01. Getting Started(6) How to add your first company to ZotaBooks How do I add my opening balances ? Can I amend the Opening Balances ? How do I Add a New Project ? How do I Add a New Customer ?02. Timesheet(3) How do I add a new project to Timesheet ? How do I use Timesheet ? Why can’t I recall a Timesheet ?03. Expense(3) How do I use the Expense app ? How do I upload expenses ? How do I mark an expense claim as paid to an employee ?04. Sales(1) How do I use the Sales app ?05. Invoice Issued(4) How do I raise an invoice to a client ? Which projects can I invoice time from ? What actions can I perform against a raised invoice ? How do I download an invoice PDF for an invoice raised ?06. Invoiced Received(2) How do I use the Invoice Received app ? How do I deduct Construction Industry Scheme tax from an invoice received ?07. Bank Statement(3) How do I use the bank statement app ? Can I change the order of transactions in the Bank Statement ? How do I upload transactions for a Bank Statement08. Bank Reconciliation(2) How do I use the bank reconciliation app ? How do I unmatch reconciled bank statement and bank ledger items ?09. VAT & MTD(3) How do I enter items into the VAT return ? How do I submit my VAT return to HMRC ? How do I Subscribe to HMRC VAT MTD in ZotaBooks ?10. Corporation Tax(2) How do I use Corporation Tax ? Can I adjust my Corporation Tax ?11. Construction Industry Scheme Tax(2) How to Set a Company as Subject to CIS ? How to Set a Supplier as Subject to CIS ?15. Trial Balance(5) How do I view the General Ledger Trial Balance for the company ? How do I Create an Accounting Adjustment ? How do I Reverse an Accounting Adjustment ? Can I add New GL Accounts ? How I add New GL Accounts ?19. Security Roles(4) How do I Add Users to a Security Role ? How do I Add a New User to ZotaBooks ? How do I Create a New Security Role ? How do I Edit a Security Role ?
