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                                                                                      • Most Discussed Topics

                                                                                      • Bank Feeds - Saying Updated, Actually Not

                                                                                        My bank feeds across the board are saying that they're updated as of today, but they haven't actually updated since the last time I did it manually (by clicking refresh feed, not a manual import of a file). I don't mind terribly having to press the refresh
                                                                                      • Button to create a sales order from a deal in Zoho CRM

                                                                                        Hello, is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order.  I need to send a total invoice
                                                                                      • Custom Fields at Line Level

                                                                                        Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.
                                                                                      • How do I programmatically set the payment_options?

                                                                                        Here is the value of payment_options/payment gateway json from a manually created invoice. The payment options works.  What is the syntax to set these programatically? "payment_options": {             "payment_gateways": [                 "{\"configured\":true,\"can_show_billing_address\":false,\"additional_field1\":\"standard\",\"is_bank_account_applicable\":false,\"can_pay_using_new_card\":true,\"gateway_name\":\"paypal\"}",
                                                                                      • Syncing CRM and Books

                                                                                        I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM.  When I do this in Books, I get to the point where I have to pick the "Organization"
                                                                                      • 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