Zoho Books Tutorial for Beginners - Full Setup & Automation

Explore tag settings in Zoho Books to configure tax rates, create compound tags, and build tag groups by adding and saving new tax rates under taxes and compliance.

Learn how to set up tax groups in zoho books by navigating to settings and taxes, creating a new tax group, selecting taxes to include, and saving.

Learn how to set up tax rates, create compound tax, and organize tax groups, then view how taxes display on invoices in Zoho Books.

Verify your Zoho Books account to start invoicing customers, then edit your profile by adding name, display name, gender, country, language, time zone, and a profile image with visibility options.

Edit your organization profile in Zoho Books by configuring company settings, uploading the logo with size specs, and setting address, currency, fiscal year, accounting basis, language, and time zone.

Learn to manage multi-currency in the Soho book system by adding, viewing, and deleting currencies, configuring symbols and decimal formats, and updating daily exchange rates (manual option available).

Learn how to enable and manage approvals in Zoho Books for sales, purchases, and inventory, including creating transactions, submitting for approval, and navigating multi level approval flows.

Learn how to create goods and services in Zoho Books by setting item details, tax, accounts, descriptions, and inventory options. View, customize, search, and export the item list.

Learn how to enable salesperson for customer invoicing in Zoho Books, link a salesperson to invoices, and generate the sales by salesperson report.

Enable credit limits in Zoho Books to alert or restrict invoices when customers exceed their limit, with options to include sales orders in the calculation.

Learn to clone customer codes to create new customer cards with auto populated fields, saving data entry time by duplicating codes, then edit customer name, items, and quantities before saving.

Create invoices using the manual method in Zoho Books, selecting the customer, currency, rates, discounts, tax, items, and optional shipping charges, with auto or manual invoice numbers and journal entries.

Learn to import invoices into Zoho Books, handling single or multi-line items, verify subtotals and totals, adjust dates and status, and complete the import using the import invoices workflow.

Record customer payments in Zoho Books by selecting a customer, allocating the amount to unpaid invoices, and configuring the payment mode, reference, date, and attachments.

Learn to record customer payments in Zoho Books by selecting an invoice, clicking record payment, and configuring amount, date, payment mode, bank charges, notes, and receipts.

Learn how to create and manage credit notes in Zoho Books using the direct method, including selecting a customer, configuring numbers, entering items, discounts, tax, and generating journal entries.

Import credit notes in bulk into Zoho Books by preparing a sample Excel, mapping fields, selecting auto generate credit note numbers or use your own, and verifying imports.

Master how to record and manage advance payments in Zoho Books, apply those payments to invoices, and track unused credits to keep balances accurate.

Learn to record bank charges in payments received in Zoho Books, adjusting for bank or gateway fees (e.g., 3% on a 100 payment) to ensure accurate reconciliation and cash flow.

Import receipts into Zoho Books by uploading a CSV or Excel file, mapping fields, previewing the import, and auto-generating payment numbers to allocate receipts to invoices and update accounts receivable.

Apply multiple receipts to a single invoice in Zoho Books to record partial payments, allocate unused credits, and clear outstanding receivables.

Apply a single customer receipt to multiple invoices, recording one payment and allocating it across several invoices to keep accounts receivable accurate and cash flow organized.

Learn to record overpayments in Zoho Books, apply the excess to future invoices, and manage credits to keep accounts accurate.

Record partial payments in Zoho Books to handle installments and partial invoice settlements. Track payment history, update unpaid invoices, and view balances due as payments are applied.

Void invoices in Zoho Books from the invoice list to preserve audit records. Avoid deletion and learn how voiding leaves no journal entries and preserves the invoice history for audits.

Learn to create and manage sales orders in Zoho Books, convert quotations to orders, and turn orders into invoices while tracking status and committed stock.

Create vendors in Zoho Books by clicking plus or new, enter contact details, company info, currency, tax, addresses, and attach documents for reporting and payables.

Record and manage expenses in Zoho Books to keep finances accurate and organized; learn to add, categorize, attach receipts, and handle billable versus non-billable items.

Learn to record billable travel, hotel, and meal expenses in Zoho Books for on-site client projects, link them to a client, and convert them into invoices for reimbursement.

Learn to create and manage purchase orders in Zoho Books to streamline procurement, authorize purchases, track orders, and match deliveries with bills for accurate inventory and controlled expenses.

Learn to set up and enable the fixed asset module in Zoho Books to record, track, and depreciate tangible assets with automated schedules and comprehensive reporting for compliant accounting.

Enable the fixed asset module, create asset types such as furniture and fittings, and configure straight-line depreciation monthly over 24 months with pro rata or non pro rata options.

Learn how to generate and compare Zoho Books' profit and loss reports against previous periods, choosing weeks, months, or quarters and arranging periods from latest to oldest.