Categorizing Bank Transactions & Reconciliation In Zoho Books
In this Zoho Books tutorial, we demonstrate the process of categorizing transactions and reconciling bank accounts. We cover handling discrepancies, adjusting categorization, and deleting manually added payments to correct errors. TIME STAMPS 0:00 Intro 0:24 Categorizing Bank Transactions 11:52 Reconciling Bank Account
Creating A Custom Sync To Zoho Analytics via Deluge
In this in-depth video tutorial, we guide you step-by-step through importing and synchronizing CRM pipeline stages using Deluge for enhanced data insights that will be set to an automated schedule. ? TIME STAMPS ? 0:00 Intro and Setup 3:59 Pull Pipeline Information From The CRM 12:51 Prepare Data For Entry Into Analytics 16:57 Send Data […]
Using Zoho Survey Responses to Kickstart A Campaign Workflow
In this video, we explain how to enter a contact into a Zoho Campaigns workflow using Zoho Survey as a trigger. Follow this step-by-step guide to integrate the survey with the CRM and create a segment plus a workflow based on that integration. ? TIME STAMPS ? 0:00 Intro 0:50 Survey Setup & Connections 1:31 […]
The Ultimate Guide to Configuring & Optimizing Zoho Inventory
Streamline your inventory management with this Zoho Inventory tutorial. Discover key settings, SKU management techniques, e-commerce integrations, and reporting tools to enhance your business operations. ? TIME STAMPS ? 0:00 Intro 1:33 General Setting 8:27 Customers & Vendors 9:42 Items 17:43 Unit Of Measurements 19:54 Sales Orders 21:12 Currencies, Exchange Rate, & Taxes 22:29 Invoice […]
Managing Accounting & Physical Stock Levels In Zoho Inventory
In this video, we explore the differences between accounting and physical stock in Zoho Inventory and demonstrate how various transactions impact stock levels. Learn how to manage and balance your stock accurately with tips on inventory adjustments and optional transactions. ? TIME STAMPS ? 0:00 Intro 1:35 Purchase & Sales Transactions Impact on Stock 3:20 […]
Shopify To Zoho Inventory Integration & Automation
? TIME STAMPS ? 0:00 Intro 0:43 ?️ Integration & Set-Up 4:02 ? Create A Chart Of Accounts In Zoho Books 5:28 ? Create Custom Function For Payment & Invoice Record 9:26 ? Create Workflow Rule For New Shopify Order 12:36 ? Create Workflow Rule In Zoho Flow For Fulfillment Automation
