Go Paperless with Zoho Books and Entryless

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Sifting through hundreds of emails in your inbox to find due bills is downright painful. More tedious is to have to manually type all that bill information back into your accounting system. Automating accounts payable processes has been the prerogative of larger businesses. Not any more. If you’re a small business dealing with more than 50 bills a month, it’s time you consider an effortless way to streamline your AP tasks.

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Entryless, a leading accounts payable service, is now integrated with Zoho Books. Your suppliers can now email bills in any format—PDFPNGJPEG or even paper—to a personalized email address, hosted by Entryless. They will get automatically processed, categorized, and synced into your Zoho Books account, upon your approvals.

So how does this integration benefit your business? Read more

Zoho Books now supports Square Register

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Ever since Square replaced the clunky traditional POS with its simple and sophisticated app,small businesses have been able to sell and monitor their sales, from anywhere. Square offers small businesses a flexible and straightforward medium to accept credit card payments sans the complexity of hidden fees and surprise costs.

Today, we’re happy to announce that Zoho Books now seamlessly integrates with Square. All sales in your Square Register will be automatically captured and consolidated in Zoho Books on a daily basis. With the advanced banking feature in Zoho Books, users can reconcile these transactions instantly to save even more time.

Zoho Books Integration with Square

Take a look at everything the integration has to offer. Read more

Zoho Books integrates with Avalara: Automates sales tax calculation!

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Why is calculating the right
sales tax crucial? First, you may be subject to penalties for collecting and reporting incorrect sales tax. Secondly, inaccurate financials makes your business susceptible to audit. You learn a few tax rates and believe you are doing the calculation properly. Just when you think you’ve got the hang of it, state and local government agencies change rates, AGAIN! Talk about frustration.

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T
here are more than 10,000 taxing jurisdictions in the U.S. It is literally impossible to remember all the respective tax rates, not to mention keeping up with the constant rate changes. Shouldn’t there be a simple way to precisely determine the tax rate for any region in seconds? Well, Avalara AvaTax is a tool that does just that. Read more

New in the App Store: Zoho Books for iPad

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When you say cloud, the first thing that we want you to think of is anytime, anywhere access.  But having said that, a product is never truly on the ‘Cloud’ until it is easily accessible
anytime, anywhere, on any device.

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In an effort to make Zoho Books a complete ‘Cloud’ accounting software app, we’re making a major announcement today. We’re pleased to announce the availability of our new Zoho Books iPad app.This native app is perfectly optimized for your iPad, iPad Air and iPad Mini.

  Read more

Customer Spotlight: A Little Piece Of Marketing goes a long way!

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Most small businesses today do not have the huge budget for promoting their businesses. They cannot afford a dedicated team for marketing or branding when they have to be focused on supporting their current business. That’s when a firm like Alpom Designs comes to the rescue.

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Marjorie Yarrow is the CEO and founder of Alpom Designs, a marketing and graphics designs firm dedicated to helping small businesses get noticed. Alpom Designs helps small businesses with their branding, marketing, graphics design and web development.

 

 Throughout her professional career, Marjorie has always preferred having a unique identity for her work. She believes that working with small businesses provides invaluable experience and makes a difference in the clients’ growth.

 

When she started Alpom Designs, Marjorie needed a complete accounting software for her business. As a freelancer, Marjorie had used Zoho Invoice to invoice her clients. When she started Alpom Designs, it was only natural for her to switch to Zoho’s online accounting software, Zoho Books, to manage her business finance.

 

“Zoho Invoice is a wonderful software application and it was so easy for me to switch to

Zoho Books which had the same interface. A few of my friends were like – Choose QuickBooks, Try QuickBooks, but I felt like I needed more options and I really didn’t want to follow the herd. So that’s when I decided to go with Zoho Books.” she exclaimed.

 

While Alpom Designs helps businesses with marketing and branding, Zoho Books helps manage Alpom Design’s business finance.

 

Read more about Marjorie’s story for useful lessons for budding entrepreneurs.

Introducing Inventory in Zoho Books: Stock Management made easy.

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Yes, it is finally here. We’re excited to announce that inventory management will now be available in Zoho Books. Are you wondering why we’ve brought in inventory management in an accounting software?

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For traders and product based companies who have stock constantly moving in and out, stock control can be just as crucial as managing finance. Often, they use two separate systems to manage these functions. Something like inventory control cannot be an app glued to your accounting software or an add-on. It should be a part of your books in real-time and stock movements should update instantly.

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Sit back and Relax. Zoho Books brings you Auto Charge.

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There are features in a product that address small pain points for customers and then there are ones that make life a breeze. One such feature that falls under the latter category is Auto Charge.

 

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The Auto Charge feature in Zoho Books automates the tedious process of charging your clients regularly. This feature lets you charge your customer’s credit card for recurring invoice payments on a daily/weekly/monthly basis. In case of failed payments, Zoho Books reattempts to process it after a few days (dunning).

With this feature on-board, we’ve eliminated all the major hassles that a business would typically face if they are invoicing on a recurring basis. Now, you don’t have to worry about: 

 

  1. Keeping track of multiple payments.

  2. Manually invoicing customers every day/week/month.

  3. Tracking overdue invoices

  4. Extremely tedious follow ups and reminders.

  5. Securely storing the customers’ card credentials.

 

So how does this feature help your business?

 

Charge Clients Automatically

 

Once the billing period has been set (days/weeks/months), Recurring invoices will be created and your customer’s card will be charged automatically. You can pause and resume the process whenever you want.

Get Alerts And Send Notifications

 

Be it invoicing, be it a payment failure, Zoho Books sends instant email notifications to you and your clients. Though the clients are auto charged by you regularly, the invoices for that are sent to the client for reference.

 

Manage Payment Failures and Retries

 

When a payment fails due to card expiry or incorrect card information, Zoho Books will reattempt processing the payment upto 3 times before the invoice is suspended, keeping you notified all the while.

 

Let Clients Update Critical Information

 

If your client’s credit card is nearing expiry or there is an incorrect card or address information, your clients can update all of that at their convenience from the client portal.

 

Huge sigh of relief, isn’t it? Zoho Books has currently enabled Auto Charge for Stripe. Enabling auto charge for other payment gateways is not far away. So, ideally if your business is all about invoicing customers on a regular basis, configure Auto Charge in Zoho Books, sit back and relax. Watch Zoho Books do its magic with Auto Charge!