Introduction, Sign‑in & Profile Setup
Welcome to the first session of our comprehensive 6-hour Zoho Books training series! 🚀 In this introductory video, we walk you through the essential first steps to get your business accounting up and running. We use a practical case study (Niger Craft Work Limited - NCL) so you can follow along in real-time.
In this session, you will learn:
✅ How to sign up for Zoho Books and navigate the dashboard (books.zoho.com)
✅ How to add a new organization to an existing account
✅ How to configure your Organization Profile, including uploading your logo and setting up your official business address
✅ How to add custom fields (like Pay ID or License Numbers) to your profile
✅ How to customize your invoices using dynamic placeholders for a professional look
🔔 Don't forget to SUBSCRIBE and hit the bell icon to catch the rest of this 6-hour series!
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LOCATION AND CONFIGURATIONS
Running a business with multiple branches or warehouses? 🏢 This video is your complete guide to setting up Business Locations and Warehouses in Zoho Books. We walk you through the entire configuration process so you can track inventory and sales across different sites seamlessly.
In this tutorial, you will learn:
✅ How to enable the Locations feature for multi-branch operations
✅ The difference between a Business Location (sales + inventory) and a Warehouse (inventory only)
✅ How to set up a new location (using the Abuja Showroom as a case study)
✅ How to assign physical addresses and primary contacts for accountability
✅ How to create custom Transaction Series with prefixes (e.g., "ABJ/") to easily identify which branch generated an invoice
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TAX SETTINGS
Getting your taxes right is critical for any business. 💰 This video is a complete walkthrough of configuring tax settings in Zoho Books, covering everything from basic VAT to advanced TDS (Tax Deducted at Source) rules. Whether you're dealing with local sales, vendor payments, or digital services, this tutorial has you covered.
In this tutorial, you will learn:
✅ How to create a new VAT tax and set the correct percentage
✅ How to enable and configure TDS (Tax Deducted at Source) , including options for customers and vendors
✅ How to use the TDS Override feature to manually adjust calculated amounts
✅ How to enable Reverse Charge for purchases
✅ How to manage tax tracking accounts (grouped vs. separate input/output VAT)
✅ How to configure Tax Overrides on specific transactions
✅ How to track taxes for Digital Services sold to overseas customers
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ZOHO BOOK INTERFACE
New to Zoho Books? Feeling overwhelmed by the interface? 🖥️ This video is your ultimate tour of the Zoho Books dashboard and navigation system. We walk you through every key component so you can find what you need quickly and manage your accounting with confidence.
In this tutorial, you will learn:
✅ How to navigate the Homepage & Dashboard for a real-time financial snapshot
✅ How to use the Search Bar to find vendors, invoices, and bills instantly (with drop-down filters!)
✅ How to use the Quick Create button to generate invoices, items, and users in seconds
✅ A complete breakdown of the Left-Hand Sidebar Modules (Sales, Purchases, Banking, Reports, and more)
✅ Where to find Learning Resources in the "Get Started" section
✅ How to manage your Subscription Plan & Notifications from the top-right settings area
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CONNECTING BANK MANUALLY
Setting up your banking and item management correctly is the backbone of accurate accounting. 🏦📦 In this training tutorial, we walk you through the essential configuration steps for banking and item settings in Zoho Books.
Please note: Since automatic bank feeds aren't currently supported for Nigerian banks, we'll cover the manual setup process in detail.
In this tutorial, you will learn:
✅ How to manually add bank accounts (including multi-currency accounts like USD)
✅ How to designate a Primary Account for faster transaction processing
✅ How to link bank accounts to specific business locations
✅ How to configure General Item Settings in Zoho Books
✅ Whether to allow Duplicate Item Names (and why SKUs become critical)
✅ How to enable Item Search for quick keyword-based lookup
✅ A brief introduction to Inventory Tracking (and why we're saving it for later)
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Q&A
Got questions about onboarding new clients in Zoho Books? 🤔 This Q&A session from our June 2026 training tackles one of the most common questions: How do I use the training worksheet to set up new client accounts?
In this session, we discuss the practical application of the training materials and clarify common misconceptions about client onboarding.
In this video, you will learn:
✅ Whether the provided worksheet can serve as a formal client setup checklist
✅ Why there's no "one-size-fits-all" workflow for all clients
✅ How to customize your approach based on each client's unique requirements
✅ Key information to request from new clients (branch locations, bank details, invoice numbering, accounting periods, and reporting bases)
✅ Why practice is the best teacher – and how to move beyond templates as you gain experience
🔔 Don't forget to SUBSCRIBE and hit the bell icon for more Zoho Books training sessions!
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TAX REPORTING EXPLANATION
Want to track expenses by department or cost center? 🏷️ This video is your complete guide to using Tags in Zoho Books. Learn how to categorize transactions by production, admin, sales, logistics, and more – giving you powerful filtering capabilities for better financial oversight.
In this tutorial, you will learn:
✅ How to set up Tags in Settings > Tags
✅ The difference between Transaction-level and Line-item level tagging
✅ How to create and configure tag options (e.g., Production, Logistics)
✅ How to use Tags for detailed report filtering by department
✅ The key difference between Tags vs. Locations (and why Locations are limited on Premium plans)
✅ How to mark your tag as "Ready" to start using it in your account
🔔 Don't forget to SUBSCRIBE and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
USER AND ROLES
Managing team access is critical for security and operational efficiency. 🔐 This video is your complete guide to setting up Users and Roles in Zoho Books. Learn how to control who sees what, from full admin access to restricted staff permissions.
In this tutorial, you will learn:
✅ The 4 Default Roles in Zoho Books (Admin, Staff, Staff Assigned, Time Sheet Staff)
✅ How to create a Custom Role (e.g., Finance Manager) from scratch
✅ How to define specific permissions for transactions, banking, reports, and more
✅ How to control access to settings, dashboard widgets, and accounting features
✅ How to use the Clone feature to duplicate and fine-tune existing roles quickly
✅ Best practices for assigning the right role to the right team member
🔔 Don't forget to SUBSCRIBE and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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CUSTOM FIELD
This video serves as a training guide for managing users and custom fields within Zoho Books. The instructor covers the process of adding new users, assigning roles, and creating custom fields to capture specific employee information.
Key Highlights:
👤 Inviting Users: Demonstrates how to invite a new user, select their role, and assign them to specific or all business branches. Once invited, the user's status remains "invited" until they accept the invitation and log in.
📝 Adding Custom Fields: Enhance user profiles by adding custom fields (e.g., "Qualification"). The process involves:
Defining the field type (e.g., text)
Setting privacy preferences and validation rules
Deciding if the field is mandatory for user profiles
⚙️ Navigating Settings: Notes that inventory settings are managed under Zoho Inventory rather than the current settings module. The video concludes by mentioning that the next training module will focus on the Chart of Accounts.
Contact Us:
For inquiries, collaborations, or private tutoring, feel free to reach out:
📞 Phone: 07039071685
📧 Email: Brattlemulticoncepts@gmail.com
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CHART OF ACCOUNT
In this comprehensive tutorial, we walk you through everything you need to know about setting up and managing the Chart of Accounts in Zoho Books.
🔍 What You'll Learn:
Understanding Default Accounts
Zoho Books comes with a pre-built set of default accounts. Some are system-locked, meaning they cannot be deleted and offer limited editing options (primarily renaming), while others are fully user-definable and can be removed if they don't suit your business needs. We explain the difference so you know exactly what you can and cannot change.
Editing & Renaming Accounts
We demonstrate how to easily rename default tax accounts to reflect your organization's unique structure and terminology—ensuring your books speak your business language.
Creating New Accounts from Scratch
The core of this tutorial covers the step-by-step process of adding new accounts:
Selecting the appropriate account type (Fixed Asset, Expense, Income, Liability, etc.)
Assigning a clear and descriptive account name
Optionally adding an account code for better organization and reporting
We also show you how to use the "Add to Watchlist" feature, which allows you to pin important accounts to your dashboard for quick and convenient monitoring.
Practical Examples
To make it all relatable, we walk through real-world scenarios, including:
Creating a "Workshop Equipment" account under Fixed Assets
Setting up an "Office Supplies" expense account
Adding a "Marketing" expense account to track promotional spending
📧 Contact Us:
Have questions or need personalized assistance? Reach out to us:
Email: Brattlemulticoncepts@gmail.com
Phone: 07039071675
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IMPORT OF CHART ACCOUNT
Welcome to Brattle Multiconcepts!
In this practical tutorial, we show you exactly how to import a Chart of Accounts into Zoho Books using a CSV file. Whether you're migrating from another accounting system or setting up Zoho Books for the first time, this step-by-step guide will help you get your accounts into the system quickly, accurately, and without errors.
🔍 What You'll Learn:
Using Export & Sample Files for a Perfect Template
Before diving into the import, we recommend creating a few accounts manually in Zoho Books and exporting them. This gives you an accurate template showing the exact Account Types (Cash, Bank, Income, Expense, etc.) that Zoho Books recognizes. Using this export as your guide ensures your import file matches the system's requirements perfectly.
Preparing Your Data in a CSV File
We show you how to structure your CSV file to map your existing account names, codes, descriptions, and types correctly. The key to a smooth import is making sure your account types align with Zoho's predefined categories—we highlight common mismatches to watch out for and how to fix them before you start the import.
Handling Duplicate Accounts Like a Pro
When importing, you'll face a critical decision: what to do with accounts that already exist in your system. We demonstrate both options—skipping duplicates or overriding existing records. Using a real example, we show you how to choose the right option based on your business needs and account names.
Validation & Error Management Made Simple
After you attempt the import, Zoho Books will validate your file and highlight any accounts that couldn't be processed—often due to mismatched account types or formatting issues. We show you how to download the error log, understand what went wrong, fix the specific entries, and re-import them with confidence.
Final Outcome: Your Accounts Go Live
Once the import is successfully completed, your accounts will appear instantly in your Zoho Books Chart of Accounts list, ready for use in transactions, reports, and financial tracking.
📧 Contact Us:
Need help with your import or have questions? Reach out to us:
Email: Brattlemulticoncepts@gmail.com
Phone: 07039071675
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Zoho Books Tutorial: Fix Missing Account Codes & Clean Your Import Data
Welcome to Brattle Multiconcepts!
In this quick training session, we tackle a common challenge when preparing data for import into Zoho Books—missing account codes. We address a student's question about why some items in their practice dataset lack codes and walk through practical solutions to get your data import-ready.
🔍 In This Video:
Why Account Codes Go Missing
We explain that missing codes typically occur because those specific accounts don't yet exist in the current system—a simple fix once you know what to look for.
Data Preparation Best Practices
To ensure accurate financial reporting, we cover two essential steps:
Remove duplicate entries—cleaning your data before import prevents errors down the line
Verify every account has a code—methodically check that no account is left uncoded before importing into Zoho Books
Efficiency vs. Accuracy
While we demonstrate some shortcuts for the sake of time, we emphasize a critical point: when working with real client data, always take the time to thoroughly prepare your data. Rushing through data preparation can lead to errors in financial reports that are costly and time-consuming to fix later.
📧 Contact Us:
Email: Brattlemulticoncepts@gmail.com
Phone: 07039071675
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Zoho Books Chart of Accounts | Manage Default Accounts, Codes & Imports
The Chart of Accounts is the foundation of your accounting system. 📊 This video provides essential guidance on managing your accounts in Zoho Books – from handling default accounts to importing data without creating duplicates.
In this tutorial, you will learn:
✅ How to mark unused accounts as inactive (and when to rename instead)
✅ Why assigning account codes is critical for consistency
✅ Best practices for importing data – using account names as the primary identifier
✅ How to use the Override function to update existing records with new details
✅ How to avoid duplicate account names to prevent posting errors
✅ The difference between skipping and overriding existing entries during import
🔔 Don't forget to SUBSCRIBE and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Sub-Accounts | Organize Your Chart of Accounts
Take your Chart of Accounts to the next level with Sub-Accounts! 📂 This tutorial explains how to create a hierarchical account structure in Zoho Books to better reflect your business operations and improve financial reporting.
In this tutorial, you will learn:
✅ What Sub-Accounts are and how they work under a parent account
✅ How to link multiple cash locations (e.g., Abuja Cash, Lagos Cash) to a single Cash in Hand parent account
✅ Why account balances automatically aggregate to the parent level
✅ The account type constraint – sub-accounts must match the parent account type
✅ Which accounts cannot have sub-accounts (e.g., Bank Accounts)
✅ Why Tags are often a better alternative for tracking expenses like Admin, Marketing, and Selling costs
✅ How to use sub-accounts for Asset Tracking – calculating net book value (e.g., Motor Vehicle Cost + Accumulated Depreciation)
🔔 Don't forget to SUBSCRIBE and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Customers | How to Set Up & Manage Customer Profiles
Ready to start managing your customers in Zoho Books? 🤝 This training video by BMC TUTORS walks you through the entire process of setting up and managing customer profiles within the Sales module. Whether you have individual clients or large businesses, this tutorial has you covered.
In this tutorial, you will learn:
✅ How to navigate to the Sales module to access customer management
✅ How to create a new customer using the Plus (+) or New button
✅ The only mandatory field required to save a customer (Display Name)
✅ Optional but recommended details (email, phone, address, contact person)
✅ How to enable TDS/Tax settings for specific customers
✅ How to set up the Customer Portal so clients can view transactions and balances
✅ How to use Custom Fields and Tags to organize customer data
✅ A brief introduction to importing customers from Excel (for bulk uploads)
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Import Customers | Step-by-Step Guide for Bulk Uploads
Need to add dozens or hundreds of customers at once? 📥 This video by BMC TUTORS provides a complete step-by-step guide on how to import a customer list into Zoho Books – saving you hours of manual data entry!
In this tutorial, you will learn:
✅ Method 1: How to export your current customer list to use as a template
✅ How to format your external customer data to match Zoho Books column headers
✅ Method 2: How to upload your prepared file through the Import Customers section
✅ How to manually map your data columns (customer type, billing address, city, state, etc.)
✅ How to configure the "Skip" setting for duplicates to prevent redundant entries
✅ How Zoho Books verifies your data before the final import
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Vendors | How to Import & Manage Supplier Data
Managing your vendors and suppliers efficiently is key to smooth purchasing operations. 🏢 This training video by BMC TUTORS walks you through the entire process of managing vendors in Zoho Books – from individual creation to bulk imports.
In this tutorial, you will learn:
✅ Why using Zoho Books' templates is critical for successful bulk imports
✅ How to create a sample vendor and export it as a formatting guide
✅ How to add vendors one at a time (including opening balances)
✅ How to map your CSV columns to Zoho Books fields during import
✅ How to use the "Override" feature to update existing vendor records
✅ How to download and use the Error Report to fix failed imports
✅ A preview of the next topic: Managing Items (Products/Services)
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Customer Classification | Managing Schools, Branches & Hierarchies
Not all customers are the same – especially when you're managing schools with multiple classes or businesses with several branches. 🏫🏢 This training video by BMC TUTORS explores the best ways to classify and organize customers in Zoho Books for unique business models.
In this tutorial, you will learn:
✅ Why Tags are the recommended approach for managing students across different classes
✅ How to create a mandatory "Class" Tag for better reporting and filtering
✅ The Parent-Child Hierarchy method – setting a main customer and linking individuals under them
✅ How to use Customer Hierarchy for multi-branch businesses that invoice separately but pay as one entity
✅ Important limits and considerations when using customer hierarchies
✅ What's coming next: Moving on to Creating Items (Products/Services)
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Inventory Items | Create, Track & Manage Products
Inventory management is at the heart of many businesses. 📦 This training video by BMC TUTORS provides a practical, end-to-end guide on how to create, manage, and track inventory items within Zoho Books – including critical settings you don't want to miss!
In this tutorial, you will learn:
✅ How to create items (goods vs. services, units of measure, sales/purchase prices)
✅ The critical limitation – why you must enable tracking during creation
✅ How to enable Inventory Tracking in settings (FIFO vs. Weighted Average)
✅ How to associate items with specific inventory asset accounts
✅ How to add Custom Fields (e.g., color) to item records
✅ How to bulk import items using sample templates
✅ How to edit existing items to enable tracking or add details
✅ A preview of what's coming next (Opening Balances & Advanced Import)
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Opening Balances | Inventory, Customers & Vendors with Locations
Starting fresh in Zoho Books? You'll need to bring in your opening balances! 📊 This training video by BMC TUTORS provides a practical guide on managing and importing opening balances – with special attention to businesses that use multiple locations or branches.
In this tutorial, you will learn:
✅ How to set Inventory Opening Balances when locations are enabled
✅ Why you must navigate to specific location settings to distribute stock across branches (Head Office, Abuja Office, etc.)
✅ How to add Customer Opening Balances during creation or by editing existing profiles
✅ How to assign customer balances to different branches when applicable
✅ How to add Vendor Opening Balances (new or existing vendors)
✅ The difference between manual entry with vs. without branches enabled
✅ A preview of how to import opening balances in bulk
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Import Opening Balances | Complete Migration Guide
Migrating to Zoho Books? You'll need to bring your opening balances over! 📥 This comprehensive video from BMC TUTORS walks you through the entire process of importing opening balances – from manual entry to bulk uploads – ensuring a smooth transition to the platform.
In this tutorial, you will learn:
✅ How to navigate to Settings > Opening Balance
✅ Why Zoho provides a default opening balance adjustment account for trial balance discrepancies
✅ How to manually enter asset details (workshop equipment, motor vehicles, computer equipment, etc.)
✅ How to use the Import Opening Balances feature for large datasets
✅ How to download and use the sample file template
✅ How to organize your data: Name, Debit/Credit, and Amount
✅ The critical importance of setting the Migration Date correctly
✅ How to handle Data Validation and download error files for corrections
✅ Why exact name matching is essential – entries are skipped if names don't match
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Opening Balances Strategy | Migration Date & Setup Guide
Setting up opening balances correctly is one of the most critical steps when migrating an existing business to Zoho Books. 📅 This video from BMC TUTORS explains the key strategy behind opening balances – including why the Migration Date matters more than you might think!
In this tutorial, you will learn:
✅ What Opening Balances are and why they're essential for existing businesses
✅ What financial data to migrate (bank balances, inventory levels, vendor/customer debts)
✅ Why the Migration Date is the most critical decision in the setup process
✅ How to ensure your Chart of Accounts, inventory, and vendor details all match the same date
✅ How your Migration Strategy dictates your workflow (e.g., starting in July with a June 30th cut-off)
✅ Why inconsistent data or incorrect dates will compromise your financial reports
✅ What happens to transactions after the migration date (manual entry required)
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Opening Balances | Year-End vs. Mid-Year Setup Explained
Setting up opening balances in Zoho Books isn't always the same – it depends on when you start! 📅 This video from BMC TUTORS explains the critical difference between a year-end setup and a mid-year setup, and how to handle common issues that arise.
In this tutorial, you will learn:
✅ The difference between Year-End vs. Mid-Year setup for opening balances
✅ Why Balance Sheet items only are needed for year-end setups
✅ Why Profit & Loss (P&L) balances (income and expenses) are required for mid-year setups
✅ How learning one accounting software makes it easier to learn others (core concepts transfer!)
✅ How to handle mid-year discrepancies – why unwanted invoices or revenue entries may appear
✅ How to use Journal Entries to correct automated entries without affecting other financial statements
✅ Best practices for adjusting between the Revenue Account and the Opening Balance Adjustment Account
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Transactions & Configuration | Day 2 Training Series
Welcome to Day 2 of our Zoho Books training series! 📚 This session by BMC TUTORS focuses on posting transactions and configuring the settings that power your business modules. Whether you're setting up invoicing or enabling key features, this video has you covered.
In this tutorial, you will learn:
✅ A recap of Day 1 – company profiling, tags, locations, chart of accounts, customers, vendors, and users
✅ An overview of Invoicing – what an invoice is and how it fits into the sales process
✅ How to start from Quotations (Estimates) , Sales Orders , or create invoices directly
✅ How to navigate to General Configuration in settings to enable modules
✅ Which modules to enable: Sales Orders, Project Orders, Recurring Journals, and Fixed Assets
✅ How to set up Customization Preferences (discounts, taxes, rounding, billable expenses)
✅ A preview of Inventory Management (coming in a dedicated session next week)
✅ What's coming later: Creating and managing Quotes
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books Quotes (Estimates) | Create & Send Professional Quotes
Ready to start sending professional quotes to your clients? 📄 This video from BMC TUTORS provides a practical, step-by-step guide on how to create and send quotes (also called estimates) in Zoho Books.
In this tutorial, you will learn:
✅ How to navigate to the Quotes section and create a new quote
✅ How to select the customer and business location for the transaction
✅ How to configure quote numbering (autogenerated or manual, with customizable prefixes)
✅ How to set a quote expiry date and assign a salesperson
✅ How to add items with line-item discounts and taxes (so costs apply only to specific products)
✅ How to use Tax Overrides to manually adjust amounts
✅ The difference between Saving as Draft and using Save and Send (with PDF attachment and customizable note)
🔔 Don't forget to SUBSCRIBE to BMC TUTORS and hit the bell icon for more Zoho Books training sessions!
📩 Have questions? Reach out to us:
📧 Email: BRATTLEMULTICONCEPTS@GMAIL.COM
📱 WhatsApp: 07039071675
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Zoho Books – End-to-End Sales Workflow: Quotes to Payments
This practical walkthrough from BMC TUTORS covers the complete sales workflow in Zoho Books—from initial quotes to final payment collection—providing a clear understanding of how each stage connects.
Key Learning Objectives:
📄 Creating and Sharing Quotes:
Clone existing invoices to create new quotes for clients.
Save as drafts, download as PDFs, or share directly via email or WhatsApp Business.
📋 Converting to Sales Orders:
Convert accepted quotes into Sales Orders for internal tracking and confirmation of client order requirements.
📦 Fulfilling Orders and Invoicing:
Mark orders as fulfilled to indicate goods/services delivered.
Convert sales orders into official invoices for billing.
💰 Receiving Payments:
Record payments against invoices.
Close the transaction with status updated to completed.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – End-to-End Sales Workflow: Quotes to Payments
This practical walkthrough from BMC TUTORS covers the complete sales workflow in Zoho Books—from initial quotes to final payment collection—providing a clear understanding of how each stage connects.
Key Learning Objectives:
📄 Creating and Sharing Quotes:
Clone existing invoices to create new quotes for clients.
Save as drafts, download as PDFs, or share directly via email or WhatsApp Business.
📋 Converting to Sales Orders:
Convert accepted quotes into Sales Orders for internal tracking and confirmation of client order requirements.
📦 Fulfilling Orders and Invoicing:
Mark orders as fulfilled to indicate goods/services delivered.
Convert sales orders into official invoices for billing.
💰 Receiving Payments:
Record payments against invoices.
Close the transaction with status updated to completed.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Invoicing, Discounts & Journal Automation
This training tutorial from BMC TUTORS covers managing invoicing and payments in Zoho Books—including invoice creation, discounts, and automated journal entries—demonstrating the efficiency of cloud accounting over manual methods.
Key Learning Objectives:
📄 Creating Invoices:
Create invoices from scratch or by converting existing quotes and sales orders.
Use shortcuts like the "plus sign" icon for quick entry.
⚙️ Invoice Configuration:
Select specific branches, assign sales personnel, and specify items (e.g., executive chair).
Manage discounts with both percentage and currency-based (Naira) options.
📊 System Recognition:
Invoices must be "saved and sent" to be recognized by the accounting system.
The system automatically generates necessary journal entries—a key benefit over manual Excel methods.
🛠️ Editing and Troubleshooting:
Correct pricing errors in product stocks.
When properly configured, the software automatically handles tax calculations and ledger creation for all transactions.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Products vs. Services: Item Setup
This training video from BMC TUTORS explains how to handle products versus services when setting up items in Zoho Books—clarifying common misconceptions about cost and selling price fields.
Key Learning Objectives:
📦 Products vs. Services:
Both products and services offer cost price and selling price fields.
Services also track both purchase cost and selling price—not just products.
📋 Practical Example:
"Delivery" service demonstrates both a purchase price (if you hire a vehicle) and a selling price (what you charge the customer).
⚙️ Configurability:
If a service does not involve a purchase cost, simply uncheck the "purchasable" option to save the item without a cost price.
Coming Up Next:
How to receive payments after creating an invoice.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Recording Invoice Payments
This practical walkthrough from BMC TUTORS demonstrates how to record payments for invoices within Zoho Books—covering full payments, partial payments, tax deductions, and receipt generation.
Key Learning Objectives:
💳 Recording Payments:
Methods: Record payment via the "Record Payment" button on an open invoice or use the "I've received the money" option while creating an invoice.
Data Entry: Specify amount received, bank charges (if applicable), payment date, payment mode (e.g., bank transfer), and the receiving account.
💰 Partial Payments & Taxes:
The system automatically updates invoice status to "partially paid" if the full amount isn't received at once.
Handle withholding tax deductions by checking the appropriate box and selecting the corresponding tax account.
📄 Receipts:
Send a thank you note, email the receipt to the client, or generate a PDF as proof of payment.
Coming Up Next:
Handling payments when a client has more than one invoice.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Processing Multiple Invoice Payments
This practical demonstration from BMC TUTORS shows how to handle multiple invoice payments in Zoho Books when a customer makes a single payment covering several outstanding invoices—a common scenario that requires the correct workflow to avoid errors.
Key Learning Objectives:
📋 Creating Invoices:
Clone multiple separate invoices for a customer to simulate outstanding debts.
⚠️ The Problem:
Recording payment directly through an individual invoice fails if the payment amount exceeds that specific invoice value.
✅ The Solution: Payment Received:
Navigate to the Sales module and select Payment Received.
Select the customer to view all outstanding balances.
Enter the total amount received—Zoho Books automatically allocates funds across pending invoices.
Manually adjust the allocation if necessary.
Account for withholding tax or specific payment methods if applicable.
Save as paid to update the status of all relevant invoices.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Sales Receipts & Credit Notes
This practical guide from BMC TUTORS covers the use of Sales Receipts and Credit Notes within Zoho Books—two essential tools for managing immediate payments and invoice adjustments.
Key Learning Objectives:
🧾 Sales Receipts:
Use Case: For businesses operating like a point-of-sale (e.g., retail shops, gas stations) where customers pay instantly rather than receiving an invoice.
Process: Select customer, add items, specify payment method, and save directly—no "save as draft" option as these represent completed cash sales.
Delivery: Print as PDF or email directly to the client.
📄 Credit Notes:
Use Case: Manage returns or adjustments on invoices already issued.
Process: Create a credit note directly from an existing, unpaid invoice—select the product being returned and the quantity.
Application: Save the note as "open," then apply it to the invoice to reduce the total balance. The client pays only the remaining amount.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Recurring Invoices: Setup & Automation
This training tutorial from BMC TUTORS covers using recurring invoices within Zoho Books—an essential feature for automating billing for services or transactions that repeat on a consistent schedule.
Key Learning Objectives:
🔄 Concept:
Recurring invoices are ideal for standardized, repetitive billing cycles (e.g., maintenance fees or fixed service contracts).
📋 Creation Process:
Create a recurring invoice from scratch or convert an existing invoice into a recurring one.
⚙️ Configuration:
Set a specific profile name.
Define the frequency (e.g., weekly, monthly).
Set an optional expiry date to stop billing after a certain period.
🤖 Automation:
Zoho Books automatically generates the invoice as a draft according to the chosen schedule.
Review the draft and mark it as sent.
Additional Notes:
The same approach applies to other recurring entities such as bills and journals.
The next training topic will focus on the purchase module.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Recording and Tracking Expenses
This practical walkthrough from BMC TUTORS demonstrates how to record and track expenses within Zoho Books—a fundamental workflow for maintaining accurate financial records.
Key Learning Objectives:
📂 Navigating to Expenses:
Select the Expenses module from the menu.
Click + New Expense to begin.
📝 Entering Expense Details:
Expense Account: Select the relevant category (e.g., electricity).
Amount & Payment Source: Define the cost and identify the payment account.
Vendor & Customer Association: Optionally link to a specific vendor or attach as a billable expense to a specific customer.
Cost Centers: Assign expenses to specific cost centers for better tracking.
Session Conclusion:
Complete the expense entry.
Briefly create additional expense accounts for expanded tracking.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Itemizing Expenses for Single Payments
This tutorial from BMC TUTORS explains how to handle a single payment that covers multiple expenses using the itemize feature in Zoho Books—ensuring complex transactions are accurately broken down and categorized.
Key Learning Objectives:
🔧 Access the Feature:
Click the itemize option when recording a payment that needs to be split across different accounts.
📊 Allocate Costs:
Add multiple rows to a single transaction.
Assign specific amounts to different accounts such as:
Stationery
Traveling
Entertainment
🏷️ Attach Details:
Associate items with cost centers or tags.
Add descriptive notes and upload relevant receipts.
💾 Finalize Transaction:
Select the payment source and click save to complete the process.
Benefit:
This method simplifies accounting by ensuring complex transactions are accurately broken down and categorized within the system.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Bulk Add Expenses Feature
This tutorial from BMC TUTORS explains how to handle multiple expenses in Zoho Books effectively—distinguishing between itemizing multiple items on a single transaction and using the Bulk Add Expense feature for multiple, separate transactions.
Key Learning Objectives:
📋 Single Transaction vs. Bulk Add:
Adding multiple items to one transaction is standard for a single purchase.
Bulk Add Expense allows you to record multiple, independent transactions simultaneously.
⚡ How to Use Bulk Add:
Navigate to the "New" option and select Bulk Add Expense.
Enter expenses with different:
Dates
Accounts
Payment sources (Petty Cash, Cash, or Bank accounts)
Amounts
Attach tags or link to specific customers during the process.
✅ The Outcome:
Zoho Books processes these as separate entries—not a single transaction.
Different General Ledger (GL) accounts are correctly affected.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Recurring Expenses & Purchase Management
This session from the Zoho Books Training series by BMC TUTORS explains how to manage recurring financial entries and introduces the topic of purchases—helping you automate regular expenses and streamline procurement workflows.
Key Learning Objectives:
🔄 Recurring Expenses:
The process for creating recurring expenses is similar to creating recurring invoices.
Set expenses to repeat on a schedule (e.g., monthly) and define an end date (e.g., end of year) to automate posting.
📋 Example:
Setup of a "monthly electricity expense" scheduled to post automatically.
📦 Transition to Purchases:
The focus shifts from managing expenses to handling purchases within the Zoho Books platform.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Invoice vs. Bill: Key Differences
This tutorial from BMC TUTORS explains the distinction between an invoice and a bill within the context of using Zoho Books for business accounting—a fundamental concept for accurate financial management.
Key Learning Objectives:
🔄 Perspective Matters:
The term depends on whether you are the seller or the buyer.
Invoice: Issued by you to a client (request for payment).
Bill: Received from a supplier (request for payment).
What is an invoice to you is a bill to your client, and vice versa.
📄 Creating a Bill in Zoho Books:
Navigate to New and select Bill.
Required details:
Supplier's bill number
Bill date
Payment due date
Item descriptions, quantity, and rates
⚡ Automation:
Save a bill as an open record.
Generate one directly from an existing purchase order for streamlined workflows.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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PURCHASE ORDER BASICS ZOHO BOOKS TRAINING
This video provides a practical guide on how to manage purchase orders (POs) and convert them into bills using Zoho Books. The process is broken down into the following key steps:
Key Steps Covered:
📋 Creating a Purchase Order: The process begins by creating a new purchase order in Zoho Books. The instructor demonstrates how to select the supplier and specify the location (e.g., Head Office).
🚚 Direct Delivery to Customers: A key feature highlighted is the ability to have goods delivered directly to a client's warehouse rather than your own, which helps in updating the client's account immediately.
📝 PO Details and Issuance: Entering items, quantities, pricing, and tax information. Once saved, the PO can be sent to the supplier and marked as "issued" to track its status.
📅 Managing Delivery Dates: Adding an expected delivery date and including notes for tracking purposes.
💳 Converting to a Bill: When the supplier delivers the goods and provides an invoice, you can convert the existing purchase order directly into a bill within the system. Saving this as an "open" bill indicates that the payment is pending, moving the record from a draft status to an active liability.
Contact Us:
For inquiries, collaborations, or private tutoring, feel free to reach out:
📞 Phone: 07039071685
📧 Email: Brattlemulticoncepts@gmail.com
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RECORDING PAYMENTS – ZOHO BOOKS TRAINING
This guide from BMC TUTORS covers how to manage recurring transactions in Zoho Books—including journals, expenses, and bills—helping you automate regular financial processes and stay on top of ongoing payment obligations.
Key Learning Objectives:
📋 Recurring Journals:
Recognize payments such as prepaid expenses on a monthly basis.
💳 Recurring Expenses:
Handle ongoing payments that occur at regular intervals.
📄 Recurring Bills:
Set up recurring bills for services (e.g., security or guard services).
Select the service, specify the frequency (e.g., monthly), and set the recurring amount.
📅 Managing Future Bills:
The system automatically creates the next bill in advance.
Review upcoming payment obligations before they are due.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Recording Bill Payments
This practical walkthrough from BMC TUTORS demonstrates how to record payments for bills in Zoho Books—a straightforward process for managing vendor payments and tracking expenses.
Key Learning Objectives:
💳 Recording a Payment:
Select the specific bill and click the Record Payment button.
Process is similar to recording payments for invoices.
📝 Transaction Details:
Specify the payment amount.
Handle tax deductions (e.g., deducting 812.5) and select the relevant account (e.g., Tax Payable).
Choose the payment method and source account.
✅ System Updates & Notifications:
Once saved, the bill status updates to "Paid."
Include notes, upload attachments, and send payment notifications directly to the client.
📊 Managing Payments:
View existing payments and journal entries associated with a bill.
The system automatically creates journal entries (e.g., debiting Cost of Goods Sold and crediting Accounts Payable).
Coming Up Next:
Handling payments for multiple bills at once.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Settling Multiple Invoices Simultaneously
This practical tutorial from BMC TUTORS demonstrates how to settle multiple invoices simultaneously in Zoho Books—a time-saving feature for efficiently managing vendor payments.
Key Learning Objectives:
💳 Navigate to Payments:
Go to the Purchases section and select Payment Made.
👤 Select the Vendor:
Choose the client or vendor you are paying.
The system automatically displays all outstanding invoices for that entity.
✅ Process the Payment:
Select the invoices you wish to pay.
Mark them as pay in full.
Specify the source account (e.g., GT Bank).
💾 Finalize:
Confirm details and save the transaction to clear the balances.
Coming Up Next:
Handling vendor credits.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Vendor Credits & Refunds
This tutorial from BMC TUTORS explains the process of handling vendor credits and refunds in Zoho Books—essential workflows for managing supplier returns and financial adjustments.
Key Learning Objectives:
📄 Creating Vendor Credits:
Generate a vendor credit when returning goods to a supplier.
Create a credit directly from the bill (even if the bill has already been paid).
Process mirrors that used for customer invoices.
💰 Handling Refunds:
Use the refund option when there is no open bill to apply the credit toward.
Record the return of funds from the vendor back into your cash or bank account.
🔄 Versatility:
Methods are applicable to both vendor and customer credit management.
Provides a consistent workflow for handling financial adjustments when direct application to an invoice or bill isn't possible.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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Zoho Books – Bulk Upload & Transaction Management
This training session from BMC TUTORS covers managing financial transactions in Zoho Books with a focus on bulk upload functionality—a powerful feature for efficiently importing large volumes of data.
Key Learning Objectives:
📋 Summary of Modules Covered:
Creating vendor expenses, recurring expenses, purchase orders, bills, recurring bills, payments, and vendor credits.
📤 Bulk Upload Functionality:
Almost every transaction type (invoices, receipts, bills, etc.) has a dedicated import feature.
Workflow:
Download the system template.
Format your data to match the template structure.
Import it back into Zoho Books.
Pro Tip: Export existing data first to understand column headers and formatting requirements—making the import process much easier.
Coming Up Next:
Managing projects in Zoho Books.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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PROJECT TRACKING CONTINUES – ZOHO BOOKS TRAINING
This training tutorial from BMC TUTORS covers the Project Tracking module in Zoho Books, explaining how projects are used to track tasks performed for customers, including associated expenses and income.
Key Learning Objectives:
📂 Accessing the Module:
Navigate to the Time Tracking section and select Projects.
➕ Creating a New Project:
Click New Project and enter the project name (e.g., specific tasks like "office furniture").
Associate the project with the relevant customer.
💰 Defining Billing:
Select the billing method (e.g., fixed cost vs. hourly).
Input financial details like the total project budget.
👥 Managing Tasks and Staff:
Add specific users from your staff to the project.
Divide work into individual tasks, such as "delivery" or "supplies."
💾 Saving:
Finalize by saving the project.
Option to display it on your dashboard for easy monitoring.
Coming Up Next:
How to attach specific transactions, such as invoices and expenses, to created projects.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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INVENTORY ADJUSTMENT – ZOHO BOOKS TRAINING
This practical walkthrough from BMC TUTORS covers managing project-related transactions in Zoho Books, with a specific focus on Inventory Adjustments and project association.
Key Learning Objectives:
📋 Managing Project Transactions:
Access the "New Transaction" menu directly from a project page.
Create quotes, invoices, sales orders, credits, bills, and manual journals within the project context.
📦 Inventory Adjustments:
Record inventory issued to a specific project.
Select an adjustment reason (e.g., "issued for a project").
Choose the location and link the inventory item to the relevant project for accurate cost tracking.
🔗 Project Association:
Associate invoices and other sales documents with specific customers and projects.
Keep financial records organized and traceable.
📊 Project Dashboard:
View all posted inventory, expenses, purchases, sales, budgets, and journals related to a specific project.
Acts as a centralized hub for project financials.
Coming Up Next:
The training will transition to the banking module.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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BANKING MODULE INTRODUCTION – ZOHO BOOKS TRAINING
This introductory session from BMC TUTORS covers the Banking Module in Zoho Books, focusing on three primary tasks: importing bank statements, managing transaction rules, and performing bank reconciliations.
Key Learning Objectives:
🏦 Accessing the Module:
Navigate to the banking module to view your list of banks and cash accounts.
📄 Using Sample Files:
Download sample templates (XLS, CSV, etc.) to format your bank data correctly before importing.
📊 Formatting Data:
Map columns such as Date, Description, Withdrawals (debits), and Deposits (credits).
Note: Account heads cannot be assigned during import—this must be done manually within Zoho Books after import.
⬆️ Import Process:
Select your file and verify column mapping (ensuring date format matches, e.g., DMY).
Check for errors before finalizing the import.
Outcome:
Imported transactions appear as uncategorized transactions in Zoho Books.
Next steps involve categorizing transactions and creating automation rules.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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CATEGORIZE DEPOSITS – ZOHO BOOKS TRAINING
This practical tutorial from BMC TUTORS covers managing and categorizing financial transactions in Zoho Books—including deposits, bank statement imports, automation rules, and undoing imports.
Key Learning Objectives:
💰 Categorizing Deposits:
Handle incoming customer deposits effectively.
If a transaction doesn't match an existing invoice, manually categorize it as:
Customer Advance
Customer Payment
Sales Without Invoice
Transfer from Another Account
📄 Bank Statement Import Rules:
Individual transactions cannot be deleted—the system treats them as official records.
Instead, undo the entire import or recategorize entries as needed.
⚡ Automating with Rules:
Create rules for recurring transactions (e.g., loan interest payments).
Based on descriptions or specific amounts, the system automatically suggests the correct account for future matching.
This feature saves significant time on repetitive categorization tasks.
↩️ Undoing Imports:
Revert mistakes by going to settings and selecting "Undo Last Import".
Must be done sequentially, starting from the most recent import.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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RECORD DEPOSITS – ZOHO BOOKS TRAINING
This guide from BMC TUTORS covers managing financial transactions within the banking module of Zoho Books—including direct transaction entry, bank transfers, categorizing payments, and recording deposits.
Key Learning Objectives:
📝 Direct Transaction Entry:
Add transactions directly within the banking module without navigating to separate sales or invoice sections.
Record expenses and advances seamlessly.
🔄 Bank Transfers:
Perform seamless transfers between bank accounts (e.g., from GT Bank to Petty Cash).
💳 Categorizing Payments:
When receiving money, categorize it as a customer payment.
Apply payments to specific invoices if they are available.
💰 Recording Deposits:
Use this feature when receiving money that needs to be moved to a bank account.
Undeposited Funds: Track checks via "undeposited funds" until cleared and deposited.
Select multiple checks or deposits to record in a single entry.
Coming Up Next:
Bank Reconciliation in Zoho Books.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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CREATE BANK RECONCILIATION – ZOHO BOOKS TRAINING
This practical guide from BMC TUTORS walks you through performing a bank reconciliation in Zoho Books—the process of matching your system records with actual bank statement data to ensure accuracy and financial integrity.
Key Learning Objectives:
🏦 Accessing the Bank Account:
Navigate to the Banking section and select the specific bank account you wish to reconcile.
🔧 Starting Reconciliation:
Click the Settings button and choose Reconcile Account.
📊 Setting the Statement Details:
Enter the closing balance from your bank statement for the specific period (e.g., end of month or custom date range).
Click Start Reconciliation to begin.
✅ Matching Transactions:
The system displays all relevant transactions for the chosen period, including uncleared balances carried forward.
Verify each transaction against your bank statement one by one.
🎯 Completing the Process:
Verify all entries until the reconciliation difference is zero.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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BANK RECONCILIATION CONTINUES – ZOHO BOOKS TRAINING
This practical guide from BMC TUTORS walks you through performing bank reconciliation in Zoho Books—a critical process for ensuring your accounting records match your actual bank statements.
Key Learning Objectives:
🏦 Initiating Reconciliation:
Navigate to the Banking module, select the specific bank account, and click Reconcile Account.
📊 Setting Balances:
Enter the closing balance from your physical bank statement to match it against your system's book balance.
✅ Categorizing Transactions:
Ensure all transactions are categorized before starting—uncategorized items will not appear.
The system automatically marks transactions that match imported bank statements.
🔍 Manual Matching:
Manually mark remaining transactions until the difference equals zero.
⏸️ Handling Interruptions:
Select Save and Reconcile Later if the difference is not zero.
Resume your work by clicking the In Progress status.
📋 Monitoring Status:
View reconciliation status and track how many transactions are reconciled.
Export data as needed for reporting purposes.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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IMPORTING BANK STATEMENT ZOHO BOOKS TRAINING
This training session from BMC TUTORS addresses common challenges users encounter when managing bank accounts and statements in Zoho Books. The instructor provides practical solutions to specific accounting hurdles, helping users streamline their financial workflows.
Key Learning Objectives:
🏦 Managing Multiple Bank Accounts:
When a company has multiple bank accounts but only one is registered in Zoho Books, treat other accounts as current assets or director's accounts rather than bank accounts.
This approach allows users to record inflows and outflows without the system expecting formal bank reconciliation.
Zoho Books allows adding as many bank accounts as needed, including accounts in different currencies .
⚠️ Troubleshooting Bank Statement Imports:
If the system fails to recognize a bank or transactions, navigate to the Banking module, select the specific bank, and click Import Statement.
Common Error: System date formatting mismatches with the Excel/CSV file often cause data errors—ensure dates follow the DD-MM-YYYY format .
Supported Formats: Zoho Books supports CSV, TSV, XLS, OFX, QIF, CAMT.053, and CAMT.054 file formats . PDF files are not supported and must be converted to an acceptable format first.
Other common issues include incorrect character encoding, incorrect amount column type, and negative values in amount columns .
📊 Project and Time Tracking:
The free version of Zoho Books has limitations regarding advanced features.
Project Time Tracking is included in the Professional plan and above, making it the ideal tier for businesses that need this functionality .
Zoho Books also offers a Free plan for businesses below a revenue threshold, which includes bank reconciliation and basic features .
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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ACCOUNTANT MODULE INTRODUCTION ZOHO BOOKS TRAINING
This video provides an introduction to the Accountant Module within Zoho Books. It outlines the various tools available to accountants for managing financial records and adjustments.
Key Features of the Accountant Module:
📒 Chart of Accounts: View, manage, and create new accounts within the system.
📝 Manual Journals: Recommended for adjustments that don't fit standard sales or purchase workflows. The video demonstrates:
How to create a new journal entry
The use of Reverse Journals for transactions that need to be countered later
How to set reporting preferences for accrual vs. cash basis
A practical example of recording a VAT payment, showing how to debit and credit the appropriate accounts while ensuring the debit equals the credit to publish the entry
🛠️ Other Tools: The module also includes recurring journals, bulk updates, multi-currency adjustments, budget planning, transaction locking, and fixed asset management.
The video concludes by mentioning that the next topic will be the creation and handling of recurring journals.
Contact Us:
For inquiries, collaborations, or private tutoring, feel free to reach out:
📞 Phone: 07039071685
📧 Email: Brattlemulticoncepts@gmail.com
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RECORDING JOURNAL ZOHO BOOKS TRAINING
This practical guide from BMC TUTORS covers essential financial management features within Zoho Books, including recurring journals, bulk updates, and currency adjustments—helping users streamline their accounting workflows.
Key Learning Objectives:
🔄 Recurring Journals:
Create recurring journals for repetitive accounting tasks such as depreciation, insurance payments, or rent.
Set schedules (e.g., monthly), specify end dates, and have the system automatically generate entries for validation.
📊 Bulk Updates:
Use the bulk update feature to efficiently import or update large sets of transactional data.
Similar to bulk import processes for sales and purchases—saves time and reduces manual entry.
💱 Currency Adjustments:
Handle transactions in foreign currencies (e.g., USD) with proper adjustment concepts.
Create new customers and set their currency profiles for seamless international transactions.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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EXCHANGE RATES ZOHO BOOKS TRAINING
This video from BMC TUTORS provides a practical demonstration of managing exchange rates within Zoho Books.
Key Highlights:
🌍 Setting up Foreign Currency Customers: Configuring a customer to deal in a foreign currency (such as USD).
💵 Managing Invoices with Exchange Rates:
When creating an invoice, the system automatically fetches the official daily exchange rate from the internet
Users have the flexibility to manually edit the exchange rate by clicking the edit icon (pencil) and choosing to recalculate the item price based on the custom rate
🔄 Currency Adjustments:
The system allows users to set a specific exchange rate for daily postings manually
These currency adjustments are informational and do not require specific bank actions to affect the ledger
The video concludes by noting that the team is ready to move on to discussing budgeting in Zoho Books.
Contact Us:
For inquiries, collaborations, or private tutoring, feel free to reach out:
📞 Phone: 07039071685
📧 Email: Brattlemulticoncepts@gmail.com
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BUDGET METHOD ZOHO BOOKS TRAINING
This practical guide from BMC TUTORS explains how to create and manage budgets within Zoho Books. The instructor emphasizes that while the software is a powerful accounting tool, budgets require user input and setup—they are not generated automatically.
Key Learning Objectives:
📋 Initial Setup:
Click "New" to create a budget.
Define the name, fiscal year (e.g., next year), and frequency (e.g., monthly).
Manually select the income, expense, asset, and liability accounts to include—allowing selective rather than blanket inclusion.
📊 Methods for Populating Budget Data:
Manual Entry: Input figures directly into each period for specific accounts.
Autofill Options:
Fixed Amount: Apply a constant amount across all periods.
Adjusted Amount: Increment or decrement figures by a set value monthly.
Adjusted Percentage: Increase or decrease budget amounts by a specific percentage monthly.
📈 Reporting and Review:
Once saved, compare budgeted figures against actual performance.
Generate reports for the balance sheet, cash flow, and overall financial performance.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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TRANSACTION LOG QUERY ZOHO BOOKS TRAINING
This session from BMC TUTORS focuses on budget management within Zoho Books, specifically addressing how to handle budget data through import, export, and adjustment features.
Key Learning Objectives:
📤 Budget Import/Export:
Initial search reveals no direct "upload" button on the main budget screen.
Later, the "Export budget" feature is located—confirming that a prefilled budget can be generated and subsequently imported back into the system.
Budget import and export functionality is available in the web version of Zoho Books, allowing users to export budget data as CSV/XLS files, edit it offline, and import it back .
📊 Budget Adjustments:
Review reports to clarify the origin of specific budget figures.
Understand how the system calculates figures based on existing amounts and adjusted amounts from previous periods.
Use the Adjustment option to add a fixed amount or percentage to all accounts within a selected budget .
Key Takeaway:
Budget management via export/import is confirmed as a viable workflow, resolving initial uncertainty about the functionality .
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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APPROVAL SET UP ZOHO BOOKS TRAINING
This session from BMC TUTORS explains how to set up approval processes in Zoho Books to implement a maker-checker workflow—ensuring that transactions are reviewed before being committed to the system.
Key Learning Objectives:
✅ Simple Approval:
Designated admins or users review and approve transactions (such as journals) after creation.
Users receive email notifications when a transaction is awaiting approval.
📋 Multi-level Approval:
Enable hierarchical approval processes where transactions pass through multiple levels of authorization based on specific criteria.
⚙️ Module-Specific Setup:
Approval workflows can be enabled for various modules, including journals and invoices, directly within settings.
🔧 Custom Approval:
Define specific criteria (such as transaction amount thresholds) for when approval is required.
Offers advanced flexibility for tailored workflow automation.
Key Takeaway:
Approval processes help maintain control over financial data, such as invoicing and revenue recognition. The next topic covered will be transaction locking.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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TRANSACTION LOCKING ZOHO BOOKS TRAINING
This session from BMC TUTORS explains the concept and practical application of transaction locking within Zoho Books. Transaction locking allows administrators to control and restrict the posting of transactions to specific dates, ensuring financial data integrity and preventing unauthorized retrospective changes.
Key Learning Objectives:
🔒 Purpose of Transaction Locking:
Prevent users from posting transactions retrospectively (e.g., after month-end closing).
Maintain accurate and reliable financial records.
📅 Setting a Lock:
Administrators can set a specific date (like month-end) beyond which transactions cannot be created or edited.
Add notes to document the reason for the lock.
⚠️ Managing Errors:
The system prevents transaction creation prior to the locked date.
An error message appears, informing the user that the period is locked.
🛠️ Admin Override:
Administrators can edit or remove the lock to make necessary adjustments.
Re-apply the lock after completing required changes.
⚙️ Flexibility:
Lock specific types of transactions or all transactions entirely.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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FIXED ASSET OVERVIEW ZOHO BOOKS TRAINING
This practical guide from BMC TUTORS covers managing Fixed Assets in Zoho Books—a feature available for users on the Premium plan and above. The session walks through asset type definition, depreciation configuration, and account mapping to ensure accurate financial tracking.
Key Learning Objectives:
📂 Understanding Asset Types:
Define Asset Types before creating individual assets (e.g., workshop equipment, motor vehicles, plant, and machinery).
⚙️ Configuring Depreciation Settings:
For each asset type, establish key accounting parameters:
Method: Typically the straight-line method.
Frequency: Usually set to a monthly basis.
Useful Life: Defined by the number of years (e.g., 5 years = 60 months).
Computation Mode: Choose between pro-rata (based on usage) or non-pro-rata (automatic monthly depreciation).
📊 Setting Up Accounts:
Map the asset to specific accounts:
Accumulated Depreciation
Depreciation Expense account
Next Steps:
Once classifications and accounting settings are established, the next step is to create the individual fixed assets themselves.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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FIXED ASSET OVERVIEW CONTINUES ZOHO BOOKS TRAINING
This practical walkthrough from BMC TUTORS covers managing Fixed Assets within Zoho Books—from adding new assets and configuring depreciation to understanding how these records integrate with financial journals.
Key Learning Objectives:
📦 Asset Creation & Details:
Enter asset-specific information: purchase value, quantity, serial number, disposal (scrap) value, and warranty expiration dates.
📉 Depreciation Configuration:
Select an Asset Type to automatically populate depreciation schedules.
Flexibly alter settings if a specific asset follows a different depreciation pattern.
📊 Automated Accounting:
Once marked as Active, the system automatically handles monthly depreciation journal entries.
Data is locked to prevent unauthorized manual edits.
🔄 Lifecycle Management:
Manage assets throughout their lifecycle, including write-offs and recording sales through customer invoices.
📋 Reporting:
View your entire asset portfolio via the Asset Register under the reports section.
Important Best Practice:
Purchasing an item (via bills or expenses) is separate from creating the asset register.
Purchase the item first, then create the asset record to avoid duplication and ensure accurate financial tracking.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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ZOHO REPORT OVERVIEW ZOHO BOOKS TRAINING
This session from BMC TUTORS provides an overview of the reporting features in Zoho Books, explaining how users can track business performance and customize financial statements to meet their specific needs.
Key Learning Objectives:
📊 Accessing Reports:
Access a wide variety of default reports, including Profit and Loss, Inventory, and Sales.
The number of available reports depends on the software version.
📈 Analyzing Financials:
Review the Profit and Loss statement and periodically check postings for accuracy.
Understand how opening balances can impact reports—potentially leading to unexpected negative values if not configured correctly.
📅 Reporting Comparisons:
Compare data across different timeframes by selecting specific periods or years.
View side-by-side performance for deeper insights.
🛠️ Report Customization:
Add or hide columns, include descriptions, or add totals (e.g., year-to-date).
Tailor reports to make them more relevant to your business needs.
💾 Saving Custom Reports:
Save tailored reports as Custom Reports.
Initially private to the creator—can be edited and shared with other company users who have access to the same Zoho Books account.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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REPORTING FILTERING ZOHOBOOKS TRAINING
This video provides a practical guide on advanced reporting, filtering, and customization features within Zoho Books.
Key Takeaways:
Report Filtering and Customization:
Report Customization: Personalize reports by adding or removing specific columns to display the most relevant data
Advanced Filtering: Filter reports by transaction type (e.g., invoices), account type (e.g., bank accounts), project, or specific tags like cost centers to isolate relevant data
Report Management: Export reports in various formats (such as Zoho Sheet or CSV) and schedule them for automatic delivery on a recurring basis
Invoice Management and Customization:
Reminder System: Utilize the built-in reminder feature to send automated email follow-ups for unpaid invoices directly to clients
Advanced Customization: Enhance invoices by creating custom buttons and additional fields, including creating a mandatory drop-down field (e.g., "Department") that appears on all invoices and can be configured to show on the generated PDF
Contact Us:
For inquiries, collaborations, or private tutoring, feel free to reach out:
📞 Phone: 07039071685
📧 Email: Brattlemulticoncepts@gmail.com
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WORK FLOW BASICS ZOHO BOOKS TRAINING
This training session from BMC TUTORS provides an introduction to automation, workflow management, and application integration within Zoho Books—helping businesses streamline operations and reduce manual effort.
Key Learning Objectives:
⚡ Workflow Automation:
Use Zoho's workflow rules to simplify repetitive tasks.
Set up invoice reminders triggered by specific events or dates to ensure timely payments.
🔗 Integration Capabilities:
Link different Zoho applications for seamless data flow.
Transactions in Zoho Expense automatically reflect in Zoho Invoice.
Sales in Zoho Commerce trigger real-time inventory updates.
🌐 Connecting External Apps:
Integrate third-party applications using webhooks or APIs.
Connect WhatsApp Business to Zoho for enhanced customer communication.
Coming Up Next:
Customization—a frequently requested feature that will be covered in the following session.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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CUSTOMIZE PDF TEMPLATES ZOHO BOOKS TRAINING
This training video from BMC TUTORS explains how to customize PDF templates in Zoho Books for documents like invoices, receipts, and quotations. The process focuses on modifying existing templates rather than building from scratch, allowing users to create professional, branded documents with ease.
Key Learning Objectives:
🎨 Design & Layout:
Adjust page settings (portrait/landscape), margins, fonts, and colors.
Upload a background image or set a background color for a branded look.
📄 Header & Footer:
Customize header content—add a logo or company name.
Manage footer information for consistent document branding.
📋 Transaction Details:
Manage company address visibility and customize customer details.
Rename labels—for example, changing "Invoice" to "School Bill."
📊 Table & Field Management:
Control which columns (item, description, quantity, etc.) appear in the main table.
Customize the "Total" section for clarity and professionalism.
✍️ Signature & Terms:
Upload a digital signature for authenticity.
Add custom terms and conditions to documents.
Additional Features:
Save customized templates with specific names.
Access pre-set templates tailored for business needs like Point of Sale (POS) or retail.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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ZOHO TIPS ZOHO BOOKS TRAINING
This training session from BMC TUTORS focuses on helping accountants and business users maximize their use of Zoho Books. The session covers data import strategies, AI integration, cloud compliance, and practical tips for streamlining accounting workflows.
Key Learning Objectives:
📊 Data Import Strategies:
Export a sample CSV from Zoho Books to understand the required column structure before importing historical transactions.
Transition seamlessly from manual record-keeping to cloud-based accounting.
🏦 Bank Statement Analysis:
Import bank statements directly for faster categorization—significantly reducing manual errors.
🤖 AI Integration:
Use AI tools to analyze and categorize bank statements by up to 80% before importing into Zoho Books.
Explore the potential of AI to automate repetitive accounting tasks.
☁️ Cloud and Local Compliance:
Understand the cloud-based nature of Zoho Books.
Direct bank feeds are not currently available in Nigeria, but local integrations (including e-invoicing and tax authority compliance like NRS) are expected later in the year.
Participant Feedback:
Attendees describe the training as "value-packed" and well-structured compared to shorter alternatives.
📞 Contact Us:
For inquiries, training bookings, or support:
Phone: 07039071675
Email: brattlemulticoncepts@gmail.com
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