#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 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
Save your spot now

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








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep 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 to Cancel/Delete Queued Mail Merge?

                                                                                                                Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

                                                                                                              • Need to add a new admin for my domain

                                                                                                                Hello Zoho Support, I am the owner of the domain localeistanbul.com. The current super admin account (admin@localeistanbul.com) is not accessible. I do not want to reset or delete the existing account because I need to keep all existing emails. Please

                                                                                                              • Possible Fraud Site.

                                                                                                                Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked

                                                                                                              • Zoho mail to Teaminbox

                                                                                                                Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

                                                                                                              • Crear tarea CRM con recordatorio desde Zoho Flow

                                                                                                                Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}

                                                                                                              • Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge

                                                                                                                Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when

                                                                                                              • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

                                                                                                                Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.

                                                                                                              • Marketers' Space: The importance of warming up your sender domain

                                                                                                                Hello Marketers, Welcome back to yet another post! Today, we'll talk about why warming up your sender domain matters. Imagine you've recently started a business and want to share the news with your customers. You've designed a great email campaign using

                                                                                                              • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                                A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

                                                                                                              • Search Just Got Smarter in Notebook

                                                                                                                Hello there! Introducing Our New & Improved Search Experience! We heard your feedback! Many of you shared that our previous search had some challenges like • Inconsistent results across different clients • Limited accuracy in finding the right content

                                                                                                              • Zoho Desk app update - AI Integration for IM Chats

                                                                                                                Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

                                                                                                              • Open A.I assistant Connect with Zoho Desk instant Message Conversations

                                                                                                                I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers

                                                                                                              • Cannot upgrade subscription plan due to payment error message

                                                                                                                Hi Zoho team, This is to request support on an issue I am facing during an upgrade I am trying to make to our company's yearly Zoho subscription. I am trying to add 3 more license to my plan and during the payment phase I get the below error as in the

                                                                                                              • Enhancing Zia's service with better contextual responses and article generation

                                                                                                                Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

                                                                                                              • Zoho Desk app update: AI powered features

                                                                                                                Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

                                                                                                              • Bulk update Archived Ticket

                                                                                                                Dear All We would like to update the "Category" values to the new filed. We found the archived Ticket seems to be don't support the bulk action. Do we have any way to update it. Finally, we would to generate a report for our ticket system. Regards I

                                                                                                              • Channel Configuration and Default Channels

                                                                                                                There are some of the default fields that cannot be removed or changed. Examples are the social media ones, such as Facebook. It would be nice to be able to remove these fields as it would be confusing if someone selected this but it's not configure

                                                                                                              • Delay function execute

                                                                                                                I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

                                                                                                              • Support www.camcard.com

                                                                                                                Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy

                                                                                                              • Option to Customize Career Site URL Without “/jobs/Careers”

                                                                                                                Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

                                                                                                              • Can't make a document editable to anyone

                                                                                                                Hey everyone, I am using Zoho Workdrive and trying to share a document so that it is editable by anyone with the link. I am trying to convince people to shift from Google to Zoho, but they don't have accounts yet. When I try to change the share settings

                                                                                                              • Edit Default Print

                                                                                                                What I want to do is create / edit the "Default Print" template without changing the layout I'm using. Currently I can create "Email Templates" but I don't use them for emailing and getting to that selection takes multiple clicks. If an email template could be set to be the Default Print template that would be helpful. I'd also like to print these in bulk but don't see that option (there is a mail merge macro but that goes straight to emailing, not to print or PDF).

                                                                                                              • Widget shows error

                                                                                                                Hi， May I ask why below characters will be auto added into the widget link and how to solve this error? As my widget shows 404 error now. ?serviceOrigin=https%3A%2F%2Fcrm.zoho.com&frameorigin=https%3A%2F%2Fcrm.zoho.com

                                                                                                              • How to print envelope labels from Zoho CRM

                                                                                                                Can anybody give me any clue how to print envelope/package labels directly from Contacts view? Regards, Alexandru Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho

                                                                                                              • Data Import: New interface, improved field mapping, and more

                                                                                                                Hello everyone! We’ve redesigned the data import process to ensure accurate field alignment and verify that every column in the uploaded file maps correctly with Desk fields before import. Here's how: Streamlined Import Steps Importing data is now more

                                                                                                              • Address labels

                                                                                                                Hi, we've been searching for a long time for a simple way for our employees to print address labels using a Dymo Label Writer 450. We came up with two alternatives that work, bur aren't really optimal.  First one is WebMerge. Webmerge is a great application that does 100% what we need but it is way too expensive for our needs. We only need to print a couple of labels per month. The second one is the integrated print tool in Zoho CRM, (Print preview) You would think this is the obvious way to do this

                                                                                                              • 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

                                                                                                              • Print Labels

                                                                                                                How can I configure my address to print my labels like this: Name Mailing Address Mailing City, Mailing State Mailing Zip Country Instead of: Name Mailing Address Mailing City Mailing State Mailing Zip Country Thanks!!!!

                                                                                                              • Mailing labels - Improperly formatted

                                                                                                                All I'm trying to do is print one, properly formatted, mailing label. I'm in the Contacts module. In the default "list view" for mailing labels I selected a single client, hit the "more actions" drop down and selected print mailing label. Unfortunately,

                                                                                                              • Printing mailing labels

                                                                                                                The ability to print mailing labels would seem to be an important, basic, function of a good CRM. I find it very surprising that this has still not been addressed adequately by Zoho. When trying to use the existing "mailing label" included: 1. the data

                                                                                                              • Pageless mode needed to modernise Writer

                                                                                                                When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice

                                                                                                              • Zoho Projects - Visual improvement to parent and sub-task relationship

                                                                                                                Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

                                                                                                              • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

                                                                                                                Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

                                                                                                              • API method to get activity feed in Recruit

                                                                                                                Hi community, I'm trying to figure out - is there any API method tto get information about datetime when Recruit/Candidates record tag where added?

                                                                                                              • Printing Mailing labels

                                                                                                                Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.

                                                                                                              • Default to Current Date

                                                                                                                I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?

                                                                                                              • "Spreadsheet Mode" for Fast Bulk Edits

                                                                                                                One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

                                                                                                              • 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

                                                                                                              • What's New in Zoho Inventory | Q2 2025

                                                                                                                Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

                                                                                                              • Make Packages from multiple sales order of a single customer

                                                                                                                Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

                                                                                                              • Next Page