Live webinars
Join our experts for live, interactive webinar sessions to help you understand how Zoho Books can benefit your business.
On-demand webinars
Webinars designed to help businesses understand the fundamentals of Zoho Books.
Expert talks
Get tips and tricks on managing your accounts efficienlty from the experts in the field.
On-boarding Webinars
Get tips and tricks on managing your accounts efficienlty from the experts in the field.
Zoho Books - A guided tour
By Tanisha Choudhury, Product Expert
This webinar covers all you need to know to make your business accounting smart and simple. Join this session to explore the capabilities of Zoho Books. By the end of this session, you will be able to create your organization's profile, configure taxes, invite users, generate an end to end transaction, personalise your profile, and be informed about everything Zoho Books can offer to streamline your business finance and operations. Save your spot now!
By Tanisha Choudhury
Product Expert
20 Mins
Fueling customer success: The power of Zoho Books and Zoho Desk integration
By Aswin Sakthivel, Product Expert, Zoho Books
In this webinar we will deep dive into the power of the Zoho Books and Zoho Desk integration. This webinar will navigate you through the blend of financial and customer support functions, showcasing streamlined ticket billing, enhanced customer experiences, and the mechanics of integration. By the end of this webinar, you'll grasp the transformative potential of integrating these platforms, setting you on a path to optimize your business processes.
By Aswin Sakthivel
Product Expert, Zoho Books
35 Mins
Streamline your Inventory Management with Zoho Books
By Shireen Farhana, Product Expert, Zoho Books
In this webinar, we will take a comprehensive look at the various inventory tracking functionalities offered by Zoho Books, covering everything from setting up your inventory items and managing stock levels to handling purchases, sales, order fulfillment, and the seamless integration of online sales channels. Whether you're a small business owner looking to gain better control over your inventory or seeking to improve your organization's inventory management processes, our webinar is tailored to equip you with the insights to make the most of Zoho Books.
By Shireen Farhana
Product Expert, Zoho Books
24 Mins
Optimize your Project Accounting with Zoho Books - Part 2
By Sara Cherian, Product Expert, Zoho Books
This session is Part 2 of our Zoho Books webinar series on the Projects module. Watch now to explore seamless integration with Zoho Projects and discover how to handle invoicing, expenses, and financial transactions effortlessly. You'll learn how to maximize the power of the Projects module to boost project management efficiency, drive financial transparency, and accelerate business growth.
By Sara Cherian
Product Expert, Zoho Books
26 Mins
Optimize your Project Accounting with Zoho Books - Part 1
By Sara Cherian, Product Expert, Zoho Books
This session walks you through the valuable functionalities of the Projects module in Zoho Books. You'll learn how to streamline project setup, task assignment, progress monitoring, and report generation. Watch now to unlock the full potential of Zoho Books for seamless project management.
By Sara Cherian
Product Expert, Zoho Books
72 Mins
Reimagining Business Finance
SELISE's Digital Transformation Journey
By Julian Weber, CEO, SELISE Digital Platforms
By Reshma Roy, Head of Marketing, Zoho Finance Suite
According to Serrala's survey, 49% of organisations lack a digital transformation strategy, and 45% are facing internal resistance to change. This stat call outs the attention of businesses towards the importance of adoption and acceleration of digital transformation for their firms, especially Finance - the core of any business. In this webinar, we aim to share various ways through which companies across the globe can streamline their financial operations by adopting newer and more efficient technologies.
By Julian Weber
CEO, SELISE Digital Platforms
By Reshma Roy
Head of Marketing, Zoho Finance Suite
60 Mins
Setting Up and Migrating Accounting Systems, by Joshua Bleznick
By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Talha Baqar, Program Manager, Zoho
Watch this video to learn learn what a business needs to consider while setting up and migrating accounting systems. This session is useful for new and existing business owners who are considering a new accounting system and also for bookkeepers or accountants who are interested in discussing a new accounting system with their clients.
By Joshua Bleznick
Consultant, Presti & Naegele Accounting Consultants
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R
Marketing Manager, Zoho
By Talha Baqar
Program Manager, Zoho
90 Mins
Integrating Sales and Finance in the Cloud - Zoho CRM and Finance
By Susan Clark, Zoho Advanced Solution Partner
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan Rodgerson, Marketing Manager, Zoho
This session will do a deep dive into Zoho CRM and the Zoho Finance suite to learn how to setup the integration and how to maximize its usefulness.
By Susan Clark
Zoho Advanced Solution Partner
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan Rodgerson
Marketing Manager, Zoho
60 Mins
Solutions for working from home for accountants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan Rodgerson, Marketing Manager, Zoho
With working from home becoming a norm, we have Val Steed, Talha Baqar and Nathan Rodgerson discussing tips and solutions to make working from home effective.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan Rodgerson
Marketing Manager, Zoho
Getting started with Zoho Books
By Archana Puthumana, Product Expert
Join us for an extensive 2-hour webinar, focused on setting up and customizing Zoho Books to meet your specific business needs. During this session, you will gain insights into leveraging collaboration tools to enable seamless interactions with customers, vendors, accountants, and other users within your Zoho Books organization. Additionally, you will discover integration possibilities with essential Zoho apps and various other third-party apps. Explore strategies for optimizing your business processes through automation within Zoho Books.
The session will be structured into three simple sections:
1. Getting Started
Get acquainted with all the necessary steps to start using Zoho Books. This section covers the fundamental setup aspects, including configuring your chart of accounts and importing contacts and items to ensure readiness for your first transactions.
2. Customization and Collaboration Features
Discover how to personalize Zoho Books to align with your business specifics. Learn customizing transaction PDFs, managing email notifications, and establishing approval processes for transactions. Explore the setup of collaboration features, facilitating seamless interactions with customers, vendors, and team members.
3. Integration Setup and Task Automation
Explore Zoho Books' range of integrations and understand how to set them up effectively. Finally, learn to automate routine tasks by implementing workflow rules, simplifying your day-to-day operations.
By Archana Puthumana
Product Expert
Migration of data from other systems to Zoho Books
By Archana Puthumana, Product Expert
This webinar will guide you through migrating to Zoho Books. It will cover the sequence for importing data, preparing compatible import files, and key tips for a smooth migration. Topics include importing opening balances for accounts, customers, vendors, and items, as well as mapping and importing invoices, bills, and their payments. The session will end with a live Q&A to address any questions you may have.
By Archana Puthumana
Product Expert
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UK - +44 8000856099
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