lock in period for accounts
hi, i think there should be a feature to lock the financial year accounts with certain password when it gets filed with income tax department, so that there will be no accidental changes further. So this is a request from our side to add the above said
Estimate to retainer Item Description to be copied
Estimate to retainer item description is not copied currently. Either the Item Description Rows can be copied and Qty/Rate can be apportioned as per the Retainer % OR Item Description Rows can be copied alongwith the original Qty and Rate also, and somewhere
Is Zoho Books still supported, or is it a dead product?
Just asking, because it's next to impossible get any any technical support for Zoho Books. We opened a support ticket a few days ago, but have no email confirmation, nor any reply for Zoho. It's about getting '1048' error codes with the message: 'Sorry,
You cannot enable Entity level discount when you have registered for VAT.
Hi Can some one help me out with this. I want to apply discouunt before VAT but the message states as You cannot enable Entity level discount when you have registered for VAT. How can i make changes?
Switching accounts
Hello, We need to switch accounts in books, for example: we buy from our suppliers raw materials that are first accounted in Inventory. In a second step, these products are "bought" by internal employees to manufacture end products. We thus need to switch the products from Inventory to specific exepense accounts. Inventory Adjustments only allows us to modify values or quantities not switch to another account. Can you tell us how to do this please? Thanking you in advance m
Group of companies: Branches or Organisations
I have a group of 3 companies, each with different configurations in their Chart of Accounts. They occasionally have related transactions. Rather than pay $12 each for standard organizations, I wanted to pay $36 for Premium to unlock some other integration
Importing Sales data from Posist to Zoho Books
Hi, We use Posist as our POS. They have integration only with Tally. What do I need to import sales data from Posist into Zoho books. We accept Cash, Credit cards, Web ordering, discounts and online partners. Also How do I import them into zoho? Since we generate 100s of invoices everyday adding each sales manually is not an option. -Suraj
Distorted logo on invoice
Hi! I uploaded my logo but it shows distorted. I've tried with several sizes and resolutions with the same result. Do you know how can I fix that? Thanks!
Editing PDFs from the delivery notes.
Hello, I am trying to edit the delivery notes on Zoho Books but it seems it is the only template that can not be edited. It gets auto-translated to Spanish and on the company country, the software is used that is not how the document is called. Please
What to do if I have bills dated previous year but paid current year and invoices dated previous year but they are paid by customer current year
Hi, I am migrating from QB to Zoho book, I have bills dated previous year but paid current year. Should I record the bill from previous year in Zoho or I just have to type it down the corresponding amount in accounts payable opening balances? I have
Sales order template needs both "ordered quantity" and "open quantity"
I've just realized that although the application will show me 1) how many of an item were originally ordered and 2) how many have been invoiced There is no ability to show this on a sales order template in the sales order at the line item level. A better
Books User Lookup Fields In Analytics
I've got a user lookup custom field in Zoho Books on the Customers and Vendors modules. I'm trying to use it in a query table in Analytics, but I'm having trouble figuring out how to get the actual user's name. The field shows as an ID in Analytics, but
Images on invoice
How to remove item images from invoice only? we need to show it on estimate only.
Wie lautet der API-Feldname für das Feld "Betreff" (Subject) in Angeboten?
In der API Dokumentation habe ich es nicht gefunden.
contra accounts
How do I create contra accounts in Zoho Books? Contra Assets? Contra Liabilities? Contra Revenue?
Estimates List View -> Accepted Estimates Not Yet Converted
Hello, we are a Zoho One user and recently went live with Books and Inventory. When looking at the Estimates list view, there are different views to select from the dropdown list but I see no way to select a list view that only shows Estimates that have
When creating new Item with default tax rate "out of scope" can be associated
Dear ZOHO Team, When creating new Item with default tax rate "out of scope" can be associated Because I have a lot of "out of scope" item Every time I have to enter manually when creating out of scope invoice
How to update Project Invoice Preferences in Zoho Books via API
How do you change Invoice Preferences for projects in Zoho Books (i.e. Single line for the Project, Group by users, etc.) Here is the screen shot where the data is entered:
What is definitive way to know when invoice is paid (in the JSON)
What JSON values are the definitive way to know when invoice is paid (in the JSON) Can it be done just from Invoices or must it be done only from Invoice Payments
What's New in Zoho Books - September 2022
Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.
Books API: Search invoices by custom fields.Variants: custom_field_startswith and custom_field_contains
I understand that part of this syntax is params = map(); params.put("custom_field_startswith", "zcrm_potential_id"); but how is the remainder of the filter specified? Is it another item in the set of parameters?
Migration from Tally to Zoho books
We evaluated ZOHO books for our accounting for last 1 month. Currently all our accounts are maintaining in tally. Can we migrate data from tally to zoho books. If so, can I do it now or we have to wait for next financial year beginning.
How to get Zoho CRM product identity [product_id] on Zoho Books After integration
Zoho CRM product is Sync to zoho Books using the zoho setting I want to Zoho CRM product id into Zoho Book products. How can i get Zoho CRM product id into Zoho Book ?
Custom Function - Transfer from Credit Card to Bank Account
I am trying to set up a workflow and custom function that will automatically make a transfer from a credit card account to a bank account in Zoho Books (the "bank" account is representing Plastiq, which is a payment service that will take a credit card
Flat Zoho Books invoice view in Zoho Analytics with "Skonto" and "Storno" detection (cash discount/cancellation)
if you are trying to compile and analyze Zoho Finance invoice data in Zoho Analtics, we at CEYOND are sure this SQL query snippet can help you. It will collate the invoices, payments, credit notes and sales. It is important that the tables from Zoho Finance
Estimate, SO and Invoice Mapping
As we all know Estimates can be converted into SO then Invoices or to Invoices directly. However, the custom field values from Estimates are not reflected in SO or Invoice, even though the same custom fields are present in both documents. I understand
TDS Deduction Reminder at Vendor Bill
We request TDS Reminder at Vendor Bill so that accidentally we should not miss out on deducting TDS for that transaction. Typically it happens when the Vendor is new and you have missed out on configuring the same at Vendor Master. If there is a general
How to create Debit Note for a Vendor?
How to create Debit Note for a Vendor?
Reconciled transaction(s) cannot be deleted
Hi I am trying to delete a customer payment which was entered incorrectly. We had matched it to bank statement but in order to delete it we unmatched it. But we still get the error "Reconciled transaction(s) cannot be deleted" when trying to delete the payment. Please help. Thanks Avinash
Reorder Customer Transaction Section
Hi, One of my customer suggests to improve the Customer section in the Sales menu. They would be able to reorder sections in the Transaction pane to better match ther need.
Bill Import - How to populate the Reference Number field
Hello, I am importing a large number of bills from a CSV file. All the fields are mapping nicely but I cannot find how to add something to the Reference Number field. Can anyone help? It simply doesn't show in the list of fields on the import screen.
What's New in Zoho Books - August 2022
Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and Bahrain
zanually categorise multiple bank statement lines
Like Xero cash-coding, how can multiple lines be selected and assigned to a single account individually? If using Multi-Select and match, the transactions get tallied and combined. Why does it seem impossible to select multiple (unrelated) lines and
Zoho Books and bank integration
Hi support team, I'm contacting you today because i have questions for bank integration. 1) I integrated Zoho with my bank account (CBC Belgium). Once setting up the integration i told Zoho (token.io) to go back to the latest date possible (it was around
SPF Email Validation fails repeatedly Zoho Books
When trying to validate your email host to use with ZOHO books, the advice given by zoho (for us) was rather misleading.. It asks you to add a line of code into the DNS settings of your Email hosting service (SPF). What transpires in our case after several
Zugriff auf das Bankwesen verhindern
Die Rolle "Mitarbeiter" kann nach wie vor auf das Bankwesen zugreifen. Wenn ein Anwender alle Verkäufe und Einkäufe bearbeiten soll, aber das Bankwesen nicht, welche Einstellungen sind notwendig?
Converting Estimates to Sales Orders -> Need option to copy over the Estimate Reference Number
When converting a Sales Order to an Invoice, in Settings -> Preferences -> Invoice, we have the option to automatically copy the Sales Order Reference Number over to the Invoice Order Number field as shown in the image below. This is an excellent option,
Add shipping cost to purchase order
Hi, I was wondering if it was possible to add a line for shipping cost in the Purchase Order section ? When i thick this option in parameter, this field shows up only in invoice (not Purchase Order). Could you please tell me how to handle this ? Thanks,
Analytics + Reporting for Zoho Books Custom Modules
I don't see an option for creating reports with Zoho Books custom module data, either in the Books 'Reports' tab itself or in the sync with Zoho Analytics. I know that Books custom modules is still in 'Beta'. Is this something that will be available in
Single Entry for Credit note Refund
Dear Team, there are 4 lines of credit notes in a customer account. When i tried to refund the whole amount I'm not able to do so. if at all i need to that i have to pass 4 separate entries for the same. Why can't it be a simple one entry for multiple
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