#11 Zoho Books Digest
Hello Readers,
We are back with the 11th edition of Zoho Books Digest. Here's what we have in store for the community this month.
Upcoming Events
Solutions Talk series with Zoho Books
Are you a business owner in the Middle East looking to streamline your entire Quote-to-Cash process? We've got you covered! Join us for our free solutions talk in partnership with Alnafitha IT, a Jeddah based IT services leader. We will be discussing some major accounting challenges in the IT services segment, industry-specific insights, and how to balance cost and growth using powerful financial platforms.
Date: 29 March 2022
Time: 12 PM AST
Feature Spotlight
Contextual Chat in Zoho Books
Have trouble coordinating and collaborating with your teammates on transactions? Contextual Chat in Zoho Books is here to help you! With contextual chats, you can initiate discussions with other users about transactions, contacts, items, bank accounts, or projects—all from Zoho Books. This feature is powered by Zoho Cliq, an app that makes collaboration and communication easy for teams.
With contextual chats, you can:
- Discuss transactions and records with specific participants
- Get instant notifications every time a user initiates a discussion over contextual chat
- Share images and documents
- Initiate audio and video calls with users of your Zoho Books organization
Check out our help document to learn how to set up contextual chat for your organization and collaborate seamlessly.
What's New
Upload Documents from Vendor and Client Portal
Before, customer and vendor related details could only be uploaded through the respective attachment sections in Zoho Books.
Now, you can directly upload and share documents via the vendor and client portal. The uploaded document will appear in the attachment section of the customer or vendor profile in Zoho Books.
To allow your customers and vendors to attach documents through the portal:
1. Log in to Zoho Books.
2. Go to Settings, then Preferences.
3. Select the checkbox next to 'Allow customer to edit their information in the portal.'
Note: Only the primary contact of a client or vendor will be able to upload documents from the Client or Vendor portal.
In case you missed it
This year, April 1st is a day of compliance. But don't worry, we've been updating Zoho Books so that it's ready to help you stay on top of any new mandates and regulations hassle-free.
Audit Trail and E-invoicing (India)
According to the notification issued by the Ministry of Corporate Affairs, the deadline for companies to start using an accounting software with audit trails is April 1, 2022. The CBIC has also said that e-invoicing will now be mandatory for businesses with an annual turnover of INR 20 crore and above, starting from April 1, 2022.
MTD for VAT (UK)
From April 1, 2022, all VAT- registered businesses are required to file their VAT returns digitally through MTD, regardless of their turnover. Businesses are required to use HMRC-authorized and MTD-compatible software to keep digital records and file VAT returns.
Check out our blog on getting ready for MTD with Zoho Books.
Accounting reads
Let's face it, collecting payments from customers is one of the most tedious and time-consuming tasks for business owners. Our experts have your back with a detailed plan on how to recover overdue payments effectively and get your money back in your register.
Customer Stories
In this edition of Digest, we are thrilled to share the success story of Ramakrishna Math and Mission, which is a renowned, spiritual non-government organization that has been doing humanitarian and social service activities for more than a century. Here is what they have to say about their experience with Zoho Books:
"With the increase in non-profit tax laws and compliance regulations, organisations need to move towards user-friendly automated systems that can do all their accounting and tax-related tasks in just a few clicks. This will allow NGOs to focus and work towards their mission. If you are an NGO looking to manage your accounting operations, we believe Zoho Books will be a suitable option. It is an intuitive, tax-compliant, feature-packed solution that can seamlessly integrate with other Zoho Finance apps, and it has an excellent support team."
We're eager to hear and share more stories about businesses using Zoho Books. If you would like to share your story with us, let us know in the comments, and we'll get in touch with you!
P.S.: Follow us on Twitter, Instagram, and LinkedIn, and subscribe to our YouTube Channel. Turn on your notifications to stay up to date on what we're doing.
Until next time!
Cheers,
Diksha Uniyal
Customer Relations | Zoho Books
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Diksha Uniyal
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Personalize your booking pages with Custom CSS
Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,Marketer's Space: Plan smarter with Zoho Campaigns' Calendar
Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,Accounting for Territories
We have different territories i.e. Europe and US and although we can manage the sales process for each and allocate different currencies in the CRM - we want to keep the accounting separate for each territory as there are different reporting and accounting requirements - is there any way to do this? We want to avoid having two separate instances of zoho.User
If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?Create static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleOutlook - Zoho CRM Calendar Integration
I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待：指定した条件を満たすユーザーに、自動で招待を送信 招待設定：招待メールの言語を選択し、言語ごとに条件を設定可能Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then addExport all of our manuals from Zoho Learn in one go
Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, HannahAutomation#31: Automate Splitting Names for New Contact Records
Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,Automatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas automProject Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure outZOHO Desk - Description of slave ticket disappeared after Merge
Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. CouldHow do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?
I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a linkProblem Adding Facebook Account
Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main FacebookZoho Desk Teams App is not loading
Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. KindlyMapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableWhich WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:Allow people to sign a zoho form by using esign or scanned signature
Allow people to sign a zoho form by using esign or scanned signatureButton to Reapply Filters on Sheet(s)
I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()Integrate Multiple ZohoBooks organization with zoho projects
We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to aZoho OAuth Connector Deprecation and Its Impact on Zoho Desk
Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho servicesHow do I add todays date to merge field
I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? JohnTracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. ButWhats that
Price?The same Contact associated to multiple Companies - Deals
Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of thePortals-Adjust Column Sizes
I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?Add link/button to open approved record from approval list and detail views?
Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for themrecord submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books
record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="Prevent editing of a record after getting approved/rejectedr
Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?Formula Field/Campo de Fórmula
Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,Formatting Problem | Export to Zoho Sheet View
When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing thisFeature Request - The Ability to Link A Customer with a Vendor
Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makesLong table name (sync from Zoho Creator)
Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.[Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator
Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho CreatorUnattended - Silent
How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree thatMarketing Tip #18: Make your online store mobile-friendly to improve traffic
Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps[Need help] Form closed. Please contact your form administrator for further assistance.
https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this formZoho People. Updating TabularData
I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query paramsNext Page