Zoho Books Partners

What Is Zoho Books?

It is a comprehensive accounting software solution that enables businesses to easily manage their finances across multiple departments, streamline workflows, and collaborate effectively throughout their entire organisation. As trusted Zoho Implementation specialists, we understand the power of its features, including customisable invoicing, automated payment reminders, inventory management, and financial reporting. This application makes it easy for businesses of all sizes to stay on top of their finances and gain valuable insights into their operations.

Click the sections below to expand features

Invoicing

Estimates

Client Portal

Expenses

Processes

Projects

Inventory

Reports

Invoicing

Create Professional Invoices

Empowers businesses to generate branded invoices quickly and easily. Customise the invoices to match the brand's look and feel, ensuring a professional and polished appearance when sending invoices to customers.

Faster Payments

Utilise easy and versatile payment options for invoices, allowing customers to pay via cash, cheque, or web payments. This flexible payment system ensures thatcustomers can choose the payment method that they prefer to use the most.

Automated Follow-Ups

Setting up automatic reminders ensures that customers who are late on their payments or consistently forget to pay are reminded without any intervention. This helps streamline the payment process, saving valuable time for the business.

Global Currency Conversions

By registering products in the software, it can automatically convert prices to different global currencies. This feature helps streamline the checkout process and provides a better experience for international customers.

Recurring Invoices

Setting up recurring invoices is an effective way to ensure timely and secure payments without the need for follow-up messages. By leveraging the software's authentication, businesses can rest assured that their recurring invoices are being processed securely.

Verify Transactions

Using the application, businesses can minimise the risk of fraudulent transactions by verifying their invoices before dispatching them to customers. Moreover, the application's security measures guarantee that businesses can securely send emails using their own signature, ensuring authenticity.

Estimates

Create Estimates

The application offers a streamlined and efficient solution for creating estimates for businesses. With the ability to quickly add contact information and prices recorded, estimates can be created in a matter of minutes by as little as one click.

Customisable Templates

Customise business invoices to match the brand's theme and showcase the company logo. Choose from a wide range of customisable invoice templates and tailor them to specific requirements.

Signature Security

Enhance the security and authentication of business estimates by providing the ability to digitally sign off on them before sending them for customer approval. This feature adds an extra layer of protection and ensures no tampering has taken place.

Keep Track Of Estimates

View the progress of business estimates, including any negotiations or changes made. This feature keeps the business up-to-date on the status of estimates, so they can quickly take action when necessary.

Estimate To Invoice Conversion

The process of creating invoices is made even simpler by the ability to turn accepted estimates into invoices with just one click. This saves the business time and effort that would have been spent creating a new transaction for an estimate.

Client Portal

Gauge Customer Satisfaction

Request feedback from customers at the end of a transaction, giving businesses valuable insights into areas for improvement. With customisable feedback forms, they can ask specific questions to understand the customers' needs.

Expedite Estimate Approvals

Efficiently send and discuss quotes with clients to accelerate negotiations, eliminating the need for lengthy email threads regarding estimates. This streamlined process allows for faster communication and easier collaboration.

Authenticity

Enable customers to securely and easily digitally sign estimates, ensuring a more secure approval process. The integration encrypts all documents to provide enhanced security, making sure that they are safe.

Simple Payment Process

Customers have the flexibility to pay for their invoices in full or in part. In case of overdue payments, they can easily clear multiple invoices with a single click, streamlining the payments and ensuring that customers are able to settle the invoices.

Real-Time Alerts

Provide real-time updates on client activity to keep the business informed about the status of any invoices. Whenever the status of the negotiation changes, they will receive a notification from allowing businesses to stay informed.

Expenses

Keep Track Of Expenses

Provide the business with a centralised platform to monitor and manage its expenses efficiently. With a comprehensive and detailed overview, the team can easily track how money is being spent.

Manage Recurring Expenses

The application simplifies business expense management by enabling the team to establish recurring expenses. This functionality saves time by automatically logging expenses that occur regularly, allowing the business to allocate more time to other tasks.

Bill Scanning

Streamline business accounting by attaching supporting documents like bills, receipts, and credit notes to transactions. With the auto-scan feature, all relevant information is automatically extracted and stored.

Processes

Link Accounts

Easily connect bank accounts, allowing for quick and secure retrieval of business transactions without manual data entry. This feature helps to simplify the accounting process and eliminate errors that may arise from manual data entry.

Activity Tracking

Obtain a thorough overview of the business's banking activity, maintaining a detailed and straightforward audit trail to prevent fraudulent practices. In case of errors, this ensures swift detection and resolution, enhancing financial security and accountability.

Bulk Actions

Leverage the bulk action feature to manage the large volume of transactions within the business efficiently. With this feature, businesses can categorise transactions based on similarities or select and delete multiple items simultaneously, streamlining the bookkeeping process.

Transaction Categories

Manage transactions efficiently by automatically categorising transactions, thereby reducing the likelihood of overlooking any items. This feature can be particularly helpful when a large volume of transactions occurs.

Projects

Time Tracking

Track billable hours using work logs. This feature allows businesses to effortlessly record the time dedicated by each team member to specific projects, ensuring accurate invoicing for their efforts.

Project Tracking

Effortlessly manage multiple projects with this feature, providing businesses with a centralised hub to track and monitor progress. Easily add tasks to projects and assign them to designated employees for streamlined task delegation.

Employee Collaboration

Empower businesses to establish roles that control employee access to projects and resources effectively. With defined roles, users can have their views restricted and be granted or denied access to particular features, ensuring that employees have access to only the necessary services.

Project Expense Management

With the application, businesses can track their expenses meticulously, ensuring that projects remain within their budgets. Additionally, they can streamline their billing process, allowing them to automatically bill all project expenses at once, rather than individually.

Mobile Work Log

Effortlessly monitor and record billable hours directly from a mobile device, even while on the move. Whether attending meetings or traveling for work, team members can conveniently access the app, log their hours, and efficiently maintain project updates.

Inventory

Capture Product Details

Maintain organised product inventories by centralising crucial information about products, including SKU numbers, product images, vendor details, costs, and current stock levels in one place.

Customised Rates

Easily create a price list that suits the needs of the business, including custom pricing for specific vendors or customers. Price markups or discounts can also be added to the list, making it easier to adjust pricing based on various factors.

Stock Tracking

Monitor inventory in real-time, from the moment a product enters the system until it's sold. The software provides an inventory tracking system that sends alerts for low stock or sold-out items.

Inventory Changes

Updating the product inventory in real-time ensures that the store accurately reflects product availability to customers. This prevents customers from ordering out-of-stock products, enhancing the overall customer experience.

Inventory Reports

Inventory reports offer businesses insights into their current stock levels and inventory valuation using the First In, First Out (FIFO) method. This provides accurate information on stock costs and any related changes for better decision-making.

Reports

Dashboard Insights

Leverage dashboard reports showcasing income and expenditure details to monitor a project's financial performance relative to its expenses and revenue. These reports facilitate informed decision-making concerning projects.

Business Decisions

Produce business reports instantly, offering insights into crucial financial data like profit and loss statements, balance sheets, and more. These reports enable businesses to grasp their financial performances effectively.

Team Progress

Collaboration is streamlined with the ability to share business reports across the entire team. This ensures everyone has a comprehensive view of project status, strengths, and weaknesses, fostering effective teamwork.

Report Scheduling

Allow businesses to customise the scheduling of their reports based on their preferences. This feature ensures that project outcomes are consistently tracked, as reports are automatically generated at the designated date and time.

Category-Specific Reports

Utilise the category report feature to generate reports tailored for e-commerce businesses. This functionality enables businesses to effortlessly monitor and assess the performance of each category, facilitating deeper product analysis and informed business decisions.

Tax Report Conversions

Creating tax reports is simplified with the application, enabling businesses to generate tax reports in various currencies according to country-specific regulations. This functionality streamlines the process of determining tax rates and other applicable charges, ensuring compliance with local tax laws.

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+ 1 Hour of Free Support.

Give Zoho Books a go yourself. As a bonus, we will throw in one hour of free consultation support to get you up and running if you need any assistance.

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Step 2: Book Your Discovery Call

During our call, we will immediately resolve any query or issue you may have. This can include any coding requirements.

How Zoho Books Helps You

Simple Accounting Solutions

This platform streamlines the routine accounting processes essential for businesses, encompassing everything from negotiating deals to invoicing. By automating these tasks, it liberates time and attention, empowering businesses to focus on strategic business growth and development.

Adhering To Guidelines

Ensure compliance with HMRC guidelines by accurately assessing the VAT liability of the business and preparing audit reports and VAT returns effortlessly. With streamlined automated processes, fulfilling these requirements is simpler than ever.

Endless Application Integration

Leverage the application's integration capabilities to unlock the full potential of the business. With the ability to integrate with over 50 solutions, including other Zoho applications, businesses can ensure that all their requirements are addressed.

What Can We Do For You?

At Digital Scientists, we prioritise financial management for businesses. As certified Zoho partners, we offer expertise in managing the platform effectively tailored to each business's needs. With our services as Zoho consultants, our team is equipped to assist with any required tasks, ensuring optimal utilisation of Zoho's capabilities.

Our Expertise

As Zoho UK books partners, We excel in addressing diverse business needs with expertise in various Zoho Books areas. From setting up customised payment systems to managing inventory and sales processes, we ensure tailored solutions for seamless operations. Additionally, we specialise in developing systems for generating bespoke business reports. With our support, businesses can thrive and expand effectively.

Invoicing and Estimates

As Zoho experts, Our team specialises in establishing efficient invoicing and estimating procedures tailored to business needs. We're adept at configuring payment gateways and facilitating seamless customer transactions. Moreover, we optimise invoice settings and styles to align with business preferences. Additionally, we assist in managing expenses by creating dashboards on Zoho Books for monitoring, and setting up recurring events to ensure timely payment of bills and invoices.

Business Processes

At Digital Scientists, our team, including experienced Zoho Consultants excels in maximising the potential of Zoho Books. From streamlining operations to simplifying crucial tasks, we cover it all. We specialise in linking accounts with Zoho Books, ensuring accurate payment processing. Moreover, we establish transaction categories to prioritise essential payments and distinguish them from less critical ones.

Project Management

Efficient project management is crucial for smooth project execution. With our expertise, businesses can generate comprehensive budget overviews, enabling them to understand the scope of their projects within budget constraints. Additionally, our services extend to creating projected billing and expense charts, offering insights into the anticipated progress of the project.

Inventory and Sales Orders

As skilled Zoho developers, our team specialises in customising the Zoho Books system to align with businesses, encompassing their inventory and sales workflows. Leveraging our expertise, we can seamlessly integrate products into the inventory system, ensuring accuracy in details like pricing, stock levels, and SKU numbers. Moreover, we can establish price lists for products, simplifying their inclusion in transactions.

Analytical Reports

At Digital Scientists, our experts go beyond standard business processes; we also offer support in Zoho Books reporting. From scheduling reports to crafting customised report templates, we ensure businesses can access the metrics they need. Our aim is to tailor the entire application to suit each business's unique requirements.

Zoho Books Queries

Is Zoho Books Free?

Below are the tiers of Zoho Books subscriptions and some of their features:

Free Tier

-1 User

-Customer Portal

-Payment Reminders

-Reports

-Report Scheduling

-Zoho Integrations

+ Many other features

Standard Tier (£10)

-3 Users

-Recurring Expenses

-User Roles

-Custom Fields

-Custom Reports

-External Integrations

+ Many other features

Professional Tier (£20)

-Project Expense Tracking

-Timesheets

-Sales Orders

-Stock Tracking

-Tasks

-Sales Approvals

+ Many other features

Premium (£25)

-10 Users

-Custom Domain

-Validation Rules

-Budgeting

-Vendor Portal

-Custom Modules

+ Many other features

Elite (£85)

-Custom Reports

-Inventory Control

-Warehouse Control

-Serial Number Tracking

-Shipment Tracking

-Multi-Currency

+ Many other features

Ultimate (£165)

-15 Users

-Advanced Analytics

-Real-Time Reports

-5 Million Records

-Report Embedding

-25 Custom Modules

+ Many other features

Click here to learn more.

How Do I Make My Logo Visible On Transactions?

To display the business logo on all transactions, it needs to be uploaded to Zoho Books. Begin by logging into the Books account and navigating to "Settings" in the top right corner (indicated by the gear icon). Then, select "Organisation Profile" and choose "Upload Your Logo". Make sure the logo is 240 pixels by 240 pixels for optimal fit on invoices and documents, and click "Save" once the image is uploaded.

How Do I Chargeback A Transaction?

In Zoho Books, businesses can charge back transactions, albeit incurring chargeback fees. To initiate a chargeback, generate a credit note linked to the transaction and access the menu by clicking the three dots in the top corner. Then, select "Refund" to reverse the transaction. To monitor chargeback fees, create a new expense entry to track these costs effectively.

Does Tax Get Calculated For Every Item In An Invoice?

In Zoho Books, when an invoice includes multiple items, they are organised based on tax brackets. This arrangement ensures accurate taxation for item groups, with the total tax amount displayed at the bottom of the invoice. Therefore, taxes are calculated solely on item groups, ensuring accurate invoicing.

How Do I Add More Than One Tax To An Item?

To create a new tax group, navigate to "Settings" > "Taxes" and click on "New Tax Group." Enter a name for the tax group and specify the associations with tax groups as needed. Once saved, this tax group can be applied to various items requiring the tax.

How Do I Track Inventory For An Item?

To begin tracking inventory items, navigate to "Settings" > "Preferences" > "Items." Under the "Inventory" section, locate and check the "Enable Inventory Tracking" checkbox. This enables inventory tracking for all items. To track a new item, create it and ensure the "Track Inventory For This Item" box is checked before saving. To track existing items, go to "Items," select the product, click "Edit," check the tracking box, and save.

How Do I Add A Price List?

To add a price list in Zoho Books, navigate to "Items" in the left sidebar and click on "Price Lists." Create a new price list by clicking on the "+" icon and provide a name for it. Choose the transaction and list type, and optionally add a description. Select either "Markdown" or "Markup" and choose rounding options from the "Round Off To" dropdown. For item-specific price lists, opt for an "Individual Items" price list type upon creation.

How Do I Create A Recurring Invoice?

To set up a recurring invoice, navigate to "Sales" in the left sidebar and select "Recurring Invoices." Click on "New" to initiate a new recurring invoice, input all required information, and then save your changes.

Can I Create Custom Roles?

To create a custom role in Books, go to "Settings" > "Roles" > "Users & Roles". Next, click on "New Role" and set the permissions for the role in the provided menu. Finally, click "Save" to confirm the changes.

Zoho Books Integrations

Zoho Apps

Zoho Books seamlessly integrates with various Zoho applications. For instance, from Zoho CRM, businesses can synchronise contacts, accounts, and products with Zoho Books. Additionally, Zoho Inventory helps in fulfilling orders from Books while tracking stock efficiently. Another notable integration is with Zoho Analytics, generating comprehensive financial reports for businesses to maintain complete oversight. This integration can be complemented with Projects, providing businesses with a clear budget overview for each project.

Zoho CRM

Zoho Analytics

Zoho Projects

Zoho Expense

Zoho Inventory

Zoho People

Zoho Sign

Zoho Commerce

Zoho Subscriptions

Zoho Billing

Zoho Flow

Document Management

Businesses can securely backup and store transaction records using various applications such as Google Drive, OneDrive, Zoho Workdrive, and Dropbox. Moreover, these platforms enable the upload of receipts directly to the Zoho Books system, ensuring secure storage and easy accessibility whenever required.

Zoho Workdrive

Google Drive

One Drive

Dropbox

Box

Evernote

Payment Gateways

Zoho Books seamlessly integrates with various payment platforms, such as Stripe, known for its straightforward transaction charges, and PayPal, offering versatility for diverse customer needs. With these integrations, customers can conveniently process transactions through secure gateways, ensuring simplicity and security throughout the payment process.

PayPal

Stripe

Other Integrations

Zoho Books offers several other integrations to enhance functionality. For instance, Twilio enables the instant delivery of SMS messages for invoices, payments, and reminders, facilitating prompt expense management. Additionally, integration with Slack allows for notifications within the customer portal, keeping users updated on customer activity. Furthermore, integration with Office365 streamlines accounting by syncing contacts, providing a seamless start to financial management.