Can you please let us know how we can use Zoho for multi store?
Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how
Zakya - Release in North America?
At Zoholics it was pitched like Zakya was already released in North America. However, when looking for it I couldnt find it. There isnt an integrated app available in Zoho. I figured maybe it was being released at Zoholics. Now over a month later, its
Zoho Duplicate Reference Numbers
I have 2 accounts through zoho. On one account if I enter a bill with the same number as a previous bill I get a warning message saying that there is already a bill with this number. However on the other account I do not get this message. How do I turn
Zoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has less
How to add different type of revenue under sales ?
How to add different type of revenue under sales ?
Types of Revenue
i have different types of revenue , I want to see under sales in different categories , while preparing invoice I want to allocated if possible
Zoho books account recovery
I had submitted a request to restore zohobooks account, but I am yet to get a feedback till now. The email addresses used to access the zohobooks can not access it again. I don't know what went wrong. I need quick attention to this. More details are provided
Payments calendar for receivables and liabilities by due dates
Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seen
how i can update client_secret or refresh_token in case if my was stolen?
i want to know how i can protect my data on this case
custom fields not populating from deluge script into invoice
Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"
Using English But Dropdowns in Thai
We have selected English in Settings but all of the dropdown boxes are in Thai. How do i change this? The organization is based in Thailand and we are using the THB as our currency, but need the dropdowns to be in English. Please help! 🙏
Cambio de Plane
Tenia un plan gratuito, hice una actualización a un plan de pago, salí por completo y entre nuevamente, pero no me deja corregir, pagar o modificar las facturas que había realizado en el modo de prueba. Me da el siguiente error: Factura de proveedor se
Why is there a limit to JSONString of less 100 characters
having this problem.
Description column in the "all expenses" overview page?
Hi! I'm new to Zoho Books and accounting. I'm surprised there doesn't seem to have a proper "description" field for the expenses, only "notes", and that I can't have such a description visible on the overview page. So that I can quickly visualize my expenses...
Generate Unique Customer ID for Each for All Contacts
Generate Unique Customer ID for Each for All Contacts
Reporting tags for custom modules
Hi, it could be very useful. At field level and at sub table level. Thanks, Eduardo
Singapore DBS Bank
Is there any schedule corresponding to DBS of Singapore?
Best way to account for shipping charges to customer
I have been allocating all our shipping expenses to the "postage" account, but I realise that is probably incorrect, as for the most part, we pass on shipping charges to our customers. So I should probably add the shipping charges into the "shipping charges"
Help with Quote template for peer review
We are wanting to do peer review of quotes/proposals, however the quote templates dont have product cost, profit margins, etc. It is difficult for a manager to approve a quote without ensuring nothing is going out at improper margins, etc. I have not
Introducing Sub-Accounts in Zoho Books!
Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other
Need to be Amount Adjusted with same Group Comany
Dear Sir/ Madam, Good Day, Example wise i write my quire Below A B C & D E F Bothe are Same Group Companies We Paid 50000 AED to ABC Company but we received Invoice 48000 AED worth of material Balance 2000 AED invoice i received from D E F. I Need to
Transfer between 2 accounts in forein currency
Hello, While abroad, I have exchanged some money in a money exchange service from a foreign currency (MYR) to another foreign currency (USD) without passing through my base currency (CHF). How do I record this transaction in Zoho Books? When I try to
Zoho Books Webhook in Custom Module doesn't work
I have a custom module "Purchase Request" in Zoho Books in which we're trying to convert status of the PRs to Draft and Pending Approval. We've explored different applications and custom functions but found that the status is not "writable". However,
Imap Support?
Does Zoho Books support IMAP? I have enabled outlook integration from settings in Zoho Books Yet the emails I send from Zoho Books for example if I email a purchase order or an invoice I dont see them in it in my sent box in outlook Is there a problem
ADDING FUEL SURCHARGE & HST
Hello I need to invoice the customer showing both Fuel Surcharge & ON HST separately. The FSC should be 20% of the subtotal. The HST should be applied to sum of Subtotal + FSC So it should be like: SUBTOTAL: 100.00 FSC (20%): 20.00 HST (13%): $15.60 How
Handling Deposits to Vendors and how to book this
Our scenario: 1. We rent equipment from a renting company for a project (Vendor "Eurorent") 2. We receive an order confirmation with a request to pay a deposit of € 1500. (this is not a Bill) 3. We pay a deposit of € 1500 for the equipment. 4. After using
Zoho books partners: Transferwise, Resolut
Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated? I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
Unapplied AP Credits not showing up on AP Detail Aging
I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the
Zoho books bulk update for invoices
Hi Zoho team, Why only 25 invoices can be bulk update at a time. I am booking 800 to 900 invoices in a month. Please increase this limit? Please dont tell that you dont have enough request for this task. 25 limit for bulk update is too much low
Salutation
Hey there, I want to make an indvidual salutation. It is possible to use if statements in the email templates? For exampe: When is male then wirte "Dear Mr." else write "Dear Mrs." Thanks David
Personal Expenses
I have reviewed the board and found a few scenarios like mine however not exactly so sorry if this is a re-post. I just recently joined Zoho Books and had to go through 2000 transactions manually which took FOREVER. So the dilemma that I am facing is that I have attached my personal and business checking cards to my account because it was not until half way through 2015 that I decided to open up a business account as an independent contractor. When I first started my account I placed the opening
INVOICE DONT HAVE AN INCOME ACCOUNT FIELD TO POST TRANSACTIONS
INVOICE DON'T HAVE AN INCOME ACCOUNT LIKE THE EXPENSE ACCOUNT FIELD IN THE EXPENSE MODULE. PLEASE CAN YOU TELL ME WHAT TO DO TO ADD THIS FIELD AND FUNCTION TO POST IT TO THE RIGHT INCOME ACCOUNT. THANK YOU VERY MUCH
Adding transferwise.com as an online payment method
Hi, I am not a fan of using Paypal or google pay, can we look at introducing transferwise.com as a payment method as i think it will work better in the corporate world. https://transferwise.com/ Cheers
Why "balance due" for the VOIDED INVOICE is not zero?
We wonder why the "balance due" for the VOIDED INVOICE is not zero? For example our case, we issued invoice for a client for MYR1000, then after client request for cancellation. Client haven't make payment yet. So we marked the invoice as void. We think
Getting error "invalid warehouse_id" when trying to update any transaction in Zoho books
I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I never
GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?
Installment plans
Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged
Notification based on created/updated sales order that contain certain line items.
Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been created
UPI QR Code in Invoices
Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself. This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoice
API Self Client Authtoken conversion always returns "invalid_client".
I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script. I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to create
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