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Welcome to Zoho Books
Overview of Zoho Books
Your journey to effortlessly manage your accounting starts here.
Configure Chart of Accounts
The Chart of Accounts in Zoho Books contains a list of default accounts that can be used by any type of business. If there are other accounts that your business needs, you can create them. Learn More
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Enter Opening Balances
If you're migrating from another software you must enter the opening balances in Zoho Books before you start creating transactions to keep your books intact. Learn More
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Connect with Payment Gateways
Integrate with one of the leading payment gateways and collect payments faster from your customers. Learn More
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Enable Customer and Vendor Portals
Customer and vendor portals allow your customers and vendors to keep track and communicate with you about all the transactions that you've created for them. Learn More
Set up Payment Reminders
Payment reminders enable you to remind your customers to make their due payments.Configure them to send automated emails and SMSes as reminders and collect payments on time. Learn More
Configure Roles and Permission
Add your employees, timesheet staff, and accountants as users to Zoho Books by configuring different roles and permissions for them. Learn More
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Configure automated email alerts
Define the criteria in the workflow rule
Create an email alert
Receive automated email alerts
Make your transactions reflect your brand
Customize your templates
Add your organization's logo to the templates
Add the bank details to the template
Have a question?
Write to us at support.usa@zohobooks.com and we'll answer you.
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Want to understand all that Zoho Books offers?
Request a demo with one of our product experts and they will explain everything to you.
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Learn more from our webinars
Gain in-depth understanding from our collection of recorded webinars.
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