General

How do I clear the generated authtokens?
How do I verify my account?

Contacts

How can I import my iPhone contacts to Zoho Books?
How can I configure Client Portal?
Can I record payment for multiple invoices?

Estimates

How can I filter my Estimates?
How can I convert an estimate into invoice?
Can I attach a reference file with my estimate?

Note: You can upload a maximum of 5 files, 5 MB each.

Invoices

How can I change the date format of my invoices?

Note: Preferred Logo Size is 240px x 240px @ 72 DPI Maximum size of 1MB.

Can I change the template of my invoices?

Note: As of now, you will not be able to customize your templates through our iOS application. You can make use of our web application to do so.

Can I change the default email content when I email an invoice?

As of now, you will not be able to do this through our iOS application. You can make use of our web application to do so.

Where can I see the comments that were added to my invoice?
How can I raise invoices in other currencies?

You can raise invoices in multiple currencies by associating your customers’ currencies along with their contact details. To make an invoice in other currencies,

How can I attach reference files to an invoice?

Note: You can upload a maximum of 5 files, 5 MB each.

Is it possible to add discount to invoices?
Can the invoices be paid online?

Yes. Your invoices can be paid online.

Expenses

Can I attach receipts to my expenses?
Can I upload receipts from iCloud?

Yes. You can upload files from iCloud drive.

How can I get reimbursed for my expenses?

You can get reimbursed for an expense by converting it to an invoice and recording payment for that invoice.

How can I record expenses in different currencies?

Bills

How can I bill logged time entries?
Can I run a timer to log time?
How can I view the timesheets logged by me?

As of now, it is not possible.We will provide this option soon.

Settings

How can I change the next invoice number?
How can I associate more than one tax?
Where can I add items?
How can I add my accountant to Zoho Books?
How do I logout from my account?