While importing journals in .xls file; Error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values."
Dear Community, please help with suggestions to resolve error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values." Some transactions spooled from Bank Statement into the jounal.xls have the same value dates.
Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.
Item sales account via api
Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?
bank reconciliation screens no longer indicate what transactions you have matched to the bank statement
I'm trying to reconcile a november bank statement. I used too be able to mark the transacions as I matched them (manually) Now it just tells me the number of matched but no indicator of which ones. Can some one please help? thank you
Overwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
Cryptocurrency acceptance
Hi there...a suggestion for Zoho Books: We would like to accept Bitcoin / BitCoinCash / Ethereum as a payment method, and have it automatically show up as payments on invoices. Thanks!
When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.
I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the
Does ZOHO Books Support foreign accounting?
Hi everybody, I'm from Israel and have many Qs regarding using ZOHO Books and tax regulations, etc. My main concerns currently are: * Do you know if ZOHO Books provide full support according to the Israeli regulation when it comes to invoices, receipts,
[WEBINAR] Accounting streamlined for CONSULTING SERVICES with Zoho Books (GCC editions)
Hello there, If you run a consulting service-based business in the GCC, this webinar is for you! Join us as we walk you through the essential modules and features to streamline your accounting. Learn how to set up a consultancy organization in Zoho Books,
Is it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don't
Zoho Books Bookkeeper
We are looking to move our current finance activities to Zoho Books, and our current bookkeeper doesn't have the ability to learn a new software. Does anyone have any recommendations for a local bookkeeper in Ontario?
MULTIPLE SUPPLIERS
I am a wholesale/retail business that has thousands of inventory lines that we buy from multiple suppliers. I would like to do the following: Be able to quickly identify suppliers with their MPN's, costs and lead times in the product screen so that i
Anyone Using Gusto Payroll w/Zoho Books? What do you think?
Its very clear from doing research that Gusto is far superior to any other payroll provider. Thinking of switching over them them. Before doing so: Anyone using Gusto and Zoho books now? If so, what do you think? Do they work well together, not work well,
Syncing payroll from Gusto to Zoho Books
We use Gusto for Payroll and will not be changing that. We are new to Zoho Books. We checked before moving to Zoho and saw an integration with Gusto https://gusto.com/product/integrations/zoho-books. We assumed this would sync payroll data from Gusto
Zoho Books Price list associated to a cusomer
how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customer
Unlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting
Where can I find the API names of Items in Zoho Books?
I am trying to use the Production Information -> "COST PRICE" in a Zoho Creator Deluge Script but can't find the API name of this field. Thanks for your help!
Modify the name of an item with Month variable
Hello, I am using Zoho books as a Point of Sale. I am trying to change my old system, to do that I need help with the next: 1. If there is a way to have a formula in the name of the item, For example I have an item with the name of "Mensualidad" that
Receive items from PO that has already been billed
Rarely manufacturers bill for items before we receive the goods, but when this occurs.... {"code":36510,"message":"The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s)."} There is no documentation on this. Please advise
Auto Payment
Hi. Is there a way to automatically take payment from the preferred payment gateway upon invoice's due date? I cant see a tick box for that, but wondering if there's some sort of Deluge wizardry that can be done?
Automatic feed for OCBC and DBS does not work
I would like to post this as a warning to all Singapore users thinking of signing up for Zoho Books. STAY AWAY!!!! Go for Xero instead. I've recently signed up for Zoho Books (Paid account) as I was told by their sales rep that it would be able to link
Function #19: Associate invoice templates automatically based on branch
Much like the custom function we shared last week, today's function also aims to facilitate the automatic association of invoice templates. When you're managing business operations across various branches, there may be a need to create and send invoices
Recording inventory purchase as an expense
Hi, Currently Zoho only allows you to enter inventory purchase as a bill and make a payment for that bill. This is a two-step process which can end up taking quite a long time to record entries. As opposed to this, QuickBooks has a feature that allows
Report inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, the
Software Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.
PRICE INCLUSIVE OR EXCLUSIVE IN ITEM MASTER CHECK BOX
please provide checkbox or tick box to specify price mentioned in item master is inclusive or exclusive of taxes for better information. The feature is available in odoo and its very helpful.
Zoho Books - Organize view in sections
Hello, Is it possible to organize the basic or custom fields in Zoho Books (estimates, invoices...) views ? Did not find a way to do it. With many fields you obtain a long list of unstructured/unorganized fields. If it is not possible, is it planned please
Zoho Books - Cloud file picker storage solution order
Hello, Is it possible to determine the order of the 3rd party storage solutions in the cloud file picker. We use Workdrive and the first one is Zoho Docs. It forces us to click every time on the Workdrive icon to reach the files. We'd like to position
Import Invoice error
Hi Team, While I am uploading the invoices through import method it's throwing one error "Invalid value specified for the parameter" for the column "Invoice number" I have tried multiple formats still the error is coming up What could be the reason
An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out.
Hello Zoho, We frequently get the below error while refreshing bank feeds in Banking Tab. "An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out." Ticket No 90609456 Please fix the same. Than
The payment entered is more than the total amount due for this invoice. Please check and retry.
Iam getting an error, when i try to reduce the amount of the paid invoice , were percenatage of tax was over charged in the invoice. How do i adjust the payment when invoice is already generated and customer had already made the payment.
How can i Customize Delivery Note?
I need to customize delivery note like change the tittle for language purposes and also include only the balance due
Webhook 'when estimate is refused' is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
Expense vs Bill
What's the difference between an expense and a bill? When should I use them? Eg. I charge a client for a service. I charge them 1 lakh for the job. However, I also have to pay 3 guys @ 25000 for getting it done. So I've spent Rs. 75000 for getting this
Selecting Multiple Transactions
Is there a way to select multiple transactions when in a bank account and batch categorize them?
Portal orders
Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?
CUSTOMER RUNNING BALANCE WHILE PRINTING RETAIL INVOICE IN ZOHO BOOKS
This is basic problem in zoho books where at the time of printing retail invoice, we can't add customer running balance. Kindly provide this feature as every other accounting software has customer credit balance option at the time of invoice printin
Pay milage expense with undepositied cash
Hello When I add millage, the only probable option to "pay through" is Owner's Equity. I pay for the fuel using undeposited cash but I can set "paid through" to undeposited funds while entering mileage. I do not have employees and this is the mileage
2025 Just Got More Exciting for Developers!
Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow
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