Unable to Sync Bank automatically
hi, I have raised a compliant that past one month I am not able to sync automatically my bank " Union Bank of India " account. every time I am downloading the data manually and uploading in Zoho books, it highly time consuming and few errors are happening.
Leasing sale invoices record
Hi everybody, in our company we usually only send direct invoices with 100% product price invoiced, but we're starting to lease our products and we can find a way to close the SO and then create all the invoices for the lease period, does any one have
Matching transactions in the bank when 500+ transactions
Hi, We are facing difficulties when matching bank transactions for transactions deposited with Forte or Authorize.net with 500+ transactions in a single deposit. Currently, we are matching each transaction individually, and so it is very long for daily
Unable to add billing address in zoho crm which is integrated with zoho books -sales order
Zoho Books Automatic Exchange Rate Calculation based on Currency Amounts
Hello, I have a request about Zoho Books bank transfer function. My base currency is GBP on the system and when I exchange currency on my bank I record it to Books. For example, according to my attached record; I have exchanged 47.08 GBP to 1.000 TRY
Please can someone signpost any Zoho content related to UK MTD ITSA?
This is specific to the United Kingdom - I'm struggling to find any MTD related detail that goes beyond MTD VAT. https://www.gov.uk/government/collections/making-tax-digital-for-income-tax It's a huge topic in the Financial Management Software space and
Updating Account Codes in Zoho Books
Hi I need to update all the account codes in my chart of accounts in Zoho Books. I could edit each account separately and add the new account code - but is there a quicker way ? eg Could import via a spreadsheet? Thanks in advance Susan
Loading freeze after clicked "Add another line"
For some reason, whenever I clicked the "Add another line" button, it will keep loading but not showing up a new line... Sometimes the issue could be resolved after multiple refresh, but it's just so annoying. What is happening??? I've tried to switch
How to categorise Square Sales?
I'm currently evaluating Zoho Books for a University student club. All our sales run through Square and payments are either credit card taps on a Square card reader or online payments via a Square payment link. I notice that when Square payments get imported
API codes for "request payment information"
Hello! I am trying to find api codes for the function of "request payment information" when in the customer windows in zoho books. I would like to generate a link or embed code to use this while collecting credit card data in a form.
Invoice sequential number placeholder
Hello, My question is this. Is there a placeholder for ONLY the autogenerated sequential number of an invoice number without the prefix? In my invoice I need display the invoice number and the bank reference number (which has the sequential number in
Reporting tags for chart of accounts: P&L reports
Please add to the chart of accounts (Add & Edit account) reporting tags so that we can use the P&L/Income Statement report filters appropriately.
Reporting Tag: assign to an expense account
We have expenses that are always assigned to one of our departments --would it be possible to add reporting tags to the chart of account items? This would save us mucho time when categorizing transactions. TIA! -Gina
Tags in journal entry
Hi, I use tags to split revenues and expenses by branchs. But when I do manual journal entry, we cannot add tags. For those who use tags, do you have the same problem? How are you able to get a P&L by branch? I use manuel journal entry to post payroll
Bank Feeds: Multi-Factor Authentication, Auto vs. Manual, Wrong Update Dates
From what I can divine from support here in the forums, it looks like post-update, bank feeds that require MFA (multi-factor authentication) cannot be updated automatically, and need to be refreshed manually. Is this correct? If so, that doesn't feel
Option to Disable GST Online Filing
While exploring the settings we accidently enabled GST Online Filing and now we are unable to disable it. The support team says there's no way to disable it. Earlier we were able to view the GSTR 1 but now it's asking us to file the previous month GSTR
Invoice as PDF
Hi All, I am trying to share invoice as PDF via sms using custom function. i dont know how to GET invoice as pdf using api. Can anyone help me here?
Data import
Stupid import never works when needed, now I have to enter 191 transactions by hand because it's quicker than trying, again and again, to get the import to work. "Rate" doesn't accept decimals?
Shipping address gets reset when converting sales order to invoice
We're having a problem with converting Sales Orders to Invoices. When we convert the Sales Order to an Invoice it resets the shipping address. We choose the correct shipping address during the Sales Order process and having to do it a second time is easy
Selected time entries cannot be deleted because they were imported from Zoho People
Hello, I am trying to delete over 1000 time entry records which were pushed from zoho people to zoho books. I am using an API call, but I am unable to do so because they are imported. The exact error message is this: "message": "The timesheet entries
E-Mailvorlagen: Variable "Betreff" hinzufügen
Wenn ein Angebot erstellt wurde, versenden wir dieses per E-Mail. In der Standard-E-Mailvorlage wird in die Betreffzeile geschrieben "Angebot xyz wartet auf Genehmigung". Wir finden diese Betreffzeile wenig Aussagekräftig, deshalb schreiben wir immer
GSTR-2B in Zoho Books
Hello users, The government has introduced GSTR-2B which is an auto-drafted statement that contains information from GSTR-1, GSTR-5, GSTR-6 and ICEGATE system (Indian Customs Electronic Gateway). This statement is similar to that of GSTR-2A but is static
Transaktionen zuordnen - Kunde in Zahlungsrückerstattung anzeigen
Auf dem Bankkonto werden Transaktionen zugeordnet. Bei Kundenzahlung wird in der Übereinstimmung der Kunde angegeben. Bei einer Zahlungsrückerstattung fehlt diese Angabe. Verbesserungsvorschlag: Bei dem Zuordnen von Transaktionen bei einer Zahlungsrückerstattung
paypal showing error of Token expired on
When I try to pay through the paypal gateway i face the error of expired token. Screenshot is attached.
Project Profit
We are considering Zoho Books but have yet to find an easy way to track true Project Profit. We are a consulting firm and need to easily report where we are income to expenses (net profit) on each project. Ideally, the P&L reports would have the ability to customize and filter by project. What is the status of these additions to your product? 1) Sales Orders "linked" to a project. 2) Invoices created from the Sales Order linked to the project so the revenue is going to the specific project. The ability
month end closing
1) May i know how to define an accounting period in zoho? I did not see the configuration in zoho books. Generally we close accounts on a date earlier than month end. So our accounting period is, for instance, June 26-July 24. How can i define each accounting
Overseas bank account
Hello I have a Singapore bank account in S$ which I have connected to my Zoho book. How do I reflect the equivalent balance of that account in my base USD currency? Thank you
Add the new Instant Bank Pay feature to GoCardless integration
Hello, GoCardless has just launched a new feature to collect one-time payments called Instant Bank Pay. This new feature will revolutionize the collection of payments as it is based on Open Banking. Customers who used to pay by credit card, wire transfer
On creation invoice and selectiong Customer, update custom field "Transporter"
we have made a custom field in customer "Transporter" ,When new invoice is created and a customer is selected, i wish to fetch transporter and put it in notes, please reply with the script as soon as possible
Hang on! We're updating your transactions and this might take a while. Please check after sometime Error
When looking at our balance sheet I'm getting a bar across the top of the page that reads "Hang on! We're updating your transactions and this might take a while. Please check after sometime". It also is not reflecting a recent inventory adjustment I made.
Bug: cannot add new contact without email address if portal is active
If I have a an account set up where the portal is already active, and then I try to add new contacts, it will not let me save those until I add email addresses for those new contacts. In many cases I don't have those email addresses, and this is a bit
Berichtstags in Books - Stolperstellen
Wir kennen das alle, hinterher ist man immer schlauer. Das ist unsere Erfahrung mit Berichtstags in Zoho Books. Für das Controlling verwenden wir "Warengruppen" zu den einzelnen Artikeln. Am Anfang benutzten wir die Kategorie um unsere Warengruppen-Struktur
Books API - how to change customerpayments fields of card_type and last_four_digits?
Hi, I'm trying to edit these two fields, card_type (such as visa) and last_four_digits (i.e. 1234) with a PUT request to /customerpayments/{id}. At the same time I'm sending bank_charges (a float, such as 1.23). The bank_charges are saved, but the other
Notifications and Triggers based on Payment Information being updated
When the customer updates their Payment Information (using the Request Payment Information link), I need to: Send notification to the Sales Rep that this step is complete (I can create this in Flow or use any native capabilities) Trigger an update (through
How to trigger a workflow every time a partial payment is applied to an invoice?
I want to run a workflow when a partial payment is recorded for an invoice. This configuration does not work. Is that because a partial payment action is not an attribute of an invoice?
24 hourto12 hour
Hi, is there really no way to change the time format in Books to 12 hour? This is for a custom field in an invoice/estimate template. Thanks.
Multiple exchange rate - AUD to USD
Hi everyone, All our products are sourced from China and we either pay in USD or CNY. This is converted from AUD. For these PO's, we are issued an invoice with 30% deposit and balance paid when goods have been shipped. This can mean a massive difference
does workdrive permissions apply to files imported into zoho books?
Hello say i have imported a file from workdrive into zoho books documents, does the permissions that used to be applied to this file in workdrive still apply in zoho books? or is it that anyone who has documents permissions in zoho books will be able
Set Up Reminders For Recurring Bills
I know how to set up reminders for bills. However, only seems to work on one-time bills. I need a reminder even for recurring bills. How can this be done?
Card on File
I have myself in the system as a test client. as a client, I added a card to run in future Went back in as the business, and made the invoice. While making the invoice, does it not give you any sort of reminder or option to charge the card on file before
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