Zoho Books Handbook

Discover how to reduce repetitive work using automations in Zoho Books. We'll show you how to set up custom modules, workflows, schedulers, related lists and other automation options so invoices, follow-ups, and approvals run on autopilot—freeing you to focus on real work.

By Sanu

Product Expert

See how to bring your bank data into Zoho Books and reconcile faster. Learn how to import PDF/XLS statements, set up rules for automatic matching, clear mismatches, and keep your bank and books in sync.

By Jeevisha

Product Expert

A clean start makes all the difference. This session walks you through setting up opening balances for customers and vendors in Zoho Books, and handling old invoices and credits.

By Varsha

Product Expert

Stay up to date with the newest features in Zoho Books. We'll showcase enhancements like customer hierarchies, advanced reporting tags, custom approvals, payment retention, and more—along with examples of how to apply them in daily operations.

By Thanikachalam

Product Expert

Explore advanced inventory capabilities in Zoho Books for growing businesses. Learn how to manage multiple warehouses, batches, serial numbers, and reorder levels so you always know what's in stock, where it is, and when to purchase more.

By Janani

Product Expert

See how to manage the full lifecycle of fixed assets in Zoho Books. This session covers adding assets, setting depreciation methods, posting depreciation entries, disposals, and running reports so your asset register and books stay accurate and compliant.

By Nishanth

Product Expert

Learn how to use the revenue recognition feature in Zoho Books to align your income with service delivery. We'll cover setting up recognition rules, scheduling revenue, and reading the reports so your financials reflect the reality.

By Swesha

Product Expert