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What You May Need to Know About Zoho Books -- Part 2

Jun 17th 2016
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In the second of a three-part video tutorial, accounting technology guru Greg Lam explores how Zoho Books handles importing functions, as well as categorizing and reconciling bank transactions. 

To review, Zoho Books has been around for several years and continues to build out its product offerings and functionality, but perhaps not quite to the fanfare of its competitors. Once again, accounting technology guru is here in this video series to explain how Zoho Books works, all of its benefits and its comparative shortcomings.

It should be noted that unlike desktop software, web-based accounting and financial products like Zoho Books receive regular updates so some of the screens and specific product features may have already been updated.

More importantly, these videos are not meant or designed to be promotional in any way, nor are they paid for by the vendor in question. They are meant to offer a fair view of the product, particularly for those unfamiliar with them, so you can make an informed decision for your firm or your clients' use.

I will let Greg handle the rest from here:

Greg Lam will be a speaker at Accountex USA 2016 in November. AccountingWEB and Accountex have partnered to bring you this content as we share a belief in the furtherment of the profession through greater insights.

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By Allen
Aug 19th 2016 08:04 EDT

The Match and Categorize transactions have been updated in Zoho Books with several new features.

Help Doc Link:

Try it out! :)

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