"Track Inventory for this item" is forced checked by default for goods items (eTims issue?)
Hello, Since connecting our Zoho books to eTims (Kenya) the "Track Inventory for this item" is forced checked by default (eTims issue?) in the Item creation page for any type of goods. So when purchasing anything that the company does not intend to sale,
Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap that
Recording Transaction after Gateway charges
Hi, Requesting assistance in recording a transaction. I had sent an invoice of Rs.3500 to the customer. He used a PG to pay the amount. The PG had deducted 2% fees (Rs.70) and Tax (Rs.9) and sent the balance (Rs. 3421) to my bank account. How shall I
Bank charges
Hello, team zoho I have a difficulty, in the form to register the payment of the customer has a field "bank charges" more when registering an expense or payment to the supplier that field does not appear. And I think that's a mistake because in my account
Fiscal year setting
Hi, I am looking into using Zoho Books. I cannot understand the organisation fiscal year setting. Our fiscal year runs from 1 April to 31 March. In the organisation profile, I need to set Fiscal Year to “April to March” and Start Date to “2” for the period
Issue with payments on invoices
Hello, I’m having the following issue. When I create an invoice and try to apply a partial payment in a single transaction, the system does not allow it — it only allows full payment. Is this the expected behavior, or am I missing some configuration?
Zoho Books Placeholder: Inventory Counts
I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have
AUTOMATION OF INVOICE PROCESSING
Dear Zoho Books Product Team, I hope this message finds you well. I’m reaching out as a dedicated Zoho Books user with a product idea that I genuinely believe could transform how businesses handle purchase invoicing — and set Zoho Books apart as the smartest
Zoho Books and TRAINING SALES receipt label for eTims?
Hi, Can Zoho Books implement TRAINING SALES receipts and push them to eTims for test? In other words how can we send to Zoho or even create in Zoho training mode invoices and TEST the workflow POS>Zoho Books>eTims and back without actually registering
Any Zoho Books users in the Kenyan Hospitality industry? How to set service items for eTims?
Hello, We are opening a coffee shop in Kenya and would like to know if there are any Zoho books users in hospitality service industry in Kenya? We would love to know: 1. how do you cope with the absence of the mandatory Tourism Levy 2% tax option? 2.
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
Sale Invoice_Hide TDS Amount (i.e Amount Withheld)
While preparing the sales invoices we have added TDS amount deducted by our customer, however we don’t want it to be displayed in the final invoice format. Can someone guide us on how to the same? We are using standard spreadsheet template and we have
Zoho Finance Limitations 2.0 #19: Books Statement layout can't be customized to fit standard US windowed envelope
Another small limitation. We do monthly statement runs and mail (in addition to email) out several hundred statements each month. For the previous 15 years we've used windowed envelopes and quickbooks. However Zoho books places the sender address on the
auto update of item purchase cost
Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !
Print JV of an Expenses in ZohoBooks
When an expense is created in Zoho Books, the related journal entry can be viewed at the bottom of the expense record. However, when printing the expense, the journal entry is not included in the printed document, and there does not appear to be an option
Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,
Editing Draft Fixed assets
I have a few Fixed Assets still currently in Draft Status that I need to edit. I need to edit the Fixed Asset Type, the Fixed Asset Account, the Accumulated Depreciation account and the Depreciation account. Once I have done it and attempt to "Save as
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Add Specific Identification as an Inventory Costing Method
--- Business Context We are a security systems distributor handling high-value, serialized products such as IP cameras, NVRs, and RAID storage systems. Each unit is uniquely identified by a serial number and arrives in separate shipments at varying purchase
Zoho Books - Budget Creation and Reporting Tags
Is there a way to create one budget for multiple reporting tags. For example, if my company has 4 different divisions I would like to be able to enter in what the budgeted revenue for each division is and view that information in 1 budget. I would then
Razorpay + Zoho Billing + Zoho Books Integration
Please help us set up this integration.
Why is Approval Hierarchy Not Available for the Expenses Module in Zoho Books?
Hello, I noticed that Zoho Books allows us to configure approval workflows and approval hierarchies for modules such as Bills, Vendor Credits, and Invoices. However, the same approval hierarchy option does not seem to be available for the Expenses module.
Replicating Zoho Books "Accounts" and "Accrual Transactions" in Analytics via API: Best Endpoint Strategy?
Hi everyone, I am working on a custom integration where I need to programmatically replicate two specific tables in Zoho Analytics via API on an hourly schedule: Accounts and Accrual Transactions. Those two tables sync from Zoho Books. (Note: I am aware
Any Possible to change the challan type in Delivery challan ?
Hello Team, We need to add the more values in challan type in delivery challan module in Zoho Books.So how to add additional values in challan type field. Please find following snap for your reference. Thanks in Advance, Thisai Moorthy.
Export Zoho Books Invoice - PDF API
How to Download Zoho Books PDF Files Using Zoho Books API -------------------------------------------------------------------------------------- Hello everyone! If you are looking for a way to download Zoho Books PDF files using the Zoho Books API, you've
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
Account Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an
How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
matching vs categorizing credit card payment from bank account
I have a checking and a credit card in my Banking accounts. When there is a card payment (basically, a transfer from one to the other), does it make a difference which one I categorize first, then match with the other? I noticed when looking at the checking
CNY not converting to PKR in P&L In reports.
Hello Zoho Support Team, I am writing to report a multi-currency reporting issue in Zoho Books that is causing my Profit & Loss report to display incorrect Cost of Goods Sold figures. ISSUE DESCRIPTION: I have vendors set up in CNY (Chinese Yuan) currency.
Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
The PEPPOL Nightmare with Zoho Books
After much hesitation — as I have always defended Zoho products despite their imperfections — I have decided to post this review on this forum. Indeed, for more than 5 months, the numerous issues related to PEPPOL invoicing seem nowhere near being resolved,
Creating an invoice to be paid in two installments?
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
Invalid tax authority ID.
How do I correct this ?
Online Payment Fees
We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
Non-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
Stripe gateway stuck in corrupted state — manual backend reset required
Hello, I need help with a Stripe integration issue in Zoho Books that requires a manual backend reset. Organization: TRAVEL WITH EVA LLC Data Center: IN (as shown in the Help Center banner) PROBLEM: The Stripe gateway record is in a permanently broken
Bank Feeds Missing some transactions and duplicating some
Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement
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