How to Create and Use Rules in Zoho Books
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- Опубліковано 11 лют 2025
- How to Create and Use Rules in Zoho Books Tutorial
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In this tutorial, I’ll walk you through how to create and use rules in Zoho Books to make your transaction categorization process faster and more efficient. If you deal with recurring transactions, this feature will save you a lot of time by automatically categorizing them based on the criteria you set.
By the end of this video, you'll know how to:
Set up rules for recurring transactions
Automate transaction categorization in Zoho Books
Manage and edit rules to improve your bookkeeping efficiency
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