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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.

Product Tour On-demand webinars Expert talks

Every Wednesday

02.00 PM ET

Zoho Books - A guided tour

By Hariharan G, Product Expert

This one-hour session is designed to help businesses to get started with Zoho Books. During the session, we'll guide you through the process of setting up your Zoho Books organization, creating business transactions, reconciling your bank accounts, generating business reports, Sales Tax handling and other essential business functions. By the end of the session, you will have a solid understanding of how you can get start using Zoho Books for your business accounting.

Every Wednesday:02.00 PM ET

Hariharan G

By Hariharan G

Product Expert

Monthly (Every 3rd Tuesday)

02.00 PM ET

Migrating to Zoho Books from other accounting systems

By Joshua G, Product Expert

In this webinar, you will get a complete walkthrough of how to migrate to Zoho Books from your previous accounting system. During this session, you will learn about the two methods of getting your past data into Zoho Books, exporting and importing sales and purchase data, accounts receivable, accounts payable, chart of accounts, customer and vendor lists, and more. There will also be a Q & A session to get all your questions answered.

Monthly (Every 3rd Tuesday):02.00 PM ET

Joshua G

By Joshua G

Product Expert

62 Mins

How Zoho Books empowers accountants to succeed

By Nathan Rodgerson, Sr Accountant Development Manager, Zoho

Join the Zoho team as they introduce how Zoho Books is a robust solution tailored to meet the needs of accounting professionals. You can gain a deeper understanding of the platform’s core accounting functionalities and how it enhances client advisory services.The session will also cover Zoho's Partner Program, which offers opportunities for accountants to grow their practice and revenue.

Nathan Rodgerson

By Nathan Rodgerson

Sr Accountant Development Manager, Zoho

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.

Aswin Sakthivel

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.

Shireen Farhana

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.

Sara Cherian

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.

Sara Cherian

By Sara Cherian

Product Expert, Zoho Books

60 Mins

Intro to Zoho Books and Migrating Accounting Systems

By Val Steed, Director Accountants, Zoho Corp

By Nathan Rodgerson, Senior Accountant Development Manager, Zoho Corp

By Tyler Colt, Executive Vice President, Zenatta Consulting

In this recorded session, participants will see a live demo that will walk through the tools and resources Zoho Books has to offer.

After the walkthrough, participants will learn about the process for migrating accounting systems, including exporting and importing sales and purchase data, Accounts Receivable, Accounts Payable, Chart of Accounts, customer and vendor lists, and more.

Val Steed

By Val Steed

Director Accountants, Zoho Corp

Nathan Rodgerson

By Nathan Rodgerson

Senior Accountant Development Manager, Zoho Corp

Tyler Colt

By Tyler Colt

Executive Vice President, Zenatta Consulting

90 Mins

Guide to Paycheck Protection Program (PPP) Loan Forgiveness

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 will take a deep dive into the PPP loan forgiveness form, cover the latest updates and potential complications in lone forgiveness.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

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.

Ashwinth S

By Ashwinth S

Marketing Analyst

67 Mins

12 tax saving strategies for your business

By Jayanthi Ganapathy, CEO & Founder, FinAccurate

By Purnima Meenakshi, Head of Growth, Zoho Finance

In this webinar, you will learn how small businesses can save more on taxes. Led by Jayanti Ganapathy, CEO & Founder of FinAccurate and Purnima Meenakshi, Head of Revenue Acceleration, Zoho Finance, this recording will equip you with practical tips to optimize your tax planning, maximize savings, and ensure compliance.

Jayanthi Ganapathy

By Jayanthi Ganapathy

CEO & Founder, FinAccurate

Purnima Meenakshi

By Purnima Meenakshi

Head of Growth, Zoho Finance

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.

Val Steed

By Val Steed

Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan R

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.

Ty Hendrickson

By Ty Hendrickson

CPA, Founder of Sales Seed.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

42 Mins

Navigating tax complexity with Zoho Books and Avalara

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Nathan R, Marketing Manager, Zoho

By Jamee Dunn, Sr Strategic Alliance Manager, Avalara

By Mike Tribout, Sr Sales Executive, Avalara

In this webinar with Avalara, we dive into the challenges of sales tax compliances. Get an up-close look at how the integration between Zoho Books and Avalara can help you simplify your complex tax obligations and finance operations. We'll review the cost of manually managing your tax obligations, and when a business should implement tax automation software.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Jamee Dunn

By Jamee Dunn

Sr Strategic Alliance Manager, Avalara

Mike Tribout

By Mike Tribout

Sr Sales Executive, Avalara

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.

Salvatore Russo

By Salvatore Russo

Partner, Presti and Naegle Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan R

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.

Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

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.

Scott Peterson

By Scott Peterson

VP of US Tax Policy and Govt. Relations at Avalara.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

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.

Ty Hendrickson

By Ty Hendrickson

CPA, Founder of Sales Seed.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

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.

Susan Clark

By Susan Clark

Zoho Advanced Solution Partner

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

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.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

60 mins

Best practices for migrating accounting systems

By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

Learn all about the process for migrating accounting systems, including export and import of sales and purchase data, Accounts Receivable, Accounts Payable, Chart of Accounts, customer and vendor lists, and more.

Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

66 mins

How to set up a new accounting system

By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

In this session, Zoho Books Advisor Joshua Bleznick talks about everything a business needs to consider when setting up their books. This session is perfect for new and existing business owners who are considering a new accounting system, and bookkeepers or accountants who are interested in discussing a new accounting system with their clients.

Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

60 Mins

Essential business survival guide during COVID-19

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Vijay Sundaram, Product Expert

In this recorded session, we speak about the fundamentals of company management during the COVID-19 crisis.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Vijay Sundaram

By Vijay Sundaram

Product Expert

54 Mins

Understanding the updated CARES Act for SMBs - Webinar | Zoho Books

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Nathan R, Marketing Manager, Zoho

Learn all about the fundamentals of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) from our experts.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

60 Mins

Navigating the PPP and EIDL - presented by Andrew Presti, Senior Partner at Presti and Naegle Accounting Consultants

By Andrew Presti, Senior 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 session, Andrew Presti, Senior Partner at Presti and Naegle, talks about the Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL). This session will cover the loan application process, PPP loan forgiveness process and tax implications of COVID loans.

Andrew Presti

By Andrew Presti

Senior Partner, Presti and Naegle Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

60 Mins

Navigating the PPP and EIDL - presented by Salvatore Russo, Partner at Presti and Naegle Accounting Consultants

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

Learn about the United State's SBA's Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL). This session will cover the PPP and EIDL loan application process, PPP loan forgiveness process and tax implications of COVID loans.

Salvatore Russo

By Salvatore Russo

Partner, Presti and Naegle Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

What's next

CONTACT US

Here's what our customers are saying about us

I switched from QuickBooks to Zoho Books because it's incredibly user-friendly. Zoho Books has simplified our financial processes, especially with features like inventory management integrated with CRM. The platform is well-crafted and efficient, perfect for our small company. Plus, their customer service is fantastic. I trust Zoho Books.

Mathew O'Brien

ECM MEDIA LLC
Creating quotes, acquiring signatures, processing payments, and reporting revenue and taxes has gone from slow and arduous tasks to effortless tasks! Zoho Books does everything its counterparts do but is more customizable. Their customer service team goes above and beyond and is almost always available, all at a fraction of the cost compared to its competitors.

Justin Kase Conder

JKase Inc, USA

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