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
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
Shally Joseph
Sandeep Jain
Securizen Systems Private Limited
Praveen Sharma
ramdevahm
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
Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)
Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcementExternal download link limit
Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files inDynamically catching new file creations
I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".Rotate an Image in Workdrive Image Editor
I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and uploadWorkflow workdrive rollout
Hi! When will workflow be rolled out to all users? Thanks.Creating and managing a Team Folder using WorkDrive TrueSync
Hello everyone, Are you tired of constantly switching between your Desktop TrueSync app and the WorkDrive web app to create and manage Team Folders? We’ve made things easier for you. You can now create and manage Team Folders directly within the TrueSyncEdit images seamlessly with WorkDrive's built-in Image Editor
Are you tired of switching between multiple tools just to make simple edits to your images? We understand the hassle, which is why Zoho WorkDrive now comes with a built-in image editing tool, powered by Zoho Annotator. This tool allows you to edit imagesSupercharge your email workflow with WorkDrive's add-in for Microsoft Outlook
Consider this: You’re handling a critical project, and your inbox is packed with important attachments, email threads, and client communications. The back-and-forth routine of downloading files to your computer, uploading them to WorkDrive, and manuallySecure and promote your content with Custom Watermarking
Imagine this: You’re a professional photographer who regularly shares your work online with potential clients and collaborators. Recently, you notice that some of your images have been reposted without any credit or permission. This not only impacts yourJoin us in Singapore for the Zoho WorkDrive User Group meetup!
Hello, everyone! Exciting news! We'll be hosting an upcoming Zoho WorkDrive user group meetup in the beautiful city of Singapore this November. At this Zoho User Group meetup, we'll guide you through ways to use WorkDrive as a platform and build customWorkDrive TrueSync now supports ARM64-based Windows devices!
We’re excited to announce that the Zoho WorkDrive TrueSync app now fully supports Windows devices with ARM64 architecture! Whether you're working on an ARM-based device or an x64 processor, you can now enjoy the same seamless file synchronization experienceOption to Disable Download for Documents Shared via Permalink
Dear Zoho Writer Team, Currently, when sharing a Writer document using the regular permalink (Collaborators with external users), there is no option to restrict the ability to download the document. While the external share link allows such restrictions,How to Download a File from Zoho WorkDrive Using a Public Link
How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teamsdomain 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.IamLive Webinar: Getting Started with Zoho WorkDrive - A Complete Overview
Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to set up your team, bring in your data, and make the most of WorkDrive’s collaboration, organization, AI, and security capabilities. This session is perfect for anyoneCalendly One-way sync- Beta Access
Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there haveThe year that was at Zoho Calendar 2023- Part 2
In continuation with our previous post on all the exciting updates and improvements that have shaped Zoho Calendar over the past 12 months, Lets delve into more: Bring your calendars together- Introducing Zoho Calendar and Outlook calendar synchronisationTip of the week #18: Change the event organizer in Zoho Calendar.
We cannot always be available to conduct an event when we organise one. In these circumstances, you can use Zoho Calendar to change the event organizer at any moment before the event begins. This way, you can avoid cancelling the event while still takingTip of the week #20: Create and manage multiple personal calendars.
Zoho Calendar provides users with the facility to create and manage as many calendars as required. All these calendars can be managed and edited as per user requirements. You can alter the calendar view, make changes to the calendar theme, share the calendarTip of the week #24: Subscribe to the calendars of a Zoho Calendar user.
Calendars that are created by Zoho Calendar users can also be added to your Zoho calendar. All public calendars listed by the users will be available when you enter the email address. You can choose the calendar you need to subscribe to. Once the emailTip of the week #26: Import/ Export calendars in Zoho Calendar.
Any calendar on the web or calendars that you create in any other calendar application can be imported in to Zoho Calendar. This will help you to add the events from the calendars that you import to your Zoho Calendar. You also have the option to exportRemoving calendar for zoho email group
How do I make it so that an email group created in Zoho Mail does NOT have a calendar? I have a couple groups for our phone systems voicemails - one for each department. Voicemail recordings are sent to this groups email address so they have access toTip of the week #27: Edit personal calendars in Zoho Calendar.
In Zoho Calendar, the personal calendars you create can be edited to make changes you need to make. Edit a Personal Calendar The following changes can be made to the personal calendar by editing it: Calendar title Calendar color Reminders and DescriptionTip of the week #28: Show/ hide, enable/ disable and empty/ delete your calendars in Zoho Calendar.
The popularity of online calendars has soared in recent years. It's used both for personal and professional reasons. Calendars have evolved into an effective productivity tool in our lives, from creating events for birthdays and anniversaries to schedulingTip of the week #30: Share calendars publicly in Zoho Calendar.
In Zoho Calendar, calendars that are created under My Calendars can be shared publicly. Making your calendar public allows others to view it. When you need to share your calendar with a larger group, public sharing can help. You can restrict others fromTip of the week #31: Share your personal calendars within organization.
Keep your Organization members aware of what's happening. In Zoho Calendar, you can share your personal calendar with all the members in your organization using the Share with org option.When you enable org sharing for a particular personal calendar,Tip of the Week #33: Appointment scheduler in Zoho Calendar.
In Zoho Calendar, you can use the Schedule Appointment option to share your appointment request form with the public, allowing people to fill out the form to request an appointment with you. This form can be embedded on your website or blog. VisitorsTip of the Week #34: Embed Calendars using Zoho Calendar
You can make your calendars public and visible to the general public by embedding them in your websites/blogs using Zoho Calendar. You can use the embed code to add your own calendars to your website's/ blog's HTML code, and the calendar will appear onTip of the week #35: Migrate to Zoho Calendar from Google Calendar.
If you are looking to move your Google Calendar events to Zoho Calendar, never worry about missing out the events from your Google Calendar. You can migrate the events from Google Calendar using the export option and import it to Zoho Calendar and manageTip of the week #36: Migrate to Zoho Calendar from Outlook Calendar.
If you've been using Outlook calendar and looking to migrate to Zoho Calendar, you can seamlessly export your calendars from Outlook and import them into Zoho Calendar without losing any events, participants, and the reminders set for each event. To migrateShared calendar issues and duplications
Apparently there was a calendar update? Now when I schedule an event for a team member that has shared his calendar with me, the event makes me the organizer and adds the event to my calendar as well. Previous to this "update" I would scheduled an eventSubscribed Calendar
Hi i have subscribed to a calendar for Holidays in Canada it shows all the holidays perfectly but every one of them has the word Canada before the rest of the name is there a way to remove that word Canada? It takes up a lot of space in the square onThe year that was at Zoho Calendar 2023- Part 1
Hello, amazing community members! Happy new year from all of us here at Zoho Calendar. As we begin the new year, we'd like to thank each and everyone of our community members for your unwavering support and love that you have shown for Zoho Calendar.Zoho Calendar 2024: A Year in Review
Hello, community members! Happy new year from all of us here at Zoho Calendar. As we turn the page to a new year, we extend our heartfelt gratitude to every member of our Zoho Calendar community for your continued support and enthusiasm. Your feedbackZoho Calendar not syncing correctly with personal Google Calendar
Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personalMTA - 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)Zeptomail API error 500 internal server error
Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best RegardsWaiting multiple days to buy credits, causing my website to suffer
So I own a fairly large website that gets a lot of registered users. I use transmail send activation emails, and also forgot password emails. I sent an email to zoho's presales team when I was only at 4K/10K emails sent, hoping to buy more credits beforeFollow up
Hello, I sent a message 2 days ago but I don't receive any response and I cannot find my ticket here. this is the ticket: Your ticket has been created with the ticket ID 68925465 and subject "Fwd: Fishing-alert" looking forward to seeing your response.What's new in TransMail!
Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! We've recently crossed the 6 months mark of TransMail's launch. In this time post our launch, we have been constantly working on updating our platform and adding new featuresNext Page