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                                                                                          • Most Discussed Topics

                                                                                          • What's New in Zoho Books - September 2022

                                                                                            Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.
                                                                                          • Bank feed issues becoming unmanageable

                                                                                            I've really liked using Zoho Books and other Zoho apps since starting my own consulting business 2 years ago. But I don't see how I can continue to use it though when the most fundamental and critical functionality of any accounting software - banking
                                                                                          • Can Zoho Books function or workflow initiate instant sync with Zoho CRM?

                                                                                            I need to initiate in Zoho Books and instant sync with Zoho CRM by custom function or workflow, please help.
                                                                                          • Bank Feeds: Multi-Factor Authentication, Auto vs. Manual, Wrong Update Dates

                                                                                            From what I can divine from support here in the forums, it looks like post-update, bank feeds that require MFA (multi-factor authentication) cannot be updated automatically, and need to be refreshed manually. Is this correct? If so, that doesn't feel
                                                                                          • How to add internal users as scheduled report recipients?

                                                                                            I would like to schedule some reports for my employess. They all have an account with an email address. However, when I schudule a report and try to select email recipients I cannot see all users. In fact, I can only see two users from the drop down list
                                                                                          • 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