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General
Customers & Vendors
Opening Balance
Items
Banking
Quotes
Sales Order
Invoices
Credits
Users and Roles
Expenses
Purchase Order
Bills
Vendor Credits
Accountant
Time Tracking
Transaction Approval
Documents
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Taxes
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Automation
Integrations
Year End Accounting
GDPR
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 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?
I am unable to delete an email address from the Sender Email Preferences section. How do I achieve it?
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?
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?
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