#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

                                                                                                                • 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
                                                                                                                • Bookings duration - days

                                                                                                                  Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.
                                                                                                                • big 5 accounts

                                                                                                                  how do you find what accounts are listed as Big 5 ?
                                                                                                                • Zoho recruit's blueprint configuration is not functioning as mapped

                                                                                                                  Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client
                                                                                                                • Actual vs Minimum

                                                                                                                  Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the
                                                                                                                • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

                                                                                                                  I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm
                                                                                                                • How to add interviews through API

                                                                                                                  I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row
                                                                                                                • Offer already made- but I withdrew it

                                                                                                                  I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've
                                                                                                                • Control the precision of answer bot responses

                                                                                                                  Hello everyone, Admins can control the precision with which the Answer bot analyzes and generates a response by adjusting the threshold levels. Based on predefined threshold values, Zia analyzes how closely the query matches with the available KB articles.
                                                                                                                • Rebrand your CRM with the all-new custom domain mapping setup

                                                                                                                  UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
                                                                                                                • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                                                                                                  Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
                                                                                                                • Sender Email ID is duplicate

                                                                                                                  My sender id "automate@erplaunchpad.com" is coming as duplicate but I have not used it anywhere else please help
                                                                                                                • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                                • Building Toppings #6 - Install and uninstall actions

                                                                                                                  Hello Biginners! In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions. We'll
                                                                                                                • New UI in Zoho One CRM

                                                                                                                  Hello, Just switched to the new UI for Zoho One CRM, do not like it, especially the search functions. What are the steps to backstep to the previous UI? UPDATE: I found it.
                                                                                                                • App like Miro

                                                                                                                  Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
                                                                                                                • Important updates to your connectors

                                                                                                                  Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
                                                                                                                • Product Request: Send email to Secondary email

                                                                                                                  Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  
                                                                                                                • Logic for sending to a non-primary email address

                                                                                                                  Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny
                                                                                                                • How Do Mutliple Sales People Prospect in the "LEADS" module without calling the same leads?

                                                                                                                  We have 4 sales reps and the Leads module does not have real time intuitive knowlodge to make the sales rteps dont call the same people at the same time. How can we crate a fluent prospecting sytem where the salres reps can go out bound without calling
                                                                                                                • Keeping track of project expenses

                                                                                                                  I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue
                                                                                                                • Mailbox delegation - A secure way to enable collaboration

                                                                                                                  Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharing
                                                                                                                • Canvas View bug

                                                                                                                  I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete
                                                                                                                • Export blueprint as a high-resolution PDF or image file

                                                                                                                  This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or
                                                                                                                • Zoho Recruit Community Meetup - London 🇬🇧 (Venue Finalised)

                                                                                                                  Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable
                                                                                                                • Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

                                                                                                                  Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on
                                                                                                                • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー AI エージェント (Zia Agents)の活用事例 / CRMで実現するマーケティング業務効率化

                                                                                                                  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で「東京 Zoho ユーザー交流会 NEXUS」を開催します! ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ✒️申し込みはこちらから:https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost2 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ★参加のおすすめポイント ✅ AIエージェント(Zia)のリアルに使える実例を知る
                                                                                                                • Error AS101 when adding new email alias

                                                                                                                  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                                • ZOHO.CRM.UI.Record.open not working properly

                                                                                                                  I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
                                                                                                                • Python - code studio

                                                                                                                  Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                                                                                                • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

                                                                                                                  Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,
                                                                                                                • Introducing Workqueue: your all-in-one view to manage daily work

                                                                                                                  Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
                                                                                                                • Support Custom Background in Zoho Cliq Video Calls and Meetings

                                                                                                                  Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allows
                                                                                                                • Upload own Background Image and set Camera to 16:9

                                                                                                                  Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where
                                                                                                                • ISO 27001 Compliance

                                                                                                                  What are people doing to ensure ISO 27001 compliance for their Zoho environments? It would make sense for Log360 Cloud to integrate natively with the Zoho suite, but that is not the case. It requires a gateway cluster, which is not an option for a fully
                                                                                                                • Zoho People - Retrieve the Leave Details - get("LeaveCount")

                                                                                                                  Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the
                                                                                                                • What's new in Zoho Sheet: Simplify data entry and collaboration

                                                                                                                  Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
                                                                                                                • Marketer's Space: New to Campaigns? Some common early mistakes that might occur

                                                                                                                  Hello Marketers, Welcome back to another post in Marketer's Space. If you're just getting started with Zoho Campaigns, things can feel exciting and slightly confusing at the same time. You're not alone. Most early frustrations come from setup gaps rather
                                                                                                                • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                                  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                                                                                                • Workflow Rule - Field Updates: Ability to use Placeholders

                                                                                                                  It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc
                                                                                                                • Next Page