Customers & Vendors

Creation and profile

Transactions and other actions

How do I create a new transaction for a customer/vendor?
How do I associate a Opening, Credit and Debit balance to a customer?
While setting up Opening Balances, I entered an amount under ‘Accounts Receivable (AR)’. But, I received the payments for the same on a later date. How can I apply this amount to the AR?
How do I merge customers/vendors?
Can I delete a customer/vendor?
How do I delete the credit or debit card record in a customer/vendor?
How can I access Zoho Books from my G Suite account?
How do I filter my customers/vendors?
When I generate the vendor statement, it shows an opening balance of zero even though I have configured it under settings
How do I update the credit limit for a customer in Zoho Books?
For some of my customers/vendors, I was not able to see the currency next to the customer/vendor name. Is this a bug?
How can I view CRM customers under the customers section in Zoho Books?
While importing ‘Accounts and its Customers’ from Zoho CRM, how do I mark a Zoho CRM customer as a primary customer in Zoho Books?
If I modify the address of my customer, will that reflect in the invoices created for this customer?
I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, estimates, reminders, etc. to be in Spanish?
I am not able to find the “Assign User” option? What should I do?
How do I add additional information to my customer’s billing/shipping address?

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