Zoho Books

Getting started wtih Zoho Books

How to specify item prices in currencies other than your base currency
Simply create a price list and select the option Enter rate individually. Here, select the desired currency and go on to specify the individual prices for e...
Mon, 21 May, 2018 at 12:47 PM
How to record expenses
Click the Quick Create icon from the Expenses module (under "Purchases" tab). Enter the expense details such as Date, Expense Account, Paid T...
Mon, 21 May, 2018 at 12:53 PM
How to process Payments
Invoice Payment: Click the Record Payment button from the invoice details page. Enter the Amount Received from the customer. Update payment details...
Mon, 21 May, 2018 at 12:58 PM
How to manage your customers and vendors
Click the Quick Create icon from the Contacts module to add new clients. Filter the contacts and vendors by clicking the "All Contacts" drop-...
Mon, 21 May, 2018 at 1:03 PM
How to manage your customers and vendors
Click the Quick Create icon from the Contacts module to add new clients. Filter the contacts and vendors by clicking the "All Contacts" drop-...
Mon, 21 May, 2018 at 1:03 PM
How to manage your customers and vendors
Click the Quick Create icon from the Contacts module to add new clients. Filter the contacts and vendors by clicking the "All Contacts" drop-...
Mon, 21 May, 2018 at 1:03 PM
How to generate reports and see how your business is doing
Click the Reports module from the navigation panel. Select a report from the left panel. You can choose your preferred Date Range. Click on Ru...
Mon, 21 May, 2018 at 1:07 PM
How to create and send invoice
Create Invoice: 1. Click the Quick Create icon from the Invoices module (under Sales tab). 2. Fill the invoice fields in the New Invoice page. Custom...
Mon, 21 May, 2018 at 1:10 PM
How to bring in opening balances
While migrating from existing accounting software to Zoho Books, you need to ensure that the transition is flawless, that all prevailing data such as journa...
Mon, 21 May, 2018 at 1:14 PM