Live webinars
Join our experts for live, interactive webinar sessions to help you understand how Zoho Books can benefit your business.
On-demand webinars
Webinars designed to help businesses understand the fundamentals of Zoho Books.
Expert talks
Get tips and tricks on managing your accounts efficienlty from the experts in the field.
Zoho Books - A guided tour
By Hariharan G, Product Expert
This one-hour session is designed to help businesses to get started with Zoho Books. During the session, we'll guide you through the process of setting up your Zoho Books organization, creating business transactions, reconciling your bank accounts, generating business reports, Sales Tax handling and other essential business functions. By the end of the session, you will have a solid understanding of how you can get start using Zoho Books for your business accounting.
By Hariharan G
Product Expert
Migrating to Zoho Books from other accounting systems
By Joshua G, Product Expert
In this webinar, you will get a complete walkthrough of how to migrate to Zoho Books from your previous accounting system. During this session, you will learn about the two methods of getting your past data into Zoho Books, exporting and importing sales and purchase data, accounts receivable, accounts payable, chart of accounts, customer and vendor lists, and more. There will also be a Q & A session to get all your questions answered.
By Joshua G
Product Expert
20 Mins
Fueling customer success: The power of Zoho Books and Zoho Desk integration
By Aswin Sakthivel, Product Expert, Zoho Books
In this webinar we will deep dive into the power of the Zoho Books and Zoho Desk integration. This webinar will navigate you through the blend of financial and customer support functions, showcasing streamlined ticket billing, enhanced customer experiences, and the mechanics of integration. By the end of this webinar, you'll grasp the transformative potential of integrating these platforms, setting you on a path to optimize your business processes.
By Aswin Sakthivel
Product Expert, Zoho Books
35 Mins
Streamline your Inventory Management with Zoho Books
By Shireen Farhana, Product Expert, Zoho Books
In this webinar, we will take a comprehensive look at the various inventory tracking functionalities offered by Zoho Books, covering everything from setting up your inventory items and managing stock levels to handling purchases, sales, order fulfillment, and the seamless integration of online sales channels. Whether you're a small business owner looking to gain better control over your inventory or seeking to improve your organization's inventory management processes, our webinar is tailored to equip you with the insights to make the most of Zoho Books.
By Shireen Farhana
Product Expert, Zoho Books
24 Mins
Optimize your Project Accounting with Zoho Books - Part 2
By Sara Cherian, Product Expert, Zoho Books
This session is Part 2 of our Zoho Books webinar series on the Projects module. Watch now to explore seamless integration with Zoho Projects and discover how to handle invoicing, expenses, and financial transactions effortlessly. You'll learn how to maximize the power of the Projects module to boost project management efficiency, drive financial transparency, and accelerate business growth.
By Sara Cherian
Product Expert, Zoho Books
26 Mins
Optimize your Project Accounting with Zoho Books - Part 1
By Sara Cherian, Product Expert, Zoho Books
This session walks you through the valuable functionalities of the Projects module in Zoho Books. You'll learn how to streamline project setup, task assignment, progress monitoring, and report generation. Watch now to unlock the full potential of Zoho Books for seamless project management.
By Sara Cherian
Product Expert, Zoho Books
60 Mins
Intro to Zoho Books and Migrating Accounting Systems
By Val Steed, Director Accountants, Zoho Corp
By Nathan Rodgerson, Senior Accountant Development Manager, Zoho Corp
By Tyler Colt, Executive Vice President, Zenatta Consulting
In this recorded session, participants will see a live demo that will walk through the tools and resources Zoho Books has to offer.
After the walkthrough, participants will learn about the process for migrating accounting systems, including exporting and importing sales and purchase data, Accounts Receivable, Accounts Payable, Chart of Accounts, customer and vendor lists, and more.
By Val Steed
Director Accountants, Zoho Corp
By Nathan Rodgerson
Senior Accountant Development Manager, Zoho Corp
By Tyler Colt
Executive Vice President, Zenatta Consulting
90 Mins
Guide to Paycheck Protection Program (PPP) Loan Forgiveness
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan R, Marketing Manager, Zoho
In this video we will take a deep dive into the PPP loan forgiveness form, cover the latest updates and potential complications in lone forgiveness.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan R
Marketing Manager, Zoho
56 Mins
Financial Analytics: Empowering businesses at every stage of growth
By Ashwinth S, Marketing Analyst
This webinar talks about multi-org consolidation, forecasting cash flows and key finance KPIs, profit analysis, blending finance with non-finance data for cross functional insights, and a lot more.
By Ashwinth S
Marketing Analyst
60 Mins
Guide to managing client's business financials effectively
By Val Steed, Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan R, Marketing Manager, Zoho
In this video, we will take a look at the latest updates in Zoho Books and discuss how the application is tailored to help accountants manage their clients' businesses, small or large, effortlessly.
By Val Steed
Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan R
Marketing Manager, Zoho
56 Mins
Why do accounting firms need a CRM system
By Ty Hendrickson, CPA, Founder of Sales Seed.
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Talha Baqar, Program Manager, Zoho
Ty Hendrickson, CPA will talk on how Implementing the right CRM in an accounting firm can be the secret to success.
By Ty Hendrickson
CPA, Founder of Sales Seed.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R
Marketing Manager, Zoho
By Talha Baqar
Program Manager, Zoho
42 Mins
Navigating tax complexity with Zoho Books and Avalara
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Jamee Dunn, Sr Strategic Alliance Manager, Avalara
By Mike Tribout, Sr Sales Executive, Avalara
In this webinar with Avalara, we dive into the challenges of sales tax compliances. Get an up-close look at how the integration between Zoho Books and Avalara can help you simplify your complex tax obligations and finance operations. We'll review the cost of manually managing your tax obligations, and when a business should implement tax automation software.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R
Marketing Manager, Zoho
By Jamee Dunn
Sr Strategic Alliance Manager, Avalara
By Mike Tribout
Sr Sales Executive, Avalara
60 Mins
Accounting and Finance Basics for Entrepreneurs
By Salvatore Russo, Partner, Presti and Naegle Accounting Consultants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan R, Marketing Manager, Zoho
In this video we walk you through the basics of forming your business, choosing the right entity structure, reviewing and understanding financial reports, and how to use accounting software to help you to manage your business.
By Salvatore Russo
Partner, Presti and Naegle Accounting Consultants
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan R
Marketing Manager, Zoho
60 Mins
Setting Up and Migrating Accounting Systems, by Joshua Bleznick
By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Talha Baqar, Program Manager, Zoho
Watch this video to learn learn what a business needs to consider while setting up and migrating accounting systems. This session is useful for new and existing business owners who are considering a new accounting system and also for bookkeepers or accountants who are interested in discussing a new accounting system with their clients.
By Joshua Bleznick
Consultant, Presti & Naegele Accounting Consultants
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R
Marketing Manager, Zoho
By Talha Baqar
Program Manager, Zoho
60 Mins
Demystifying Sales & Use Tax, Presented by Avalara
By Scott Peterson, VP of US Tax Policy and Govt. Relations at Avalara.
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Talha Baqar, Program Manager, Zoho
In this webinar, Scott Peterson, VP of US Tax Policy and Govt. Relations at Avalara, offers a masterclass on Sales and Use Tax in the United States. Watch this video to learn about the South Dakota v. Wayfair, Inc. ruling, economic nexus, exemption certificates and more.
By Scott Peterson
VP of US Tax Policy and Govt. Relations at Avalara.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R
Marketing Manager, Zoho
By Talha Baqar
Program Manager, Zoho
60 Mins
Why do accounting firms need a CRM system- By Ty Hendrickson CPA
By Ty Hendrickson, CPA, Founder of Sales Seed.
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R, Marketing Manager, Zoho
By Talha Baqar, Program Manager, Zoho
Ty Hendrickson, CPA will talk on how Implementing the right CRM in an accounting firm can be the secret to success.
By Ty Hendrickson
CPA, Founder of Sales Seed.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Nathan R
Marketing Manager, Zoho
By Talha Baqar
Program Manager, Zoho
90 Mins
Integrating Sales and Finance in the Cloud - Zoho CRM and Finance
By Susan Clark, Zoho Advanced Solution Partner
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan Rodgerson, Marketing Manager, Zoho
This session will do a deep dive into Zoho CRM and the Zoho Finance suite to learn how to setup the integration and how to maximize its usefulness.
By Susan Clark
Zoho Advanced Solution Partner
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan Rodgerson
Marketing Manager, Zoho
60 Mins
Solutions for working from home for accountants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan Rodgerson, Marketing Manager, Zoho
With working from home becoming a norm, we have Val Steed, Talha Baqar and Nathan Rodgerson discussing tips and solutions to make working from home effective.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan Rodgerson
Marketing Manager, Zoho
60 mins
Best practices for migrating accounting systems
By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan Rodgerson, Marketing Manager, Zoho
Learn all about the process for migrating accounting systems, including export and import of sales and purchase data, Accounts Receivable, Accounts Payable, Chart of Accounts, customer and vendor lists, and more.
By Joshua Bleznick
Consultant, Presti & Naegele Accounting Consultants
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan Rodgerson
Marketing Manager, Zoho
66 mins
How to set up a new accounting system
By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan Rodgerson, Marketing Manager, Zoho
In this session, Zoho Books Advisor Joshua Bleznick talks about everything a business needs to consider when setting up their books. This session is perfect for new and existing business owners who are considering a new accounting system, and bookkeepers or accountants who are interested in discussing a new accounting system with their clients.
By Joshua Bleznick
Consultant, Presti & Naegele Accounting Consultants
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan Rodgerson
Marketing Manager, Zoho
60 Mins
Essential business survival guide during COVID-19
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Vijay Sundaram, Product Expert
In this recorded session, we speak about the fundamentals of company management during the COVID-19 crisis.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Vijay Sundaram
Product Expert
54 Mins
Understanding the updated CARES Act for SMBs - Webinar | Zoho Books
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan R, Marketing Manager, Zoho
Learn all about the fundamentals of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) from our experts.
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan R
Marketing Manager, Zoho
60 Mins
Navigating the PPP and EIDL - presented by Andrew Presti, Senior Partner at Presti and Naegle Accounting Consultants
By Andrew Presti, Senior Partner, Presti and Naegle Accounting Consultants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan R, Marketing Manager, Zoho
In this session, Andrew Presti, Senior Partner at Presti and Naegle, talks about the Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL). This session will cover the loan application process, PPP loan forgiveness process and tax implications of COVID loans.
By Andrew Presti
Senior Partner, Presti and Naegle Accounting Consultants
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan R
Marketing Manager, Zoho
60 Mins
Navigating the PPP and EIDL - presented by Salvatore Russo, Partner at Presti and Naegle Accounting Consultants
By Salvatore Russo, Partner, Presti and Naegle Accounting Consultants
By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar, Program Manager, Zoho
By Nathan R, Marketing Manager, Zoho
Learn about the United State's SBA's Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL). This session will cover the PPP and EIDL loan application process, PPP loan forgiveness process and tax implications of COVID loans.
By Salvatore Russo
Partner, Presti and Naegle Accounting Consultants
By Val Steed
CPA, CITP, MAcc - Director Accountants, Zoho
By Talha Baqar
Program Manager, Zoho
By Nathan R
Marketing Manager, Zoho
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