Bank aba File to upload to Australian Online Banking
Can Zoho Books create an aba file to be uploaded to our Australian bank's online platform so we can transfer payments online to suppliers?
How can i upgrade my subscription
I do not have option to upgrade , how can i upgrade
You have to apply Zero Rate tax to an export transaction
Does anybody knows how to provide a Zero Rate tax in Zoho API? Source
SEARCH ITEM USING "CONTANS" FUNCTIONALITY IN ZOHO BOOKS WHILE CREATING AN INVOICE
Use case- let's say the Item name is- "A ( B ) A - Beauty & Care:Antioxidant Booster" I want to create an Invoice and I will choose an Item by typing "anti" and the above item should appear. Right now, search does not show anything while creating an invoice.
Zoho Books time tracking & user permissions suggestions
Hello, I am starting to finally utilize the Zoho Books time tracking functionality with employees. While a novel endeavor that I want to continue using, I find it very limiting at the moment and have some suggestions. 1) Why does all time entry have to be tied to a project? I work with sub contractors that need to be enter time for invoices they work on without having a project/invoice setup yet in the system. This also leads me to go onto my second item... 2) How come there cannot be more granular
#9 Zoho Books Digest
Hello readers, Hope you all are keeping well. We are back with the 9th edition of Zoho Books Digest. Here's what we have in store for our community this month. Upcoming Event Title: KSA E-invoicing Seminar Description: Zoho Books is coming to Saudi Arabia!
I charge customer a "shipping charge", carrier charges me that total. How do I correctly journal...
As the title mentions, for example: I charge the customer $100 for shipping on the "shipping charge" box on the invoice. I receive a UPS bill for $100 that I mark under the postage account in expense. In the journal, I will see the $100 which will be
Print & Template of Goods Receive
There is no Template to print Goods Received. If you can't make or of it will take time for you guys to develop the same. Request to make us enable design our own Template through HTML Editor. Out businesses faces problems due to your system.
Expense Templates
There are no Template to print Expenses. This is really basic thing for any kind of Accounting software. If you cant make the same request you to enable some editor such as HTML editor. So we can make by myself. Please don't advice to take direct print,
COMMISSION ON SALES
Hello how do i record a sales commission deducting TDS @0.5% to an individual.
Zoho cretor + zoho books integration
So been given this recent task, create a form for new customers and integrate it with zoho books. I know almost nothing about Deluge or zoho platform. anyway this is what i have achieved so far: 1-Create the form ✅ 2-On form submission->create new contact
How to Close Labor PO
How does one force close a labor PO with un-billed items? Example: I have issued a PO for 120 hours worth of work to a contractor. They complete the job and bill us for 118 hours. The PO is still open in our system, and I can't find a way to close it
Workflow automatin after Email is sent
Hi When an email template is sent (or an email is sent) from Sales order, can i automatically register a field in the sales order to indicate date email was sent (or status of sales order Email has been sent YES/NO and recipient email or name field also
shipping note
Hello, I would like to know how to create a delivery bill. Namely, I made an offer to a customer, which he accepted. Now we have started with partial deliveries. For this I would like to send him a delivery bill, which he can sign. How do I do that with
Expenses VAT Import
We use external receipt system for expenses and recently started recording the VAT - I cant find any way to import the VAT on expenses import - is this a missing feature? Some have no VAT on and some different rates so we cant just add VAT on all on
Bill Function
Hi I don't seem to have Bill function under purchases, only the Expenses option. How can I record a Bill from a vendor that will be paid in 30 days ? Thank you in advance
E Way Bill Generation from Zoho Books
If I have Invoice which includes Goods and Services both. For example 4 type of Goods and 1 Service (say Freight). When I generate Eway BIll for the same, it includes service as Quantity. It shouldn't happen. Eway bill is only for movement of Goods. This
API Authcode
How to generate API Auth Code?
delete offset account amount
have entered an amount in the offset balance account when setting up by mistake. i want to delete the amount and make it zero. I am not importing files i am entering values manually. how do i do this
Is it possible to check pricelist's members?
Is there a menu or report to check the customers for each pricelist? for example pricelist 1 consist of customer A,B,C, pricelist 2 consist of customer D,E,F, etc?
How to add job site address to customer contact records and invoices
Hello All, We perform jobs in many states for the same customers who send us to those multiple addresses. We need to include the address, and several other custom fields to the invoices and we need this information to be reportable. We need to be able
E-Invoicing in Saudi Arabia
Which Edition of Zoho Books is compatiable to Phase 1 and Phase 2 of new E-Invoicing system introduced in Saudi Arabia from 04-12-2021 by Saudi Tax Department ?
quote - template
Hi, is it possible to create some quote profiles or templates? (not the design!) We're selling multiple products which 10-20 SKUs per offer. So it would be great to create such templates. Right now we are "cloning" existing quotes. But that is not very
What's New in Zoho Books - November 2021
Hello customers! As we are inching closer to the end of this year, our team at Zoho Books is as thrilled as ever to bring you the latest round of new features and enhancements. From adding reporting tags for credit and debit accounts to revamping the
Automate creating of sales order in Zoho Books
I need to automate the process of creating the sales order in Zoho Books when data is written to a particular collection in Firestore or when a new row is added to Google Sheets. Zapier does not have this feature nor does integrately. Is there some other
create and send sales order automatically when quote is accepted?
How can I create and send sales order automatically when quote is accepted?
Importing Vendor Bank Account info from Zoho CRM to Zoho Books
Hi Team, We have many customers that are also setup as vendors in Zoho CRM. We have started to sync the CRM Vendors module with Zoho books in order to make payments to them using the Forte integration. We already capture the vendor bank account info in
Download invoice attachment using API
Hi, I am trying to download invoice attachments using API. I was able to fetch list of files attached with an invoice following API guide (using `documents` property). But I am unable to generate/fetch any url that downloads the attachment. How to generate
How to get remaining records which we can't fetch through Single API call in Zoho Creator?
I am fetching data from Zoho Books to Zoho Creator using getRecords() but I am able to fetch only 200 records. How can I fetch the remaining records (Suppose I have 300 records, through first call I got 200 records, How to fetch the remaining 100 re
Multiple Outstanding Invoices, 1 Stripe Payment (How?)
Hello! I have a customer with multiple outstanding invoices. They have just added their payment details to their account. I can now open each invoice and have the option to Charge Customer I have looked in other areas and I can't see an easy way to display
Delete purchase order
Hi, Accidentally done action as received. While deleting the purchase order, received an error " Purchase orders that have been partially or fully received, cannot be deleted". Please help how can i delete it. Regards, Hemnath.D
How to find the zoho books template_id for the bills
I was using the create Invoice api in zoho books to create the invoices but I cannot find the template_id for the templates in my portal. Kindly let me know where I can find the template_id for the invoice templates in zoho books dashboard
Reimbursable Expenses
We being freight forwards pay multiple expenses on behalf of customers and charge them on actual. like Port charges, THC, Inspection and some time even Custom duties. How to record these reimbursable expenses, if the same was billed to us through a vendor
Give discount, but still show original price
Hi, Wondering how to have my invoice/estimate show the total item price, then discount, and then amount due. Right now it will only show discount and amount. Example. $300 line item. It shows discount 10% amount $270. I want the customer to also see that the original price was $300, not only the discounted price. Any help greatly appreciated :)
Simple script to update item prices to match latest bill
In case it gets lost in the previous thread, as I could see it had a lot of views ..... If you want a simple function to update the item purchase price to the latest bill received then you can use the following to accomplish this.... Custom function for
Invoice template - Amount in words doesn't include currency
Hello, We need to show the total amount in words for each invoice. When we checked the option "Show amount in words " in the total section of the invoice template, it only shows the amount with no currency. As shown in the screenshot below: The language we use is French and the currency is DZD (dinar algérien). It should show : six cent soixante-deux dinars algériens et soixante-quinze centimes Is it possible to add the currency? Or maybe use a custom function? Thank you, Regards
Is there a way to sync data in Zoho analytics with Zoho Books using the Zoho API?
We've got invoice data in Zoho analytics in a standard table, with invoice numbers, customer numbers, amounts etc, but ideally we want this data in zoho books. Is there a way to use the zoho API to copy this invoice data across into books? page
Opening Balances
Hi there, I am new to Zoho Books and am just learning how to use it. I have a problem around opening balances and reconciliations. I have input the opening balances into my bank accounts manually, however, when I click on confirm, I get the following
Bank reconciliation
I am trying to do a bank reconciliation for the first time, but I cannot get the numbers to balance, even though I have manually checked each entry multiple times. I don't understand what Zoho is doing "behind the scenes". Why is my opening balance
One Project - Many Customers & Suppliers
I run events and need to be able to set up one event and invoice many clients. I will also receive many supplier invoices. Is there a way to create an event (e.g. projects) and apply invoices for different clients and from different suppliers to track
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