The Documents feature in Zoho Books will help you streamline and store all your documents in one place. You can upload any document like receipts and attach them to transactions like expenses or bills. On enabling auto-scan, all the uploaded documents will be auto-scanned and new transactions can be created instantly.
Set up an account, add users, create transactions and get rolling with Zoho Books. Connect with the worldwide community of Zoho Books’ users and participate in active discussions about the product and its features. Our team of experts are here to help you out.
Another frequent query is “What domains are available for Zoho books’ APIs?”.
Zoho Books is hosted at multiple data centers, and therefore available on different domains. There are 4 different domains for Zoho Books’ APIs, and you will have to use the one that is applicable to you. The APIs on this page are for organizations in Zoho Books that are hosted on the .com domain.
We prerequisite: Only admins can configure roles in Zoho Books. Click the Gear icon in the top right corner of the window. Select Users and Roles and click the Roles tab. Create a new custom role or edit a custom role that you had already created. Scroll down to the bottom of the Edit Role page.
Another frequently asked query is “Why choose Zoho books accounting software?”.
Without a proper accounting system in place, your books may not be in order; you could miss out on a few payments, and your reports could be riddled with errors. However, if you are using an online accounting software like Zoho Books, the entire process becomes much easier.
Where can I find the custom reports in Zoho books?
Note: The Custom Reports feature is currently available only for the higher end plans such as the Premium, Elite, and Ultimate plans in Zoho Books. The Custom Reports feature is available only in Profit and Loss, Balance Sheet, Cash Flow Statement, and Invoice Details reports.
In Zoho Books, you can create Transaction Rules with your own criteria that will then automatically categorize your transactions for you. Make sure that all the invoices and bills in your accounting software agree with the transactions in your bank statement .
Zoho Books lets you schedule business reports weekly, monthly or quarterly depending on your preference. Choose the email address you wish to use and Zoho Books will automatically send the reports to you as they’re generated.
How to reset zoho books?
No, it is not possible to reset your Zoho Books organization. The only option would be delete the organization and create a new one. Click on the organization name on the top right corner and select Manage Organizations from the drop-down.
Perform a stocktake and see how many of your items are either obsolete or no longer in sellable condition. Additionally, make sure that your physical stock numbers match the reported inventory numbers in Zoho Books. You can use your Inactive Items filter to keep track of items that you don’t sell anymore and write them off.
How to close financial year in zoho books?
You can use the ” Transaction Locking ” feature in Zoho Books to close your financial year. Enabling transaction locking for a particular date will make all the transactions prior to the date unmodifiable.
Whenever you create a new transaction in Zoho Books, as you begin entering your transaction values like Date, Merchant Name, Amount etc, a list of suggested matching documents will appear. If one of the suggested results is the document you need, simply select the checkbox next to it, to attach it directly.