Close this search box.

zoho books implementation support and guidance

Get A Zoho Books Setup To Effectively Manage Your Business' Finances

Several business owners dread accounting and bookkeeping because the traditional way of doing it is hard. However, as a business owner, you can’t but engage in the financial calculations needed to balance your books. For all you know, adequate accounting and bookkeeping could be what’s saving your business from running into financial woes.

Nobody really wants to be left clueless about the whereabouts of their documents at the end of the month. No entrepreneur would want to sweat on how money is being spent when they want to audit their records. Other consequences of poor bookkeeping habits range from legal issues, inability to meet with debt settlement, and missing crucial opportunities. 

The problem is that, often, business owners tend to do the record-keeping in their heads rather than in the documents. Perhaps you’ve been in similar shows; instinctively keeping tabs on financial transactions in your head because you’re not always chanced to take a seat, draw out the books, or power up your PC and open Excel. 

An accounting Zoho App loaded with the right tools to make your bookkeeping and financial processes smooth and less stressful will significantly impact your business operations and how dutifully you document important transactions.

According to a white paper from Thomas Reuters, cloud accounting has had a 15% increase in revenue and a 500% increase in customers for some companies. But this is just the tip of the iceberg. With Zoho Books, you can achieve so much more!

What is the Zoho Books Platform?

In choosing a platform to manage your accounting and bookkeeping, you might have had some worries about ease of use, data theft, and software manipulation, among other issues.

The good news is: Zoho Books is a platform specifically designed to allay all your worries and give you a one-stop platform that helps you manage all your accounting tasks and organize all your financial activities in one place.

Unlike other software out there that work as if they have a mind of their own which differs from the goals of the users, Zoho Books offers you a wide range of features that are easy-to-use while also giving you the ability to make flexible changes that suit your preference. You can liken the software to that digital accounting assistant that never leaves your side.

Features and Functions of Zoho Books

Zoho Books was is all-encompassing. This means it is all you’re going to need to meet your account management and financial record-keeping need. Using multiple tools to achieve a single task only causes fatigue and loss of productive time spent on manual input. Zoho Books keeps all the tools you need in a neat interface so you leave no stone unturned in finances. Here are the features that you get to explore once you sign up on the platform.

Sales and Purchase Orders

You can significantly increase your conversion rate when you opt for an order process that is easy to create and effect. This will also help you avoid any discrepancies in your financial records. With Zoho Books, you can convert your sales orders into invoices and convert your purchase orders into bills with a click. Perhaps you are low on stock and a sales order came in, you can kill two birds with one stone by using that same sales order to create a purchase order that you can send to your vendor. How cool is that?

Aside from the functionality, you can also get to modify your orders to fit your brand by adding your logo, font, and brand colors. This helps you stand out and registers professionalism. You can also attach files such as receipts and other documents to provide context to your sales and purchase orders.

You can also share these vital documents with your team through a click. Now imagine the number of copy and paste and manual inputs this would save you. With this, your business operations become faster, and you get to reduce human errors greatly.

Bills and Expenses

These are integral aspects of your business that need microscopic attention. Every single detail matters and you have to be prepared to deal with every unique scenario that might come up. For example, bills and expenses come in different forms. There are some that are recurring and some others that are one-off. Zoho Books is versatile enough to make the recording each of these scenarios effortless for you.

A good scenario is when you need to return some goods to your vendor ‌and rather than make a mental note for a refund which you can forget to track, you can create a credit record for it in Zoho Books until you get refunded.

Another cool tool you will want to get your hands on is the auto-scan feature on Zoho Books. This helps you extract information from scanned files saving you many hours of manual input. 

With Zoho Books, you can account for every minute detail that helps you adjust and position your finances for the rigors and peculiarities of today.

Client and Vendor Portal

What is the essential ingredient for an awesome relationship between you, your clients, and your vendors? You need transparency to solidify their trust in you and also an effective channel to communicate that trust. Besides these, you need a platform that lets you monitor the progress of this relationship so you can step in if there are any issues.

Zoho Books helps you do this by creating a client and a vendor portal for your business associates. This is a place where you can log your financial interactions: talk of records, tracking orders, and invoice management, among many orders. With this, you will save yourself many emails and calls as everyone who has access to the portal can access all needed information and transaction history easily.

Another interesting fact about Zoho Books is that you don’t have to stay hooked to the software to stay on top of developments. You will get notifications about the financial activities of your associates on the go. This will prompt you to take the necessary action and ‌reduce the turnaround time for your financial dealings.

Estimates and Invoices

Zoho Books gives you the opportunity to customize your invoice and estimates. Besides this, you can add a digital signature to these documents on the platform to add additional layers of security to them.

In doing the main job of helping you get paid as well, Zoho Books doesn’t falter. You can easily create invoices by selecting from the contacts and details you already have saved in Zoho Books. You can as well transform your estimates into an invoice in a jiffy. When the invoice gets to your client, they can select the payment option that is most convenient for them, be it cash, check, or web. To further diversify your payment collection options, you can also set up recurring invoices and collect advance payments. This helps you with global positioning and sets you up for faster up-scaling.

Even though the platform is huge in making your account management fast, it doesn’t compromise on accuracy. You can implement checks to ensure your records are accurate before sending them over.


Zoho Books bridges the gap between you and your banking records by making the process of documentation easy and accurate. Say bye-bye to the days of manually inputting or copying and pasting financial records from the bank. You can easily import them into Zoho Books to have them documented. This feature also extends to your PayPal account. With this, you’ll be able to spot imbalances in your accounts and finances quickly and rectify them accordingly.

The platform also helps you implement frameworks that make your work easy. One of them is the auto-categorization of records. Based on pre-set rules and parameters, you can set the categories where each record should fall under. This takes a lot of the burden of sorting and locating your records off your shoulders. 

To top it all, Zoho Books brings your banking records side-by-side with other financial records, thereby making it easy to draw comparisons and reconcile discrepancies.


Records are great, but without the proper context, you lose the meaningful narrative. Zoho Books helps you add the needed context to your account management so you can make well-informed decisions. You can get a holistic view of your transactions and performances at your fingertips and this helps you draw actionable insights from your dashboard.

Sharing these reports with your team also becomes a topic of which option is most preferred by you rather than how to get the needed records to them. You can choose to give them view-only access to these documents, export them to another platform, or print them as hard copies.

Besides the over 50 pre-built analytics you can choose from, you can access even more when you integrate Zoho Books with Zoho Analytics. This gives you wider options to explore.

Getting these reports is no hassle. You can choose to generate reports instantly, or schedule report generation weekly, monthly, quarterly, or annually. Based on your selection, the reports will be delivered to the specified email(s).

Calculating your taxes is also easy peasy with Zoho Books. You can do this without leaving the platform by simply using your records while you set them according to the dictates of your country.


Project execution is very important to every business. Do you know what is as important? Tracking the time it takes to execute such projects. This will help you solve a lot of disputes about financial settlements. Zoho Books allows you to track your projects with ease by either using a timer or logging the billable hours yourself. You can employ this when working with independent contractors or when your business is working as a contractor to an enterprise. You have the option to integrate with Zoho Projects.

Tracking will also come in handy for monitoring multiple projects. You can attach specific tasks relevant to each project and you can also delegate tasks to your team members. This helps you stay organized and coordinated. You can further grant each employee controlled access that allows you to encourage them to take initiative and boost collaboration. Since they can only access as much as you want them to, this can help you balance giving them freedom while still maintaining control.

Why Should You Choose Zoho Books For Your Business?

While there are many account management software tools out there, Zoho Books offers a wide variety of functions at a price that’s affordable for micro and small businesses. This means enjoying the ease of business is not something locked into only the cycle of companies with deep pockets. Zoho Books also addresses virtually all those fears that businesses have attached to account management software. Why should you opt for Zoho Books?

It’s Mobile

Having access to your tools in the present age is a must-have. Since we do most of our activities on our mobile gadgets, secluding your tech stack to desktops is counterproductive. Besides this, the world is opening up to flexible working conditions which is not characterized by workers hunched over their PCs all day but by conscious workers that know how to draw the balance between life and work. 

Zoho Books gives you the flexibility to go mobile with your account management. This way, regardless of where you are — be it in your workspace or in Haiti — you can take your account management with you everywhere you go. Notifications from the app and your email will ensure you never miss out on any important deal.


Zoho’s reputation for a clean and simple interface speaks for itself. You don’t have to take a certification course before you understand how the tools work. Zoho Books is easy-to-operate and once you have had your initial configuration and setup by a Zoho-certified agency like QuakeCinch, you don’t need piles of documents or standard operating procedures to navigate through your Zoho Books account. With Zoho Books’ level of usability, you’ll spend less time googling “how tos” before you can use the software and spend your time on actual account management.

Easy Synchronization

Your marketing efforts are important to how well your company performs and whether or not you’ll turn in the expected sales volume. However, your finances are just as important, and if you don’t get a hold of your finances — especially how you receive and send money — your business might suffer it terribly.

This is why opting for Zoho Books is your best bet. Zoho Books allows for easy synchronization with your CRM and other tools in your tech stack. This way, you get to see how your efforts are translating into sales and can also easily monitor the financial activities across all your teams.


The current business atmosphere gives no room for redundancy and you will have to cut it off as much as you can. Zoho Books takes the burden of repetitive tasks off your hands by empowering you with frameworks to automate your account management. 

When you don’t have to worry about recurring bills and expenses or when your records sort themselves automatically, you have more time on your hands to focus on more important tasks such as decision-making, tracking your business’ performance, generating new leads, and converting visitors into customers. 

Be reminded that automation doesn’t end with the use of Zoho Books, it also extends to other tools in the Zoho suite. With integration, you can take automation even further with the use of additional tools.


Zoho Books will give you the highest level of security that protects you from data breaches. By putting you in control, you get to decide who you give access to your records and the level of access they get to have. Besides this, Zoho Books uses IP, two-factor authentication, SSL and encryption to keep your data safe. In using Zoho Books‌ your confidential information stays confidential.

What Are The Competitors of Zoho Books?

There are a number of competitors of Zoho Books out there, ranging from the old to the new. They include FreshBooks, QuickBooks Online, Xero, and Wave among others. However, in usability, security, extendibility, reliability and putting the users first, Zoho Books stands out. Its rating of 4.5 out of 5 on G2 and 4.7 out of 5 on Software Suggest attest to these, and it’s why it is chosen by many professionals and businesses.

Why choose QuakeCinch for your Zoho CRM App implementation support and guidance?

There are several Zoho partner agencies out there, and some will make unrealistic promises to you. As you browse the pages of some of these partners, you’d be able to tell that they’re more concerned about how many clients they can bring in than how well they can set up their clients for success.
QuakeCinch is different, and here are the things that stand us out from others:

Customer-focused services​

Our mission at QuakeCinch is to understand your business goals and create an ecosystem that allows you to pursue those goals effectively and generate the desired results for your business.

Expertise laced with experience​

We have both the expertise and experience to help you create what works, having worked with hundreds of small- and medium-sized businesses. At QuakeCinch, our services are not limited to helping you utilize the functions and features of the Zoho Books platform.

Result-focused and personalized set up and configuration

We will go over and beyond to create processes that will help you leverage the software and configure it in a way that will help you get the best out of it based on what you need to succeed as a business in your industry.

The thing is, Zoho Books bundle has different pricing stages tailored to match distinct business sizes and goals. Your business might need advanced Zoho Books features, or it might not. At QuakeCinch, we’ll help you tap into the features that matter and will see you achieve your desired results quickly and repeatedly drive success for you.

If you had previously hired a Zoho partner agency to configure your Zoho Books account but the setup is not driving you the results you need and you believe you can get more from the platform than what they did for you, QuakeCinch can help you clean up your Zoho Books dashboard and reconfigure it so the product works in a way that aligns with your business goals.

Continued Customer Support

At QuakeCinch, we walk the talk. We value customer relationships and you can rest assured that our team will be there to support you and help you take advantage of the latest Zoho Books features for your business success.

Extensive competitor migration

We also offer extensive competitor migration from pricey third-party software you currently use to the Zoho alternative. This way, we’ll help you select the right tech stack based on your business size, industry, and goals.
We’ll help you migrate from FreshBooks, QuickBooks Online, Xero, and other pricey competitors and third-party software without you losing your data.

A smooth onboarding process

QuakeCinch is not just concerned about helping you set up your Zoho Books account. We will also give you an onboarding tailored toward your team’s strengths and expertise.
This onboarding will allow you and your team members to understand how to use leverage the personalized setup we made for you for your business’ success.
Setting up a basic Zoho Books account is a walk in the park and you could decide to do it yourself. However, one thing small and medium-sized businesses often discover is that their startup and configuration isn’t bringing them the needed results.
Getting a certified Zoho Partner with years of experience on board will help you get the best Zoho Books plan based on your business size, plans, data size, and goals.
Beyond selecting the best plan, QuakeCinch will also get you the setup and configuration that will help you generate meaningful results and ROI for your sales and marketing efforts.
Ready? Reach out to our team of Zoho experts now to get started with the first step!