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General
Customers & Vendors
Opening Balance
Items
Banking
Quotes
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Invoices
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Customers and Vendors
Creation and profile
How can I add new fields to my customers/vendors?
How can I associate unique templates to my customers/vendors?
How do I add a secondary email address to my customers?
How can I assign alternate billing and shipping address for a customer/vendor?
How many contact persons can I add to a customer?
How can I import selective accounts/customers/vendors into Zoho Books?
How do I assign a user to handle all the transactions for certain customers?
Can I have duplicates of customers/vendors with the same display name?
Can I add more contact persons for a vendor?
How do I view my customer’s details?
Why should I enter the customer currency while creating a customer or a vendor?
Why should I select a display name for my customers and vendors?
How do I view my vendor’s details?
How do I enable the customer portal?
Can I group customers based on a set criteria?
How to receive payments from my vendors?
How do I view my vendor’s details?
How do I bulk-update certain fields for my customers?
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?
I’m unable to create a transaction for a customer/vendor. What’s going on?
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 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 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 contact, will that reflect in the invoices created for this contact?
I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, quotes, 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?
What are the actions that can performed in the Vendors module?
Can I sync contacts from Zoho CRM and GSuite?
What are the transactions that make up Outstanding Payables?
What is the Migration Date?
How can I import the sales and purchase transactions to Zoho Books?
What actions can be performed in the Customers module?
What is the difference between Customers & Vendors?
How do I change the customer address format for invoices?
What are outstanding receivables? What charges are included in it?
Can we configure multiple currencies for the same customer?
Why are journals not reflected in the Customer/Vendor statement?
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