Overview of a Zoho Books organization — org details, users, opening balance, locations, chart of accounts, receivables/payables, profit and loss style insights, revenue and top expenses. Use when the user asks how the business is doing, P&L, what is overdue,…
Configure Zoho Books workflows, webhooks, alerts, custom functions, schedulers, buttons, field updates and blueprints. Use when the user wants to automate a Books action, inspect failed workflows, or manage a webhook.
Manage Zoho Books bank and credit-card accounts, feeds, rules and reconciliation — match, categorize, exclude or restore transactions. Use when the user wants to reconcile a bank line, import a statement, or set up a bank rule.
Record, approve and review Zoho Books vendor bills and recurring bills. Use when the user wants to enter a vendor bill, convert a purchase order to a bill, apply vendor credits, or set up a repeating bill.
Find, create and update Zoho Books customers and vendors, including contact persons, addresses, portal access, statements, 1099 tracking and CRM import. Use when the user asks to look up a contact, add a customer or vendor, email a statement, or sync from CRM.
Issue, apply, refund and review Zoho Books credit notes. Use when the user wants to credit a customer, apply a credit to invoices, refund a credit, or void a credit note.
Manage Zoho Books currencies, exchange rates and base-currency adjustments. Use when the user wants to add a currency, set a rate, or post a base-currency adjustment.
Configure Zoho Books custom fields, custom views, custom modules, related lists, reporting tags and web tabs. Use when the user wants a new field, a filtered view, a custom module record, or a reporting tag.
Record, categorize and analyze Zoho Books expenses, recurring expenses and employees. Use when the user wants to log an expense, attach a receipt, review spending by category or vendor, or set up a repeating expense.
Track Zoho Books fixed assets — acquire, activate for depreciation, forecast, sell or write off. Use when the user wants to add an asset, start depreciation, sell an asset, or review asset history.
Create, update, send and review Zoho Books invoices, estimates, recurring invoices, retainer invoices, sales receipts, customer debit notes and customer payments. Use when the user wants to bill a customer, send a quote, collect payment, write off a balance,…
Manage Zoho Books items, pricebooks, taxes, tax groups, authorities and exemptions. Use when the user wants to add or change a product or service, set a price list, or record a tax the user specifies.
Create and review Zoho Books manual journals and chart-of-accounts entries, including publishing a draft journal. Use when the user wants a journal entry, a new ledger account, or to inspect account activity.
Manage Zoho Books projects, tasks and time entries, including timers and project users. Use when the user wants to create a project, log time, start or stop a timer, or bill project work.
Create, approve, email and review Zoho Books purchase orders, including converting a PO to a bill. Use when the user wants to order from a vendor, check open POs, or mark a PO billed.
Create, approve, fulfill and review Zoho Books sales orders and delivery challans. Use when the user wants to confirm a customer order, ship goods, mark a challan delivered or returned, or convert an order toward an invoice.
Record vendor payments and vendor credits in Zoho Books — pay bills, apply credits, refund excess, or issue a vendor credit. Use when the user wants to pay a vendor, apply a vendor credit, or refund a vendor overpayment.