Zoho Books is a double entry accounting system which automatically creates a journal, moves money from one account to another, and appropriately applies debits and credits.
Add a manual journal.
Your accountant might want to create manual journals if you've moved money from one account to another. Get it done with Zoho Books.
Prepare financial statements.
Zoho Books helps you create key financial reports like Profit and Loss, Balance Sheet, and Trial Balance to see how your business is performing.
Focus on work. Waste less time.
Manage all your projects in a single place. Add tasks, assign project members, and log time from your mobile phone, or hit the timer button. With us, you can be sure to get your work done on time.
Manage multiple projects easily.
When you're managing multiple projects, tracking time may not be your highest priority. Manage multiple time sheets in Zoho Books and bill them to clients instantly.
Track reimbursable expenses.
If you incur expenses which will be reimbursed by your client, simply add those expenses for the project and include it at the time of billing.
Automate banking. Skip data entry.
Zoho Books makes reconciliation a snap. Simply connect your bank and credit card accounts and match automated feeds with transactions in your account. Want to automate it all? Set up Bank Rules and watch transactions get categorized the moment they land in Zoho Books.
Track, adjust, and replenish stock easily.
Constantly monitoring the items you sell can be time consuming. Zoho Books automatically updates the quantity and the value of the items as they come in and out of the business. With Zoho Books, know the exact quantity available, adjust it when needed, and also set notifications to purchase items when the stock levels fall.
Track your purchases.
Create multiple purchase orders in Zoho Books. Email vendors and convert POs to bills the moment goods come into your business.
Track Your sales.
Keep track of a customer's orders. Instantly convert Sales Order to Purchase Order if stocks are low. On sale of goods, create the invoice in a click.
Collaborate and work together.
People are critical to every business. Be it your customers who bring in the money, your employees who help you run your business efficiently or the vendors who supply you with products or services, Zoho Books helps you manage them all from one place.
Manage contacts easily.
Create, edit, and manage all your customers and suppliers from within Zoho Books. Stay informed of all the activities, and always keep your contacts' information updated.
Add multiple users to Zoho Books and let them help you manage your business finances. Invite your accountant, too, and share your financial information.
Give your clients access to the Client Portal and let them view recent transactions, past payment history and make payments online.
Work smart. Save time.
Streamline your back office tasks with Zoho Books, and organize all your transactions in a single place. Always remain up-to-date on your outstanding invoices and bills.
Get paid faster online.
Offer your customers the convenience to pay you from any location. No more standing in line or waiting for cash payments.
Automate your workflow.
Spend less time on repetitive tasks by setting up your recurring billing, payment reminders, auto charges, and payment thank you notes.
Run reports in seconds.
Understanding your business performance is the key to growing your business. The powerful analytics in Zoho Books help you see your receivables, payables, cash flow, income, and expenses right from your dashboard.
Create sales reports.
Track sales by item, customers, and salesperson. Run customer balances, invoice aging reports to identify payments that need to be collected, or remind customers of upcoming payments.
Produce purchase reports.
Get insights on purchase activities. Track Purchase Order in their various stages, vendor balances, bills issued, and expenses by category.
See Sales Tax reports.
Generate Sales Tax liability reports in seconds. Track sales by tax authority, states, taxable items, or tax-exempt customers. You can also keep a record of taxes paid or tax adjustments.
Approve Transactions and Increase Accuracy
Zoho Books lets you verify and approve the transactions that you and your users create. Transaction Approval helps improve the accuracy of all transactions thereby reducing errors in the business.
Approve all sales transactions such as invoices, estimates and sales orders. Stay in the good books of your customers by preventing them from receiving an incorrect document.
Ensure every bill or purchase order your employee creates, gets your approval before entering in to your books of account.