Zoho Books/Inventory API for Bulk Delete Invoices, Payments, Packages, Shipments, Sales Orders. Data Migration
Hi, We are currently migrating data from ShipStation to Zoho Inventory. Before importing the new data, we need to remove the existing records from the following modules in Zoho Inventory: Sales Orders Invoices Payments Packages Shipments Each module contains
Zoho Mail MCP - Faites de votre boîte de réception un véritable atout
Qu'est-ce que le MCP ? Les assistants IA comme Claude, ChatGPT ou Gemini sont aujourd'hui extrêmement performants. Pourtant, ils ont une limite importante : seuls, ils ne peuvent pas agir directement dans vos applications. Par exemple, vous pouvez demander
Anyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
Marketing Tip #39: Drive early sales by sharing product launches via email
When you launch a new product, don’t wait for customers to discover it on their own. Email is one of the best ways to announce new arrivals because it reaches people who already know your brand and are more likely to buy something. A good launch email
Manage WhatsApp conversations across Zoho services using one phone number
If your teams use multiple Zoho services to handle different business functions, such as support, sales, or other Zoho tools, you might have asked this question: Can we manage all WhatsApp conversations using the same business phone number across these
Enabling OIDC Authentication for Help Center
Hello everyone, When multiple users access the help center, managing authentication securely can be challenging. To simplify this, organizations can enable OpenID Connect (OIDC) authentication for the Help Center. OIDC allows users to sign in with their
Users can now notify the contact while adding a 'Resolution' to the ticket.
Hello, In the latest version of the Desk iOS mobile app (v2.6.4), users can now notify the contact while adding a 'Resolution' to the ticket. Also, the 'Resolution' UI has been tweaked to support edit and delete option. Please update the app either
Add line item numbers to sales order/invoice creation page
It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am building
Why is Approval Hierarchy Not Available for the Expenses Module in Zoho Books?
Hello, I noticed that Zoho Books allows us to configure approval workflows and approval hierarchies for modules such as Bills, Vendor Credits, and Invoices. However, the same approval hierarchy option does not seem to be available for the Expenses module.
Ability to turn off "Would you like this amount to be reflected in the Payment field?" message
Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.
Introducing Advanced Metrics: Uncover how users engage with your apps
Hello everyone, Understanding how your applications are being used is the first step to making them better. While the existing Metrics feature in Zoho Creator gives you a solid high-level picture with KPIs like active users, total interactions, access
Need to make a specific canvas my default view for contacts
Need to make a specific canvas my default view for contacts How do I do it?
Find anything in Zoho Sign in seconds with Quick Navigation
You know the feature exists—you just can't remember where it lives. Hunting through menus to reach the right page is a small tax you pay over and over through the day, and it adds up. Quick Navigation takes you straight to any feature, page, or integration
Time between Open and Resolution entered
Good day, I use Analytics for reporting. Does anyone know which field I can use to determine the time between when the ticket was opened and the time a resolution was entered? Thanks
Does it save Task count?
Hi Everyone, I would like to clarify this procedure. Theoretically, would it be possible to reduce the task count by integrating all actions into a single custom function call, instead of enumerating each action individually as in a traditional flow
API to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
Inventory Barcode Creation - Add Picture of Item
Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?
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
Invoice template, how to change the text under "Notes" and "Terms and Conditions"
In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.
Shopify B2B Integration: Option to Match Customers by Company Name
It would be great if the Shopify integration could include Company Name as a customer matching option. At the moment customers can only be matched by: Email Name Email and Name Phone For businesses using Shopify B2B, the company is often the customer
Support Recording Payments in a Different Currency Than the Invoice Currency
We would like to request the implementation of a feature that allows users to record customer payments in a currency different from the currency of the original invoice. Current Limitation in Zoho Books Currently, if an invoice is issued in USD, Zoho
How can I set Zoho Sheets to Auto-Complete when entering cell data that was used for other cells in the same column?
How can I set Zoho Sheets to Auto-Complete when entering cell data that was used for other cells in the same column?
Reassign Partially Saved Entries
Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
Sub-Form Fields as Filters for Reports
Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks Dan
More Actions Menu on Reports like on Forms
Hi, I would like the "More Actions" menu on Reports for things like Enable/Disable, Duplicate, etc. Thanks Dan
Introducing the Yes/No field: Binary decisions made beautiful
Greetings, form architects! What would you do when you need a simple yes/no answer on your form? Normally, you add a Radio field. Type Yes. Type No. Until now. The new Yes/No field is purpose-built for binary decisions. It is preconfigured, visually consistent,
Add an Equation Field (Or update the Formula Field)
Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan
More Formula Functions
Hi, I would like for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current
PRODUCT LABEL MUST HAVE MORE FIELDS AND OPTIONS - VOTE NOW!
The Zoho Inventory Product Barcode generator is unfinished, very limited, and unusable for most companies that need to generate informative product labels. Companies must be able to generate labels for products they receive to control inventory, so the
The Social Playbook June edition: Traditional marketing vs. AI-powered marketing
Marketing has always been about understanding customers, creating meaningful content, and building strong relationships. While those goals remain the same, the way marketers achieve them has evolved significantly. Tasks that once required hours of manual
Kaizen #248 : Real-Time Stock Visibility from a Third-Party System with Filtering Support Using SlyteUI
Hello everyone! Welcome to another exciting Kaizen post! In this edition, we'll explore how to use Queries in SlyteUI to build a real-time stock visibility component that fetches product stock information from a third-party system, displays it in a Custom
Zoho Assist Feature Update: June 2026
Windows Quick Support The Quick Support Plugin enables customers to seamlessly connect with your support team by raising requests directly from their desktop. It also enables instant access to active remote support sessions to deliver faster assistance,
Zoho Assist Feature Update: May 2026
iOS Screen Sharing Enhancements Screen sharing on iOS is now faster and sharper. Zoho Assist now supports peer-to-peer connectivity within intranet environments for faster screen data transport, along with H.265 codec support for higher quality visuals
Zoho Assist Feature Update: April 2026
Zoho Assist’s MCP integration With Zoho Assist’s MCP integration, interacting with remote support is no longer tied to complex interfaces or manual workflows. Your AI agent understands your intent through simple, conversational language and instantly
Zoho Assist Feature Update: March 2026
File Manager for Windows, Mac & Linux The File Manager allows technicians to access and manage files efficiently on a remote device during a remote support session or even without connecting to an unattended device. It helps organize files on the remote
Zoho Assist Feature Update: February 2026
Virtual monitor in native viewer The virtual monitor feature which is available in the web-based viewer, is now supported in the Native Viewer. Technicians supporting headless or single-monitor devices can add a virtual display, enabling resolution scaling
Zoho Assist Feature Update: December 2025
Quick Support for MAC & Linux Zoho Assist Quick Support is a desktop plugin on the customer's remote machine. It allows customers to join a remote support session quickly or raise a support request directly from their desktop, streamlining the support
Introducing vertical alignment in Zoho Writer
Hello, If you have tried aligning content vertically on a document, you can certainly relate to the struggle of pushing the content up or down, or using space to position them exactly where you need. With the vertical alignment option, whether it is positioning
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Retry Emails: Monitor and manage temporarily failed outgoing emails
When emails fail to reach their destination due to temporary errors on the recipient server, they aren't immediately bounced back to the sender. Instead, they are queued for automatic retry, giving the delivery another chance to succeed without any action
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