Get $100 with Relay when you deposit your first $100:
https://financialtechlab.com/relay
Try Zoho Books: https//www.financialtechlab.com/zoho
Is Zoho Books a good QuickBooks alternative? We’re starting from scratch to see what the setup process actually looks like, from connecting bank accounts to reviewing the chart of accounts and exploring the features available inside Zoho Books.
There were a few things that stood out right away, including multiple bank feed options, chart of accounts importing, international-friendly features, and a virtual assistant that didn’t quite work the way expected.
Jump to:
0:00 Intro: why we're reviewing Zoho Books
1:45 Signing up for a free trial
2:28 Setting up the organization profile
2:46 Product tour and navigation walkthrough
4:25 Getting started page and setup checklist
5:15 Invoicing, bills, and banking options overview
5:33 Connecting bank accounts
7:14 Sponsor break: Relay business banking
8:44 Finishing the bank connection
9:51 Exploring the chart of accounts
11:18 Importing a custom chart of accounts (CSV template)
13:02 Multi currency and international account features
14:25 Testing the dashboard and AI assistant
15:59 Setting up invoices, bills, and payments
16:37 Recap: what's set up and what's still needed
17:19 What's next: a full month of bookkeeping in Zoho Books
Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel!
https://financialtechlab.com/relay
Try Zoho Books: https//www.financialtechlab.com/zoho
Is Zoho Books a good QuickBooks alternative? We’re starting from scratch to see what the setup process actually looks like, from connecting bank accounts to reviewing the chart of accounts and exploring the features available inside Zoho Books.
There were a few things that stood out right away, including multiple bank feed options, chart of accounts importing, international-friendly features, and a virtual assistant that didn’t quite work the way expected.
Jump to:
0:00 Intro: why we're reviewing Zoho Books
1:45 Signing up for a free trial
2:28 Setting up the organization profile
2:46 Product tour and navigation walkthrough
4:25 Getting started page and setup checklist
5:15 Invoicing, bills, and banking options overview
5:33 Connecting bank accounts
7:14 Sponsor break: Relay business banking
8:44 Finishing the bank connection
9:51 Exploring the chart of accounts
11:18 Importing a custom chart of accounts (CSV template)
13:02 Multi currency and international account features
14:25 Testing the dashboard and AI assistant
15:59 Setting up invoices, bills, and payments
16:37 Recap: what's set up and what's still needed
17:19 What's next: a full month of bookkeeping in Zoho Books
Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel!
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