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
Access Denied
I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.Using Zoho Desk to support ISMS process
Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk fromBin Locations
Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, RyanTaxJar vs Avalara
Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensiveHow to check Leads with no Task (open activity)
Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.What can we do on our end to improve the Answer bot answers?
Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testingZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aTaxes for EU B2B Transactions
Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.How to upload file to Connect using API?
Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.Items Landed Cost and Profit?
Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide theHow can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?Group Tax in Service Line Items
Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!Zoho Campaigns - Why do contacts have owners?
When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support haveFSM Improvement Idea - Show an Import button when there is no data
I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the ImportZoho FSM API Delete Record
Hi FSM Team, It would be great if you could delete a record via API. Thank you,OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account
I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.Access token generate from the refresh token not working for API
Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent overLimiting search or dependencies with an asterisk "*".
I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fieldsImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Cross Data Center Support for 1:1 Chats with External Users
Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that thisSupport Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsAnswer Bot and Personalized Questions
Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"Handling Greetings/Small Talk at the Beginning of a Zobot Conversation
Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting orRegex in Zoho Mail custom filters is not supported - but it works!
I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regexImporting a new list into campaigns
I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwriteClient Script Payload Size Bug
var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thankswhen I email a invoice how can i see it was sent and also were i can go to see all emails sent
when I email a invoice how can i see it was sent and also were i can go to see all emails sent?Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesShowing description in timesheet and timelogs.
I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the fullHow can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,CRM Blueprint Notification by Cliq
Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check CliqsZoho People Attendance Regularization – Wrong Total Hours Displayed
While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculatesSync Contacts in iOS
What does the "Sync Contacts" feature in the iOS Zoho Mail app do?Live webinar: Craft the ideal sales pitch deck with Show
Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them👋 Welcome to the Zoho MCP Community
Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’reSuitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis
Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expandNext Page