How-To

If you just moved from Wave, one of the first things you’ll want to check is whether you can reconcile bank transactions in Zoho Books without a headache. Short answer: yes, but there are a couple of steps that aren’t obvious the first time around, especially around categorizing transactions before you even get to the…

Recurring invoices in Zoho Books exist so you don’t have to rebuild the same invoice every month for a retainer client or subscription customer. Zoho Books gives you two ways to set them up: filling out a profile by hand, or importing a batch of them from a CSV. We tested both in our own…