Zoho Books from Mashreq Account
I had taken a mashreq account after confirming that they will have Zoho books and other features, I a free version of zoho. I tried access the same through Mashreq portal and It says " You are already subscribed to Zoho Account for an alternate product
Get a value from custom field in inventory into an email of Zoho Books
Hello, When I create an invoice (Zoho Books) there is an automated email sent to my customer based on a specific date. This email shall contain a field content which is set up as a custom field in the product itself. How can I get the value from that
Add owners equity without using the bank account
I am starting a new business and have recorded expenses in Zoho For goods and services paid for by me prior to starting the business. I have posted payment of those purchases from the owners equity account. I would like to recognise those payments made
Invoice scanning add-on supporting Dutch language?
Hi, We're considering a further integration of our accounting workflow with Zoho Books. One important requirement would be the ability to scan invoices with OCR to Zoho Books. I've found the Scan2Invoice solution, but unfortunately the developer confirms
Recording Loan
Hello, Been reading up on the zoho books resource material regarding loan entry. We have been asked to create a loan account through the charts of accounts and make an entry through banking module as an transaction > Other deposits. But I do not find other deposits options under money in section. Attached screenshot of my zoho books page as well as the one shown on the resource page. Kindly assist on the same. Thank you
Custom Function Error "code":2,"message":"Invalid value passed for page_width"
Hi, I am getting this error when I execute a custom function in zoho books. I can't seem to find any information on the error message so not sure how to solve. Anyone have an idea what this error could be - "code":2,"message":"Invalid value passed for
What's New this June 2018 in Zoho Books?
Hello Everyone, June is here and we're back with a hoard of new updates to Zoho Books. Read on to know more about them. GDPR and Zoho Books With the GDPR season hitting the town, Zoho Books has also updated its features to help your business stay GDPR compliant. So, you can now: I) Set limits on your users’ access to the sensitive data of your contacts. You can do this by enabling or disabling the option Provide access to Personally Identifiable Information in the Users and Roles section. II) Choose
Chart of accounts
Hi, Is it possible to add new accounts in the chart of accounts? It seems I'm not able to do it. I'd like to add new bank accounts (I've got multiple bank accounts for in my business but only one in Zoho at the moment). Are there any limitations in terms
Wave Import Wizard Multiple Unhelpful Errors
Trying to import my accounts from Wave into ZOHO using the supplied wizard - I have exported everything into Google Sheets, following the instruction letter by letter, but when I try importing the csv's into ZOHO, I get errors where certain items don't
Why is GSTR-2 not loading into Zoho books for Nov 2020?
Why is GSTR-2 not loading into Zoho books for Nov 2020? It usually gets pulled from GST portal.
Set "quantity" on Estimate creation at certain value when Customer custom field value is met
Hi, I am trying to automatically populate the "quantity" field on an Estimate based on a Custom Field of the Customer. Quantity field being on the Item Table of the Estimate. Custom Field: "Contract Client" [Values is Yes / No] I've written the following
Creating a bill returns code 1000 "Internal Error" with API v3
Hi all, I'm creating a script who creates a new bill in the admin panel via API v3 and PHP 7 ( https://www.zoho.eu/books/api/v3/#Bills_Create_a_bill ) This is a testing array I'm sending to the API $data = array( "vendor_id" => ZOHO_VENDOR_ID
Invoicing - Amount in Words
Do we have any option whereby the currency name like Rupees Five Thousands only will come before the Amount in Words. Right now its just Five Thousands.
Swiss number format
In order to be able to use Books properly we'd need to have support for the Swiss number format which is: 123'456.00 It uses an aposthrope to separate thousands and a dot as decimal separator. Is there an option to add an additional number format? If not any chance you'd implement this in the near future? Regards, Dirk
Custom calculation for estimates
Hi there, is there a way to achieve the following calculation in my estimates? D = A x B x C A = is a custom field B = system field for amount C = single price D = total price Thanks, Enrico
How to trigger a Zoho Books workflow when the
How do you trigger a workflow in Zoho Books when the adjustment field is updated? I don't see that field as an option.
How to handle line items with no fixed prices when using Books API
We are trying to generate invoices using Zoho books APIs from our application. When creating an invoice manually in Books portal, we can enter items which are not present in inventory, but when using the API we could not do the same. Also, we have a
How to check if a customer is already added in zoho books using APIs ?
We are trying to integrate zoho books with our application (not integrated with zoho in any way), and create invoice for orders generated in our application. To create an invoice, the customer_id is a mandatory field, so we will have to add our customer
Payment methods & translation labels
Hi there, I got two questions regarding the customer portal. 1. Can I change the labels in the customer portal? The translation is sometimes a bit misleading. 2. Currently I set up a bank account in the back end and I configured Stripe as a payment gateway.
Banking Statements - Ability to Filter by Date Range
When categorizing transactions from the Bank or Credit Card statements it will be great to have a date filter to specify only to display records Until certain date. For example I am working on a statement for the month of November but during the last
Zoho Books - Zoho CRM Custom Field Sync
We use Zoho Books to send invoices through email to our customers. We have synced Zoho CRM and Zoho Books using the Account and their Contact Module Option. In Zoho CRM we have a custom picklist field for contacts named Anrede (German Salutation). We
Regarding Ecommerce marketplace Sales invoice vs Zoho Sales Invoice
Dear Zoho, i have an important query regarding zoho sales invoice number vs Marketplace Invoice Numbers. For example, our Sales Invoice ,starts with IN0001 . and we do sell offline and Online ( Marketplace ) also. Lets say , Flipkart issues their Sales
Split a bank transaction between an Expense and Drawings
This subject seems to around for a while now, but has it been resolved. I have a client who is looking at your software, but they have a number of transactions that requiring splitting between an expense and drawings. Yes, I could raise a journal but
Zoho Books API ignoring custom fields for new sales orders
Is there a way to include custom fields when submitting a new sales order via the Zoho Books API? We use something like this in the json: { "customer_id":"nnnnnnnnnnnnnnnnnnn", "date":"2020-12-16", "reference_number":"OC 992", ........ "custom_fields":[{"custom_field_id":"1984178000001725178","value":"OC
Detect the first sales order of a client
Hi, We would like to detect when a Sales Order is created, if it is the first made to that client. Any clue how to achieve this?
IDBI Bank Feed Broken
Dear, IDBI Bank Feed Broken Thanks & Regards Shamnad 9446005528
How to adjust paid TDS and any late fees paid for TDS
Hello, I want to know where and how I can categorised whitheld TDS paid to authorities. Like GST where and how I can categorised paid TDS amount from my bank.
auto number generation not working
Using the ZohoBooks API for submitting new sales orders the auto number generation is not working. The documentation says this: salesorder_number Optional Mandatory if auto number generation is disabled. However, when we leave it out, the API always returns
Opening balance supplier and payments
Hi, since I had some suppliers with opening balance from previous period (before migrating to Zoho books) I made some manual entries. Then in Zoho book I manually recorded the payments but there is an issue: Zoho cannot find the opening balance so marks the payment as excess credit. If I go in the statement for the supplier it's fine: it has the opening balance and the payments and they close fine, but in the overview for the supplier I have unused credit and debit both open for the same amount.
To have auto "PREVIOUS PRICES" on invoices for any customers
Yes, I think somebody had raised this idea before if i am correct. My question is : When i input the items in an invoice, can it be set so that the prices will follow the one previously the customers bought before ? this will greatly help to have the
Accounting question regarding payment for a billable expense
Hello, Where is the income for billable expenses that have been paid by the client's customers posted? My client bills his clients for expenses and has received payment; however, when I run a P&L I don't see the income for these expenses in the income section.
How to remove transactions from Contacts so I can delete them?
I downgraded my plan and can only have up to 50 contacts. I need to delete ~185 contacts. However, before doing that I need to delete all transactions and all reconciliations tied to those transactions. I'm noticing that even when I am able to delete transactions, the contact still will not delete due to transactions somewhere being associated. How can I remove my inactive contacts so I can begin using ZBooks again?? Many thanks! Brian
Does Zoho Books Support Period vs period comparison reports?
I use Xero now, although Xero has limitations and does not integrate with Zoho well, i like the period vs. period comparison reports. For example, i can easily see Month to Date for this months and the preceding months, up to 11 months side by side;
Reorganizing chart of account
Hi, I would like to reorganize newly created accounts and change the order they are displayed in the chart of account + P&L report. How could I make it? Thanks
Delivery method on packing slip
Hi When making a sales order I can type the delivery method. But then I make the invoice and from the invoice I make the packing slip. On the packing slip I like to print the delivery method I typed in the sales order, but this is not possible according what I can find. Will this be possible in the future?
Invoice QR Codes
Fantastic new feature! I only use customized templates, it doesn't look like they're available for those yet ? Much more importantly, for a lot of people I would think, is to have QR codes on Sales orders so we can pack, ship, dispatch etc much more efficiently!
Timers without projects for smaller businesses and service industries
Hello, I am a recent switcher from Wave Apps and I operate a tech support business. It would be great to be able to clock in and out of visits to clients without having to set up a project for each time id like to log time. So at the moment I can't use
Zoho Books in British English, not American English
Hi guys, I noticed yesterday as I was finishing my Zoho Books setup that several words are in American English, which lead me to believe there is no British English interface as an option. I would highly suggest start offering this as many British customers
How to remove extra info that is sent via zohobooks?
hi Whenever we send any email from zohobooks it shows extra info. How I can fix this? "Purchases via sender.zohobooks.com "
RE : MANUALLY CATEGORIZING -ADD AN EXTRA FIELD FOR EMPLOYEE
When I select itemize I can split the expenses into categories e.g a receipt for 100 from the Petrol station i can split into 50 fuel, 40 motor vehicle expenses and 10 misc. Which is great. However, I also need to add an employee field in the when I
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