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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.

On-boarding Webinars

Get tips and tricks on managing your accounts efficienlty from the experts in the field.

Product Tour On-boarding webinars On-demand webinars Expert talks
Alternate Wednesdays
11:30 AM & 5:30 PM IST

Zoho Books - A guided tour

By Tanisha Choudhury, Product Expert

This webinar covers all you need to know to make your business accounting smart and simple. Join this session to explore the capabilities of Zoho Books. By the end of this session, you will be able to create your organization's profile, configure taxes, invite users, generate an end to end transaction, personalise your profile, and be informed about everything Zoho Books can offer to streamline your business finance and operations. Save your spot now!

Alternate Wednesdays:11:30 AM & 5:30 PM IST
Tanisha Choudhury

By Tanisha Choudhury

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.

Aswin Sakthivel

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.

Shireen Farhana

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.

Sara Cherian

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.

Sara Cherian

By Sara Cherian

Product Expert, Zoho Books

72 Mins

Reimagining Business Finance
SELISE's Digital Transformation Journey

By Julian Weber, CEO, SELISE Digital Platforms

By Reshma Roy, Head of Marketing, Zoho Finance Suite

According to Serrala's survey, 49% of organisations lack a digital transformation strategy, and 45% are facing internal resistance to change. This stat call outs the attention of businesses towards the importance of adoption and acceleration of digital transformation for their firms, especially Finance - the core of any business. In this webinar, we aim to share various ways through which companies across the globe can streamline their financial operations by adopting newer and more efficient technologies.

Julian Weber

By Julian Weber

CEO, SELISE Digital Platforms

Reshma Roy

By Reshma Roy

Head of Marketing, Zoho Finance Suite

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.

Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

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.

Susan Clark

By Susan Clark

Zoho Advanced Solution Partner

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

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.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

Alternate Wednesdays
11:30 AM & 05:30 PM IST

Getting started with Zoho Books

By Archana Puthumana, Product Expert

Join us for an extensive 2-hour webinar, focused on setting up and customizing Zoho Books to meet your specific business needs. During this session, you will gain insights into leveraging collaboration tools to enable seamless interactions with customers, vendors, accountants, and other users within your Zoho Books organization. Additionally, you will discover integration possibilities with essential Zoho apps and various other third-party apps. Explore strategies for optimizing your business processes through automation within Zoho Books.
The session will be structured into three simple sections:
1. Getting Started
Get acquainted with all the necessary steps to start using Zoho Books. This section covers the fundamental setup aspects, including configuring your chart of accounts and importing contacts and items to ensure readiness for your first transactions.
2. Customization and Collaboration Features
Discover how to personalize Zoho Books to align with your business specifics. Learn customizing transaction PDFs, managing email notifications, and establishing approval processes for transactions. Explore the setup of collaboration features, facilitating seamless interactions with customers, vendors, and team members.
3. Integration Setup and Task Automation
Explore Zoho Books' range of integrations and understand how to set them up effectively. Finally, learn to automate routine tasks by implementing workflow rules, simplifying your day-to-day operations.

Alternate Wednesdays:11:30 AM & 05:30 PM IST
Archana Puthumana

By Archana Puthumana

Product Expert

Alternate Tuesdays
11:30 AM & 05:30 PM IST

Migration of data from other systems to Zoho Books

By Archana Puthumana, Product Expert

This webinar will guide you through migrating to Zoho Books. It will cover the sequence for importing data, preparing compatible import files, and key tips for a smooth migration. Topics include importing opening balances for accounts, customers, vendors, and items, as well as mapping and importing invoices, bills, and their payments. The session will end with a live Q&A to address any questions you may have.

Alternate Tuesdays:11:30 AM & 05:30 PM IST
Archana Puthumana

By Archana Puthumana

Product Expert

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