How can I combine several estimates into one estimate
I am a building contractor. I want to create estimate templates that can be cloned as needed to create rapid estimates/proposals for new projects. I think I have to create one HUGE estimate template that includes ALL the items required for COMPLETE projects.
Opening balances for Inventory?
Our company has been using Zoho CRM for about 2+ years now, however only recently did we convince our accounting department to switch to Zoho Books. Fast forward and they launched the integration on July 1. We've previously entered items and what rate
When can we process Journals to Supplier & Customer Accounts??
This is an important feature, is anyone in Zoho working on getting this sorted out??
What is the best way to post a large number of deposits?
I recently switched from Quickbooks to Zoho Books and like it so far, but I am struggling with matching my deposits with invoices. On certain days, I can have anywhere from 50-150 invoices that I need to match up with my daily deposits and it seems like
Woocommerce - Incoming webhook
Hello, I've recently explored various methods for integrating WooCommerce with Zoho Books and discovered that utilizing incoming webhooks offers an optimal balance of cost-efficiency and customization flexibility. This prompted me to develop my own webhooks,
Invoice Currency
Hi, I would like to create an invoice in a currency different to the base currency. Is this possible? Or is there are workaround? Thank you R
What's New in Zoho Books - October 2023
Hello users! We've rolled out a new set of features and enhancements. These updates bring you new features related to taxes, and other enhancements that will help improve your accounting experience with us. Read on to learn more about what's new in Zoho
What's New in Zoho Books - November 2023
Hello users! We're fast approaching the end of the year 2023, and we hope this has been a fruitful year so far, for your business. Like every month, we're back with the latest features and enhancements made to Zoho Books which includes a new integration,
[WEBINAR] Zoho Books : A Guided Tour (Australia Edition)
Hi all! The Australian edition of Zoho Books: A guided tour is here! This webinar will help you get started with Zoho Books. Hop in to start exploring its functionalities that make your accounting hassle-free. You can learn everything from setting up
PROFORMA INVOICE FOR ZOHO BOOKS UAE EDITION
Hi, Please add a Proforma invoice module for ZOHO BOOKS UAE EDITION. I have been requesting the Zoho support team since long ago but didn't receive any reply. Proforma invoice Is a mandatory & important feature that is missing in the Zoho UAE edition.
Email Notification for an Estimate Accepted via Public Link??
Hello All, I could've sworn I read in the documentation for Zoho Books that when an estimate is accepted via the public link, an email notification is supposed to go out, However, my team is not receiving any email notifications and I can't find a spot
Favicon state change (dot) when timer is running or paused
For Zoho Books, it would be immensely helpful as a user reminder if there was a dot added to the favicon to reflect the timer state. See the attached image for an example of the various states. This would provide users of the timer module a visual reminder,
We need a packing list Template to be added just like an invoice
Kindly consider adding a packing list Template to be added on the system may be at packing stage before delivery stuff. also if you can add Nigerian banks for receivable of payments. Regards
Directing users to the Zoho login screen to use Zoho Books REST APIs
Hello, We have a Zoho books membership, and we aim to use Zoho Books' Customers, Items and Invoices REST APIs in our ASP.NET MVC application. For example, when a new user is added to our system, in order to ensure that user appears as Customer in Zoho
Default field that is present when searching Zoho Invoices is not present when pulling an invoice directly using ID
So when I just pull a list of all records, lets say from the past 7 days. It lists the records in a JSON as expected with data for each. One of the fields listed is "transaction_type". This is generally "renewal", "new", etc. The problem is, when I use
Creating Vendor payment with tax deducted
Hello i would like to create a function in zoho deluge to create automtically vendor payment with tax deducted. There is no problem creating a vendor payement without taxes for the bills. I dont see the input of the account of the tax and the amount I
Function #3: Assign a mandatory reporting tag to invoices
At Zoho Books, we receive numerous inquiries about the option to mark reporting tags as mandatory in transactions. We do acknowledge the usefulness of this functionality and we plan to include it as a default option in the future. In the meantime, we
Purchase Requisition
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> Bill Can you please reach out to katesiri@eecl.co.th for PR demo. I need to integrate the PR add-on to our ZB account.
Accounting on the Go Series-19: Flexible Invoicing- Tailoring Transactions with changeable Templates in Zoho Books
Hello Zoho Books users! We are back with another 'Accounting On-the-Go' series and this time, we will talk about a feature that adds a touch of personalisation to your invoicing journey. Zoho Books mobile app enables you to select different templates
Migration From SAP B1 To Zoho Books
Hello, Wondered if anyone can help. We have configured Zoho One and now are ready to migrate all of our historical transactions from SAP B1 to Zoho Books. All Cusomters, Vendors, Items and pricing has already been done. So we need to migrate everything
How to record electricity expenses, office expenses and miscellaneous expenses in the software.?
ow to record electricity expenses, office expenses and miscellaneous expenses in the software.?
Including addresses in contacts API
When I invoke the Zoho Books API to retrieve a specific contact (https://books.zoho.com/api/v3/contacts/2888473000000074161) the response is a single contact with all details including billing_address, shipping_address, etc. When I retrieve all contacts
How to get the billing address for a Zoho Books contact using Deluge
I'm trying to get the ATTENTION value from billing address for a contact using Deluge. When I use the below code I don't get any address related information. Is that because the contact comes from Zoho CRM? zoho.books.getRecords("Contacts",organizationId,customerSearchParam)
Shipping address on sales orders / invoicesf
How do we add shipping addresses to sales orders, without having them auto attach to the contact. For example we dropship for a certain customer, about 1000 different orders per quarter. All these addresses are getting saved, and its driving sales people
Zoho Finance Limitations 2.0: How to HIDE item COST to set of users / role
Is it possible to hide item COSTS to a set of uers? I do not want users viewing cost of items. I currently use zCRM and this is possible. I don't see where it's possible with the "more advanced" zoho books! I've been doing lots of testing on a migration
Statement templates selection for customers
Hi, This may be already available, but I cannot find how to do it! It is already possible to select different invoice templates for customers. Is it possible to do the same with statements? My business is property management, and many customers pay their
Cannot select foreing currency when adding a new customer
I have a new client and need to invoice them and record their payments in a foreign currency. On the FAQs and forums, it's written that I just need to select the appropriate currency when adding them as a new customer. However, the software does not allow
Account for funds rx on an Invoice for "Grants Account" versus considering it for the "Sales Account"?
Our organization has been awarded a governmental grant - and they require an invoice to process. Zoho has an amazingly bright invoice format and this worked for their purposed. However, when I go to accept the payment and match the funds to the invoice
How to manage "Leasing activity" in Zoho Books
Hi , I would like to have insight about how to manage leasing activity. I mean : - I have customers who own equipment from my company and the invoices today in Sage are at their name - But the real payor and owner of the equipment is the Bank who has
Books invoice reminder, without the pdf invoice in the attachment
We need to create Books invoice reminders, but without the pdf invoice in the attachment, is there anyway to do it based on the invoice due date?
Additonal "group by" in Expense Details report - Category
It would be extremely useful to be able to group by Category in the Expense Details report. Currently I have to approximate this by grouping by Vendor but that is not sufficient as a single Vendor sometimes provides services in different categories.
How to import & update Customer / Account "Contact Persons"
I've exported contact persons from Books and tried to re-import them with updated details but unfortunately it just re-created the contacts rather than update them. How can we bulk update contact persons in Zoho books?
CUSTOMER / VENDOR Adding
Iam requesting a support for clarifying adding a new customer or new vendor if it is exporter or importer, so how can we do the tax treatment part when we are creating.
Assigning multiple users to customer or workaround
We limit the visibility of transactions and customers so our sales team can only view what they own. As we grow, we will have some of those reps managing others, and the managing reps need to be able to see those customers and transactions so they can
Newb question on using Zoho
Our business works on machines at customers' facilities. We want to add a customer and under that customer, we want to add the customers' machines under the one company profile. Then quotes and invoices would reference a machine at the customer facility.
Viewing Old or changed estimates in Zoho books
We do estimates for clients through zoho books and send from zoho direct to the client. However we are having issues after the estimate has been modified a few times and resent. Basicaly old original estimates cannot be found. Is there a way we can look
Customer Portal for Multi-Store Accounts
Hello, we have many customers that have more than 1 store. Each store is an Account in Zoho CRM/Books. How do you handle this when your customer has for example 10 or 50 stores and their bookkeeper needs to log into the customer portal for orders, invoices,
Change of Billing period from monthly to yearly
Hello, How can we change the billing period of Zoho Books from 1 month to a year? Thanks, Kristina
How do I call the Year and Month in the Invoice Number Prefix?
As mentioned in the subject, how can I do that? I was aiming for this format> 2024-02-2501 where 2024 - year 02 - month 2501 - starting number
How to track reimbursement between business and personal bank account?
How do I go about recording a reimbursement when I’ve transferred funds from my business bank account to my personal bank account for a business expense (equipment and manufacturing supplies)? The expense was made on Dec 30 2023. The transfer was made
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