Manual Journals With Vendors
Sometimes We Receive monetary Credits from The Vendors not related to any bills. These Credits are used in the vedor ledger reducing our payments due. If i want to pass A journal entry with Vendor Account In it to record such a transaction i dont get
Regarding Billing Address should be less than 100 characters
Hi, While Iam posting the records to sales Order throw API iam facing an issue with address like "{"Please ensure that the billing_address has less than 100 characters." but our Project customer is having the address with 100 + characters . So May i
[HELP] Not auto reflected pricebook rate to items when creating a sales order by api
Hi, When I created a sales order by API with the pricebook_id parameter, the created sales order items were not reflected prices by the price book. The requested URL is like https://books.zoho.com/api/v3/salesorders?organization_id=XXXXX with POST. JSON
Push to GSTN (India) not working
Hi all, I am on Zoho books 1 year free plan. I am trying to file GST via Push to GSTN feature. Every time I try it, it asks to enable API access from GST portal. The API is enabled for 30 days access but Zoho Books is never able to access the API. The
TCS under GST for sellers on Amazon/Flipkart
Dear Team, Please help me with how I can record the TCS deducted by Amazon/Flipkart under the GST Act while accounting for sales in Zoho Books. At present, I am using Govt Free Software Scheme. I added TCS CGST SGST & IGST as a sub-account under TCS Receivable
How to record prepayment on an hourly project
I had a client pre-pay for a job. I have no idea how to record this payment in Zoho Books. This is an hourly project. For hourly projects, in order to record a payment, I think I have to create a project, create a task, log some hours, create an invoice
Attaching a file to an Invoice via the API using PHP
Hi, Do you have any examples of how to attach files to an invoice using the API in PHP? Regards
How to create a package if the items are not in Sales Orders
For a project / maintenance / contract If items are not included in Sales Orders. How is it possible to deliver the items from the store for the project / maintenance / contract. How to track to which Project or Maintenance or Contract the Items are issued
Is there a way to mark invoice as sent upon creating it from custom function?
Hi, I am using a custom function to create my invoice. Is there a way to automatically mark the invoice as sent in that custom function, or do I first need to create the invoice and then have a step afterwards to mark it as sent?
Purchase Price Currency Change
Hello Team, We are unable to change the currency of purchase price in items. We import material in Euros and USD and sell in INR. It is impossible to create a PO with the purchase price in INR as it causes a mismatch. Request your help on this matte
How to get Zoho Books Invoice Link to a CRM Field
Hello All, With all the integration available between Zoho Books and Zoho CRM, what we want to do does not seem to be possible through the native integration.o Currently, we have information from Woocommerce sync with Zoho Books. This functionality recreates
Expenses
The payment mode in deluge is always shown as "Card", even if a cash account is selected ? Undeposited funds is a cash account & this has been selected whilst entering the expense - are we doing something wrong ?
PO receive
If we receive a bill before PO items are received we leave it as "Draft" until the goods are received. It would be great to have the option to "open" the bill upon receive as a feature. I have tried via automation but cannot get the required PO status,
Newbie - help with VAT return to get in today please
I have just migrated to Zoho and I am having to learn fast to get my VAT return in today. For some reason the total that Zoho is spitting out for total purchases net of VAT is wrong - it is too low. If I actually manually add up all the net purchases
View Credit Card Expiration Date or date it was added.
When a client adds their credit card with a newer expiration date it is entered as a new CC. There is NO way of knowing which is the updated credit card because all you can see is the last 4 #'s. WHY won't Zoho allow the expiration date to show along
Getting Error -4016
Hello I am trying to create and invoice in zohobooks via api I am getting Error code - 4016 Message - please select an item Code "item_id"= "1156676000001650000","product_type"= "SERVICES","hsn_or_sac"= "998315","name"= "HOSTING", "description"= "500GB,
Correctly importing and allocating expenses
Hi, I'm a sole trader based in Queensland and think I may have been incorrectly managing the account information I've been importing to Zoho Books. I am aiming to establish a single business account and credit card, but for now I am using multiple accounts
How best to add an Item with multiple options that affect price?
I am a photographer and a single printed photo can come in 3 different finishes and each finish can come in 10 different sizes. The Finishes represent a Good, Better, Best model and the price is dependent on the chosen size within each finish. How should
Bug: Estimates created under projects converted into invoices experience issue with items and item header
I am using Zoho Books and I only utilise Estimates, Invoices and at times, Projects feature when we receive big enough projects which require us need to record the expenses and the revenue. I have been experiencing this issue or bug for longest time in
Filter based on "activated/stopped Reminder option" in an invoice
Hello team. I decided to stop the reminders of payment for invoices that have remained unpaid for 3 months. I have a filter to group these unpaid invoices and I have stopped the reminder for each invoice individually (197 invoices in total). After a few
Automated Reminders
I was setting up automated reminders for overdue invoices. I tested with a dummy account, but wanted to make sure I'm correct that when I initially set up automated reminders, it won't send reminders to those already past the trigger date, but only when
Exporting Article list for Catalog
Hello, In Books, I have a list of articles I like to use to build a catalog for my clients (So I can send them a PDF of articles and prices). Does Books as a way to export a custom version of these article ? (custom as which colum to export or what kind
Report sales / item / client
Hello Is there a way to generate a sale report per client and per sales? Basically i want to know exactly what items my client bought in a csv. or xls. format Thank you
Support POS payments
You need to support POS system to be integrated with zoho books and zoho inventory, I’m that close to leave zoho because of that it’s been a long time we asking for this and the competitors are way ahead from you thanks
api calls
Moving all my external code to Zoho deluge, using "connections" When I look at the api usage dashboard, the used api call as of today shows the same count whether "Show only the API usage via Auth Token" is checked or not ! Is this an error, as I believed
Enter key in sales documents
Is it possible to disable the save on enter key ? I've been asked if this can be avoided as sometimes whilst editing, the enter key is pressed by mistake & this auto saves the document before they've finished the entries.. Save only on clicking the "Save"
Opening Balance
Hello Is it required every month we need to update manually in petty cash opening balance in Zoho Books? When we created Invoice for the customer how do we show the commission part if any travel agent booked for rooms and after that only the balance amount
Is it possible to show currency in the Estimate, Invoice, .... ??
Hi, I'm currently testing the Books app. Is it possible to show currency (.e.g. USD, EUR, CNY, ) in the Estimate, Invoice, .... ?? Thanks Amos
Accounts Receivable Account
Hi, When we began with Zoho books, all information was downloaded from Zoho invoices. Opening balances were recorded in Zoho books as at Dec. 31, 2010. For some reason the accounts receivables, as at Dec. 31, 2010 are not showing up on my balance
Zoho Book -Projects
I need to define projects and their tasks in such way that TAX Invoice should be print in the attached format.
Categorising the vendor by items in which he deals
We are running a manufacturing unit for which we need various types of raw materials and other industrial spares. We need to add a column in which we can add various items in which a vendor deals. Also we want to filter the vendors by items in which they
"This user belongs to multiple organizations"
Hi all, I've a "little" problem with books API... I got a token and my organization ID, but any requests (except /organizations) to the APi leads to that message : $ curl https://books.zoho.com/api/v3/users?authtoken=[HASH]&organization_id=[ORG] $ {"code":6024,"message":"This
Bills created but cannot bee paid.
I've been using the basic planner offered by Zoho Books and just now realized that im able to create Bills and Recurring Bills but, I'm not able to pay them because that feature is not available. Now that kinda predatory don't you think? I used the system
Show customer id / number in invoices
I need to list the customer ID in the invoices, is this possible? Would be great if it showed up as a choise in the - Invoice templates - "Add attention content". Any suggestions around this? Lasse Hoydal
Automatic request terminal and mark invoice paid
Hi, I make huge quantities of invoices in Zoho Books (we work in B2C market) and sometimes my colleagues don't mark the good payment mode for each invoice. And, writing the good payment method on every invoices need huge time every days. Maybe somebody
UPDATES
Hi, Could you please advise if any of the following is happening anytime soon. We are at the stage of switching to another ERP but do not want to as we have invested a lot of time and energy with ZOHO and there are many things that we love. Are there
Invoice to Sales Order
Our company is looking for a solution. We invoice and once the invoice is paid we submit a sales order for what is ordered. Since there is no way to go from estimate - invoice- sales order I was wondering if there is a way to clone what is in the invoice
how can i create a refresh_token for Client-based Applications
Good day, i tried to get a refresh_token for Client-based Applications but i,m getting an error that sys invalid client_id but i just copied it but it doesn't work
Customers "Tax Treatment"
There is no Non-GCC option in the Tax Treatment in customer's profile. There are two organizations registered in our Zoho books. In company 2, the option "Non-GCC" is there. But in company 1 (default company), there is no Non-GCC (only VAT registered,
Classification field in Transactions - what is it for?
Hi there, I see there is a "Classification" field in Expenses. But I cannot filter Reports of Transaction List Views based on that field - so what is it for or how can it be used for any real benefit when filtering/classifying transactions? Many thanks
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