Product for Contract
Hello, we have a Commercial Cleaning business . We offer Cleaning services and also sell Cleaning products. My question is; when we do a sale to a customer it is pretty strait forward in Books, but when we pull products from our inventory for our own projects which I dont charge it, how do I reflect this Item negative in my inventory? Hoping my question is understandable Thank you in advance SAGE
new payment gateway CPA charge
Hi is there a way you could add CPACHARGE to zoho books invoice that would make our life easy and they are very easy to deal with and integrate https://cpacharge.com/ thanks
Transfer from NCH to Zoho books
We are using NCH inventoria as a stock management and its syncing with NCH express invoice for invoices and quotes, payments. And now we need to switch to zoho books, i only exported the clients as csv file and imported into zoho and it worked fine. The
Creation of purchase order for local procurement and imports
Dear Team, I wish to know, is it possible for us to create two categories of purchase order i.e, one for local purchases and another for import procurement's. As i wish to capture few other transaction flows in the import purchase order..
Migration from QuickBooks Enterprise Desktop to ZOHO Books
I am planning to switch to ZOHO Books accounting software from QuickBooks Desktop Enterprise. I would like to know if the migration is feasible from QuickBooks Enterprise 2019 to ZOHO Books. If yes, how it can be accomplished? Also, it would be great
Auto-Numbering
Is it possible to enable auto-numbering in books?
Plans to integrate with PaymentEvolution
Hello I think that we are far away from getting Zoho Payroll for Canada so at this time I am using PaymentEvolution for my Payroll. Do you have any plans to integrate with PaymentEvolution ? Thanks
Invoice Links going to Spam Folder
Hi, The auto-generated "Pay Now" links from ZBooks that link from an invoice / email to the payment portal (Stripe in this instance) are causing all of our emails to go into the spam / junk folder. We send these to our customers and follow up with a phone
Single Customer Invoice from Multiple Sales Order
Hello I know I have seen this topic on here before but couldn't find it! I invoice my Customers monthly from Sales Orders (Subscriptions Module doesn't work for me as you can't create a Subscription from a Sales Order). I now have a Customer who has taken
Automate "Record Peyment"
Is it possible to automate the "Record Payment" action, when a invoice is sent ?
Zoho Books Approval
Hi I am in need of two level approval for every transaction in zoho books.So that if a Accountant has approved the transaction then it should not be modified Is there any way to do it Kindly update
Doc Scanning
Hey Zoho guys, Can you please let me know when to expect a major overhaul of this module ? I've just had the amount of 300.00 GBP debited from my account & feel this is NOT GOOD VALUE - more than the cost of Books. I have to enter a lot of the details
GSTR1 Quarterly Filing
I am not getting options of filing GSTR1 on quarterly basis. As I have chosen the option of Quarterly filing of GSTR1 return on GST Portal. Please let me know the options to do so.
Token and Starling Bank
Hi, Starling Bank is now available via token feeds but it only pulls current balance at connection. No further transactions or changes to balance are reflected in Zoho. This seems to be similar for many UK bank feeds. Anyone have a projected resolution time? Mick
GSTIN from invoice in Custom Template
In some it happens that some invoice have GSTIN and some of Invoice (for same client) may not have GSTIN. But in custom template, It's not possible to print GSTIN from the INVOICE. When I print %CustomerGSTIN%, in every invoice GSTIN getting printed whether
Option to select EMPLOYEE not available in Banking>Add Transaction>Expense
Option to select EMPLOYEE is available in Purchase > Expense but Same option not available in Banking > Add Transaction > Expense See Screen shot for more detail
BRAND WISE SALE REPORT
Please add Brand wise sales report with the profit.
scope for categories in zoho books api
Hello , I 've managed to get categories from zoho books (inventory enabled) with this GET Method https://books.zoho.com/api/v3/categories?organization_id={} I use the full access scope and everything works fine. But what is the specific scope for this request? ZohoBooks.categories.READ does not work. Best Regards, G.
oauth call resulting in blank response
Hi, The following code in a server-side PHP file is not presenting 'consent' page. $data = array('scope' => "ZohoBooks.fullaccess.all", 'client_id' => $CLIENTID, 'client_secret' => $CLIENT_SECRET, 'state' => "testing", 'response_type' => "code", 'redirect_uri'
Expense vs Bills - GST Filing
Hello there, I'm a Wedding Photographer from India. I'm a GST registered Sole proprietor. I have a situation like, I hire one or two Photographers or videographers to cover an event. At the end of the day I've to pay them for their service. Unfortunately
Nice to have a Button to forward invoice from customer portal to someone else
In our business we deal with realtors and with their clients often. We display the invoice URL for the realtor on their dashboard. Often, they open the URL and are taken to the URL where they can pay. It would be great it there was a button labeled "Email"
Data Transferring
Hello , I am Transferring all the data to Zoho from 2017 Till Now . Can i record all sales invoices for 2017 , 2018 and 2019 first , then i record all the payments ( 2017 , 2018 & 2019 ) and expenses ( 2017 , 2018 & 2019 ) .. or it will effect the financial end closing Best Regards
Recurring Invoices
Hi, my business operates 99% recurring jobs on a two or four week schedule. I can set the recurring invoices for two weeks but not four. Monthly is no good as there are more then 4 weeks in a month. What can I do? thanks!
"Accept" or "Decline" Estimates without Client Portal access
Is there any way to eliminate the need for having the client sign in to the Client Portal in order to accept or decline an estimate?
How can i add Latitude and Longitude in the Invoice
Dear all, Help me how to get Latitude and Longitude in the Invoice Thanks Thet Kyaw Linn
oauth/v2 getting code
Hai team, https://accounts.zoho.com/oauth/v2/auth?scope=ZohoBooks.invoices.CREATE,ZohoBooks.invoices.READ,ZohoBooks.invoices.UPDATE,ZohoBooks.invoices.DELETE&client_id=1000.4HZYWSU55DIM69598UF5N8507MVO3H&state=testing&response_type=code&redirect_uri=https://simbatechc.in/bill&access_type=offline i tried this url in post man. but i am getting error. kindly replay ASAP
how can i change the firm in zoho books.?
soon i want to change my firm...can i add another firm or change the present one..??
Product finder
In quotes, sales orders, invoices, ..., the article search engine filters, I think I understand, looking for the matching positions from the first position of the article name. This is something primary for our catalog that has the order of 10,000 articles
Zoho Books Splits and Tags?
I have just started "playing" with my trial version of Zoho books. I am considering using this for accounting for a property management company, but I need to split and classify invoices to multiples accounts and properties. In order to make this viable I would need to be able to enter multiple lines for account distributions for each expense invoices. Additionally, I would need to be able to tag each line for with an activity code (tag). I would envision that many users might need this functionality
How to add daily expenses and petty cash expenses through mobile app?
How to add daily expenses and petty cash expenses through mobile app? Regards Hitesh.
How to force users to attache documents when recording a payment
Hello, I want to force my users to attache the payment proof (PDF or Image) when they record the payment of an invoice. How can I do that in settings ? I didn't find it yet. Thanks in advance for your help.
Automatization of reporting tags and Personalized Views
Hi, Is it possible to assign automatically a report tag based on specific criteria in Zoho Books? Also, it will be great to have the option to create Personalized Views based on those tags
Webhook for timesheet
Hello, I am using zoho API to keep record for timesheet add, update & stop of timesheet into my database. To trigger that event I am using Webhook. But since there are only option for created, editated & delete it does not notify me when someone STOP their timesheet. How can I get that records? Can I use Custom Functions for this? If yes, can you guide me how to do it? And also can not I get idea of which event is performed(like timesheet created or timesheet updated), because I can not see it into
Marking non-billable expenses as reimbursed or paid
The subject line says it all. What's the recommended way to do this? I reimburse my billable and non-billable expenses when an invoice gets paid to keep the reporting clean, but I'm not seeing an easy way to say, in Zoho Books, "these non-billable expenses are now paid." Reporting becomes difficult when I have months of non-billable expenses which have actually been paid.
If needed, Due Date should change to maintain payment term
Often times I work on a long invoice that I don't finish the same day it was started. For example: If I start an invoice November 1st and choose "Net 30" as the payment term but actually finish the invoice November 7 and send it that same day, the client will have 7 less days to pay. Zoho Books should be smart enough to update the "Invoice Date" or at least ask if I want to update before the invoice is actually sent. Thanks, Xavier
Woocommerce - Invoice
Hi! I'll have an online shop, with wordpress and I'm using Zoho invoice. I want to know if there is a way to create authomatic invoices from WooCommerce; some plugin or something like that. Thanks, Eva
Expence account instead of Income account?
We have used an expense account for our commissions instead of an income account. Which is the easiest way to change this? Do I have to change each transaction or can I just change the account from expense to income typ of account?
Display Owner of a PO
Hi, We are making Purchase Orders, and for each we want to display the owner / creator of this PO on the PO. I couldn't find a placeholder in the custom template. Is it missing or hidden somewhere ? Thanks.
Listing of Transactions in one page
Can we chnage the default setting of view of number of ,"Counts" in report like Banking Transactions , VAT Input reports etc.
PayPal Gateway Receiving Account
Hi, When receiving a paypal payment, currently my undeposited funds receives the payment. Is there an option to change the receiving account to 'PayPal' account. As it has the option for how the payment was received. I have manually created a bank account and called it 'PayPal', I would now like to setup the PayPal Gateway to deposit the funds in that specific account, can this be done?? If not, can it now be a 'propose an idea'.
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