Learn to Set Up Zoho Books/Zoho Invoice - The Workflow Academy

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Understanding the Zoho Finance Suite 2 Topics

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Think of the Zoho Finance Suite as One Application

Think of Zoho Invoice as the “Free Plan” for Zoho Books

Basic Managing of Sales + Invoices 7 Topics

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Our Initial Use Case

The Lifecycle of Getting Paid in Zoho Invoice

Customers in Zoho Books

Items in Zoho Books

Creating and Approving Our Estimate

Converting Estimates into Invoices

Why Didn’t We Use Recurring Invoices or Subscriptions?

Time-Tracking + Retainer Invoices 4 Topics

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Intro to Retainer Invoices

Introducing Time-Tracking

Creating Invoices from Timesheet Entries

You’ve Hit the Limits of Zoho Invoice

Paying Money (Expenses & Bills) 4 Topics

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Introducing Our Use Case

Manually Logging Expenses + Bills

Printing Checks in Zoho Books

Chart of Accounts + Journal Entries

Reporting & Analytics 1 Topic

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Profit & Loss, Balance Sheet, and Cash Flow, and other Default Reports

Workflow Rules + Automated Emails 2 Topics

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If You’re Familiar with CRM, You’re Familiar with These!

Automated Email Templates

Payment Gateways 2 Topics

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Allowing Customers to Pay Online

How to Enable Payment Gateways on Transactions

CRM – Zoho Books Integration 5 Topics

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Intro to the CRM – Books Integration

Setting Up the Integration (Don’t Screw It Up!)

Misconceptions About the CRM – Books Integration

Integrations to Other Zoho Apps

Using Zoho Creator to Augment Zoho Books

Transaction Templates 2 Topics

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Understanding Zoho Books Transaction Templates

Enabling Full HTML Templates

Admin Settings and Customization 3 Topics

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Customization Settings

Approval Processes

Users and Roles

Customer Portal 2 Topics

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Intro to the Zoho Books Customer Portal

Should I Use a Customer Portal?

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Intro to Tax Items, Groups, Authorities, and Reporting

To Use Avalara, or Not to Use Avalara

Quick Hits of More Advanced Info 6 Topics

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Understanding Bank and Credit Card Feeds

How do I Track Inventory?

Quickbooks “Classes”/Reporting Tags

Can I Use Zoho Books If I’m Not in the US?

Migrating from Other Accounting Platforms