Summary: Zoho Books handles invoicing, expenses, bank feeds and sales tax. Here's how to set it up correctly.
Zoho Books is cloud accounting software suited to many small and midsize US businesses.
Setup checklist
- Set organization details, fiscal year and base currency.
- Configure the chart of accounts with your accountant.
- Set up US sales tax rates for the states where you have obligations.
- Connect bank and credit card feeds.
- Customize invoice templates and payment terms.
- Enable online payments.
- Import contacts, items and opening balances.
- Set user roles for staff and your accountant.
Automation
Use recurring invoices, payment reminders and bank rules to reduce manual work.
Integrations
Zoho Books integrates with Zoho CRM, Zoho Inventory and payment gateways.
FAQs
Can I migrate from QuickBooks?
Yes — contacts, items, transactions and balances can be migrated.
Does Zoho Books handle sales tax?
Yes, you can configure rates and generate reports. Confirm obligations with your tax advisor.
Can my accountant access it?
Yes, with an accountant role.
