Zoho Books - Bank Feeds Tutorial by Simon (Sfir Consulting)

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  • เผยแพร่เมื่อ 12 ก.ย. 2024
  • Sfir Consulting - Zoho Finance Suite Services
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ความคิดเห็น • 11

  • @ommisalmah5766
    @ommisalmah5766 ปีที่แล้ว +1

    My prospect client used Zoho books, an Amazon seller. Thank you for sharing your knowledge.

    • @smallbusinessautomation
      @smallbusinessautomation  ปีที่แล้ว

      Thank you for the kind words. If you have clients that like to move from Quickbooks to zoho Books, Simon can help them and work with you on the project. Here is his page www.sfirconsulting.com/migrate-from-quickbooks-to-zoho-books/
      I hope it helps.

    • @ommisalmah5766
      @ommisalmah5766 ปีที่แล้ว

      @@smallbusinessautomation Sure. That's so kind of you

  • @JTamilio
    @JTamilio 3 ปีที่แล้ว +1

    Looking forward to the conversion!

  • @PepeVega
    @PepeVega 3 ปีที่แล้ว +1

    Zoho books is giving Xero (and Quickbooks) a run for their money. Considering the price point and integrations Zoho is a no-brainer.

  • @nysoundmachine5405
    @nysoundmachine5405 ปีที่แล้ว

    When I purchase something using my credit card - I will see it in the credit card section of the banking. How do I enter the payment that I make to the credit card in the banking section? Do I just create a vendor for the credit card company and then enter my payment as an expense and maybe code to to credit card payments?

  • @JTamilio
    @JTamilio 3 ปีที่แล้ว +1

    Can you set up an automation to refresh the bank feed each week or whenever?

    • @smallbusinessautomation
      @smallbusinessautomation  3 ปีที่แล้ว

      I'm sorry to say but I don't think that's possible yet but I talked to Zoho and they said there working on it.

  • @miguelbertonatti
    @miguelbertonatti 3 ปีที่แล้ว +1

    This is great. Would be nice to have another talk more in depth of zoho Books