Banking
Automatic Banking Feeds
Add Accounts In the Banking module, you can add your Bank, Credit Card and your PayPal accounts to Zoho Books. Once you add an account, you can import its feeds (automatically or manually) into Zoho Books. After doing this, you will be able to match ...
Banking Connection Issue fix
Please go to Banking module >> Click on the bank account >> Gear icon >> Deactivate feeds. Now again click on the Gear icon >> Activate Feeds >> It will redirect you to the accounts list page >> Hover your mouse over the bank accounts listed and you ...
Chat within Zoho Books (powered by Zoho Cliq)
Contextual Chat in Zoho Books Contextual Chat enables you to initiate discussions with other users in Zoho Books around transactions, contacts, items, bank accounts, or projects. This feature is powered by Zoho Cliq, an app that makes collaboration ...
Price Lists
Price Lists Businesses have different strategies to sell products, some of which include giving discounts to loyal customers, or providing seasonal discounts on products. With Price Lists, you can set custom rates for the items that you buy from your ...
Reconcilation
Reconciliation In Zoho Books, you can reconcile an account to ensure that the transactions in your bank account match with the transactions you’ve created in Zoho Books. You can also choose the period for which you would like to reconcile an account. ...
Opening Balances
Opening Balances Any business that has recently switched to Zoho Books from another accounting software or from manually maintained books of accounts, will have to ensure that all details from the previous accounts are brought in. This includes all ...
Record Bulk Payments
Record Bulk Payments Filter and record payments you’ve made towards various bills at once using bulk payments. You can record payments made to the same vendor or multiple vendors. Here’s how you can: Go to Purchases > Bills. Filter your bills by ...