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Contact creation and profile
Can you add a new contact with the existing contact name?
How can I add new fields to my contacts?
How can I associate unique templates to my contacts?
How can I assign alternate billing and shipping address for a contact?
How do I add a secondary email address to my contacts?
How many contact persons can I add to a contact?
How can I import selective accounts/contacts into Zoho Books?
How do I assign a user to handle all the transactions for certain contacts?
Transactions and other actions
How do I create a new transaction for a contact?
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 can I merge contacts?
Can I delete a contact?
How can I access Zoho Books from my Google Apps account?
I’m unable to create a transaction for a contact. What’s going on?
How do I filter my contacts?
When I generate the vendor statement, it shows an opening balance of zero even though I have configured it under settings
For some of my contacts, I was not able to see the currency next to the contact name (in the contacts list section). Is this a bug?
How can I view CRM contacts under the contacts section in Zoho Books?
While importing ‘Accounts and its Contacts’ from Zoho CRM, how do I mark a Zoho CRM contact as a primary contact in Zoho Books?
If I modify the address of my contact, will that reflect in the invoices created for this contact?