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• Edit a previous reconciliation

  I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

• What's new in Zoho Social - Q1 recap

  Hello everyone, We’ve rolled out a bunch of updates in Q1, and we’re excited to walk you through them. To help you explore these features in detail, we’re hosting a Q1 recap webinar where we’ll show you how to make the most of each update. Q1 recap webinar

• Ignore Auto Sales Order number generation not working

  Hi, My Flow has broken and I'm no longer able to use the Ignore auto number generation function and instead use the field that came from the trigger (via Jotform) when creating a new Sales Order in Books. Any suggestions how to fix this?

• Split Bills/Expsense between multiple projects and/or clients

  I need to be able to split vendor invoices/ expenses between multiple clients. Entering the bill multiple times is not only time consuming, it defeats the purpose of having a unquie identifity bill number and will allow for possible duplicated entry.  Below is an example from Quickbooks Desktop. Splitting costs over various projects is a common job costing function that I am very sad and surprised is not an option in Zoho Books. Unless I am missing it somewhere? Thanks for your help!

• Vendor bills cannot be assigned to a customer or a customer project?

  I'm confused on how to handle outsourced contractor expenses on a customer project.  Between my business and the contractor, the invoice they send me fits obviously into Zoho Books as a Bill. However, I need to be able record those expenses to the client

• Anyone using Books to track Project Profitability? If so, I could use some guidance

  Hello Zoho Community. I am a recent subscriber to Zoho, and its part of an ongoing evaluation.  My company (and my clients) have extensive project-tracking needs.  The Projects module seems to be good from a project management standpoint, but I am perplexed

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Problem in usage zoho

  Difficulty to submit the from in my training to handle ticket on your free trial

• In-House, Non-Billable Projects

  I use Zoho Projects solely for in-house projects with fixed cost budgets.  Only bills and expenses need to be charged against the budget.  There are no customers to be billed or invoices to be created. How can such a non-billable project be set up?   As

• [Webinar] What's New in Zoho Analytics: Q1, 2026

  To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data connectors,

• Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!

  Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically

• Users I've shared the sheet with cannot use the Custom Functions

  Hi, I have a Zoho Sheet worksheet that I shared to 2 colleagues, giving them full access: In that worksheet, I created a button with a custom Deluge function and it works flawlessly for me: For those I shared the worksheet to, when they click the button,

• Limiting the form - Zoho People

  Hi Team, I would like to limit the number of form/request submissions for employees within a given month. For example, if an employee has already submitted 3 requests in the current month, they should not be allowed to submit any further requests. An

• Automate the file import step

  Hello everyone, I have a Sales - 'Account' category, and currently import the file to update it as follows: Import Accounts - From File - Update existing Accounts only - select and match the field the CRM. Since we have been using Microsoft 365 SharePoint.

• Zoho Creator In-App Notification

  Hi Team, I have implemented an in-app notification using code, as it required some customization. I followed the example in the link below: https://www.zoho.com/deluge/help/pushnotify-using-deluge.html#Example I have a couple of questions regarding this

• Deluge Error: "Data type of argument of function 'get' did not match required type [BIGINT]" when working with Lookup fields

  Hi everyone, I’m facing an issue in Zoho CRM Deluge while working with lookup fields. Setup: Module: Monthly Bills Field: Customer (Lookup → Accounts) Module: Laundry Orders Field: Laundry_Account_Name (Lookup → Accounts) Field: Expected_Revenue (Currency)

• Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

  Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

• Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

• In App Auto Refresh/Update Features

  Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

• Unable to Log In to FSM Mobile App

  Hello FSM Team, We are encountering an issue when logging in to the FSM mobile app. When entering the user email, the system shows the error: “This account does not exist.” However, the same user is able to log in successfully via web (fsm.zoho.com).

• Clarification on “Change Owner” vs Dispatcher Role in Work Orders

  Hi Mr. Abid, Good day! We would like to understand the purpose and correct usage of the “Change Owner” option in the Work Order module. As we noticed, there is an option to Change Owner in the Work Order. At the same time, there is also a separate field/role

• New Income Tax Act 2025 and Rules 2026 for India (Effective 1 April 2026)

  Hello everyone, The Income Tax Act 2025 came into effect from 1 April 2026. This new law replaces the old Income Tax Act of 1961. Along with the new Act, the Income Tax Rules 2026 have also been released by the government. These updates bring practical

• Facturation électronique 2026 - obligation dès le 1er septembre 2026

  Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

• How can I delete a user profile created ?

  I can't delete custom profiles created. Why ?

• Search API filter/sort ignores comment-triggered modifiedTime updates

  Summary When a comment is added to a Call or Account, the parent record's modifiedTime is correctly bumped. This bumped value is visible in: GET /api/v1/calls/{id} ✅ GET /api/v1/calls/search without a filter ✅ — the record's response body shows the new

• ZOHO Cadence

  Can you edit when a cadence is set to enroll? For instance, I currently have it set up to enroll three days after a new record is created that fits the custom view criteria; however, I would like to change it to enroll immediately. I do not see where

• Dynamic Multi-Staff Selection for Ad-Hoc Bookings

  Summary Allow customers or internal schedulers to select specific staff members at the time of booking, with Zoho Bookings automatically surfacing only the time slots where all selected members are simultaneously available. Current Behaviour Zoho Bookings

• How Can I Clear Deleted Members and Free Up Their Storage?

  Can we remove these deleted members and free up their storage?

• Zoho Books Create Invoice API

  I am creating zoho invoices via the API.  Now that zoho has released sub-accounts, i'd like to create invoices and link them to sub-accounts within "sales" account.   For example; my chart of accounts looks like this; Sales ->Website Sales    ->Campaign Sales ->Offline Sales However, when I try to pass these accounts to the API, I receive an error that only Bank accounts can be passed with the create invoice.  

• Multiselect lookup in subform

  It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??

• Ability to Set Text Direction for Individual Cells in Zoho Sheet

  Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

• Contact not saved after editing

  Hi. I discovered a couple of problems with Zoho contact. (1) BUG. Contact is not saved after editing. If you edit an existing contact by putting a bracket in one of the fields you get the message "Contact updated successfully" but nothing is saved. All updates (including the other fields) are lost. Steps to reproduce. Go to an existing contact and change the first name to "Robert (Bob)". (2) In the phone number fields you can only save numeric data (0 to 9). This seems an unneccessary restriction.

• Zoho Mail Android app update: UI revamp

  Hello everyone! We are excited to share that the first phase of the Zoho Mail Android UI revamp is now live. In this update, we have redesigned navigation bar at the bottom to quickly access the Email, Calendar, Contacts, and Settings modules. Also, the

• Opt-out from mailing list means can't email at all??

  It seems that if a contact unsubscribes from a mailing list the only way to email them is to uncheck the email opt-out box first, then re-check after the email has been sent. I've been through a chat with support and they confirmed this. This seems bizarre.

• Items Landed Cost and Profit?

  Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

• Bank Feeds

  Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working

• Show backordered items on packing slip

  Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom

• Newby Questions

  Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?

• Add Custom Fields only in Customer module and not on supplier module!? Is not there a way to do that!?

  I am trying to create custom fields on clients module but it also gets created on suppliers module; which of course does not make sense at all as a lot of custom fields are client or supplier specific but never both. I am missing something? This seems

• Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

  Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items

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