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General
Customers & Vendors
Opening Balance
Items
Banking
Quotes
Sales Orders
Invoices
Credits
Users and Roles
Expenses
Purchase Orders
Bills
Vendor Credits
Accountant
Time Tracking
Transaction Approval
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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?
Can we 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?
How do I change the theme of my organisation?
I have three organisations under a parent organisation. 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 organisation?
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 organisation in Zoho Books?
How are decimal values handled in transactions made?
How are decimal places for currencies handled in Zoho Books?
I am unable to delete an email address from the Sender Email Preferences section. How do I achieve it?
How do I reset my organisation and start afresh?
How do I change the base currency of my organisation?
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 does ”Configure emails" option work?
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?
I’m unable to download my backup file from my email. What should I do?
Custom Fields
How do I view records that have an empty value in specific fields?
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