How to see which recurring invoice a project is associated with
I have four projects that are giving a sync error with Zoho Projects. "Once a project is invoiced, the customer associated with that project cannot be changed." All the time is unbilled for each of these projects. I think this error is because they are
Search within the Custom views
Need search bar option which searches within the entries of a custom view and not the whole module.
Removing Shipping address of all customers
i need to remove shiping address of all customers for now as it is creating bill to ship to while making eway bill despite selecting regular type , the way told in mail support is not working , please suggest other alternative way
Query parameters doesn't work banktransactions API
Hi, Zoho Books banktransactions API returns entire set of the data irrespective of the query parameters passed. Query parameters date_start, date, amount_start, last_modified_time are not applied. Sample requests: https://books.zoho.in/api/v3/banktransactions?date_start=2023-03-01
Signatures on invoices
Hi, Am i able to have my customers sign an invoice as proof of delivery? Or are we only able to have the persons name who collected it entered on the invoice? Our technicians use tablets. .Thanks
Zoho Books State Code
Hi, I have got a error while integrating datas from zoho creator to zoho books books. This was the error occurs: {"code":15,"message":"Please ensure that the Billing State Code has less than 5 characters."} In both Zoho creator and books we didn't have
Recording a Returned Check
Hello, I had a customer pay for two invoices, their payments went into the undeposited funds account, then deposited with several other checks. A few days later, I received notice that their check was returned. I have gone through the process of creating
Custom Fields
God knows I am trying to make Books work for my business. I am even looking for a freelancer developer who can make changes for me. Something as simple as being able to; 1- Use custom fields between modules. It is the same order across. Why can't I carry
Inline Invoice Email
Is there anyway to get the invoice to show in the invoice email. I know that I can attach it. I've got customers looking at the email on their phone and they really like being able to see the breakdown of charges without the hassle of opening the attached
Invoices: Save as "Sent"
Not all of us need to send off invoices as we are bricks & mortar companies - lots of us have sales that don't require this feature but also some sales that do. Please add the option to "Save as Sent" to the invoice module ! Perhaps a hidden field could
Yearly Income Tax Report - Which Report is Best To Use?
Which report is the best to use when to help prepare for yearly income taxes? It looks like the "Profit and Loss" report has all of yearly expenses and totals in one place. Is this a good report to use?
Reimburse Bill Payment Expense
I used a personal credit card to pay for a bill received from a vendor. Normally when I reimburse myself I use Zoho Expense to submit an expense report and pay it from there via Books. But since this is an invoice/bill from a vendor... How do I properly
Are there fees associated with using more than one organization?
Hi, I'm just migrating from Quickbooks. I've always kept one account for my business and one for my personal. I created one for the business on Zoho a few weeks ago, which I've paid for, and one for personal today, which now says "free trial". Once the
Unable to update a ZohoBooks contact via the API
The ZohoBooks API as documented at https://www.zoho.com/books/api/v3/contacts/#update-a-contact appears to have a bug. Updating certain users always results in this error: code: 3087 message: Cannot delete contact person as it is linked to Zoho CRM Contact.
2023 woocommercce and Zoho books integration
Figured I’d start a new thread to figure out what the best way is for woocommerce and Zoho books integration. We have stripe and PayPal payments on the website and those are all linked into Zoho books right now. is this going to be an easy process or
How can I debit from current year earnings?
I would like to move some funds from my current year earnings to owner's drawings via a journal entry. But Books does not seem to allow this. What are my alternate options? On the phone, customer care told me to debit from my Sales. But that does not
Custom field in customer portal
Morning, My business is 100% special orders for customers. I am currently using the online portal in Books. II also have custom fields that are populated as the order progresses. e.g., expected delivery date, date the order arrived at the warehouse, and
Client Portal
No Access to Sales Orders? No access to Shipping Details and Tracking? Am I doing this wrong? It would make more sense to have ALL the details pertaining to a sales order available to a client through the portal than having an email trail to follow. So
Discounts With Avalara
Hello, When Avalara integration in Zoho Books is enabled, discounts only have the option for currency. Percentage discount is not possible. I am sure this is a limitation due to the calculation of tax with Avalara integration being based on a percentage
Html help
I have the following simple template layout and do not know how to style it. All I require are lines or alternating grey bars. This is the code: <meta content="text/html; charset=utf-8" http-equiv="content-type"><style> #customizeContentArea { padding:10px;
Zoho books Purchase Order Status Issued to Open
Hi, Im integrating Purchase Order from Zoho Creator to Zoho Books. In Zoho Books status were as 'Issued'.How to change status to 'Open' in Zoho Books while integrating?
Custom Template for Customer Statement
How has zoho still not released custom template for Customer statements & outstanding. Very important & needful feature
Pie Chart & Bar Grap & Line Graph Print
Hi, Is there a way to produce a report showing the three graphs from the dashboard?
Need a recycling bin or undelete function
If you accidentally delete a record, invoice, customer, sales order, we need the ability to recover it back. I was working on an iPad and accidentally deleted a record and a good amount of work was gone.
Add address auto fill to customer billing and shipping
It would help out a lot if on the customer billing and shipping address it was linked to a mapping service like google offers where you can start typing in an address and it begins to sch the maps and find the correct address and then auto fill in the
Report for Item sold by vendors
Twice a year we have to do a booking at our supplier for the next season. I would need a report that show how many I bought, sold and in stock so I know what to put on my booking. There's good report for that but I can't filter them by vendors...
Goods Received Not Invoiced
Hoping someone can help us with a challenge we face in Zoho Books (with inventory integrated) around the balance sheet and when it posts values if there is a difference between the date we receive stock vs the date we get the Bill from the vendor. We
Items
when we import the items data,stock is not updating automatically and its showing as tax does not exists.if we enable GST and if we try to import items,am not able ti import items data
How can reset Payment made and Received receipt serial number set as per date
Dear ZOHO Team, How can reset Payment made and Received receipt serial number set as per date find screenshot
Payment numbers
For Zoho Books, payments made/payments received, I need to track those as well. For invoices I can have Zoho Books generate invoice numbers automatically and set a seed # like say, 1008890011 , and invoice numbers will auto-increment by 1 every time a
How to send order details from wordpres woocomerce into Zoho
So, I was able to integrate woomerce and Zoho together. After place a fake order in wordpress; I can see the log entry in zoho but the order details are not visible in zoho orders (on the zoho dashboard). I need help tracking that order in zoho that comes
Varying Amounts of Monthly Recurring Bills or Expenses
QUICK SUMMARY: We have dozens of recurring utility expenses from the same vendor for different properties. We are currently uploading the expenses into Zoho Expense and then matching it using the Zoho Books "Banking" Tab. This is time consuming and difficult
Bank Statement Reconcile
I have an amount reflecting on my Bank Statement as a deposit for R77.35. This is for a client invoice of R85.00 less commission paid of R7.65. How to I allocate this? Zoho gives me the choice to choose the R85.00 client payment, but it wont give me the
Refund of excess money paid to employee
Hello, So I gave an employee money for a business/company purpose. The employee ended up spending less and refunded the excess back to the company. Initially, I classified the money as an expense in the employees name and then I recorded the refund as
Paint bucket tool not working in Invoice Notification email template
I'm trying to edit the background colors on the email template, e.g. Invoice Notification, but when I click Apply nothing happens. I've tried it on all of the background colors in multiple browsers and spent a ridiculous amount of time on Chat trying
Adding Running Balance to Account Transactions
I am using this forum to request that the team remove the "Amount" column and add "Running Balance" Column to "Account Transactions". This is really an annoying feature to be drilling down on an account and each time I have to be changing from Amount
Client Portal Login With Registered mobile Number and OTP
This feature will be very useful to my customers because they don't remember password and login with mobile number will be very quick.
Email Notifications for Picklists
Maybe I am missing this, but I do not see how someone is to be notified of a new picklist in Books?
Get Timesheets with method "zoho.books.getRecords"
Hello Can i get records with deluge Data = zoho.books.getRecords("timeentries",758916360); info Data; Like this? Thanks
Can I change the "Tax" label in my Invoice template's Total section?
We are a US company who invoice in USD, however we have EU VAT registration. We don't charge EU VAT but for purposes of EU reporting our invoices are required to show "VAT" in the total section of the table, and then 0.00 as a number. This is where "tax"
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