Hiring Staff Accountant in San Diego with ZohoBooks Experience
Hello, We are a San Diego, CA company looking for an experienced Staff accountant or controller that has ZohoBooks experience for a full-time position. Please reach out if interested. Best, Ben
Match Transaction > Filter | Allow wildcards in search
The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National
Sub accounts in Balance Sheet - specifically Assets
I've added in a new account, IP Developed, under Intangible Assets. When I run the balance sheet report, it shows on its own without a header, just tacked on the bottom of all the other assets. I'd like it to show under Long Term Assets or Other Assets.
Assign default Location + warehouse to Customer / Vendor
Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and
Check Sales Order for Duplicate Line Items by SKU
It would be really nice if Zoho Books offered at least some of the features that the 30 year old software we migrated from did. When entering a Sales Order having some kind of warning pop-up if you try to enter the same item again would be very helpful.
Assign Vendors and customers specific branches ( location )
Hi Team, Is it possible to assign specific customers/vendors to specific branches.
VAT in Retainer Invoice -UAE
It's currently not possible to add VAT to Retainer Invoices. UAE TAX LAW however makes VAT mandatory on each retainer invoice in UAE So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices
Add SalesPerson PlaceHolder in Notification
We have the ability to include only Created By But for my use case I need the sales Person in the Email as well And the subtotal as well Please give us access to Sales Person and Subtotal Placeholders
Using Equity Contributions To Fund Investments/Expenses?
Hello! My partner and I just transferred over to Zoho Books and are trying to figure out how to adapt it to our business model. We currently fund the company as individuals and utilize those funds to: 1) Cover OPEX 2) Invest in companies. - I recorded
請求書に添付されているファイルをAPI経由で取得する際の問題について
Books APIリファレンス 現在、Books APIを利用して請求書内の添付ファイルを取得するメソッドを構築しています。以下のコードを参考にしているのですが、添付ファイルが複数アップロードされている場合、responseにおいて2つ目のファイルの情報しか取得できない現象が発生しています。 headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
Item bulk update
Why is there no "pruchase rate" to select in the field selection ? We have far more purchase increases than we have selling price amendments !
Zoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
Filter a report for a specific bank and a specific transaction type (interest income)
I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I
Enhancement - Financial Reports
Hello Everyone, As part of enhancing reports in Zoho Books, we have added an option`Compare With` in Financial reports. Using this, you can compare the current period with Previous Year(s)/Previous Period(s) (Maximum 3 periods). This option is available in the following Financial Reports: * Profit and Loss * Cash Flow Statement * Balance Sheet Please feel free to share your feedback. We are glad to hear from you. Regards, Nithya - Zoho Books Team.
Zoho Books GST enabling issue.
Without knowing I have created a Branch in Zoho Books, Now I am trying to enable GST option but is disable? Is there anyway to enable the GST Button?
ICICI Bank integration
Why the ICICI bank integration has been disabled? We opened the ICICI bank account only for integraton with Zoho. It is taking lot of time to do manual payments using file upload method. When will be the new ICICI bank integration enabled in India?
How to undo a reconciliation?
I need to update the "Expense Account" field on a bunch of expenses that I've already reconciled. However, the system will not allow this field the be changed since it is reconciled. I haven't found a way to remove the reconciliation status for the
Modifying product search in invoice field
Hello, I imported my product list in Books. Since I have many products with the same name, but with different order units, and that Books doesn't permit same names in items, I used ID's number has product name, and put the product name in the description.
Dark mode
Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.
What to Add in the Redirect URIs for Zoho Books Integration with Make.com
I'm currently setting up an integration between Zoho Books and Make to automate my accounting processes. However, I'm stuck on the Authorized Redirect URIs part and could use some help. As part of the OAuth authentication process, I need to configure
Zoho Books - Feature Request - Show Custom Template Preview
When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional
SPF, Zoho Books, Send from my domain
I am unable to verify my domain through Zoho Books: this is the text record: v=spf1 include:spf.protection.outlook.com include:zohomail.com -all I waited 24 hours already with error: SPF record not found. Contact your domain provider.
How do I record timesheet invoices generated in Zoho Workerly against a Sales Order?
We have customers who issue us a Purchase Order for an aggregate amount of hourly services, which we invoice against on a weekly, bi-weekly, or monthly basis (contract dependent). For simplicity, let's say the customer PO is for $50,000 (1,000 hours at
Bills vs. Expenses
Hi eveyone, Can somebody explain me a little bit better of how can I use Bills and Expenses in my business? I don’t understand their differences to be honest.
Match one bank transaction to multiple customer with TDS dedcuction
Hi team, Just wanted to know. How can i match one bank entry to multiple customer invoices with tds.
Zoho Product Sync between Books and CRM is a mess
The syncing of products between Zoho Books and CRM is completely broken. Why is ZOHO CRM the center of all products? Surely it should be Books or Inventory that is the central focal point of all things to do with a business backend (i.e. not marketing
More Workflow Triggers
We utilize a lot of workflows in our organization. Recently we've identified two use cases where we would like a workflow to run a function. Upon further checking, the workflow trigger wasn't available, or the only option was to run the workflow more
Announcement - Custom Function Series
Hi folks! One of the key attributes of Zoho Books that we're really proud of is the ability to automate your routine accounting tasks in an efficient manner. For most businesses, accounting would involve a set of repetitive tasks that consume a good chunk
Feature Request – Support for Saskatchewan PST Self-Assessment in Zoho Books
I’d like to suggest a feature enhancement for Zoho Books regarding Saskatchewan PST (SK PST) self-assessment. Currently, when filing the SK PST return using Zoho Books’ return generator, there is a field labelled “Consumption Tax”, which is intended for
Customization in PDF templates for custom modules
I'm facing some difficulties when it comes to the custom modules in zoho books: 1) Is there any way to get the item table field for my custom module? It doesn't show up in the dropdown when trying to add a new field. 2) I was trying to somehow get 1)
error in making eway bill
at the time of generating eway always a pope appers to enter the valid state code as state is auto gnerated while creating new customer
Need Feature to automatically fetch the registered GSTN Address of the AP Vendors
Hello Zoho Need Feature to automatically fetch the registered GSTN Address of the AP Vendors and update the Zohobooks Vendor profile automatically so as to avoid manual address updations. Please do the needful here Thanks
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
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