General

How do I clear the generated authtokens?

• Log on to https://accounts.zoho.com/ using the same login credentials as Zoho Books.
• Click on the “Active Authtokens” link.
• You will see a list of active authtokens that were already generated for your account.
• Click on the “Trash” icon to remove the authtokens that were created for booksapi.
• Please try to login to the app again..

How do I verify my account?

• The verification email has already been sent to your registered email address.
• If you don’t find the email in your Inbox, please try checking the spam/junk folders.
• Once you identify the email, click on the link in the email and follow the instructions provided.
• If you are unable to find the verification email, you can request for a password reset through this link: https://accounts.zoho.com/password.
• Now, enter your registered email address and follow the instructions.

Contacts

How can I import my iPhone contacts to Zoho Books?

• Choose the Contacts tab. You can do this by either tapping the Contacts tab shown or by tapping on the More tab and then choosing Contacts.
• Tap the ’+’ icon.
• In Add Contact Page, tap the Contacts icon on the top right corner.
• Your iPhone Contacts will be listed.
• Choose a Contact from the list to import it into Zoho Books.

How can I configure Customer Portal?

• Choose the Contacts tab. You can do this by either tapping the Contacts tab shown or by tapping on the More tab and then choosing Contacts.
• Select a contact for whom you need to enable customer portal.
• Scroll down till you find a section titled Other Details, under which you will find the Portal Status.
• Tap on enable.
• Now, enable the email addresses for which customer portal acces has to be given.
• Tap Save.

Can I record payment for multiple invoices?

• Choose the Contacts tab. You can do this by either tapping the Contacts tab shown or by tapping on the More tab and then choosing Contacts.
• Select a customer against whom you wish to record payment.
• On the Contact Details page, tap on More.
• Select Invoice Payment and tap on ’+’ to add a new payment.
• Enter the amount. You can split this amount to mutliple unpaid invoices that are due for payment.
• Enter other details and tap Save.

Estimates

How can I filter my Estimates?

• Choose the Estimates tab. You can do this by either tapping the Estimates tab shown or by tapping on the More tab and then choosing Estimates.
• Tap on the filter icon shown on the top bar to access the filters.
• Choose a filter and a sort type of your preference and hit Apply.

How can I convert an estimate into invoice?

• Choose the Estimates tab. You can do this by either tapping the Estimates tab shown or by tapping on the More tab and then choosing Estimates.
• Tap on the Estimate you want to convert to invoice.
• Tap on Covert to Invoice. This will open the Add Invoice page.
• Make the changes you deem necessary.
• Tap on Save to create the invoice.

Can I attach a reference file with my estimate?

• Tap on the estimate to which you wish to attach a reference file.

• Tap on More, choose View Attachments and then, tap on ’+’.

• You can attach files from your iCloud account, choose from the gallery or snap a new picture.

  Note: You can upload a maximum of 5 files, 5 MB each.

Invoices

How can I change the date format of my invoices?

• Choose the Settings tab. You can do this by either tapping the Settings tab shown or by tapping on the More tab and then choosing Settings.
• Tap on Organisation Profile.
• Tap on Date format and choose a date format.
• Choose a date separator, if available. (Date separator will be shown only for short and medium date formats)
• Tap Save for the changes to take effect.

How do I upload my organisation logo?

• Choose the Settings tab. You can do this by either tapping the Settings tab shown or by tapping on the More tab and then choosing Settings.

• Tap on Organisation Profile.

• Tap on the Upload your logo section and add a logo.

• Save the profile.

  Note: Preferred Logo Size is 240px x 240px @ 72 DPI Maximum size of 1MB.

Can I change the template of my invoices?

• Choose the Settings tab. You can do this by either tapping the Settings tab shown or by tapping on the More tab and then choosing Settings.

• Tap on Invoice Templates.

• Scroll through the templates and tap on one that interests you. You can Preview the template before setting it as default.

• You can pick more templates from our gallery by tapping the ’+’ at the top right corner of the page.

• Choose a template of your choice and tap Add.

• Now you can mark those templates as default as well.

  Note: As of now, you will not be able to customise your templates through our iOS application. You can make use of our web application to do so.

Can I change the default email content when I email an invoice?

As of now, you will not be able to do this through our iOS application. You can make use of our web application to do so.

Where can I see the comments that were added to my invoice?

• Go to Invoices.
• Tap the Invoice for which you wish to view the comments.
• The most recent comment will be shown upfront.
• Tapping on View History will reveal all the comments.

How can I raise invoices in other currencies?

You can raise invoices in multiple currencies by associating your customers’ currencies along with their contact details. To make an invoice in other currencies,

• Create a customer and assign a currency that is different from your base currency.
• Now create an invoice for that customer.
• Enter Exchange Rate.
• Tap Save.

How can I attach reference files to an invoice?

• Tap on the invoice to which you wish to attach a reference file.

• Tap on More, choose View Attachments and then, tap on ’+’.

• You can attach files from your iCloud account, choose from the gallery or snap a new picture.

  Note: You can upload a maximum of 5 files, 5 MB each.

Is it possible to add discount to invoices?

• Choose the Settings tab. You can do this by either tapping the Settings tab shown or by tapping on the More tab and then choosing Settings.
• Tap on Invoice Preferences.
• Under the Discount section, select the level at which you wish to apply discount - Invoice level/ Item level. Tap on Save.
• Now you will see the discount field in add invoice page.

Can the invoices be paid online?

Yes. Your invoices can be paid online.

• Choose the Settings tab. You can do this by either tapping the Settings tab shown or by tapping on the More tab and then choosing Settings.
• Select Online Payment Gateways.
• Choose the payment gateway that you wish to integrate (ex. Authorize.Net) and tap on the Set up button to configure.
• Enter the required details and tap Save.
• Now, tap on Invoices.
• Create/Edit an invoice.
• Under the Payment Gateways section, enable the gateway(s) that you had configured.
• Tap Save.
• Once you send the invoice to your customer, he will be able to pay for the invoice through the gateway that you had associated with the invoice.

Expenses

Can I attach receipts to my expenses?

• Choose the Expenses tab. You can do this by either tapping the Expenses tab shown or by tapping on the More tab and then choosing Expenses.
• Record an expense for which you wish to attach a receipt.
• Tap on Attachments button at the bottom.
• Add the receipts, navigate back and tap Save.
• Alternatively, you can attach receipts to existing expenses.
• Tap on the expense for which you wish to attach a receipt.
• Tap on the attachments box shown on the top right corner.
• Tap on ’+’ to attach the receipts and hit Back.

Can I upload receipts from iCloud?

Yes. You can upload files from iCloud drive.

• While adding attachments to your expenses, make sure to choose Add a file option.
• This will show the list of files you have saved on your iCloud drive.

How can I get reimbursed for my expenses?

You can get reimbursed for an expense by converting it to an invoice and recording payment for that invoice.

• Go to Expenses.
• Tap on the expense that you need to assign to an invoice.
• Tap on More Actions and choose Convert to Invoice.
• This will direct you to an Add Invoice page.
• Fill in the other details and tap on Save.
• Now, on the invoice’s detail page, tap on the Record Payment icon.
• Enter amount and tap Save.
• Now, the status of that expense will be changed to ‘Reimbursed’.

How can I record expenses in different currencies?

• While creating/editing and expense, tap on the Currency Code shown beside the expense amount.
• You will be shown a list of currencies. Tap on one of the currencies to record an expense in that currency.

Bills

How can I bill logged time entries?

• Choose the Projects tab. You can do this by either tapping the Projects tab shown or by tapping on the More tab and then choosing Projects.
• Tap on the project for which the timesheet is recorded.
• Tap on More icon and choose Convert to Invoice.
• Set the date and other necessary information and tap Add. This will direct you to an add invoice page, with the timesheets being listed out in the item table. (All the timesheets with respect to the date you mentioned in the earlier step. You can delete the unwanted timesheets if required).
• Enter other details and tap on Save.

Can I run a timer to log time?

• Choose the Timer tab. You can do this by either tapping the Timer tab shown or by tapping on the More tab and then choosing Timer.
• Tap on Start to start the timer.
• Now, tap on Stop and then on Submit.
• Choose the project and the task under which you wish to associate the timesheet entry.
• Tap on Save.

How can I view the timesheets logged by me?

As of now, it is not possible.We will provide this option soon.

Settings

How can I change the next invoice number?

• Choose the Settings tab. You can do this by either tapping the Settings tab shown or by tapping on the More tab and then choosing Settings.
• Tap on Invoice Preferences.
• Change the prefix and next number under Invoice Number section.
• Tap Save.

Where can I add items?

• Choose the Items tab. You can do this by either tapping the Items tab shown or by tapping on the More tab and then choosing Items.
• Tap ’+’ icon.

How can I add my accountant to Zoho Books?

• Choose the Settings tab. You can do this by either tapping the Settings tab shown or by tapping on the More tab and then choosing Settings.
• Tap on Users.
• Tap ’+’ icon.
• Enter the details and tap Invite.

How do I logout from my account?

• Choose the Settings tab. You can do this by either tapping the Settings tab shown or by tapping on the More tab and then choosing Settings.
• Tap on Sign Out button shown on the top right corner.