Keyboard Shortcuts in Zoho Books

Keyboard shortcuts, or hotkeys, make using Zoho Books faster and more convenient. They allow you to quickly perform actions within the application, streamlining repetitive tasks and saving time. With just a few keystrokes, you can create and save transactions, execute actions at the module or transaction level, and much more.

Note:

You can press Shift + ? to view the keyboard shortcuts, or access them from the profile section by clicking Navigate faster with keyboard shortcuts.

Note:

You can create custom shortcut keys for any action by clicking the Edit icon next to the action.

General #

You can use these shortcuts from any page within the organization, and they will direct you to the relevant section or perform the intended action.

For instance, if you’re viewing the balance sheet of one organization and need to switch to another organization, you can easily press the O key on your keyboard from any module to view the list of all the organizations you manage in Zoho Books.

Option + /	Perform advanced search.
S	Open your Settings page in the current window.
O	Navigate to your list of Organizations in Zoho Books.
Shift + /	Open keyboard shortcuts.
Command + /	Zia search
Option + 0	Navigate To
/	Search

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Go To Actions #

You can use the following shortcut keys to navigate to a specific tab. These actions are common to all the modules.

Shift + I	Navigate to Invoices.
Shift + J	Navigate to Journals.
Shift + E	Navigate to Quotes.
Shift + N	Navigate to Credit Notes.
Shift + B	Navigate to Bills.
Shift + X	Navigate to Expense.
Shift + P	Navigate to Purchase Orders.
Shift + S	Navigate to Sales Orders.
Shift + Z	Navigate to Chart of Accounts.
Shift + 1	Navigate to the Dashboard.
Shift + 2	Navigate to Items.
Shift + 3	Navigate to Banking.
Shift + 4	Navigate to Customers
Shift + 5	Navigate to Vendors.
Shift + 6	Navigate to Reports.
Shift + 7	Navigate to Documents.
Shift + R	Navigate to Payments Received.
Shift + M	Navigate to Payments Made.

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Module Level Actions #

You can use the following shortcut keys to perform actions on the transactions within a module. These shortcuts are applicable only to the Sales and Purchase modules.

N	Create a New Transaction.
Option + M	Email all/multiple transactions from the same module.
Option + D	Download all/multiple transactions from the same module as a PDF.
Option + I	Import all data to a particular module from your computer.
Option + E	Export all data from a particular module to your computer.
Option + A	Select all transactions in a specific module.

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Transaction Level Actions #

After selecting a transaction, you can use the following shortcut keys to perform actions at the transaction level. These shortcuts allow you to act quickly without having to reach for a mouse. They are applicable only to the Sales and Purchase transactions.

E	Edit an existing transaction.
M	Mail a transaction.
P	Print a transaction.
D	Download transactions as a PDF.

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Creation Actions #

The following shortcuts will help you quickly create new transactions throughout various modules from anywhere in the organization.

C + I	Create a new Invoice.
C + J	Create a new Journal.
C + E	Create a new Quote.
C + N	Create a new Credit Note.
C + B	Create a new Bill.
C + X	Create a new Expense.
C + A	Create a new Account in your Chart of Accounts.
C + T	Log time.
C + 5	Create a new Vendor.
C + 4	Create a new Customer.
C + R	Create a new Retail Invoice.
C + 1	Create a new Customer Payment.
C + M	Create a new Vendor Payment.

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Save Actions #

You can use these shortcuts to save transactions easily.

Option + S	Save and Send Transaction
Option + P	Save and Print Transaction