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Zoho Books Tutorials & Guides

Practical Zoho Books tutorials, troubleshooting notes and implementation guides from real projects.

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22 entries / Zoho Books

Zoho Books 07 Nov 2023

Zoho Books: System Values Maps

A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.

Read note 35,526 hits

Zoho Books 02 Oct 2023

Zoho Books: Generate Bank Text File for Download

This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.

Read note 45,481 hits

Zoho Books 18 Sep 2023

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters

Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail...

Read note 55,051 hits

Zoho Books 06 Jul 2023

Zoho Books: Get Invoice Payment Terms via API

A quick article on getting the payment terms in Zoho Books along with their IDs.

Read note 34,999 hits

Zoho Books 12 Jun 2023

Zoho Finance Suite Schedule: PATTERN NOT MATCHED

A super quick article on resolving this issue if it ever appears again.

Read note 14,180 hits

Zoho Books 16 Mar 2023

ZohoBooks: Stripe Terminal Integration

A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment.

Read note 60,948 hits

Zoho Books 17 Aug 2022

Zoho Books/Inventory: Trigger a workflow when an invoice has been paid

An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date.

Read note 55,079 hits

Zoho Books 07 Oct 2021

Zoho Books: Display Sales Order Shipping Address on Package Slip

I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips.

Read note 28,491 hits

Zoho Books 24 Sep 2021

Zoho CRM & Zoho Books: Get Books Currency and Tax IDs

A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books.

Read note 29,302 hits

Part of Something Bigger

My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.