Zoho Book Customized Layout development
I want to learn how to develop customised layouts for invoices can you please guide how i can learnAdding Business Bank Account
Hi! I'm trying to add my business bank account to Zoho Books for the banking feeds, but can only see an option to manually add my account details, which doesn't;t seem to do anything. There's nowhere on the screen as per the instruction videos where IETIMS Integration with KRA
There seems to be an issue with e-tims integration with Zoho Books for the etims early access. Any one else facing this problem.Is there a way to sync the CRM account owner (user) to Books customer owner (user)?
Hello, I would like my employees to start doing their estimate directly from Zoho Books and I don't want them to see each other customers and transactions. I checked "Allow users to handle the data and transactions for assigned customers only." But whenReports for Sales Orders in Zoho Books
We are looking to produce reports in Zoho Books for Sales Orders. The current selection is: by Customer, by Item, or by Sales Person. AND these are only as invoiced (revenue), not when the Sales Order is actually booked (sales). How do we quickly calculate what has "booked" (date sold/date of sales order) in sales for a month or quarter? There is no way that we have found to 'filter' any report data to get exactly what we need. Example: In the month of January, how much did we sell (not invoiced)Unable to download as Virus is Detected
When I try to download any attachments from a range of different people, I get the error " Unable to download as Virus is Detected". Has anyone else seen this?Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,Project Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure outCalcul de la TVA réelle. à l'encaissement
Bonjour, je m'explique. Lorsque je clique sur « Taxe », il me fait un rapport de la TVA, puisque c'est la taxe principale que j'utilise, étant en France, sur le mois en cours. Sauf que le montant qui m'affiche tient compte de toutes les factures, indépendammentPayment at end of month
Hello, in Italy usually the payment are at the end of the month. This means that if the invoice is at the 14th of june and the payment is at 30 days, the customer has to pay at 31th of july. Is it possible to have this feature? Over this, sometimes weVIRUS DETECTED PDF DOWNLOADS - URGENT
I am trying to send a pdf download to a customer but it is blocked "virus detected" Please help.ASSET REGISTER AND DEPRECIATION SCHEDULE
Hi Team, Kindly assist us how to have ASSET Register in zoho books. We have clients who have lots of property, and we need to monitor their assets using asset register.Help with pagination and getRecords
I need to list the unpaid invoices, it works like this: search_map = {"status":"unpaid"}; invoices = zoho.books.getRecords("Invoices",organization.get("organization_id"),search_map,"conn"); The problem is when there is more than 200 results, in the resultsUpdate on PDF Download Issues Caused by Antivirus Software
Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsWant to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? RoyCannot Import Invoices from Wave
I am trying to import from Wave. The invoices import wizard keeps throwing a date format error. I have tried everything to fix this, even going to the extent of altering the date format in my organisation profile and then changing the date format fromReporting tag as mandatory
Why we can't set it as mandatory once we need to input it to get the budget affect?How to provide Access rights to specific Bank accounts
We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?Authentication issue
Hi, I am trying to create a extension for zoho books which sends me webhooks whenever a new invoice is created but once invoice is created and I receive a webhook I want my api to make a few changes into the same invoices and for that I require authenticationImporting Contacts - Error Message
This is the error message I am receiving. Same Column header has been matched with multiple columns. And it shows the Contact Name in red... I have it matched with Name on my CSV.. Why is this happening???How to add owners payments which need repaying at a later stage
In the early days of my business, as owner, I am paying some of the business expenses out of my own pocket/bank. How should these business expenses be recorded and at the same time show the amounts a liability (ie. amounts that need to be repaid to meHelp - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects areWhatsapp Integration Fix
Hello, I believe WhatsApp integration should be fixed. Right now all emails appear as unread but there is no way to mark it as read. I understand that the way to mark it as read may be just answering, in which case the notification dissapears. But thisMexico Edition migration
When will the migration to the mexican edition will be available we have been waiting for it for over 2 years since the announment of the version and for some of us it is difficult or imposible to migrate either data and other customatization.Function #13: Transaction level profitability
In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specificWhat'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 organizationAutomate PAYMENT RECEIVED email
In BOOKS - how do I make it automatically send a Payment Received, Thank you email to my Customer when I match a transaction to an Invoice (thereby making it PAID)? Thank you for your help.Auto-Populating Custom Field
This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populatedHow to retrieve a deleted inovice in Zoho Books?
I have deleted an invoice a long time back, but I can find it from audit log. But unable to open it. Is there any way that I can retrieve particular invoices, such as from a recycle bin? Thank you in advanceHow do I overcome the 800 transaction rule limit?
I just received a message: "You have reached the maximum rule limit of 800." I searched the documentation, and I didn't find anything about the cap or limit. I asked the ZOHO Books team if there is a way to increase the limit. Their answer was: "PleaseIs there a Books API to insert a Header row into a Sales Order or invoice?
Is there a Books API to insert a Header row into a Sales Order or invoice?Warehouses
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90Multiple discounts in 1 invoice
Hello, Is it possible to have 2 discounts in 1 invoice? 1 at the item line level, and the other at transaction level. For example I have 3 items: A, B, and C A has pre-defined 10% discount from price list B has pre-defined 5% discount from price listError "Tax does not exist"
When I am trying to load item master I am getting an error "Tax does not exist". I tried changing tax name and tax type however its not working. Please help. Find below data I am trying to load Inter State Tax Name Inter State Tax Rate 5% Inter StateAuto copy one field's data(custom module) to another custom Module.
Is it possible to copy the data of one field from a custom module to another in BOOKS?Deleting Sales Invoices
Hello Everyone, I am trying to delete all added sales invoices to make some changes at once. Will re import later. But it throws an error saying your data is being used elsewhere so unable to delete. Could someone please help here?MRP ENTRY
I PURCHASED MATERIAL IN AUG-24 AND RATE IS RS.399 AND FROM 1ST OCT-24 RATE IS RS.499 , NOW SOME QTY. IS SOLD AND NOW IF I ENTER NEW RATE THEN IT IS NOT ACCEPT OR CHANGE IN ALL SALE BILLNew Paypal Integration support Business to Business with 50 cent fee?
I "upgraded" the Paypal integration and I'm afraid I lost the 50 cent Busines to business paypal fee. Is this true?COGS not shown in P&L
Hello, my name is Lucas. I have a wholesale phone case company. I import products from China to my country. The issue I was havaing is to have my Cost Of Good Solds in P&L, because when I run the report they only show me how much I spend in goods, shippingImporting (Customers & Vendors )
hi zoho team , how can i add opening balance date for vendors and customers if i got new system but i want record transaction with last 3 months. i tried to import or add the customer manually but opening balance start with this month thanksNext Page
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Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Books on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP Velocity Filter is active. What You Need to Know About the Transaction IP VelocityZoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add andFunction #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting
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Zoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesBasic Price List Functionality Still Missing
I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells thatWhy I can't create branch
Hi, I am new to Zoho, I am trying to use zoho book under free 14 days trial version. However, I can't see any option for me in the setting for me to create branch. Any one can help or have hints how can i create branch to test? Thanks, SunnyHelp required with migration from Sage to Zoho
Hi, I've been tasked with migrating all of our accounting from Sage to Zoho. I've had a look at the guidebook but I'm not sure where to start as I've never done anything like this before and I'm also new to Zoho. I would appreciate if anyone could assistZoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectly
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[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] 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 IMSLatest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_WebinarBest practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1[WEBINAR] Discover what's new in Zoho Books (Kenya) this year-end
Greetings Kenya! We are all set to help you prepare for the upcoming fiscal year. In this webinar, we will cover everything from setting up tax filing, e-invoicing, and generating VAT return reports to showcasing our latest feature updates to help you
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