Zoho Books
Two Zoho Books Organisations with One Zoho CRM: UK and Ireland
A business that trades through two entities in different countries, for example one in the UK and one in Ireland, often wants both in Zoho Books and both linked to a single Zoho CRM. This article explains how Zoho Books handles the two entities, what ...
Zoho Books Autoscan: Plan-Included Scans Extending to Vendor Bills and Other Documents
Zoho is widening what the Autoscan allowance included in a Zoho Books, Zoho Inventory, or Zoho ERP plan can be used for. Until now, the scans bundled with a plan could only be used to create expenses from receipts. Zoho has announced that the ...
Zoho Books Networking in India: Direct Transaction Exchange, and Why It Is Worth Watching
Zoho has made a Networking feature available in the India editions of Zoho Books, Zoho Inventory, and Zoho ERP. It is an India-specific release, but it is worth understanding because of what it suggests about where Zoho's finance products are ...
Invoicing the Legal Entity When Your CRM Account Uses a Trading Name
If sales know a customer by its trading name in Zoho CRM, but invoices need to go out under its full legal entity name, the fix lives in two specific fields and one invoice setting in Zoho Books. In this example, the customer trades as TAPS but is ...
Zoho Books: "Email already exists for another contact person of this customer" when updating a customer's Tax Rate
When updating customers in Zoho Books, for example changing their Tax Rate to VAT Exempt, you may find that some records refuse to save and display the message "Email already exists for another contact person of this customer." This article explains ...
Zoho Books: Customer Record Attachment Limit Cannot Currently Be Increased
Zoho Support has confirmed that the default limit of 10 file attachments on a Customer record in Zoho Books cannot currently be increased. Note on sourcing: This is based on direct confirmation from Zoho Support rather than published documentation, ...
System Mails Report in Zoho Books
Beyond tracking whether a customer opened a specific invoice or quote, you can also pull a master list of every outbound email your Zoho Books account has ever sent, using the System Mails report. Accessing the Report Go to Reports in the left ...
Is There a Way to Check What Emails Have Been Sent from Zoho Books and Their Status?
Email remains the standard way of communicating with customers, but it can be a hassle to know whether they've actually seen what you've sent. Email Insights in Zoho Books tracks when a customer opens an invoice, retainer invoice, or quote email sent ...
Zoho Books Custom Fields and Custom Modules API: Two Undocumented Behaviours
If you're building a Custom Module with custom fields in Zoho Books via the public API, for example a vendor or item alias table for e-invoice matching, there are two undocumented behaviours worth knowing before you hit them yourself, since both ...
Enhancements to Zoho Books Integration With Zoho CRM
Announced February 2024 Introduction of Integration Users Sales personnel traditionally oversee tasks only up to the estimates stage in the sales process. This means CRM users primarily engaged in the Estimates module, without involvement in ...
Where Do I Print the Customer Statement Report in Zoho Books?
The Customer Statement report gives a customer a clear summary of their transaction history with you over a chosen period, including invoices, payments, and their current outstanding balance. Generating a Customer Statement Go to Reports, then ...
Can I Reset or Delete My Organisation from Zoho Books?
There's no single-click option to reset your Zoho Books organisation back to a blank state. You can either delete individual transactions manually, module by module, or delete the organisation entirely and start fresh with a new one. Before Deleting: ...
Is There a Limit to the Number of Price Lists You Can Create in Zoho Books?
Yes, there is a limit to how many price lists you can create in Zoho Books, though it's worth knowing that Price Lists availability itself depends on your specific plan before worrying about the exact count. Availability by Plan Note: Price Lists are ...
Problems Reconciling Foreign Currency Invoices to Your Default Currency
Small mismatches when reconciling a foreign currency invoice against your bank statement in Zoho Books are usually caused by rounding, not by the underlying transaction being wrong. This remains a genuinely common issue, and Zoho supports up to 6 ...
Is It Possible to Integrate / Synchronise Email in Zoho Books?
Yes, Zoho Books integrates with email, letting the correspondence between you and a customer appear directly within that customer's record in Zoho Books, rather than living separately in your inbox. Supported Email Providers Zoho Books integrates ...