TCS Setup
TCS ruling is to collect TCS if your turnover has exceeded Rs.10 crore in the last financial year AND the invoice value of sale to a customer exceeds ₹50 lakhs in the current financial year We are a new company and had RS 0 Sales last year. So how do
multiple prefix for invoicing( cash bill and bank receipt bill)
sir, we have started the zoho books billing recently with test in standard plan.but unfortunately we are facing a problem in invoicing i.e two prefix bills . one for cash bills and other from the bank receipt (credit billing ). Is this option is
Where to get Fiscal Year Start in the Books API or other API
I would like to read the fiscal year start month from the Books API endpoint, but I cannot find it. Where can I find read the fiscal year information from the API endpoint.
Export ZoHo audit trail to Excel
I'm a Sage 50cloud user and make a lot of use of the Sage function to export the entire audit trail (all transactions) to Excel which enables me to filter eg by VAT period. How do I export the entire ZoHo Books audit trail to Excel to enable me to filter
Bulk Update of Tags by Bank Account
Would like to be able to bulk update reporting tags based on balance sheet or expense accounts. Many entries are recorded without a tag and going back to correct is impossible. Bulk update of reporting tags for the USA would be great given that branches
how can I reset my Zoho Books account ?
After finish testing in books, I want to start again with real data.
Header Line in Quote product rows
I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title
Cannot create Sales Order in Zoho Books Android App
Hello, We are having a big problem with the Zoho Books Android App. When you go to the Client View and we want to create a new sales order we cannot do it, we can only create invoices, estimates, payment links, payments and expenses. I am attaching the
VAT transactions input after VAT return filed
In the UK, if a business discovers a VAT transaction has been accidentally omitted from a VAT return that has already been filed with the tax authorities, the law permits the business to include that omitted transaction in the next VAT return. For example,
create jounal error
{
"code": 1048,
"message": "Sorry, there was an internal error. Please contact {0} for assistance."
} getting this dont know why?? data = { "journal_date": "2022-07-12", "reference_number": "7355", "notes": "Loan repayment", "journal_type": "both",
Partially received PO items to partial bill
What is the procedure in Zoho Books to receive a partial PO fulfillment (say I only get 3 of 5 items I ordered), and copy that to a bill. Also, when I do get the other 2 items I want to then close out the PO and create another bill. A similar question
What if buyer and consignee are different?
Hi, I would like to know how to create invoices by seller if buyer(payer) is different from consignee(third party from another country) Create bill of lading etc
AttributeError: 'str' object has no attribute 'get' in django
I'm having this error while connecting my Django project with Zoho Books via API. From the first function, page will redirect to another URL on that URL an Authorization Code will be there in URL parameter so I need to access the code in the next function
Compound Taxes in Australian version
Hey guys, I deal heavily in WET tax which is compound taxed by GST. Currently the Australian version of Zoho Books does not allow this feature and I have to include WET in my COGS which throws my P&L reports completely. Can you please simply include this
Please add organisation id to invoice link, and switch to proper organisation
I have serveral organiations to manage. Each time customer support sends me a link to an invoice, it looks like this: https://books.zoho.com/app#/invoices/1673423000xxxxxxxxx?filter_by=Status.Unpaid&per_page=200&sort_column=created_time&sort_order=A If
ZOHO CRM Opportunity "Closed Won", to create a ZOHO BOOKS Sale Order instead of an invoice
Dear Sirs, When I select an Opportunity to "Closed Won", Zoho CRM, creates an invoice in Zoho Books. Please, any advice, to create a Sales order instead an invoice in Zoho Books? (when I select "Closed Won"). Thanks, Gonzalo
How can list invoices from a customview through API?
I can do it listing sales orders, but with invoices adding customview_id in the URL does not work
Contact Name is Books from CRM
Hi, Is there a way that I can put the attention name in books estimate and invoices with the contact name of my deals in CRM?
Recurring Expense OR Recurring Bill
I see multiple topics from years ago (when there was no "Recurring Bill" yet) and also articles in KB to say the difference between Bills and Expenses. But now that we have "Recurring Bill", I'm a little bit confused. What is the suggested category to
Adding Manual Journal entries for Account Payable and Receivable.
Hello, We are new user of Zoho. We are migrating from Sage to Zoho and i added opening balance of Accounts payable as per previous years. When i tried to add journal entries of account payable in zoho i got message that i cant add by manually. I already
Disable Customer Vendor Portals
Hi, is there a way to disable the customer and Vendor Portals in the system. We have seen the option to not enable this when creating Customers and Vendors. However, we want to disable this across the board so that it is not turned on by mistake. Is this
csv upload of mileage (UK)
Hi the help files aren't very detailed on uploading csv files for bulk expenses. I'm getting there very slowly with trial and error, but the system only tells me one reason it hasn't accepted the data each time, so I have to fix one thing and try again.
No Qonto (bank) integration ?
Hi, I was trying to integrate my Qonto bank account into Zoho Books and I discovered that this integration seems to not be possible for the moment. I'm surprised because it's widely used here in France (more than 20 000 clients). Is this planned to be
Währungszeichen bei benutzerdefinierten Feldern vs. Standard-Währungsfelder
Wir legen in den Einstellungen eines Artikels ein benutzerdefiniertes Feld m Typ "Währung" an. Dieses Feld wird z.B. in den PDF´s ausgegeben. Da bei diesen Felder nun das Währungszeichen mit ausgegeben wird, müssen diese Felder Editor (PDF) breiter formatiert
How do I programmatically set the payment_options?
Here is the value of payment_options/payment gateway json from a manually created invoice. The payment options works. What is the syntax to set these programatically? "payment_options": { "payment_gateways": [ "{\"configured\":true,\"can_show_billing_address\":false,\"additional_field1\":\"standard\",\"is_bank_account_applicable\":false,\"can_pay_using_new_card\":true,\"gateway_name\":\"paypal\"}",
'Contacts' menu item not showing up in the left pane or under Preferences - how do I enable it?
'Contacts' menu item not showing up in the left pane or under Preferences - how do I enable it?
Returned to Supplier stock affecting COGS
Hey everyone, Within my operation we use a number of products as sample stock. I often use this stock (at my suppliers cost, not mine) as samples and do an 'Inventory Adjustment' to update my stock levels. Every time I put this through it adds onto my
Tags for Manually-Entered Transactions - UI Behavior on Pressing 'Enter'
This morning I noticed an update to the interface, which makes it possible or easier (not sure which) to apply tags to many transactions entered at the account level. That's a great improvement, and I think many people will benefit. What isn't so great
How to record yearly subscriptions (software, eg Adobe Creative Suite)
Hi there, I'm looking to record subscriptions that renew annually. Things such as software etc like Adobe Creative Cloud or similar. Currently, I chose the annual subscription option rather than monthly as often there is a discount available. To keep
Please remove the system check that validates the payment gateway from Deluge
Hello, I now have two custom functions that are unable to function across certain ranges of my Invoice history because Books won't permit updating a past invoice in either of the two following conditions: A). The invoice was charged through a Payment
Reconcile items not done correctly
I had some one reconcile my bank account within zoho books, and I noticed I have an invoice outstanding that was paid in May 2022, what is the best way of removing the transaction the bookkeeper added so I can appropriately put it against the customer
Sales Order Form not accepting valid 4 digit HSN code
As seen from screenshot below: https://prnt.sc/SXMDgn3cpNxN It is asking me for a minimum 6 digit hsn/sac code. In my items settings, I have preferred a 4 digit code as seen in following screenshot: https://prnt.sc/247hX0Y4gkxc This problem is pertaining
What's New in Zoho Books - June 2022
Hello users, We hope you are doing well. We at Zoho Books are constantly trying to enhance the app and bring in new features to meet your accounting needs. To achieve this, we are back with yet another set of updates to Zoho Books. Before we dive in
Zoho client portal "name already taken"
While attempting to create a Zoho books account and to start off the 2-week trial. I was sent to a "let's get started page" where I am to enter my organizational details. All is fine except that I was given an error that a portal with our organization's
What's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning Initially
Convert Custom Field
Can I carry over the values in a Custom field in Sales Orders to a Custom field in the Invoice when the Sales Order is converted to an Invoice?
Books Price Lists API
Hi, I notice that in the API documentation the Price Lists API is noticeably missing and sure enough if you try to reach the api at /pricelists/ it fails with 404. Why is this not available. I mean, it's not very useful to be able to get items but not
Difference between Standard Plan and Government GSTN Plan
Hello, This question is related to Indian Users as Zoho provides a special GSTN plan for small businesses for free in co-ordination with Indian Government. I would like to know what are actual differences in features in the Standard Plan (₹749 /org /month
payment_terms API
Hi there, There is no document about payment_terms API in https://www.zoho.com/books/api/v3 But we can use it by https://books.zoho.com/api/v3/settings/paymentterms I hope it's your help. Thanks
Trigger an Email when QR code scanned.
I am wondering if a specific email can be triggered when a QR code is scanned ? Kindly let me know if possible. We are wanting to automate our supplies so the staff can scan a QR code and that will trigger an email to the supplier ordering the things
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