#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







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            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 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

                                                                                                            • Adding an Account Name to Tasks/Reminders

                                                                                                              Does anyone know how to add the related account name to a task?  When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is. 
                                                                                                            • Top Bar Shifting issue still not fixed yet

                                                                                                              I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling
                                                                                                            • Triggering Zoho Flow on Workdrive File Label

                                                                                                              Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent
                                                                                                            • SendMail to multiple recipients

                                                                                                              Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid
                                                                                                            • Populate drop down field from another form's subform

                                                                                                              Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both
                                                                                                            • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

                                                                                                              Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,
                                                                                                            • Signup forms behaviour : Same email & multiple submissions

                                                                                                              My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All
                                                                                                            • getting error in project users api

                                                                                                              Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's
                                                                                                            • Change total display format in weekly time logs

                                                                                                              Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.
                                                                                                            • Different Company Name for billing & shipping address

                                                                                                              We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always
                                                                                                            • How to display historical ticket information of the total time spent in each status

                                                                                                              Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,
                                                                                                            • Zoho Projects iOS app update: Global Web Tabs support

                                                                                                              Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest
                                                                                                            • Zoho Community Weekend Maintenance: 13–15 Sep 2025

                                                                                                              Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:
                                                                                                            • Agent Performance Report

                                                                                                              From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance
                                                                                                            • Show both Vendor and Customers in contact statement

                                                                                                              Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 
                                                                                                            • URL validation

                                                                                                              We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
                                                                                                            • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

                                                                                                              Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??
                                                                                                            • How can I adjust column width in Zoho Books?

                                                                                                              One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but
                                                                                                            • Invalid value passed for file_name

                                                                                                              System generated file name does not send file anymore - what is the problem?
                                                                                                            • Custom Function for Estimates

                                                                                                              Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate
                                                                                                            • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                              I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                                                                                            • Search in module lists has detiorated

                                                                                                              Every module has a problem with the search function :-/
                                                                                                            • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

                                                                                                              Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
                                                                                                            • Search in module lists has detiorated

                                                                                                              Every module has a problem with the search function :-/
                                                                                                            • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

                                                                                                              find attached extract of my report
                                                                                                            • Add Zoho Forms to Zoho CRM Plus bundle

                                                                                                              Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and
                                                                                                            • Bigin: filter Contacts by Company fields

                                                                                                              Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround
                                                                                                            • Has Zoho changed the way it searches Items?

                                                                                                              Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.
                                                                                                            • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

                                                                                                              I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
                                                                                                            • CRM->INVENTORY, sync products as composite items

                                                                                                              We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
                                                                                                            • Zoho Calendar not working since a few days

                                                                                                              Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a
                                                                                                            • Monthly timesheet, consolidation of time by project

                                                                                                              I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example
                                                                                                            • Building a Strong Online Identity with G-Tech Solutions

                                                                                                              In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create
                                                                                                            • Sending emails from an outlook account

                                                                                                              Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
                                                                                                            • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

                                                                                                              My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
                                                                                                            • Automating CRM backup storage?

                                                                                                              Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                            • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                              Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                                                                                            • can't login Kiosk URGENT

                                                                                                              already try, can't login pls help to support. thanks.
                                                                                                            • 【Zoho CRM】CRM for Everyoneに関するアップデート:関連データ機能

                                                                                                              ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法
                                                                                                            • Zoho Books

                                                                                                              How do I manually insert opening balance?
                                                                                                            • Next Page