Issue with Attachments in "Email a Thank You Note"
Greetings, from a few days ago, when registering a new payment and clicking on 'email a thank you not for this payment', Zoho Books does not send anymore my attachments on this email, as before. It is very important to us, once here, we have to send another
Default account for service invoice
Hello, My client has some invoices for which he has entered a service description rather than using an item. Is there a way to set the income account on this invoice, or can that only be done by using an item?
Extracting data from ZOHO through API
How can I extract the invoice and bill reports from ZOHO through API? I have to create a dashboard in Power BI and we do use other software too for accounting, so to get all data from different software in single place I need the API.
Calculation of depreciation
Can we add the feature of calculating the depreciation on assets as the year-end and mark a journal once done?
Select Invoices by Date Range
Is there anyway to select invoices by date range then print them in bulk? Now I have to go and click on each invoice I want print and usually it opens up an invoice (because my cursor in wrong place) . I would like to select only invoices for April and then print them in bulk. YOu need this feature in most of the areas
No encuentro la opción para crear una orden de compra
No encuentro la opción para crear una orden de compra, soy nuevo, ya busqué tutoriales, pero no me aparecen dichas opciones.
Unable to pay bill from Prepaid Expense account
Our transport vendor requires us to use their prepaid system. We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed. These bills must obviously be settled by from our prepaid account. I am unable to record
COST CENTER
Hello, Is it possible to add cost centers.
Urgent - issue with VAT registration
Im trying to enable VAT but it wont let me add my company VAT details. I'm getting this. Please disable Adjustments and Entity level discount before registering for VAT How do i do this as i cannot find answer. It would be nice if there was a help icon
No Updation of manual journals in case of Accrual basis of Accounting
Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basis
Excise Tax for Oman
We are a long time user of Zoho for multiple businesses. We have now started a new business division which is trading of beverages. This product however has an import excise tax (50% of assessed excise value) and sales excise tax (50% of invoice value).
NEW TO ZOHO
I am transferring from company accounts which are being recorded in written book keeping method. I have stocks which are purchased in cash some by credit from vendors. I have datas from pervious year like total sales and purchases etc In future i will
GROUPING OF CUSTOMER
SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKS
Convert Sales order to Delivery Challan
Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order
Cost Center accounting
Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? If
How to record Staff payment and receipts
I'm a bit new with zoho so I have few questions its great if anyone here can help I work for a logistic company, every 1-2 months we transfer a lump sum $A to drivers so that they can pay for fuels or they can buy some tools. So my questions are - What
Enhancement - P&L Statement and Balance Sheet
Hi there! Providing an option to compare financial statements from different quarters was one of the most requested features in the recent times . We're more than excited to have come up with a solution - a Comparison feature for P & L Statement and Balance Sheet. Profit and Loss Statement and Balance Sheet provide you with a clear picture of the 'hows' your company can generate more revenue or cut down on costs and what you own and owe. But, then having this year's statement compared
restrict access to user to create invoice
hi team we need to restrict particular users from accounts dept to create invoice directly from invoice module in zoho books . Rather , they can only able to create invoice is by using "convert to invoice" from "Sales Order" module . pls help us to solve
Request to Make Cheque Printing Available as an Add-On Across All Plans
Hi Zoho Team, I have been using Zoho Books and other Zoho products since 2019, and they have significantly streamlined my business operations. However, I believe there is room for improvement in terms of feature availability across different plans. One
Zoho books api - sales order last ordered date
I would like to get the last ordered date for each contact in the book. How can I do this?
Pay Contractor Timesheets
I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?
Invoice attachment download problem.
Hello, I am using following zoho books documentation to get an invoice attachment using API. https://www.zoho.com/books/api/v3/invoices/#get-an-invoice-attachment Using above documentation method only latest attachment of invoice getting downloaded. There
Itemising receipts from online sales
I operate a very small not-for-profit that sells a small number of things (mainly backing tracks) online. They are sold via PayPal and I use the PayPal activity report to feed my account software. I am looking for an alternative to Reckon One, and assessing
importing invoices from woocommerce to Zoho Books
Hi, I am using Zoho Books as part of Zoho One and am struggling enormously. I have been trying for months to migrate/add all my WooCommerce invoices to Zoho Books without success. I tried the CRMPerks plugin, but it never worked, and the customer service
Write off bad debt
Anyone know how to write-off bad debt in Zoho Books? I keep reading that there's a write-off option, but I don't see that option. Is there any other way to do this?
Function #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engage
Issue: Sales Order Not Closing After Converting to Invoice
I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status
Detail Profit & Loss, how to do in Zoho Books?
Is there any way to generate a detail profit & loss (Income Statement) from Zoho Books like the one in QuickBooks? I have 2 clients looking to jump from QB but this 1 report is the deal breaker if not available. They both audit their books from the detailed
VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM
Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
Zoho Books -> CRM Custom field sync for contacts
I use a custom field for my three different brands. Since I wanted to start a newsletter I recogniced there is no option to import from Zoho books to Zoho campaign. Only through CRM. I can't sort my customers because the custom field is not synced to
South Africa VAT
Hi When will you add South African VAT and VAT Reporting to ZoHo Books? The UAE version looks very close, except obviously we would love to directly interact with the South African Revenue Service - but that can come later. Kind Regards Ben
Banking / Matching Bill in different currency
Scenario We've received a bill in CHF. The payment was made via our USD banking account. What we tried Matching the bank transaction to a bill - no matter which search criteria we use, no bill can be found. Trying to match the bank transaction to the
Inquiry About Layout Rules for Items Section in Zoho Books/Inventory
Good day, I am reaching out to inquire if there is any way to implement layout rules for the items section in Zoho Books/Inventory. Before we proceed, I am aware that item groups could be a potential solution. However, the customer is not inclined to
Amazon purchase Integration
Hi all, This may be a stretch, but I have to ask anyway. I am a reseller; most of my purchases are from Amazon, SHEIN, and TEMU. Is there a way I can enter the Amazon invoice\order number in Books and retrieve the Amazon order detail order?
Email Alert attachments unavailable for Vendor Payments
I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is
W-9 Upload Limitation (250 kb) is Too Small
Nice touch to add a system field to deal with W-9 forms for the US. However, the system limitation of 250 KB is way too small for this. Because the form must be signed, many (most?) vendors use a scanned form, and those are always larger than this. While
Invoices using purchase account instead of sales account from Items
We're running into an issue where invoices created from bills are using the purchase account on the journal entry for the invoices as opposed to the sales account. In the screenshot examples you can see that the sales account is janitorial services but
Items usage in Expenses function
I'm trying to utilize the item that I have created in the expenses function, but unable to do so. But this is accessible in Bill function. Why is that so? Its common for small business to buy inventory/items by cash. I feel this should be implemented
POS Integration with Inventory
Hello! I'm looking for a good option for Point of Sale that integrates with ZOHO Books, including INVENTORY. Or maybe a different, easier way of doing things. Currently I am using Square for POS. While I was able to integrate the transactions (cash
Europäische Zeichen: Komma "," anstatt Punkt "." möglich?
In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestellt
Next Page