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Zoho Books | Product Updates | March 2025
Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these
Sorting task lists name
Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale
invite Guest has disappeared
hi It was there yesterday. I can not see a reason. Not other other than below.
Splitting Transactions in Zoho Books
I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature. I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to
Recording overpayment?
So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?
Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regards
How to shuffle the questions or Random sample a few questions from a question base?
I have a large number of questions (> 100), so I want each respondent to do just 5 or 6 of them, but I must need shuffling questions or random sampling from questions. Do Zoho form have this feature?
Submit form to create estimate
Hi I'm really hoping someone can help me understand the deluge script that is needed to make this work! Basically I have a form which includes a sub form in it. Between the forms they collect customer data, such as name, address, contact number and information about rooms in a house such as measurements and items that might be installed in them, all combined they will be used to provide a quote/estimate. The form is all working nicely, however, I now need to add some script to send some elements
Zoho Forms data passed through Zoho Flow to On-prem SQL - Sub form issue.
Hi All, we have a number of forms now setup in Zoho Forms that contain subforms. We have integrated Zoho Flow into Forms and have a few of our standard forms inserting the data correctly into a On-Prem SQL server. Our issue now is, how on earth can we
While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", This is not editable.
Hi Zoho & Readers, While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", which is reduced from the Sales to arrive at the gross profit. The issue I face here is that Service Oriented Companies don't incur any COGS, hence
Faciliter le travail avec Zoho Cliq 6.0
Nous sommes ravis de fêter le septième anniversaire de Zoho Cliq avec le lancement de la version 6.0 : Simplifier le travail. Cette version contient de nombreuses mises à jour conçues pour améliorer votre expérience de travail. Grâce à de nouvelles fonctionnalités
Voici Zoho Tables - l'outil de gestion du travail
Nous sommes ravis d'annoncer le lancement officiel de Zoho Tables ! En quoi consiste un logiciel de gestion du travail ? Lorsque les résultats sont encourageants, c'est qu'ils reflètent une gestion efficace du travail. Cependant, au niveau des opérations
customer satisfaction records
Dear Zoho Team, Is it possible to get "customer satisfaction records" from all customers that we invoice through your portal. This query is raised with the view to satisfy ISO 9001 standards requirements. Kindly advise. Regards Anil
External Interviewer for Zoho recruit
We do three rounds of interviews. We are a IT Staffing firm and it is common for us to interviews scheduled with interview panel whose emails are not on Zoho one or Zoho recruit Round 1 - Technical screening interview. In this case the technical screener
Turn off Inventory/Inventory while creating Sales invoice
I am using Zoho Books only for accouting and have a seperate billing software which contains the data of Inventory quantities, so I want to account only vendor/ customer which creating sales/ Purchase invoice without the items, is it possible to create
Transferring Attachments from Lead to Account
Hi All, I'm trying to create a function that will transfer attachments in leads to the newly created account. I know there's an option to choose where the attachments go when you click the standard convert button but we have a high volume of conversions
How to Search Records Using Zoho Desk API with Custom Fields - Account, Contact & Custom Field
🔍 How to Search Records Using Zoho Desk API with Custom Fields Hello Team, Today, I’m excited to share a useful tip on using the Zoho Desk Search API to search data like Contacts, Accounts, or any other module using custom fields. This includes searching
Pueden ayudarme hacer ua lista por favor
Quiero hacer una lista que se encuentra en una columna de otra pagina
Zoho Books: How to trigger workflow in Deluge script
💡 How to Force Execute Workflow in Zoho Books Using Deluge Hello Team, If you're looking to forcefully execute a custom function or workflow in Zoho Books, you can do so by using the special header node X-ZOHO-Execute-CustomFunction in your API call.
How to redirect from Zoho page to external
Please explain how I can invite people to visit http://www.myzohosite.com/survey and have that page redirect to http://externalsite/limesurvey/123456 I'm thinking that embedding an HTML redirect in my zoho page would be immediate whereas a CNAME record would take hours to permeate. I don't know how to do either unfortunately.
Connecting Contacts and Leads
Hi, I found out that if a lead is already converted to contact, and another lead comes into the system (with the same data), they can live side to side without any connection between them (although they have the same email/phone in both). Is there a way,
Solution for connections to HDR desktops looking overexposed in Zoho Assist
I have been having issues when connecting to HDR desktops (my monitors are also using HDR) from Zoho Assist and I managed to find a solution. Zoho support told me to turn off HDR but that was not an option in our current workflow. The issue was that the
Inner height of calendar inside a page
I have a page in Creator with 4 calendars inside it. I reduce their height to all make them fit inside tha screen without scrolling(see image blue contour). I would like to remove the scroll INSIDE each calendar. Is there a way to modify the height of
import .pdf with text
can you import a .pdf with text fields and then edit in zoho to make a form?
Web Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you
Urgent: Slow Loading Issue on Zoho Commerce Website
Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide
Candidate Interview Feedback
How can we define ratings for candidate feedback post her interview
How to add a banner at top for sales or announcements
Hello, I am trying to create a banner at top, which is gonna remain there above header. I tried to use message bar, but it comes with an agree button, and on click it disappears. Instead o want to use a banner for a promotion, sales etc. How to create
The Social Wall: March 2025
Hey everyone, From threaded posts to new channel integrations on the mobile application, March saw some big updates. Let's take a look at everything that went live: Onboard your Instagram account directly via Instagram login credentials You can now add
contacts & their emails don't show up in Zoho mail on computer, I can't import from Google
good afternoon, I successfully cleaned up my Google contacts (the list off which I'd like to work) and deleted all my Zoho contacts. Zoho mail on my phone works great. all the contacts pop up as I'm typing the contact's name or email address, clearly
Zoho API COQL authorization problem
Hello! I am encountering a problem while executing a COQL endpoint request. I'd like to execute a simple COQL request, but whenever I try sending a POST request I get this response: {'code': 'OAUTH_SCOPE_MISMATCH', 'details': {}, 'message': 'invalid oauth
Fetch extra products data from invoice in one query with invoice record
Hello, community Is it possible to fetch extra products data from invoice in one query with invoice record? With /crm/v6/Invoices/{some_invoice_id} we could get Invoiced_Items with some products data in Invoiced_Items field If we need extra data we should
how to import products and unable to change home currencies
i am unable to upload products, i want to change home currencies from usd to inr,
Chromebook Filemanager integration with Zoho
I would like to be able to see documents stored in Zoho Docs through the native File manager on my Chromebook. I found an article from Zoho at https://www.zoho.com/news/zoho-extends-zoho-docs-to-googlechromebooks.html which hints at it but the extension isn't available in the Chrome Store. In the Chrome OS beta channel there is now the option to add new services such as Dropbox and OneDrive and WebDav based services but Zoho isn't one of them. Can you tell me if this is currently possible or if /
Please create a "TAG" custom field type
We need a "Tag" field type for multiple value situations that are large and grow or vary more than a select list can handle, but more restrictive than a textbox with values separated by commas so that users must use predefined/pre-used and formatted values . This would be for fields like: Vocation - Attorney - Estate/Trusts, Attorney - Personal Injury, MD - Osteopath, MD - Pediatrician, MD - Oncologist Interests - Skiing, Swimming, Equestrian, Golf, Sailing, Fencing, Baseball, Crickett Groups - Veteran,
ID caller with iOs App / Please your reviews
Hello, I would like to understand a bit better the ID Caller function for people who have the Zoho Recruit app on their phone. I understood that this feature is only available on iOs. I am an Android user and this feature could definitely make me become an Apple user. However, before spending hundreds of euros in a new phone, could you give me some details about out it works. I am also interesting in Zoho Recruit users' opinion who have an iPhone. Do the phone number in Zoho Recruit has to be under
Zoho marketing hub integration with WordPress WooCommerce
Hello All, I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store. im looking to find out if Zoho Marketing Hub Integrates with WooCommerce ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow) i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but
What is deploy conflict: module field(s) is more than the length of the mapped fields in the production account.
Hello I am trying to deploy changes to our Quotes module from a Sandbox to Production and my subform is erroring with "module field(s) is more than the length of the mapped fields in the production account" We can't figure out what is causing this error.
New User Invite Changes Email Address
Hello, When inviting a new user, I noticed that after I keyed in the email address and sent the invite, that the invite had changed the email address. Is this because the address may have been an alias? This was a gmail based account with a company domain.
Is there API Doc for Zoho Survey?
Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
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