Help with Security Deposits
I can't find a way to deal with security deposits correctly. I need to be able to categorize money that comes in as a security deposit so it doesn't show up as income. I need to be able to move money at a later time frame from that deposit into a category
accounts mapped to "Shipping Charges", "Adjustment," "Shipping Cost," and "Discount" fields
I wish we were allowed to choose which Chart of Account accounts were mapped to the "Shipping Charges" and "Adjustment" fields on Invoices and to the "Shipping Cost" and "Discount" fields on Bills. Currently all of these fields are hardcoded to either
Zoho Books PCI Certification - Stripe
Has anyone been able to achieve PCI compliance with Zoho books and Stripe as the payment gateway and merchant account provider? We have received notification directly from Stripe that Zoho has not completed their requirements in regards to being a service
Opening Balance sales
Helo, How can i edit sales opening balance? I have migrated from wave to zohobooks last month. i have manually inputted other opening balances such as bank but can seem to do same for sales. i only see the opening balance in my Profit and loss .
Feature Request: HIPAA compliance for Zoho Books
There are some old topics around this idea in the Zoho community, but all of them are at least 2 years old. There is NO HIPAA compliant accounting or invoicing system available for health professionals that isn't either a) exorbitantly priced, or b) only accessible by buying into a bloated practice management system (see option "a"). Zoho has previously mentioned that full compliance was part of the plan. It's been YEARS now. Please, please implement this! Thank you!
Budget Or Inventory tracking
Hey guys, Why we can't have both? I want to do the budget for all of my departaments, but I can't choose to What account that cost goes once that I enable the track inventory. Anyone solved it? I understand budget and the report as money spent track,
Custom items export
Hi, Has anyone had issues with custom exporting in ZOHO books? I need export specific items, but both the current view export and export all doesn't work for me. Anyone got a solution?
IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurring
Ability to change width of address box in PDF Templates - Header Section
In the PDF templates there should be an option for the Header where you can specify the width of the box that holds the address. We have sometimes addresses that are long and it breaks the line and puts them in the next line. if you could specify the
API call for Phone number in Create contact
Hi There doesn't seem to be an API call to enter the Phone & Mobile numbers when creating a Contact. Phone number is available under Billing Address, but I need the ones that go with the main Contact details (not Contact persons) along with Email, Website,
Filter Invoices By Multiple Criteria
Hello, Can you get a list of invoice using the API using the filter_by parameter and multiple criteria, such as Status.Unpaid and Status.Viewed? I tried "filter_by=Status.Unpaid,Status.Viewed" and the system responded with an error about value being
Update Custom field on Estimate when accepted
We would like to perform a field update on Estimates when the estimate is either marked accepted or Declined. We initially looked in workflow rules but these do not seem to be triggered based on a document status change. Would this be something we would
Linking BOOKS Estimates to a CRM Potential - Not Possible?
It seems that the only way to 'link up' a CRM Potential and a BOOKS estimate is to crate a new Potential. Suggestion: Add a function that allows a CRM user to select any BOOKS estimate, or perhaps multiple estimates, and link it to a Potential for the same Account/Contact.
Incomplete bank statement uploaded
We have recently moved to Zoho Books from another accounting package. We imported all estimates, invoices etc. and also imported bank statements going back to 2013. However, for one of the bank accounts, the transactions imported appear very incomplete.
Does ZOHO Books support automatic bank statement retrieval
Hi, Like QuickBooks, soes ZOHO Books automatically imports bank transactions and Credit Card transactions and reconcile it automatically.
Discrepancies in closing/opening balance after Wave migration
Hi there, Completely new to Zoho Books and have been an extremely lazy individual when it comes to bookkeeping and anything finance-related! I've been using Wave for a couple of years, mostly to invoice and upload statements to understand the business's
Send a lead an Estimate in Zoho Books
How can I send a lead that is in my Zoho CRM an Estimate from Zoho Books???
payments received Resource does not exist'
when I import payments received in zoho, it doesn't accept the Payment Number error- stating 'Resource does not exist'
Export Invoice: Data separated by items
I was trying to export invoice data, and use the data to verify payment in spreadsheet. I found the the invoice was separated in rows when the invoice have multiple items. In the other words. Please refer to the attached images. Is there any option to
Calculator in Input Form
In Quickbooks (desktop, at least), when one is entering a number in the register or any other input, you can do mathematical operations (e.g. adding, subtracting, multiplying, dividing), and upon pressing enter, the final result is put into the form.
Invoice billing_address and shipping_address are empty when using custom button
I have created a custom button in books for invoices, and there is the parameter invoice as map. However, the billing and shipping adresses are empty when executing: info invoice.get("billing_address"); info invoice.get("shipping_address"); Output: {"zip":"","country":"","address":"","city":"","phone":"","attention":"","street2":"","state":"","fax":""}
How to remove remove duplicate contact persons
Is there a way to de-duplicate contact persons within books? Or any way to bulk manage the contact persons who have invalid data via API? Using the CRM / Books integration and running into lots of issues with duplicate contacts and bad contact info. I've
Date Entry Field
We're trying to switch over from Quickbooks, and there's a minor annoyance that keeps being brought up regarding date entry. Quickbooks allows one to type in the date with no spaces, slashes, dots, dashes or whatever and then is smart enough to be able
AutoGen + CustomGen Document Numbers
Hi, I'd like to be able to create my own Sales Order numbers and Invoice numbers in addition to having the system auto-generate as well. This use-case would be when creating Sales Orders or Invoices (Or any other type of document for that matter) via the API. So I use the API to create a document, and because of that, I can assign a document number from my end because the document is being created externally. But if I create a Sales Order, or Invoice directly on Zoho Books, it must then auto-Generate.
Sales person payments
Hello, I would like to know if there is a way to record and calculate payments received by each salesperson or contact owner. Thanks
android app vs IOS app interface
I've just moved over to android and the user interface on the android app looks completely different. The IOS app allows you to navigate easily around most functions however the android version most functionality has to be accessed via the drop down
Recording Payment with service charge (not bank charge)
I have frustration on recording payment for invoice. So the process flow is I issue invoices, then customer pay to a payment platform called ExpressPay (Wechat Pay), then I have to manually record the payment. Meanwhile each payment cost 1.2% of the
Updates to Rates Not Pulling Over from Zoho Projects
Hi, discovered a problem with the Zoho Projects to Books integration involving billing rates for a project. If a users rate changes mid-project but the user has already been billed, the rate does not change via the integration to Zoho Books. This causes
Does the Zoho API not support application/json media?
I'm a little shocked that I haven't found any evidence of this, but does the ZOHO api seriously not support the json Content-Type header (application/json)? All api documentation uses application/x-www-form-urlencoded to send this wonky JSONString encoded payload. Why not just accept actual json?
Hide Description in Delivery Note Template
Hi, Is there any way to edit delivery note content? I want to hide the Description label. I use description label in the invoice to write personal notes for each items, which won't be showed to customer when printed. I have no problem with the invoice
Democratizing e-invoicing for all businesses
Hello, We have an exciting announcement for all our users in India. As you are aware, the GST council from 1st of January 2021, has mandated businesses above 100Cr turnover in B2B segment to implement and adopt e-invoicing system. Keeping our customer's
Records per page
So I am using zoho invoice free version and I am welling to convert to zoho books but I have an issue about the number of records in both the invoices & estimates. I want to know how to set the number of records for example 12 items per page.
Estimate Status - Add a closed or completed option
Estimate Status It would be good to add a closed or completed option for estimates. "Invoiced" is not enough as we can invoice for part of an estimate and it is not completed. Or maybe having the opportunity to customize the status. Thanks !
Update or Assign Reporting Tags to Expenses Using API
Hi, Is there a way to assign Reporting tags to expense programmatically using tools like Zapier or Integromat. Seems like the Zoho Books API doesn't allow this but when creating expenses in Zoho Books manually, it is possible to choose a reporting tag
More control over Sales Order sub-status Grouping/Stacking
Hi guys, this is a suggestion I think would really make Zoho Books more streamlined. I'd like to see more control over the Sales Order sub-status. 1. It would be nice to group some under a stacked menu with a custom name. 2. Also, if it's a void-type custom status, it shouldn't only be select-able if the SO is first marked as Void. 3. Allow sorting for the stack and within the stack lol....I'm an ass I know. I don't expect such insignificant requests to be implemented anytime soon, but put it the
#4 CRM/QB to Books Migration: How to ship Back-ordered Item without a Bill?
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #4 How can I ship a back ordered item if I've not yet received a bill? My setup... - Using Inventory / Books - Serial Number item tracking enabled (settings>preferences>items) - Setup to track serial numbers on Track in Packages, Purchase Receives and Return Receipts. We don't receive a bill normally until a week later. Expected Workflow 1. Issue PO with back ordered item (from a Sales Order) 2. Receive in back ordered
Can a Sent, then Accepted Estimate's Attachments be unalterably retained with the Estimate?
Can a Sent, then Accepted Estimate's Attachments be unalterably retained with the Estimate and then visible in Books and/or CRM?
How to notify a books admin to send invoice?
Hello, I have this case, were sales person (from CRM / Zoho Finance) creates an estimates then converts it to an invoices. This sales person is not allowed to send the invoices, but the admin in books. However, the draft invoice should not be sent before
Restrictions on reporting tag
Dear Team It is absolutely surprising that Zoho has a restriction of 500 reporting tags which is never spoken about or mentioned any where. And the Customer care team says a simple sorry and no solution for it, is that how a business
Opening balance Clarification
Hi We are now in transition of our Accounting and operation to Zoho books and Inventory. As we are still in migration period, Certian ledgers for opening balance are still to be finalised. But my question is can i enter the finalised figures in opening
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