Adding options in the salutation drop down list (Books)
Hello, I am a new user still in the trial phase so I apologize if I have missed this. I did search the knowledge base and community first. I need to add a "Mr and Mrs" option in the salutation drop down options in Books. I have tried to find the edit
Google Drive shared folder
My deluge script has stopped working, no longer collecting files from Google Drive - have these connections finally been deprecated ?? They seem to be active but errors occur when updating them ?
Transaction Rule Matching
Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following
Zoho Writer extension is now available in Zoho Books!
The Zoho Writer extension is now available in Zoho Books. With this, you can design documents your way. Create custom templates with Zoho Writer in Zoho Books. Instantly generate multiple templates for invoices, estimates, and purchase orders. Easily
What is the different between Zoho invoice and Zoho book
Hi, both product do invoice and Zoho book having all function / feature Zoho invoice, please explain more, thanks
Accrual Data - Zoho Books API
Hi Team, When we integrate Zoho Books with Zoho Analytics, we usually receive a consolidated dataset called “Accrual Transactions,” which contains all types of transaction data. Could you please confirm whether it is possible to retrieve this same data
Bank Fees - Allow User to Choose Expense Account
Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like
Showing Cost Price and Profit Margin in PDF
Hi there, We use two different types of quotes in our company. One is a version for our clients that does not include cost or profit margin information, and the other is for our internal team that includes profit margin and cost. We are running into an
Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
Early Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. Make
HTML PDF Templates / Build From Scratch option not visible for Custom Modules
Hi everyone, I am working with Zoho Books Custom Modules and trying to create a custom 4x4 package label PDF template using HTML/CSS. According to the official Zoho Books documentation for HTML PDF Templates, there should be an option like: Settings →
How to Generate Separate Labels for Each Invoice SKU Line Item in Zoho Books?
Hi everyone, I’m trying to implement a requirement in Zoho Books where separate labels need to be generated for each SKU/item from an invoice. Scenario: One invoice can contain multiple products/SKU items Each item/box should have its own separate label
Partial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this
Want to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
Can Zoho Books support an Asset account as an item's purchase/COGS account? (Prepaid reseller use case)
Hi everyone, I run a prepaid digital plan reseller business where I fund a vendor account upfront and draw it down as I make sales — essentially a float-based model, similar to a gift card or prepaid airtime reseller. The correct accounting treatment
Zoho books - Project Module - Itemised expenses
Hi All, I heavily use the projects function in Zoho books and can work for one client for successive weeks, providing labour and incurring the occasional general expenses. As an example, during the one purchase, I purchase 10 widgets and of these 10,
A few Issues when using "Pay Bill via Check"
We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Add Product Category to the filed mapping between Zoho Books and Zoho CRM
Currently there is no way of mapping the Product Category field in Zoho Books to Zoho CRM when using the Zoho Books Sync to CRM feature, which means CRM users are unable to filter, sort or access products by Category. Adding the Product Category to the
Automated Multi-Subsidiary Consolidation Engine in Zoho Books
For organizations managing multiple subsidiaries across different geographies or business units, consolidation is a quarterly/annual nightmare. Zoho Books lacks native consolidation tools, forcing companies to export data, manipulate it in Excel, and
STATEMENT
IF THE CUSTOMER AND VENDOR SAME THEN HOW TO RAISE A STATEMENT.
Import in Progress - always displays
I am testing Zoho Books and so far am very impressed with it. In it I have two different organizations. One is working fine, but the other one always say that an Import is in Progress. It has been like this since I set up the organization two weeks ago. I am unable to add customers to this organization; so, therefore, I am unable to send an invoice to my customer.
Prevent accidental duplicate entry of Customer Ordersome
Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
Report Sales by Customer Location
Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number - Order Date - Customer Name - Customer Ship State Thank you, Allison
Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,
Reporting Tags as Mandatory Fields on Transactions for Enforced Cost Centre Tracking
Zoho Books has a Reporting Tags feature which is excellent for segmenting financial data by cost centre, department, region, or project. However, tags are entirely optional. There is no way to make a reporting tag mandatory on specific transaction types.
utomatically apply landed costs (freight + customs duty) to purchase bills in Zoho Books
How can I automatically apply landed costs (freight + customs duty) to purchase bills in Zoho Books based on a percentage split across line items, and then sync the adjusted item cost back to Zoho Inventory for accurate COGS reporting?
Add Multiple Modules in Automation
Right now I am trying to automate sending customer statements in WhatsApp, if they have overdue invoices, since customer has multiple invoices overdue I don't want to send repetitive message for those. Right now in automation you can only select 1 module,
Multi-Book Accounting Support in Zoho Books
Currently, businesses that operate multiple entities, regions, or divisions need to maintain separate Zoho Books instances or resort to manual consolidation processes. This creates significant operational friction and increases the risk of errors. PROBLEM:
Why are Terms and Conditions / Annexure hidden from the Estimate web page yet allowed to be signed off?
I find the option of adding terms and conditions (TOC) to an estimate useful and I set up the integrated Zoho Sign to require signing the estimate if acceptable. There is one glaring problem, I believe. While those TOC are visible on the PDF version, there is not even a hint of them when a client first opens the estimate. They can see all the math but the details stop at the total amount. There is a link to open that PDF but realistically, not everyone would do it. That red Accept button on top is
Add Terms and Conditions and or Customer Notes to Email Template Placeholders
Is it possible to add to the list of Placeholders for email templates the Terms and Conditions and / or Customer Notes? If any of these (or both) are available we can include important information about the transaction right on the email. Thank you.
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
How to record GST amount for Value of Service on Inward remittance charged by bank
Hi please advice I have a situation. 1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But CGST
How do I change the account bank charges are charged to?
I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
Account Watchlist: Order of accounts in the watchlist
Is there a way we can sort the order in which accounts are shown in the accounts watchlist in Zoho Books dashboard?
How can we get payment status updates for payment links in Zoho Books using webhooks?
When we create and share a payment link in Zoho Books, is there a way to know when the payment is updated? Can we use webhooks to get real-time updates for payment link status instead of checking manually?
Concern Regarding Stock Validation in Inventory Management
Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or
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