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

Reading Time: 3 minutes 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

Reading Time: < 1 minute 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: Migration Checklisthttps://bit.ly/3w3idTd QB to Zoho Migration Quirks and Checklisthttps://bit.ly/3dyBXrD QB to Zoho Migration Quirkshttps://bit.ly/3C66N4M 🎬 TIME STAMPS 🎬0:00 Intro0:22 Agenda0:43 What Is Zoho Books?1:03 Key Step 1:[…]

Zoho Books Full Product Tutorial – 2022

Reading Time: < 1 minute Want to learn about Zoho Books? You’ve come to the right video! This video covers all the core essentials of Zoho’s online accounting software. Use the timestamps below to learn more about this product’s various tools. And be sure to check out our other resources for more advanced tutorials on Zoho Books and other Zoho[…]

Intro to Advanced Analytics for Zoho Books

Reading Time: 6 minutes Last week we had the pleasure of working with the Zoho CPA and finance divisions on putting together this webinar. If you are a CPA, accountant, or bookkeeper, be sure to check out the zoho.com/cpa division for partner opportunities. Regardless of whether you are a CPA, this session is extremely valuable for getting the most[…]

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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

Senior Developer

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.