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How To Connect Zoho Books Bank Feeds Using Plaid & Yodlee

This video tutorial demonstrates how to connect your bank feeds to your Zoho Books application using either Plaid or Yodle. The video covers the following steps: Plaid Setup Yodlee Setup Troubleshooting If you encounter any issues connecting your bank feeds to Zoho Books, please refer to the Zoho Books Help Center for troubleshooting tips.

Zoho Books Full Product Tutorial

Product Overview Zoho Books is a versatile accounting software that provides businesses with a suite of tools to manage their financial health. With its intuitive interface and integration capabilities, it offers a comprehensive view of the company’s finances and operational efficiency. In this section, let’s here is a quick overview of Zoho Books: Home Page […]

Benefits of Reconciling Your Bank and Credit Card Accounts in Zoho Books

Optimal financial management goes beyond mere tracking; reconciling bank and credit card accounts in Zoho Books safeguards your transaction accuracy and integrity. Why Reconciliation is a Non-Negotiable While Zoho Books pulls in your bank transactions and balances in real-time, ensuring consistent and error-free records calls for periodic reconciliation. Dodging the Duplicate Transaction Bullet Keep Tabs […]

Automating Your Invoicing: How Zoho Books Streamlines Your Billing Process

When it comes to automation, achieving a seamless invoicing process should be as straightforward as clicking a button. Yet, not all business platforms are crafted with equal finesse or offer the same potential to construct the automation you require. Fortunately, Zoho Books emerges as a reliable ally, furnishing the indispensable tools you need to sculpt […]

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

Enable ACH Bank Payments In Zoho Books

YouTube thumbnail featuring the title 'Enable ACH Bank Payments In Zoho Books,' Zoho Books and Zoho Analytics icons, and an animated image of Tyler Colt who created the tutorial.

Are you considering offering your customers the option to pay via ACH bank transfer while also saving on payment processing fees? Tyler is once again guiding you through the steps to make this “set it and forget it” connection. Code Share Mentioned: Deluge Training:

5 Key Things To Know For Integrating Zoho CRM and Zoho Books

5 Key Things To Know For Integrating Zoho CRM and Zoho Books

Tyler covers the 5 most important things to keep in mind when integrating Zoho CRM and Zoho Books. While it might seem simple to set up at first, there are some key points that may slip under the rug without deeper consideration. Ask yourself these questions and watch the video for a visual guide to setting […]

How To Migrate From QuickBooks Into Zoho Books

How To Migrate From QuickBooks Into Zoho Books

In this video, John walks through all steps needed to migrate your data from QuickBooks to Zoho Books. Here are the resources that I discussed in this video: TIME STAMPS0:00 Intro0:22 Agenda0:43 What Is Zoho Books?1:03 Key Step 1: Clean, Clean, Clean2:20 Key Step 2: Export Your Data3:18 Key Step 3: Data Normalization5:08 Key Step […]

Chart of Accounts in Zoho Books

chart of accounts in zoho books

This video on chart of accounts was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here:

Sales Process in Zoho Books

sales process in zoho books

This video on sales process was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here:

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.