One invoice, 2 payers
We do a lot of repairs for real estate transactions. We make one job for a client (say the seller) in zoho and link it to the invoice in books. Seller pays the 50% deposit. Then says the buyer is going to pay the balance. Any thoughts on the easiest way
Zoho Books: tax is not automatically pulled from product-data anymore - why?
Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
zoho Books and Inventory working together (crossposting)
Hi, forgive me, this is a crossposting from Zoho One Forum. I wanted to put it here, but obviously did not, sorry about that. I am using Zoho One, and as part of this, books and inventory (and some other things, not relevant at the moment). I was very
Need to be able to save Customized Reports
There are several standard reports in zoho books. Each of these can be 'customized' with various parameters - BUT, these cannot be saved for re-use later. In several of the zoho modules you can customize a search list (eg for Estimates or Invoices etc)
Impact on Inventory - Change in Zoho Migration Date
Hi, I want to prepone my zoho migration date from July'2025 to April'2025. Before I do so I want to know what will happen to my inventory opening balance when I change the migration date? And how can I change the inventory opening balance? Currently I
Total Receivables on Dashboard Incorrect
Hi, The Total Receivables amount showing on my dashboard has not taken account of some payments received and therefore does not match my unpaid invoices. Please advise. Alex
The Zoho Books client portal is good but it stops just short of being genuinely useful
I set up Zoho Books for quite a few Companies. And honestly the client portal is one of the features I always demo because it looks great on the surface. Clients love the idea of it. But then a few months into going live, I start getting the same feedback.
TDS Payable report not Generating
TDS Payable report for Last Quarter of FY 25-26 is not generating and giving error. Please get it rectified as soon as possble.
billable_expense_id in Invoice API does not set invoiced=true on bill line items — causes duplicates in Projects > Create Invoice
Hi Zoho Community, We are running an automated batch invoicing system using the Zoho Books API and have hit two critical bugs that are causing duplicate invoice risk in production. Raising this here for visibility alongside a support ticket already filed.
Zoho Books and Pet Pooja Integration
I've started ti use Zoho books for Accounting and Pet Pooja for billing, pet pooja team says they can integrate with tally but not Zoho books, As zoho books has API integration, I thought it'll be possible for to integrate Petpooja with Zoho books, can
How do i enable export without LUT or bond in Zoho Books?
The export invoices show as invalid with error message " Please enable export without LUT or bond as you have taxes associated with the line items." We have a LUT or bond number, w here do we enable export without LUT or bond in Zoho Books settings?
Show current inventory in the item list table for a composite item
Hello. We have many products that are composite items. Quickly determining inventory levels of individual items that make up a composite item would be beneficial. IDEA: Add columns"current inventory" and "available inventory" to the item table of the
How to save custom report for future use ?
Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258
Vendor Portal and FTP
I have a client asking for vendor upload info in this format: -FTP Host -FTP Username -FTP Password -FTP Port -FTP Folder Is this possible with the vendor portal or another method?
Sign up question
I am a bookkeeper and want to use Zoho for a client. Do I use my clients info in "set up your organzation profile"?
Timer not appearing to update
For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real
Reconciliation: don't auto-select transactions outside the entered Period
When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen
How are other Books users integrating crypto and digital assets into Books?
If my company owns some digital assets I would want those to exist in Books as assets, and also be able to change the value as needed when generating reports. My company would also be receiving payment in cryptocurrencies and may sell at the time of payment
Partial customer Refund via customer Credit Card used to pay invoice
How can we process a partial refund through the same credit card that a customer used to pay the initial invoice? - In other words, say a customer was sent an invoice for $1200.00 and they paid it through Zoho with our online credit processor, PayFlow
How in the heck do i record a (partial) refund???
I have a client. wrote an invoice for 3 services totalling $520. He paid it online (we use zoho to authorize.net) We went out and couldn't do one of the services I didn't see a way to initiate a refund through zoho books, so i did a $250 refund through authorize.net. Tried to edit the payment on zoho books, but it won't let me b/c "this payment was made on line" When i try to edit the invoice i get a popup about it no longer matching the payment. What do I do??? And why is it so hard to do something
Journal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
Automatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?
We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay
Does the ability exist to make tax on the customer profile mandatory?
I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.
I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
Why does only the first itemized description appear in reports?
I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
Zoho Books Create Invoice API
I am creating zoho invoices via the API. Now that zoho has released sub-accounts, i'd like to create invoices and link them to sub-accounts within "sales" account. For example; my chart of accounts looks like this; Sales ->Website Sales ->Campaign Sales ->Offline Sales However, when I try to pass these accounts to the API, I receive an error that only Bank accounts can be passed with the create invoice.
Tropicalize Books
Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
How to prevent users from switching price lists in an order?
Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other
Invoice emails repeatedly "Bounced back" from perfectly good email address of clients.
Hi For a couple of months now I am getting tens of invoice email invoices "bounced back" from perfectly sound email addresses when they are sent via Zoho Books. (see attached or an example) (the common theme seems to be that the emails are going to either
Paying a credit card
When you move money from your operating account to the credit card account to pay the balance does you select "Pay Credit Card" or "Transfer". Doers it matter? Also I seem to be doing transfers and sometimes I get a list of possible matches and I select
Proforma Invoice
Is there an option to create proforma and advance invoices in professional
UK MTD -- do we really need to map accounts every time we finalise a quarterly report?
Hi, I've been using Books for years as a sole trader in the UK and been very happy with it overall. I was expecting that their implementation of features for MTD was going to be seamless and helpful. Unfortunately, it seems very bare bones and unclear.
Edit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.
VAT and Taxes option not available
Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue
Syncing zoho books into zoho crm
I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
Client requests I submit invoices using bill.com
The title states it all. I have a reoccurring invoice setup for this client who has been manually paying by credit card. We are both experiencing merchant costs/fees. The use of bill.com's direct deposit is not far removed from Zoho's, only the client
Can't Remove Payment Gateway
I am getting the error "Settings cannot be cleared as some of the transactions are still in progress." when trying to remove the PayGate payment gateway which I was unable to get working. I am now using paystack and I want to remove Paygate.
Zoho Books Product Road Map
I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.
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