#17 Zoho Books Digest

#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 backGet 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 iJersey 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?

Dubai - May 4, 2023 - Register for free   

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?

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.

If you had missed it , you can watch the recorded session here .

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:

English webinar                                       Arabic webinar

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

        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

                                                                                                                • Filter button in the Zoho Sheet Android App doesn't toggle on

                                                                                                                  I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle
                                                                                                                • 【Zoho CRM】商談タブへのデータインポート

                                                                                                                  Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 (弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。) どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 (投稿先が間違っていましたらご指
                                                                                                                • CRM Cadences recognise auto-responses

                                                                                                                  I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse
                                                                                                                • SalesIQ Chat Notifications

                                                                                                                  I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the
                                                                                                                • How to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?

                                                                                                                  Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, without
                                                                                                                • Export Zoho Books to another accounting package?

                                                                                                                  Is an export feature to Quickbooks or Accpac available (or a form that is easily imported by them)?  My reasons: 1) my accountant, who prepares my corporate tax return, prefers to work with their own accounting system.  If I can convert Zoho books a form that is easily importable into Quickbooks or an Accpac format, this process would be easy. 2) I don't want to keep my data in a proprietary format on the cloud somewhere without a way to easily extract it to a format that can be read my a well established
                                                                                                                • Anchor Links in Dashboards

                                                                                                                  Hello,  Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the text
                                                                                                                • Introducing Auto-trigger for Screening Bot

                                                                                                                  Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test has
                                                                                                                • SEO for your Zoho Sites Website

                                                                                                                  Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/
                                                                                                                • Importing into Multiselect Picklist

                                                                                                                  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
                                                                                                                • New 2026 Application Themes

                                                                                                                  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position
                                                                                                                • Add line item numbers to sales order/invoice creation page

                                                                                                                  It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am building
                                                                                                                • API to Apply Retainer invoice payment to Invoice

                                                                                                                  Hi Team, I could not find  API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshot
                                                                                                                • Reconciling a month with no transactions

                                                                                                                  I'm treasurer for a small non profit cemetery association and I'm trying to reconcile a bank statement for a month that did not have any transactions. Do I skip the month entirely and go a month with transactions?
                                                                                                                • push notification to Cliq when user is @mentioned in CRM notes

                                                                                                                  push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.
                                                                                                                • Customize your Booking page using Zia

                                                                                                                  We’re excited to introduce an AI-based enhancement that automatically customizes your booking page effortlessly. By simply providing your business website URL, Zoho Bookings can automatically design a booking page that matches or complements your brand
                                                                                                                • Multiple header in the quote table???

                                                                                                                  Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear
                                                                                                                • Feature Request: Render Markdown (.md) files in Zoho Cliq

                                                                                                                  Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it
                                                                                                                • Zoho Workdrive download was block by security software

                                                                                                                  Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dow
                                                                                                                • Zoho mail to contacts and leads, but not to accounts?

                                                                                                                  We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient
                                                                                                                • API keys not showing in ZeptoMail dashboard

                                                                                                                  Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "Generate
                                                                                                                • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                                  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                                • Reading from and writing to Zoho Projects Custom Module with Deluge

                                                                                                                  Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.
                                                                                                                • How Does Knowledge Base Search and Article Recommendation Work?

                                                                                                                  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine
                                                                                                                • Zoho Books/Inventory - Restrict Items With Pricebook

                                                                                                                  Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature request
                                                                                                                • Best Way to Integrate Zoho Campaigns with Amazon SES Without Third-Party Tools

                                                                                                                  I am looking for the most seamless and efficient method to integrate Zoho Campaigns with Amazon SES. My goal is to avoid using any third-party automation tools like Zapier, Make, or Pabbly, and instead, leverage Zoho's native capabilities for this integration.
                                                                                                                • Release Notes | January 2026

                                                                                                                  We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability
                                                                                                                • How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

                                                                                                                  Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have
                                                                                                                • Card payment surcharge?

                                                                                                                  Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients
                                                                                                                • Automate Credit Card Surcharge

                                                                                                                  Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?
                                                                                                                • Zoho Books | Product updates | January 2026

                                                                                                                  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the
                                                                                                                • Zoho POS App Hanging Issue – Sales Becoming Difficult

                                                                                                                  The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause
                                                                                                                • Tip #62- Exploring Technician Console: Send Ctrl + Alt + Del- 'Insider Insights'

                                                                                                                  Hello Zoho Assist Community! This week, we’ll be exploring the Send Ctrl + Alt + Del option in the Technician Console. Let’s jump right in. System administrators often rely on Ctrl + Alt + Del when managing remote devices that have unresponsive applications
                                                                                                                • SKUs for Invoices, POs, etc.

                                                                                                                  It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available
                                                                                                                • how to avoid duplicate customer

                                                                                                                  How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.
                                                                                                                • RSC Connectivity Linkedin Recruiter RPS

                                                                                                                  It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me
                                                                                                                • im facing issue on generate the Estimate price

                                                                                                                  i couldn't understand what is the issue , i cant generate Estimate price where is the issue
                                                                                                                • cannot be able to add user

                                                                                                                  Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add now
                                                                                                                • Changing an existing item to different accounts & inventory-tracked

                                                                                                                  Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process
                                                                                                                • How do I edit the Calendar Invite notifications for Interviews in Recruit?

                                                                                                                  I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent
                                                                                                                • Next Page