Knowledge Hub

Stay informed with our latest blog posts where we share valuable insights, practical tips, and updates on the latest trends in accounting and business automation.

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Zoho CRM vs Salesforce CRM: which is better in 2024 and why?

Zoho CRM provides sales representatives with comprehensive insight into all phases of the sales process, encompassing lead generation, lead capture, conversion, retention, and loyalty

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Zoho Trident: uses and features 2024

Zoho Trident is a comprehensive desktop application designed to enhance communication and collaboration within workplaces. Zoho Trident is a comprehensive desktop application designed to streamline workspace productivity and communication.

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Zoho people: The Best software for HR?

Zoho People is a cloud-based HR software solution designed to manage and organize employee data efficiently.

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Zoho Cliq: Features, uses and unique aspects

Zoho Cliq is a comprehensive team collaboration tool designed to cater to businesses of all sizes across various industries.

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Working with Zoho Books Projects and Timesheets

As an organization it is essential to streamline tasks and understand the Working hours a particular project is taking. It helps in tracking the efficiency and difficulties faced

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What is Zoho CRM Blueprints and how it can be used for your business?

Zoho CRM's Blueprint feature can be described as a digital representation of a business process, accessible through an online platform.The software comprehensively records all aspects of your offline procedures.

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Top features of Zoho projects/tasks

Zoho Projects is a cloud-based project management platform that offers a comprehensive solution for addressing the project management requirements of businesses.

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Step-by-step guide to implementing Zoho CRM Blueprints

Zoho CRM's Blueprint feature can be described as a digital representation of a business process, accessible through an online platform.

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How to schedule sending emails from Zoho CRM on business hours/business days

There is never a convenient time when everyone is available to respond to your emails simultaneously.You can now schedule sending emails directly from Zoho CRM.

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How to Sync Zoho Books and Zoho CRM for organizations with multicurrency transactions

Do you wish to manage CRM as well as account info together? It is now possible with Zoho CRM and Zoho Books integration.

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How to migrate from Quick books to Zoho books?

Migrating from a comfort software to another is quite daunting. But, what needs to be done has to be done! And we are here to make your migration process simpler.

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Everything you need to know about Zoho Billing - An end-to-end Billing Solution

Zoho billing is the one-stop solution for all sizes of businesses. Businesses are enabled to handle composite billings and customer automation cycles, implement recovery strategies, and empower ease of decisions with insightful reporting.

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A complete guide to building workflow automation rules in Zoho CRM

Creating workflow automation rules in Zoho CRM involves setting up specific actions that are automatically triggered under certain conditions.

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6 Reasons why Zoho CRM can support your business growth

Organizations allocate significant resources, both in terms of time and financial investments, towards cultivating connections with their clientele through the utilization of Customer Relationship Management (CRM) software.

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5 Reasons why you should Implement Zoho One for your Business

Managing multiple softwares for multiple departments is a hassle. With separate subscriptions and lack of connectivity with each other the collaboration and management become a nightmare.

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Zoho desk: Pros, cons and pricing

Zoho Desk is a cloud-based customer service software developed by Zoho Corporation. It's designed to help businesses manage their customer support activities efficiently.

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Zoho workdrive: features and pricing

Zoho WorkDrive is a cloud-based file storage, sync, and collaboration solution designed by Zoho Corporation for businesses and organizations. It's part of the Zoho suite of online productivity tools and SaaS applications.

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Top 3 CRM Software: Which is the best for your Business in 2024?

Finding new customers, securing their business, and providing support and additional services throughout the relationship are all aspects of customer relationship management (CRM) that a CRM solution can help your business focus on.

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Zoho forms: uses, benefits, and features in 2024

Zoho Forms is a comprehensive online form builder that offers a wide array of features, making it suitable for a variety of uses. From creation to sharing, it’s possible in just a matter of minutes.

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Zoho desk: uses, benefits and features

Zoho Desk is a cloud-based customer service software that incorporates context-aware features. It is utilized by service teams in more than 40,000 enterprises, including prominent organizations such as Daimler, Essilor, and McAfee.

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Zoho Social: Uses, Features and Price

Social media marketing encompasses a wide range of activities, including content scheduling and publication, audience listening and engagement, and performance analysis across social networks.

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Save documents to Zoho Books using DocHub integration

Zoho Books is cloud-based accounting software that facilitates budget management, process automation, and cross-departmental collaboration. A place where you get a bird's-eye view of your business.

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13 Email Features of Zoho Mail

Zoho has had a wide user base since the start because of the features and user experience it provides at a charge that won't break banks. Zoho mail is no different and here are the best of its features so far that you shouldn't miss

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10 Things you should know for implementing Zoho One for your Business

If you have clicked on this blog, then it’s most likely that you've decided to move on to Zoho or are planning to in the future. Having predicted this, it’s very obvious that you’re considering implementing Zoho to streamline your business operations and boost productivity.

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Zoho Sign vs Zoho Contracts

When you and your client are miles away from each other, or you own a business run by a remote team. The documentation and dealings in person are not possible. Even if geography allows, time might not allow too many. So, how do you legally proceed with your documentation?

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How to import sales entries as journal entries in zoho books

Accountants use journals to directly enter debit and credit entries for distinct financial transactions into the general ledger. The entries in the journal are arranged in chronological order. Sales Journals, Purchase Journals, Cash Disbursement Journal, and Cash Receipt Journal are the specialty journals.

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Is Zoho Books similar to QuickBooks?

In the world of accounting software, where efficiency, accuracy, and ease of use reign supreme, two prominent contenders have emerged as champions of the small and mid-sized businesses – Zoho Books and QuickBooks.

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How to Organize your day with zoho tasks

The programme that comes with Zoho Mail Suite is a single-stop tool for managing tasks. You can give tasks due dates, set reminders, set goals, and break them down into subtasks when you add them. This lets you give work to other people in your team.

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How to update Currency Exchange Rates in Zoho Books?

The term "exchange rate" refer to the valuation at which the base currency can be exchanged for any other currency.

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Zoho Books vs QuickBooks: Which is best for your business?

Zoho Books serves as a comprehensive platform that caters to various accounting needs and extends its functionalities beyond traditional accounting tasks.

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Setting up categorization rules within Zoho Books

You can automatically sort the bank feeds into groups with Transaction Rules. In the banking feature, transaction rules will help you find and sort bank transactions into groups based on the rules you've set.

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How to Import expenses all together rather than categorizing each transaction from bank statements

While migrating from one software, data transfer can be a headache. and if there's a account or transaction report to transfer manually, it's no less than a bad dream! but there's a way to get yourself out of this nightmare and save up on your precious time!

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How to track income and expenses by branches in Zoho Books

Branching and expansion is a sign of flourishing business. When a company is successful, it can afford to spread its operations to other areas and serve a wider customer base

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Zoho mail vs Gmail: Which provider is Better to Use in 2024?

Zoho and Gmail Both have their own loyal user base, who won’t quit using their favorite clients for any odd reason. But, it makes difference when it comes to a neutral user base

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Zoho Books - Accounting Software Features and Price

Zoho Books is a web-based accounting software that manages the financial requirements of your company. Effortlessly, you can document, examine, and scrutinize all monetary transactions.

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Zoho Books vs QuickBooks: 10 Critical Differences in 2024

Companies can save a lot of time and effort by using Zoho Books to automate sending recurring invoices to clients. Invoices for retainers are also supported on the platform. All PDF invoices sent through Zoho Booksare encrypted,

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QuickBooks to Zoho Books Migration: 5 Tips to Migrate within 10 Days

As a business owner switching from one Software to another can be a burden. But if it’s for organisation’s benefit, you don’t give it a second thought. The process of migrating the data can be troublesome

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What are the benefits of using Zoho Books for Accounting?

Having a bookkeeping and accounting software has become a need of today’s business landscape. While the software is common, what makes a good book keeping software is the features and benefits it offers for businesses to run with ease and increase their efficiency.

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Introduction to Zoho Books and QuickBooks

Zoho Books is a cloud-based accounting solution that handles all of your company's financial transactions. It’s a safe and convenient place to save all of your company's financial documents

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