How to import 12 months of past data/records into Zoho Books?
Hi I am new to Zoho Books and want to import my last 12 months of data into the system, and then reconcile with my bank feeds. What is the best way to do this? I was going to: Import all my customer records Import all my vendors Then import all my products
Unable to perform partial Item Name searches in Sales Orders and Invoices
Hello, One of the things I sometimes find myself aggravated by is that I typically want to find all of the sales orders or invoices for which a particular *type* of item is listed. In its current form, I can select a specific item from a drop down list
Unable to list invoices with self client
I am obtaining authorization token using self client as follows: I get the token which I then use with curl to call the API as follows: curl --request GET 'https://invoice.zoho.com/api/v3/invoices' \ --header 'Authorization: Zoho-oauthtoken 1000.xxxxxxxxxxxxxx'
Webhooks fired twice
Hi everyone, We integrated Zoho with Stripe successfully 3 years ago and we did not have any issues so far. We are pretty happy so far. Only this month, we saw the following webhook /webhook/invoice/paid being triggered twice for two customers. Our code
Converting a sales order to Invoice, but changing the customer on the invoice
Hello! My quotes and sales orders are usually recorded to the end-user account. some times I need to invoice a different entity. I would rather not have to change the "Account" on the sales order because that info gives me actual purchase history. Accounting
Adaptation of the new Spanish billing regulation
¿Zoho tiene previsto adaptarse a los requisitos de la nueva normativa de facturación en España? Imprescindible para poder seguir usando el programa sin problemas. Gracias
Repeat issues with performance/speed and no resolution
Hello, We have a reasonably high usage org with Zoho Books, and are constantly being plagued with massive issues with speed/performance/load times. We have been having this issue for a few months, and over the past 2 weeks this has become increasingly
Workflow Rules Upgrade - Allow Custom Functions To Return A Value
If the Filter Triggers allowed a custom function to return a boolean or int number, many more custom filters could be created making it much more versatile.
How to invoice a service that occurs over a certain period
Hello all I am having trouble figuring out how to do this. My company offers a service that continues for a year. I take the payment upfront for all the amount. From what I have read is that I can use a retainer invoice to receive the payment and register
#15 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 15th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming events Zoholics is coming to cities near you! Meet hundreds of Zoho customers,
Is it possible to show the Vendor address in Bill Template in Zoho Books
On viewing the template for Bills in Zoho Books, the only placeholder fields available with address relate to the Contact but this is irrelevant for vendor bills. When you have multiple vendors of same name (they each have a different office address)
Transfer Amount from One Customer to Another Customer
Need help on below: Patient sees doctor but 90% fee should be collected from Insurance 1) Patient Dr. 100 Fee Cr. 100 2) Cash Dr. 10 (Patient paid this), Insurance Company Dr. 90 (Due from insurance) , Patient Cr. 100 3) Cash Dr. 90 (When insurance pays)
API and CFDI Mexico Facturación Electrónica
Necesito integrar Zoho Invoice con mi proveedor de Facturación Electrónica en México. El CFDI es obligatorio acá y es necesario que yo envié la información generada en Zoho Invoice para que se cargue en el sistema de mi proveedor y se pueda generar una
Filing Indian taxes
Hello, I have a small consulting business and I use Zoho Books for managing it. I do not charge GST because I don't earn enough to meet that threshold. Is there a way to use Zoho Books to figure out my annual taxes in a way that doesn't center around
TCS Setup
TCS ruling is to collect TCS if your turnover has exceeded Rs.10 crore in the last financial year AND the invoice value of sale to a customer exceeds ₹50 lakhs in the current financial year We are a new company and had RS 0 Sales last year. So how do
multiple prefix for invoicing( cash bill and bank receipt bill)
sir, we have started the zoho books billing recently with test in standard plan.but unfortunately we are facing a problem in invoicing i.e two prefix bills . one for cash bills and other from the bank receipt (credit billing ). Is this option is
Where to get Fiscal Year Start in the Books API or other API
I would like to read the fiscal year start month from the Books API endpoint, but I cannot find it. Where can I find read the fiscal year information from the API endpoint.
Export ZoHo audit trail to Excel
I'm a Sage 50cloud user and make a lot of use of the Sage function to export the entire audit trail (all transactions) to Excel which enables me to filter eg by VAT period. How do I export the entire ZoHo Books audit trail to Excel to enable me to filter
Bulk Update of Tags by Bank Account
Would like to be able to bulk update reporting tags based on balance sheet or expense accounts. Many entries are recorded without a tag and going back to correct is impossible. Bulk update of reporting tags for the USA would be great given that branches
how can I reset my Zoho Books account ?
After finish testing in books, I want to start again with real data.
Header Line in Quote product rows
I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title
Cannot create Sales Order in Zoho Books Android App
Hello, We are having a big problem with the Zoho Books Android App. When you go to the Client View and we want to create a new sales order we cannot do it, we can only create invoices, estimates, payment links, payments and expenses. I am attaching the
VAT transactions input after VAT return filed
In the UK, if a business discovers a VAT transaction has been accidentally omitted from a VAT return that has already been filed with the tax authorities, the law permits the business to include that omitted transaction in the next VAT return. For example,
create jounal error
{
"code": 1048,
"message": "Sorry, there was an internal error. Please contact {0} for assistance."
} getting this dont know why?? data = { "journal_date": "2022-07-12", "reference_number": "7355", "notes": "Loan repayment", "journal_type": "both",
Partially received PO items to partial bill
What is the procedure in Zoho Books to receive a partial PO fulfillment (say I only get 3 of 5 items I ordered), and copy that to a bill. Also, when I do get the other 2 items I want to then close out the PO and create another bill. A similar question
What if buyer and consignee are different?
Hi, I would like to know how to create invoices by seller if buyer(payer) is different from consignee(third party from another country) Create bill of lading etc
AttributeError: 'str' object has no attribute 'get' in django
I'm having this error while connecting my Django project with Zoho Books via API. From the first function, page will redirect to another URL on that URL an Authorization Code will be there in URL parameter so I need to access the code in the next function
Compound Taxes in Australian version
Hey guys, I deal heavily in WET tax which is compound taxed by GST. Currently the Australian version of Zoho Books does not allow this feature and I have to include WET in my COGS which throws my P&L reports completely. Can you please simply include this
Please add organisation id to invoice link, and switch to proper organisation
I have serveral organiations to manage. Each time customer support sends me a link to an invoice, it looks like this: https://books.zoho.com/app#/invoices/1673423000xxxxxxxxx?filter_by=Status.Unpaid&per_page=200&sort_column=created_time&sort_order=A If
ZOHO CRM Opportunity "Closed Won", to create a ZOHO BOOKS Sale Order instead of an invoice
Dear Sirs, When I select an Opportunity to "Closed Won", Zoho CRM, creates an invoice in Zoho Books. Please, any advice, to create a Sales order instead an invoice in Zoho Books? (when I select "Closed Won"). Thanks, Gonzalo
How can list invoices from a customview through API?
I can do it listing sales orders, but with invoices adding customview_id in the URL does not work
Contact Name is Books from CRM
Hi, Is there a way that I can put the attention name in books estimate and invoices with the contact name of my deals in CRM?
Recurring Expense OR Recurring Bill
I see multiple topics from years ago (when there was no "Recurring Bill" yet) and also articles in KB to say the difference between Bills and Expenses. But now that we have "Recurring Bill", I'm a little bit confused. What is the suggested category to
Adding Manual Journal entries for Account Payable and Receivable.
Hello, We are new user of Zoho. We are migrating from Sage to Zoho and i added opening balance of Accounts payable as per previous years. When i tried to add journal entries of account payable in zoho i got message that i cant add by manually. I already
Disable Customer Vendor Portals
Hi, is there a way to disable the customer and Vendor Portals in the system. We have seen the option to not enable this when creating Customers and Vendors. However, we want to disable this across the board so that it is not turned on by mistake. Is this
csv upload of mileage (UK)
Hi the help files aren't very detailed on uploading csv files for bulk expenses. I'm getting there very slowly with trial and error, but the system only tells me one reason it hasn't accepted the data each time, so I have to fix one thing and try again.
No Qonto (bank) integration ?
Hi, I was trying to integrate my Qonto bank account into Zoho Books and I discovered that this integration seems to not be possible for the moment. I'm surprised because it's widely used here in France (more than 20 000 clients). Is this planned to be
Währungszeichen bei benutzerdefinierten Feldern vs. Standard-Währungsfelder
Wir legen in den Einstellungen eines Artikels ein benutzerdefiniertes Feld m Typ "Währung" an. Dieses Feld wird z.B. in den PDF´s ausgegeben. Da bei diesen Felder nun das Währungszeichen mit ausgegeben wird, müssen diese Felder Editor (PDF) breiter formatiert
How do I programmatically set the payment_options?
Here is the value of payment_options/payment gateway json from a manually created invoice. The payment options works. What is the syntax to set these programatically? "payment_options": { "payment_gateways": [ "{\"configured\":true,\"can_show_billing_address\":false,\"additional_field1\":\"standard\",\"is_bank_account_applicable\":false,\"can_pay_using_new_card\":true,\"gateway_name\":\"paypal\"}",
'Contacts' menu item not showing up in the left pane or under Preferences - how do I enable it?
'Contacts' menu item not showing up in the left pane or under Preferences - how do I enable it?
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