How To Migrate From QuickBooks Into Zoho Books
In this video, John walks through all steps needed to migrate your data from QuickBooks to Zoho Books. Here are the resources that I discussed in this video: TIME STAMPS0:00 Intro0:22 Agenda0:43 What Is Zoho Books?1:03 Key Step 1: Clean, Clean, Clean2:20 Key Step 2: Export Your Data3:18 Key Step 3: Data Normalization5:08 Key Step […]
Chart of Accounts in Zoho Books
This video on chart of accounts was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here: https://staging.zenatta.com/webinar-zoho-books-overview-best-practices/
Sales Process in Zoho Books
This video on sales process was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here: https://staging.zenatta.com/webinar-zoho-books-overview-best-practices/
Purchase Process in Zoho Books
This video on purchase process was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here: https://staging.zenatta.com/webinar-zoho-books-overview-best-practices/
Settings Inside Zoho Books
This video on settings was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here: https://staging.zenatta.com/webinar-zoho-books-overview-best-practices/
7 Reasons You Should Switch To Zoho Books
Most people know about Quickbooks, Xero, or Sage but did you know Zoho offers accounting software as well? In the article below we will walk you through the 7 reasons you should be using Zoho Books. 1 – Integrations Using Zoho Book’s native integrations allows you to Sync with many of the Zoho Applications. Whether […]
Zoho Books Full Product Tutorial – 2022
CLICK HERE for our latest Zoho Books Full Product Tutorial. ? TIME STAMPS ?0:00 Intro0:33 Agenda0:57 What Is Zoho Books?1:49 Product Overview13:50 Settings32:28 Chart Of Accounts36:21 Sales Process47:55 Purchase Process52:00 Questions & Answers
How To Set Up An Estimate For Digital Signatures For Zoho Books
? TIME STAMPS ? 0:00 Intro 1:18 Turning on the Zoho Sign integration 2:44 Adding the signature line to templates 3:44 Creating and sending an estimate 4:46 Customer viewpoint on estimate & signature
Intro to Advanced Analytics for Zoho Books
Last week we had the pleasure of working with the Zoho CPA and finance divisions on putting together this webinar. If you are a CPA, accountant, or bookkeeper, be sure to check out the zoho.com/cpa division for partner opportunities. Regardless of whether you are a CPA, this session is extremely valuable for getting the most […]
3 Tips For Zoho Payment Gateways
When it comes to payment gateways your options sometimes may feel limited, and other times overwhelming. With Zoho you have plenty of options including some of the main key players in the industry, but which is the best? Does the best vary on your business? The truth is there isn’t per se a best solution […]
