Zoho Books Reports: Inventory Summary Reports - Add Item Category as a Column & Make Item Name a link to its product page
I run inventory summary reports frequently. All our items are assigned a category however the category does not show as a column. It would be hugely beneficial to have the Item Category as a column rather than lumped in with the Item Name. If you "group
There was an error while connecting to GSTN
I trying to file the return but not able to connect with GSTN portal have already checked filing period all is correct but still not able to file return. Pls inform when this will resolve
Error in Journal Upload "Invalid Vat Treatment"
My upload .csv includes a Column for Vat Treatment which is populated with "United Kingdom" which is one of the two options when processing a Manual Journal, the other being "Overseas". What should the Input text be if not "United Kingdom"?
How do I add a furlough payment from hmrc
Hi Please can someone advise how I record a furlough payment from HMRC in my Zoho books?
Banking Permissions - Transactions vs. Viewing Balances
Here's an idea for an additional layer of permissions. Under the permissions for Banking, it would be nice to have a yes/no option for allowing the user to see account balances. The use case here is that we have bookkeeping users that need access to banking
Tax Preference for Customers is unavailable
Hi, I'm trying to set up tax on my customers according to this link: https://www.zoho.com/books/help/sales-tax/#associate-tax-for-a-contact but when I edit a customer, I don't have a Tax section at all... At this stage, I have to manually choose a tax
How to record advance payment received from customers in previous year as opening balance for new year?
I am able to create debit balances for customers as opening balance, but how do i create a credit balance for a customer? Some customers have paid me in a previous year and their opening balance will be credit and not debit. When i try to import csv with
My Contact Information Doesn't Show Tax Preference
Hi Folks, My largest customer is tax exempt. I do not see the "Tax Preference" in the Other Details part of the Edit Contact page (as shown on your video). Can you tell me how to access this? I am just realizing that I can make it a preference. My contact
Transfer between balance accounts
I need to transfer money from one account to another. The reason is that in Argentina we have several retentions on taxes and I want to Split the retention to reflect each retention in its own account.
Change in behavior: Deluge scripts written in Books recently only trigger from actions taken in Books instead of actions in any related app.
Hello, Until recently, (if I'm correct) you could simply write a single Deluge customization in Books or Inventory that would trigger regardless of whether the associated record was created (or edited) in Books, Inventory, or Commerce. Sadly it appears
One Vendor Invoice with three payments schedule
We would like to have have visible in zoho that a single invoice from our vendors could be paid multiple times (2 or 3 times) and each payment date to be visible in the vendors invoice panel. Now is not possible as we can only determine 1 specific payment
Getting Zoho book auth token using PHP
Hello, I am working on a PHP script to sync the invoices from our portal to Zoho Book. Can someone please help to get the auth token using PHP ? The script will be running daily cron. A sample code will be more useful. Thanks in advance.
Allow organizations to select release times for recurring invoices
Currently when I have an invoice that gets automatically created from a recurring Invoice, it gets created at 6am on the date of scheduled release. Is there any way that we can have the flexibility to change the time of the day at which an invoice is
Should Amount in Bank reflect manual statement uploaded?
I have a question about the Banking section. If I am manually uploading statements rather than an automatic feed, should the Amount in Bank reflect the transactions uploaded? Or should it always show zero because there is no feed? Currently, my Amount
Custom fields checkboxes are not boolean in Zoho Books
Hello all, Today I discovered a very strange and curious thing I think it is worthy to be shared with all developers: in Zoho Books, checkboxes created as a custom field dont return a boolean value, they return true/false but as a string. I was trying
How do I deal with a recorded cash transaction in "Bank" A and a literal cash deposit in Bank B which refer to the same physical money?
I have a Bank, Wells Fargo, and I physically deposited cash into the ATM. This cash is a lump sum of transactions that were made throughout the day. I import my bank statement into Zoho. I record all cash transactions on my Woocommerce WordPress website.
Stripe and multiple clients
I recently started using Zoho books and am going back to categorize expenses from this year. I have a deposit where 3 separate clients paid via Stripe on the same day, so Stripe sent the transfer to me as one payment, instead of 3 separate ones. Since
How do I deal with Payment Gateway transaction fees?
I don't see any way to show a full transaction amount minus the bank transaction fees. I use Venmo, Square, PayPal, and Stripe to accept money. All 4 gateways take a transaction fee. I need to figure out how to import the entire amount I received from
Why is my invoice Address formatting messed up?
I tried adding some additional information to the address bar in Setting>Preferences>General, Organization Address Format. I clicked on the 'Insert Placeholders' dropdown, and added the extra information needed. Whever I did it messed up the formatting
Opening balance and other basic use questions. I'm a beginner who could use some help!
I'm keen to get my small business accounting in order through using Zoho books. It looks like it offers many powerful features. I watched many of the starter tutorials, and much of it made sense. But also, there is a fairly substantial level of assumed
Why are there some deposit transactions I cannot delete?
I connected my bank account and it imported some of the transactions from the last few months. I cannot delete two of these transactions, and can only exclude them. How come? I imported another seperate bank account and could delete all the transactions
Item profitability
Hi, I want to calculate my item profitability. I haven’t tag facilities related to free trial for 1 year. Is there any I can calculate my item profitability?
How to fetch data from Zoho Books to Zoho Creator? 200+ records
I need to fetch Data from Zoho Books to Zoho Creator. How to get Invoice, Estimate, Customer data? How to fetch 200+ records? unionwells Through single API call we will get only 200 records.
Converting an expense in to a bill
A feature to convert a recorded expense in to a bill would be great. A recorded expense may later become a bill may be because the expense is very large or it was recorded as an expense and given a bill later. Then this option would make it seamless
Export Itinerary Items to include Cost Price
Hello, I would like to export a list of all inventory items to include the cost price. Currently, when a report is generated in Zoho Books > Items, the following information is included: ItemCode ItemName PurchasesDescription PurchasesUnitPrice PurchasesAccount
How to set metric system instead of imperial ?
Hi, In Zoho Books, when editing estimate templates, measurement are in inches, not centimetres. How to use the metric system, as we are in Europe ? Thanks
{"code":6024,"message":"This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName
Hi I have multiple organizations and im trying to list the contacts of a certain organization using the below api request: curl https://invoice.zoho.com/api/v3/contacts?authtoken=XXXXXXXXXX&organization_id=YYYYYYYY but im recieving the below error:
IMPOSSIBLE to restore Backup
As usual, there is no way to restore the thing that you guys say is a backup - it's not. It's a random dump of data that can, with hours of work, get you back to CLOSE to where you were before everything was deleted. Here's what's missing: The ability to restore a backup that you say is a backup (A backup is what you use to get your system back up. That's why it's called a backup) Data is missing from the dump (It's a dump, it's not a backup). At least taxes, I'm sure I'll find more as I go through
How NOT to Include Bank Charges in VAT Return? UK Area
I'm linking Zoho Books to HMRC for VAT return. But Zoho Books have included Bank Fees and Charges in VAT return, which in UK should be VAT exempt. I attempted to change the properties of the Bank Fees and Charges account in Chart of Accounts, but to find
Écritures comptable liées à l'inventaire
Bonjour, L'écriture automatique lors des achats est la suivante Inventaire (système) Compte fournisseurs Taxes à payer Il faudrait qu'elle soit Inventaire (système) Variation d'inventaire Achat Compte fournisseurs Taxes à payer Ou simplement Achat
GL Account determination
HI All, We are in middle of migration from our old account software to new one, today we have three sub GL accounts under Sales (Revenue) GL Account which is listed below. Sales Domestic Sales International Sales Rental Revenue For 3rd one (Rental Revenue),
BY PASSING MANUAL JOURNAL ENTRIES , THE EFFECT OF CREDIT NOT REFLECTING
SALARY ADVANCE DEDUCTED FROM EMPLOYEES FROM THEIR MONTHLY SALARY AND NETT SALARY PAID / CREDITED TO THEM . WHILE PASSING ENTRY FOR THE SALARY PAYMENT ,THE AMOUNT DEDUCTED AS ADVANCE FROM THE EMPLOYEES NOT CREDITING TO EMPLOYEES PERSONAL ACCOUNT . WHILE
Summary of HSN in Invoice
I want to have a summary of taxes for all HSN code items in the invoice.. like this sr no. - hsn code - total value - taxable value - sgst - cgst - total how to achieve it ?? How can i get it along my invoice a//
Queries regarding overseas branch addition
Hello Team, I went through your membership plan and as per our company's requirement, most of our needs will be fulfilled by Standard Plan. In addition to it have certain queries, which are following: 1. Can multi currency invoicing be done in the Standard
How to record GST amount for Value of Service on Inward remittance charged by bank
Hi please advice I have a situation. 1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But CGST
DEBIT/CREDIT BALANCE OF VENDOR NOT REFLECTING IN ACCOUNT RECIEVABLE/PAYABLE
WHILE MAKING ENTRIES FOR OPENING BALANCES IF ANY OF OUR CUSTOMER'S BALANCE IS IN CREDIT IT IS NOT REFLECTING IN ACCOUNTS PAYABLE. WHILE MAKING ENTRIES FOR OPENING BALANCES IF ANY OF OUR VENDOR'S BALANCE IS IN DEBIT IT IS NOT REFLECTING IN ACCOUNTS
Problem with getting OAuth Code from API call with Postman
Hello, We are using zohobooks in our .net Web API project. Try to implement OAuth 2.0 with self client registration. We get an error on Get Authorization Code with api call from code part / post : "Invalid Redirect Uri Redirect URI passed does not match
Zoho records Import VAT incorrectly
So Zoho has added the capability of recording Import Vat against an overseas bill. However, this import VAT has the same monthly exchange rate as the bill. This is incorrect. If a bill is received in a different month to the receipt of goods which is
#5 Zoho Books Digest
Hey everyone! I hope you are doing well. We are back with another edition of Zoho Books Digest! Here's what we have in store for you: Upcoming webinars: Sales and Use Tax Changes, Presented by Avalara's VP of U.S. Tax Policy, Scott Peterson (For US Audience)
Zoho Finance Bug: Users name does not show correctly when you click "Zoho CRM" link for contextual side panel within Books
Never too sure where to put these posts. I've settled on CRM forum as it's in that context where this bug apprears. To replicate scenario - In the CRM leave a note and tag another user on a Zoho Finance record - In Books open the corresponding Finance
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