Itemise GST on accounts paid
I am not registered for GST as I am exempt due to being a medical service. However I am eligible for a refund of GST that I have paid on invoices. Can anyone advise how I can itemise GST that I have paid on invoices received so that this is visible at
How to recover deleted accounts
Can you let me know how I can recover accounts accidentally deleted?
Difference between Bank Remittance vs Bank Transfer
I see Bank Remittance and Bank Transfer under "Payment Mode" under Record Payment. What is the difference between two?
Customer Portal Status Indicator?
We need to be able to look at our list of Contacts or even individually and easily tell if a contact has signed up for the Customer Portal. Without them signing up they can't approve an estimate online. Is there a Placeholder or something we can use in
Zoho CRM integration Tax issue.
Ok so I have an open ticket with support for this but been more than 1 week and still nothing. So I will be turning to you guy's. So we are using Zoho Books Canada edition. They came out with an update in august of this year (so far only new account get
Reporting Tags, Custom Fields = Detailed GL extract
Hi, new user, is there anyway to have either Reporting tags or custom fields added as an additional column in the Detailed GL report. This a feature in QB, and am wondering if it is in Zoho as well. Thank you.
Zoho Books Series of Transactions tab was completely changed and no post or update was annoucing it
This is very strange, why no updates are posted when changes like these are made? Several upgrades were done but not a single news, I had to access the tab to see the changes and that now new things can be done.
Manage and Automate Taxes Effortlessly with Zoho Books' Advanced Tax Features
Hello users! We're excited to highlight some of the most beneficial features in our Tax Settings page. Whether you're a long-time user or just getting started, these features are here to enhance your Zoho Books experience. Note: The features in this post
Role/User locked accounts/sales person name?
Scenario, I have multiple cashiers, and in the end of the day I want to be able to calculate how much does each cashier have in their own specific own Petty Cash Account and they should be locked to that account only. Is it possible to lock and assign
Can I specify which fields I want in a response?
When I get a list of customers with https://books.zoho.com/api/v3/contacts?organization_id=org_id, is there a way to specify which fields I want in the response? I don't need to receive every field. I know it's just a matter of only reading the fields
Default value of custom field not showing
I have made a custom field "PO number" under Sales Order. I have made the same custom field under Invoices and set the default value to ${salesorder.cf_po} so that when I make an invoice the PO number from the sales order is automatically filled in. This
Cost of goods sold and Inventory Asset account not reflecting Sales Transactions
Hi I have enabled inventory and also enabled inventory tracking for all items when a purchase is made, Inventory asset account increases. But when sales is made Inventory asset remains the same and cost of goods sold is not debited at all. So Cost of
Cost of Goods sold not calculated
Hello I just started a demo version of Zoho Books and have a question on Cost of Goods Sold caluation Step 1 Created item A - Recorded purchase through bill including the qty. 200pc @ $100 per pc. After making the purchase, the item is correctly shown
Customer Overpaid Balance Write-off
Good Day, We have 3 customers who overpaid invoices which have been sitting as credits against their account for the last two years. It is unlikely that they will ever make use of the credits on their account and so we are trying to write-off the overpaid
Print a customer/vendor name and address onto an envelope
Hello, it would be great to be able to print out envelopes directly from customer contact entries, or even perhaps from invoices/bills. Instead, I have to copy the data into Msft Word, and print the envelopes from there. - david
Expenses by Vendor Reporting Tag
I am using reporting tags for vendors (Tagging a vendor as recurring monthly/yearly). I want to pull a report showing all vendors' expenses where the vendor tag has a specific tag. I can't seem to generate this report. I know I can tag each expense as
Cashflow statement problem
My company was recently lent some money via an unsecured loan. Unfortunately in Manual Journals there is no option to book the deposit in the bank account (why not?) so I booked it as a new transaction in the Banking section. It is debit bank account, credit Unsecured Loans. But in the Cashflow Statement the transaction appears under Cashflow from Operating Activities. This is obviously wrong - it is obviously a Cashflow from Financing Activities. Can you please let me know how to book this transaction
Automation - Auto Apply Invoice Template
Hi, I'm looking for help on a way to automatically apply a specific template based on the currency set for the customer. As an example, if I create a brand new invoice and select a customer with their currency set to CAD I want it to automatically change
Purchase Order Delivery Address lookup API
I'm creating Purchase Order using the Purchase Order API. If I want a different delivery address, how do I obtain this delivery address Id through API and through what record type?
Accounting on the Go Series-14: Unlock Business Insights Anytime, Anywhere: Reports in Zoho Books Mobile App
Hello Users, In today's segment of our "Accounting On-the-Go" series, we're highlighting the seamless reporting capabilities in the Zoho Books mobile app. With easy access to critical insights, you can make informed decisions wherever you are. Reports
Custom function that Gives total sales of an item in the last 30 days
Hi, I would like to have a custom field that is updated by a custom function. The field "widget 1 sales" - total sales (Paid amount) of "widget 1" in the last 30 days. The function - everytime "widget 1" has been paid on an invoice update "widget 1 sales"
ChartOfAccounts endpoint does not return description when showbalance filter is used
I'm trying to request the ChartOfAccounts endpoint using the filter showbalance=true but whenever I try this, the description field comes as an empty string for all records in the response. This produces a correct result with description populated but
If you use Zoho Books for partnerships, how do you organize partner accounts?
There are a couple of ways I can think of doing this. Method 1. Create an account per partner, and have sub accounts for each category. Expense Partner 1 Computer Hosting Travel Food ... Partner 2 Computer Hosting Travel Food ... Method 2: Under each
Updated Python Samples/SDK for books? Edited to include my own repo
There seems to be some wrappers out there but they are outdated and many years old and it looks abandoned and not updated to the latest API. Can anyone share a working python project that handles the token refresh stuff and has some sample endpoint calls?
Shopify Payments Reconciliation
Hello, We have built a custom app that allows you to reconcile your Shopify Payouts with your bank Feeds. Reach out to me if you are interested - uyscloete.uc@gmail.com
Record Over Payment
We paid by mistake more to a supplier. I have settled the supplier invoice 100% but I do not know how to record the over payment amount on the supplier account. I have also received a new invoice and I would like to settle the over payment amount against the new invoice (partial payment) and them cancel the rest against the bank account. can you help me with it? Regards
Notifications on Tax Compliances Due Dates and latest developments
Hello Zoho, We can also have a notification delivered on various Tax Fillings due dates / extensions / latest changes / developments on areas such as Income Tax, GST, TDS, PF, ESIC, Professional Tax and so forth as per business type an needs. This is
Reporting Tags show by default
I'd love to see an option to have tag selection show by default as a table column on invoices and bill creation, rather than having to show additional information for each line item needing tags added to. The extra clicks to show the tag selection do
TDS Accrual
I have a question regarding the TDS, TDS need to be deducted at the time of payment. Say we enter all our payables end of the month and pay on 1st of 2nd of the month now the TDS accrual is posted on the date of entering the invoice. Why cant Zoho change
How to set Automation for expired Estimate Reminder
Hi I see we can set automatic invoice overdue reminders but i am trying to set an automation to send an email reminder when a client has either not seen or not approved an Etimate.so far I have this but have no idea if it would work ? Any help would be
Error occurred while processing transaction at the gateway
I added my Paytm payment gateway to my account. However when a customer goes to make the payment they get an error 'We are unable to process the payment at the moment as "Error occurred while processing transaction at the gateway"' What is the solution
Showing excluding and including tax amount per item when tax selected.
Hi! I'm struggling finding to see if the following is possible. Most SO or Invoices will have a billing/items structure like this in EU due to VAT: Item Name Quantity Price VAT % VAT € Amount Socks 1 100 € 24 24 € 124 € In Zoho the "Amount" will always
How to Handle PDC Cheque in Zoho Books?
Hi Team, I'd like to understand how you manage the issuance of PDCs to suppliers and the receipt of PDCs from customers in Zoho Books.
Add A PDF From Documents To An Existing Invoice Not A New One
I'd Like To Add A PDF From Documents To An Existing Invoice Not A New One. Is This Possible???
Trying to create a paid invoice
Hi all, I'm trying to use Zapier to connect Woocommerce to Books to create a paid invoice. I can get a draft invoice created, but am stuck trying to update the draft invoice. I've tried a number of custom functions from other threads but can't seem to
Is it possible Multiple Instances in Zoho books?
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
Multiple Instances in Zoho books
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
User Roles & Permission
Hi Team! I want to understand a little bit more about the User Roles & Permissions for Zohobooks. Since we have a lot of different roles with different levels of access due to compliance policy, we would want to use the custom role in favor of system
[WEBINAR] Navigating taxes and accounting for ecommerce businesses in India - by CA Gopal Krishna Raju
Hello everyone! Dive into the essentials of ecommerce accounting with our upcoming webinar! Whether you're stepping into the world of online business or aiming to grasp the intricacies of tax regulations for ecommerce in India, this session is tailored
Duplicate Bill Numbers for Purchases in different financial years.
Hi We need enable duplicate bill numbers from the same vendor, where the financial year is different. We have multiple bills from vendors having same bill number but in different financial years. Further, if we enter a financial year suffix to the bill
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