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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.

On-boarding Webinars

Get tips and tricks on managing your accounts efficienlty from the experts in the field.

Product Tour On-boarding webinars On-demand webinars Expert talks
Alternate Wednesdays
02:00 PM ET

Zoho Books - A Guided Tour

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.

Alternate Wednesdays:02:00 PM ET
Prabhath P

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.

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

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

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

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

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.

Ward Blatch

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.

Marie-Andrée Giroux

By Marie-Andrée Giroux

FCPA, FCMA, Partenaire Zoho

Alternate Wednesdays
02:00 PM ET

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.

Alternate Wednesdays:02:00 PM ET
Prabhath P

By Prabhath P

Product Expert