Zoho Books-Accounting on the Go Series!

Zoho Books-Accounting on the Go Series!


Dear users,

Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'. 

Running a business keeps you on the move, and we're here to make sure your accounting tasks are always with you. In today's fast-paced world, where your office isn't confined to four walls, picture yourself meeting clients, attending conferences, or exploring opportunities. Having everything at your fingertips becomes essential. That's why Zoho Books extends beyond desktop capabilities, delivering powerful features through our iOS and Android apps, right in the palm of your hand. With Zoho Books' mobile app, everything is just a few taps away. From creating invoices on the fly to effortlessly tracking expenses on the go, you have all the essential features needed to stay connected with your business finances.

This series is dedicated to ensure that you don't miss out on any mobile app features that could limit your ability to work on the go.

What's in Store?

'Zoho Books-Accounting On-the-Go Series' will be your weekly insights into harnessing the full potential of Zoho Book’s iOS and android applications.  Every Thursday, we'll dive into a specific feature, showing you how to use it on the go in your mobile device. Whether you're an iOS aficionado or an Android enthusiast, there's something valuable waiting for you. Join us for this series starting with "accounting on the go" and find out how to maximise your mobile app experience.

Regards,
Tanisha Choudhury
Zoho Books


    Access your files securely from anywhere



                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner





                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ










                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                            Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                          • Add picklist in subform lookup

                                                                                                            Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in
                                                                                                          • Field Validation and Profile restrictions bypassed using Mass Actions

                                                                                                            We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found the
                                                                                                          • Parent-Child Tickets using API or Deluge

                                                                                                            Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
                                                                                                          • Zoho Books | Product updates | May 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances
                                                                                                          • Date & Time Field | Minimum 24 hour notice.

                                                                                                            I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only future
                                                                                                          • Restricting Printing

                                                                                                            Hi Is it possible to stop users printing documents?
                                                                                                          • Delete a department or category

                                                                                                            How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
                                                                                                          • Cliq iOS can't see shared screen

                                                                                                            Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                          • Ticket layout based on field or contact

                                                                                                            Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
                                                                                                          • Presenting the brand new Zoho Bookings!

                                                                                                            Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest
                                                                                                          • Zoho RPA is now available in your Zoho One bundle!

                                                                                                            Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho
                                                                                                          • Looking for basic script structure course

                                                                                                            Hi, I am not a programmer, but try to learn on my own. I get a lot of good advises in this forum, and thanks, but I tend to ask the same questions since I do not remember comparable answers I already received. Is there a basic course of "scripting structure"
                                                                                                          • Check out in Meetings

                                                                                                            Why there is no check out in Meetings of Zoho CRM, very difficult to track
                                                                                                          • How to let only account-bound products visible to users

                                                                                                            Hello friends, I'm trying to leave only the Products linked to the accounts visible to Zoho Portal users. If the user clicks "All Products," they can open tickets incorrectly for products that do not belong to the account that are registered. Is it possible
                                                                                                          • Canvas Detail View Related List Sorting

                                                                                                            Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
                                                                                                          • Add Lookup Field in Tasks Module

                                                                                                            Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
                                                                                                          • RTL Support on iPad

                                                                                                            hi I have this issue that when I create notes on my android app [in hebrew] all the text is aligned correctly to the right because I’m typing in Hebrew. But then when I open it up on my iPad, everything is suddenly aligned to the left and there is no
                                                                                                          • Sites Speed and Performance Grades

                                                                                                            I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
                                                                                                          • Possible to reorder Pipelines position?

                                                                                                            I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines
                                                                                                          • Set up multiple IMAP email addresses

                                                                                                            Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
                                                                                                          • Zoho CRM Outlook integration: no option showing up even after installation

                                                                                                            I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook
                                                                                                          • No sync

                                                                                                            I have amended a note on my PC, startet syncing but on the smart phne sync starts und runs for minutes. The note amendment ist not shown, but when I go to version the new version is shown but not possibility to accepte the new version
                                                                                                          • Validating an order by a superior

                                                                                                            Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments
                                                                                                          • Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records

                                                                                                            I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:
                                                                                                          • Dark mode

                                                                                                            Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.
                                                                                                          • Changing Default PDF Name

                                                                                                            Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
                                                                                                          • Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

                                                                                                            Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed
                                                                                                          • Backstage Roadmap to Most Requested Features

                                                                                                            Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer.       1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho Subscriptions
                                                                                                          • Spotlight series #7: Path animation

                                                                                                            Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation
                                                                                                          • Assign existing general timelog to a task

                                                                                                            Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you
                                                                                                          • "Error while processing" when I try to send an e-mail

                                                                                                            Several times today when I have tried to send an e-mail it tells me that there is an "error while processing." What's that about?
                                                                                                          • Zoho Inventory MobileApp compatible with barcode scanners such as Zebra

                                                                                                            Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners
                                                                                                          • E-Mail auto-complete for deleted contacts

                                                                                                            I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showing
                                                                                                          • Zoho Payroll: Product Updates for India - May 2025

                                                                                                            This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry
                                                                                                          • How to validate Rich Text in Zoho Creator! Urgent!

                                                                                                            Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert
                                                                                                          • Public send to group address?

                                                                                                            Am I doing something completely wrong or is it not possible for the public to send to a group email address? For example support@domain.com? I'm able to send from support@domain, but am not receiving emails to that address? Thanks for any help!
                                                                                                          • [Webinar] Zoho Writer for the manufacturing industry

                                                                                                            Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar
                                                                                                          • Page HTML to PDF

                                                                                                            Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.
                                                                                                          • What to Add in the Redirect URIs for Zoho Books Integration with Make.com

                                                                                                            I'm currently setting up an integration between Zoho Books and Make to automate my accounting processes. However, I'm stuck on the Authorized Redirect URIs part and could use some help. As part of the OAuth authentication process, I need to configure
                                                                                                          • Next Page

                                                                                                          OSZAR »