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General
Customers & Vendors
Opening Balance
Items
Banking
Locations
Quotes
Sales Orders
Invoices
Credits
Users and Roles
Expenses
Purchase Orders
Bills
Vendor Credits
Accountant
Time Tracking
Transaction Approval
Documents
Customer Portal
Checks
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Taxes
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Automation
Integrations
Wave Migration
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 South Africa, 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 reset my organization and start afresh?
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?
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 do I add the VAT number to a customer?
How do I add the VAT Registration Number to my customers in Zoho Books?
How many users can I add to my Zoho Books organization?
How do I change my organization’s location?
What are the prerequisites for migrating from Global edition to the South Africa edition of Zoho Books?
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 does ”Configure emails" option work?
Security
How do I enable Two 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 that are being 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?
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?
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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