Zoho Books is a double entry accounting system which automatically creates a journal, moves money from one account to another, and appropriately applies debits and credits.
Run reports in seconds.
Understanding your business performance is the key to growing your business. The powerful analytics in Zoho Books help you see your receivables, payables, cash flow, income, and expenses right from your dashboard.
Automate banking. Skip data entry.
Zoho Books makes reconciliation a snap. Simply export a bank statement from your online banking whenever you need and import it into Zoho Books. Set up Bank Rules and watch transactions get categorized the moment they land in Zoho Books.
Track, adjust, and replenish stock easily.
Constantly monitoring the items you sell can be time consuming. Zoho Books automatically updates the quantity and the value of the items as they come in and out of the business. With Zoho Books, know the exact quantity available, adjust it when needed, and also set notifications to purchase items when the stock levels fall.
Accounting on the go.
Manage your finances wherever you go, with the Zoho Books mobile apps. Invoicing, bank feeds and reports all available on your smartphone.
Order Zoho Books and access the product via the control panel
Customize Zoho Books to your needs
Install the mobile apps on Android, iOS and Windows Mobile.
Zoho Books is a cloud-based accounting software that has all the features of Zoho Invoice along with banking, inventory management and powerful financial reports such as Profit and Loss, Cash Flow Statements and lots more.
Zoho Books allows you to create multiple organizations under a single account. To create a new organization click on your organization name present on the top-right corner and select the Manage option. If you wish to switch between your organizations, click on your organization name present on the top-right corner. A list of all your organizations will be displayed. Choose the organization to which you would like to switch to, from the list.
Zoho Books supports several online payment gateways that make it easy for you to receive your payments in an instant. When you send out an invoice to your customer, simply enable the payment modes of your choice under the Payment Options field.
To backup all the data of your Zoho Books account click on the Gear icon present on the top-right corner of the page, and select Data Backup option. A few minutes after you click the button (approx. 30 minutes), you will receive an email with a link to download your data.
Zoho Books comes with an option to encrypt all your PDF files that are being sent from Zoho Books. Enabling this option will prevent the user from editing the document or converting it into other file formats.
Yes you can. Zoho Books sends a Weekly Summary Report of the organisation to the admin if the Send Weekly Summary report option is enabled. The report contains a summary of Income and Expense, Cash Flow, Transactions Overview, Top Expenses, Active Projects, Alerts, and New Feature Updates.
Yes, you can do that. You can view the contacts imported from Zoho CRM into Zoho Books by opening the contacts tab and selecting CRM Contacts from the drop down arrow above the contacts list. Doing so filters only the CRM contacts and displays them in the list.
The client portal is an organized way to view the invoices, estimates and retainer invoices sent to your customer. If you’ve enabled the client portal for your business in Zoho Books and configured it for your customers, they can view their transactions with you by logging into the portal. This includes viewing and accepting/declining their documents, adding comments to the document and making online payments.
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