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      • Announcements

      • What's New in Zoho Books - May 2022

        Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send credit
      • What's New in Zoho Books - April 2022

        Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April:  Item Barcode Scanning Initially
      • New: Track Vendor Credits in Zoho Books

        We are happy to announce that you can now record credits you receive from your vendors or suppliers as a  Vendor Credit Note  in Zoho Books.   While running a business, it's common to return damaged goods or pay excess amount in advance to vendors. The Credit Note which your vendors issue, needs to be tracked so you can use them for your future  purchases .   How does Vendor Credit Note work ?      You can create Vendor Credit Note from Bills to keep track of returned goods or services.      You
      • What's New in Zoho Books – February 2022

        Hello, We're here to kick-start 2022 with the year's first What's New post! Let's dive in: Contextual Chat You can now chat about transactions and records with the users of your organization, from within Zoho Books. Contextual chat is powered by Zoho
      • Categorize Items with Item Headers

        Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

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                                                                                      • Most Discussed Topics

                                                                                      • What's New in Zoho Books - May 2022

                                                                                        Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send credit
                                                                                      • Zoho API CORS

                                                                                        Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to, but when making requests to API I get CORS error.  Am I doing something wrong? Maybe problem is with using ip/port d
                                                                                      • Validation rules

                                                                                        Sales order | expected shipping date I can't find a way to ensure a shipping date is entered via the validation rules & there is no way to make it a "required" field ! Am I missing something or is this another oversight ?
                                                                                      • Is there a limit of 100 characters in line_items custom_fileds ?

                                                                                        When I'm trying to add custom_fields information for line_items (when creating estimate) I get this error whenever the data is bit too long: Please ensure that the custom_fields has less than 100 characters.  This seems extremely weird as I don't have
                                                                                      • task Billable defaults get overwritten

                                                                                        Hi Folks, when I set a project or a task to non-billable. The time entry form overrides it to whatever the default is for the timesheet (I set mine to billable). Is there a way, if the task has a specific billable/non-billable set, to just let that be
                                                                                      • Sticky Posts

                                                                                      • Features, Feedback and Votes

                                                                                        We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything  you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature  request s, we definitely want to know what would help you run your business better.  We will update feature requests that we're working on and by participating in the forums, you'll remain updated on every
                                                                                      • Zoho Books (UK edition) in the post-Brexit era

                                                                                        Dear users,   As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books.   VAT Treatments   Pre-Brexit,
                                                                                      • Zoho Books is now integrated with Slack messenger

                                                                                        Hello,   Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can monitor your customer's Client Portal activities over Slack. The notifications that are triggered based on your customers’ actions in the Client Portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.) The integration
                                                                                      • Webinar: Introduction to the Client Portal

                                                                                        Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.
                                                                                      • Join us at Zoholics - Finance & HR User Conference

                                                                                        Hello, I have some special news to share with you.  We are organizing  our very first  Zoholics  for Finance and HR applications at Zoho headquarters on 06-07th November in  Pleasanton , CA.   The agenda is simple: help you master Zoho Books and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building.   To know more, here's the agenda :  https :// www .zoho.com/ zoholics /finance-hr. html   In the past 6 years, we've