Trobleshooting guide | Help

<!DOCTYPE html> <html> <head> <title>Trobleshooting guide | Help | Zoho Books</title> <meta name="description" content="Outlined some of the issues related to the feeds fetched through Token.io with potential solutions.."/> <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"> <link rel="alternate" href="https://www.zoho.com/books/help/banking/troubleshooting-guide-token.html" hreflang="x-default"> <link rel="alternate" href="https://www.zoho.com/uk/books/help/banking/troubleshooting-guide-token.html" hreflang="en-gb"> <link rel="alternate" href="https://www.zoho.com/us/books/help/banking/troubleshooting-guide-token.html" hreflang="en-us"> <link rel="alternate" href="https://www.zoho.com/ca/books/help/banking/troubleshooting-guide-token.html" hreflang="en-ca"> <link rel="alternate" href="https://www.zoho.com/au/books/help/banking/troubleshooting-guide-token.html" hreflang="en-au"> <link rel="alternate" href="https://www.zoho.com/in/books/help/banking/troubleshooting-guide-token.html" hreflang="en-in"> <link rel="alternate" href="https://www.zoho.com/ae/books/help/banking/troubleshooting-guide-token.html" hreflang="en-ae"> <link rel="alternate" href="https://www.zoho.com/sa/books/help/banking/troubleshooting-guide-token.html" hreflang="en-sa"> <link rel="alternate" href="https://www.zoho.com/bh/books/help/banking/troubleshooting-guide-token.html" hreflang="en-bh"> <link rel="alternate" href="https://www.zoho.com/kw/books/help/banking/troubleshooting-guide-token.html" hreflang="en-kw"> <link rel="alternate" href="https://www.zoho.com/om/books/help/banking/troubleshooting-guide-token.html" hreflang="en-om"> <link rel="alternate" href="https://www.zoho.com/qa/books/help/banking/troubleshooting-guide-token.html" hreflang="en-qa"> <link rel="alternate" href="https://www.zoho.com/za/books/help/banking/troubleshooting-guide-token.html" hreflang="en-za"> <link rel="alternate" href="https://www.zoho.com/ke/books/help/banking/troubleshooting-guide-token.html" hreflang="en-ke"> <link rel="alternate" href="https://www.zoho.com/es-mx/books/help/banking/troubleshooting-guide-token.html" hreflang="en-es-mx"> <link rel="alternate" href="https://www.zoho.com/de-de/books/help/banking/troubleshooting-guide-token.html" hreflang="en-de-de"> <link rel="canonical" href="https://www.zoho.com/books/help/banking/troubleshooting-guide-token.html"> <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; } </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">.global-search #help-container .free-trial-banner,.global-search #help-container .menu-sidebar,.global-search #help-container .print-form,.global-search #help-container .rating-section,.global-search #help-container .search-box,.global-search #help-footer,.global-search #modal-edition-box,.global-search #pop-up,.global-search #ratingForm,.global-search #scroll-top-navigator,.global-search .navbar-header,.global-search .no-print,.global-search .searchband,.global-search iframe[name~=form-success]{display:none!important}.global-search #help-container .help-content{max-width:90%;margin:0;padding:0}.src-input{padding:6px 40px;height:45px;font-size:16px;border:1px solid #d0d0e0;border-radius:24px;width:98%;margin:1px 1% 3px;float:left;outline:none;background:#fff url(/books/help/images/help/search.svg) no-repeat scroll 15px 15px/15px 15px}::-ms-input-placeholder{color:#aab4c8}::placeholder{color:#aab4c8}::-webkit-input-placeholder{color:#aab4c8}:-ms-input-placeholder{color:#aab4c8}:-moz-placeholder,::-moz-placeholder{color:#aab4c8;opacity:1}.src-input:focus{outline:none;-webkit-box-shadow:0 4px 12px -8px #3e72d6;box-shadow:0 4px 12px -8px #3e72d6;border-radius:24px;border-color:#3c72dc}.srchbtn{font-size:11px;font-weight:700;min-width:54px;background-color:#2e8fd9;border:1px solid #2e8fd9;border-radius:2px;color:#fff;padding:8px 20px;height:auto;float:right}</style> <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">@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:400;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}#pop-up{position:fixed;bottom:10px;right:10px;border-radius:6px;z-index:1000;display:none;width:245px;padding:25px 10px 30px;background-color:#246fb4;-webkit-animation:slideIn .9s;animation:slideIn .9s;-webkit-transform-style:preserve-3d;transform-style:preserve-3d;-webkit-backface-visibility:hidden;backface-visibility:hidden;text-align:center;-webkit-box-sizing:border-box;box-sizing:border-box}@-webkit-keyframes slideIn{0%{bottom:-300px}to{bottom:10px}}@keyframes slideIn{0%{bottom:-300px}to{bottom:10px}}.cross{height:25px;width:25px;opacity:.8;cursor:pointer;position:absolute;top:5px;right:5px}.maybelater{padding-top:10px;color:hsla(0,0%,100%,.7);font-size:12px;font-weight:700;cursor:pointer}.maybelater:hover{color:#fff}.image-books{background:url(/books/blue-logo.svg) no-repeat;width:24px;height:24px}.image-bg{background-color:#fff;padding:14px;display:inline-block;border-radius:10px}.product-name{font-size:26px;font-weight:700;line-height:38px;color:#fff;margin:0}.cross,.maybelater{background-color:#246fb4;border:none}.paracontent{font-size:18px;font-weight:700;color:#fff;line-height:27px;opacity:.8;margin:4.8px 0 15.8px}.signup-button{padding:10px 18%;background:-webkit-gradient(linear,left bottom,left top,from(#ac302f),to(#f75151));background:linear-gradient(0deg,#ac302f,#f75151);font-size:15px;font-weight:700;color:#fff;border:2px solid #fff;border-radius:7px;cursor:pointer}@media (max-width:991px){#pop-up{width:230px}.paracontent{font-size:15px;line-height:23px}.signup-button{padding:8px 18%;font-size:13px}.maybelater{padding-top:5px;font-size:10px}}@media (max-width:767px){#pop-up{display:none!important}}</style> <style type="text/css">.highlight{position:relative}pre{border:none;padding-right:70px}.highlight-copy-btn{position:absolute;top:8px;right:8px;border:0;border-radius:4px;padding:1px;font-size:.7em;line-height:1.8;color:#fff;background-color:#777;min-width:55px;text-align:center}.highlight-copy-btn:hover{background-color:#666}.highlight pre code{color:#fff}</style> </head> <body class=""> <div class="navbar-header no-print"> <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-help.svg" class="zb-logo"/> </a> <div class="help-doc"> </div> </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 class="faq"><a href="/books/kb/invoices/" target="_blank" rel="noopener noreferrer"> FAQ </a></li> <li><a href="/books/videos/general/" target="_blank" rel="noopener noreferrer"> Videos </a></li> <li class="support dropdown"> <a class="dropdown-toggle" data-toggle="dropdown"> Developers <span class="caret"></span></a> <ul class="dropdown-menu show-dropdown-menu"> <li><a href="/books/api/v3/" target="_blank" rel="noopener noreferrer"> API </a></li> <li><a href="/books/developer/extensions" target="_blank" rel="noopener noreferrer"> Extensions </a></li> </ul> </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 id="searchbox-in-navbar"> <div class="search-box" id="searchbox"> <form action="/books/help/search/results.html" class="srchbox clearfix"> <input class="src-input" name="query" placeholder="Search Document" type="text"> </form> </div> </div> <div class="navbar-collapse collapse no-print nav-bar-rtl"> <ul class="nav navbar-nav navbar-right nav-list-position"> <li class="faq"><a href="/books/kb/invoices/" target="_blank" rel="noopener noreferrer"> FAQ </a></li> <li><a href="/books/videos/general/" target="_blank" rel="noopener noreferrer"> Videos </a></li> <li class="support dropdown"> <a class="dropdown-toggle" data-toggle="dropdown"> Developers <span class="caret"></span></a> <ul class="dropdown-menu show-dropdown-menu"> <li><a href="/books/api/v3/" target="_blank" rel="noopener noreferrer"> API </a></li> <li><a href="/books/developer/extensions" target="_blank" rel="noopener noreferrer"> Extensions </a></li> </ul> </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 "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Getting Started </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/getting-started/welcome.html">Welcome</a> </li> <li > <a href="/books/help/getting-started/zoho-books.html">How Zoho Books Works</a> </li> <li > <a href="/books/help/getting-started/access-zb.html">Access Zoho Books</a> </li> <li > <a href="/books/help/getting-started/navigating-zoho-books.html">Navigating Zoho Books</a> </li> <li > <a href="/books/help/getting-started/keyboard-shortcuts.html">Keyboard Shortcuts</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> My Plan </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/plan/">Plans for Zoho Books</a> </li> <li > <a href="/books/help/plan/upgrade-account.html">Upgrade Your Account</a> </li> <li > <a href="/books/help/plan/update-details.html">Update Card & Address Details</a> </li> <li > <a href="/books/help/plan/payment-history.html">Payment History</a> </li> <li > <a href="/books/help/plan/downgrade-account.html">Downgrade Your Account</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Personalize </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/personalize/">Overview - Personalize</a> </li> <li > <a href="/books/help/personalize/update-email.html">Update Your Email Address</a> </li> <li > <a href="/books/help/personalize/change-password.html">Change Password</a> </li> <li > <a href="/books/help/personalize/change-theme.html">Change Theme</a> </li> <li > <a href="/books/help/personalize/add-logo.html">Add or Remove Your Logo</a> </li> <li > <a href="/books/help/personalize/delete-org.html">Delete Organization</a> </li> <li > <a href="/books/help/personalize/leave-org.html">Leave Organization</a> </li> <li > <a href="/books/help/personalize/delete-account.html">Delete Account</a> </li> <li > <a href="/books/help/personalize/more-actions.html">More Actions in Your Organization</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Home </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/home/">Overview - Home</a> </li> <li > <a href="/books/help/custom-dashboards/">Custom Dashboards</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Settings </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/settings/">Settings - Overview</a> </li> <li > <a href="/books/help/settings/organization-profile.html">Organization Profile</a> </li> <li > <a href="/books/help/settings/opening-balances.html">Opening Balances</a> </li> <li > <a href="/books/help/settings/users.html">Users & Roles</a> </li> <li > <a href="/books/help/settings/preferences.html">Preferences</a> </li> <li > <a href="/books/help/settings/currencies.html">Currencies</a> </li> <li > <a href="/books/help/settings/tax-automation.html">Advanced Tax Automation</a> </li> <li > <a href="/books/help/settings/taxes.html">Taxes</a> </li> <li > <a href="/books/help/settings/templates.html">Templates</a> </li> <li > <a href="/books/help/settings/emails.html">Emails</a> </li> <li > <a href="/books/help/settings/reminders.html">Reminders</a> </li> <li > <a href="/books/help/settings/reporting-tags.html">Reporting Tags</a> </li> <li > <a href="/books/help/settings/automation.html">Automation</a> </li> <li > <a href="/books/help/settings/integrations.html">Integrations</a> </li> <li > <a href="/books/help/settings/backup.html">Data Backup</a> </li> <li > <a href="/books/help/settings/domain-mapping.html">Domain Mapping</a> </li> <li > <a href="/books/help/settings/privacy.html">Privacy and Security</a> </li> <li > <a href="/books/help/settings/connections.html">Connections</a> </li> <li > <a href="/books/help/settings/incoming-webhooks.html">Incoming Webhooks</a> </li> <li > <a href="/books/help/settings/signals.html">Signals</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Documents </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Branches </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/branches/">Overview - Branches</a> </li> <li > <a href="/books/help/branches/basic-functions.html">Basic Functions in Branches</a> </li> <li > <a href="/books/help/branches/track-transactions.html">Track Branch Transactions</a> </li> <li > <a href="/books/help/branches/other-actions.html">Other Actions for Branches</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Locations </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/locations/">Overview - Locations</a> </li> <li > <a href="/books/help/locations/basic-functions.html">Basic Functions in Locations</a> </li> <li > <a href="/books/help/locations/functions.html">Functions in Locations</a> </li> <li > <a href="/books/help/locations/other-actions.html">Other Actions for Locations</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/help/contacts/">Introduction - Customers & Vendors</a> </li> <li > <a href="/books/help/contacts/add-transaction.html">Record Transactions For Customers/Vendors</a> </li> <li > <a href="/books/help/contacts/associating-templates.html">Customer Information in Transactions</a> </li> <li > <a href="/books/help/contacts/opening-balances-for-customers.html">Opening Balance for Customers/Vendors</a> </li> <li > <a href="/books/help/contacts/link-customer-and-vendor.html">Link Customer and Vendor</a> </li> <li > <a href="/books/help/contacts/credit-limit.html">Customer Credit Limit</a> </li> <li > <a href="/books/help/contacts/other-actions.html">Other Actions for Customers/Vendors</a> </li> <li > <a href="/books/help/contacts/contact-preferences.html">Customers/Vendors聽Preferences</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/help/items/">Introduction - Items</a> </li> <li > <a href="/books/help/items/item-adjustments.html">Inventory Adjustments in Items</a> </li> <li > <a href="/books/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/books/help/items/other-actions.html">Other Actions for Items</a> </li> <li > <a href="/books/help/items/reports-for-items.html">Reports for Items</a> </li> <li > <a href="/books/help/items/advanced-inventory.html">Zoho Inventory Add-on</a> </li> <li > <a href="/books/help/items/item-preferences.html">Item Preferences</a> </li> </ul> </li> <li class="nested-menu open"> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow down "></b> Banking </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/banking/">Overview - Banking</a> </li> <li > <a href="/books/help/banking/add-accounts.html">Add Accounts</a> </li> <li > <a href="/books/help/banking/feeds.html">Bank Feeds</a> </li> <li > <a href="/books/help/banking/add-transactions.html">Add Transactions</a> </li> <li > <a href="/books/help/banking/dashboard.html">Dashboard</a> </li> <li > <a href="/books/help/banking/matching-transactions.html">Match & Categorize Transactions</a> </li> <li > <a href="/books/help/banking/transaction-rule.html">Transaction Rules</a> </li> <li > <a href="/books/help/banking/reconciliation.html">Reconciliation</a> </li> <li > <a href="/books/help/banking/other-actions.html">Other Actions</a> </li> <li > <a href="/uk/books/help/banking/troubleshooting-guide-token.html">Troubleshooting</a> </li> <li class="active" > <a href="/books/help/banking/troubleshooting-guide-token.html">Troubleshooting in Banking</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Quotes (Formerly Estimates) </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/quote/">Introduction - Quotes</a> </li> <li > <a href="/books/help/quote/convert-to-so.html">Convert to Sales Order</a> </li> <li > <a href="/books/help/quote/convert-to-inv.html">Convert to Invoice</a> </li> <li > <a href="/books/help/quote/progress-invoice.html">Create Progress Invoice</a> </li> <li > <a href="/books/help/quote/other-actions.html">Other Actions in Quotes</a> </li> <li > <a href="/books/help/quote/preferences.html">Quote Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Retainer Invoices </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/retainer-invoice/">Overview - Retainer Invoice</a> </li> <li > <a href="/books/help/retainer-invoice/basic-functions.html">Basic Functions in Retainer Invoice</a> </li> <li > <a href="/books/help/retainer-invoice/functions.html">Functions in Retainer Invoice</a> </li> <li > <a href="/books/help/retainer-invoice/manage-retainer-invoice.html">Manage Retainer Invoice</a> </li> <li > <a href="/books/help/retainer-invoice/other-actions.html">Other Actions in Retainer Invoice</a> </li> <li > <a href="/books/help/retainer-invoice/preferences.html">Retainer Invoice Preferences</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 Order </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/sales-order/">Introduction - Sales Order</a> </li> <li > <a href="/books/help/sales-order/convert-to-invoice.html">Convert to Invoice</a> </li> <li > <a href="/books/help/sales-order/convert-to-po.html">Convert to Purchase Order</a> </li> <li > <a href="/books/help/sales-order/delete-so.html">Delete Sales Order</a> </li> <li > <a href="/books/help/sales-order/other-actions.html">Other Actions for Sales Order</a> </li> <li > <a href="/books/help/sales-order/preferences.html">Sales Order Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Invoices </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/invoice/">Introduction - Invoices</a> </li> <li > <a href="/books/help/invoice/record-payment-for-invoice.html">Record Payment for Invoice</a> </li> <li > <a href="/books/help/invoice/payments-received.html">Payments聽Received</a> </li> <li > <a href="/books/help/invoice/delete-invoice.html">Delete Invoice</a> </li> <li > <a href="/books/help/invoice/early-payment-discount.html">Early Payment Discount</a> </li> <li > <a href="/books/help/invoice/late-fees.html">Late Fees</a> </li> <li > <a href="/books/help/invoice/invoice-preferences.html">Invoice聽Preferences</a> </li> <li > <a href="/books/help/invoice/other-actions.html">Other Actions in Invoices</a> </li> <li > <a href="/books/help/invoice/troubleshooting.html">Troubleshooting in Invoices</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 Received </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/payments-received/">Overview - Payments Received</a> </li> <li > <a href="/books/help/payments-received/basic-functions.html">Basic Functions in Payments Received</a> </li> <li > <a href="/books/help/payments-received/functions.html">Functions in Payments Received</a> </li> <li > <a href="/books/help/payments-received/manage-payments.html">Manage Payments Received</a> </li> <li > <a href="/books/help/payments-received/other-actions.html">Other Actions for Payments Received</a> </li> <li > <a href="/books/help/payments-received/preferences.html">Payments Received Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Recurring Invoices </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/recurring-invoice/">Overview - Recurring Invoices</a> </li> <li > <a href="/books/help/recurring-invoice/ri-createsend.html">Create & Send Recurring Invoices</a> </li> <li > <a href="/books/help/recurring-invoice/receive-payments.html">Receiving Payments</a> </li> <li > <a href="/books/help/recurring-invoice/ri-details.html">Recurring Invoice Workflow</a> </li> <li > <a href="/books/help/recurring-invoice/manage-ri.html">Manage Recurring Invoices</a> </li> <li > <a href="/books/help/recurring-invoice/other-actions.html">Other Actions for Recurring Invoice</a> </li> <li > <a href="/books/help/recurring-invoice/preferences.html">Recurring Invoice Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Credit Notes </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/credit-note/">Introduction - Credit Note</a> </li> <li > <a href="/books/help/credit-note/apply-credits.html">Apply Credits to Invoice</a> </li> <li > <a href="/books/help/credit-note/refund-credits.html">Refund Credits</a> </li> <li > <a href="/books/help/credit-note/delete-cn.html">Delete Credit Note</a> </li> <li > <a href="/books/help/credit-note/other-actions.html">Other Actions for Credit Note</a> </li> <li > <a href="/books/help/credit-note/preferences.html">Credit Note Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Expenses </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/expense/">Overview - Expenses</a> </li> <li > <a href="/books/help/expense/basic-functions.html">Basic Functions in Expenses</a> </li> <li > <a href="/books/help/expense/manage-expenses.html">Manage Expenses</a> </li> <li > <a href="/books/help/expense/mileage-expenses.html">Mileage Expenses</a> </li> <li > <a href="/books/help/expense/other-actions.html">Other Actions for Expenses</a> </li> <li > <a href="/books/help/expense/preferences.html">Expense Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Purchase Order </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/purchase-order/">Overview - Purchase Orders</a> </li> <li > <a href="/books/help/purchase-order/basic-functions.html">Basic Functions in Purchase Orders</a> </li> <li > <a href="/books/help/purchase-order/functions.html">Functions in Purchase Orders</a> </li> <li > <a href="/books/help/purchase-order/manage-po.html">Manage Purchase Orders</a> </li> <li > <a href="/books/help/purchase-order/other-actions.html">Other Actions in Purchase Orders</a> </li> <li > <a href="/books/help/purchase-order/preferences.html">Purchase Order Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Bills </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/bills/">Overview - Bills</a> </li> <li > <a href="/books/help/bills/basic-functions.html">Basic Functions in Bills</a> </li> <li > <a href="/books/help/bills/functions.html">Functions in Bills</a> </li> <li > <a href="/books/help/bills/manage-bills.html">Manage Bills</a> </li> <li > <a href="/books/help/bills/other-actions.html">Other Actions for Bills</a> </li> <li > <a href="/books/help/bills/preferences.html">Bill Preferences</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 Made </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/payments-made/">Overview - Payments Made</a> </li> <li > <a href="/books/help/payments-made/basic-functions.html">Basic Functions in Payments Made</a> </li> <li > <a href="/books/help/payments-made/functions.html">Functions in Payments Made</a> </li> <li > <a href="/books/help/payments-made/manage-payments.html">Manage Payments Made</a> </li> <li > <a href="/books/help/payments-made/other-actions.html">Other Actions for Payments Made</a> </li> <li > <a href="/books/help/payments-made/preferences.html">Payments Made Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Vendor Credits </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/vendor-credits/">Overview - Vendor Credits</a> </li> <li > <a href="/books/help/vendor-credits/basic-functions.html">Basic Functions in Vendor Credits</a> </li> <li > <a href="/books/help/vendor-credits/functions.html">Functions in Vendor Credits</a> </li> <li > <a href="/books/help/vendor-credits/manage-credits.html">Manage Vendor Credits</a> </li> <li > <a href="/books/help/vendor-credits/other-actions.html">Other Actions for Vendor Credits</a> </li> <li > <a href="/books/help/vendor-credits/preferences.html">Vendor Credit Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Transaction Approval </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/transaction-approval/">Transaction Approval - Overview</a> </li> <li > <a href="/books/help/transaction-approval/enable-transaction-approval.html">Enable Transaction Approval</a> </li> <li > <a href="/books/help/transaction-approval/notification-preferences.html">Notification Preferences</a> </li> <li > <a href="/books/help/transaction-approval/transaction-approval-workflow.html">Transaction Approval Workflow</a> </li> <li > <a href="/books/help/transaction-approval/users-and-roles.html">Users and Roles</a> </li> <li > <a href="/books/help/transaction-approval/manage-approvals.html">Manage Approvals</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Accountant </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/accountant/accountant.html">Overview - Accountant</a> </li> <li > <a href="/books/help/accountant/manual-journal.html">Manual Journals</a> </li> <li > <a href="/books/help/accountant/journal-templates.html">Journal Templates</a> </li> <li > <a href="/books/help/accountant/budgets.html">Budgets</a> </li> <li > <a href="/books/help/accountant/bulk-update.html">Bulk Update</a> </li> <li > <a href="/books/help/accountant/journal-credits.html">Journal Credits</a> </li> <li > <a href="/books/help/accountant/recurring-journals.html">Recurring Journals</a> </li> <li > <a href="/books/help/accountant/base-currency.html">Base Currency Adjustment</a> </li> <li > <a href="/books/help/accountant/gl-audit-numbering.html">GL Audit Numbering</a> </li> <li > <a href="/books/help/accountant/sub-accounts.html">Sub Accounts</a> </li> <li > <a href="/books/help/accountant/chart-of-accounts.html">Chart of Accounts</a> </li> <li > <a href="/books/help/accountant/transaction-lock.html">Transaction Locking</a> </li> <li > <a href="/books/help/accountant/preferences.html">Accountant Preferences</a> </li> <li > <a href="/books/help/accountant/manage-clients.html">Manage Clients</a> </li> <li > <a href="/books/help/accountant/export-datev.html">Export Data To DATEV</a> </li> <li > <a href="/books/help/accountant/fixed-assets.html">Fixed Assets</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Projects </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/projects/">Overview - Projects</a> </li> <li > <a href="/books/help/projects/basic-functions.html">Basic Functions in Projects</a> </li> <li > <a href="/books/help/projects/functions.html">Functions in Projects</a> </li> <li > <a href="/books/help/projects/manage-projects.html">Manage Projects</a> </li> <li > <a href="/books/help/projects/other-actions.html">Other Actions in Projects</a> </li> <li > <a href="/books/help/projects/preference.html">Projects Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Timesheet </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/timesheet/">Overview - Timesheet</a> </li> <li > <a href="/books/help/timesheet/basic-functions.html">Basic Functions in Timesheet</a> </li> <li > <a href="/books/help/timesheet/manage-timesheet.html">Manage Timesheet</a> </li> <li > <a href="/books/help/timesheet/other-actions.html">Other Actions for Timesheet</a> </li> <li > <a href="/books/help/timesheet/chrome-extension.html">Google Chrome Extension</a> </li> <li > <a href="/books/help/timesheet/preferences.html">Timesheet Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Timesheet Approval </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/timesheet-approval/internal-approval.html">Internal Approval</a> </li> <li > <a href="/books/help/timesheet-approval/customer-approval.html">Customer Approval</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Custom Modules </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/custom-modules/">Introduction - Custom Modules</a> </li> <li > <a href="/books/help/custom-modules/basic-functions.html">Basic Functions in Custom Modules</a> </li> <li > <a href="/books/help/custom-modules/functions.html">Functions in Custom Modules</a> </li> <li > <a href="/books/help/custom-modules/manage-custom-module.html">Manage Custom Modules</a> </li> <li > <a href="/books/help/custom-modules/other-actions.html">Other Actions in Custom Modules</a> </li> <li > <a href="/books/help/custom-modules/preferences.html">Custom Module Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Contextual Chat </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/contextual-chat/">Contextual Chat</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Tasks </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/tasks/">Tasks</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Customer Portal </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/customer-portal/">Overview - Customer Portal</a> </li> <li > <a href="/books/help/customer-portal/preferences.html">Customer Portal Preferences</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Vendor Portal </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/vendor-portal/">Overview - Vendor Portal</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Online Payments </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/online-payments/authorize-net.html">Authorize.net</a> </li> <li > <a href="/books/help/online-payments/csg-forte.html">CSG Forte</a> </li> <li > <a href="/books/help/online-payments/paypal.html">PayPal</a> </li> <li > <a href="/books/help/online-payments/stripe.html">Stripe</a> </li> <li > <a href="/books/help/online-payments/mashreq.html">Mashreq NEOBiz</a> </li> <li > <a href="/books/help/online-payments/mercado-pago.html">Mercado Pago</a> </li> <li > <a href="/books/help/online-payments/gocardless.html">GoCardless</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Import & Export </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/import-export/">Overview</a> </li> <li > <a href="/books/help/import-export/import.html">Import Data</a> </li> <li > <a href="/books/help/import-export/export.html">Export Data</a> </li> <li > <a href="/books/help/import-export/backup-your-data.html">Back Up Your Data</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Payment Links </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/payment-links/">Overview - Payment links</a> </li> <li > <a href="/books/help/payment-links/basic-functions.html">Basic Functions in Payment Links</a> </li> <li > <a href="/books/help/payment-links/receive-payment.html">Receiving Payments Using Links</a> </li> <li > <a href="/books/help/payment-links/manage-links.html">Manage Payment Links</a> </li> <li > <a href="/books/help/payment-links/other-actions.html">Other Actions in Payment Links</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Payment Retention </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/payment-retention/">Payment Retention</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> e-Invoicing </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/e-invoicing/factur-x.html">Factur-X Format</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Reports </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/reports/">Overview - Reports</a> </li> <li > <a href="/books/help/reports/business-overview.html">Business Overview Reports</a> </li> <li > <a href="/books/help/reports/sales.html">Sales Reports</a> </li> <li > <a href="/books/help/reports/inventory.html">Inventory Reports</a> </li> <li > <a href="/books/help/reports/payables.html">Payables Reports</a> </li> <li > <a href="/books/help/reports/receivables.html">Receivables Reports</a> </li> <li > <a href="/books/help/reports/payments-received.html">Payments Received Reports</a> </li> <li > <a href="/books/help/reports/activity.html">Activity Reports</a> </li> <li > <a href="/books/help/reports/tax-summary-report.html">Tax Summary Report</a> </li> <li > <a href="/books/help/reports/manage-reports.html">Manage Reports</a> </li> <li > <a href="/books/help/reports/custom-reports.html">Custom Reports</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Integrations </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/integrations/bigin.html">Bigin</a> </li> <li > <a href="/books/help/integrations/zoho-people-integration.html">Zoho People</a> </li> <li > <a href="/books/help/integrations/salesiq.html">Zoho SalesIQ</a> </li> <li > <a href="/books/help/integrations/zoho-mail-integration.html">Zoho Mail</a> </li> <li > <a href="/books/help/integrations/sign-integration.html">Zoho Sign</a> </li> <li > <a href="/books/help/integrations/advanced-analytics.html">Zoho Analytics</a> </li> <li > <a href="/books/help/integrations/crm-integration.html">Zoho CRM</a> </li> <li > <a href="/books/help/integrations/projects-integration.html">Zoho Projects</a> </li> <li > <a href="/books/help/integrations/desk-integration.html">Zoho Desk</a> </li> <li > <a href="/books/help/integrations/expense-integration.html">Zoho Expense</a> </li> <li > <a href="/books/help/integrations/commerce-books-integration.html">Zoho Commerce</a> </li> <li > <a href="/books/help/integrations/zoho-notebook-integration.html">Zoho Notebook</a> </li> <li > <a href="/books/help/integrations/whatsapp-integration.html">WhatsApp</a> </li> <li > <a href="/books/help/integrations/gapps-books.html">G Suite</a> </li> <li > <a href="/books/help/integrations/microsoft-365-integration.html">Office 365</a> </li> <li > <a href="/books/help/integrations/slack-integration.html">Slack</a> </li> <li > <a href="/books/help/integrations/zendesk-books-integration.html">Zendesk</a> </li> <li > <a href="/books/help/integrations/zapier-books-integration.html">Zapier</a> </li> <li > <a href="/books/help/integrations/uber-integration.html">Uber Integration</a> </li> <li > <a href="/books/help/integrations/email-integration.html">Email Integration</a> </li> <li > <a href="/books/help/integrations/cliq-integration.html">Zoho Cliq</a> </li> <li > <a href="/books/help/integrations/twilio.html">Twilio</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Extensions </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/extensions/bitly-invoice-link.html">Bitly Invoice Link</a> </li> <li > <a href="/books/help/extensions/snail-mail.html">Snail Mail</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Migrate to Zoho Books </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/migration/quickbooks-online.html">From QuickBooks Online</a> </li> <li > <a href="/books/help/migration/tally-to-zoho-books.html">From Tally</a> </li> <li > <a href="/books/help/migration/freshbooks-to-zoho-books.html">From FreshBooks</a> </li> <li > <a href="/books/help/migration/migrate-wave-to-zohobooks.html">From Wave</a> </li> <li > <a href="/books/help/migration/migrating-to-zoho-books-from-other-software.html">From Other Systems</a> </li> <li > <a href="/books/help/migration/migrating-zoho-invoice-to-zoho-books.html">From Zoho Invoice</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Check </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/check/">Print checks in Zoho Books</a> </li> </ul> </li> <li class="nested-menu "> <a class="sub-menu-trigger" href="javascript:;"> <b class="sub-menu-arrow line-arrow right "></b> Web Tabs </a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/books/help/web-tabs/">Introduction - Web Tabs</a> </li> </ul> </li> </ul> </div> <div class="help-content " id="content"> <div class="product-logo to-print"><img src="/books/kb/images/books.png"/></div> <div id="searchbox-in-help-container"></div> <h1 id="troubleshooting-tokenio-bank-feeds">Troubleshooting Token.io Bank Feeds</h1> <p>Zoho Books has integrated with Token.io, a financial service provider, to fetch bank feeds through open banking. It relies on the bank’s API connection or gateway to automatically fetch feeds into your organization. We have outlined some of the issues related to the feeds with potential solutions. If the issue persists, you can contact our support team at <a href="mailto:support@eu.zohobooks.com">support@eu.zohobooks.com</a> so we can help you resolve it.</p> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> This feature is available only in countries in the EU.</p> </div> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> If the issue is with your bank, it may take up to 10 weeks to be resolved. For a quicker resolution, you can contact the bank directly. If the issue is with the service provider, it may take up to 6 weeks to be resolved.</p> </div> <table width="100%"> <tr> <th><b>Error</b></th> <th><b>Description</b></th> <th><b>Solution</b></th> </tr> <tr> <td rowspan="3"><b>"There's a technical issue while connecting with your bank"</b></td> <td><b>Case 1:</b><br>When you try to grant Token.io consent to access your accounts, balances, and transaction history, you will be redirected to Zoho Books and encounter this error message.</td> <td>Try using a different browser, or<br>Clear the cache, cookies, and browsing history.</td> </tr> <tr> <td><b>Case 2:</b><br>When you try to accept Token.io's end-user terms of service, you will encounter this error message.</td> <td>Contact us at <a href="mailto:support@eu.zohobooks.com">support@eu.zohobooks.com</a> with your Zoho Books organization's ID and bank's name.</td> </tr> <tr> <td><b>Case 3:</b><br>When connecting your bank account to your Zoho Books organization, you grant consent to the service provider to access your account information, enter your bank credentials, select accounts, and upon redirection to Zoho Books, you will encounter this error message.</td> <td>Contact us at <a href="mailto:support@eu.zohobooks.com">support@eu.zohobooks.com</a> with your organization's ID, bank account name, and the name of your bank.</td> </tr> <tr> <td><b>"Access Denied"</b></td> <td>When you try to connect your bank account with the service provider in the bank's login page, you will get redirected to Zoho Books with this error message.</td> <td>Verify the login credentials you entered, or<br><br> Clear the cache, cookies, and browsing history.</td> </tr> <tr> <td><b>Duplicate transactions found in your bank feeds</b></td> <td>Sometimes, transactions are duplicated when there is an issue with the bank's system or its data processing.</td> <td>Reach out to your bank and report the duplicate transactions.</td> </tr> <tr> <td><b>Unable to fetch bank feeds</b></td> <td>In open banking, you can fetch bank feeds for a period of 90 days. This error occurs when the consent expires at the end of this period.</td> <td><a href="/books/help/banking/feeds.html#refresh-feeds"> Refresh</a> your bank feeds, or<br><br> Try <a href="/books/help/banking/feeds.html#Reconfigure-Bank-Feeds">reconfiguring</a> your bank feeds.</td> </tr> <tr> <td><b>Transactions from a specific period missing in the fetched bank feeds</b></td> <td>Zoho Books may have excluded your transaction as a duplicate, or errors in the bank's database could prevent transactional data from being fetched.</td> <td>Some of your missing transactions could be categorised under the Automatically Excluded tab of the Banking module.<br><br> Select the missing transactions in the tab and click <b>Restore</b>.<br><br> If you don't find the missing transactions in the Automatically Excluded tab, you should import them manually.</td> </tr> <tr> <td><b>There is a mismatch between the fetched bank feeds and your account's transactional data.</b></td> <td>This should be an error at the bank's end. </td> <td>Contact us at <a href="mailto:support@eu.zohobooks.com">support@eu.zohobooks.com</a> and share the screenshot of your bank statement and the mismatched transaction in your Zoho Books organisation.</td> </tr> </table> <div class="rating-section clearfix"> <div class="rating-form no-print"> <div class="request-sec"> <div class="yes-no"> <div class="rating-qtn"><i> Was this document helpful? </i></div> <div class="yes-no-container"> <div class="yes-no-btn yes-btn cursor-pointer" onclick="submitRating('Yes');"> <img class="thumbs" src="/books/help/images/common/thumbs-up.svg" /> Yes </div> <div class="yes-no-btn no-btn cursor-pointer" onclick="submitRating('No');"> <img class="thumbs down no-icon" src="/books/help/images/common/thumbs-up.svg" /> No </div> </div> </div> <div class="feedback-sec"> <span> Let us know where we can improve </span> <div class="form-group" style="margin-bottom: 0;"> <textarea id="comments" placeholder="Comments" class="form-control"></textarea> <div class="text-danger feedback-error" id="comments_error" style="display:none"> Enter your comments or feedback on this page </div> </div> <div class="form-group"> <input class="form-control email-field" type="text" placeholder="Email Address" id="feedback_email"> <div class="text-danger feedback-error" id="feedback_email_error" style="display:none"> Enter your email address </div> </div> <div class="form-group"> <div> <img src="#" id="zsCaptchaUrl" name="zsCaptchaImage"> <button type="button" style="background:transparent;border:none;color:#00a3fe;" onclick="zsRegenerateCaptcha()">Refresh</button> <input class="form-control email-field" type="text" placeholder="Enter Captcha" id="captcha" /> <div class="text-danger feedback-error" id="captcha_error" style="display:none">Type the characters you see in the image above</div> </div> </div> <div class="privacy-policy"> By clicking <b>Submit</b>, you agree to our <a href="https://www.zoho.com/privacy.html" target="_blank" rel="noopener noreferrer"><u> Privacy Policy </u></a>.</div> <button class="btn btn-xs btn-primary" onclick="submitFeedbackToSupport();"> Submit </button> <button class="btn btn-xs" onclick="hideFeedbackSec();"> Cancel </button> </div> <iframe name="form-success" style="display: none;"></iframe> <form data-feedback-form target="form-success" action="https://help.zoho.com/support/WebToCase" method="post" enctype="multipart/form-data" style="display:none;"> <input type="hidden" name="xnQsjsdp"> <input type="hidden" name="xmIwtLD"> <input type="hidden" name="xJdfEaS" value=""> <input type="hidden" name="actionType" value="Q2FzZXM="> <input type="hidden" id="property(module)" value="Cases"> <input type="hidden" name="Source URL" id="sourceURL"> <input type="hidden" name="returnURL" value="*"> <input type="hidden" name="Subject" value="Feedback from Help"> <input type="hidden" name="Contact Name" id="name"> <input type="hidden" name="zsWebFormCaptchaWord"> <input type="hidden" name="zsCaptchaSrc" value="" /> <textarea name="Description" maxlength="3000"></textarea> <input name="Email"> <button class="form-submit-button">Submit</button> </form> <form id="ratingForm" target="form-success" name="Rating_form" action="https://creator.zoho.com/addRecordValidateNew.do" method="post" style="display:none;"> <input name="scriptembed" value="true" type="hidden" /> <input name="formid" value="395563000007105021" type="hidden" /> <input name="sharedBy" value="zohoinvoice" type="hidden" /> <input name="plan" value="" type="hidden"/> <input name="Edition" value="" type="hidden"> <input name="was_this_helpful"/> <textarea name="feedback"></textarea> <input name="email"/> <input name="url"/> <input name="documentation_type" value="Help"/> <button type="submit">Submit</button> </form> </div> <div class="reponse-sec"><img src="/books/help/images/common/smiley.svg" width="20px" height="20px" style="margin: 0 5px 0 0;box-shadow: none;" /> Thank you for your feedback! </div> </div> <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">漏 2025, 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">漏 2025, 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 id="pop-up"> <button onclick="hideAdvertisement()" class="cross" ><img src="/books/image-resources/common/close.svg"/></button> <div class="image-bg"> <div class="image-books"></div> </div> <p class="product-name">Books</p> <p class="paracontent">Online accounting software <br>for small businesses.</p> <button class="signup-button" type="button" onclick="location.href='/books/signup/?utm_source=helpdoc&utm_medium=popup';"> TRY NOW </button> <button class="maybelater" onclick="hideAdvertisement()"> Maybe Later </button> </div> </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" src="/books/js/utils/throttle-events.js"></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"> 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; $('.nested-menu').click(function (event) { var $target = $(event.target); if ($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"); } } }); $(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"> function toggleGIF (gif_url, ele) { var $ele = $(ele); if($ele.attr('src').match(/\gif$/) === null) { $ele.attr('src', "/books/help/images/" + gif_url); return; } $ele.attr('src', "/books/kb/images/books-dashboard.png"); } </script> <script type="text/javascript"> window.onload = function() { showTopRatedBlock(); } function showTopRatedBlock() { var userName = window.zohouser || {}; var isUserLoggedIn = userName.DISPLAY_NAME ? true : false; var topRatedElement = document.getElementsByClassName('page-highlight'); if (!isUserLoggedIn && topRatedElement.length > 0) { topRatedElement[0].style.display = 'block'; } } </script> <script type="text/javascript" src="/books/js/copy-text.js"></script> <script type="text/javascript">"use strict";function noUserLoggedIn(){$(".signup").addClass("highlight"),$(".help-footer").addClass("no-shadow"),$(".free-trial-banner").css({display:"block"})}</script> <script type="text/javascript">"use strict";window.addEventListener("DOMContentLoaded",function(){var e=Math.max(document.documentElement.clientWidth,window.innerWidth||0);function n(e){var n=document.getElementById("searchbox"),t=document.getElementById("searchbox-in-navbar");e&&(t=document.getElementById("searchbox-in-help-container")),t.children.length||t.appendChild(n)}if(window.addEventListener("resize",window.throttleEvents(function(){var t=Math.max(document.documentElement.clientWidth,window.innerWidth||0),o=e>1125&&t<=1125;(o||e<=1125&&t>1125)&&(e=t,n(o))},250)),n(e<=1125),!~window.location.href.indexOf("search/results.html")){var t=document.querySelector("#searchbox form");t.addEventListener("submit",function(e){e.preventDefault();var n=t.querySelector("input").value;window.location.href=t.action+"?query="+encodeURIComponent(n.replace(/^\s+|\s+$/g,""))})}});</script> <script type="text/javascript">"use strict";var contactSupportFormDetailsHash={usdc:{gcc:{formId:"zsWebToCase_4001288100626",submitButtonId:"zsSubmitButton_4001288100626",hiddenKeys:[{name:"xnQsjsdp",value:"N9wtzfFRUqc$"},{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&&$("#ratingForm").submit(),showSuccessResponse()}function validateFields(){var e=document.querySelector("[data-feedback-form]"),t=["feedback_email","comments"],a=document.getElementById("captcha");e.querySelector('[name="zsWebFormCaptchaWord"]')&&a&&t.push("captcha");for(var n=!1,s=0;s<t.length;s++)validateField(t[s])||(n=!0);return n}function validateField(e){var t=""!==document.getElementById(e).value.trim();return toggleError(e,t),t}function toggleError(e,t){var a=document.getElementById("".concat(e,"_error"));a.style.display=t?"none":"block"}function updateFeedbackForm(){var e=window.showEuDcSupportEmail?"eudc":"usdc",t=-1!==["ae","sa","bh","kw","qa","om"].indexOf(editionCode)?contactSupportFormDetailsHash[e].gcc:contactSupportFormDetailsHash[e][editionCode],a=document.querySelector("[data-feedback-form]");window.showEuDcSupportEmail&&(a.action="https://desk.zoho.eu/support/WebToCase"),a.name=t.formId,a.id=t.formId,a.querySelector(".form-submit-button").id=t.submitButtonId,t.hiddenKeys.forEach(function(e){a.querySelector('[name="'.concat(e.name,'"]')).value=e.value})}function submitFeedbackToSupport(){if(!validateFields()){var e=document.getElementById("feedback_email"),t=document.getElementById("comments"),a=document.getElementById("captcha"),n=document.querySelector("[data-feedback-form]");n.querySelector('[name="Source URL"]').value=locationHref,n.querySelector('[name="Contact Name"]').value=e.value,n.querySelector('[name="Email"]').value=e.value,n.querySelector('[name="Description"]').value="Description: ".concat(t.value," \n\n Source URL: ").concat(locationHref),n.querySelector('[name="zsWebFormCaptchaWord"]')&&a&&(n.querySelector('[name="zsWebFormCaptchaWord"]').value=a.value),n.submit(),showSuccessResponse()}}function showSuccessResponse(){$(".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 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";function popUpDisplay(){document.getElementById("pop-up").style.display="block"}function showPopup(){"hide"!==window.localStorage.getItem("books_popup_visibility")&&window.setTimeout(popUpDisplay,2e3)}var checkUserLoggedIn=window.noUserLoggedIn;function hideAdvertisement(){document.getElementById("pop-up").style.display="none",window.localStorage.setItem("books_popup_visibility","hide"),window.showChatSupport&&window.$zoho.hasOwnProperty("salesiq")&&window.$zoho.salesiq.floatbutton.visible("show")}window.noUserLoggedIn=function(){showPopup(),checkUserLoggedIn&&checkUserLoggedIn()};</script> <script type="text/javascript">"use strict";document.addEventListener("DOMContentLoaded",function(){document.addEventListener("keydown",function(e){if(191===e.which){if(window.scrollY){var t=document.getElementsByClassName("searchband")[0];t.style.visibility="visible",t.style.position="fixed",t.style.transition="opacity 0.2s ease 0.2s",t.style.opacity=1}document.getElementsByClassName("src-input")[0].focus();var n=document.querySelector(".src-input input");n&&n.focus(),e.preventDefault()}})});</script> <script type="text/javascript">"use strict";function setupSidebarHighlight(){var e=document.querySelector(".side-grid");if(e&&"block"===getComputedStyle(e).display){var t=Array.prototype.slice.call(e.querySelectorAll("li a")),i={},r=-1,a=new IntersectionObserver(function(a){a.forEach(function(a){var c=a.target.id,n=document.querySelector('[href="'.concat(window.location.pathname,"#").concat(c,'"]'));if(n){var o=a.boundingClientRect.y,s=i[c];if(a.isIntersecting){var d=e.querySelector(".active");d&&d.classList.remove("active"),n.classList.add("active"),r=-1}else if(s&&o>s){if(n.classList.remove("active"),e.querySelector(".active"))r=-1;else if(-1===r&&(r=t.indexOf(t.filter(function(e){return e.getAttribute("href")==="#".concat(c)})[0])),--r){var l=t[r];l&&l.classList.add("active")}}i[c]=o}})},{threshold:0});t.forEach(function(e){var t=e.getAttribute("href").split("#")[1];if(t){var i=document.getElementById(t);i&&a.observe(i)}})}}document.addEventListener("DOMContentLoaded",function(){if("IntersectionObserver"in window)if("matchMedia"in window){var e=matchMedia("(min-width: 1200px)");e.matches&&setupSidebarHighlight(),e.addListener(function(e){e.matches&&setupSidebarHighlight()})}else setupSidebarHighlight()});</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> <script type="text/javascript" defer>"use strict";document.addEventListener("DOMContentLoaded",function(){var e=document.querySelector(".nested-menu.open");if(e)e.scrollIntoView({behavior:"smooth"});else{var o=document.querySelector("li.active");o&&o.scrollIntoView({behavior:"smooth"})}});</script> </body> </html>

CINXE.COM

Trobleshooting guide | Help | Zoho Books