Zoho Books | Product Updates | April 2025
Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format
Books Not Matching Transactions from Feed - "The total amount does not match with that of the transaction"
Recently, transactions that are transfers from a foreign currency (FCY) account to a base currency (BCY) account are not allowing for matches with transactions from the bank feed. Please see the screenshots below: As one can see, the amount is in the
[WEBINAR] - Importing PDF bank statements into Zoho Books [ Indian and GCC editions ]
Hey everyone! Manually entering the bank statements into your accounting software for reconciliation purpose is a tedious and error-prone task that can compromise the accuracy of your accounts. The banking module in Zoho Books helps you solve this problem
Mandatory DEFAULT for Billable and markup percentage
Hello. So we have been using books and process bills from vendors that are to be invoiced to customers. When we convert from a PO to a bill we can enter the customer name on the line items and that is great. However, we would like to know if the default
Payroll in Saudi Arabia
Zoho is a popular software platform that offers a wide range of business solutions, from customer relationship management to finance and accounting tools. However, one major drawback for businesses operating in Saudi Arabia is the lack of a payroll feature
Grouping payments to match deposits
Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different
Feature Request – Support for Stripe Direct Debit for Canadian Customers in Zoho Books
I’d like to request support for Stripe Direct Debit as a payment option for Canadian customers within Zoho Books. Currently, while Stripe credit card payments are supported for Canadian businesses, there is no option to enable Direct Debit (ACH/EFT) through
link non- VAT tax invoice to Fatoora portal
Hi all Actually I have VAT tax invoice and non- VAT tax invoice About VAT tax invoice I have no problem I can link any invoice to Fatoora portal But the problem in the non VAT tax invoice because I have customers outside of Saudi Arabia No VAT ID no CRN
Pdf/A-3 ( embedded with xml)
Mr. Abdur rahman, Please give me answer of my questions. Does your software generate PDF/A-3 (with embedded XML) and XML formats, fully compliant with ZATCA Phase 2 for B2B invoices? Are Phase 2 fields (e.g., UUID, Previous Invoice Hash, Invoice Counter
How to unvoid sales order ?
Helo, We need to make a credit not from a voided invoice, which is linked to a voided sale order. I can't find a way to unvoid a sale order. There only a way to convert it to a Purchase order instead... The invoice can't be send back to draft because of the voided sale order. From a accountancy point of view, and treacability, we can't make a standalone credit note. What is the usual procedure? Thanks
Recording stripe fees for sales w/out invoices
In my business, people make many purchases w/out an invoice using a credit card. With invoice payments, I record them as sales and deposit the $ to credit card clearing, deduct stripe fees associated on the bank fees line, and then I record the stripe
need help to set up feeds to Zoho books with CRM Perks plugin
Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I worked
How to distribute expenses evenly over the year?
I want to distribute cost of f.e. licences or inssurance that occour once a year over the year. How can I do this? Is this even possible?
Can Not Categorize Sales vs Services for "On The Fly" Line Items
We can not categorize Sales (Goods) and Services with Zoho Books for "on the fly" line items when creating a transaction (quote or invoice). Zoho Books does not provide the basic ability to separate product sales and services for "on the fly" line items
CRM Account Owner to be Assigned as Customer Owner
We have enabled books and CRM integration The Account Owner in CRM, should be assigned as the Customer Owner in Books, but this is not the case You have go to books and manually assign the Customer Owner again If you change the Account Owner in CRM, again
We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.
if i need post any invoice i show this We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.
Zoho Books Contact Creation through API.
I tried creating a contact using API with following payload. Sun Apr 6 08:28:03 2025 [186723][1][FATAL] Array ( [10002] => https://www.zohoapis.com/books/v3/contacts?organization_id=763906850 [19913] => 1 [10102] => [68] => 10 [13] => 30 [84] => 2 [10036]
Custom Script for Validation Rules
In the Validation Rules I would like to have custom functions, we can do that in Zoho CRM and its really useful There are some custom fields in Sales Orders and Purchase Order Modules We are using Zoho Books With our internal apps, and we need to put
Invoicing from Saudi Arabia to other countries
Team, i would like to know if i can invoice the partner in Tunisia as i am not able to push the invoice without Arabic name and National address to the Fatoora Portal which is a mandate
I want to change a User's role in zoho but it is giving me an error.
Hi, I want to change a User's role in zoho but it is giving me an error - You cannot change the role of this user as the user's credentials are being used for the integration with Zoho CRM. Assign the super admin role to another user in Zoho CRM, click
upload attachment to Zoho books bill from Zoho CRM
Hello I have a document stored in a file field in CRM (module reservation) I am trying to attach this document to the bill created in Zbooks using Deluge, but I keep having issue, either File is empty or {"code":2,"message":"The request passed is not
Zero in the Invoice Amount Text field is adding onto the figures entered.
Hi Zoho, This is very small & minute error, but it gets the users irritated. While entering values in amount column of the Invoice the zero which was earlier present there by default will still add on to the figures entered, for suppose if we want to
The buying of forign currency
Hello We had buying USD for AED. Those were bank transfers from a first bank account to a second with bank's exchange rates. We have chosen for those transactions category "The buying of forign currency" and putted bank's exchange rate. Is it correct
HTML Email in Zoho Books
Is it possible to create custom html email template in zoho books.
Customer Statement Templates
Hi In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene
is there a better way to routinely export my project timesheets?
Hi there, I am somewhat happy with how Zoho books handles time. One thing that is missing is more user driven control over my data. I have a workflow where I constantly need to give customers feeds of work done. So I pick a project, and would ideally
ZOHO BOOKS EXPERT
We are planning to migrate from Quick Books to Zoho Books, and are looking for a professional with experience in migration to Zoho Books and the setup of Zoho Books. Currently, we have two companies and two Quick Books accounts, and we want to integrate
Bank transaction automation
I would like to automatically update the "Reference#" field with whatever text is in the "Description" field each time Zoho Books pulls my bank feeds. I've figured out the automation all the way up to the Field Update, where "Reference Number = ...???"
Show Zoho Books Retainer Invoice in Zoho CRM
Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley
In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ?
Dear Team, In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ? If not, what are the restrictions. Thank you, Anup
Ability to select Vendor Credits when creating Vendor Payments
When making vendor payments there should be the option to select open vendor credits, this way the payment shows what bills and credits are being used for the payment Right now the vendor credits must be applied to the bills prior creating a payment,
Single payment link for multiple invoices or total due for a customer on Whatsapp.
I want to send a single payment link for multiple invoices or total due for a customer on Whatsapp. Currently zoho books do not have this option . While sending WhatsApp template, payment link is created for particular invoice. I want to send WhatsApp
Whatsapp Customer Statement and Outstanding
Customers are asking to whatsapp statement or outstanding report or invoices regularly. Is there a way we can integrate it in Zoho Books. We already have Whatsapp Business API from Interakt and regular Whatsapp API from MessageAutoSender. How can we use
Owner's Draw
Example: I have a charge account at ABC Company. During the month I charge one $50 item for my business. I also pick up a $20 item for personal use. At the end of the month, I receive a statement with a balance due of $70 and I want to PAY THE ENTIRE
GST Returns India
1. Have been requesting that the documents issued section should be filled automatically. If other accounting software can do it ZOHO Books can. NOT ROCKET SCIENCE !! 2. There is an Issue with the Debit Notes not showing up in GSTR 1 ??? Sorry but this is unacceptable !! as a GST Suvidha provider and an accounting software developer both these errors are unforgivable. P.S: Another GST issue is that the GSTR 2 reconciliation has to be closed monthly to do the next month, Maybe ZOHO developers should
E-Way Bill Generation and Custom Button Requirement in Stock Transfer Module in ZOHO Books India
We would like to provide further clarification and highlight a few operational challenges we're currently facing : we are handling stock transfers between branches/warehouses within the same state under the same GSTIN. As per government rules, E-Way Bill
Voiding of Invoice
What's the implication in GSTR 1 and GSTR 3B when an invoice is voided?
Expense Entry Error When Trying To Save (Related To Taxes)
Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are
Interbank transfers appear in Dashboard
Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?
Fixed Asset Manager items not on Balance Sheet report?
Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.
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