Zoho Books Full Product Tutorial

Want to learn about Zoho Books? This video covers all the core essentials of Zoho's online accounting software. Use the timestamps below to learn more about all the various tools. And be sure to check out our other resources for more advanced tutorials on Zoho Books and other Zoho applications. Enjoy!

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🎬 TIME STAMPS 🎬
0:00 Intro
1:09 Agenda
1:53 Product Overview
14:15 Settings
40:09 Chart Of Accounts
44:35 Sales Process
57:06 Purchase Process

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💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

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[MrOptima]

Good tutorial overall. What I would have preferred would be a tutorial series that with multiple shorter tutorials that would cover the features available from plan to plan. Example, a tutorial that covers all features of the Free plan, a separate tutorial that has a short recap/recommendation about the first tutorial and then covers the Standard Plan, and so on all the way up to the Ultimate plan. This way, I watch the tutorials in that order and they cover the information that is relevant to the plan I signed up for. Talking to me about Budgeting, Custom Domain or Advanced Inventory Control when my plan is Professional ends up taking time better spent learning what I have available.

[IrshadAli-qilq]

I wish this tutorial was out when I signed up last year

[louiewgroenewald]

Do I need the pain dersion to do cutom fileds for invoices? Example. I want to change the quantity to time in the invoice.

[moizkhan]

Good one! If we want to adjust previous old balances of vendor ledger without hitting bnak in Zoho. Pls tell path and method

[rtsnotebook]

Hi it covers the controls like approval of transactions before it hits the ledger accounts? Thanks

[marketbuy]

Hello. It appears no one on YT has a video on how to process credit card statement using the credit card liability as the chart of account.

[mobidaar]

does zoho books has an offline, when internet not function that customer can work on their booking

[ambarshaaz]

Hello team, how and where to feed Microsoft incentives in Zoho books.

[safetythirdified]

How do adjust invoice templates so I can make adjustments for services that are not a fixed cost?

[danistermedia]

Hello Team
How come I don't have Item ( Groups on my Items?

Thanks for the information

[VinodNSWS]

🎯 Key Takeaways for quick navigation:

02:49 📊 *Zoho Books provides a homepage overview with key reports like receivables, payables, and cash flow, offering a quick snapshot of your company's financial health.*
04:14 🏦 *Zoho Books now supports multiple platforms for connecting bank and credit card accounts, including Yodlee, Plaid, and token-based connections, providing flexibility for different banks.*
07:40 💼 *Zoho Books covers the sales process comprehensively, allowing you to manage customers, estimates, sales orders, invoices, and payments, providing a centralized hub for customer interactions and transactions.*
09:16 🕒 *The time tracking section in Zoho Books allows for project integration with Zoho Projects, enabling easy tracking of project-related activities and seamless billing.*
11:34 📊 *Zoho Books offers a variety of accounting reports, including profit and loss, balance sheet, and specialized reports like 1099 tracking, with the option to customize and integrate with Zoho Analytics for more detailed insights.*
21:52 🛠️ *Zoho Books allows detailed customization for items, including decimal points, measurement units, and configurations around handling items, providing granular control.*
23:03 🌐 *Zoho Books offers extensive customization on the sales side, covering estimates, invoices, sales orders, custom fields, buttons, validation rules, and integrations with various channels.*
24:13 💳 *The Payments section in Zoho Books allows customization of recurring invoices, including preferences for draft creation, sending, and custom fields. It also covers credit notes with options for price override, QR code, and record locking.*
24:56 📦 *Delivery notes and packing slip settings in Zoho Books provide control over what information is displayed when goods are shipped, allowing for detailed customization of notes and fields.*
32:23 🔄 *Zoho Books offers integrations with various services, including shipping platforms (AfterShip, UPS), e-commerce platforms (Amazon, Etsy, eBay), SMS services (Twilio), and other apps (Slack, Square, SurePayroll), enhancing functionality and automation.*
42:22 📊 *Simplifying the chart of accounts philosophy: Keeping it high level and bundling categories together for a more manageable overview.*
43:05 🏢 *Setting up new accounts in Zoho Books, including creating sub-accounts for detailed tracking, with optional account codes and descriptions.*
46:26 📋 *The sales process: Creating estimates, converting them to retainer invoices, and progressing through sales orders, shipments, and invoices with integrated tracking.*
50:06 💵 *Invoice customization, payment recording, and a comprehensive view of the sales order status, including tracking shipments and invoiced payments.*
54:44 🔄 *Recurring invoices in Zoho Books, facilitating the automated creation and charging of invoices, with an organized view of recurring transactions.*

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