Powerful Financial Platform for Growing Businesses

06/06/22 12:49 PM By Ana

Zoho Books is a convenient accounting solution for small businesses that helps them manage their finances and cash flow. From the Zoho Books platform, you can send professional invoices to customers and begin accepting online payments. This accounting system is simple and easy to use. Visual graphs and quick overviews of your company's financial data can be easily accessible at a glance on your dashboard, while the rest of its functionalities can be found on the navigation toolbar. Zoho Books is your one-stop shop for managing accounting tasks and organizing transactions. It's a single secure location where you can keep track of your company's bills and invoices, reconcile bank statements, control spending, manage projects, and eliminate compliance concerns.

What Zoho Books has to offer:

    • Zoho Books allows you to import all bank and credit card transactions and categorize them according to your bank's rules. As a result, you can eliminate time-consuming data entry tasks while remaining compliant with all banking and financial standards.
    • Zoho Books is packed with collaboration features that make users feel like they are a part of the payment process. Your users can use Zoho's online client portal to access their estimates, invoices, and make direct payments.
    • You can collect prepayments and retainers, generate invoices, record offline payments, and associate these payments to specific projects and invoices using Zoho Books.
    • Zoho Books is integrated with Zoho CRM, so you can use it to track your customers' credit statuses, create new orders, access product pricing information, and much more.
    • Change the settings in your Zoho Books to modify your workflow rules and automate your notifications.
    • Zoho Books is ideal for all teams, no matter how diverse they are. You can manage your finances wherever you are by using dedicated apps on your Windows, Mac, iOS, and Android devices.
    • In addition to English, Zoho Books is available in German, Spanish, French, Italian, Dutch, Portuguese, Swedish, Chinese, Brazilian, and Japanese.

Why Zoho Books is the preferred accounting software business?

Features of Zoho Books: 

  1. With Zoho Books, you can keep the money coming in. Send estimates, turn them into invoices, and get paid on time online.
  • Invoices can be generated in seconds.
  • Payment reminders make it simple to chase down payments.
  • Give your customers the option to pay online and get paid faster.

  2. Keep track of your payables and understand where your money is going. Zoho Books simplifies the management of payables, from vendor bills to expenses.
  • Purchase orders must be created and sent.
  • Upload your expense receipts.
  • Keep a record of your payments.

   3. Capture the goods and services you provide and add them to your transactions as soon as possible.
  • Always keep an eye on inventory levels.
  • Set a reorder point and replenish stock as needed.
  • Organize your inventory by including vital information such as SKU, cost, and stock on hand.

    4. Create a bank account and import your transactions into accounting software.
  • Import your bank statements into Zoho Books to eliminate data entry.
  • Create rules to help you categorize your banking transactions.
  • Reconcile transactions quickly and prepare for tax season.

     5. Gather all of your contacts in one location for easy communication.
  • Zoho Books allows you to create, edit, and manage customer and supplier contacts
  • Use the client portal to collaborate with your clients.
  • Store customers' payment information securely in order to automatically charge them for recurring transactions.

      6. Keep track of project time and easily invoice your customers for your work.
  • Easily manage multiple projects.
  • Invoices can be generated directly from projects.
  • Keep track of unbilled hours and expenses.

                7. Zoho Books provides 50+ business reports, ranging from profit and loss statements and inventory summary reports to tax summary reports, to help                         you run your business smoothly.
  • Schedule reports and send them to yourself or your team via email.
  • Your customised dashboard will provide you with a business overview.
  • Customize reports and further filter data for better insights.

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