Domain problem
anyone from zoho can help me to fix the domain problem of my account? How to access books without without domain? or how to disable domain feature temporarily from zoho books until its not fix in my domain provider. Looking forward to hearing from experts of zoho. Don
Cash deposits, how do you make this work
Here's an example scenario. I bill a customer $199.50 for a sale. The customer pays me, I take the cash to the bank and deposit $200. Zoho sees the $200 deposit come through the bank feed, I can match it to the $199.50 invoice but now I have .50 to do
UK Bank feeds
Whoooooeeeeee ! At last - Barclays & Lloyds bank feeds are now working through the new provider to Zoho ! A question for the Zoho guys .... I can't find anything about this new feed provider "Token" ? I'd like to know what feeds they can provide - specifically Barclaycard as staff use these a lot & this is an important one to have the feeds from !
20048 error when trying to start time entry
I am using zoho API for php & want to start time entry by API call but I can only add time entry into my zoho accounts when I attempt to start that time entry I am getting `{"code":20048,"message":"Sorry, only the staff associated with this entry can start the timer."}` error
What's New this November 2019 in Zoho Books?
Hello, users! Last month, we came up with a number of updates to enhance your online accounting experience. Now let's take a look at all the new updates that Zoho Books has to offer this month. View template in a gallery pane You can now choose the templates to be associated with an invoice from the side pane which is in a gallery layout. Just hover over the template you wish to choose. We have also provided a search bar so that you can easily find your desired template. To associate a template:
Passing adjustment entries between 2 suppliers
I have a supplier to whom I paid some advances which I recorded in their name as Excess payment. when I got the materials their bills were, a few from the parent company and a a few from their sister company. Now How do I allocate the paymants to the sister company as all debits are in the parent company. Kindly advise. Is there a way passing a journal between the suppliers?
What's new this October 2019 in Zoho Books?
Hello, everyone, Last month, we worked on multiple updates and enhancements to make Zoho Books finer. Read on to check out if we've added a feature that might make accounting easier for you. Plan and track your spending with Budgets A long-awaited feature--budgeting, is finally here. Preparing a plan of action for how you will be dealing with money in your organization can be quite demanding. It involves checking the previous years' performance, calculating how much it has grown, setting limits on
What's New in Zoho Books - September 2019
We've kickstarted September with a fresh set of feature roll-outs and enhancements. Let's take a look at all the new updates that Zoho Books has to offer for this month. Filter Transactions and Update Accounts If you had associated multiple transactions
Sales person email
Hello, In the Custom Layout, we have access to the Sales Person name (screenshot)... but I can't find the Sales Person email ! Where is it to be named ? Thanks
Process a customer refund (Credit Note) in the updated Zoho Books?
I recently switched to your updated version, but could not find how to process a customer refund. This used to be done under credit notes. Did you drop this function in the new version?
How can I divide an invoice into regular payments
How can I send an invoice for a total amount that will break down to monthly payments so the client can receive a montly voice that will be applied to the total? For example, total due: 1000 jan balance due: 250 Remaining balance: 750
Zoho Books needs budgets.
Hi, Zoho Books needs budgets. There are two things which Zoho Books needs to fix as soon as possible. 1. The budget function. Other writers have commented how crucial this is to any vigorous enterprise. 2. The ability to format Balance Sheet and P & L reports. This also leads to the need for comparison columns to the previous year or period. These changes will enable Zoho Books to truly compete with the big boys and not be accused of being a Mickey Mouse system! So when do you estimate
Business Expenses
I am trying to register an expense that has a later due date. For example phone, internet, utilities that are invoiced by my vendor at the end of the month but must be paid on the 15th of the next month. I tried registering as an Expense but there is option for Due Date. Expense also does not have an option to register Vendor invoice #. I tried using a Bill to register these expenses to be paid at a later date, but it requires that one add items, and phone, internet and utilities are not items.
Opening Balance Adjustments in Zoho Books
Hi, I want to adjust the opening balance of an existing vendor. Let me know the detailed options Regards, prabhu
Credit Card balance shown as a positive figure when it should be negative
Hi there, I have made purchases on my credit card. I have to import the transactions, and, as per the instructions, set the expenses to a - and payments I make to pay off the card as a + . Note: this same problem happens when importing QIF files. What happens is that the expenditure is correctly marked as a withdrawal, and me paying off the card is marked as a deposit. However, int he Zoho dashboard, the card is given a positive balance instead of negative. Currently, I have £740 waiting to be paid
BofA Bank Feed Broken
BofA bank feed is broken and we can't do any reconcile since Aug 29 2019. All credentials are correct. Please give us an update when this will be fix. Thanks
PLANTILLA FACTURA ZOHO BOOKS
Hola a todos. Tengo el siguiente problema con la plantilla de factura en zoho books. En la edición de la plantilla de factura elijo marcar el campo DESCUENTO en la zona de Tabla de Artículos, en la vista previa esta columna si aparece, pero al momento
Why does Zoho prefer Stripe as a a payment processor?
Why does Zoho prefer Stripe as a a payment processor?
Mass Import Items with multiple images in Zoho books
Hi - I need to import hundreds of items with each item has multiples images in Zoho books.I have xls sheet where each item with details and respective image urls . So far I am aware it is not possible using direct import option in zoho books to import images as well. I don't want to go each item manually to upload images . Is there any way to do it automatically ? Thanks for your help .
Vendor statements
I have a custom view "Payments today" in the purchase | payments made module. We have a "Bulk update" button, it would be really helpful to have an option to multi select & "Send statements to selected vendors" menu also. It's quite tedious having to click each one, send the statement & click the back button multiple times !
SALARY
HI , ZOHO Why you are not making perfect salary portion in zoho? their is no option to put month wise salary to staff.
Invoice is not updating by using postman according to API documnetation
Hi Friends, I am trying to update an invoice by using postman, but every time it is giving me "400 bad request" with the following error : { "code": 4, "message": "Invalid value passed for JSONString" } Please help me out, I am middle of my project. It is very urgent. I am sending the required field to as it is mentioned in API document. The following things, I am sending to update. Http Method Type: PUT URL: https://books.zoho.com/api/v3/invoices?organization_id=66X78X4X1 Headers : Content-Type
How to filter a item based on created time ?
Hi there, I am using zoho books api v3. and I want to filter a item based on created time so which filter i need to pass ? I already refer a documentation but can't find any solution?
Moneris?
While I know it's not possible to integrate Moneris with Zoho Books, is it at all an option to hire a developer to integrate this externally? Has anyone on here had success with this in the past?
Browser toolbar button for expense
Small item but this would be very helpful. I run a browser toolbar for Zoho Books to act as my customizable menu. I want to make a button which opens an expense already set to the proper credit card account (the button is to create a quick credit card expense). I can't seem to get one to function properly, the only expense shortcuts I can make either bring up a blank expense with my default bank account pre entered, or I can make a shortcut which pulls up an already entered expense, again defeating
Purchase order item rates
Is there a way in automation to check for this ? Some users manage, on occasion to change it to "VAT inclusive", causing some mistakes ! Edit: It's because some users create Sales orders inclusive & other exclusive, then they convert it to a PO & don't
Monthly services invoice
Greeting! we are a small internet service provider are giving services to our customers. 1- all Service payment from customers are advance and customers should pay their invoice before start new month. 2- all customers billing date is 20th every month . it means customers should pay us maximum on 19th every month to renew their service for next month. Question: My question is that How I can setup my Zoho that make invoice about 4-5 days before 20th ? because I should send invoice of service for customer
Quantity pricing in inventory?
Is it possible to have pricing for an item where you might pay, for example: $5 for 1-10, $3 for 11-25, $1 for 26-1000? Is this possible to do without creating multiple of the same items with slightly different names and prices? Thanks, -Tom
Include tax
Hi, We need to include taxes in whatever we do (estimates, invoices etc.). We currently have 2 taxes 25.5% and 7% Here is how our gvernment wants (and this is the law) us to write invoices: ITEM Tax Ammount Item 1 25.5% 1255 Item 2 25.5% 1255 Subtotal without VAT 2000 VAT 510 Total 2510 It's just a question of the layout and fields. The workarounds you offer (Tax Group, with a -% and a +%) di not really help because if we run tax reports the tax is wrong. The only logical workaround would be to
Adding the SHIP TO field data from Invoices and Quotes to email as a placeholder
I do not see Ship To field as a choice on the placeholder drop down for email content. Can you please advise how I can add this? Justin
Workflow Execute when Estimate Expires
Hi, with Estimates, you can define an expiry date. Is there any way to execute a workflow when the Estimate's expiry date is reached? Thanks.
Invalid value passed for JSONString, PostMan Curl Post API, Zoho Books
I have read multiple topics available but none seem to give a final solution. I am trying to send a Post Call using Postman to Zoho Books to create a new item. I get an error: { "code": 4, "message": "Invalid value passed for JSONString" } The Post is https://books.zoho.com/api/v3/items?organization_id=65871976 The Header has Content-Type = application/x-www-form-urlencoded;charset=UTF-8 In the body I chose the option RAW and type as Json Previously I have been able to successfully get the Access
Books API Update an Recurring Invoice -> Error 11
Hello, i have several Recurring Invoices in my Zoho Books. Now i must update them via The Zoho Creator. The Update work over an selvemade PHP CURL Script that is explained here. The Auth Token and Org ID are correct, but if i make a PUT over Postman (because my script give an Error) i become the (same) error: { "code": 11, "message": "The parameter JSONString is mandatory." } But the Body field is filled with the Correct Required Data from Here: https://www.zoho.com/books/api/v3/#Recurring-Invoices_Update_Recurring_Invoice
How to Invoice Customer first and then send goods?
Our business Invoices the customers on Day 1 and starts sending goods after a few days. All goods are not sent at the same time. Some goods are sent after 1 month and some after 3 months. Is there a way to record how many goods are sent and how many goods are pending to be sent to the customer? Day 1 - Invoice with 10 goods Day 20 - 1 good is sent Day 60 - 9 Goods are sent
Sort Order Custom Fields
Hi, would be nice to add sort order for Custom Fields. That way I can control what order they appear in when editing or creating a new document. Thanks :)
When trying to import Items into Zoho books I am getting an error as "Inventory Account: The value for this column is either incorrect or it is not the expected value."
I am trying to import items in our org from an CSV file. few Items are getting skipped with this error "Inventory Account: The value for this column is either incorrect or it is not the expected value.".
How to use Custom template variable %RetainerAppliedToInvoice%
Hi, I'm creating a custom retainer invoice template. I like to display the list of past linked invoice, and the %RetainerAppliedToInvoice% seems to be the variable to use. But the default custm template doesn't use it. Is this varaible juste a texte list of pas retainer invoice, or is like the itemlist, a variable in a loop ? How to use this in the template ? Thank you
No way to manually link old invoices to recurring invoice
Hi, can you please create a process for us to manually link older invoices to a recurring invoice? Example would be that customers wanted to use us initially for undisclosed amount of time without us knowing whether they will become full customers. Customers
How to put two or more (multiple) header rows in the invoice items table
Is it possible to put two header rows next to each other in the invoice item table on the invoice? We have headers that need to be bullet-pointed. I considered making them invoice items with zero QTY, AMOUNTS, etc. but a zero shows up in the numeric columns.
Bill workflow rule - filter
Selecting a relative date disables the comparison operators ??....
Next Page