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How Zoho Books Works: Manage Finances Efficiently with Zoho Books
Discover how Zoho Books simplifies accounting for businesses of all sizes. From invoicing and expense tracking to bank reconciliation and detailed financial reporting, this guide explores every feature Zoho Books offers. Learn about its customizable dashboard, seamless data migration, integrations, and more. Ready to take control of your finances? Start with Zoho Books today!
Chapters:
0:26 Accessing Zoho Books
0:56 Plans and Subscriptions
1:49 Migrating from Other Software
2:25 Dashboard: Your Financial Hub
3:29 Setting Up Opening Balances
3:47 Customizing Zoho Books for Your Business
5:10 Creating and Managing Invoices
5:53 Handling Sales and Purchase Transactions
6:18 Accountant Module
6:47 Configuring Advanced Settings
7:11 Banking Module
7:35 Time Tracking with Timesheets
7:52 Document Management
8:12 Enhancing Client Collaboration with the Customer Portal
8:30 Integration Capabilities
8:56 Generating Reports
9:51 Outro

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