#17 Zoho Books Digest
Hello readers,
Hope you're having an awesome day!
We're back with the 17th edition of Zoho Books Digest. Here's what we have in store for the community this month.
Upcoming events
Zoholics USA
Our flagship user conference is back. Get ready for an incredible Zoho adventure! Spend two days learning from our top Zoho experts and meeting like-minded customers. This is your chance to learn new ways to improve your work and make your business even better! Don't miss out!
When and where ?
- April 20-21 in Pleasanton, CA
- April 26-27 in Jersey City , NJ
- May 3-4 in Austin, TX
Accountex UK
Hello CPAs and business owners in the UK! We look forward to seeing you at Accountex this year. Visit our Zoho team at booth 684 on May 10 and 11 at ExCel, London to discover how Zoho can transform your business finances. Don't miss the chance to meet us in person and learn everything about Zoho!
We're also excited to announce that Della Hudson, a chartered accountant, business owner, bestselling business author, and speaker, will be at the Zoho Booth on May 10th 2023, from 2 PM onwards. She'll be interacting with fellow CAs and business owners while giving away her award-winning book. Hudson offers a variety of online courses and coaching programs that help accountants and small business owners better understand their finances and grow their business by improving their accounting habits, marketing, and internal processes.
Zoho Books Roadshow - UAE
Join us for an evening of interactive sessions on the upcoming Corporate Tax (UAE CT) and get a chance to dive into the FTA-accredited accounting platform, Zoho Books. Register now to learn all about UAE CT, equip yourself with the most popular accounting software in the Middle East , and get all your questions answered by our experts.
When and where?
Zoho Books Roadshow - Saudi Arabia
The third wave of e-invoicing implementation was announced by ZATCA. We cast a light on everything e-invoicing and how you can transition to the new e-invoicing regulations effortlessly. This is a brilliant chance to network with experts, get your concerns addressed, and learn how Zoho Books is gearing up along with Saudi businesses for this next phase of e-invoicing.
When and where?
- Riyadh - May 9, 2023 - Register here for Riyadh
- Jeddah - May 11, 2023 - Register here for Jeddah
Feature spotlight
Custom functions
With Zoho Books, you can turn your functions into features by using Custom Functions. This means that you can develop automation capabilities for your business just by writing small pieces of code, saving you time and effort. Excited to learn more about custom functions? Take a look at our help document.
Note: To create a custom function in Zoho Books, you'll need to have the Professional or Premium plan.
What's new
At Zoho Books, we're always hustling to make our product even better for you. To stay up to date on our latest feature additions and enhancements, be sure to check out our Whats New portal.
Highlights
Zoho Books audit trail
We are pleased to share that Zoho Books's audit trail feature has recently been featured in the Times of India. This enables businesses to keep track of any changes made to their financial data, ensuring transparency and accuracy. According to the survey conducted by Zoho Books, 69% of respondents have reported a positive experience with the feature. Check out this link for the article.
In case you missed it
Zoho Finance Workshop 2023 - UK
We are thrilled to share that we recently launched the Zoho Finance workshop series. We started with the UK leg of the series in London and Birmingham on March 13th & 17th. The aim of the workshop was to provide our customers with a comprehensive understanding of our products from the basic setup and features, to advanced functionalities and customizations available in our finance products. We've put together some highlights from the events for you to enjoy.
The next sessions are in Singapore , India and Canada. Register and save your spot.
- Singapore - May 10 -11 , 2023 at Concorde Hotel, Orchard Road, Singapore
- Toronto - May 15 -16 , 2023 at Vantage Venues, King Street West, Toronto, ON, Canada
- Montreal - May 18 - 19 , 2023 at Sofitel Montreal Golden Mile, Sherbrooke Street West, Montreal, Canada
- India - Happening in 6 cities from May 15 - June 20, 2023
Making the switch: Migrating from QuickBooks (India) to Zoho Books
We recently hosted a webinar on the best practices to seamlessly migrate from QuickBooks to Zoho Books. The session was presented by CA Sanjeev Archak, a seasoned professional with years of experience in accounting and bookkeeping.
Gear up your business for KSA e-invoicing
The ZAKAT, Tax, and Customs Authority (ZATCA) has mandated that VAT registered taxpayers (meeting the criteria) integrate their e-invoicing solutions with FATOORA starting October 1, 2023. Join our webinar where we will help you prepare for this and discuss the latest updates on e-invoicing.
Zoho Books MEA speaks English and Arabic, and so do our webinars. Check out the session recordings below:
All you need to know about audit trail (India)
Attention all business owners! Starting April 1, 2023, it's mandatory for your accounting software to maintain an audit trail of every action your business carries out. This means the software needs to track everything you do, keep a log of any changes made to your accounts, and prevent you from disabling the feature.
Are you audit trail ready yet? Don't worry!
As always, Zoho Books has your back! Check out the recording of our recent webinar with CA Pritam Mahure to learn how Zoho Books can help you comply.
Customer corner
In this edition of the digest, we're excited to feature the experiences of Mr. Gaurav Nikam, Director of Digipeddle Technologies, and Mr. Kamal Patel, Founder of OptiBytes Digital, on their migration journey from QuickBooks to Zoho Books.
If you would like to have your business featured in this section or would like to share your Zoho Books journey with us, let us know in the comments, and we will get in touch with you!
PS: Follow us on LinkedIn, Twitter and Instagram, subscribe to our Youtube channel, and turn on notifications to stay updated!
Until next time!
Cheers,
Saranya GaneshMurthy
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
Saranya GaneshMurthy
Geeta Sharma
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
How to map fields from Zoho Recruit to Zoho People
I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in ZohoUTM in zoho campaigns
Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank uFull Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage
Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses forKnowledge base printing
I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format. Bonus would include an index of keywords andSearch not working!
I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration
Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.How do i integrate google analytics to Zoho Campaigns?
Looking to track Zoho Traffic from email Current topic is outdatedHow do teams manage meeting follow-ups across Zoho tools?
We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations thatMejoras urgentes para ZOHO MEETING
Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,Saving sent email campaign as PDF
I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?Exporting All Custom Functions in ZohoCRM
Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any wayConditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.Appreciation to Qntrl Support Team
We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,How can I hide "My Requests" and "Marketplace" icon from the side menu
Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,Whatsapp Integration on Zoho Campaign
Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who canMandatory Field - but only at conversion
Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's importantUsing data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created
Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) RevenueFree webinar: AI-powered agreement management with Zoho Sign
Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflectsWhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.CRM For Everyone - Bring Back Settings Tile View
I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile viewLets have Dynamics 365 integration with Zohobooks
Lets have Dynamics 365 integration with ZohobooksAdd notes in spreadsheet view
It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.Opening balances - Accounts Receivable and Payable
Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 orCancel Subscription
Hi , Im want to cancel my account but without success please help me to do itMaking an email campaign into a Template
I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?Direct Access and Better Search for Zoho Quartz Recordings
Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displaysMultiple Cover Letters
We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,URGENT: Deluge issue with Arabic text Inbox
Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If weFile Conversion from PDF to JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this withNow in Zoho One: Orchestrate customer journeys across apps with Zoho CommandCenter
Hello Zoho One Community! We’re excited to introduce Zoho CommandCenter as a new capability available in Zoho One. For the whole customer journey As Zoho One customers adopt more apps across sales, marketing, finance, and support, a common challenge emerges:annualy customer report
we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make andTotals for Sales Tax Report
On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrousFree Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures
Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. JoinExported Report File Name
Hi, We often export reports for information. It is time consuming to rename all the reports we export on a weekly basis, as when exported their default name is a seemingly random string of numbers. These numbers may be important, I'm not sure, but I amAutomatic Refresh on Page?
Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOGAdd RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career SiteDefault Reminder Time in New Tasks or New Event?
Any way to change this from 1:00am? Thanks, Gary Moderation Update (February 2026): With the Calendar preferences, the default reminder time for Meetings, Appointments and All-Day Meetings can be set. Read more: Calendar preferences in Zoho CRM RegardingDynamic Field Folders in OneDrive
Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the sameRight Shift key not sending to Zoho Assist environments
I'm unable to use Right Shift key in Zoho environments. Zoho environments are Win10. Computer I access from is Win 11. Issue started when I changed to Win 11. Have tried: - Multiple browsers - web client AND desktop client - 3rd party mapping tools toAbout Meetings (Events module)
I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where theNext Page