How to import or add customers and vendors in Zoho Books | CA Nikita Punjabi
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- เผยแพร่เมื่อ 23 ส.ค. 2024
- This video is the 2nd video in the 'How to' series related to Zoho Books.
Video link to the 1st video - How to import items in bulk in Zoho Books • How to add items in Zo...
Zoho books demo - • Zoho Books Demo in Eng...
Link to download the Bulk Import File - gstlearninghub...
For any queries contact ca.nikitapunjabi@gmail.com
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Hi, Thank you for the video it was very helpful.. Can you also prepare a tutorial for uploading/importing multiple vendor invoices with attachment.
super super.....
Thank you mam..
Pls also make a video on how to import purchase and sales from excel to zoho books
Thanks for useful video I really help me my own office work😀
That’s nice 😃
Can we export customers, Vendors, Invoices and Item data from Zoho Books android Mobile app to CSVs or Xlxs?
Hi , How to delete a uploaded ( Import) sale invoice sheet ? Please let me know.
Hi Nikita!
Loved your content. I am planning to buy Macbook Air. But the problem is Tally/Busy doesn't work in that OS. We are a corrugated box manufacturer. Can you please suggest what should I do? Go for a windows laptop with Tally or Macbook with Zoho Books can work fine for me? We are not a very big manufacturing firm. And I want to maintain my books of accounts myself.
Thank you.
Hey! The option that I’ve found most convenient is having both Windows and MacOS on my MacBook Air. I generally navigate from one OS to another based on my need.
If you’re a manufacturer I wouldn’t suggest Zoho Books because the software doesn’t pass Entires for issue of Raw Material and conversion of RM to FG etc. So that becomes difficult to manage. I’m still researching on a convenient cloud-based software for manufacturing. So you can choose any offline software that works for you.
P.S. if you’re buying the laptop only for accounting then you should might as well buy Windows. The navigation will become cumbersome.
@@CANikitaPunjabi I am not buying laptop only for accounting. I believe it’s a long term investment if I can use it for all purposes.
Also, can you suggest me how do you operate Windows in MACOs. I’ve researched a bit and found that using Parallels (₹6000/annually) Windows can be operated.
Also switching windows I believe would not be cumbersome apart from the the fact that the Windows would use a lot of RAM of Macbook.
How about ERPNext? Is is all in one cloud accounting software?
Yes that's correct.
Windows doesn't necessarily use a lot of RAM. Although I'm not at all an expert there but in terms of end user review, both systems have been working fine.
ERP Next is amazing! I'm still researching about its implementation. Yes, it's a cloud based software that offers end to end solution for manufacturing as well.
@@CANikitaPunjabi thank you so much for your help! Keep doing the great work
Hi,
We like the picture quality of ur videos. Can u pl share the model number of camera and mic u are using.
Also, we are looking to collaborate with few CAs for GST database, updates and videos. Pl let us know, if u r interested in that.
Hi, Thank you so much! I'm using the Canon EOS 200D and a Boya Mike. I don't understand too much of technology so my brother @technolobe helps me!
Sure, why not!
@@CANikitaPunjabi ok.. pl whatsapp ur number at 9582757578. Will have a word with you.
Can you share bulk upload excel file
You can use this link to download the bulk import file - gstlearninghub.com/index.php/2022/05/07/how-to-add-customers-and-vendors-in-zoho-books/
can we import bills direct from gst 2a
You can reconcile 2B with books within Zoho, but no you can’t import transactions directly. However, you can use MS Excel to import all bills into Zoho Books. You can copy the bills from GSTR 2A and put them into Zoho’s import bills format to import all transactions at once.
Mam how we can contact you ?
Not convinced in a proper way actual we need to know how to take customers ledger from zoho in a excel sheet .