Keyboard Shortcuts in Zoho Books
Keyboard shortcuts / hotkeys enable you to use Zoho Books with ease and convenience. You can instantly perform actions within the application using the keyboard shortcuts.
Note: Press Shift + ? to instantly view the shortcut keys in a pop-up while using Zoho Books.
If you forget where to look for your shortcut keys, you can always click the help icon in the top-right corner and click Keyboard Shortcuts to view them!
The shortcuts in Zoho Books are categorized based on the pages in which you can use the shortcut keys. Let’s look into how they are categorized.
You can use these shortcuts from anywhere in the organization and they would take you to the respective page or perform the particular action.
Say, you are looking into the Balance Sheet of an organization and you would like to quickly navigate another organization of yours. You can just press in your keyboard from any module to view the list of organizations you have in Zoho Books.
Likewise, the following actions are common to all modules:
|Jump to the Search Bar. Search by modules or click Advanced Search to drill down all details.
|Open your Settings page in the current window.
|Navigate to your list of Organizations in Zoho Books.
Go To Actions
You can use the following shortcut keys to navigate to a specific tab. These could be the most common actions you perform in your day-to-day accounting activity.
Just like the General Shortcuts, these actions are also common to all the modules. They are:
|Jump to the the Invoices tab.
|Jump to the the Quotes tab.
|Jump to the the Credit Notes tab.
|Jump to the the Bills tab.
|Jump to the the Expense tab.
|Jump to the the Purchase Orders tab.
|Jump to the the Sales Orders tab.
|Jump to the the Chart of Accounts tab.
Module Level Actions
Once you’ve navigated to a particular module, you can use the following shortcut keys to perform actions specific to a particular module (Example:Invoices/Bills). These shortcuts are applicable only to the Sales and Purchase entities.
Let’s say you are planning to move all data from one organization to another and the Module Level Actions let’s you complete them really quick! Click to export data from one organization and click in your other organization to import files
|Create a New Transaction.
|Email all/multiple transactions from the same module.
|Print all/multiple transactions from the same module.
|Download all/multiple transactions from the same module as a PDF.
|Import all data to a particular module from your computer.
|Export all data from a particular module to your computer.
|Select all transactions in a specific module
|Select all transactions between two intervals.
Transaction Level Actions
After you have selected a transaction, you can use the following shortcut keys to perform actions at the transaction level. The following shortcuts let you perform actions quickly without having to reach for a mouse. These shortcuts are applicable only to the Sales and Purchase entities.
|Edit an existing transaction.
|Mail a transaction.
|Print a transaction.
|Download transactions as a PDF.
|Save transactions when you create them.
|Save and Print a transaction.
What are keyboard shortcuts for if they don’t let you create transactions in a flash? The following shortcuts will help you create new transactions across various modules from anywhere in the organization.
|Create a new Invoice.
|Create a new Quote.
|Create a new Credit Note.
|Create a new Bill.
|Create a new Expense.
|Create a new Purchase Order.
|Create a new Sales Order.
|Create a new Account in your Chart of Accounts.