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-qi1lq8 ай бұрын
I wish this tutorial was out when I signed up last year
@user-ch9ue8do6l6 ай бұрын
John is awesome!
@louiewgroenewald15 күн бұрын
Do I need the pain dersion to do cutom fileds for invoices? Example. I want to change the quantity to time in the invoice.
@ictsohan10 ай бұрын
from Bangladesh
@mobidaar7 ай бұрын
does zoho books has an offline, when internet not function that customer can work on their booking
@Zenatta7 ай бұрын
Hi Mohammed Yusuf, Unfortunately Zoho Books does not offer an “offline” work mode. You must be connected to the internet in order to save any changes.
@ambarshaaz69504 ай бұрын
Hello team, how and where to feed Microsoft incentives in Zoho books.
@user-zm2vk6ho6s7 ай бұрын
🎯 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.* Made with HARPA AI
@marketbuy4 ай бұрын
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.
@user-ph2vw8il5k4 ай бұрын
I know. create 2 accounts one is concerned bank credit card account and the group will be current liabilties and the expenses account which come under the group Indirect expenses. First entry is debit the expenses and credit Bank credit card account. Second entry to debit Bank credit card account and credit the bank account for payment of credit card expenses. From Sriram Venkatachari
@safetythirdified7 ай бұрын
How do adjust invoice templates so I can make adjustments for services that are not a fixed cost?
@Zenatta6 ай бұрын
Hi Anthony, We discussed your invoice adjustment question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - kzfaq.info/get/bejne/d9x3atZ1v72rZJs.html#t=1m55s
@user-ec1ky2jn6o3 ай бұрын
Do you conduct trainings for zoho?
@Zenatta3 ай бұрын
We have training programs that can be found at zenatta.com/training/
@danistermedia5 ай бұрын
Hello Team How come I don't have Item ( Groups on my Items? Thanks for the information
@Zenatta3 ай бұрын
Hi DanisterMedia! You may need to activate the Zoho Inventory integration for Zoho Books to have Item Groups show up.