Customer Spotlight: Mobile consulting firm switches from Tally to Zoho Books!

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Here is the story of how Anand Ethiraj, one of the partners at Hakuna matata, came to fall in love with Zoho Books. Hakuna matata is an app consulting, design and development studio based in Chennai. The company has developed more than 100 mobile & web apps over the years and helped enterprises & startups to go mobile.

Since none of the partners had accounting background, Anand was looking for a tool which was simple and easy to use.  As they had customers from across the globe, they were in serious hunt for an accounting software that will support multiple currencies.

They were using Tally, an Indian ERP solution for their accounting needs but they had to spend a lot of time understanding the software and its complexities. That’s when Anand came across Zoho Books. He tried three main features in the app: Invoicing, Expense Management and Bank Synchronization.

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Introducing Purchase Orders in Zoho Books: Streamline your purchases!

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Ever since we launched the latest version of Zoho Books with a new interface and added features, we have been receiving rave reviews from our customers.

We continue to investigate and interact with our users to see what other feature requests could be useful. Today we add another feature for inventory control thereby crossing yet another major milepost. We’re pleased to announce a new feature in Zoho Books: Purchase Order.

Purchase Orders are documents you issue when you buy products and services from a supplier. They help keep an account of all the purchases you make for your business.

This new feature in Zoho Books will allow you to:

  • Create and send customized purchase orders
  • Manage and access multiple purchase orders with ease
  • Duplicate PO for the same set of items or services
  • Track open Purchase Orders with our reports
  • Customize the PO template to match your supplier’s requirements

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The Purchase Order tab on the new interface of Zoho Books is sure to be another appreciated feature for every user. We’ve made it comprehensive and easy to use.

Go ahead. Start using PO now.

Learn everything there’s to know about Purchase Orders  from our help page.

 

Share, Discuss and Get Paid Fast: The Client Portal is here!

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Zoho Books and Zoho Invoice are not just for you but also your clients!

The Client Portal allows you to share information with your clients conveniently and efficiently. Get rid of lengthy email threads to discuss estimates and forget waiting for an update on the invoices you sent. The best part is, you don’t need to wait so long to get paid!

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Here are more reasons why you should start using Client Portal in Zoho Books and Zoho Invoice, immediately. Read more

Introducing the New Zoho Books: Smart Accounting for Growing Businesses

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If you think accounting for your business is complicated, then you haven’t been using Zoho Books. Today we’re pleased to release the latest version of our online accounting software. Of course it makes accounting for your business so much easier, even enjoyable, but that’s not all there is to it. With Zoho Books you can invoice customers and get paid online quickly, track time and expenses you incur for your business while on the go, and it even helps you prepare and submit your year end forms.

Automating and Simplifying Accounting

Revamped Banking in Zoho Books

One of the biggest changes you’ll notice when trying out the new Zoho Books is the beautiful new UI. But it is much more than just a cosmetic change. We’ve re-worked the most common workflows to make sure they are not only easy to understand, but also easy to do. For example, we completely revamped the banking module. Bank reconciliation is typically one of the most tedious things to do, and Zoho Books not only makes it now simple, but it also does most of the work for you. It automatically categorizes marks the transactions it finds in your bank’s feed so you don’t have to.

Mobile Accounting

Mobile Accounting

Modern business professionals are always on the go. And now you can take your accounting, and all the relevant financial information about your business with you too. Our brand new mobile apps for iOS and Android will help you track expenses, and send quotes and invoices. In addition, we are introducing our first Windows Mobile app, which helps you keep track of your expenses while on the go.

Easier Customer Interactions

Client Portal For Customers

The new edition of Zoho Books sports a new client portal. Using the portal makes it easy for your clients to approve or comment on the quotes and invoices you’ve sent them, view their recent transactions and most importantly, they can also pay you for any outstanding invoices, thus shortening the time it takes for you to get your money.

File 1099s with ease

We know that year end is always a busy time for you as you file the 1099s for your vendors. Our recent integrations with Track1099.com and Tax1099.com will help you prepare and e-file the 1099s quickly in a painless manner.

Beyond Time Tracking

Time-tracking made easy

If you’re a freelancer or a business that charges customers based on time, you’ll be delighted by the new features that help you go faster from time tracking all the way to getting paid. Our new calendar and weekly time sheet views help you ensure you don’t forget to invoice for any hours you’ve already worked. You can also quickly log the time and expenses you incur on behalf of your customers on our mobile apps.

APIs, and a lot more under the hood

If you’re reading this we know you can’t be bothered with the technicalities of accounting – all you want to do is run your business. So we’re not going to bore you with every single feature that is new and every technical detail that make this such a big release. In a separate post by our engineering team we‘ll explain, for example, how our app is built 100% on REST APIs, and how we have no hidden APIs for ourselves. Does that sound like technical gibberish to you? Well, all you need to know for now is that all that under-the-hood work means that there will be many interesting collaborations with third parties coming up soon.

Rodrigo

10 Smart Moves For Early Tax Planning

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Planning your tax early can save you a lot of heartburn and money. Invest time in early tax planning and be freed from the stress of filing the taxes altogether in April.

To make this easier for you, we’ve put together ten smart moves that will help you get started on your tax planning.

Early tax planning tips

Bottom line is, I love the new UI and I don’t want to go back…

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With any software, even the smallest of changes can greatly improve the experience of users who have been using it regularly. And when there’s a whole bunch of such small, thoughtfully crafted changes packaged into a completely new interface, the result can be instant delight.

That’s exactly the kind of result we’d hoped to get, when we recently shared a sneak peek of our upcoming new UI for Zoho Invoice and Zoho Books. So, ever since the beta-release, we’ve been eagerly waiting to see reactions from customers who had early access to this new version. We had worked really hard on this new, re-imagined UI, and we wanted to see what difference it made to those for whom it mattered the most – our customers. This was quite a nail-biting period, especially for the teams who had worked for months to make the new UI a reality. They now waited patiently to see the results of their efforts.

Once the feedback started flowing in, we were really thrilled to see so much happy, positive receptivity for the new UI and the changes that came with it!

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