Online accounting with GST/QST, invoicing and bank reconciliation. This free 32-page manual by Nuagix combines a user guide and an administrator guide for Zoho Books, a deployment checklist and an English-French glossary of interface terms.
What's inside
The first chapters are for users; the following ones are for account administrators.
- 1. Introduction and access
- 2. Interface and navigation
- 3. Customers, vendors and items
- 4. Quotes, sales orders and invoices
- 5. Collections and customer portal
- 6. Recurring invoices and expenses
- 7. Expenses and purchases
- 8. Banking and bank reconciliation
- 9. Projects and timesheets
- 10. Financial reports
- 11. Zia, the AI assistant
- 12. Mobile app
- 13. Best practices
- 14. Users and roles
- 15. Organization settings
- 16. Chart of accounts and controls
- 17. GST and QST
- 18. Customization
- 19. Automation
- 20. Integrations
- 21. Security and compliance
- 22. Editions and licenses
- 23. Deployment checklist
- A. English-French glossary
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Need help implementing or optimizing Zoho Books?
Nuagix is a Quebec-based company founded in 2011 and a Zoho Premium Partner since 2019, with more than 350 implementations and more than 250 optimizations of existing clients. Nuagix received the Sales Achievement award at the Zoho Partner Awards 2024.
- Zoho Books implementation and configuration tailored to your processes
- Optimization of an existing Zoho account and automations
- AI agents (Zia) and integrations
- Training for your users and administrators
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