How to Categorize Your Transactions in Zoho Books (Step-by-Step Guide)

How to Categorize Your Transactions in Zoho Books (Step-by-Step Guide) In this video, I’ll walk you through how to categorize your transactions in Zoho Books. We’ll cover two essential methods: matching transactions from your bank feed with existing records and manually categorizing uncategorized transactions. Whether you're a small business owner or just getting started with Zoho Books, this tutorial will help you get your finances organized and onto your books correctly. By the end of this video, you’ll know how to manage your uncategorized transactions, add vendors, and even create rules to streamline your bookkeeping. Looking for more? ✅ Sign up for Zoho Books through our partner portal: https://store.zoho.com/ResellerCustom... 📧 Stay in the loop! Sign up for my newsletter for more business tips and insights: https://newlightfs.com/newsletter 💡 Want to learn more about New Light Financial Solutions and what we do? Check us out: https://newlightfs.com/ 📞 Need help with your books or want to grow a more profitable business? Book a free call: https://newlightfs.com/rightfit Don’t forget to like, subscribe, and hit the bell icon to stay updated on more Zoho Books tutorials and business finance tips!