What's New in Zoho Books - June 2023
Hello users, We have been bringing new updates and enhancements to Zoho Books consistently. This month, we are back with yet another set of enhancements. Let's take a quick look at what's new this June in Zoho Books: Stripe Financial Connections Stripe
Add new item limitations?
Hi, In my Zoho Books, when I create a new item, only the "Sales Information" section is available. The "Purchase Information" and the "Track inventory for this item" sections are not available. Is this due to some config in preferences? Or is it a limitation
Vendors API
Hello, How can I create a vendors with the zoho books api
Sending Invoice and Payment Receipt Link to Customers
Hi, I have 2 problems" 1)We wanted to send Zoho Invoice Link on Whatsapp programatically usign API so that the customer clicks the link and downloads the PDF of the invoice along with the Payment Receipt. I am unable to do this. Which API should I use
Publish Subscribe Model implementation for India
Hi All, I am new to the Zoho books system . I want to integrate the system with 3rd party system but that should be used as Publisher Subscriber Model for India as no developer console is provided any work around or help is apricated .
E-Mailvorlagen: Die Schriftart "Open Sans" hinzufügen
Bitte Schriftart "Open Sans" hinzufügen. In der Vorlagen wird die Schriftart "Open Sans" angeboten. Das bedeutet, die aus Books erstellten kaufmännischen Dokumente (zum Beispiel PDF) haben die Schriftart "Open Sans". (Siehe Bild) Wenn dann das Dokument
Need Reports 'by period' with a "Total" column across the periods
This is such a needed feature that is available in any standard accounting software but missing in Zoho! For example, P&L statement for the year, by month. This will have 12 columns for each of the months and a 13th column for total (sum of all 12 months).
App Spotlight: Shopify Integration for Zoho Books
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Shopify Integration for Zoho Books Integrate your Shopify e-commerce site with Zoho Books and automate the flow of data between them. Save
Is Zoho Books still the right choice?
Hi Everyone, I've been a loyal Zoho Books and Zoho One customer now for over a decade. I've been frustrated at times, but overall it seemed like a pretty good choice at the time. As the years continue marching on, I'm ready to pull the plug on everything
Importing Bills - Preventing Tax Rate Duplication
Hi All, I have work with QB and Xero, and there is certainly an odd quirk with Zoho Books when you import bills. We somehow manage to create duplicate Tax rates when we import. They are identical and we normal just disable them and move on, but couple
German bank feeds - when working?
Hello, I am currently testing Zoho books, which I like in generally. Unfortunately the feed of my bank account is not working although I can add the account and the balance is correctly fetched. When adding the account I received the warning that feeds
auto populate city & state with zip code
So this request will look different for countries outside of the US... Is there a way you can add a "zip code" database? The goal would be to enter a "zip code" for a US based address and have that field access database that would bring in the city and
Custom function - to fetch loginuser ID -
Use case : I want to auto convert an 'accepted' Estimate with two conditions into 'Invoice' and send it automatically to the buyer. The function is given below and working fine. But if some user generates an estimate' with the two conditions, it is executing
How can I build a cash plan
As my business grows and more orders are coming in I need to build a cash plan. I can "see" what future payment will be due in the future once a cleint order is received, but I need to take in consideration other kind of future payment that are not directly
Existing customer with new enquiry
How to capture new enquiries from the existing customer to track status, which can be done for the new customer as we create it afresh. However, we don't have option to create new enquiry from the existing customer so that they can also be equally t
Line 101 - GST / HST Return - Canada
With the understanding of GST / HST return from CRA, I would like to open a topic to discuss whether or not the GST / HST return produced by Zoho Books is actually in compliant with CRA reporting requirement specifically on line 101 - Sales and other
add user
I just signed up .. I would like to add my bookkeeper I saw plan i chose had 3 users ... that was included in the 180 price correct.. and where do I add the user not finding it in the settings or profile Lisa
Wechsel zu SKR 04
Hallo, wir haben Zoho Books im Moment nach englischem Standard eingerichtet, das betrifft auch den Standard Kontenrahmen. Jetzt wollen wir auf SKR 04 umstellen, und jetzt ist die grosse Frage - was passiert wenn wir den Knopf drücken? Finden wir alles
Function #16: Copy attachments automatically from billable bill to invoice
In Zoho Books, it is possible to generate an invoice directly from a bill when the items are marked as "Billable." This feature lets you charge your customers for any applicable costs or operational expenses. If the billable bill has important attachments,
Add the ability to restrict users from billing time beyond a specific date in Zoho Books
In order to standardize billing month to month we only bill through a specific date each month. It would be helpful if we could enter a date into setting that would restrict the time that could be added to an invoice. For example Tom has two hours of
How to Create a New Account type?
Dear Sir I would like to know how i can create a new account type with your zoho books as its required for me to add different account division in your online zoho books system... like i want to add a pre-paid mobile account as main and under that i
Function #14: Notify users about draft invoices
If you have been using Zoho Books together with Zoho Cliq to facilitate user collaboration, then today's function should be useful for you. This script automatically compiles the list of draft invoices and sends the details to a designated Cliq channel
Reading extra fields of an invoice in the thank you note email
I have created a custom date field on an invoice but would like to retrieve that date and a few other fields when sending the user the thank you note, I have not been able to find the right info on automation etc. Please could anybody point me in the
Querying Stock Levels
I want to be able to populate a variable with the current stock level. I was expecting to be able to use stocklevel=item.get("actual_available_for_sale_stock") If I pull through the entire record, I can see this field has a value of 1, however when I
Properly applying payments to invoices from external website?
Hi Folks, I merrily thought that having my Stripe Payments enabled with Zoho and fetching payments daily (also accounting for the fees automatically) for my external web store hosted on Big Commerce paid out the invoices in Zoho. It does not. It simply
Zoho Books Training Courses
Hello, We have recently started using Zoho Books and wanted to do a comprehensive course on Zoho Books to further my knowledge. Can anyone recommend a good course online classroom course on Zoho Books? Thanks Mary
Matching Expenses
Hello, i have and expense that I categorised and reconciled last month however when categorising this month every time i click on an expense i get a "Possible Matches" for that reconciled expense, even though the reconciled expense is $90.00 and the expense
Zoho Projects - Zoho Books Sync Error "This project is associated with unapproved report(s) hence customer cannot be changed."
What does this error mean and how do I fix it: "This project is associated with unapproved report(s) hence customer cannot be changed." As show on the screenshot below this happens between the integration between Zoho Projects and Zoho Books
when an invoice is paid, update CRM field
Hello, I want to update a field in CRM (deal modul) when an invoice has been paid. How can I do this? For this you would have to have a mapping from Deal to Invoice, right? If it's easier, then updating a field in Contact would also be OK. What is the
Logo Not relocating to specified area.
I have placed my logo in the header section where it set on the invoice template, and resizing has functioned properly. However regardless of the number of times I save, remove, refresh, or contact support. I have not been able to simply get the logo
Charity Account
Hi Community, The issue I have is this, we have a community account and use it to manage our books. Some times we receive charity donations from members which are bank transferred into our main account. I need to separate the donation into it own area/account
Trial to Free Version
Hi Support, When I was on a trial service using Books I had access to the 'Bills' function and created four transactions in Bills. I now have moved to the free version and 'Bills' is no longer a function that's available to me anymore. I now need to delete
E Way bill and E Invoice Query.
While Creating the E-way Bill for Invoice, the goods are being transported by Rail, I do not have any Transporter ID or Details. While Saving the e-way bill an error occurs as "Transporter Details required". Hence i am unable to create E-way bill. While
Zoho Books Matching Expenses
apologies, wrong forum
Function #15: Calculate shipping charges for an invoice created from multiple sales orders
When converting a sales order to an invoice, the shipping charges from the sales order will be automatically carried over to the invoice. However, this does not occur when linking one or multiple confirmed sales orders to an invoice directly from the
TDS on Provsion Entry
Hi All, I want to pass a entry for TDS on provision for expenses, but if I pass it in Journal Entry the same will not appear in TDS Report and also the reversal will have to be through Journal. It is also not possible to adjust against the bills. Please
How to change Account Type from Chart of Accounts?
I currently have the following accounts categorized this way: Non Operating Income Gain of FX Investment Gains Operating Expense Loss of FX Investment Losses I want to change the account types so that Gain / Loss of FX is under Operating Income / Expense
Does anyone else find this extremely irritating? Opening any bank account defaults to the bank's dashboard instead of transaction page
I'm in and out of different bank accounts all day and they used to open on the "All Transactions" tab or last used tab. I could start entering, searching or editing transactions straightaway. Starting this month, it opens on the bank's useless Dashboard
Estimate Decimal points more than 2 decimal points
Estimate price shows in 6 decimal places as against the 2 decimal places chosen under currency (GBP) & (Euro). Can you help fix this? All efforts have been futile so far.
Email notification when customer adds new payment type
Here is the problem: I send the email to the customer using Zoho Books from the customer page. Under "More", I select "Request Payment Information" which sends a templated email to the customer with a link to update their payment method. The customer
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