Zoho Books transition to paid subscription
Nearing the end of the subscription period, you will receive a reminder from Zoho with instructions to convert the membership to a paid membership. I would recommend putting a calendar event in your calendar a day prior to expiry, in case the email is missed, or for one reason or other not received.
When you update your subscription, all the information is retained as if nothing changed (basically, only the plan is updated from Trial to Paid subscription). Should you wish assistance during the subscription transfer, or you wish to subscribe through Aurelian Group (we can do this via bank transfer, instead of credit card), please do contact us at least a week before the trial period expires. You can do this via the regular email address, or email@example.com
Projects to Books and Expense Integration
When you are using Projects, Books, and Expense, the integration between the three is very useful, but not as straightforward to set up. First thing to realise, is that the integration is via Books - i.e first projects are integrated with books, and ...
Charging and collecting GST in Zoho Books
This article is about how GST is booked in Zoho Books. From Setup to Invoicing to Lodging with the ATO. First, the GST needs to be set up. This is done under Settings (gear icon on the top right of the application window). Create a new tax, call it ...
How to set up spam control for Zoho Mail (beginners guide)
If you want to take control of the spam that comes into your inbox, this video is for you. There is no advanced "secret squirrel" settings here. This is aimed at the regular small business owner that manages the email server. The last bit of the ...
Can I backdate an Invoice in Zoho Books?
You can enter a date prior to the current date in Zoho Books when you create an invoice. Do note, that the accounting period in which the invoice is dated must be before the lockout date (typically you close a financial year when the accounts have ...
How to sign up to a Zoho One trial
If you are not based in the EU, you can sign up to a trial by clicking this link - or see the video for how to sign up via the Aurelian Group website. If you are in the EU, please sign up by clicking this link.