Getting Started

<!DOCTYPE html> <html> <head> <title>Getting Started</title> <meta name="description" content="“A video library giving an overview of setting up and using Zoho Books.”"/> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/> <meta name="viewport" content="width=device-width, initial-scale=1"> <link rel="SHORTCUT ICON" href="/books/help/books-line-style.ico" type="image/x-icon"> <link rel="preload" href="https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_light.woff2" as="font" type="font/woff2" crossorigin> <link rel="preload" href="https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_regular.woff2" as="font" type="font/woff2" crossorigin> <link rel="preload" href="https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_semibold.woff2" as="font" type="font/woff2" crossorigin> <link rel="preload" href="https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_bold.woff2" as="font" type="font/woff2" crossorigin> <link href="/books/styles/bootstrap.min.css" rel="stylesheet" type="text/css"> <link href="/books/styles/contact-support.css" rel="stylesheet" type="text/css"> <style type="text/css">body{font-family:Zoho Puvi,-apple-system,BlinkMacSystemFont,San Francisco,Helvetica Neue,Helvetica,Ubuntu,Roboto,Noto,Segoe UI,Arial,sans-serif;overflow-x:hidden;color:#000;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;text-rendering:optimizeLegibility}h1,h2,h3,h4,h5{font-weight:600;color:#3a4172}h1{font-size:32px}h4{font-size:20px}a{color:#3c73dc}hr{margin-bottom:25px}p{font-size:16px;line-height:2.2em;color:#000;margin:8px 0}b,strong{font-weight:600}.cursor-pointer{cursor:pointer}.to-print{display:none}.navbar-header{top:0;position:fixed;z-index:200;background-color:#f6f7f9;width:22%;height:75px;min-width:225px;border-bottom:1px solid #f0f0f5}.navbar-toggle{padding-top:15px;z-index:1}.navbar-toggle .icon-bar{background-color:#000}.brand-container{position:relative}.navbar-brand{padding:26px 55px 0 45px;z-index:1}.brand-container .help-doc{margin:3px 0;font-size:12px;color:#3a4172;font-weight:600}.zb-logo{height:28px}.dictionary .zb-logo{height:40px}.nav .open>a{font-weight:700}.nav .open>a,.nav .open>a:focus,.nav .open>a:hover{background-color:rgba(0,0,0,0)}.nav>li>a{padding:5px 15px}.nav>li>a:focus,.navbar-nav>li>a:hover{background-color:inherit;color:#3c73dc;outline:none}.dropdown-menu>li>a,.navbar-nav>li>a{color:#3a4172;padding:10px 15px;margin:3px 0}.dropdown-menu>li>a:focus,.dropdown-menu>li>a:hover,.nav>li>a:focus,.navbar-nav>li>a:hover{background-color:inherit;color:#3c73dc}.navbar-nav>li.signup>a,.start-trial-btn,.suggest-btn{border:1px solid #3c72dc;border-radius:85px;font-weight:700;background-color:#fff;color:#3c73dc;position:relative;padding:6px 10px}.navbar-nav>li.signup>a{margin-top:6px}.navbar-nav>li.signup.highlight>a,.start-trial-btn{background-color:#3c73dc;color:#fff}.navbar-nav>li.signup>a:after,.start-trial-btn:after,.suggest-btn:after{content:" ";display:block;position:absolute;border-radius:85px;-webkit-box-shadow:-1px 4px 6px 0 rgba(60,113,220,.28);box-shadow:-1px 4px 6px 0 rgba(60,113,220,.28);opacity:0;width:100%;height:100%;top:0;left:0}.navbar-nav>li.signup>a:hover:after,.start-trial-btn:hover:after,.suggest-btn:hover:after{opacity:1;-webkit-transition:opacity .1s ease-in;transition:opacity .1s ease-in}.signin-btn{color:#3c73dc;font-weight:700}.nav-pills>li.active>a:focus,.nav-pills li.active>a,.nav-pills li.active>a:hover,.nav-pills li>a:hover{background:none;color:#3c73dc}li.active a{font-weight:600}.support.dropdown:hover .dropdown-menu{display:block}.sm-screen-nav-container{display:none;margin-top:75px;text-align:center}.sm-screen-nav-container .navbar-collapse{width:100%}.search-box{display:none;width:32%;overflow:auto;float:left}.searchband .search-box{display:block}.collapse{display:none}.collapse.in{display:block}.sidebar-close{padding:14px;width:100%;background:#ededed;font-size:18px;margin-bottom:20px;color:#666;display:none;cursor:pointer}.icon-close{font-size:22px;margin-right:8px;color:#888}.menu-sidebar{top:75px;left:0;bottom:0;min-width:225px;width:22%;overflow:auto;padding:30px 0;background:#f6f7f9;z-index:2;float:left;min-height:100%;position:fixed}.menu-sidebar .help-main-menu.nav-stacked{width:100%;padding-left:43px;padding-bottom:0;margin-bottom:50px}.menu-sidebar a{color:#3a4172}.sidebar-toggler{background:rgba(0,0,0,0);display:none;float:left;margin:0}.navbar-right{margin-right:20px!important}.mxdoc-cta{max-width:100%;margin-bottom:20px;height:85px;background-color:#eaf1ff;position:-webkit-sticky;position:sticky;z-index:9;top:0;padding:0 13%;display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-box-align:center;-webkit-align-items:center;-ms-flex-align:center;align-items:center}.mxdoc-download-svg{margin-right:10px;width:39px}.mxpdf-cta-content{font-size:13px;color:#000;font-weight:600;line-height:17px;padding-right:15px}.mxpdf-cta{color:#265bc5!important;white-space:nowrap;margin-top:4px;display:block}.searchband{width:78%;border-bottom:1px solid #f0f0f5;padding:15px 40px;height:75px;position:relative;left:22%;background-color:#fff;z-index:1}.print-form{position:absolute;top:40px;right:46px}.print-icon{content:" ";display:block;background:url(/books/help/images/help/print.svg) no-repeat;width:20px;height:20px;float:right;cursor:pointer;border:none}.help-container{top:0;left:0;right:0;bottom:0;position:relative}.help-content{font-size:16px;max-width:55%;padding:5px 30px 30px 55px;min-height:100vh;margin-left:22%;position:relative}.help-container .help-content [id]:before{display:block;content:" ";margin-top:-80px;height:95px;visibility:hidden}.help-container .help-content .feedback-sec [id]:before{content:none}.feedback-error{font-size:12px;margin-bottom:10px}#searchbox-in-help-container:before,#zws_boxContainer7:before,#zws_resContainer7 [id]:before{content:none}#zws_boxContainer7 input{width:100%}.help-content h1{outline:none}.help-content p{line-height:2em;margin:25px 0 8px}.help-content:not(.result-content) li{padding:6px;color:#000}.help-content.show{opacity:1}.help-content li p{margin:0}.help-content li a:hover{color:#3c73dc}.help-content .separate-section{margin:25px 0}.sub-heading~.sub-heading{margin-top:20px}.sub-heading{margin-top:8px;margin-bottom:2px}nolink{overflow-wrap:break-word;word-wrap:break-word}.fixed-table table{table-layout:fixed;width:100%}.line-arrow{width:8px;height:8px;border-color:#ccc;display:inline-block;float:left;margin-top:5px;background:url(/books/help/images/arrow.svg) no-repeat;-webkit-transition:-webkit-transform .1s linear;transition:-webkit-transform .1s linear;transition:transform .1s linear;transition:transform .1s linear,-webkit-transform .1s linear;margin-right:15px;position:relative;z-index:1}.line-arrow.left{-webkit-transform:rotate(180deg);-ms-transform:rotate(180deg);transform:rotate(180deg);opacity:.2}.line-arrow.right{-webkit-transform:rotate(0deg);-ms-transform:rotate(0deg);transform:rotate(0deg);opacity:.2}.line-arrow.down{-webkit-transform:rotate(90deg);-ms-transform:rotate(90deg);transform:rotate(90deg);opacity:1}.page-highlight{display:none}.highlight-box{padding:10px;background-color:#f7f6fb}.highligh-text{width:90%;display:inline-block;vertical-align:middle}.highligh-text p{margin:0;font-size:15px;line-height:22px}.bulb{width:4%;display:inline-block;vertical-align:middle}.bulb svg{width:25px;height:25px;fill:#ffa81d}.video-player{position:relative;padding-bottom:56.25%;height:0}.video-player iframe,.ytplayer{position:absolute;top:0;left:0;width:100%;height:100%}.tips-insight,.tips-note,.tips-prerequisites,.tips-protip,.tips-scenario,.tips-warning{background:-webkit-gradient(linear,left top,right top,from(rgba(255,192,95,.14)),to(hsla(0,0%,100%,.5)));background:linear-gradient(90deg,rgba(255,192,95,.14),hsla(0,0%,100%,.5));padding:7px 20px 7px 10px;margin:20px 0;border-left:3px solid #ffc05f;display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-wrap:wrap;-ms-flex-wrap:wrap;flex-wrap:wrap}.tips-insight p,.tips-insight ul,.tips-note p,.tips-note ul,.tips-prerequisites p,.tips-prerequisites ul,.tips-protip p,.tips-protip ul,.tips-scenario p,.tips-scenario ul,.tips-warning p,.tips-warning ul{font-size:13px;font-style:italic;margin-top:0;margin-bottom:0;-webkit-box-flex:1;-webkit-flex:1 0 80%;-ms-flex:1 0 80%;flex:1 0 80%;-webkit-align-self:center;-ms-flex-item-align:center;align-self:center;line-height:1.5}.tips-insight ul,.tips-note ul,.tips-prerequisites ul,.tips-protip ul,.tips-scenario ul,.tips-warning ul{margin-left:40px}.tips-insight-img,.tips-note-img,.tips-prerequisites-img,.tips-protip-img,.tips-scenario-img,.tips-warning-img{background:url(/books/help/images/alerts/insight.svg);background-repeat:no-repeat;height:40px;-webkit-box-flex:0;-webkit-flex:0 0 46px;-ms-flex:0 0 46px;flex:0 0 46px}.tips-insight b{color:#ffc05f;font-style:normal}.tips-scenario b{font-style:normal;color:#9578f9}.tips-warning b{font-style:normal;color:#ff6884}.tips-protip b{font-style:normal;color:#6ab76d}.tips-note b{font-style:normal;color:#31caff}.tips-prerequisites b{font-style:normal;color:#a79e1d}.tips-scenario{background:-webkit-gradient(linear,right top,left top,color-stop(5%,hsla(0,0%,99.2%,.12)),color-stop(98%,rgba(149,120,249,.07)));background:linear-gradient(270deg,hsla(0,0%,99.2%,.12) 5%,rgba(149,120,249,.07) 98%);border-left:3px solid #9578f9}.tips-scenario-img{background-image:url(/books/help/images/alerts/scenario.svg)}.tips-warning{background:-webkit-gradient(linear,right top,left top,color-stop(5%,hsla(0,0%,94.1%,.1)),to(rgba(226,123,146,.07)));background:linear-gradient(270deg,hsla(0,0%,94.1%,.1) 5%,rgba(226,123,146,.07));border-left:3px solid #ff6884}.tips-warning-img{background-image:url(/books/help/images/alerts/warning.svg)}.tips-protip{background:-webkit-gradient(linear,right top,left top,color-stop(5%,hsla(0,0%,94.1%,.1)),to(rgba(106,183,109,.07)));background:linear-gradient(270deg,hsla(0,0%,94.1%,.1) 5%,rgba(106,183,109,.07));border-left:3px solid #6ab76d}.tips-protip-img{background-image:url(/books/help/images/alerts/protip.svg)}.tips-note{background:-webkit-gradient(linear,left top,right top,from(rgba(49,202,255,.08)),to(rgba(49,202,255,0)));background:linear-gradient(90deg,rgba(49,202,255,.08),rgba(49,202,255,0));border-left:3px solid #31caff}.tips-translation-tool{padding:7px 20px 7px 10px;background:-webkit-gradient(linear,left top,right top,from(#fff4da),to(#fff));background:linear-gradient(90deg,#fff4da,#fff);margin-top:40px;display:-webkit-inline-box;display:-webkit-inline-flex;display:-ms-inline-flexbox;display:inline-flex}.tips-translation-tool-img{width:30px;height:30px}.tips-translation-tool .tips-translation-tool-img{margin:0 5px;-webkit-box-shadow:none;box-shadow:none}.tips-translation-tool p{margin:0;-webkit-align-self:center;-ms-flex-item-align:center;align-self:center;font-size:13px;line-height:1.5}.tips-translation-tool b{font-weight:700}.tips-note-img{background-image:url(/books/help/images/alerts/note.svg);margin-right:5px;background-size:36px;background-position:5px 2px}.tips-prerequisites{background:-webkit-gradient(linear,left top,right top,from(#f6f8de),to(#fffffa));background:linear-gradient(90deg,#f6f8de,#fffffa);border-left:3px solid #e2d632}.tips-prerequisites-img{background-image:url(/books/help/images/alerts/prerequisites.svg)}.scroll-top{position:fixed;right:34px;bottom:15%;z-index:2;margin-top:-35px;padding:5px;border-radius:5px;cursor:pointer}.scroll-top .bg-img{background:url(/books/help/images/help/go-to-top.svg) no-repeat;width:40px;height:40px;margin:5px;border-radius:22px;-webkit-box-shadow:-1px 4px 6px 0 rgba(60,113,220,.28);box-shadow:-1px 4px 6px 0 rgba(60,113,220,.28)}.scroll-visible{visibility:visible;opacity:1;-webkit-transition:opacity 1s linear;transition:opacity 1s linear}.scroll-hidden{visibility:hidden;opacity:0;-webkit-transition:visibility 0s .2s,opacity .2s linear;transition:visibility 0s .2s,opacity .2s linear}.free-trial-banner{display:none;text-align:center;position:relative;margin-left:20%;padding:9px 0 8px;background-color:#fff;-webkit-box-shadow:0 -5px 10px 0 #f6f6f6;box-shadow:0 -5px 10px 0 #f6f6f6}.footer-header{font-size:23px}.footer-section{margin-top:30px;color:#666}.footer-section h4{margin:0;color:#000}.footer-section b{font-weight:600;margin-right:10px}.mobile-app-download{background-image:url(/books/help/images/help/sprite-1x.png);background-repeat:no-repeat;background-position:-188px -24px;width:141px;height:47px;display:inline-block;margin-right:16px}.download-at{float:left;margin:15px 40px 10px 0}.edition-selection-block{position:absolute;padding-top:20px;right:6px}.edition-select-box{width:58px;height:35px}.edition-select-box a{display:block;padding:8px;position:relative}.edition-select-box .edition-dropdown{position:absolute;right:0;top:0;display:block;height:100%;width:44px;z-index:5}.edition-select-box .edition-dropdown .select-caret{background:url(/books/help/images/help/arrow.svg) no-repeat;display:block;width:6px;height:7px;margin-top:13px;margin-left:25px}.edition-select-list{background-color:#fff;margin-top:-3px;border:1px solid #ccc;width:190px;display:none;z-index:2;position:absolute}.edition-select-list-item{border-bottom:1px solid #ccc;background-color:#fafaff}.edition-select-list-item a{color:#333;display:block;padding:10px}.edition-select-list-item a:hover{text-decoration:none;background-color:#f4f3ff}.edition-label{margin-left:34px}[class*=edition-image-]{background:url(/books/help/images/flag@1x.png) no-repeat;position:absolute;background-size:212px;height:18px;width:32px}.edition-image-global{background-position:-146px -30px}.edition-image-uk{background-position:0 0}.edition-image-us{background-position:-185px -30px}.edition-image-canada{background-position:-185px 0}.edition-image-australia{background-position:-38px 0}.edition-image-india{background-position:-113px 0}.edition-image-uae{background-position:0 -30px}.edition-image-sa{background-position:-76px 0}.edition-image-bh{background-position:-151px 0}.edition-image-kw{background-position:-76px -30px}.edition-image-om{background-position:-113px -30px}.edition-image-qa{background-position:-38px -30px}.edition-image-za{background-position:0 -56px}.edition-image-ke{background-position:-38px -56px}.edition-image-esmx{background-position:-76px -55px}.edition-image-de{background-position:-113px -57px}@media only screen and (-webkit-min-device-pixel-ratio:2),only screen and (min-device-pixel-ratio:2),only screen and (min-resolution:2dppx),only screen and (min-resolution:192dpi){[class*=edition-image-]{background-image:url(/books/help/images/flag@2x.png)}}.modal-edition-box-container{position:fixed;left:0;width:100%;bottom:0;top:-100%;z-index:9999;-webkit-transition:all .2s linear;transition:all .2s linear}.modal-edition-box-backdrp{position:fixed;left:0;width:100%;bottom:0;top:0;background-color:#333;opacity:.9;z-index:9999}.modal-edition-box-content{max-width:450px;background:#f9f6f8;z-index:6;padding:30px;border-radius:10px;-webkit-box-shadow:0 5px 15px rgba(0,0,0,.5);box-shadow:0 5px 15px rgba(0,0,0,.5);z-index:999999;margin:15vh auto;text-align:center;color:#454345}.modal-edition-box-content h4{font-weight:600;font-size:26px}.modal-edition-box-content .edition-box-desc{font-size:18px;margin:20px auto 30px;color:#6d6d6d;font-weight:400}.edition-box-prim-button,.edition-box-sec-button{display:inline-block;margin:0 10px}.edition-box-prim-button .btn{padding:8px 15px}.edition-box-prim-button .edition-label{margin-left:40px}.modal-edition-box-container [class*=edition-image-]{top:12px}.modal-edition-box .btn{position:relative;display:inline-block;padding:8px 25px;font-size:15px;font-weight:600;letter-spacing:-.03em;line-height:1.44;cursor:pointer;border:1px solid #333}.modal-edition-box .btn-default{background-color:rgba(0,0,0,0);border-color:#00add5;color:#00add5}.modal-edition-box .btn-prim{background-color:#00add5;color:#fff;border-color:#00add5}.modal-edition-box .btn-outline{color:#00add5;border:2px solid #00add5}.btn-prim:focus,.modal-edition-box .btn-prim:hover{background-color:#009abd;border-color:#009abd;outline:none}.help-content img,.help-content video{max-width:100%;-webkit-box-shadow:0 0 12px 1px rgba(62,114,214,.1803921568627451);box-shadow:0 0 12px 1px rgba(62,114,214,.1803921568627451);margin:10px 0}.help-content video{outline:none}.form-control{display:block;width:100%;padding:6px 12px;font-size:14px;line-height:1.42857143;color:#555;background-color:#fff;background-image:none;border:1px solid #ccc}.form-control:focus{border-color:#66afe9;outline:0}.email-field{width:50%}.rating-section{margin-top:50px}.rating-form,.want-feature{border:1px solid #dce5f6;border-radius:2px;float:left;padding:10px 30px;background-color:#f4f8ff}.rating-form{width:60%;margin-bottom:15px}.reponse-sec{color:#69ae75;font-weight:600}.rating-form.full-width{width:100%}.want-feature{width:38%;margin-left:2%}.rating-qtn{font-weight:100;font-size:14px;margin-bottom:8px}.rating-form .form-group{margin-bottom:12px}.yes-no-btn{color:#fff;font-size:12px;margin-right:10px;display:inline-block;padding:5px 10px;border-radius:16px}.yes-btn{background-color:#67af73}.no-btn{background-color:#d17c6d}.yes-no-btn .thumbs{width:14px;height:14px;margin:0;-webkit-transform:rotate(-15deg);-ms-transform:rotate(-15deg);transform:rotate(-15deg)}@-webkit-keyframes shake-icon-up{0%,50%,to{-webkit-transform:rotate(-15deg);transform:rotate(-15deg)}25%,75%{-webkit-transform:rotate(0deg);transform:rotate(0deg)}}@keyframes shake-icon-up{0%,50%,to{-webkit-transform:rotate(-15deg);transform:rotate(-15deg)}25%,75%{-webkit-transform:rotate(0deg);transform:rotate(0deg)}}.yes-no-btn:hover .thumbs{-webkit-animation:shake-icon-up 1s 1;animation:shake-icon-up 1s 1}.yes-no-btn .thumbs.down{-webkit-transform:rotate(165deg);-ms-transform:rotate(165deg);transform:rotate(165deg)}.yes-no-btn:hover .thumbs.down{-webkit-animation:shake-icon-down 1s 1;animation:shake-icon-down 1s 1}@-webkit-keyframes shake-icon-down{0%,50%,to{-webkit-transform:rotate(165deg);transform:rotate(165deg)}25%,75%{-webkit-transform:rotate(180deg);transform:rotate(180deg)}}@keyframes shake-icon-down{0%,50%,to{-webkit-transform:rotate(165deg);transform:rotate(165deg)}25%,75%{-webkit-transform:rotate(180deg);transform:rotate(180deg)}}.feedback-sec:after,.yes-no:after{content:" ";display:block;clear:both}.feedback-sec{padding:10px 0}.feedback-sec .btn{padding:5px 22px;font-weight:600;border-radius:3px;border-color:#9fb6e2;background-color:rgba(0,0,0,0)}.feedback-sec .btn-primary{background-color:#3c72dc;border-color:#3c72dc}.feedback-sec #comments{height:75px;width:50%;margin:10px 0 7px;border:1px solid #e4e4e4;display:block}.reponse-sec{padding:17px 0}.privacy-policy{font-size:10px;font-weight:100;font-style:italic;margin:3px 0}.privacy-policy a{font-weight:600}.start-trial-btn,.suggest-btn{padding:3px 20px 4px;display:inline-block;font-size:13px}.start-trial-btn{padding:8px 20px;font-weight:700}.start-trial-btn:focus,.start-trial-btn:hover,.suggest-btn:focus,.suggest-btn:hover{outline:none;text-decoration:none}.suggest-btn:focus,.suggest-btn:hover{color:#2a6496}.start-trial-btn:focus,.start-trial-btn:hover{color:#fff}.demo-app-btn{display:inline-block;border:1px solid #3c72dc;border-radius:85px;padding:8px 20px;margin-left:10px;background-color:#fff;color:#3c72dc;font-size:13px;font-weight:700}.mobile-icon{width:20px;height:20px;margin:18px 25px 18px 0}.help-footer{position:relative;z-index:1;margin:0 0 0 22%;max-width:100%;background:url(/books/help/images/getting-started/welcome/footer-wave-2.png) no-repeat;background-color:#fff;background-size:8%;background-position:100% 100%;-webkit-box-shadow:0 -5px 10px 0 #f6f6f6;box-shadow:0 -5px 10px 0 #f6f6f6}.help-footer.no-shadow{border-top:1px solid #d4d4da;box-shadow:none;-webkit-box-shadow:none;-moz-box-shadow:none}.mobile-img-section{background:url(/books/help/images/getting-started/welcome/footer-wave-1.png) no-repeat;background-size:30%;max-height:220px;overflow-y:hidden}.mobile-apps-description{border-right:1px solid #d6d6d6;margin-top:60px}.mobile-apps{font-size:18px}.contact-us-section{padding-top:60px;padding-left:3.75%;min-height:160px}.font-xs{font-size:10px}.footer-mobile{width:140px;height:300px;margin-top:45px}.contact-header{font-size:14px;font-weight:600}.contact-desc{font-size:13px}.contact-icon{float:left;width:30px;height:30px;margin:3px 20px 20px 0}.lg-hide,.side-grid{display:none}@media (min-width:1200px){.side-grid{display:block;position:fixed;top:75px;right:0;width:18%;height:100vh;overflow-y:scroll;background-color:#fbfcff;-webkit-transition:all .2s ease;transition:all .2s ease}.side-grid a{padding-right:20px;font-size:12px}.help-content .side-grid h5{margin:0;letter-spacing:2px;font-size:12px;padding:25px 0 8px 25px}.side-grid ul{padding:4px 0 0 20px;list-style:none}.help-content .side-grid li{padding:2px 6px}.side-grid li>ul{padding:0 0 0 8px;margin-bottom:10px;margin-top:3px;border-left:2px solid #f0f0f0}.side-grid li>ul>li:first-child{padding-top:0;vertical-align:text-top}.side-grid li>ul>li:last-child{padding-bottom:0}.side-grid li>ul>li a{font-weight:400;vertical-align:inherit;font-size:12px}.side-grid li a{color:#3a4172;font-size:11px;font-weight:600}.side-grid li a.active{color:#0062d9;font-weight:700}.side-grid li>ul>li a.active{position:relative}.side-grid li>ul>li a.active:before{content:"";position:absolute;left:-16px;top:0;bottom:0;border-left:2px solid #0062d9}.side-grid p{padding-left:25px;margin:10px 0 0}}.youtube-subscribe-block{padding:0 20px 20%}.books-logo,.subscribe-btn-block{display:inline-block}.yt-bg{padding:17px 10px 14px;background-color:#e9f4ff;border:1px solid #d8e9f9}.subscribe-btn-block{width:71%;min-width:170px;padding-left:10px}.subscribe-btn-block p{font-size:15px;line-height:1.4em;font-weight:600}.books-logo{width:27%;max-width:100px;min-width:55px;padding-top:12px;vertical-align:top}@media (max-width:1312px){.search-box{width:calc(32% - 100px)}}@media (max-width:1242px){.mxdoc-cta{padding:0 16px;height:75px}.mxpdf-cta-content{font-size:11px;line-height:15px}.mxdoc-download-svg{width:34px}.email-section,.forum-section{width:100%}.mobile-img-section{max-height:294px}.email-section{margin-bottom:30px}.subscribe-btn-block{padding-left:0}}@media (max-width:1125px){.search-box{width:20%}.menu-sidebar .help-main-menu.nav-stacked{padding-left:0}}@media (max-width:991px){.help-footer{padding:0 32px;background:none}.mobile-img-section{display:none}.contact-icon{margin-bottom:48px}}@media (max-width:1125px){.searchband{padding:15px 15px 15px 40px}.search-box{display:block;width:100%;padding:10px 15%;float:none}.searchband .search-box{display:none}.help-content{padding-left:90px;max-width:100%}.print-form{top:30px;right:20px}.download-at{float:none}.free-trial-banner{padding-left:30px}.demo-app-btn,.start-trial-btn{display:block;max-width:200px;margin:10px auto 0}.help-footer{padding-left:80px}}@media (max-width:773px){.navbar-right{margin-right:0!important}}@media (max-width:767px){.navbar-nav{margin:0 -15px}.navbar-header{position:relative;width:100%;background-color:#fff}.navbar-nav>li.signup>a{font-weight:inherit}.navbar-nav>li.signup>a:hover:after{opacity:0}.navbar-nav .dropdown-menu .divider{display:none}.navbar-nav>li.signup{padding:8px 0}.navbar-nav>li.signup.highlight{padding:0 9% 0 0}.navbar-nav>li.signin{padding-left:12%}.navbar-nav>li.signin,.navbar-nav>li.signup.highlight{float:left;width:50%}.navbar-nav>li.signin,.navbar-nav>li.signup{background-color:#353c65}.navbar-nav>li.signin>a,.navbar-nav>li.signup.highlight>a{padding:8px;font-size:15px;font-weight:700}.navbar-nav>li.signin>a{margin:10px 10% 10px 40%;border:1px solid #fff;border-radius:35px}.navbar-nav>li.signup.highlight>a{margin:10px 40% 10px 10%;border-color:#fff}.navbar-nav>li.signup.highlight>a{background-color:#fff;color:#353c65}.navbar-nav>li.signup>a{background-color:rgba(0,0,0,0);color:#fff;border:none}.navbar-nav>li.signup>a:hover{color:#3c73dc}.sm-screen-nav-container{display:block}.mobile-home-icon{background:url(/books/help/images/help/home.svg) no-repeat 0 0;width:24px;height:22px}.searchband{left:0;width:100%;height:auto;text-align:center;padding:0}.navbar-nav>li>a{color:#fff}.collapse.in{background-color:#3a4270}.support .caret{display:none}.show-dropdown-menu{display:block;position:static;float:none;text-align:center;background-color:#3a4270;-webkit-box-shadow:none;box-shadow:none;border:none;padding:0}.show-dropdown-menu li a{color:#fff}.show-dropdown-menu>li>a:focus,.show-dropdown-menu>li>a:hover{background-color:#3a4270;color:#3c73dc}.brand-container{width:320px}.zb-logo{width:180px}.sidebar-toggler{display:block;position:absolute;top:15px}.sidebar-close{display:block}.help-content{padding-left:30px;margin-left:0}.help-container.open .menu-sidebar{left:0}.menu-sidebar{border-right:1px solid #ccc;left:-225px;-webkit-transition:left .2s linear;transition:left .2s linear;z-index:1030;padding-top:0;top:0;position:fixed}.rating-form{width:54%}.want-feature{width:37%}.help-container.open .sidebar-toggler{left:184px}.help-footer{padding-left:15px;margin-left:0;text-align:center}.free-trial-banner{padding-left:0;margin-left:0}.mobile-img-section{display:none}.mobile-apps-description{border:none;margin-top:25px}.contact-us-section{padding-left:15px;margin-top:25px;margin-bottom:20px}.lg-show{display:none}.lg-hide{display:block}.contact-icon{float:none;margin:7px 20px}}@media (max-width:455px){.search-box{padding:10px 15px}.brand-container{width:250px}.zb-logo{width:105px}.yes-no .btn-grp{float:none;margin-top:10px}.email-field,.feedback-sec #comments{width:100%}.rating-form,.want-feature{width:100%;margin-left:0;text-align:center}.navbar-nav>li.signup{padding-right:5%}.navbar-nav>li.signin{padding-left:5%}}@media only screen and (-webkit-min-device-pixel-ratio:2),only screen and (min-device-pixel-ratio:2){.mobile-app-download{background-image:url(/books/help/images/help/sprite-2x.png);background-size:512px 92px}}@media print{body,li p,p{background-color:#fff;color:#000}.help-footer,.menu-sidebar,.no-print,.print-form,.rating-form,.scroll-top,.search-box,.searchband,.video-player,.zls-btnmn,.zsiq_floatmain,hr{display:none!important}.to-print{display:block}.help-content{margin-left:0;padding-left:2%}.product-logo{border-bottom:1px solid #000;display:block}.product-logo img{border:none}h2,h3,h4,h5{page-break-before:auto}}.ss-wrapper{overflow:hidden;width:100%;height:100%;z-index:1;float:left}.ss-content{height:100%;width:calc(100% + 18px);padding:0 18px 0 0;overflow:auto;-webkit-box-sizing:border-box;box-sizing:border-box}.ss-scroll{position:relative;background:rgba(0,0,0,.1);width:9px;border-radius:4px;top:0;z-index:2;cursor:pointer;opacity:0;-webkit-transition:opacity .25s linear;transition:opacity .25s linear}.ss-hidden{display:none}.ss-container:active .ss-scroll,.ss-container:hover .ss-scroll{opacity:1}.ss-grabbed{-o-user-select:none;-ms-user-select:none;-moz-user-select:none;-webkit-user-select:none;user-select:none}.scroll-x{overflow-x:auto;white-space:nowrap}</style> <style type="text/css">.help-container table td,.help-container table th{border:1px solid #ddd;padding:20px 10px}.help-container table{margin-bottom:45px;margin-top:15px}.help-container .scroll-x table{margin-bottom:0}.help-container .scroll-x{margin-bottom:45px;overflow-x:auto;white-space:nowrap}.help-container thead tr{background-color:#f8f8f8}blockquote>p{margin-top:0}.nested-menu .sub-menu{font-size:12px;display:none}.nested-menu.open .sub-menu{display:block}.sub-menu.nav.nav-stacked>li>a{font-weight:600;padding:5px 45px}h2{font-size:27px;padding-bottom:8px}.show{display:block!important}</style> <style type="text/css">a{text-decoration:none!important}.mobile-heading{display:none}p.videos-sidebar{color:#3c73dc}.videos-sidebar .circle-bg{fill:#3c73dc;height:20px;vertical-align:middle;padding-right:3px}.circle-bg,.videos-sidebar path{fill:#fff}.video-section{max-width:68%}.videos-title{margin-bottom:0}.videos-overview li,.videos-overview ul{list-style:none;display:inline-block;padding-left:0;vertical-align:top}.videos-overview li:first-child{width:98%;margin-top:0;padding-top:0}.videos-overview li:first-child .top-header{max-width:450px}.videos-overview li{width:49%;margin:10px 0}.video-frame-border{margin-top:2.3%;padding-bottom:10px;border:1px solid #ededed;border-bottom:4px solid #cfd8ed;border-radius:10px}.video-frame-border iframe{border-left:1px solid #ededed;width:100%;height:34.8vw}.video-frame-border a,.video-frame-border p{padding:0 30px;margin:0;line-height:2em;font-size:14px}.video-frame-border p{color:#3a4172}p.duration,p.video-frame-heading{padding:10px 20px 0;margin:0;font-size:18px;display:inline-block;max-width:350px}.duration{float:right;color:#b4bbca!important}img.play-video-img{-webkit-box-shadow:none;box-shadow:none;min-height:200px;min-width:100%}.play-button{position:relative;top:-45px;width:60px;height:60px;float:right;right:10px;border-radius:50%;-webkit-box-shadow:0 0 5px 0 #c6d8fb;box-shadow:0 0 5px 0 #c6d8fb}.next-button,.prev-button{display:inline-block;padding:8px 10px;background-color:#f6f7f9;border:1px solid #f6f7f9;border-radius:25px;font-size:14px}.next-button{float:right}.learn-more svg,.next-button svg,.prev-button svg{height:12px;fill:#3c73dc;position:relative;top:2px}.next-button:hover,.prev-button:hover,.video-frame-border:hover{-webkit-box-shadow:0 4px 15px 0 #cfd8ed;box-shadow:0 4px 15px 0 #cfd8ed;color:#3c73dc;-webkit-transition:-webkit-box-shadow .3s ease-in;transition:-webkit-box-shadow .3s ease-in;transition:box-shadow .3s ease-in;transition:box-shadow .3s ease-in,-webkit-box-shadow .3s ease-in}.learn-more svg{-webkit-transform:rotate(320deg);-ms-transform:rotate(320deg);transform:rotate(320deg)}.prev-button svg{-webkit-transform:rotate(180deg);-ms-transform:rotate(180deg);transform:rotate(180deg)}.buttons{margin:50px 0 100px;padding:0 0 10px}p.top-header{max-width:78%;white-space:nowrap}p.top-header,p.video-desc{overflow:hidden;text-overflow:ellipsis}p.video-desc{padding:5px 0 5px 30px;max-height:120px;display:-webkit-box;-webkit-line-clamp:4;-webkit-box-orient:vertical}.details-page p.video-desc{max-height:none;padding:5px 30px}@media screen and (min-width:1500px){p.video-desc{-webkit-line-clamp:2}}@media (max-width:1125px){p.duration,p.video-frame-heading{padding:10px 10px 0}p.top-header{max-width:200px}.video-frame-border a,.video-frame-border p{font-size:13px}}@media screen and (max-width:991px){p.video-desc{top:0}.hide-mobile{display:none!important}.mobile-heading{display:inline-block}li:nth-child(n+2) .mobile-heading{display:inline-block;width:48%}.mobile-heading p.mobile-header{color:#3a4172;font-weight:600;font-size:18px;width:80%}.details-page .play-button,li .play-button{height:35px;width:35px;top:-20px}li:nth-child(n+2) .play-button{display:none}.play-video-img{display:inline-block;width:45%}.videos-overview li{width:100%!important;margin:0!important;padding-right:0!important}li .video-frame-border img.play-video-img{min-width:10%;width:49%;vertical-align:top;margin:0;border-radius:3%}li:nth-child(n+2) .video-frame-border img.play-video-img{min-height:80px}li .video-frame-border{padding-bottom:0}.video-frame-border p{display:inline-block;width:48%;padding:10px 0 0 5px;font-size:12px;line-height:1.3em}li:nth-child(n+2) p.mobile-header,li:nth-child(n+2) p.video-desc{max-height:70px;display:-webkit-inline-box;text-overflow:ellipsis;overflow:hidden;-webkit-line-clamp:3;-webkit-box-orient:vertical}.details-page p.video-desc{padding:5px}.details-page .video-frame-border,li:first-child .video-frame-border{max-height:unset}.details-page img.play-video-img,li:first-child .video-frame-border img.play-video-img{width:100%;margin:0}.details-page .mobile-heading,li:first-child .mobile-heading{width:100%;padding:0 15px;position:relative;top:-5px}.extra-margin{top:-20px!important}.details-page .video-frame-border{padding-bottom:10px}p.duration{position:relative;right:10%;width:20px}li p#videos-desc{width:100%}.video-section{max-width:100%}p.video-desc{width:100%;line-height:1.5em}li:nth-child(n+2) .video-frame-border p.video-desc{width:100%;padding-top:0}.details-page p.video-desc{white-space:normal;line-height:1.5em}.video-frame-border a{padding:0 25px}}@media screen and (max-width:850px){.videos-overview li{width:98%}.videos-overview li,.videos-overview ul{list-style:none;display:block}}@media screen and (max-width:767px){.help-content{padding-left:10px;padding-right:10px}.video-frame-border iframe{height:50.5vw}}@media screen and (max-width:565px){.mobile-heading p.mobile-header{padding-top:0;font-size:16px}}@media screen and (max-width:465px){li:nth-child(n+2) p.video-desc{display:none}}</style> <link rel="alternate" href="https://www.zoho.com/books/videos/general/" hreflang="x-default"> <link rel="alternate" href="https://www.zoho.com/uk/books/videos/general/" hreflang="en-gb"> <link rel="alternate" href="https://www.zoho.com/us/books/videos/general/" hreflang="en-us"> <link rel="alternate" href="https://www.zoho.com/ca/books/videos/general/" hreflang="en-ca"> <link rel="alternate" href="https://www.zoho.com/au/books/videos/general/" hreflang="en-au"> <link rel="alternate" href="https://www.zoho.com/in/books/videos/general/" hreflang="en-in"> <link rel="alternate" href="https://www.zoho.com/ae/books/videos/general/" hreflang="en-ae"> <link rel="alternate" href="https://www.zoho.com/sa/books/videos/general/" hreflang="en-sa"> <link rel="alternate" href="https://www.zoho.com/bh/books/videos/general/" hreflang="en-bh"> <link rel="alternate" href="https://www.zoho.com/kw/books/videos/general/" hreflang="en-kw"> <link rel="alternate" href="https://www.zoho.com/om/books/videos/general/" hreflang="en-om"> <link rel="alternate" href="https://www.zoho.com/qa/books/videos/general/" hreflang="en-qa"> <link rel="alternate" href="https://www.zoho.com/za/books/videos/general/" hreflang="en-za"> <link rel="alternate" href="https://www.zoho.com/ke/books/videos/general/" hreflang="en-ke"> <link rel="alternate" href="https://www.zoho.com/es-mx/books/videos/general/" hreflang="en-es-mx"> <link rel="alternate" href="https://www.zoho.com/de-de/books/videos/general/" hreflang="en-de-de"> <link rel="canonical" href="https://www.zoho.com/books/videos/general/"> <style> @font-face { font-family: 'Zoho Puvi'; src: url("https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_light.woff2") format('woff2'), url("https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_light.woff") format('woff'); font-weight: 100; font-style: normal; font-display: swap; } @font-face { font-family: 'Zoho Puvi'; src: url("https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_regular.woff2") format('woff2'), url("https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_regular.woff") format('woff'); font-weight: normal; font-style: normal; font-display: swap; } @font-face { font-family: 'Zoho Puvi'; src: url("https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_semibold.woff2") format('woff2'), url("https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_semibold.woff") format('woff'); font-weight: 600; font-style: normal; font-display: swap; } @font-face { font-family: 'Zoho Puvi'; src: url("https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_bold.woff2") format('woff2'), url("https://fonts.zohostatic.com/zohopuvi/3.0/zoho_puvi_bold.woff") format('woff'); font-weight: 700; font-style: normal; font-display: swap; } @media screen and (min-height: 700px) { .youtube-subscribe-block { position: absolute; bottom: 4%; } } .position-relative { position: relative; } </style> </head> <body> <div class="navbar-header"> <button type="button" class="navbar-toggle collapsed" data-toggle="collapse" data-target="#help-main-menu" id="main-menu"> <div class="mobile-home-icon"></div> </button> <div class="brand-container"> <button type="button" class="navbar-toggle collapsed sidebar-toggler" id="toggler"> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> <div class="navbar-brand"> <a href="/books/"> <img alt="Zoho Books" src="/books/help/logo-new/books-logo-video.svg" class="zb-logo"/> </a> </div> <div class="edition-selection-block"> <div onfocusout="hideSelectList()"> <div class="edition-select-box" onclick="selectListAction()"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-dropdown"><b class="select-caret"></b></div> </a> </div> <div class="edition-select-list"> <div class="edition-select-list-item" onclick="switchEdition('global')"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-label">Global</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('us')"> <a href="javascript:void(0)"> <div class="edition-image-us"></div> <div class="edition-label">United States</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('uk')"> <a href="javascript:void(0)"> <div class="edition-image-uk"></div> <div class="edition-label">United Kingdom</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ca')"> <a href="javascript:void(0)"> <div class="edition-image-canada"></div> <div class="edition-label">Canada</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('au')"> <a href="javascript:void(0)"> <div class="edition-image-australia"></div> <div class="edition-label">Australia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('in')"> <a href="javascript:void(0)"> <div class="edition-image-india"></div> <div class="edition-label">India</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ae')"> <a href="javascript:void(0)"> <div class="edition-image-uae"></div> <div class="edition-label">United Arab Emirates</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('sa')"> <a href="javascript:void(0)"> <div class="edition-image-sa"></div> <div class="edition-label">Saudi Arabia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('bh')"> <a href="javascript:void(0)"> <div class="edition-image-bh"></div> <div class="edition-label">Bahrain</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('kw')"> <a href="javascript:void(0)"> <div class="edition-image-kw"></div> <div class="edition-label">Kuwait</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('qa')"> <a href="javascript:void(0)"> <div class="edition-image-qa"></div> <div class="edition-label">Qatar</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('om')"> <a href="javascript:void(0)"> <div class="edition-image-om"></div> <div class="edition-label">Oman</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('za')"> <a href="javascript:void(0)"> <div class="edition-image-za"></div> <div class="edition-label">South Africa</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ke')"> <a href="javascript:void(0)"> <div class="edition-image-ke"></div> <div class="edition-label">Kenya</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('es-mx')"> <a href="javascript:void(0)"> <div class="edition-image-esmx"></div> <div class="edition-label">Mexico</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('de-de')"> <a href="javascript:void(0)"> <div class="edition-image-de"></div> <div class="edition-label">Germany</div> </a> </div> </div> </div> </div> </div> <div class="sm-screen-nav-container"> <div class="navbar-collapse collapse no-print" id="help-main-menu"> <ul class="nav navbar-nav navbar-right nav-list-position"> <li><a href="/books/help/getting-started/welcome.html" target="_blank" rel="noopener noreferrer">Help</a></li> <li><a href="/books/kb/invoices/" target="_blank" rel="noopener noreferrer">FAQ</a></li> <li><a href="/books/api/v3/" target="_blank" rel="noopener noreferrer">Developers</a></li> <li class="support dropdown"> <a href="/books/support" target="_blank" rel="noopener noreferrer" class="dropdown-toggle" data-toggle="dropdown">Resources <span class="caret"></span></a> <ul class="dropdown-menu show-dropdown-menu"> <li><a href="/books/whats-new.html" target="_blank" rel="noopener noreferrer">What's New</a></li> <li><a href="/books/blog" target="_blank" rel="noopener noreferrer">Blogs</a></li> <li><a href="/books/accounting-terms/" target="_blank" rel="noopener noreferrer">Accounting Terms</a></li> </ul> </li> <li class="signin"><a href="https://accounts.zoho.com/signin?servicename=ZohoBooks&signupurl=https://www.zoho.com/books/signup/" class="signin-btn" target="_blank" rel="noopener noreferrer">Sign In</a></li> <li class="signupnow-button cta-btn new-tab signup"><a href="/books/signup/" target="_blank" rel="noopener noreferrer">Sign Up</a></li> </ul> </div> </div> </div> <div class="searchband no-print"> <div class="navbar-collapse collapse no-print"> <ul class="nav navbar-nav navbar-right nav-list-position"> <li><a href="/books/help/getting-started/welcome.html" target="_blank" rel="noopener noreferrer">Help</a></li> <li><a href="/books/kb/invoices/" target="_blank" rel="noopener noreferrer">FAQ</a></li> <li><a href="/books/api/v3/" target="_blank" rel="noopener noreferrer">Developers</a></li> <li class="support dropdown"> <a href="/books/support" target="_blank" rel="noopener noreferrer" class="dropdown-toggle" data-toggle="dropdown">Resources <span class="caret"></span></a> <ul class="dropdown-menu show-dropdown-menu"> <li><a href="/books/whats-new.html" target="_blank" rel="noopener noreferrer">What's New</a></li> <li><a href="/books/blog" target="_blank" rel="noopener noreferrer">Blogs</a></li> <li><a href="/books/accounting-terms/" target="_blank" rel="noopener noreferrer">Accounting Terms</a></li> </ul> </li> <li class="signin"><a href="https://accounts.zoho.com/signin?servicename=ZohoBooks&signupurl=https://www.zoho.com/books/signup/" class="signin-btn" target="_blank" rel="noopener noreferrer">Sign In</a></li> <li class="signupnow-button cta-btn new-tab signup"><a href="/books/signup/" target="_blank" rel="noopener noreferrer">Sign Up</a></li> </ul> </div> </div> <div class="help-container" id="help-container"> <div class="menu-sidebar no-print" id="sidebar" ss-container> <div class="sidebar-close"> <span class="icon-close">x</span> CLOSE </div> <ul class="help-main-menu nav nav-pills nav-stacked"> <li class="nested-menu open"> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow down "></b> Getting Started</a> <ul class="sub-menu nav nav-stacked" > <li class="active" > <a href="/books/videos/general/">All Videos - Getting Started</a> </li> <li > <a href="/books/videos/general/zb-nutshell.html">Zoho Books Overview</a> </li> <li > <a href="/books/videos/general/zb-settingup.html">Zoho Books Set Up</a> </li> <li > <a href="/books/videos/general/zb-navigation.html">Zoho Books Navigation</a> </li> <li > <a href="/books/videos/general/users.html">Users and Roles</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/videos/contacts/">All Videos - Customers & Vendors</a> </li> <li > <a href="/books/videos/contacts/add-customers-vendors.html">Add Customers & Vendors</a> </li> <li > <a href="/books/videos/contacts/custom-field.html">Custom Fields for Customers/Vendors</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Items</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/videos/items/">All Videos - Items</a> </li> <li > <a href="/books/videos/items/add-items.html">Add Items</a> </li> <li > <a href="/books/videos/items/create-price-lists.html">Create Price Lists</a> </li> <li > <a href="/books/videos/items/track-item-inventory.html">Enable Inventory Tracking</a> </li> <li > <a href="/books/videos/items/manage-items.html">Manage Inventory</a> </li> <li > <a href="/books/videos/items/custom-field-items.html">Custom Fields for Items</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Sales</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/videos/sales/">All Videos - Sales</a> </li> <li > <a href="/books/videos/sales/create-estimate.html">Create Estimates</a> </li> <li > <a href="/books/videos/sales/create-retainer-invoice.html">Create Retainer Invoices</a> </li> <li > <a href="/books/videos/sales/create-sales-order.html">Create Sales Orders</a> </li> <li > <a href="/books/videos/sales/create-invoice.html">Create Invoices</a> </li> <li > <a href="/books/videos/sales/create-recurring-invoice.html">Create Recurring Invoices</a> </li> <li > <a href="/books/videos/sales/payment-reminder.html">Payment Reminders</a> </li> <li > <a href="/books/videos/sales/custom-field-invoice.html">Custom Fields</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Payments</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/videos/payments/">All Videos - Payments</a> </li> <li > <a href="/books/videos/payments/online-payments.html">Online Payments</a> </li> <li > <a href="/books/videos/payments/auto-charge.html">Auto-charge Customers</a> </li> <li > <a href="/books/videos/payments/offline-payments.html">Offline Payments</a> </li> </ul> </li> </ul> </div> <div class="help-content video-section" id="content"> <h1 class="videos-title">Getting Started</h1> <div class="videos-overview"> <li> <a href="zb-nutshell.html"> <div class="video-frame-border"> <p class="video-frame-heading hide-mobile top-header"><b>Zoho Books in a Nutshell</b></p> <p class="duration hide-mobile">1:10</p> <img class="play-video-img inline-content" src="/books/videos/images/general/zb_nutshell.jpg" alt="video-thumbnail"/> <div class="play-button"><svg class="circle-bg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 70 70"><circle cx="35" cy="35" r="34.8"/><path fill="#3c73dc" d="M46.2 35.6L30.5 47.3V23.8z"/></svg></div> <p class="video-desc hide-mobile">Zoho Books is an online accounting application that takes care of the accounting needs of your business. You can record, audit and analyze all financial transactions easily. Watch this video to get a glimpse into the different modules available in Zoho Books.</p> <div class="mobile-heading extra-margin"> <p class="mobile-header">Zoho Books in a Nutshell</p> <p class="duration">1:10</p> <p class="video-desc">Zoho Books is an online accounting application that takes care of the accounting needs of your business. You can record, audit and analyze all financial transactions easily. Watch this video to get a glimpse into the different modules available in Zoho Books.</p> </div> </div> </a> </li> <li> <a href="zb-settingup.html"> <div class="video-frame-border"> <p class="video-frame-heading hide-mobile top-header"><b>Set up Zoho Books Organization</b></p> <p class="duration hide-mobile">1:59</p> <img class="play-video-img inline-content" src="/books/videos/images/general/zb_settingup.jpg" alt="video-thumbnail"/> <div class="play-button"><svg class="circle-bg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 70 70"><circle cx="35" cy="35" r="34.8"/><path fill="#3c73dc" d="M46.2 35.6L30.5 47.3V23.8z"/></svg></div> <p class="video-desc hide-mobile">New to Zoho Books? Welcome aboard! Watch this video on how to sign up and set up your organization in four simple steps. This covers a quick tour starting from filling in your organization details to configuring payment gateways.</p> <div class="mobile-heading extra-margin"> <p class="mobile-header">Set up Zoho Books Organization</p> <p class="duration">1:59</p> <p class="video-desc">New to Zoho Books? Welcome aboard! Watch this video on how to sign up and set up your organization in four simple steps. This covers a quick tour starting from filling in your organization details to configuring payment gateways.</p> </div> </div> </a> </li> <li> <a href="zb-navigation.html"> <div class="video-frame-border"> <p class="video-frame-heading hide-mobile top-header"><b>Navigating Zoho Books</b></p> <p class="duration hide-mobile">5:08</p> <img class="play-video-img inline-content" src="/books/videos/images/general/zb_navigation.jpg" alt="video-thumbnail"/> <div class="play-button"><svg class="circle-bg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 70 70"><circle cx="35" cy="35" r="34.8"/><path fill="#3c73dc" d="M46.2 35.6L30.5 47.3V23.8z"/></svg></div> <p class="video-desc hide-mobile">Zoho Books is an easy-to-use accounting application to manage your finances. From the intuitive dashboard to the insightful reports, you can find out where each of the module is located within Zoho Books, by watching this video.</p> <div class="mobile-heading extra-margin"> <p class="mobile-header">Navigating Zoho Books</p> <p class="duration">5:08</p> <p class="video-desc">Zoho Books is an easy-to-use accounting application to manage your finances. From the intuitive dashboard to the insightful reports, you can find out where each of the module is located within Zoho Books, by watching this video.</p> </div> </div> </a> </li> <li> <a href="users.html"> <div class="video-frame-border"> <p class="video-frame-heading hide-mobile top-header"><b>Set up Roles & Invite Users</b></p> <p class="duration hide-mobile">1:38</p> <img class="play-video-img inline-content" src="/books/videos/images/general/user_roles.png" alt="video-thumbnail"/> <div class="play-button"><svg class="circle-bg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 70 70"><circle cx="35" cy="35" r="34.8"/><path fill="#3c73dc" d="M46.2 35.6L30.5 47.3V23.8z"/></svg></div> <p class="video-desc hide-mobile">Collaborate with other people in your organization by adding them as users in Zoho Books. This video tutorial details about creating a role with a set of permissions, inviting new users, and assigning them role based access.</p> <div class="mobile-heading extra-margin"> <p class="mobile-header">Set up Roles & Invite Users</p> <p class="duration">1:38</p> <p class="video-desc">Collaborate with other people in your organization by adding them as users in Zoho Books. This video tutorial details about creating a role with a set of permissions, inviting new users, and assigning them role based access.</p> </div> </div> </a> </li> </div> <div class="rating-section clearfix"> <div class="want-feature"> <div class="rating-qtn"><i>Want a feature?</i></div> <a class="suggest-btn" href="http://zohofinance.uservoice.com/forums/283818-zoho-books" target="_blank" rel="noopener noreferrer">Suggest</a> </div> </div> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> </div> <div class="free-trial-banner"> <b> Switch to smart accounting software. Switch to Zoho Books.   <a class="start-trial-btn" href="/books/signup/" target="_blank" rel="noopener noreferrer"> Start my free 14-day trial </a> </b> <a class="demo-app-btn" href="/books/accounting-software-demo/#/home/dashboard" target="_blank" rel="noopener noreferrer">Explore Demo Account</a> </div> <div class="help-footer row" id="help-footer"> <div class="col-sm-1 col-md-3 mobile-img-section"> <img src="/books/help/images/getting-started/welcome/books-mobile.png" class="pull-right footer-mobile"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"><b> Mobile Apps </b></div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.books&referrer=utm_source%3Dwebsite%26utm_medium%3Dfooter" rel="nofollow" target="_blank"> <img class="icon mobile-icon" src="/books/help/images/getting-started/welcome/android.svg" /> </a> <a href="https://www.microsoft.com/store/apps/9WZDNCRDFD1F?cid=ZohoBooksHelpDocFooter" rel="nofollow" target="_blank"> <img class="icon mobile-icon" src="/books/help/images/getting-started/welcome/windows.svg" /> </a> <a href="https://apps.apple.com/app/apple-store/id710446064?pt=423641&ct=website_footerPage&mt=8" rel="nofollow" target="_blank"> <img class="icon mobile-icon" src="/books/help/images/getting-started/welcome/apple.svg" /> </a> </div> <span class="font-xs lg-show">© 2024, Zoho Corporation Pvt. Ltd. All Rights Reserved. </span> </div> <div class="col-sm-6 contact-us-section"> <img class="icon contact-icon" src="/books/help/images/getting-started/welcome/phone.svg" /> <div class="contact-header">Monday - Friday (9:00 AM to 6:00 PM)</div> <div class="contact-desc" style="margin-top: 3px;"> <b>US</b> <span>+1 8443165544</span> | <b>UK</b> <span>+44 8000856099</span> | <b>Australia</b> <span>+61 1800911076</span> </div> <div class="row" style="margin-top: 45px;"> <div class="col-lg-6 email-section" style="padding-right:0px;"> <img class="icon contact-icon" style="margin-bottom: 20px;" src="/books/help/images/getting-started/welcome/mail.svg" /> <div class="contact-header"> Email </div> <a class="contact-desc" href="mailto:support@zohobooks.com">support@zohobooks.com</a> </div> <div class="col-lg-6 forum-section" style="margin-bottom: 4px;"> <div class="contact-header"> Join our discussions </div> <span class="contact-desc"> Connect with the Zoho Books <a href="https://help.zoho.com/portal/community/zoho-books" target="_blank" rel="noopener noreferrer">Forum</a> </span> </div> </div> <span class="font-xs lg-hide">© 2024, Zoho Corporation Pvt. Ltd. All Rights Reserved. </span> </div> </div> <script> function showSalesIQChatWidget() { var encodedUserName = (window.zohouser && window.zohouser.DISPLAY_NAME) || ''; var decodedUserName = decodeHexString(encodedUserName); var popUp = document.getElementById("pop-up"); var isBooksPopupAdVisible = popUp ? popUp.style.display === 'block' : false; $zoho.salesiq.visitor.name(decodedUserName); $zoho.salesiq.visitor.info({"Chat Info:": "Zoho Books Website"}); if (!isBooksPopupAdVisible) { $zoho.salesiq.floatbutton.visible('show'); } } function checkAndDisplayChatWidget(count) { count++; setTimeout(function() { if (window.$zoho && window.$zoho.hasOwnProperty('salesiq')) { showSalesIQChatWidget(); } else if (count < 6) { checkAndDisplayChatWidget(count); } }, 3000); } var showChatSupport = true; if (location.search.indexOf('zgs=1') >= 0) { showChatSupport = false; } var qpObject = processQueryParams() || {}; function processQueryParams() { var url = window.location.href; var splitURL = url.split('?'); var params = (splitURL[1] && splitURL[1].split('&')) || []; var qpObject = {}, valArr = []; params.forEach(function(value) { valArr = value.split('='); qpObject[valArr[0]] = valArr[1]; }); return qpObject; } var chatSupportedCountries = ['US', 'CA', 'GB']; showChatSupport = (chatSupportedCountries.indexOf(window.CountryCode) !== -1); showChatSupport = showChatSupport && (qpObject.source !== 'ios'); window.addEventListener('load', function() { if (showChatSupport) { checkAndDisplayChatWidget(0); } else { $('#contactus-form-stickydiv').removeClass("hide-widget").addClass("bump"); } }); </script> </div> <div class="modal-edition-box" id="modal-edition-box" style="display: none;"> <div class="modal-edition-box-backdrp"></div> <div class="modal-edition-box-container" id="modal-edition-box-container"> <div class="modal-edition-box-content"> <h4 id="edition-box-title"></h4> <div class="edition-box-desc" id="edition-box-desc"></div> <div class="edition-box-prim-button" id="edition-box-prim-button"> </div> <div class="edition-box-sec-button" id="edition-box-sec-button"> </div> </div> </div> </div>  <script type="text/javascript" src="/books/js/simple-scrollbar.min.js"></script> <script type="text/javascript" src="/books/js/jquery-2.1.0.min.js"></script> <script type="text/javascript">"use strict";function noUserLoggedIn(){$(".signup").addClass("highlight"),$(".help-footer").addClass("no-shadow"),$(".free-trial-banner").css({display:"block"})}</script> <script type="text/javascript" src="/books/js/global-search.js"></script> <script type="text/javascript"> if (!isParamPresent) { var jsSrc = ["/books/js/index.js"]; jsSrc.push("/books/js/edition.js"); var domScripts = document.scripts; var currentScript = domScripts[domScripts.length - 1]; for (var i = jsSrc.length; i; i--) { var script= document.createElement('script'); script.type= 'text/javascript'; script.src= jsSrc[i - 1]; currentScript.insertAdjacentElement('afterend', script); } } </script> <script src="/finance/js/finance.js" ></script> <script type="text/javascript"> var name = "ZohoBooksRef"; var pageURL = "ZohoBooksPageURL"; if (cookieCheck()){ setCookieForRefAndUrl(name,pageURL); } function setCookieForRefAndUrl(refCookieName, urlCookieName) { var cookieExist = document.cookie.indexOf(refCookieName) >= 0; var referrer = document.referrer; if (!cookieExist && referrer) { var expiry = new Date(); var days = 30; expiry.setTime(expiry.getTime() + (days * 24 * 60 * 60 * 1000)); var affix = '; expires=' + expiry.toGMTString() + '; domain=.zoho.com; path=/'; document.cookie = refCookieName + '=' + encodeURIComponent(referrer) + affix; document.cookie = urlCookieName + '=' + encodeURIComponent(location.href) + affix; } } </script> <script type="text/javascript"> if (checkAnalyticsCookie()) { (function(w,s){var e=document.createElement("script");e.type="text/javascript";e.async=true; e.src="https://zohotagmanager.cdn.pagesense.io/ztmjs/9e14ca550fb345518206a5a65a40a7a9.js"; var x=document.getElementsByTagName("script")[0];x.parentNode.insertBefore(e,x);})(window,"script"); } </script> <script type="text/javascript">"use strict";var contactSupportFormDetailsHash={usdc:{gcc:{formId:"zsWebToCase_4001288100626",submitButtonId:"zsSubmitButton_4001288100626",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"Pr3RIT54jp-soHLOZYsA9A$$"}]},uk:{formId:"zsWebToCase_4001911037261",submitButtonId:"zsSubmitButton_4001911037261",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"tYrq3R2Fc*WHKPCuXvS7Qw$$"}]},za:{formId:"zsWebToCase_4008705124348",submitButtonId:"zsSubmitButton_4008705124348",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"*zhfjyRNB3-OSdgqLp46jQ$$"}]},ke:{formId:"zsWebToCase_4008705124348",submitButtonId:"zsSubmitButton_4008705124348",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"*zhfjyRNB3-OSdgqLp46jQ$$"}]},in:{formId:"zsWebToCase_4001288351118",submitButtonId:"zsSubmitButton_4001288351118",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"maxEsLRSihm9IE5bewSU8A$$"}]},us:{formId:"zsWebToCase_4001288498998",submitButtonId:"zsSubmitButton_4001288498998",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"PnLMvPhfhGPEpmCzxxaVSw$$"}]},au:{formId:"zsWebToCase_4003086513264",submitButtonId:"zsSubmitButton_4003086513264",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"VM*NbYi8nM-sPiWuORFyVg$$"}]},ca:{formId:"zsWebToCase_4003086538035",submitButtonId:"zsSubmitButton_4003086538035",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"VM*NbYi8nM8UFfPSq4vVRQ$$"}]},global:{formId:"zsWebToCase_4001288574265",submitButtonId:"zsSubmitButton_4001288574265",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{name:"xmIwtLD",value:"nZ6ppEleG-fYWKzyaef7Og$$"}]}},eudc:{gcc:{formId:"zsWebToCase_63904000181770904",submitButtonId:"zsSubmitButton_63904000181770904",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsn8935a820206dc01fe109eeb3973e14e3dc0ce2e7e184f15c843d8fcf784f9e6a"}]},uk:{formId:"zsWebToCase_63904000181770850",submitButtonId:"zsSubmitButton_63904000181770850",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsn2a8d71af0d02e60f19618e0e531facb8ecbd71a82c87e0a8e4603466f91dbd60"}]},za:{formId:"zsWebToCase_63904000181794228",submitButtonId:"zsSubmitButton_63904000181794228",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsn20b4a672275930d6c59bada705469010646900f50e83c114667c14e2eecedf33"}]},ke:{formId:"zsWebToCase_63904000181794228",submitButtonId:"zsSubmitButton_63904000181794228",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsn20b4a672275930d6c59bada705469010646900f50e83c114667c14e2eecedf33"}]},in:{formId:"zsWebToCase_63904000181770922",submitButtonId:"zsSubmitButton_63904000181770922",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsn826c06c6789c723b3eef7254a41aaf8e69dda5c6783cf1266403a6313c51fb4c"}]},us:{formId:"zsWebToCase_63904000181770882",submitButtonId:"zsSubmitButton_63904000181770882",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsn14c2514bdb09c07d2a2d34c6b1d1fb99d5b4577502820bf220d5a0408d2aeda4"}]},au:{formId:"zsWebToCase_63904000181794196",submitButtonId:"zsSubmitButton_63904000181794196",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsna6c9edcd17e4e60b0451128a2d695b51ab86836c923131be97ee6bdec7dddd2f"}]},ca:{formId:"zsWebToCase_63904000181770959",submitButtonId:"zsSubmitButton_63904000181770959",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsn3ea4cdf12547ccc7febd1692db1e0529e6f2e826a580b6d7d4a12f5932f6375a"}]},global:{formId:"zsWebToCase_63904000180990915",submitButtonId:"zsSubmitButton_63904000180990915",hiddenKeys:[{name:"xnQsjsdp",value:"edbsn040ab6400207f64bf54c5f638d31eb51"},{name:"xmIwtLD",value:"edbsn993c6fe5ce7f2f0f4c77410ac21f34d73555751ee0a9236b0f7e823f664ff215"}]}}},locationHref=window.location.href,editionCode=locationHref.split("/")[3];function zsRegenerateCaptcha(){var e,t={};t=new XMLHttpRequest,e=window.showEuDcSupportEmail?"https://desk.zoho.eu/support/GenerateCaptcha?action=getNewCaptcha&_=":"https://desk.zoho.com/support/GenerateCaptcha?action=getNewCaptcha&_=",t.open("GET",e+(new Date).getTime(),!0),t.onreadystatechange=function(){if(4===t.readyState&&200===t.status)try{var e=null!==t.responseText?JSON.parse(t.responseText):"";document.getElementById("zsCaptchaUrl").src=e.captchaUrl,document.getElementsByName("xJdfEaS")[0].value=e.captchaDigest}catch(e){}},t.send()}function initialSetup(){$(".request-sec").show(),$(".feedback-sec").hide(),$(".reponse-sec").hide()}function submitRating(e){$("[name=was_this_helpful]").val(e),"Yes"===e?submitFeedback():(updateFeedbackForm(),zsRegenerateCaptcha(),$(".yes-no").hide(),$(".feedback-sec").show(),$(".want-feature").length&&($(".want-feature").hide(),$(".rating-form").addClass("full-width")))}function hideFeedbackSec(){$(".yes-no").show(),$(".feedback-sec").hide(),$(".want-feature").length&&($(".want-feature").show(),$(".rating-form").removeClass("full-width"))}function submitFeedback(e){var t=$("[name=was_this_helpful]").val(),a=$("#feedback_email").val();$("[name=email]").val(a),$("[name=url]").val(location.href),"Yes"===t&&$("#ratingForm").submit(),showSuccessResponse()}function validateFields(){var e=document.querySelector("[data-feedback-form]"),t=["feedback_email","comments"],a=document.getElementById("captcha");e.querySelector('[name="zsWebFormCaptchaWord"]')&&a&&t.push("captcha");for(var n=!1,s=0;s<t.length;s++)validateField(t[s])||(n=!0);return n}function validateField(e){var t=""!==document.getElementById(e).value.trim();return toggleError(e,t),t}function toggleError(e,t){var a=document.getElementById("".concat(e,"_error"));a.style.display=t?"none":"block"}function updateFeedbackForm(){var e=window.showEuDcSupportEmail?"eudc":"usdc",t=-1!==["ae","sa","bh","kw","qa","om"].indexOf(editionCode)?contactSupportFormDetailsHash[e].gcc:contactSupportFormDetailsHash[e][editionCode],a=document.querySelector("[data-feedback-form]");window.showEuDcSupportEmail&&(a.action="https://desk.zoho.eu/support/WebToCase"),a.name=t.formId,a.id=t.formId,a.querySelector(".form-submit-button").id=t.submitButtonId,t.hiddenKeys.forEach(function(e){a.querySelector('[name="'.concat(e.name,'"]')).value=e.value})}function submitFeedbackToSupport(){if(!validateFields()){var e=document.getElementById("feedback_email"),t=document.getElementById("comments"),a=document.getElementById("captcha"),n=document.querySelector("[data-feedback-form]");n.querySelector('[name="Source URL"]').value=locationHref,n.querySelector('[name="Contact Name"]').value=e.value,n.querySelector('[name="Email"]').value=e.value,n.querySelector('[name="Description"]').value=t.value,n.querySelector('[name="zsWebFormCaptchaWord"]')&&a&&(n.querySelector('[name="zsWebFormCaptchaWord"]').value=a.value),n.submit(),showSuccessResponse()}}function showSuccessResponse(){$(".request-sec").hide(),$(".reponse-sec").show(),$(".want-feature").show(),$(".rating-form").removeClass("full-width")}"books"===editionCode&&(editionCode="global"),document.addEventListener("DOMContentLoaded",function(e){initialSetup()});</script> <script src="https://www.youtube.com/iframe_api"></script> <script type="text/javascript"> var $helpContainer = $('#help-container'); var $sideBar = $('#sidebar'); var $searchband = $('.searchband'); var $navbarHeader = $('.navbar-header'); var $footer; var $footerBoundingRect; var initialFooterTopPos; var lastScrollTop = 0; var isStickySidebar = true; var player; $('.nested-menu').click(function (event) { var $target = $(event.target); var isSubMenuClosing = true; if ($target.closest('.sub-menu-trigger').length) { var $descendantArrow = $('.sub-menu-arrow', this); var $descendantSubMenu = $('ul', this); if($descendantSubMenu.is(":visible")) { $descendantSubMenu.slideUp(200); $descendantArrow.addClass("right"); $descendantArrow.removeClass("down"); } else { $descendantSubMenu.slideDown(200); $descendantArrow.addClass("down"); $descendantArrow.removeClass("right"); isSubMenuClosing = false; } } }); $(document).ready(function() { $('#content').addClass('show'); $footer = $('#help-footer'); initialFooterTopPos = $footer.offset().top; if (document.domain === 'www.zoho.com') { $('.dev-local').addClass('hide'); } }); </script> <script type="text/javascript">"use strict";var $helpContainer=$("#help-container"),$searchband=$(".searchband"),$navbarHeader=$(".navbar-header"),lastScrollTop=0;function toggleSideNav(e){var i=$(e.target);i.closest("#toggler").length?$helpContainer.toggleClass("open"):i.closest(".sidebar-close").length?$helpContainer.removeClass("open"):i.closest(".help-content").length&&$helpContainer.removeClass("open"),i.closest("#main-menu").length&&$("#help-main-menu").toggleClass("in")}$(window).scroll(function(){var e=$(".side-grid"),i=$("#scroll-top-navigator"),s=$(window).scrollTop(),l=$(window).width()>767,o=l?$searchband:$navbarHeader,t=0,n=0;s>lastScrollTop?(i.removeClass("scroll-hidden"),i.addClass("scroll-visible"),s<75?o.css({position:"relative",top:0,visibility:"visible"}):o.css({visibility:"hidden",opacity:0}),"hidden"!==o[0].style.visibility&&(t=75-s)):(t=75,o.css({visibility:"visible",position:"fixed",transition:"opacity 0.2s ease 0.2s",opacity:1})),0===s&&(i.removeClass("scroll-visible"),i.addClass("scroll-hidden"),o.css({position:"relative",top:0,visibility:"visible"}),l&&$navbarHeader.css({position:"fixed",opacity:1,visibility:"visible"})),s>=$(document).height()-$(window).height()-$(".help-footer").innerHeight()&&(n=$(".help-footer").innerHeight()+$(".free-trial-banner").innerHeight()),e.css({top:"".concat(t,"px")}),$(".side-grid > ul").css({"padding-bottom":"".concat(n,"px")}),lastScrollTop=s}),$(document).click(toggleSideNav),$("#scroll-top-navigator").click(function(e){return e.preventDefault(),$("html, body").animate({scrollTop:0},400),!1});</script> <script type="text/javascript">"use strict";document.addEventListener("DOMContentLoaded",function(){var t=document.querySelector(".help-content h1");t.setAttribute("tabindex",-1),t.focus()});</script> </body> </html>

CINXE.COM

Getting Started