In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ?
Dear Team, In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ? If not, what are the restrictions. Thank you, AnupAbility to select Vendor Credits when creating Vendor Payments
When making vendor payments there should be the option to select open vendor credits, this way the payment shows what bills and credits are being used for the payment Right now the vendor credits must be applied to the bills prior creating a payment,Single payment link for multiple invoices or total due for a customer on Whatsapp.
I want to send a single payment link for multiple invoices or total due for a customer on Whatsapp. Currently zoho books do not have this option . While sending WhatsApp template, payment link is created for particular invoice. I want to send WhatsAppWhatsapp Customer Statement and Outstanding
Customers are asking to whatsapp statement or outstanding report or invoices regularly. Is there a way we can integrate it in Zoho Books. We already have Whatsapp Business API from Interakt and regular Whatsapp API from MessageAutoSender. How can we useOwner's Draw
Example: I have a charge account at ABC Company. During the month I charge one $50 item for my business. I also pick up a $20 item for personal use. At the end of the month, I receive a statement with a balance due of $70 and I want to PAY THE ENTIREGST Returns India
1. Have been requesting that the documents issued section should be filled automatically. If other accounting software can do it ZOHO Books can. NOT ROCKET SCIENCE !! 2. There is an Issue with the Debit Notes not showing up in GSTR 1 ??? Sorry but this is unacceptable !! as a GST Suvidha provider and an accounting software developer both these errors are unforgivable. P.S: Another GST issue is that the GSTR 2 reconciliation has to be closed monthly to do the next month, Maybe ZOHO developers shouldE-Way Bill Generation and Custom Button Requirement in Stock Transfer Module in ZOHO Books India
We would like to provide further clarification and highlight a few operational challenges we're currently facing : we are handling stock transfers between branches/warehouses within the same state under the same GSTIN. As per government rules, E-Way BillVoiding of Invoice
What's the implication in GSTR 1 and GSTR 3B when an invoice is voided?E-Invoicing Automation
Do you have an API endpoint for pushing the invoice through the e-tims for KenyaExpense Entry Error When Trying To Save (Related To Taxes)
Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates areInterbank transfers appear in Dashboard
Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?Fixed Asset Manager items not on Balance Sheet report?
Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.Auto Charge Recurring Invoices on their due date vs issue date
Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "How can I see sent mail ?
Hi, When you send a sale order or invoice to the customer using the email function, where can bee seen the sent email ? I can't find it in the "sent" folder of my mail client, nor I can't find it in the mail Related list under the company or the contact.Writing a single vendor check for multiple bills
I need to be able to create a single payment for 15 to 75 bills. We have a few vendors that bill us per transaction. During our heavy sales season those vendors will send as many as 40 bills per day and we pay these bills weekly. The check wringingWorkflow to update the field "Deposit To" in Sales Receipt/Invoice
After an invoice/sales receipt is created, I can't find a way to create a workflow that would update the field "Deposit To". Apparently, some other fields are visible in the workflow, but not the "Deposit To". Any insight?Record GST Paid for Imported Goods
In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie. How do we setup a properupdate warehouse id for closed credit notes
the code run successfully but its not updating the warehouse, i send payload of warehouse id and name ,then tried to clone exisitng with updated fields .. lost one week in this.. <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use App\Libraries\ZohoConnector;Payment Gateways For South Africa
Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order
Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.Zoho Customer Statements open item and NOT balance brought forward
How do I set my customer statements to open item and NOT just the balance brought forward. I would like the customer to see all the invoices outstandingZoho Books Invoice Enable Payment Gateway with Deluge
I am using this to create an invoice record in zoho books from zoho crm invoices. I want to add the ability to enable online payment gateway for "stripe". I can not seem to find one article online on how to do this. Can someone help? invoice = zoho.crm.getRecordById("Invoices",id);New VAT Rate for South Africa
Hi, When will the new VAT Rate be implemented as it is from 1 May 2025, and how will updates etc happen. Will there be a global update function. ThanksSouth Africa VAT increase from 1 May 2025
Hi Will Zoho Books automatically update the VAT settings from 15% to 15.5% or must it be done manually? The VAT rate is increasing to 15.5% on 1 May 2025, and supposedly to 16% in 2026. Regards Uweeway Bill - Import (Good / Material)
As we Importer of goods , for That first we Generate PO then , Payment, then after We create Bill of Entry After Bill of Entry Anywhere (99%) cases material that arrived to port that comes to warehouse / factory for that Eway bill , we have to createHow to set up ‘Adjusted Revenue’ in Zoho Books?
Hello, I have a marketing agency where I typically offer social media management and advertising services to local clients on a retainer/monthly-recurring basis. One of my core services include Ad Spend (we call it Digital Media Buying), which contributesZoho Books API Charging a customer with their Creditcard or ACH Banking info
It is unclear if using this API, can acutally charge the customer. https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment When we process invoices in Books, we Select "Record Payment" and then Charge Customer. The Client has either a CreditCardzBooks Custom Script with deluge - Custom Field shows NULL
I am trying to read a custom-field from the item module, which is a decimal. time = item.get("cf_reparatur_dauer_h"); The answer is always NULL. I have already seen similar topics in the forum, but they are already 4 years old and do not work (anymore).Does Books link Sales Order to Purchase Orders?
Should Books be linking Sales Order to Purchase Orders when a Sales Order converts to Purchase Order? The json response from Books has a key "salesorders" but it is always empty. What is or is not happening here?Item Search | Contains Feature
The "CONTAINS" feature is limited to adding a single product description string while searching for the product. For product names that are 4 or more words long, containing different attributes like size, colour, design etc. it becomes difficult to locateGuide on how to hide data based on values in HTML templates.
I am amazed that I discovered this after couple of hours of trial and error. Not sure why, but it works. *[data-hide=" "] { display:none; } *[data-hide="\A0"] { display:none; } <div data-hide="%ItemDescription%" > %ItemDescription% </div> IfReport Sales by Customer Location
Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number - Order Date - Customer Name - Customer Ship State Thank you, AllisonEmployee Loan & Deductions
Hello, How can we enter employee loan to ZB ? and if employee partially pays how can we enter these transactions?Webhooks to send data to amazon aws (rds)
Is it possible to send data from Zoho Books, using webhooks and events to send data to a amazon aws rds database? ThanksHow to fetch data from zoho books into mysql workbench directly not manually?
I'm stuck with this problem of fetching data rom books to mysql workbench. I've gone across couple of tools but its not working . Please anyone has got any idea please share. ThanksWhat's New in Zoho Books - April 2024
Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organizationWhat's New in Zoho Books - August 2024
Hello users, We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this August. Update Reports Permissions We’ve enhanced report permissions in Zoho Books to makeBank reconciliation with Accounting currency with Foreign Currency bank accounts
We are unable to perform Bank reconciliation for Foreign Currency bank accounts and tie-up with General Ledger account, which will be in Accounting currency.What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID?
What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID? "vendors" is incorrect. zoho.books.getRecordsByID("vendors", books_organization_ID, vendor_id, "books_full_access");Next Page
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Zoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theFunction #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount wouldZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
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Massive Zoho Books failure
We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,Zoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theReply to Email for SO/PO
Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ emailZoho books aide
Bonjour, je rencontre un problème avec Zoho Books. J’ai effectué une demande de support via l’interface prévue à cet effet, mais je n’ai jamais de retour. Je ne reçois ni email de confirmation, ni information concernant la prise en charge de ma demande,Bulk bank rule creatioin
Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?
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[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho[WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration
Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,[WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February
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