Edit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.
Managing Shopify Payout Balances in Zoho Books
I am recording my Shopify orders as Invoices and once Shopify credits my bank account I reconcile the payout to the specific invoices and create a new transaction to account for the Shopify Merchant Fee. That is fairly straightforward to me. How should
How do I link my invoice to an estimate?
There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'.
Programmatic Itemized Expenses?
It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?
Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
crm to books
We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?
Recurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10
Steuerberater der Zoho benutzt in Deutschland
I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst
iOS Books app shows filtered view after changing to All sales orders
My boss often checks sales orders on his iPhone. The app is mostly working fine, but there's an ongoing issue: When switching between different filters (also called custom views on the web), going back to All doesn't often work. It typically gets stuck
Closing Accounting Periods - Invoice/Posting dates
Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
Books generiert keine valide XRechnung
Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten
Getting Internal Server Error message when filing for MTD
I am trying to file for the MTD submission, and after I filled in all the information and click (Fetch Obligation) this message "Internal Server Error [500]" pops up. I have been trying for awhile and its still the same. What shall I do as today is deadline
Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.
I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
"Track Inventory for this item" is forced checked by default for goods items (eTims issue?)
Hello, Since connecting our Zoho books to eTims (Kenya) the "Track Inventory for this item" is forced checked by default (eTims issue?) in the Item creation page for any type of goods. So when purchasing anything that the company does not intend to sale,
Group accounts that are branchs of the same company
Hi all! This is a zoho books question. many of the companies we work with have several branches. Each branch has it's own tax number. I'd like to be able to relate these branches so I can treat all the translations as if they were made with the parent
Propuesta: monitoreo automático de CFDI ante el SAT en Zoho Books México
Problema actual Zoho Books México ya cuenta con integración con el SAT y un Administrador XML que permite recuperar CFDI de proveedores, pagos y créditos directamente desde el Portal del SAT. Esto representa un gran avance para reducir la captura manual
Integración nativa de OXXO Pay con Zoho Books para México
Problema actual México tiene una particularidad importante en materia de pagos: aunque las transferencias y los pagos con tarjeta tienen una adopción cada vez mayor, existe una enorme infraestructura física que permite realizar pagos en efectivo. OXXO
Integración nativa de Zoho Books con los listados del SAT para monitoreo de riesgo de proveedores
Problema actual Uno de los retos importantes para las empresas mexicanas es gestionar el riesgo fiscal asociado con sus proveedores. El SAT publica periódicamente información relacionada con los artículos 69, 69-B y 69-B Bis del Código Fiscal de la Federación.
Migration from zoho global to zoho Mexcio
When will the migration be available and not create another entitie. We have years of information and integration and is not possible for us to create a new entitie
Client scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function
Reporting Tags and COGS
Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenue
Hide Custom Fields for Customers or Vendors
For whatever reason, all custom fields added to the Customer module also get added to the Vendor module. This leads to a clunky experience for users, as many custom fields we add only apply to one or the other. There should be a "hide" option to hide
Workflow for not getting a "Draft" stamp on the top of my printed invoice?
I have certain cases where invoices need to be printed and included with material being sent to a client. I have "Show Status Stamp" turned on inside the PDF template, Transaction Details tab. When I create an invoice, I have choices to send, save and
Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
CRM Integration - Option to Sync Reporting Tags
It would be nice to be able to sync reporting tags in Zoho Finance to a custom field in Zoho CRM. My use case is for a Customer in Finance to an Account in CRM (and vice-versa, of course), but I'm sure it's pretty obvious that this could also be used
Separator line
Is there a way i can insert a line in an invoice or quote without showing qty or prices? e.g. Options I Item description qty and price Option II Item description qty and price Thanks
Customer image field
I created a custom image field for estimates, and it works as expected. The only issue I have is that I want to be able to place the custom image field in the estimate invoice. Is there a way I can do that, the field does not give the option to display
Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
Why can't we choose Fixed Asset account for Purchased Items? (eTims issue?)
Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or something
Function #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books
We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inherit
Zoho Books | Product updates | August 2026
Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,
Discount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,
Any Possible to change the challan type in Delivery challan ?
Hello Team, We need to add the more values in challan type in delivery challan module in Zoho Books.So how to add additional values in challan type field. Please find following snap for your reference. Thanks in Advance, Thisai Moorthy.
Show when an invoice has been viewed
It would be nice to know if/when a customer has viewed an invoice. This would mean not having PDF attachments and just have the link to the invoice. My previous invoicing solution had this feature and I did not realize how much I used it until it was gone. Would this be possible, or this already available and I am just missing it?
Zoho Books | Product updates | March 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting
Zoho Books and TRAINING SALES receipt label for eTims?
Hi, Can Zoho Books implement TRAINING SALES receipts and push them to eTims for test? In other words how can we send to Zoho or even create in Zoho training mode invoices and TEST the workflow POS>Zoho Books>eTims and back without actually registering
Onboarding process
I urgently need onboarding support. My account still shows trial period.
Detailed General Ledger - Display Transaction Description in Reports
Hi Zoho Team, I'm currently using Zoho Books and have a question regarding the Detailed General Ledger report. When we enter a description or narration in transactions (Bills, Journal Entries, Expenses, etc.), the report does not display this description.
Net ##th Terms (e.g. due on the following 15th)
I have a client who pays me twice monthly per our contract. It would be helpful to have terms on my invoices where the invoice is due on the 15th or the 30th of the same or the following month.
Need to show discount before total after subtotal
Need to show discount before total after subtotal on my estimate template (see attachment)
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