Navigating Zoho Books

Zoho Books is an easy-to-use, accounting application designed for small and medium size businesses to manage their finances and stay on top of their cash flow.

This user guide is designed to help you understand how to use Zoho Books.

You can sign-up for Zoho Books from here.

After signing in, you can configure your account through the Settings section.

Accessing Zoho Books

To access Zoho Books, all you need is:

If you’re a mobile user, you can download the Zoho Books mobile application for iOS, Android or Windows.

Getting to Know Zoho Books

Welcome Screen

Let us look at some of the features of the home page of zoho books:

Fields Description
Dashboard Gives an overview of your company’s total receivables & payables, cash flow graph, income and expense, your top expenses, projects and you bank and credit cards. Learm more about the Dashboard.
Sidebar Allows you to switch between different modules of the product. You can access the sales module, purchases module, timesheets, account, reports, etc. from the sidebar
Quick Create Instantly create transactions with a single click.
Recent History View recently visited transactions.
Organization Name Allows you to manage/switch between multiple organizations that you have created in your Zoho Books account.
Notification Icon Notifies you on what’s happening in your customer portal and also updates you on the new features that have been added to the product.
Gear Icon Lets you access the settings section, where you can configure and customize Zoho Books for your organization.
Help Icon The help icon gives you quick access to the help documentation or helps you contact our Support team.

Sign-Up Log In Dashboard Settings

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