Account Transactions
The default heading for account transactions is as follows: Date Account Transaction Details Transaction Type Transaction Reference Number Debit Credit Amount The "Amount" column is redundant and repetitive. All you are doing is repeating the information
Invoice Deductions
Hi I am having difficulty trying to enter invoice deduction details into Books. If Books allowed deductions to be allocated to Current Asset and Current Liability accounts I would know what to do,but it doesn't. So here is my scenario: --- Invoice Example: invoice Amount for Rs.1000000 ( accounted in income) deductions as follows : TDS 1% - Rs.10000 ( accounted in withhold tax amount as TDS ) Retention Amount 5% - Rs. 50000 ( hold amount which will be released later once the contract period is
Contra Entires (AR & AP)
Hi Team Zoho, i hope you are doing well. I have a question here, as there are no SUB ACCOUNTs yet in ZOHO Books, how can i adjust the Bills or Invoices if I am dealing with a contact as both i.e Vendor and Customer. Zoho Books is a good Software for Basic Business needs and i understanding your team is constantly working on it to make it a better software for all sort of uses in Business. But i am very disappointed to that progress is very slow. despite of being asked couple of times for the SUB
Unable to Enable "Restrict Out of Stock" Option Due to Incorrect Negative Stock Values
Dear Zoho Support Team, I am encountering an issue with enabling the "Restrict Out of Stock" option in Zoho Books. The system prevents me from enabling this option, citing that there are items with negative stock values. However, I have thoroughly checked
Books PO Due Date on Calendar
Hello, I am currently looking for a way to add calendar events to either an Exchange or Google calendar to track PO's based on their estimated due date. Does anyone know how to write a function that would be able to do that? I know we have done it in
Function #60: Automatically generate invoices for unbilled timesheets at regular intervals
Hello everyone, and welcome back to our series! In the Time Tracking section of Zoho Books, you can set up projects to track services provided to your clients and log timesheets to record the time spent completing them. These timesheets can be billed
Can't filter for a null value in a custom view
Hello. I'm wanting to create a custom view to determine if a particular field has been populated. Much to my chagrin, it seems that Books won't allow you to have a value of null as your search criteria giving you an error stating, "Please enter a value
Camera Plugin For PC To Scan Bills/Receipts
Hello, please can we get a camera plugin that activates a webcam to scan receipts/bills when we press the "Upload File" button under "Attach Receipt". It would work similar to how the mobile app works. This would make it so much easier, we don't have
I need to delete all my contacts without transaction
Hello, I have over 600 000 contacts in Zoho Books. I need to clean it however I can't find a way to delete all of them at once (except the one with a payment due). Then sync back only the necessary contacts and accounts. Is there any way to do so ? Thank
see due dates from zoho books in calendar
Hi, we are starting a new business and I was wondering if I can see the due dates of the invoices and bills in the calendar?
WhatsApp Integration not working.
Hey my Whatsapp integration isn't working. tried sending my quotation and there was failed sign (Red ! Mark) instead of tick or double tick.
When to use Expense and when to record it as a bill?
I refer to this help page: https://www.zoho.com/in/books/kb/bills/expense-or-bill.html The description mentioned here doesn't really help fully. If we go by this example - it won' t really help. You can buy bulk from Amazon for trading purposes. But we
ZOHO books API to get invoice details doesn't have supplier name,GSTIN etc (Get an invoice)
HI Team, 1. I am trying to fetch complete information of an invoice raised in zoho books using API "GET an invoice ". The JSON response doesn't have the following details. Whereas in UI if I export invoices in excel template it has all these details.
Segregating Customers and vendor and transactions branch wise
How could i segregate my customer and vendor and the master data branch wise in the zoho books with maintaining secrecy of data of one branch to another branch?
How to categorize a returned payment into the same expense account
Example - I pay Google $200 and record that payment under the Advertising account. Then, the $200 is refunded (for whatever reason) back to my bank account. This "refund" should be categorized also under the Advertising account to balance-off the actual expense. However, Zoho Books does not allow me to record the refund under the same account (i.e., Advertising account). Xero and Quickbooks allow you to do this which in my opinion is better than creating an "Others" account as I’ve seen being suggested
How can I add a new loan?
Hello I just received money from my bank because I signed a new loan for an investment. How do I put this in the accounts? Regards Dimitri
How to register discount with vendor payments?
Hello, How can one register discount from vendor for early bill payment? Example: Vendor issues Bill with 30 days credit for a total of $1,000 If paid within 10 days of Bill date, one can deduct a $10.00 discount for early payment. When one registers
Zoho Books API - Returned Terminated because API Call is taking too long to respond
Zoho, We have been heavy Zoho Books users for 6+ years. We run thousand of API calls/day to Zoho Books, many of them through Zoho Flow. We are continuing to see a degraded experience with your API. In particular, we are sending API requests to create
How to show only Uncategorized Expenses?
I just want to show a list of Expenses that are Uncategorized, but don't see a column or filter option to help here?
Georgian unicode
Hi everyone, I just started using Zoho Books' service, and I'm trying to make an invoice with Georgian letters in it. In the app, everything looks fine, but the PDF file received in the email does not have Georgian words. This screenshot is from a web
Paypal business customer getting error message
I've had 2 customers try to pay their invoices via Business paypal and they are both failing. Both are US paypal customers:
Display problem in customize layout PDF
Hello, I've built a customized layout in Books. However I have a problem, when the items table flows to a second page, or worse, when one items it between 2 pages. The problem is that the table header is displayed beloew the rows ! the item table is a classic HTML table, so it should be a problem. I also forced to jump to next page only between row. Here is how it is currently. How can I solve this problem ? Thanks !
Books Invoice Comments and History
My customer claims they did not receive an invoice but under comments and history there is the following comment with a date and time "Customer has viewed the invoice in the email". Is it possible it was not received? Is there any more information regarding
How to Make a single invoice for multiple branches of a client?
I have a client whose business branches are spread over a country and we are asked to generate a single invoice for the headoffice, detailing the specific branches where we rendered our services and goods as well. Moreover, some of branches are situated
The Zoho Finance Workshop 2024 is here!
Hello users! The much-awaited event of the year is back. The Zoho Finance Workshop is an annual event curated by our team where you can learn all about Zoho's finance applications. It's a chance to discover new, more effective ways to use our apps to
Im having a code 15 error
It says that I have to ensure that my JSONString has less than 100 characters. What to do?. Please help
Removing old, imported transactions from "Best Matches" and "Possible Matches" list
This year I migrated to Zoho Books from another accounting system. I imported all of my data from the old system. Now when a new transaction comes it the list of possible matches is very long and goes back though years and years of transactions. All of
Dashboard on Zoho Books: rearrange widgets/boxes
It would be great if we could move around the widget boxes on the Dashboard of Zoho Books. Thanks!
Track sales to a specific project
How do I track sales of my product to a specific project? When I sell my widget at a farmer's market, how do I associate each sale with a project? And reporting tags don't work unless I can create a line item report in Analytics for each project, which
Zoho Books API
Hey Everyone, Does anyone else feel the API documentation lacking? Things like: the required fields for adding items to an invoice are out of date. how to delete specific attachments from invoices/sales orders/ etc aren't listed. there is no information
How can I change the format of Delivery Notes?
Hi I need to change the format of the standard Delivery Note. I insert the Delivery Note into a transparent pouch, attached to my parcels. I need the Shipping address visible in the pouch, but nothing else. As standard, the Invoice address is printed
Problem switching an existing Invoice to another client name
Hi, I am trying to switch an existing invoice so it goes to another client. (I need same invoice number, just need to address it to another client.) It used to be easy to do I think... now it seems it won't work... the action works but it doesn't register and stays on old client...) Please advise Regards
Finding Credit Notes based on invoice number in the API
In the api, Is there a way to find all the Creditnotes associated with an invoice? I cant find anything in the documentation. I can use the "search_text" parameter, but it's not quite ideal. If I look up invoice 34, it will show me the credit notes for
Attachments on Invoices
Hey Everyone, I was looking at the API information for Zoho Books. I am working on software that transfers invoices from my POS and uploads them to Zoho Books. Ideally, it transfers a pdf and attaches it to the invoice, and will delete old invoices, if
how can i convert a bill to an invoice
i have several bill records from a company to i outsourced that i have to invoice to my customer, is that possible?
sell pre paid service packages
I want to offer hourly packages, so it would be nice if I could create an advance invoice in (Billings) Checkoutpage, which is then invoiced in Books. Important, I don't want to do this in the backend itself. The customer buys via the product checkout
Managing Petty Cash in ZOHO Expenses
Hello, Is there anyway to make all the Account Types In Chart of Account to be available in the ZOHO Expenses under Categories as only "Expenses" are available as of now. which is correct. But my concern is to maintain the complete petty cash in ZOHO EXPENSE and each replenishment means a new Expense Report, but due to unavailable accounts/categories in ZOHO Expenses, I'm unable to do this. Please advise.
Approval for non-billable project hours
Dear, Is it possible that non-billable hours / time entries must be submitted for approval? At this moment, it is only possible for billable hours. We have internal projects which are non-billable. Although, I want to track the hours spend on these internal
Hidden Module Showing
Hello guys, I have set a salesperson user and role in Zoho Books, activated a few modules like customers, invoices and expenses, and initially activated Items module as well, but as I noticed then that the salesperson can see purchase cost in the items
How To Disable Tax Reverse Journal in Implementation of Unearned Revenue
Hi There, i'am start using zoho books just a week ago.. and i do some of trial and error to adjut the standard of bookkeeping in my country, and i found that if i record Retainer Invoices included with Tax.. then, if i implement the Retainer Invoice into
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