#12 Zoho Books Digest

#12 Zoho Books Digest

Hello readers,

Hope you're having an awesome day!

We're back with the 12th edition of Zoho Books Digest. Here's what we have in store for the community this month.

Upcoming Events

Zoholics in Saudi Arabia

Join our regional partners, industry & solution experts, and hundreds of Zoho customers from across various industries at our annual user conference, this time at Riyadh and Jeddah in KSA.

Zoholics - Riyadh
When? May 30 – 31, 2022
Where? Crowne Plaza Riyadh Rdc Hotel, Riyadh – 12382

Zoholics - Jeddah
When? June 1 – 2, 2022
Where? The Ritz-Carlton Jeddah, Al Kurnaysh Rd, Jeddah - Saudi Arabia


Upcoming Webinar 

Automating Your Business Processes in Zoho Books, A Makse Group Case Study (US)

Join us along with the Makse Group for a case study on how Zoho Books can help an already successful small business take its operations to the next level. By attending this webinar, you will be able to:
  • Understand a Zoho Books automation project end to end
  • Identify problems that Zoho Books can address
  • Present unique Zoho Books solutions that Makse Group has used to streamline its business finances
Date: May 5, 2022
Time: 12:00 PM CST

#2 Solutions Talk series with Zoho Books

Are you looking to digitize your business operations and accounting? Tune into our 2nd session of Solutions Talk to interact with industry experts at SELISE and discuss business-specific use cases, trends, and insights. 

Date: May 9, 2022
Time: 12:00 PM CEST | 03:30 PM IST | 02:00 PM GST

Feature Spotlight

Incoming Webhooks

The Incoming Webhook feature has been introduced to minimize redundant manual effort for our Zoho Books users. With this method, you can bring information from a third-party service or an API request to Zoho Books on occurance of an event.

Consider Zylker, a company that manufactures furniture. When an order is placed, the sales team shares the order details in the production team’s group. The message has a 'Finish' button, which the production manager can click once the batch is produced. On clicking the button, an incoming webhook is triggered and an invoice is created automatically in Zoho Books.

You can create multiple incoming webhooks based on the functions you prefer to execute in Zoho Books.

Checkout our help document to learn more.

What's New

UPC, EAN and ISBN Barcode Scanning

You can now scan item bar codes in Zoho Books not just using SKUs(Stock keeping Units) but also using the UPC (Universal Product Code), EAN (International Article Number), or ISBN (International Standard Book Number) fields for organisations with the Zoho Inventory add-on.

For this, all you have to do is:
Go to Settings > Items.
Select the field from the Select items when barcodes are scanned using dropdown.



You can also check our What's New timeline to see all the changes we've made to enhance your accounting experience.

Zoho Books and KeyPay Integration

We have some exciting news for our Australian Users. You can now integrate your Zoho Books account with KeyPay, a cloud-based workforce management and payroll platform. With this integration you can seamlessly account for all your payroll activities, like manual journaling and reporting.

Accounting Reads

An audit trail is a proof of all the changes made to your financial data. It’s a list that displays the history of a document, right from creation and modification to deletion. It's usually put together to prove that the information provided is verified.

Maintaining an audit trail comes with a host of benefits, including compliance and curbing fraud. Read our business guide 'Audit trails: Everything you need to know' to get audit-ready more effortlessly than ever!

In case you missed it

Last month, we hosted our first Solutions Talk, "Gateway to Great Financial Management - Balancing Cost and Growth." Just in case you missed the session, you can check out the recording here.

Customer Corner

In this edition of Digest, we are thrilled to share the success story of Affiniax Partners, a team of experienced accounting and business advisory professionals with extensive experience in the UAE and global markets. Mr. Nihar Kothari, a partner at Affiniax, testifies how Zoho Books has made their life awesome.


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 will get in touch with you!

Feel free to follow us on LinkedIn, Twitter and Instagram, subscribe to our YouTube Channel, and 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

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • PDF Annotation is here - Mark Up PDFs Your Way!

                                                                                                                  Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No
                                                                                                                • Ability to assign Invoice Ownership through Deluge in FSM

                                                                                                                  Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
                                                                                                                • How do you do ticket add ons in Backstage?

                                                                                                                  Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin
                                                                                                                • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

                                                                                                                  Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
                                                                                                                • validation rules doesn't work in Blueprint when it is validated using function?

                                                                                                                  I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation
                                                                                                                • Pull cells from one sheet onto another

                                                                                                                  Hello all! I have created an ingredients database where i have pricing and information and i want to pull from that database into a recipe calculator. I want it to pull based on what ingredient I choose. The ingredients database has an idea and i want
                                                                                                                • Emails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail

                                                                                                                  Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa From
                                                                                                                • How does Zoho handle support operations for our EU users?

                                                                                                                  Dear Zoho users, We have some news and reminders about how we handle support operations for Zoho users in the EU Data Center. This is part of our broader commitment to ensuring GDPR compliance and providing secure data handling for all users. We'd like
                                                                                                                • Layout Adjustment.

                                                                                                                  Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I am
                                                                                                                • 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
                                                                                                                • Zoho Often Lag

                                                                                                                  Desk Team, We've noticed that Desk, Creator & other apps seems to lag more these days. We often refresh multiple times.
                                                                                                                • Importing into the 'file upload' field

                                                                                                                  Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work. Moderation Update: The option to import into File Upload and Image Upload fields has been supported. Read
                                                                                                                • Layout Rules Don't Apply To Blueprints

                                                                                                                  Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now
                                                                                                                • Why is the ability Customize Calls module so limited?

                                                                                                                  Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?
                                                                                                                • Zoho Desk blank screen

                                                                                                                  opened a ticket from my email, zoho desk comes up blank, nothing loads. our receptionist also gets the same thing under her login on her computer. our sales rep also gets same thing on zoho desk at his home on a different computer. I tried clearing cache/history/cookies,
                                                                                                                • Optimum CRM setup for new B2B business

                                                                                                                  Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have
                                                                                                                • filter on sheets mobile (iOS, iPadOS) does not work

                                                                                                                  I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: desktop screenshot on iOS the filter dropdowns are not there and there is no way to add them mobile iPadOS looks the same
                                                                                                                • Canva Integration

                                                                                                                  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                                • Can't edit Segments

                                                                                                                  Happening with 2 different Zoho One environments, in different browsers. Please fix.
                                                                                                                • Error 554 Email Outgoing Error

                                                                                                                  Our email address (info@tvbhouston) was recently migrated to a new domain host on WordPress, and our SSL certificate is still pending. We would like to continue using your service, but we are currently unable to send emails. Could you please re-enable
                                                                                                                • Transfer ownership of files and folders in My Folders

                                                                                                                  People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there
                                                                                                                • Consumer Financing

                                                                                                                  Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them
                                                                                                                • Subform edits don't appear in parent record timeline?

                                                                                                                  Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
                                                                                                                • Zoho CRM - Option to create Follow-Up Task

                                                                                                                  When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
                                                                                                                • Deluge function to copy parent record file upload field to child record file upload field

                                                                                                                  I'm stuck trying to write a deluge function that is triggered via automation in child record "Appointments," confirms if a file is in file upload "Report" field of parent "Contacts" record via Contacts lookup field "Contact_Name". If no file is in parent
                                                                                                                • Make panel configuration interface wider

                                                                                                                  Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.
                                                                                                                • Image Compression Options

                                                                                                                  Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report
                                                                                                                • How to hide or archive a blog post temporarily in Zoho commerce website builder?

                                                                                                                  I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog
                                                                                                                • How to mix different types of inputs (such as dropdown list and textbox)

                                                                                                                  Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"
                                                                                                                • How to Convert NSF to PST Format Effortlessly? - SYSessential

                                                                                                                  It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,
                                                                                                                • Zoho Commerce - Poor Features Set for Blogging

                                                                                                                  Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need
                                                                                                                • Pass shipping info to payment gateway Zoho Books to Authorize.net

                                                                                                                  For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it
                                                                                                                • Massive Zoho Books failure

                                                                                                                  We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,
                                                                                                                • Does the Customer “Company Name” field appear anywhere in the Zoho Books UI outside of PDFs?

                                                                                                                  Hi everyone, I’m trying to understand how the Company Name field is actually used in Zoho Books. There is a Company Name field on the customer record, but when viewing transactions like a Sales Order in the normal UI (non-PDF view), that field doesn’t
                                                                                                                • Email outbox is now available in the sandbox

                                                                                                                  Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass
                                                                                                                • Looking For Recruit Developer

                                                                                                                  Hi everyone, I am looking for a Zoho Certified Developer to assist with a development project for MetalXpert. We are building a software system designed to bridge the gap between a candidate mobile app and an employer web portal using Zoho Recruit as
                                                                                                                • sales IQ issue on website

                                                                                                                  i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform
                                                                                                                • I need to know the IP address of ZOHO CRM.

                                                                                                                  The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below
                                                                                                                • Important Update: Google Ads & YouTube Ads API Migration

                                                                                                                  To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:
                                                                                                                • Blocklist candidates in Zoho Recruit

                                                                                                                  We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will
                                                                                                                • Next Page