAT en Zoho Books México
Problema actual Zoho Books México ya cuenta con integración con el SAT y un Administrador XML que permite recuperar CFDI de proveedores, pagos y créditos directamente desde el Portal del SAT. Esto representa un gran avance para reducir la captura manual
Generating final accounts: How to include a financial year no held in Zoho Books.
I am generating a final account for the 2025-26 period but they need to be submitted with the figures for the previous period of 2024-25. Zoho does not hold these figures as I migrated to the service from QuickBooks on the 01/05/2025. I have the figures
PAN - Aadhar Link Status
Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?
ICICI Bank integration bulk payments to multiple vendors
Hi Team, I would like to know why ICICI Bank integration doesn't allow bulk payments to multiple vendors. Other banks such as HSBC, Yes Bank and Axis Bank allows zoho integration to make payments to multiple vendors at a time
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
add pdf bills
as zoho scan is to high cost,and claude and others as costing low , why u are not costing less than apps
Recurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10
Zoho Books - Feature Request - Improve Online Payment Badges
Hi Finanace Suite Team, I use Stripe to facilitate online payments and I often have customers who don't notice the online payment option on the invoice. The below example shows how a stripe payment link appears on the invoice. In this example you can
Error code 1000
Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,
print preview
We are using microsoft edge, till 12 sep we were getting directly print option. Now we are getting this preview option we have to click print option again. How to bypass this-preview option?
Manual categorisation of bank transactions
Good Day I am hoping someone here can assist me. I have a lot of catching up to do with some bank transactions. I imported all my bank statements manually. Where possible i created a rule to have the transactions auto categorised. However there are some
Request: allow "remove from watchlist" even if project is marked Completed or Inactive
Currently in order to remove a Completed Project from my Dashboard watchlist, I first have to make it Active (and provide a reason, which is fewer than 50 characters, an unreasonable limitation). Then remove it from the Dashboard Watchlist, then set it
Function #14: Notify users about draft invoices
If you have been using Zoho Books together with Zoho Cliq to facilitate user collaboration, then today's function should be useful for you. This script automatically compiles the list of draft invoices and sends the details to a designated Cliq channel
Product Samples - Inventory and Invoicing issue
Hello I offer product samples to clients and I am not sure how to record it in Zoho Books. If I use an invoice then it is considered a sale, unpaid items and used from the inventory. Do I consider the samples as write-off? then it will be bad debt (financial
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
E-Invoicing for Oman
by mid 2027 e-invoicing will be madatory in oman, will zoho books enable einvoice feature in oman?
invoice could not be pushed
This invoice could not be pushed to the Fatoora portal due to the following reasons Enter the valid Tax Registration Number for the selected custome
Timer not appearing to update
For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real
Unbilled Items from Purchase orders
Hi, I was wondering if there is a way for me to generate a report for the sum amount of unbilled items in open PO or partially billed PO. this info would be helpful for better cash flow management and for foreseeing any issues for unjustified delays for
Discount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,
[IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books
The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,
Last four Digit field in Zoho Payment Received
One of our client's payment received doc has Notes, Last four digit and Transaction ID fields set, I couldn't find api parameter for these fields in the documentation... when I checked the site, it's not custom fields as well. where do i find it, any
Automatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
Show my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
Monitoring future cashflow
Hi Our business involves getting better energy prices for businesses in the UK. Companies generally take out yearly contracts and have to review them up to 4 months from the end of the contract depending upon the supplier. We negotiate a new contract at that point. Our commission is due when the new contract starts and we can get paid anything up to 2 months. Therefore we are always having to monitor our future cash flow from the sales that we have made. We currently do this in CRM by using a
Facturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
HTML PDF Templates / Build From Scratch option not visible for Custom Modules
Hi everyone, I am working with Zoho Books Custom Modules and trying to create a custom 4x4 package label PDF template using HTML/CSS. According to the official Zoho Books documentation for HTML PDF Templates, there should be an option like: Settings →
Zoho Books | Product updates | July 2026
Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, and Self-Billed Credit Notes and Debit Notes
Goods in transit
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
Bank Transaction Rules Link Under Each Bank Account
Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all
Associate project with timer on iPhone
When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.
Sales Tax Refund on Commerce Order
I've looked high and low. Relatively new to ZOHO but not to systems in general. How do we produce a refund for sales tax charged and paid for by a customer in error? This does not impact inventory stock. Simply for accounting and getting the $ back to
Importing Chart of Accounts from Quickbooks -- "Debit or Credit"?
I'm trying to switch from QB to Zoho Books. I've prepped my chart of accounts and put it into the format following the structure of the sample CSV file. But one thing that does not exist at all on the Quickbooks side is the Zoho column for "Debit or Credit".
Long term pricing for customers managing multiple organizations
I've been using Zoho extensively for quite some time and genuinely think it's one of the most powerful and customizable business platforms available. Between Zoho Books and Zoho Analytics, I've invested a significant amount of time building automations,
Item image on document
I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quote
Programmatic Itemized Expenses?
It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?
Bank charges
Hello, team zoho I have a difficulty, in the form to register the payment of the customer has a field "bank charges" more when registering an expense or payment to the supplier that field does not appear. And I think that's a mistake because in my account
Bank Feeds - Multiple Orgs / Multiple LLCs
Hi, We are migrating our books over from another service, and trying to connect our bank feeds. We have 3 separate LLCs, and 3 separate orgs in Zoho Books. We want to connect the bank feeds for each entity to each org. However, when we connect the 2nd
BANK CHARGES
When paying a supplier via credit card we are charged a fee. I process the payment through payments made and then enter the fees in bank charge. However i get this message : Bank charges are applied. Please select a bank account. And it will not let
Zoho Books | Product updates | September 2026
Hello Partners, We've rolled out new updates to Zoho Books. Here's everything that's new this month. Introducing the Super Admin Privilege We're introducing the Super Admin privilege in Zoho Finance applications. This privilege is automatically assigned
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