Help documentation

Getting Started

Welcome to Zoho Books, an online accounting application that takes care of the accounting needs of your business. Zoho Books is a cloud based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provides a head start in accounting for small businesses.

System & Browser requirement for Zoho Books

To use Zoho Books you only need a Web browser. So, let’s get started!

Being a cloud-based accounting solution, you can easily access it using any popular web browser. Currently Zoho Books has been tested to work brilliantly on the following browsers.

You may click on the respective links to download/update your browser.

For Mobile users with IOS, Android & Windows phone, know more about our Zoho Books apps

Zoho Books Login

If you are a new user, you need to sign-up first for your 14 days free trial. The log in & sign up buttons are provided on the Zoho Books home page.

Zoho Books Login

Follow the below steps to quickly fill in the requisites.

Zoho Books Signup

Quick Set-up

Once you have logged in to Zoho Books, setting up your organization is a breeze. The quick set up program will help you in setting up the 4 major aspects for your business, viz: Organizational Details, Taxes, Features and Online Payments.

Organizational Details:
Follow the below steps to setup your organizational details.

Quick Setup Org profile

The finances of your business are affected by regulatory taxes and each organization has different country specific taxes to adhere to. You can add your taxes in the Quick Setup by following these simple steps.

Quick Setup Taxes

If you sell your products or services in multiple states in the US or Canada, it can be quite confusing to keep track of all the taxes that are applicable in each state. Zoho Books is integrated with Avalara, which will automatically apply taxes to all sales transactions based on your customer’s location. Learn more about Avalara.

If you already have an Avalara account, click on Connect to and enter your credentials.

Apart from the default modules enabled for your organisation, select the optional modules that you would be requiring for your business.


Online Payments: Configure payment gateways integrated with Zoho Books to receive online payments.

Payment Gateways

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