Lodging Account
Why is the Lodging account in the chart of accounts a system account that is locked, uneditable, undeletable, and unhideable? That seems excessive.
API access to Price Lists to apply a Price List to an Invoice?
I've read the Books API documents and find no reference to API access to Price Lists. Is it there and I've missed it? Will it be in a future API? Ken
Invoices from Vendors
We often receive emails from print vendors with project that have estimates and invoices included in a PDF attachment. What's the easiest and fastest way to get the PDF into Zoho Books "Bills" section so that we can have a running list of what we owe
Related lists
I have noticed the related lists tab in items & customers only, is this to be brought to the other modules too ? Have been fiddling with it & could find a multiple of uses for the other modules ;-)
How can I embed a live chat into ZOHO BOOKS?
How can I embed a live chat into client portal of ZOHO BOOKS? It is really important for my client to talk with our supports in the Client portal. Please provide me a solution or a way to do that. Thanks a lot!
Making Commission or Referral Payments
Hi All I currently use Zoho books for one of my business' and am thinking of using it for another but the second business is a little more complex. In the second business we make commission payments to introducers of business, we send them a statement
Trial Balance via REST API
I can't see to find anything on the forums or in the rest documentation. Apologies if I missed it. Is there a way to pull a trial balance via the REST API? Is there an endpoint that provides this or two possibly - one for the Income Statement and another
How do I add purchase details under Order Confirmation email?
I could see an Invoice Notification template, but in the email content how can i add more fields related to the order. I dont see those fields listed under 'Insert placeholders'. I want to add fields like product information, quanity, price etc. Also
How to make one online payment for multiple invoices?
Our clients asked if they could make the online payment for multiple invoices in one go? Even though I use Customer Statment to send all invoices in one file, but our clients still need to pay the invoices separately. Please advice, thanks.
How to create Zoho Invoice for a paid order
Hi, I am new to Zoho. I am using Wix for my ecommerce site. I want to know how to generate an invoice for an order thats already paid through Wix site? Under invoice in Zoho I see Terms where it gives options like Due on receipt or Net 15 etc. Shall I
Is there any way to trigger a Books Email Alert via API?
Is there any way to trigger a Books Email Alert via API? Why? cuz reazonz.
How do I get Price Lists via API?
How do I get Price Lists via API? I've scanned this https://www.zoho.com/books/api/v3/ I know how to get Items.
Zoho Books for Mexico
I want to know if Zoho Books is been used in Mexican companies, or if you have a contact in Mexico? Regards. Saulo Tapia
Searching using API
Hi Can you tell me how do you perform a search, using the API over a set of records in ZOHO Books. For example I want to search all Journals that have been modified over a certain date period. All I can see from the API docs is you can get all the journals,
TDS Receivable
Currently info regarding 'TDS Receivable' appears in the balance sheet. Is it possible to fetch a report w.r.t 'TDS receivable' without going through the Balance sheet ?
New Report : A/R Aging Details
Hello Everyone, We are constantly putting our efforts in enhancing our reports section taking into account the feedback we’ve received from you. Following the enhancement we’ve provided in the A/R Aging summary report, we have added a new A/R Aging details report under Reports -> Receivables with the same set of customization options as provided to A/R Aging summary report. This report lists the unpaid invoices in accounts receivables, which can be grouped by customers, sales persons and currency.
Sales Report: Sales by customer by item
Hi, i have a few big clients and I really would need to run a report to see what I have sold to any of my single customers. I would need the Sales by items report, but I would need to see the sellings for each selected customer. How can I see the single
Opening balances
I am having a horrible time! I am bringing in all my opening balances following final adjustments by the auditors! I cannot for the life of me get it to balance, customers and vendors don’t have the opening balance box yet so I have to put in invoices
Italian Tax and Bank support in Zoho Books
Dear Zoho Corp, as Italian users we're growing up quite envious seeing other editions (India, Canada, UAE, ...) of Zoho Books offering a better support for taxation directly integrated, with some even seeming to include the possibility to interface with tax agencies directly. Even more, we see that our neighbourhood country like Spain, France, Austria, etc. could directly easily interface their banks and credit cards with Zoho Books/Expenses. On September 14th, typing "Italy" in the "Add Bank Feed"
Exporting invoices to Excel format
Good evening. Is it possible to configure ZBooks so that this information circled on this image (especially the payment method made, not the expected method, but the method by which the payment was made) are displayed in the Excel file after exporting
Stripe Payments - Exclude Bank Transactions When It transfer To My Account?
We use Stripe with our ZoHo books account to process credit card payments. My problem comes when I send an invoice to a customer and they pay with a credit card through stripe. It all gets credited and such and I like that. But then when I update my
Create invoice from 2 salesorders with custom function
Hello, We want to make a custom function that, when a customer has 2 or more sales orders, create only one invoice instead of 2 (we have a workflow to create invoices automatically from sales orders that have been sent). I have been investigating the
Emailing Invoices Template
Hi everyone, I am trying to change my email template for two types of customers. When I sent an email with the ability to pay by card, through stripe, a big pay now button appears on the email along with a pdf attachment of the invoice. If my customer
Creating sub-accounts to a standard account
I am new to Zoho Books and currently I am preparing the Chart Of Accounts for my organization. I wonder if we can create sub-accounts to a standard account in Chart Of Accounts and do simple addition calculation to these account? For example, A and B
Notice board
Although I made this request many years ago, let's try again..... The notification provided for oAuth is something that would be beneficial to most users, why not make it available as a general & individual user notice? We could use it to : Congratulate
Is it possible to set Estimate/Invoice Status via API?
Is it possible to set Estimate/Invoice Status via API? To support an automation, I need to change the status from Sent back to Draft. THEN: I need Books to set the status to Sent when I re-send the Estimate.
Item rate base cost plus additional per linear foot
Hello, For many of my service items, I would like to have a rate of a base $ plus additional cost per linear foot. For example, install baseboard at $200+$5/LF. Is this possible with Zoho Books items? Thanks Eric
data import problem customer doesn't exist
Hello, I have again a problem, I can't import my data in ZOHO using YOUR file in xls ... this is very crazy. I want to import my data list using the same template that Zoho provide like example. So, I want import data because there is NO contact in Zoho..
Associate specific Price List with CRM Account
Is there a way to associate a specific Price List with a given CRM Account?
How to Generate Customer Journal and Ledger
How to Generate Customer Journal and Ledger
Credit & Debit note
Hello Team, I am new to Zoho books and my business is also new. I have the following situation. I am supplying some UPS battery to my customer. Lets say (for ex.) it is one lakh INR. At the same time i am buying back the old battery that the customer
Free text and alternative line items
Is there really no possibility to add free text and alternative line items to quotes and invoices in Zoho Books? I haven't seen any software before, where you can't insert this!? We often have the requirement to insert additional texts between the articles
Create Invoice API returns {"code":4,"message":"Invalid value passed for JSONString"}?
https://books.zoho.com/api/v3/invoices? Why do I get a {"code":4,"message":"Invalid value passed for JSONString"}? { "customer_id": "1305319000000146080", "contact_persons": ["1305319000000146082"], "invoice_number": "INV-00005", "reference_number": "123459898",
Zoho Books sharing estimate link from deluge script
Hi Team, I want to grab the estimate share/acceptance link via a script, e.g the one that emails out to the customer. Where is this variable/API stored. Example: https://zohosecurepay.com/books/<mycompany>/secure?CEstimateID=2-c11068f4d4dd484f80137
How do I get a invoice url through api?
Hello! I am trying to see how I can generate a url for an invoice via api to create a button on CRM to generate a link.
Zoho Books Auto Sign Out
My Zoho Books automatically sign out every month, please describe the reason why it sign out? and give an adequate solution.
Zoho Bool API to fetch Settings
Hi Team, Is settings data exposed via Zoho Books API? Regards Satheesh J.
receivable statement with unused credit
We are unable to generate a receivable /payable report where we can get unpaid invoices/bills with unused credits. It happens many times that we have to keep unused credit without matching it against invoice/bill until full and final settlement. Tally
Invalid value passed for Email Address
Trying to use "+" in the email address while creating a contact with contact person in the create contacts API, I am getting { code: 2, message: 'Invalid value passed for Email Address' } example - email: test+test@test.com https://www.zoho.com/books/api/v3/#Contacts_Create_a_Contact
Swiss amount format
Hi, I like to import my bank statement into books. However, there is a problem in the amount format suported by Books. The swiss amount format uses single quote as thousands separator. This quote is not available in the format list. Is there a preferences
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