Learn to Set Up Zoho Books/Zoho Invoice
Understanding the Zoho Finance Suite
2 Topics
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
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
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
Introducing Our Use Case
Manually Logging Expenses + Bills
Printing Checks in Zoho Books
Chart of Accounts + Journal Entries
Reporting & Analytics
1 Topic
Profit & Loss, Balance Sheet, and Cash Flow, and other Default Reports
Workflow Rules + Automated Emails
2 Topics
If You’re Familiar with CRM, You’re Familiar with These!
Automated Email Templates
Payment Gateways
2 Topics
Allowing Customers to Pay Online
How to Enable Payment Gateways on Transactions
CRM – Zoho Books Integration
5 Topics
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
Understanding Zoho Books Transaction Templates
Enabling Full HTML Templates
Admin Settings and Customization
3 Topics
Customization Settings
Approval Processes
Users and Roles
Customer Portal
2 Topics
Intro to the Zoho Books Customer Portal
Should I Use a Customer Portal?
Tax
2 Topics
Intro to Tax Items, Groups, Authorities, and Reporting
To Use Avalara, or Not to Use Avalara
Quick Hits of More Advanced Info
6 Topics
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
Payroll
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Integrations to Other Zoho Apps
Learn to Set Up Zoho Books/Zoho Invoice
CRM – Zoho Books Integration
Integrations to Other Zoho Apps
Automating Zoho Books Actions from Zoho CRM.
Remember, don’t use the Zoho Campaigns Integration.
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Learn to Set Up Zoho Books/Zoho Invoice
CRM – Zoho Books Integration
Integrations to Other Zoho Apps
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