Zoho Books is a cloud-based accounting solution suitable for small organizations. It features contact management, invoices, expenses, sales and purchase orders, project time tracking and inventory management.

Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. Organizations can automate recurring activities such as billing, payment reminders, auto charge and payment thank you note.

Zoho Books allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses. Organizations can also connect bank and credit card accounts and match automated feeds with transactions.

Zoho Books updates the quantity and value of the items sold and purchased. It sends the notification to purchase items when stock levels fall below a defined value. The solution has the analytical capabilities to provide reports of receivables, payables, cash flow, income and expenses via its dashboard. Support is provided via knowledge base and phone.

Features in Zoho Books

Dashboard

The Dashboard will give you a clear picture of your company finances. It gives you an overview of the Total Receivables, Total Payables, Cash Flow, Income & Expense, Top Expenses, Projects, and Bank & Credit Cards.

Opening Balances

Before you start accounting with Zoho Books, you would need to import the closing balances of your previous financial year as the opening balances for the current year.

Customize your Zoho Books account

Set up Zoho Books as per your business needs. Learn how to update your email address and password, change the theme of your organization, change the default organization, and various other functions in Zoho Books.

Items

Items are the goods or services in your organization. Add or import items and price lists into Zoho Books.

GST

Zoho Books is a GST-compliant software. We have tailor-made it to suit all your accounting needs for GST. Apply GST on your transactions and also file your GSTR from Zoho Books.

Start Invoicing

Create and send invoices to your customers. Receive payments for all the invoices online or manually mark them as paid. You can track all the payments received in different accounts and also record partial payments for invoices.

e-Way Bills

In the GST regime, an e-way bill is an electronically generated document necessary for the movement of goods within the state or outside the state.

e-Way Bills

In the GST regime, an e-way bill is an electronically generated document necessary for the movement of goods within the state or outside the state.

Sales transactions

Create different sales transactions for your customers, such as:

  • Estimates
  • Sales Orders
  • Invoices
  • Recurring Invoices
  • Retainer Invoices
  • Credit Notess

Purchase transactions

Create different purchase transactions for your vendors, such as:

  • Expenses
  • Bills
  • Purchase Orders
  • Payments Made
  • Vendor Credits

Accountant

The Accountant module takes care of all accounting-related aspects in Zoho Books. This module consists of:

  • Manual Journals
  • Base Currency Adjustments
  • Sub Accounts
  • Chart of Accounts
  • Transaction Locking

Banking

With the Banking module, you can learn how to set up your bank or credit card account in Zoho Books, receive bank feeds, reconcile transactions, and perform various other banking operations.

Transaction Approval

Transaction Approval allows you to verify and approve the transactions that your employees create in Zoho Books. You can choose which users get access to this module by giving them the required level of access.

Time Tracking

The Timesheets module is for businesses that charge their customers based on the time spent in finishing a project. Record time using timesheets and bill your customers for the projects you create for them. Additionally, the Client Approval allows you to get your time entries verified and approved by the clients you are working for.

Documents

The Documents feature in Zoho Books will help you streamline and store all your documents in one place. You can upload any document like receipts and attach them to transactions like expenses or bills.

Client Portal

The Client Portal allows your clients to keep track of all the transactions that have taken place between them and your business. Bid goodbye to lengthy emails and collaborate efficiently.

Integrations

Zoho Books can be integrated with various third-party apps as well as its own apps like Inventory, CRM, etc. You can also integrate Zoho Books with multiple payment gateways to receive payments from your customers.

Web Tabs

Web Tabs are similar to browser tabs, but accessible within Zoho Books. It enables you to access web pages or applications that provide you with an embed URL, to be embedded within other applications.

Reports

The Reports module in Zoho Books contain 40+ reports related to your business, accounting and taxes.