#17 Zoho Books Digest
Hello readers,
Hope you're having an awesome day!
We're back with the 17th edition of Zoho Books Digest. Here's what we have in store for the community this month.
Upcoming events
Zoholics USA
Our flagship user conference is back. Get ready for an incredible Zoho adventure! Spend two days learning from our top Zoho experts and meeting like-minded customers. This is your chance to learn new ways to improve your work and make your business even better! Don't miss out!
When and where ?
- April 20-21 in Pleasanton, CA
- April 26-27 in Jersey City , NJ
- May 3-4 in Austin, TX
Accountex UK
Hello CPAs and business owners in the UK! We look forward to seeing you at Accountex this year. Visit our Zoho team at booth 684 on May 10 and 11 at ExCel, London to discover how Zoho can transform your business finances. Don't miss the chance to meet us in person and learn everything about Zoho!
We're also excited to announce that Della Hudson, a chartered accountant, business owner, bestselling business author, and speaker, will be at the Zoho Booth on May 10th 2023, from 2 PM onwards. She'll be interacting with fellow CAs and business owners while giving away her award-winning book. Hudson offers a variety of online courses and coaching programs that help accountants and small business owners better understand their finances and grow their business by improving their accounting habits, marketing, and internal processes.
Zoho Books Roadshow - UAE
Join us for an evening of interactive sessions on the upcoming Corporate Tax (UAE CT) and get a chance to dive into the FTA-accredited accounting platform, Zoho Books. Register now to learn all about UAE CT, equip yourself with the most popular accounting software in the Middle East , and get all your questions answered by our experts.
When and where?
Zoho Books Roadshow - Saudi Arabia
The third wave of e-invoicing implementation was announced by ZATCA. We cast a light on everything e-invoicing and how you can transition to the new e-invoicing regulations effortlessly. This is a brilliant chance to network with experts, get your concerns addressed, and learn how Zoho Books is gearing up along with Saudi businesses for this next phase of e-invoicing.
When and where?
- Riyadh - May 9, 2023 - Register here for Riyadh
- Jeddah - May 11, 2023 - Register here for Jeddah
Feature spotlight
Custom functions
With Zoho Books, you can turn your functions into features by using Custom Functions. This means that you can develop automation capabilities for your business just by writing small pieces of code, saving you time and effort. Excited to learn more about custom functions? Take a look at our help document.
Note: To create a custom function in Zoho Books, you'll need to have the Professional or Premium plan.
What's new
At Zoho Books, we're always hustling to make our product even better for you. To stay up to date on our latest feature additions and enhancements, be sure to check out our Whats New portal.
Highlights
Zoho Books audit trail
We are pleased to share that Zoho Books's audit trail feature has recently been featured in the Times of India. This enables businesses to keep track of any changes made to their financial data, ensuring transparency and accuracy. According to the survey conducted by Zoho Books, 69% of respondents have reported a positive experience with the feature. Check out this link for the article.
In case you missed it
Zoho Finance Workshop 2023 - UK
We are thrilled to share that we recently launched the Zoho Finance workshop series. We started with the UK leg of the series in London and Birmingham on March 13th & 17th. The aim of the workshop was to provide our customers with a comprehensive understanding of our products from the basic setup and features, to advanced functionalities and customizations available in our finance products. We've put together some highlights from the events for you to enjoy.
The next sessions are in Singapore , India and Canada. Register and save your spot.
- Singapore - May 10 -11 , 2023 at Concorde Hotel, Orchard Road, Singapore
- Toronto - May 15 -16 , 2023 at Vantage Venues, King Street West, Toronto, ON, Canada
- Montreal - May 18 - 19 , 2023 at Sofitel Montreal Golden Mile, Sherbrooke Street West, Montreal, Canada
- India - Happening in 6 cities from May 15 - June 20, 2023
Making the switch: Migrating from QuickBooks (India) to Zoho Books
We recently hosted a webinar on the best practices to seamlessly migrate from QuickBooks to Zoho Books. The session was presented by CA Sanjeev Archak, a seasoned professional with years of experience in accounting and bookkeeping.
Gear up your business for KSA e-invoicing
The ZAKAT, Tax, and Customs Authority (ZATCA) has mandated that VAT registered taxpayers (meeting the criteria) integrate their e-invoicing solutions with FATOORA starting October 1, 2023. Join our webinar where we will help you prepare for this and discuss the latest updates on e-invoicing.
Zoho Books MEA speaks English and Arabic, and so do our webinars. Check out the session recordings below:
All you need to know about audit trail (India)
Attention all business owners! Starting April 1, 2023, it's mandatory for your accounting software to maintain an audit trail of every action your business carries out. This means the software needs to track everything you do, keep a log of any changes made to your accounts, and prevent you from disabling the feature.
Are you audit trail ready yet? Don't worry!
As always, Zoho Books has your back! Check out the recording of our recent webinar with CA Pritam Mahure to learn how Zoho Books can help you comply.
Customer corner
In this edition of the digest, we're excited to feature the experiences of Mr. Gaurav Nikam, Director of Digipeddle Technologies, and Mr. Kamal Patel, Founder of OptiBytes Digital, on their migration journey from QuickBooks to Zoho Books.
If you would like to have your business featured in this section or would like to share your Zoho Books journey with us, let us know in the comments, and we will get in touch with you!
PS: Follow us on LinkedIn, Twitter and Instagram, subscribe to our Youtube channel, and turn on notifications to stay updated!
Until next time!
Cheers,
Saranya GaneshMurthy
Customer Relations | Zoho Books
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saranya GaneshMurthy
Geeta Sharma
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms
Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. ForInfinite loop of account verification
Hi I can't do anything on my zoho account. I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying.Load PO_Date field (Purchase Order) with current date in Deluge
Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.Zoho CRM in Microsoft Power Automate Custom Connector
Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall salesSpell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responsesZoho One Login Issue - Unable to receive OTP
Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username andQuestion Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to exportIn the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf
In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice numberProblem of Import Client Users From CRM and or Expense
I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,Unable to see free plan option
Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.unblock my zoho mail account. outlines@zoho.com
please unblock my zoho mail account, outlines@zoho.comdomain not verified error
Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iamequest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)
Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend toSMTP email sending problem
Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paidbilling
hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty PearlHow to add receipts
How to add receiptsUnable to enable tax checkboxes
Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,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?Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition
Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I haveZohoSign and ZohoBooks Integration/Workflow
Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in oneManage monthly tasks with projectsf
Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks WillZoho Suite is very slow
Since today Zoho is incredibly slow over all applications! What's going on?How can I track which zoho users are actively using Zoho CRM
I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activityIs anyone else having trouble saving a custom image in their email signature, or is it just me?
When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t workingCombine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting andOption to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team
Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,The Social Wall: August 2025
Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.Transaction Locking with the dynamic date
Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from todayZoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billingFuel up your sales with the Zoho SalesIQ + Bigin integration
Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let'sIntroducing AI-powered Assessments & Zoho's native LLM, Zia
We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiringAbility to Reset Visitor Fields During an Active Chat Flow
Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd personExternal ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this needSome emails are not being delivered
I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, andNew in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.
With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers. Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to findTemplate modifiactions
Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc. For example: One item I like from template X (placement of ship to and bill to next to each other in theAggregating the First Value in the Group By of a dataset
Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.Next Page