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For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this is largely the same as what they were to allow for ...
1
  • idea
  • 2 hours ago
Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op bu...
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Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 3...
1
bank entries for november month i entered but why this is transfer to jan 2025 month.
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After importing customer data into Zoho Books, I attempted to create an invoice but couldn't find the display name in the search results. However, it appeared when using the a...
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Upgrade to Locations We've enhanced the Branches module to include warehouses and renamed it as Locations. To enable the Locations feature, your existing warehouses need to be...
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So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payme...
2
Answered
Please, there is no way on WhatsApp integration to know if a message has been read, or has been managed by a member of the team. There should be a way to add contextual info o...
1
Answered
Hi, in Zoho Books, I have 2 bank accounts. Money is moved between the two. When I want to know how much money was actually transferred over a certain period of time, I can fil...
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  • question
  • 9 hours ago
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! A...
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  • announcement
  • 11 hours ago
Gentlemen, I have been requesting the Zoho Books team for 15 days through various emails- then even escalated. The response that I get from Zoho is " Our back-end team is work...
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  • problem
  • 12 hours ago
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay...
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  • announcement
  • 34 replies
  • last reply by
  • 13 hours ago
In the past I would create a new customer in my Zoho Books, and enter their phone number in the format customary for the USA (that's where we are domiciled): Areacode-Prefix-N...
2
Hi if I have a commercial company with multiple sales outlets, sales representatives and multi currency, what is the best subscription you offer? thanks.
1
Answered
Hi, Following request from our clients, we need to add their respective VAT and BRN in the invoice that we issue. Could you please let us know if this is something that we can...
1
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting...
13
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to s...
18
Answered
Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books.  Now, you can have your customers access a link to...
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  • announcement
  • 33 replies
  • last reply by
  • 1 day ago
I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Man...
6
Maybe later
Hello everyone! As you all know, Zoho Books lets you handle your payment processes by receiving online payments for your invoices. Today, we're excited to introduce a feature ...
1
  • question
  • 1 reply
  • last reply by
  • 2 days ago
    Online accounting software, built for your business.
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