General
- Why am I not able to send invoices, quotes, etc. when I use an AOL email address as my primary email address?
- Can I select my country as India, but have USD as the base currency?
- How do I make my company’s logo visible on all my transactions?
- I have two organisations in Zoho Books. How do I transfer data between both the organisations?
- When do I get in-app notifications in Zoho Books?
- How do I create and manage multiple organisations in Zoho Books?
- How do I change the date format for my organisation?
- I want to use X edition of Zoho Books keeping Y as my country. Is it possible?
- How do I change the theme of my organization?
- I have three organizations under a parent organization. Will I be able to create individual organizations and monitor their activities in one place?
- I have two stores with different names and addresses. How can I use Zoho Books for both the stores? Do I need to buy two separate subscriptions?
- How do I delete my Zoho Books organization?
- How can I rename or delete a document in Zoho Books?
- How is the closing and reopening of accounts for a fiscal year handled in Zoho Books?
- How long are my autoscans available for?
- How do I remove the Zoho branding from the emails and PDFs of the transactions?
- Will I be able to retrieve deleted transactions in Zoho Books?
- How do I prevent the total in sales transactions from being automatically rounded off?
- How to automatically round off the total in sales transactions?
- How do I record my employees’ salaries in Zoho Books?
- I want to transfer the profits I’ve gained to my partner. How do I do this in Zoho Books?
- Why am I not able to create a bill of entry for my vendor?
- How many branches can I create for my organization in Zoho Books?
- How are decimal values handled in transactions made?
- How are decimal places for currencies handled in Zoho Books?
- How do I reset my organization and start afresh?
- Why am I unable to create bills in my organization?
- How do I change the base currency of my organization?
- How do I change my organization’s location?
- How do I modify the format of the organization address displayed on the transaction PDFs?
- How can I change my organization’s fiscal year?
- How do I update the organization’s address?
- What is the difference between Transaction locking and Record locking?
Account
- My Zoho Books account is currently linked with G Suite. I would like to disable the G Suite integration and want to access my account with a username and password. How do I do it?
- Is it possible to change the email address with which I access my Zoho Books account?
- How can I access Zoho Books from my G Suite account?
- I created two organisations under different email accounts.How do I manage both the organisations under a single account?
- How do I change the primary email address that is used to access my Zoho Books account?
- How do I delete my Zoho account?
- I am migrating to Zoho Books from a different application. What is the order in which I should import data in Zoho Books?
Security
- How do I enable Multi-Factor Authentication for my Zoho Books account?
- I forgot my password. How do I reset it?
- How do I prevent others from editing the PDF files sent from Zoho Books?
- Do you store my credit card details?
- Can my customers edit their credit card details?
Custom Fields
- How do I view records that have an empty value in specific fields?
- Is it possible to directly list the users of the organization in a field to associate their names with my bills, instead of creating a multi-dropdown custom field?
- When should I use the Formula data type in a custom field?
- I have created a custom field at the customer level, and I want it to be automatically applied when I create an invoice. What should I do?
Mail Delivery
- I am unable to delete an email address from the Sender Email Preferences section. How do I achieve it?
- How do I use an external SMTP to send emails from Zoho Books?
- Is it possible to add SPF and DKIM records to validate transactional emails from Zoho Books?
- Why are my emails being sent from the address message-service@sender.zohobooks.com?
- My email address is linked to a public domain, and I want to send emails using my own address instead of the Zoho email address. What should I do?
- How can I add an email address that isn’t linked to a Zoho Books user under the Sender Email Preferences?
- I’m unable to validate my SPF because it indicates that SPF records are not found. What should I do?
- My DKIM record fails during validation. What should I do?
- I’m trying to send invoices from Zoho Books, but they had bounced back due to a bad mailbox. What should I do?
- My recurring invoices aren’t being sent automatically, and it says there are no contact persons associated. Is it mandatory to provide contact person details?
- I’m sending invoices and other transactions from Zoho Books using my email address, but they are not appearing in my mailbox. What should I do?
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