Keyboard Shortcuts in Zoho Books

Keyboard shortcuts / hotkeys enable you to use Zoho Books with ease and convenience. You can instantly perform actions within the application using the keyboard shortcuts.

Note: Press Shift + ? to instantly view the shortcut keys in a pop-up while using Zoho Books.

If you forget where to look for your shortcut keys, you can click the User Profile icon in the top-right corner, scroll down, and click Navigate faster with keyboard shortcuts to view them.

The shortcuts in Zoho Books are categorized based on the pages in which you can use the shortcut keys. Let’s look into how they are categorized.

General

You can use these shortcuts from anywhere in the organization and they would take you to the respective page or perform the particular action.

Say, you are looking into the Balance Sheet of an organization and you would like to quickly navigate another organization of yours. You can just press key-organizations in your keyboard from any module to view the list of organizations you have in Zoho Books.

Likewise, the following actions are common to all modules:

Keys	Description
	Jump to the Search Bar. Search by modules or click Advanced Search to drill down all details.
	Open your Settings page in the current window.
	Navigate to your list of Organizations in Zoho Books.

Go To Actions

You can use the following shortcut keys to navigate to a specific tab. These could be the most common actions you perform in your day-to-day accounting activity.

Just like the General Shortcuts, these actions are also common to all the modules. They are:

Keys	Description
	Jump to the the Invoices tab.
	Jump to the the Quotes tab.
	Jump to the the Credit Notes tab.
	Jump to the the Bills tab.
	Jump to the the Expense tab.
	Jump to the the Purchase Orders tab.
	Jump to the the Sales Orders tab.
	Jump to the the Chart of Accounts tab.

Module Level Actions

Once you’ve navigated to a particular module, you can use the following shortcut keys to perform actions specific to a particular module (Example:Invoices/Bills). These shortcuts are applicable only to the Sales and Purchase entities.

Let’s say you are planning to move all data from one organization to another and the Module Level Actions let’s you complete them really quick! Click key-export to export data from one organization and click key-import in your other organization to import files

Keys	Description
	Create a New Transaction.
	Email all/multiple transactions from the same module.
	Print all/multiple transactions from the same module.
	Download all/multiple transactions from the same module as a PDF.
	Import all data to a particular module from your computer.
	Export all data from a particular module to your computer.
	Select all transactions in a specific module
	Select all transactions between two intervals.

Transaction Level Actions

After you have selected a transaction, you can use the following shortcut keys to perform actions at the transaction level. The following shortcuts let you perform actions quickly without having to reach for a mouse. These shortcuts are applicable only to the Sales and Purchase entities.

Keys	Description
	Edit an existing transaction.
	Mail a transaction.
	Print a transaction.
	Download transactions as a PDF.
	Save transactions when you create them.
	Save and Print a transaction.

Creation Actions

What are keyboard shortcuts for if they don’t let you create transactions in a flash? The following shortcuts will help you create new transactions across various modules from anywhere in the organization.

Keys	Description
	Create a new Invoice.
	Create a new Quote.
	Create a new Credit Note.
	Create a new Bill.
	Create a new Expense.
	Create a new Purchase Order.
	Create a new Sales Order.
	Create a new Account in your Chart of Accounts.

Was this document helpful?

Yes

Let us know where we can improve

By clicking Submit, you agree to our Privacy Policy .

Thank you for your feedback!

Want a feature?

Suggest