On-boarding webinars

Embark on the next phase of your Zoho Books journey with our webinar on navigating the Sales module. This session is tailored to guide you through optimising the sales functionalities of Zoho Books, enabling you to streamline your quote to cash and order to cash cycle, seamlessly configure online gateways, and efficiently manage overseas billing.

Join us to elevate your sales processes to new heights. In this webinar session, we will guide you on how to:

1. Build module preferences.
2. Set up your quote to cash and order-to-cash billing cycle.
3. Effortless VAT compliance in your transactions.
4. Configure online payment gateways.
5. Manage overseas billing.

By the end of this session, you will be equipped with the knowledge and skills to master the sales functionalities of Zoho Books.

By Mukesh

Product Expert

Join us on the next session of mastering the power of the Purchase module with our experts. We'll guide you through the intricacies of configuring this module. In this webinar, you'll learn how to:

1. Configure module preferences
2. Manage POs, bills and vendor payments.
3. Manage overseas purchases.
4. Track organizational expenditures.

By the end of this session, you will be well-versed in the Purchase module of Zoho Books, equipped with the knowledge to understand the functionality in Zoho Books.

By Rithika

Product Expert

Take a deep dive into the realms of taxation and reporting in our fourth webinar session, offering a detailed walkthrough of Zoho Books. In this session, we will demystify the complexities of compliance, and how you can simplify the same with Zoho Books guiding you through the essential steps. During the webinar, our product experts will guide you on how to:

1. Set up your tax and compliance settings with ease.
2. Submit VAT returns directly from within Zoho Books.
3. File CIS returns and keep track of CIS payments — all in one place.
4. Submit your Corporation Tax return (CT600) without leaving Zoho Books.
5. File your Income Tax return straight from Zoho Books.

Equip yourself with the knowledge and skills to navigate the intricate landscape of compliance within Zoho Books.

By Subhiksha

Product Expert

In this last session, we'll explore the advanced functionalities that allow you to tailor Zoho Books to your specific needs, automate repetitive tasks, and seamlessly integrate with other applications. Join us to uncover the full potential of Zoho Books by configuring custom actions such as Custom Fields, Custom Buttons, Custom Status, and Custom Links. Additionally, discover how to set up automated reminders, integrate with Zoho applications and other third-party apps, and gain a comprehensive overview of the automation features within the platform.

Join us as we guide you through customising the platform, setting up automated reminders, integrating with other applications, and harnessing the power of automation to optimize your business processes.

By Manasi

Product Expert