What's New in Zoho Books - August 2021
Hello Users,
We're back with some exciting new features this month, just for you! Here's what's new in Zoho Books this month:
IOSS (Import One-Stop Shop) Scheme [UK]
Earlier, goods imported to Europe were taxed at Zero Rate and was subject to Import VAT in all the member states that the goods were imported to. To relax the multiple tax burden, the European Union came up with the IOSS scheme, effective from July 1, 2021. This scheme allows e-commerce businesses that import goods into Europe to register with a single member state and later report and pay tax each quarter to the various member states where their customers are located.
To comply with IOSS in Zoho Books, enable it in the VAT Settings page by marking the My business is registered for VAT MOSS or IOSS checkbox and entering your EORI number.
Once it is enabled you can create new tax rates and select the member state that you're creating the tax for, from the Member State dropdown. You can then create transactions with the created tax rates. An IOSS report will be generated with the transactions created with the respective tax rates.
To enable IOSS Scheme: Go to Settings > VAT > VAT Settings > Enable the option My business is registered for VAT MOSS or IOSS.
To create new tax rates for member states: Go to Settings > VAT > VAT Rate > + New
Export Data to DATEV [Global-Germany]
If you're an accountant or business based in Germany and you use the DATEV software for tax filing purposes, you can export your data from Zoho Books to DATEV in the DATEV supported format.
You'll have to enable the option to export in the Accountant Preferences section first. You can also configure the export preferences from the top right corner of the Accountant module.
To export data, go to the Accountant module then click DATEV Export from the dropdown and click Export Data. Select the desired Date Range and click Export to download the data to your device. Learn more.
To enable DATEV export: Go to Settings > Preference > Accountant > check the Allow export of financial data from Zoho Books in DATEV compatible format checkbox.
Integrate with Bigin
You can now sync you contacts and items in Bigin with the contacts and items in Zoho Books. To set up the integration you'll have to 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, Invoice, Estimate and Sales Orders modules will be created in Bigin. You can create transactions with the contacts and items from within Bigin.
The Re-sync Contact from Bigin option in the customer details page can be used to immediately sync a contact from Bigin, instead of waiting for the next sync. Learn more.
You can only have Zoho Books integrated with Zoho CRM or Bigin at a given point of time.
Integrate with Kotak Mahindra Bank [India]
With the Kotak Mahindra Bank integration, you can view your bank accounts, fetch feeds and view live account balance within Zoho Books.
You can set up this integration by going to Settings then Online Payments and navigating to Vendor Payments. Here you can click Set up Now button under Kotak Mahindra Bank.
Once you have successfully setup your Kotak Mahindra Bank account, you can configure your account for fetching direct bank feeds by clicking Configure Bank Feeds in the same page. Learn more.
[Edited] - Note: This integration is available only for the organisations in the .IN data centre.
To check live account balance: Go to Banking > Select the Kotak Mahindra Bank account > Click Check Live Account Balance.
Do give these features a spin and let us know what you think. If you have any queries, feel free to contact us at support@zohobooks.com.
Regards,
Shally Joseph
The Zoho Books Team
Access your files securely from anywhere
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
Shally Joseph
Sandeep Jain
Securizen Systems Private Limited
Praveen Sharma
ramdevahm
New to Zoho TeamInbox?
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
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
Ticket sends email to 2 different email addresses
Good afternoon, I am attempting to setup our ticketing system so that when a ticket is created, updated, and closed, it will email both the customer receiving support as well as the salesperson that is associated with the customer. The way that our ticketsKey Highlights of 2024: Recalling a Year of Progress and Advancements!
As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped usCannot use a Zoho Form in CRM Email Template
I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I getBatch tracking updates
I applaud the Zoho team for their recent updates to batch tracking information and even though I have 'chatted' to the Zoho team, I'm still batteling to understand the reasoning on the below. We buy stock in bulk and it is received into the Bulk Warehouse.How to increase number of contacts shown in CRM Campaign ?
Hello Everybody, I can't find a way of increase the number of contacts displayed per campaign. It is limited to 10 contacts which is very distressing when I need to update the status of several contacts. What a huge waste of time and energy Is there aFeature Request: Search in the PC client. Some thoughts about the search.
Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to useZoho Flow reads record Tag as number instead of text string. How do I change it?
I have experience with flow and have a number of them working. This flow is supposed to add a record in a custom module when a Contact record is edited or created with a specific tag. Trigger criteria is "Tag contains 'Athlete' ". However, the flow doesView more than 10 members of a Campaign at a time?
First off, I am new to Zoho CRM so I may be missing something, but - I have several hundred contacts attached to a campaign, and on my "Campaign Details" page, I am seeing only ten of them listed with no option to show more than 10. For my immediate task I have several contacts that I need to delete from this campaign and it would be nice to see more than ten contacts, or be able to remove more than one at a time. Long-term, I am guessing that at some point I will need to produce a list of everyoneShopify to Zoho Books Integration
I have had to go ahead and disable my Shopify integration entirely. When a Sales Order comes in from Shopify, it lists the shipping charge as a line item with no SKU attached to it. As you are not able to edit a Sales Orders that comes in from a Marketplace,How to authenticate my domain on ovh
I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zohoFixed asset management
I want to know if there is any individual module for fixed assets managementNo Updation of manual journals in case of Accrual basis of Accounting
Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basisLost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?Missing Modules such as RFQ, Purchase request and Store room
Hi, I wonder why zoho doesn't add Purchase requests module e.g. ( a lower level staff wants to request for provision of something) which can be approved or rejected by his/her manager. In case of approval, same request can be converted into RFQ. SecondlyHow to re-subscribe a unsubscriber that changed their mind?
We have a customer that unsubscribed by accident and is requesting that we add them back to our email campaigns. I've tried finding a method to do this but my searches are coming up empty. Any tips on how this can be done?Leadchain
I am installing leadchain in zohoone but my leads from facebook are not being imported. Can you please tell me how to resolve this situation?Insufficient "previlleges" to perform this operation? All of a sudden
Trying to create a ticket report in the free version of Zoho Desk (Analytics > tickets by contact), same as I have always done for the past 4 years every 2 weeks, and I am receiving the following message: I am labeled as Support Administrator, and weThis 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 theAssistance with Code to send email on subform data
I am trying to trigger an action off the successful submission of a form that emails the details of the subform to a distinct email. This subform is setup as another form in the app and I can get the below code to work: for each subrow in input.New_Payment_SubformMapping for date field from one module to another.
Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customerLookup Fields - Needs more than 5 Link
The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?Zoho Inventory API Purchase orders
Hello, I'm using zoho inventory API to push items as POs, my script looks like this record_value = Map(); record_value.put("vendor_id","4267431000000087479"); //"item_id": 4267431000000080270, line_items = []; items={ "name": input.Product, "description":Introducing Bot Filtering for Accurate Email Campaign Analytics
Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuineCRM - Copy data from Single Line to Lookup Field
Hello, I need help to create a workflow with a custom function in order to copy value from a single value field to a Lookup Field. Module : Shipment Single value field API name : Customer_ID Lookup field API name : Account_ID WOuld be great to have someZoho Books and Zoho Projects Task Status Update
How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantZoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideallyHow to Parse XML Data Returned by API?
I have several APIs integrated with my CRM and they work great. I am having some trouble though parsing data out of a large string/array in Funtions? I need to be able to pull the DeviceId and the WebSiteDeviceName from each PanelDevice. I would appreciateEnhanced Placeholder Preview for Templates
Hi, When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While these placeholders are useful, it is not always clear what each field represents,View details about when/how a contact was added to a campaign
Is it possible to see who added a contact to a campaign in Zoho CRM, and when? In Salesforce there is a 'Campaign Member' object/module, which is a junction between the campaign and the contact. This enables you to see these kinds of details. I wouldAllow Zoho CRM access in firewall
I will set up CRM users to access the VPN and access it via the CRM app or mobile web browser. Please let me know what FQDN, IP, etc. I need to add (login, CRM access, etc.) to access CRM without any problems (EX) *.zoho.com )Off cycle pay run 10 day
How would I go about running an off cycle pay run for 10 days? (Jan 1-10)? I have been trying to be in contact with support and we keep paying phone tag. I need to change my pay period from bi-weekly to weekly. This should be much easier than they areZoho Commerce - Mobile Application
Does Zoho Commerce have a mobile application for customers to place an order?Unlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,Quick editing of fields in a report view...
I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report soOptimize your Knowledge Base for enhanced accessibility by adding alt tags for images
Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,Microsoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?New key install (zoho databridge
We have a problem installing Zoho Databridge We downloaded the setup and installed it. But we need to reinstall the software and lose the key. How to get another key? We need to connect to a MySQL databaseSending a Slideshow as a scheduled email
I have created a slideshow for my dashboards - is there anyway of automating or scheduling it to send to users ?Download fails
We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:Next Page