Onboarding New Clients
What is the most effective way of on boarding new clients to Zoho Books? I have some very non-tech savvy clients and when I create a new customer in the zoho partner I do not get access to setup their Zoho Books environment. I would like to create their
Onboarding Clients
What is the best method of on-boarding clients if the client wants you to manage everything and just give them the Zoho Books environment turnkey? When creating a new customer in the zoho partner dashboard, you don't get access to the books account. Also
Emails are going to SPAM
Hello, in the last few days several clients have reported emails going to SPAM despite having all DNS config done as Zoho Books says. Is there any problem regarding Zoho Books Technical settings? i believe there is a backend issue on zohos side.
Couldn't find Round Off feature - Need Bill-Wise and Invoices-Wise - NOT Global
Hello, I could not find basic Round-Off feature while creating Purchase Bills. Is it somewhere hidden and needs to be activated. If not, kindly make it available Bill-Wise (to be available for each Bill) and NOT as Global setting. There are suppliers
Bank feed not working at all
Hello, I started working with Zoho a couple of weeks ago and have imported all of my statements and categorized everything. I also connected my bank account, but the automatic bank feed does not seem to be working. Do you have any advice?
Vendor Bill > Expected Payment Date as a visible column in Bills list
It's great to have the facility of 'Expected Payment Date' in Vendor Bills, but it would be even better for that field to also be available in the 'Customize Columns' section so it can be visible in the list view - to easily identify Bills that have/don't
Webhook Stock Changes
Hi! I created a webhook for item updates. Therefor, I created a Webhook under Automation > Workflow Actions for the Item-Module and a Workflow-Rule under Automation > Workflow Rules for the Item-Module. Everything is working so far except the Stock. Is
Automatic Paid Invoice sent to customer after WooCommerce/wordpress Ecommerce site order
Hi. I have an e-commerce website on wordpress/woocommerce. I want that whenever a customer places an order, a zoho books paid invoice is sent to them on their email automatically since we have only card payment option and no cash on delivery. Can someone
Salesperson and Reference field do not flow through nor are they removeable
The Salesperson field and Reference# field in a Sales Order do not flow through to the Work Order and Invoice. What's the point of the field if the information doesn't flow through?? It's not like the Referene# (which in the U.S. is called a Purchase
Tax law
Is the use of Zoho Books (finance) compliant with Dutch tax law for limited liabilities?
Accounting on the Go Series-15: Simplify Your Financial Tasks - Apply Credits to Open Bills in the Zoho Books Mobile App
Hello Zoho Books Users, Remember the ease of applying credits to invoices we discussed earlier? Well, now you can enjoy that same simplicity when dealing with your vendor transactions. In today's edition of our "Accounting On-the-Go" series, we're introducing
ZoHo Inventory
Hi We are running a trial on ZoHo One and according to your documentation Books and Inventory is included yet we get the error in the file attached,
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
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