Zoho Books partners UK
Zoho Books — accounting software set up right for UK businesses.
Digital Scientists® implement and configure Zoho Books for UK businesses — chart of accounts, VAT returns, bank rules, invoicing and integrations with Zoho CRM configured from the start, not retrofitted.
Zoho Books implementation
What we do —
and why it matters.
Zoho Books is cloud accounting software built for small and mid-size businesses, with full UK VAT support, Making Tax Digital (MTD) compliance, bank feeds and native integration with Zoho CRM and the wider Zoho suite. We configure it for UK accounting requirements — chart of accounts, VAT schemes, bank rules and MTD submission — so it's ready to use on day one.
What's included
Everything in your
Zoho Books implementation.
UK Chart of Accounts
Chart of accounts configured for UK accounting standards and your business type, ready for VAT returns and year-end.
VAT & MTD Setup
VAT scheme configured (standard, flat rate or cash accounting), MTD-compliant VAT returns ready to submit to HMRC.
Bank Rules & Feeds
Bank feeds connected, reconciliation rules built so routine transactions categorise automatically.
Invoice Automation
Branded invoice templates, recurring invoices, payment reminders and automatic reconciliation when payment is received.
Zoho CRM Integration
Zoho Books connected to Zoho CRM so quotes become invoices, customers sync automatically and finance has real-time sales visibility.
Team & Accountant Access
User roles set up for finance team, director review and accountant access — with the right permissions for each.
Why a Zoho partner?
What you get working with Digital Scientists® rather than self-implementing.
VAT, MTD, UK bank feeds and UK chart of accounts are different from the generic Zoho Books defaults. We configure for the UK from the start.
Zoho Books connected to Zoho CRM, Zoho Inventory or Zoho One means one data set across sales, operations and finance.
Bank rules, recurring invoices and automated reminders reduce the monthly finance admin significantly.
Who this is for
The businesses that get
most value from Zoho Books.
Businesses moving from spreadsheets
Growing SMBs replacing manual bookkeeping with a proper cloud accounting system.
Zoho CRM users adding finance
Businesses already using Zoho CRM who want connected accounting in the same platform.
Xero or QuickBooks migrations
Businesses switching to Zoho Books, often as part of a broader Zoho One adoption.
FAQs
Zoho Books questions
answered.
Is Zoho Books compliant with Making Tax Digital?
Yes. Zoho Books is MTD-compatible for VAT. We configure the MTD connection to HMRC as part of every UK Zoho Books implementation.
Can you migrate from Xero or QuickBooks?
Yes. We migrate your chart of accounts, opening balances and historical transaction data from Xero, QuickBooks or spreadsheets into Zoho Books.
Which UK banks are supported for bank feeds?
Zoho Books supports major UK banks including Barclays, HSBC, Lloyds, NatWest, Starling and Monzo via Open Banking connections.
Can Zoho Books work with our accountant?
Yes. We set up accountant access with appropriate permissions and provide documentation for your accountant explaining how to use the platform for year-end work.
Does Zoho Books integrate with Zoho CRM?
Yes — natively. Customers, quotes and sales orders in CRM sync with Zoho Books, and you can convert CRM quotes to Zoho Books invoices with one click.
Related Zoho products
Often implemented
alongside Zoho Books.
Zoho Books set up correctly for your UK business.
VAT-ready, MTD-compliant and integrated with your wider Zoho setup from day one.