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• Recent Topics

• New user After moving over from QBO

  New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The

• Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

  Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services

• Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

  We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

• Disputed Purchase Invoices

  We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their

• No TDS Deduction

  In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we

• CBSA - GST CHARGES on imports

  Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on

• Zoho Books

  How do I manually insert opening balance?

• Sales order & purchase order item links for item details

  This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

• Bank charges are applied. Please select a bank account.

  Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

• How to add receipts

  How to add receipts

• Support for auto-upgrade in TrueSync (for Windows)

  WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported

• WorkDrive API Documentation

  WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

• March 15, 2023: Zoho Docs is discontinued

  As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

• Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)

  Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcement

• External download link limit

  Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

• Dynamically catching new file creations

  I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".

• Rotate an Image in Workdrive Image Editor

  I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

• Workflow workdrive rollout

  Hi! When will workflow be rolled out to all users? Thanks.

• Creating and managing a Team Folder using WorkDrive TrueSync

  Hello everyone, Are you tired of constantly switching between your Desktop TrueSync app and the WorkDrive web app to create and manage Team Folders? We’ve made things easier for you. You can now create and manage Team Folders directly within the TrueSync

• Edit images seamlessly with WorkDrive's built-in Image Editor

  Are you tired of switching between multiple tools just to make simple edits to your images? We understand the hassle, which is why Zoho WorkDrive now comes with a built-in image editing tool, powered by Zoho Annotator. This tool allows you to edit images

• Supercharge your email workflow with WorkDrive's add-in for Microsoft Outlook

  Consider this: You’re handling a critical project, and your inbox is packed with important attachments, email threads, and client communications. The back-and-forth routine of downloading files to your computer, uploading them to WorkDrive, and manually

• Secure and promote your content with Custom Watermarking

  Imagine this: You’re a professional photographer who regularly shares your work online with potential clients and collaborators. Recently, you notice that some of your images have been reposted without any credit or permission. This not only impacts your

• Join us in Singapore for the Zoho WorkDrive User Group meetup!

  Hello, everyone! Exciting news! We'll be hosting an upcoming Zoho WorkDrive user group meetup in the beautiful city of Singapore this November. At this Zoho User Group meetup, we'll guide you through ways to use WorkDrive as a platform and build custom

• WorkDrive TrueSync now supports ARM64-based Windows devices!

  We’re excited to announce that the Zoho WorkDrive TrueSync app now fully supports Windows devices with ARM64 architecture! Whether you're working on an ARM-based device or an x64 processor, you can now enjoy the same seamless file synchronization experience

• Option to Disable Download for Documents Shared via Permalink

  Dear Zoho Writer Team, Currently, when sharing a Writer document using the regular permalink (Collaborators with external users), there is no option to restrict the ability to download the document. While the external share link allows such restrictions,

• How to Download a File from Zoho WorkDrive Using a Public Link

  How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teams

• domain not verified error

  Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iam

• Live Webinar: Getting Started with Zoho WorkDrive - A Complete Overview

  Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to set up your team, bring in your data, and make the most of WorkDrive’s collaboration, organization, AI, and security capabilities. This session is perfect for anyone

• Calendly One-way sync- Beta Access

  Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there have

• The year that was at Zoho Calendar 2023- Part 2

  In continuation with our previous post on all the exciting updates and improvements that have shaped Zoho Calendar over the past 12 months, Lets delve into more: Bring your calendars together- Introducing Zoho Calendar and Outlook calendar synchronisation

• Tip of the week #18: Change the event organizer in Zoho Calendar.

  We cannot always be available to conduct an event when we organise one. In these circumstances, you can use Zoho Calendar to change the event organizer at any moment before the event begins. This way, you can avoid cancelling the event while still taking

• Tip of the week #20: Create and manage multiple personal calendars.

  Zoho Calendar provides users with the facility to create and manage as many calendars as required. All these calendars can be managed and edited as per user requirements. You can alter the calendar view, make changes to the calendar theme, share the calendar

• Tip of the week #24: Subscribe to the calendars of a Zoho Calendar user.

  Calendars that are created by Zoho Calendar users can also be added to your Zoho calendar. All public calendars listed by the users will be available when you enter the email address. You can choose the calendar you need to subscribe to. Once the email

• Removing calendar for zoho email group

  How do I make it so that an email group created in Zoho Mail does NOT have a calendar? I have a couple groups for our phone systems voicemails - one for each department. Voicemail recordings are sent to this groups email address so they have access to

• Tip of the week #27: Edit personal calendars in Zoho Calendar.

  In Zoho Calendar, the personal calendars you create can be edited to make changes you need to make. Edit a Personal Calendar The following changes can be made to the personal calendar by editing it: Calendar title Calendar color Reminders and Description

• Tip of the week #28: Show/ hide, enable/ disable and empty/ delete your calendars in Zoho Calendar.

  The popularity of online calendars has soared in recent years. It's used both for personal and professional reasons. Calendars have evolved into an effective productivity tool in our lives, from creating events for birthdays and anniversaries to scheduling

• Tip of the week #30: Share calendars publicly in Zoho Calendar.

  In Zoho Calendar, calendars that are created under My Calendars can be shared publicly. Making your calendar public allows others to view it. When you need to share your calendar with a larger group, public sharing can help. You can restrict others from

• Tip of the week #31: Share your personal calendars within organization.

  Keep your Organization members aware of what's happening. In Zoho Calendar, you can share your personal calendar with all the members in your organization using the Share with org option.When you enable org sharing for a particular personal calendar,

• Tip of the Week #33: Appointment scheduler in Zoho Calendar.

  In Zoho Calendar, you can use the Schedule Appointment option to share your appointment request form with the public, allowing people to fill out the form to request an appointment with you. This form can be embedded on your website or blog. Visitors

• Tip of the Week #34: Embed Calendars using Zoho Calendar

  You can make your calendars public and visible to the general public by embedding them in your websites/blogs using Zoho Calendar. You can use the embed code to add your own calendars to your website's/ blog's HTML code, and the calendar will appear on

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