#8 Zoho Books Digest
Hello Readers,
Hope you all are keeping well. We are back with the 8th edition of Zoho Books Digest. Here's what we have in store for our community this month:
Upcoming Webinars
- E-invoicing in Saudi Arabia: How can Zoho Books help?
E-invoicing is coming to the Kingdom of Saudi Arabia in 3 months. Is your business ready to transition to this new way of invoicing? Join our free webinar to learn more about e-invoicing, how e-invoicing works, and how Zoho Books can help you get e-invoicing compliant.Date & Time: October 12, 2021 @ 3:00 PM AST
- All you need to know about Oman VAT returns
Are you a VAT-registered business owner in Oman? This session is for you. With the next phase of VAT registrations around the corner, join our free webinar to learn all about Oman VAT and filing VAT returns. This 30-minute session will walk you through the entire process of filing VAT returns in Oman and how Zoho Books can simplify this process for you.Date & Time: October 13, 2021 @ 3:00 PM GST
- Intro to Advanced Analytics for Zoho Books
In this session, participants will receive a walkthrough of the best practices for using Zoho Analytics as an advanced reporting tool for Zoho Books. Join Brett and Tyler from Zenatta Consulting and the Zoho Team for a top-level guide to improving your financial reporting!Date & Time: October 20, 2021 @ 1:00 PM EDT
Feature Spotlight
In this edition of Digest, we are highlighting two significant features of Zoho Books: Custom Reports and Sender Email Preferences.
- Custom Reports
With the new Custom Reports feature of Zoho Books, all of your customizations can be saved as a separate report, which you can later access instantly.The new feature also allows you to configure which users can view, export, or schedule custom reports.Note: Currently, the Custom Reports feature is available for the Profit and Loss, Balance Sheet, Cash Flow Statements, and Invoice Details reports for users in Premium, Elite and Ultimate plans of Zoho Books.To create a custom report: click Customize Report in the report details page. After customizing the report, click Save as Custom Report.To view a saved custom report: go to Reports and select the Custom Reports tab.
- Sender Email Preferences
When you use an email address that is from a public domain or an unauthenticated domain to send invoices to your customers, these emails are more likely to land in the recipient's spam folder. With Zoho Books, you can authenticate your sender email addresses, preventing them from being mistaken for spam. For your domain to be considered authentic by Zoho Books, it should have an SPF (Sender Policy Framework) and a DKIM (Domain Keys Identified Mail) record associated with it.To check whether your email addresses are authenticated: navigate to Settings > Emails > Sender Email Preferences.Note that if your email addresses are not authenticated, the email address in the From field will be replaced automatically with message-service@sender.zohobooks.com, which is Zoho Books’ own email address.
Latest Product Updates
- Bigin integration with Zoho Books
You can now sync your contacts and items in Bigin with your contacts and items in Zoho Books. If you have a Bigin account and wish to set up the integration, go to the Integration page in Bigin and select Zoho Books. Sync the contacts and items by mapping the fields and entering the necessary data. Once the set up is complete, the Invoice, Estimate, and Sales Orders modules will be created in Bigin. You can create transactions with the synced contacts and items from within Bigin.Note: You can have Zoho Books integrated with either Zoho CRM or Bigin, but not both, at a given point in time.
- Connected Banking partnership with HSBC bank (Indian Edition)
We are excited to announce our partnership with HSBC bank. The partnership offers Zoho Books and HSBC Business Banking account users the best of accounting and banking services on one platform. The setup is effortless, and you can initiate vendor payments, make GST payments, check your HSBC Business Banking account balance, easily match your bank feeds, and more—all directly from Zoho Books.Follow the What's New portal of our Zoho Books community to stay up to date on all our latest features.
Accounting Reads
While managing a small business can be an expensive venture in itself, not having the right system in place to manage your cash flow can make it even more expensive, especially when your business is facing a crisis.
Read our article, How automating Accounts Receivable and Accounts Payable can help improve cash flow to learn about how to maintain a positive cash flow when the going gets tough.
In case you missed it
- E-Invoicing in KSA
The Zakat, Tax and Customs Authority (ZATCA) has announced Zoho as a qualified e-invoicing solution provider for businesses in the Kingdom of Saudi Arabia! Check out our blog to know more about this announcement and how businesses in the KSA can use Zoho Books for their einvoicing needs.
- E-Invoicing in India
The Central Board of Indirect Taxes and Customs (CBIC) has issued a notification mandating the use of dynamic QR codes for B2C invoices from October 1, 2021. Here is how you can do it in Zoho Books.
Customer Corner
In this edition of Digest, we are thrilled to share the success story of Mr. Sivaram Parameswaram from purpleSlate.
Read this case study to understand how Zoho Books helped his business go Excel-free, managing his business finances efficiently.
We're eager to hear and share more stories about businesses using Zoho Books. If you would like to share your story with us, let us know in the comments and we will get in touch with you!
P.S.: Follow us on Twitter and Instagram, subscribe to our YouTube Channel, and turn on your notifications to stay up to date on what we're doing!
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
pearlemonbake
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
Hotmail is blocking the zoho mail IP
Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want toRead webpage - MSXML2.ServerXMLHTTP
I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").valueZoho Creator Form Search
I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i haveHow to setup DKIM / SPF in Zoho Mail
Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for theMass update cant trigger a workflow?
Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerfulsearch and Smart Bar both missing in Mail
One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?"Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook
Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3Remote Control Functionality During Screen Sharing in Zoho Cliq
Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take controlLooking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule
Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loadsLet us add Lookup fields in the Blueprint Transitions
We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selectedZoho Projects API Scope for Issue Attachments
I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've triedHow to fetch custom fields for time entries in Zoho Project API v3
In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried usingZoho Survey Enhancements
We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I wouldImages Don't Display on Blog
Hi, I've just posted a new blog entry, but regardless of format (png or jpeg) Images that display in Preview mode do not display on any browser in the published post. I've not done anything different with this post than others regarding images, please advice. Thanks! Edit: I've discovered that moving the image files from a my sub directory folder "Pics for Blog" to the top level of the "Files" folder on my site allows the images to display live. This, even though my other blog posts are correctlyCreating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subformCheckbox Field Mapping Zoho Forms to Zoho Sign
I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, thoughMCP > Creator connection failing with Claude
I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receivingBooks P&L by Customer
Lately, we have found that the Customer field filter for the Profit & Loss report in Zoho Books is no longer available. We have several projects with the same customer and look at the P&Ls by project AND by Customer (overall). Can you please add back in this field selection alongside the Project field to the P&L report filter? Thanks! -GinaSent mail sort by date disappeared
Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?I cannot check out to Zoho People.
When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobsPricing Strategies: #2 Plan your Service Offerings using Plans
Meet Harvey & Mia, hailing from the same Tech school, carrying the dream of setting up their own IT maintenance firm in their location. They drew up a clear business plan and put their business in motion on New Year's Eve. They had great reception rightOpen a record to edit based on another form being edited
Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it toProblem with signature on zoho survey
Hello, I'm trying to export individual responses with signatures on zoho survey. But the signatures on some of my surveys are not exported as the original image, but as a generic image, same for all (screen joins). Is there a solution to have the signaturesChange in Zoho CRM API?
Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",MTA - BAD IP reputation by outlook/hotmail
Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)QuickBooks Extension for Zoho CRM - Advanced Features -2025
Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful setChanging Department often causes the Firefox tab to freeze
Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, theNeed to integrate Zoho Mail Mobile app with Zoho Meeting Mobile App for Android and Apple
Hello Zoho Team, Please bring integration of Zoho Mail Mobile app with Zoho Meeting for Android and Apple Thanks¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho
¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestrosAnyway to move mail from one account to another yet?
Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.Using a CRM Client Script Button to create a Books Invoice
Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on theBuilding Toppings #2 - Learn how to use Bigin's Developer Console to build toppings
Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowersProposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it providesLinks are incorrect when sent out
I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?Tip of the week #16 - Search and filter threads based on criteria
Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition. Firstly, there is a global search you canIntroducing recipient authentication via Stripe Identity in Zoho Sign
Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP EmailIntroducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,CRM: hosting a single html file in Zoho and displaying it as a widget
I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But IKeep Converted Leads
How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pipNext Page