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 (English)
By Prabhath P, Product Expert
This webinar is designed to help you explore the capabilities of Zoho Books. During the session, we'll guide you through the process of setting up your Zoho Books organization, configuring tax automation, creating business transactions, reconciling your bank accounts, generating business reports and other essential business functions. By the end of the session, you will have a solid understanding of how you can get started with Zoho Books for your business accounting. There will also be a Q&A session at the end where you can get your questions answered live by our product expert.
By Prabhath P
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
56 Mins
Financial Analytics: Empowering businesses at every stage of growth
By Ashwinth S, Marketing Analyst
This webinar talks about multi-org consolidation, forecasting cash flows and key finance KPIs, profit analysis, blending finance with non-finance data for cross functional insights, and a lot more.
By Ashwinth S
Marketing Analyst
60 Mins
Guide to managing client's business financials effectively
By Val Steed, Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan R, Marketing Manager, Zoho
In this video, we will take a look at the latest updates in Zoho Books and discuss how the application is tailored to help accountants manage their clients' businesses, small or large, effortlessly.
By Val Steed
Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan R
Marketing Manager, Zoho
56 Mins
Why do accounting firms need a CRM system
By Ty Hendrickson, CPA, Founder of Sales Seed.
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Talha Baqar, Program Manager, Zoho
Ty Hendrickson, CPA will talk on how Implementing the right CRM in an accounting firm can be the secret to success.
By Ty Hendrickson
CPA, Founder of Sales Seed.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R
Marketing Manager, Zoho
By Talha Baqar
Program Manager, Zoho
60 Mins
Accounting and Finance Basics for Entrepreneurs
By Salvatore Russo, Partner, Presti and Naegle Accounting Consultants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan R, Marketing Manager, Zoho
In this video we walk you through the basics of forming your business, choosing the right entity structure, reviewing and understanding financial reports, and how to use accounting software to help you to manage your business.
By Salvatore Russo
Partner, Presti and Naegle Accounting Consultants
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan R
Marketing Manager, Zoho
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
60 Mins
Demystifying Sales & Use Tax, Presented by Avalara
By Scott Peterson, VP of US Tax Policy and Govt. Relations at Avalara.
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Talha Baqar, Program Manager, Zoho
In this webinar, Scott Peterson, VP of US Tax Policy and Govt. Relations at Avalara, offers a masterclass on Sales and Use Tax in the United States. Watch this video to learn about the South Dakota v. Wayfair, Inc. ruling, economic nexus, exemption certificates and more.
By Scott Peterson
VP of US Tax Policy and Govt. Relations at Avalara.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R
Marketing Manager, Zoho
By Talha Baqar
Program Manager, Zoho
60 Mins
Why do accounting firms need a CRM system- By Ty Hendrickson CPA
By Ty Hendrickson, CPA, Founder of Sales Seed.
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Talha Baqar, Program Manager, Zoho
Ty Hendrickson, CPA will talk on how Implementing the right CRM in an accounting firm can be the secret to success.
By Ty Hendrickson
CPA, Founder of Sales Seed.
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
56 Mins
Canada's economic response plan for businesses with Ward Blatch
By Ward Blatch, CPA, CA
We’re pleased to bring you an online learning session with Ward Blatch, CPA, CA, Director, K2E Canada Inc. In this session, Ward talks about Canada's COVID-19 Economic Response Plan that was laid out by the federal government and how it pertains to businesses.
By Ward Blatch
CPA, CA
58 Mins
Plan d'intervention économique du Canada pour les entreprises avec Marie-Andrée Giroux
By Marie-Andrée Giroux, FCPA, FCMA, Partenaire Zoho
Le gouvernement du Canada a proposé diverses mesures de redressement pour atténuer les répercussions économiques du COVID-19 sur les entreprises canadiennes, y compris le soutien aux travailleurs autonomes.
By Marie-Andrée Giroux
FCPA, FCMA, Partenaire Zoho
Getting started with Zoho Books
By Prabhath P, Product Expert
Join us for an extensive 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 Prabhath P
Product Expert
- Select Edition
Contact Us On
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Mon- Fri ( 9:00AM to 9:00PM ET )
Canada- +1 5146736167
US- +1 8443165544 -
Mail Us
support.ca@zohobooks.com
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