How to Categorize Transactions in Zoho Books Tutorial

How to Categorize Transactions in Zoho Books Tutorial

In this video, I’ll walk you through how to categorize your transactions in Zoho Books. We’ll cover two essential methods: matching transactions from your bank feed with existing records and manually categorizing uncategorized transactions. Whether you're a small business owner or just getting started with Zoho Books, this tutorial will help you get your finances organized and onto your books correctly.

By the end of this video, you’ll know how to manage your uncategorized transactions, add vendors, and even create rules to streamline your bookkeeping.

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[SirWoj]

How to recognise Stripe transactions with stripe fees accounted for in the sales invoice???

[ashiomaisu]

Hello! New subscriber here. I like the way you explain things with ease. Here’s looking forward to watching more videos.🤗

[carloseuceda]

How do you classify a bank transaction that isn't considered an expense or income but involves the receipt of funds that represent an account payable from a client (or a bank withdrawal that constitutes an account receivable for a client)?

[YouTubeAdsGuru]

when the system has a rule for a transaction and there are 10 of these transactions is there a way of multi-selecting them rather than having to confirm them individually?

[sagarys]

Hi madam.
Zoho book training after no job opportunities availability

[ajwired]

How do you set aside some retained earnings outside of the business checking account? I’m assuming you could categorize it but I would want it categorized as a distribution since I’d just want to move it to like a savings account.