Zoho Books - Master the Accounting Software

Explore a cloud-based saas accounting platform with invoicing, online payments, and automated banking. Generate profit and loss, balance sheet, and cash flow reports, and manage inventory and time tracking.

Manage multiple projects, track time, and log reimbursable expenses, while automating banking, inventory updates, and collaboration through client portal, invoices, and recurring billing.

Explore how a cloud-based license model in Zoho Books enables double-entry journals, currency adjustments, sharing data with accountants, invoicing, tax calculations, and real-time financial reports across devices.

Explore Zoho Books pricing and activation, including reminders, 3D touch, Apple Watch support, quick-entry widgets, expense receipts, time tracking, invoicing, and data protection, around 36 USD per year.

Discover the user interface of Zoho Books and perform real-time searches across invoices, estimates, and taxes, while learning how to manage organizations, upgrades, and pricing in a trial setup.

Explore the dashboard, cash flow, and fiscal year views in Zoho Books, and learn to manage sales, invoices, estimates, expenses, time sheets, and reports.

Learn to create and manage new organizations in Zoho Books, configure currency, time zone, taxes, payment options, collaborate with accountants and clients, and enable two-factor authentication.

Learn to enable two-factor authentication, set security questions, and restrict access by IP in Zoho Books, while managing authorized websites and group-based collaboration.

Master Zoho Books branding by configuring the organization portal: upload logos, set banners and preferences, manage notifications, domain mapping, and payments portal for client access.

Enter opening balances for accounts receivable in multiple currencies (INR, USD, EUR, JPY), set exchange rates, and review the multi-currency totals to start the accounts.

master setting up and adjusting opening balances in zoho books, including accounts receivable, accounts payable, petty cash, undeposited funds, and equity, with debit/credit entries and currency conversions.

Navigate opening balance adjustment by allocating debit and credit entries across expenses, drawings, accounts receivable, and accounts payable, ensuring the balance aligns with the chart of accounts.

Define user roles and assign access to modules, customers, and vendors within Zoho Books. Configure time-tracking rules, preferences, and invoice settings to streamline permissions and reporting.

Explore Zoho Books general settings, including branding with logo and contact details, custom fields, inventory alerts, and the setup of invoices, estimates, and recurring and draft options.

Learn to configure Zoho Books by setting up preferences and currencies, managing taxes and exchange rates, and customizing templates and the logo for accurate invoicing and reporting.

Customize email templates and settings in Zoho Books, configure invoice reminders and alerts, and manage integrations and backups to streamline client communications and subscriptions.

Create and manage items, set up price lists, and configure inventory and accounts in Zoho Books' cloud-based environment, using organization settings and preferences.

Learn to manage items and services in Zoho Books, create monthly, quarterly, and yearly packages, set price lists and special prices, and enable reorder point notifications.

Master Zoho Books for online accounting by managing contacts, customers, and vendors, importing from CRM, and handling pricing, expenses, purchases, and bills across devices.

Create and manage contacts in Zoho Books by adding vendors, expenses, and custom fields like Skype ID; tailor addresses, currency, and tags to prepare customers for future invoices.

Manage banking in Zoho Books by creating customers and vendors, setting currencies, payment terms, and addresses to streamline online accounting.

Learn to add banks and credit cards in Zoho Books, link bank accounts, pull data automatically, and set up payment terms and opening balances for seamless books.

Discover Zoho Books for cloud-based accounting of sales and purchases with multi-user access. Create estimates, issue invoices or retainer invoices, and manage sales orders, payments, and recurring invoices.

Explore how to create and manage estimates in Zoho Books, attach files, convert estimates to invoices or sales orders, and track the lifecycle from drafts to retainer payments.

Master how to manage estimates in Zoho Books, convert accepted estimates into sales orders, and create retainer invoices for advance payments across currencies.

Learn to create and manage retainer invoices in Zoho Books by converting estimates to purchase orders, recording advances, and generating invoices for quarterly training packages.

Explore how Zoho Books enables multi-device access and CRM with invoicing integration, and convert approved estimates into sales orders or invoices, with retainer invoices and attachments.

In Zoho Books, learn to record payments and adjust retainer invoices, convert sales orders into invoices, and reconcile payments across bank transfers, cash, and online payments.

Explore how to create and manage retainer invoices in zoho books, convert sales orders to invoices, mark payments, and apply advance payments with automatic and manual adjustments.

Apply retainer in Zoho Books by converting items into invoices, adjust the available retainer, and record partial payments via bank transfer, cash, or credit card.

Create recurring expenses and recurring bills with vendors like building society and telecom horizon, assigning maintenance services, petty cash, and internet expenses, on monthly or biweekly schedules.

Master recurring expenses, bank statements, invoices, and vendor management in Zoho Books, including office rent, internet, company car, currency settings, and purchase orders.

Explore purchase orders while managing recurring and one-time expenses, creating bills and vendors, and tracking payments and various expenses like rent and advertising.

Learn to manage bills in Zoho Books by creating and editing purchase orders, converting them to bills, making payments, and tracking open and unpaid bills with recurring expenses.

Learn to manage unpaid bills and record payments in Zoho Books using bank remittance, cash, checks, and credit cards, then apply vendor credits to open bills and track payments made.

Explore how to manage the chart of accounts and classify transactions into assets, liabilities, equity, income, and expenses, including bank accounts and petty cash, in Zoho Books.

Record and balance journal entries in Zoho Books using double-entry accounting by debiting expenses such as electricity and petty cash and crediting cash, linking to assets and vendors.

Explore how to log hours and manage timesheets in Zoho Books, using timers and manual entries to compare budgeted versus logged hours and apply 30-minute rounding for billing.

Learn to manage a timesheet by tracking billable and non-billable hours, log unbilled expenses, and generate invoices from project time entries using task hourly rates.

Explore how to pull and customize reports and dashboards in Zoho Books, including cash flow, profitability, sales by customer, and payments received, with export options to pdf, csv, or excel.

The lecture demonstrates using Zoho Books to track expenses, projects, and invoices, generate reports and ledgers, and reconcile accounts for freelancers.