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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-demand webinars Expert talks
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

30 Mins

Getting started with MTD for VAT in Zoho Books

By Robin Pal V, Product Marketing Associate

By Chandrasekar S, Product Expert, Zoho Books

MTD, is an HMRC initiative designed to make the UK government one of the most digitally advanced tax administrations globally. Come April 1, 2022, VAT-registered businesses in the UK with a turnover threshold of £85,000 have to digitize their financial records.

If you're making this transition, this webinar is for you. The webinar covers the regulation on MTD for VAT in the UK, as well as how you can use Zoho Books to run your business and file VAT returns to HMRC.

Robin Pal V

By Robin Pal V

Product Marketing Associate

Chandrasekar S

By Chandrasekar S

Product Expert, Zoho Books

45 Mins

Making Tax Digital (MTD) for VAT – Is your business ready?

By Robin Pal V, Product Marketing Associate

By Arnold Ayton, Director, Spondoo Accountants

MTD is an HMRC initiative to become one of the most digitally advanced tax administrations globally. Come 1 April 2022, VAT-registered businesses in the UK with a turnover threshold of £85,000 have to digitize their financial records.

If you're making this transition, this webinar is for you. The webinar covers the full scope of MTD rules and speaks to what businesses should undertake to become MTD compliant.

Robin Pal V

By Robin Pal V

Product Marketing Associate

Arnold Ayton

By Arnold Ayton

Director, Spondoo Accountants

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.

Ashwinth S

By Ashwinth S

Marketing Analyst

60 Mins

How to move from Xero to Zoho Books

By Arnold Ayton, Director, Spondoo Accountants

By Diksha Uniyal, Product Expert, Zoho Books

Choosing the right accounting software for your financial operations is crucial. While it might be easier to stick to your existing accounting software and overlook the problems you face, why settle for less?
In association with our partner Spondoo Accountants, a team of chartered and certified accountants and bookkeepers, we bring you a step-by-step guide to migrating from Xero to Zoho Books!

Arnold Ayton

By Arnold Ayton

Director, Spondoo Accountants

Diksha Uniyal

By Diksha Uniyal

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