CINXE.COM
Getting Started
<!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Getting Started</title> <meta name="description" content="“A video library giving an overview of setting up and using Zoho Books.”"> <meta name="apple-itunes-app" content="app-id=710446064, affiliate-data=myAffiliateData, app-argument=myURL"> <link rel="canonical" href="https://www.zoho.com/books/videos/general/"> <link rel="SHORTCUT ICON" href="/books/help/books-line-style.ico" type="image/x-icon"> <link rel="alternate" href="https://www.zoho.com/books/videos/general/" hreflang="x-default"> <link rel="alternate" href="https://www.zoho.com/us/books/videos/general/" hreflang="en-us"> <link rel="alternate" href="https://www.zoho.com/uk/books/videos/general/" hreflang="en-gb"> <link rel="alternate" href="https://www.zoho.com/ca/books/videos/general/" hreflang="en-ca"> <link rel="alternate" href="https://www.zoho.com/au/books/videos/general/" hreflang="en-au"> <link rel="alternate" href="https://www.zoho.com/in/books/videos/general/" hreflang="en-in"> <link rel="alternate" href="https://www.zoho.com/ae/books/videos/general/" hreflang="en-ae"> <link rel="alternate" href="https://www.zoho.com/sa/books/videos/general/" hreflang="en-sa"> <link rel="alternate" href="https://www.zoho.com/bh/books/videos/general/" hreflang="en-bh"> <link rel="alternate" href="https://www.zoho.com/kw/books/videos/general/" hreflang="en-kw"> <link rel="alternate" href="https://www.zoho.com/qa/books/videos/general/" hreflang="en-qa"> <link rel="alternate" href="https://www.zoho.com/om/books/videos/general/" hreflang="en-om"> <link rel="alternate" href="https://www.zoho.com/za/books/videos/general/" hreflang="en-za"> <link rel="alternate" href="https://www.zoho.com/ke/books/videos/general/" hreflang="en-ke"> <link rel="alternate" href="https://www.zoho.com/es-mx/books/videos/general/" hreflang="es-mx"> <link rel="alternate" href="https://www.zoho.com/de-de/books/videos/general/" hreflang="de-de"> <link rel="stylesheet" href="/books/styles/ue-resources/single.min.css?v=sha256-RMadnGSIoGd%2bOLuIuDNQm3UPcDuxVUh2ZP8mfDE64AU%3d"> <link rel="preload" href="https://www.zohowebstatic.com/sites/zweb/css/common/zf/common-header-footer.css" as="style" onload="this.onload=null;this.rel='stylesheet'"> <noscript><link rel="stylesheet" href="https://www.zohowebstatic.com/sites/zweb/css/common/zf/common-header-footer.css"></noscript> <script type="text/javascript" src="https://www.zoho.com/books/js/jquery-2.1.0.min.js"></script> <style>@font-face{font-family:Inter;src:url(https://static.zohocdn.com/webfonts/interregular/font.woff2) format("woff2"),url(https://static.zohocdn.com/webfonts/interregular/font.woff) format("woff");font-weight:400;font-style:normal;font-display:swap}@font-face{font-family:Inter;font-weight:400;src:url(//static.zohocdn.com/webfonts/interitalic/font.woff2) format("woff2"),url(//static.zohocdn.com/webfonts/interitalic/font.woff) format("woff");font-style:italic;font-display:swap}@font-face{font-family:Inter;src:url(https://static.zohocdn.com/webfonts/intersemibold/font.woff2) format("woff2"),url(https://static.zohocdn.com/webfonts/intersemibold/font.woff) format("woff");font-weight:600;font-style:normal;font-display:swap}@font-face{font-family:Inter;src:url(https://static.zohocdn.com/webfonts/interbold/font.woff2) format("woff2"),url(https://static.zohocdn.com/webfonts/interbold/font.woff) format("woff");font-weight:700;font-style:normal;font-display:swap}</style> </head> <body class=""> <header class="books-header-parent"> <div class="books-header-parent-wrap"> <div class="logo-edition-switch"> <a class="books-logo-header" href="/books/" aria-label="Click to go Zoho Books homepage"> <img src="/books/image-resources/common/getting-started/books-product-logo-white.svg" alt="Zoho Books logo"> </a> <a class="help-doc-text" href="/books/videos/general/">Videos</a> <style> .edition-select-box { width: 50px; border-radius: 50px; background-color: #1d1d35; } .select-edition{ margin-left: 10px; } .select-edition.disable-dropdown { pointer-events: none; } .select-edition.disable-dropdown .edition-dropdown{ display: none; } .select-edition li a { color: #fff; font-size: 13px; font-weight: 400; line-height: 16px; } .edition-select-box a { display: flex; padding: 7px; position: relative; } .edition-select-box .edition-dropdown { position: absolute; right: 10px; top: 10px; } .edition-select-box .edition-dropdown img{ width: 8px; height: 8px; } .edition-select-box .edition-dropdown.open-caret { border-color: rgba(0, 0, 0, 0); border-bottom-color: #fff; transform: rotate(180deg); top: 8px; } .edition-select-list { background-color: #fff; border-radius: 4px; width: 440px; display: none; position: absolute; z-index: 1; font-size: 0; overflow: hidden; top: 64px; box-shadow: 0px 3px 10px 0px rgba(124, 124, 124, 0.25); } .edition-select-list:not(.one-container) .edition-list-container:first-child { border-right: 1px solid #EDEDED; } .edition-select-list-item a:hover { background-color: #EEE; } .edition-list-container { display: inline-block; width: 50%; vertical-align: top; box-sizing: border-box; } .edition-select-list-item.global{ width: 438px; border-bottom: none; } .edition-select-list-item{ border-bottom: 1px solid #EDEDED; } .edition-select-list-item a { display: flex; padding: 10px; background: #fff; .edition-select-list:not(.one-container) .edition-list-container:first-child { border-right: 1px solid #ccc; } } [class*="edition-image-"] { background: url("/books/help/images/new-flag@1x.png") no-repeat; height: 20px; width: 20px; background-size: 130px; align-self: center; } .edition-image-global{ background-position: -44px -44px; } .edition-select-box .edition-image-global{ background-position: -66px -44px; } .edition-image-uk{ background-position: -2px -1px; } .edition-image-us{ background-position: -23px -23px; } .edition-image-canada{ background-position: -2px -23px; } .edition-image-australia{ background-position: -2px -44px; } .edition-image-india{ background-position: -65px -2px; } .edition-image-uae{ background-position: -108px -23px; } .edition-image-sa{ background-position: -23px -2px; } .edition-image-bh { background-position: -108px -2px; } .edition-image-kw { background-position: -86px -1px; } .edition-image-om { background-position: -44px -1px; } .edition-image-qa { background-position: -86px -23px; } .edition-image-za { background-position: -87px -44px; } .edition-image-ke { background-position: -44px -23px; } .edition-image-esmx { background-position: -65px -23px; } .edition-image-de { background-position: -23px -44px; } .edition-image-sg { background-position: -138px -57px; } .edition-label { margin-left: 12px; color: #000; align-self: center; } .social-media-handles { display: flex; align-items: center; } .social-media-handles > li:first-child { padding: 0; } .social-media-icons a { display: inline-flex; width: 38px; height: 35px; } @media screen and (max-width: 750px) { .edition-select-list { width: 220px; height: 310px; overflow: scroll; } .edition-select-list:not(.one-container) .edition-list-container:first-child { border-right: none; } .edition-list-container:first-child { border-bottom: 1px solid #ccc; } .edition-select-list-item.global { width: 218px; } .edition-select-list-item.left:last-child{ border-bottom: none; } .edition-list-container { display: block; width: auto; } } </style> <ul class="select-edition "> <li onfocusout="hideSelectList()"> <div class="edition-select-box" onclick="selectListAction()" role="button"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-global"></div> <div class="edition-dropdown select-caret"> <img src="/books/help/images/help/arrow.svg" alt=""> </div> </a> </div> <div class="edition-select-list"> <div class="edition-list-container"> <div class="edition-select-list-item left"> <a href="javascript:void(0)" onclick="switchEdition("au")" role="button"> <div class="edition-image-australia"></div> <div class="edition-label">Australia</div> </a> </div> <div class="edition-select-list-item left"> <a href="javascript:void(0)" onclick="switchEdition("bh")" role="button"> <div class="edition-image-bh"></div> <div class="edition-label">Bahrain</div> </a> </div> <div class="edition-select-list-item left"> <a href="javascript:void(0)" onclick="switchEdition("ca")" role="button"> <div class="edition-image-canada"></div> <div class="edition-label">Canada</div> </a> </div> <div class="edition-select-list-item left"> <a href="javascript:void(0)" onclick="switchEdition("de-de")" role="button"> <div class="edition-image-de"></div> <div class="edition-label">Germany</div> </a> </div> <div class="edition-select-list-item left"> <a href="javascript:void(0)" onclick="switchEdition("in")" role="button"> <div class="edition-image-india"></div> <div class="edition-label">India</div> </a> </div> <div class="edition-select-list-item left"> <a href="javascript:void(0)" onclick="switchEdition("ke")" role="button"> <div class="edition-image-ke"></div> <div class="edition-label">Kenya</div> </a> </div> <div class="edition-select-list-item left"> <a href="javascript:void(0)" onclick="switchEdition("kw")" role="button"> <div class="edition-image-kw"></div> <div class="edition-label">Kuwait</div> </a> </div> <div class="edition-select-list-item left"> <a href="javascript:void(0)" onclick="switchEdition("es-mx")" role="button"> <div class="edition-image-esmx"></div> <div class="edition-label">Mexico</div> </a> </div> </div> <div class="edition-list-container"> <div class="edition-select-list-item" onclick="switchEdition("om")"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-om"></div> <div class="edition-label">Oman</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition("qa")"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-qa"></div> <div class="edition-label">Qatar</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition("sa")"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-sa"></div> <div class="edition-label">Saudi Arabia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition("za")"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-za"></div> <div class="edition-label">South Africa</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition("ae")"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-uae"></div> <div class="edition-label">United Arab Emirates</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition("uk")"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-uk"></div> <div class="edition-label">United Kingdom</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition("us")"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-us"></div> <div class="edition-label">United States</div> </a> </div> </div> <div class="edition-select-list-item global" onclick="switchEdition('global')"> <a href="javascript:void(0)" role="button" aria-label="Click to switch to edition"> <div class="edition-image-global"></div> <div class="edition-label">Global</div> </a> </div> </div> <style> .edition-select-list-item.global{ border-top: 1px solid #EDEDED; } .edition-select-list-item.left:last-child{ border-bottom: none; } @media screen and (max-width: 750px) { .edition-select-list-item.global{ border-top: none; } } </style> </li> </ul> </div> <div class="search-bar-form no-print"> <button class="hamburger-menu" onclick="toggleSidebar()" aria-label="Click to open navigation menu"> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> <form onsubmit="navigateToSearchPage(event)"> <div class="search-form-group"> <label for="search-input">Enter the keyword to search</label> <input type="text" id="search-input" name="search" placeholder="Search Documents"> <div class="slash-icon">/</div> </div> </form> </div> <div class="books-header-nav-menu no-print"> <button> Resources <div class="resource-dropdown"> <a class=" " href="/books/help/getting-started/welcome.html"> <img src="/books/image-resources/common/header/help-doc.svg" alt=""> Help Docs </a> <a class=" " href="/books/kb/general/"> <img src="/books/image-resources/common/header/faq.svg" alt=""> FAQ </a> <a class=" " href="https://www.zoho.com/books/api/v3/introduction/#organization-id"> <img src="/books/image-resources/common/header/api-documentation.svg" alt=""> API docs </a> <a class=" " href="https://www.zoho.com/books/developer/extensions/"> <img src="/books/image-resources/common/header/extension.svg" alt=""> Extensions </a> <a class=" " href="/books/whats-new.html"> <img src="/books/image-resources/common/header/whats-new.svg" alt=""> Whatsnew </a> <a class=" " href="https://www.zoho.com/blog/books"> <img src="/books/image-resources/common/header/blogs.svg" alt=""> Blogs </a> <a class=" highlight-menu " href="/books/accounting-terms/accounts.html"> <img src="/books/image-resources/common/header/resources.svg" alt=""> Accounting terms </a> <a class=" for-mobile " href="https://accounts.zoho.com/signin?servicename=ZohoBooks&signupurl=https://www.zoho.com/books/signup/"> Sign In </a> <a class=" for-mobile signin-cta " href="/books/signup/"> Sign Up </a> </div> </button> <a class="signin-cta" href="https://accounts.zoho.com/signin?servicename=ZohoBooks&signupurl=https://www.zoho.com/books/signup/">Sign In</a> <a class="signup-cta-header signup-cta" href="/books/signup/">Sign Up</a> </div> </div> </header> <div class="resource-main-content-wrap"> <div class="resource-main-container"> <nav class="sidebar-lhs-parent no-print" aria-label="Sidebar navigation"> <ul class="sidebar-lhs-wrap"> <div class="mobile-nav-title"> <p>Topics</p> <button class="close-icon" onclick="toggleSidebar()" aria-label="Close the sidebar navigation"> <div class="bar bar-1"></div> <div class="bar bar-2"></div> </button> </div> <li class="menu-toggle open "> Getting Started <ul class="nested-submenu-toggle" style="max-height: unset;" > <li class="active" > <a href="/books/videos/general/">All Videos - Getting Started</a> </li> <li > <a href="/books/videos/general/zb-nutshell.html">Zoho Books Overview</a> </li> <li > <a href="/books/videos/general/zb-settingup.html">Zoho Books Set Up</a> </li> <li > <a href="/books/videos/general/zb-navigation.html">Zoho Books Navigation</a> </li> <li > <a href="/books/videos/general/users.html">Users and Roles</a> </li> </ul> </li> <li class="menu-toggle "> Customers & Vendors <ul class="nested-submenu-toggle" > <li > <a href="/books/videos/contacts/">All Videos - Customers & Vendors</a> </li> <li > <a href="/books/videos/contacts/add-customers-vendors.html">Add Customers & Vendors</a> </li> <li > <a href="/books/videos/contacts/custom-field.html">Custom Fields for Customers/Vendors</a> </li> </ul> </li> <li class="menu-toggle "> Items <ul class="nested-submenu-toggle" > <li > <a href="/books/videos/items/">All Videos - Items</a> </li> <li > <a href="/books/videos/items/add-items.html">Add Items</a> </li> <li > <a href="/books/videos/items/create-price-lists.html">Create Price Lists</a> </li> <li > <a href="/books/videos/items/track-item-inventory.html">Enable Inventory Tracking</a> </li> <li > <a href="/books/videos/items/manage-items.html">Manage Inventory</a> </li> <li > <a href="/books/videos/items/custom-field-items.html">Custom Fields for Items</a> </li> </ul> </li> <li class="menu-toggle "> Sales <ul class="nested-submenu-toggle" > <li > <a href="/books/videos/sales/">All Videos - Sales</a> </li> <li > <a href="/books/videos/sales/create-estimate.html">Create Estimates</a> </li> <li > <a href="/books/videos/sales/create-retainer-invoice.html">Create Retainer Invoices</a> </li> <li > <a href="/books/videos/sales/create-sales-order.html">Create Sales Orders</a> </li> <li > <a href="/books/videos/sales/create-invoice.html">Create Invoices</a> </li> <li > <a href="/books/videos/sales/create-recurring-invoice.html">Create Recurring Invoices</a> </li> <li > <a href="/books/videos/sales/payment-reminder.html">Payment Reminders</a> </li> <li > <a href="/books/videos/sales/custom-field-invoice.html">Custom Fields</a> </li> </ul> </li> <li class="menu-toggle "> Payments <ul class="nested-submenu-toggle" > <li > <a href="/books/videos/payments/">All Videos - Payments</a> </li> <li > <a href="/books/videos/payments/online-payments.html">Online Payments</a> </li> <li > <a href="/books/videos/payments/auto-charge.html">Auto-charge Customers</a> </li> <li > <a href="/books/videos/payments/offline-payments.html">Offline Payments</a> </li> </ul> </li> </ul> </nav> <div class="resource-content-wrap video-doc"> <h1 class="videos-title">Getting Started</h1> <div class="videos-overview"> <li> <a href="zb-nutshell.html"> <div class="video-frame-border "> <h5>Zoho Books in a Nutshell <span>(1:10)</span></h5> <div class="video-img-container"> <img class="play-video-img" src="/books/videos/images/general/zb_nutshell.jpg" alt=""> <div class="play-button"><svg class="circle-bg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 70 70"><circle cx="35" cy="35" r="34.8"/><path fill="#3c73dc" d="M46.2 35.6L30.5 47.3V23.8z"/></svg></div> </div> <p class="video-desc">Zoho Books is an online accounting application that takes care of the accounting needs of your business. You can record, audit and analyze all financial transactions easily. Watch this video to get a glimpse into the different modules available in Zoho Books.</p> </div> </a> </li> <li> <a href="zb-settingup.html"> <div class="video-frame-border "> <h5>Set up Zoho Books Organization <span>(1:59)</span></h5> <div class="video-img-container"> <img class="play-video-img" src="/books/videos/images/general/zb_settingup.jpg" alt=""> <div class="play-button"><svg class="circle-bg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 70 70"><circle cx="35" cy="35" r="34.8"/><path fill="#3c73dc" d="M46.2 35.6L30.5 47.3V23.8z"/></svg></div> </div> <p class="video-desc">New to Zoho Books? Welcome aboard! Watch this video on how to sign up and set up your organization in four simple steps. This covers a quick tour starting from filling in your organization details to configuring payment gateways.</p> </div> </a> </li> <li> <a href="zb-navigation.html"> <div class="video-frame-border "> <h5>Navigating Zoho Books <span>(5:08)</span></h5> <div class="video-img-container"> <img class="play-video-img" src="/books/videos/images/general/zb_navigation.jpg" alt=""> <div class="play-button"><svg class="circle-bg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 70 70"><circle cx="35" cy="35" r="34.8"/><path fill="#3c73dc" d="M46.2 35.6L30.5 47.3V23.8z"/></svg></div> </div> <p class="video-desc">Zoho Books is an easy-to-use accounting application to manage your finances. From the intuitive dashboard to the insightful reports, you can find out where each of the module is located within Zoho Books, by watching this video.</p> </div> </a> </li> <li> <a href="users.html"> <div class="video-frame-border "> <h5>Set up Roles & Invite Users <span>(1:38)</span></h5> <div class="video-img-container"> <img class="play-video-img" src="/books/videos/images/general/user_roles.png" alt=""> <div class="play-button"><svg class="circle-bg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 70 70"><circle cx="35" cy="35" r="34.8"/><path fill="#3c73dc" d="M46.2 35.6L30.5 47.3V23.8z"/></svg></div> </div> <p class="video-desc">Collaborate with other people in your organization by adding them as users in Zoho Books. This video tutorial details about creating a role with a set of permissions, inviting new users, and assigning them role based access.</p> </div> </a> </li> </div> </div> <div class="resource-sidebar-rhs-parent no-print"> <div class="resource-sidebar-rhs"> <div class="feedback-rhs-parent"> <a href="https://help.zoho.com/portal/en/community/zoho-books"> <svg viewBox="0 0 512 512" alt><path d="M294.6 507.5h-77.1c-12 0-21.8-9.8-21.8-21.8v-1.3c0-12 9.8-21.8 21.8-21.8h77.1c12 0 21.8 9.8 21.8 21.8v1.3c0 12-9.7 21.8-21.8 21.8zm156-308.4c0-107.6-87.3-194.8-194.9-194.6-107.8.2-195.4 89-194.3 196.7.7 64.2 32.5 121 81.1 155.9 10.1 7.2 17.6 17.5 21.7 29.1l11.5 32.1c4 11.1 14.5 18.6 26.4 18.6h107.8c11.8 0 22.4-7.4 26.4-18.6l11.4-31.9c4.2-11.8 11.8-22.1 22-29.5 49-35.2 80.9-92.8 80.9-157.8z"/><path opacity=".81" fill="#FFF" d="M220.1 316.7c-6.1 0-12.1-2.3-16.8-6.9-9.3-9.3-9.4-24.3-.1-33.6l40.5-40.8-27.5-21.2c-5.4-4.1-8.7-10.4-9.2-17.2s2-13.4 6.7-18.3l61.2-62.6c9.2-9.4 24.2-9.6 33.6-.4 9.4 9.2 9.6 24.2.4 33.6L266.5 193l27.6 21.3c5.4 4.2 8.8 10.5 9.2 17.3s-2 13.5-6.9 18.3L237 309.7c-4.7 4.7-10.8 7-16.9 7z"/></svg> Join the Community Forum </a> </div> </div> </div> </div> </div> <footer class="help-footer-wrapper"> <div class="footer-cards-parent"> <div class="footer-card"> <img src="/books/image-resources/common/footer/insight.svg" alt=""> <h3>Get help from other users</h3> <a class="footer-link-parent" href="https://help.zoho.com/portal/en/community/zoho-books"> Visit the Community Forum <img src="/books/image-resources/common/footer/new-tab.svg" alt=""> </a> </div> <div class="footer-card"> <img src="/books/image-resources/common/footer/webinars.svg" alt=""> <h3>Need expert guidance?</h3> <a class="footer-link-parent" href="/books/webinars/"> Register for a webinar <img src="/books/image-resources/common/footer/new-tab.svg" alt=""> </a> </div> <div class="footer-card"> <img src="/books/image-resources/common/footer/phone.svg" alt=""> <h3>Monday - Friday (9:00 AM to 6:00 PM)</h3> <p>US +1 8443165544 <br> UK +44 8000856099 <br> Australia +61 1800911076</p> </div> <div class="footer-card"> <img src="/books/image-resources/common/footer/mail.svg" alt=""> <h3>Need more help? Email us at</h3> <p>support@zohobooks.com</p> </div> <div class="footer-card"> <div class="other-platform-list"> <a aria-label="Download on Android playstore" href="https://apps.apple.com/app/apple-store/id710446064?pt=423641&ct=website_footerPage&mt=8"><img src="/books/help/images/getting-started/welcome/apple.svg" alt=""></a> <a aria-label="Download on Apple appstore" href="https://play.google.com/store/apps/details?id=com.zoho.books&referrer=utm_source%3Dwebsite%26utm_medium%3Dfooter"><img src="/books/help/images/getting-started/welcome/android.svg" alt=""></a> <a aria-label="Download on Windows store" href="https://www.microsoft.com/store/apps/9WZDNCRDFD1F?cid=ZohoBooksHelpDocFooter"><img src="/books/help/images/getting-started/welcome/windows.svg" alt=""></a> </div> <h3>Get the app on iOS, Android & Windows</h3> </div> </div> <div class="common-footer"></div> </footer> <script type="text/javascript" src="/books/js/index.js"></script> <script src="https://www.zohowebstatic.com/sites/zweb/js/common/zf/prd-common.js" defer></script> <script src="/books/js/ue-resources.min.js?v=sha256-IBQ2kd7PPSx0xBSh2m1EEpxpLoHBkDkiK3CHLDdhnOk%3d" defer></script> </body> </html>