Zoho Books - Online accounting & invoicing

Zoho Books serves as your comprehensive online accounting solution. Monitor your cash flow, reconcile bank statements, track expenditures, oversee project progress, and automate tax compliance seamlessly.

Get Zoho Books today to tailor your accounting practices, gain insights into your financial health, and more.

Key Features of the App

★ Accounts Receivable: Managing accounts receivable can be simplified. Send automated invoices and reminders via email, accept online payments, and much more with just a click. Accelerate payments and stabilize your cash flow.

★ Accounts Payable:Stay on top of your costs and outstanding bills, record customer credits, and automatically capture expenses through Zoho Books.

★ Client Collaboration: Eliminate lengthy email exchanges and manual follow-ups. Collaborate effectively with your clients using Zoho Books' client portals, where they can access invoices, estimates, payment statuses, and provide feedback on your services.

★ Multi-user Access: Collaborating with your team and accountant is effortless with Zoho Books. Add users to your organization with standard roles like Admin or Staff, or customize roles to define specific access levels.

★ Online Business Transactions: Facilitate prompt payment collection for your invoices online. Zoho Books supports ACH payments through specialized gateways as well as integration with major online payment platforms to ensure a smooth payment process.

★ Simplified Tax Management: Reduce the stress associated with sales tax returns and 1099 forms. Configure your tax settings ahead of sales, easily compute your tax liabilities, monitor contractor payments for 1099 processing, and integrate with leading tax solutions.

★ Comprehensive Reporting: Access an extensive range of over 50 reports spanning various business finance categories and set up scheduled report deliveries via email.

★ Transaction Oversight: Enhance accuracy in your sales operations with transaction approval. Review and authorize transactions before they are finalized to maintain precise records.

★ Support for Multiple Currencies: Your business can now operate internationally. Zoho Books facilitates transactions in numerous currencies with the ability to include additional options.

★ In-App Document Management: Easily manage your documents within Zoho Books. Utilize the autoscan feature to extract data from uploaded files and automatically create new transactions.

★ Seamless Integrations: The Zoho ecosystem comprises over 40 interconnected business applications that collaboratively serve each aspect of your organization.

★ Mobile Project Management: Keep tabs on various projects, monitor time spent on tasks, and invoice customers directly from the app.

★ Convenient Widgets: Place a Zoho Books widget on your home screen for instant time tracking, expense recording, and invoicing.

★ Data Protection: Zoho Books ensures your information is securely stored on the cloud using two-factor authentication, encryption during transfer and storage, along with multiple backup systems.

★ Budget-friendly Plans: Pricing options for Zoho Books are tailored to fit businesses of varying sizes and industries. You can explore a 14-day free trial before deciding on a plan to experience its capabilities firsthand.

FAQs

Q: What is the life cycle of an invoice in Zoho Books?

An invoice in Zoho Books moves through various stages from the time of creation to getting paid. This is tracked in Zoho Books using an invoice’s status, which will help you understand the current state of your invoice, and decide the next course of action.

The following diagram depicts the basic life cycle of an invoice in Zoho Books.

Q: What are the various ways to create an invoice?

Invoices can be created from the following modules:

♦ Quick Create Button

Use the Quick Create option in the top-left corner to go straight to the invoice creation screen.

♦ Items

To create a new invoice with particular items, you can mark the checkbox next to the desired items in the list view, click the New Transaction drop-down, and select Invoice. This way, the item details will be pre-filled in the invoice creation page.

♦ Customers

To create a new invoice for a particular customer, you can go to that customer’s details page, click the New Transaction dropdown, and select Invoice. This way, the customer details will be pre-filled in the invoice creation page.

♦ Quotes

If you’ve created a quote for a customer, then it can be converted to an invoice depending on the corresponding setting in Quote Preferences. You can choose to either convert an accepted quote into an invoice automatically, or create an invoice manually. The quote’s details will be pre-filled in the invoice creation page.

♦ Sales Orders

When a sales order has been confirmed, you can fulfil it by converting it to an invoice. You can also choose to partially invoice a sales order by including only selective items. Details from the sales order will be pre-filled in the invoice creation page.

♦ Invoices

You can create, edit, and view all your invoices from this dedicated space for invoices. You can also import invoices from the Cloud or Desktop.

♦ Recurring Invoices

If you’ve set up a recurring profile, then child invoices will be created automatically depending on the configured frequency. You can also create a new invoice manually for a recurring invoice. The customer and item details will be pre-filled in the invoice creation page.

♦ Projects

If you work on projects and charge your customers for it, you can create an invoice for the partial or full completion of a project. You can choose what to include in the invoice. Depending on your choice, the details will be pre-filled in the invoice creation page.