Im having a code 15 error
It says that I have to ensure that my JSONString has less than 100 characters. What to do?. Please help
Removing old, imported transactions from "Best Matches" and "Possible Matches" list
This year I migrated to Zoho Books from another accounting system. I imported all of my data from the old system. Now when a new transaction comes it the list of possible matches is very long and goes back though years and years of transactions. All of
Dashboard on Zoho Books: rearrange widgets/boxes
It would be great if we could move around the widget boxes on the Dashboard of Zoho Books. Thanks!
Track sales to a specific project
How do I track sales of my product to a specific project? When I sell my widget at a farmer's market, how do I associate each sale with a project? And reporting tags don't work unless I can create a line item report in Analytics for each project, which
Zoho Books API
Hey Everyone, Does anyone else feel the API documentation lacking? Things like: the required fields for adding items to an invoice are out of date. how to delete specific attachments from invoices/sales orders/ etc aren't listed. there is no information
How can I change the format of Delivery Notes?
Hi I need to change the format of the standard Delivery Note. I insert the Delivery Note into a transparent pouch, attached to my parcels. I need the Shipping address visible in the pouch, but nothing else. As standard, the Invoice address is printed
Problem switching an existing Invoice to another client name
Hi, I am trying to switch an existing invoice so it goes to another client. (I need same invoice number, just need to address it to another client.) It used to be easy to do I think... now it seems it won't work... the action works but it doesn't register and stays on old client...) Please advise Regards
Finding Credit Notes based on invoice number in the API
In the api, Is there a way to find all the Creditnotes associated with an invoice? I cant find anything in the documentation. I can use the "search_text" parameter, but it's not quite ideal. If I look up invoice 34, it will show me the credit notes for
Attachments on Invoices
Hey Everyone, I was looking at the API information for Zoho Books. I am working on software that transfers invoices from my POS and uploads them to Zoho Books. Ideally, it transfers a pdf and attaches it to the invoice, and will delete old invoices, if
how can i convert a bill to an invoice
i have several bill records from a company to i outsourced that i have to invoice to my customer, is that possible?
sell pre paid service packages
I want to offer hourly packages, so it would be nice if I could create an advance invoice in (Billings) Checkoutpage, which is then invoiced in Books. Important, I don't want to do this in the backend itself. The customer buys via the product checkout
Managing Petty Cash in ZOHO Expenses
Hello, Is there anyway to make all the Account Types In Chart of Account to be available in the ZOHO Expenses under Categories as only "Expenses" are available as of now. which is correct. But my concern is to maintain the complete petty cash in ZOHO EXPENSE and each replenishment means a new Expense Report, but due to unavailable accounts/categories in ZOHO Expenses, I'm unable to do this. Please advise.
Approval for non-billable project hours
Dear, Is it possible that non-billable hours / time entries must be submitted for approval? At this moment, it is only possible for billable hours. We have internal projects which are non-billable. Although, I want to track the hours spend on these internal
Hidden Module Showing
Hello guys, I have set a salesperson user and role in Zoho Books, activated a few modules like customers, invoices and expenses, and initially activated Items module as well, but as I noticed then that the salesperson can see purchase cost in the items
How To Disable Tax Reverse Journal in Implementation of Unearned Revenue
Hi There, i'am start using zoho books just a week ago.. and i do some of trial and error to adjut the standard of bookkeeping in my country, and i found that if i record Retainer Invoices included with Tax.. then, if i implement the Retainer Invoice into
Multi-currency Account payment in different currency
We have two bank account one in USD one in HKD. I can make payment in USD from both account. My bank allows me to remit from my HKD to a USD account during a Bank Transfer. The problem I have is when I want to record a Payment to a Vendor in USD the only
Notification when Invoice email is opened and/or links clicked by customer?
Since the only way to know when an invoice email has been opened in Zoho Books is by going into the application and hovering over the mail icon in the Invoices section on Zoho Books, my other users never know when it has been viewed. I've played with
Remove the Currency label in Zoho Books emails
Hi, my emails to clients currently have a large currency label prior to the invoice total amount (e.g. USD or NZD or AUD) which I'd like to remove and just use a $ sign. How can I do this? It's unnecessary for me to have a currency label in invoices and emails as only deal with one currency.
Tracking Inventory without recording sales to individual customers
Hi! Instead of tracking sales to individual customers, I would like to make a single entry at the end of the day that records the sales of all the items. I am more interested in tracking the inventory and the overall PNL rather than billing each customer
Credits & Debits in Banking of Zoho Books
The little observation which is disturbing and difficult to accept is that the Income is show as Debits and Expense is show as Credits. Which is suppose to be the other way. I am getting confused as I am business user not a Accountant. Regards, Rahul
Invoice timing
Like many small businesses we find ourselves working on the weekends catching up on paperwork. What i would like to do and i am sure is possible is to send invoices, estimates and reminders but to delay them being sent. I do a similar thing in the mail
UK Barclays bank not getting feeds again
Since 26/07/24 balances are updated but no new transactions coming through ! I've tried deactivating & reactivating, also configuring excluded by "No thanks, I'll do it myself" - still no joy !
Gross Profit
Please can I have a way to easily see Gross Profit on sales. Please! I have a sales team who are targeted on gross profit and they have no visibility of this at all on they're invoices. We are currently having to go between Sage and Zoho as they process
How to send an invoice by email with API ?
Hello, I'm trying to send an invoice by email with the API but I always get this error : { "code": 57, "message": "You are not authorized to perform this operation" } This is my request : https://www.zohoapis.com/books/v3/invoices/{invoiceId}/email?organization_id={organizationId}
Bank Feeds option not showing - Zoho Books Australia
Hi there, I've added my Westpac bank account to Zoho Books, however there is no option to be able to connect the bank feed for the account? Help! Thank you :)
Need to capture user input from custom function
Hi, On click of a custom button, is there any way we can ask for user input. I am planning to capture coupon code when sales order is created and store in custom field.
Function #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salesperson
Zoho doesn't integrate with Wix??
I purchased many of the Zoho modules (Books, CRM, Projects, Invoices, etc etc) as I heard that they were great systems, but there is virtually NO parts of Zoho that integrates with Wix (outside of my email), which leaves me with the decision of either
e-invoice
how can I integrate with the portal of e-invoice in Egypt
Generate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?
how to change default project invoice preferences
We have over 10,000 projects. Is there a way to change the default invoice preferences for new projects? Current it defaults to "Single Line For The Project" / Project Name / Project Description. We would like it to default to Group by Users / Staff Name
Resolving Automatic Double Entry of Cost of Goods Sold by Switching to Periodic Inventory System Settings
I found automatic journal entries are generated as follows according to inventry purchases and sales. 1. Inventory purchase (Dr.) Cost of Goods Sold / (Cr.) Cash 2. Inventory sales (Dr.) Cost of Goods Sold / (Cr.) Inventory Asset The journal entry 1 follows
Single Sign on for Zoho Books Vendor Portal
Hi there, Is there currently any way to implement Single Sign-on for our Zoho Books vendor portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would like
Zoho Books: Edit estimate accepted E-Mail-template
Hello, i would like to edit the E-Mail that you get when a customer accepts your estimate via the public link. In the german version of Books it says: " COMPANY hat Ihren angebot (ESTIMATE) akzeptiert", but it should be "COMPANY hat Ihr Angebot (ESTIMATE)
ZOHO BOOKS INVOICE DATA
HI Please advice, i want my invoices to automatically show for each item line the SO its associated with when i make one invoice for several sales orders as in QuickBooks Thanks
Customizing "Notification Email" templates (Invoices)
Hi I'm relatively new to Zoho and have been trying to customize the Email Notification Template for invoicing, and I am current using the free plan as I have a small home business. I'm struck by how poorly these email templates look and the very limited
Reset Cash Flow - Start the New Fiscal Year at 0
Hello, I've set my fiscal year to start on Jan 1st. What I want is the cash flow shown on the dashboard to start at zero each year. I need a solution for that while keeping the stats of the previous years intact. ( found a topic earlier that had something
Bank Feeds for Loans
I realize that Zoho only supports automated bank feeds for bank accounts and credit card accounts. I use Zoho for real estate accounting and I know that Plaid offers connections with the banks that service my rental property mortgages. I tried connecting
Implementing OAuth from backend
We are working on integrating Zoho Books with our project's accounting service using a backend built with Java and Spring Boot. Our goal is to handle the OAuth process internally. We've implemented the OAuth logic within the getJournals API to generate
Printing eway bill directly from Zoho Portal
Can we print eway bill directly from Zoho Portal?
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