If you are new to cloud accounting or have just migrated to a new accounting environment, it is vital to set up your accounting system correctly to avoid problems in the future.
Even for experienced bookkeepers, this can be a big task, but it doesn't have to be. To help streamline the process of setting up your accounting system, the Zoho team will host an Introduction to Cloud Accounting webinar on August 19, 2020 at 9 am PDT.
In this session, we'll sit down with Joshua Bleznick, an accounting technology expert from leading New York accounting firm Presti and Naegele, to learn the most important functions for new users setting up an accounting system.
We'll also be discussing the most important modules within Zoho Books and strategies for a quick and easy start with the app.
Key takeaways from the webinar:
- How to set up a new cloud accounting system
- How to set up new contacts, invoice templates, email templates, and more
- Strategies for staying on top of your financial records
- What automation workflows are and how users can set them up
This is an interactive webinar, so you'll have the chance to ask questions and get them answered by the Zoho team and Josh. The session also qualifies for 1 hour of CPE credit for CPAs.