Navigating Zoho Books
Zoho Books is easy-to-use, accounting application designed for small 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.
If you haven’t signed up for Zoho Books already, click here for instructions.
If you’ve already signed up and wish to configure your account to suit your requirements, head over to the Settings section to know more.
Accessing Zoho Books
To access Zoho Books, all you need is a web browser and a working internet connection. If you’re a mobile user, you can download the Zoho Books mobile application for iOS, Android and Windows.
Getting to Know Zoho Books
Dashboard - Gives an overview of your company’s total receivables & payables; top projects; and a lot more. To know more about various sections of the dashboard, click here.
Sidebar - Allows you to switch between different modules of the product. You can raise estimates, invoices, etc. from the Sales module; Record expenses, bills etc. from the Purchases module.
Quick Create - Instantly create transactions with a single click.
Settings - Lets you access the settings section, where you can configure and customise Zoho Books for your business.
Help & Support - The help icon gives you quick access to the help documentation or contact our Support team.
Notifications - Notifies you on what’s happening in your client portal and also updates you on the new features that have been added to the product.
Organisation - Allows you to manage/switch between multiple Zoho Books organisations.
Recent History - View recently visited transactions.