Popular Articles
I have to download and install G2Training software every time, why?
If you and your attendees install the Java plug-in for your browser, GoToTraining will launch automatically in the future. Java is a free download, available here.
Creating custom fields in Zoho Books.
1. Log in to Zoho Books. 2. Go to Settings tab. 3. Click the Custom Fields sub-link under the Organization Settings. 4. Click on Estimates/Invoices on the left side for which you would like to create the custom field. 5. Type the custom field name in ...
Performing reconciliation for the bank accounts in Zoho Books.
1. Sign in to Zoho Books. 2. Go to Banking tab. 3. Click the Reconcile Account link on the right side panel. 4. Select the Account Name from the drop down. 5. Choose the reconciliation period. 6. Enter the Closing balance for the reconciliation ...
Importing From Quickbooks
Before importing QuickBooks data into Zoho Books, we recommend you to check whether you have done the following actions in Zoho Books: 1. Matching your QuickBooks organization's settings with Zoho Books. 2. Adding the currencies and taxes in Zoho ...
Synching from Zoho CRM and Duplicate Records
The import process would create a duplicate for the first time of the import if there are two contacts of the same name. For example, lets say there is a contact called X in Zoho Books already. There is another contact in Zoho CRM with the same name ...