Finance
Zoho Books solutions set up the way you work.
Cloud accounting for receivables, payables, banking, inventory and tax, set up so your ledgers stay accurate and audit-ready.
- Sales
- Bills
- Bank Feeds
- Expenses
- Inventory
- Timesheets
Zoho BooksFinance- Reconciled Accounts
- Tax Filing
- Financial Reports
About Books
What Zoho Booksdoes.
The core of what Zoho Books offers, based on Zoho's official product documentation. It brings invoicing, purchasing, banking and tax into one ledger, so finance always works from the same numbers.
- FasterMonth-end close
- CleanerLedgers
- ReadyTax filing
01Receivables
Move from quote to sales order to invoice, then collect through payment links or the customer portal.
- Quotes
- Sales orders
- Retainer invoices
- Payment links
02Payables
Record vendor bills, raise purchase orders and match what you were billed against what you received.
- Bills
- Purchase orders
- Vendor credits
- BillPay add-on
03Banking
Pull in bank and card transactions, categorize them with rules and reconcile accounts for a faster month-end close.
- Bank feeds
- Bank rules
- Reconciliation
- Connected banking
04Tax compliance
In the India edition, GST is applied to transactions and returns, e-invoices and e-way bills are handled from Books.
- GST filing
- e-Invoicing
- e-Way bills
- Invoice Management System
05Inventory & projects
Track stock with reorder alerts and price lists, and bill client projects from logged hours and costs.
- Price lists
- Reorder points
- Timesheets
- Project budgets
06Accountant tools
A structured general ledger with journals, depreciation and period locks for clean, reviewable books.
- Chart of accounts
- Manual journals
- Fixed assets
- Budgets
- Transaction locking
07Automation & AI
Rule-based workflows and custom functions handle routine updates, while Zia answers questions and flags unusual figures.
- Workflow rules
- Custom functions
- Ask Zia
- Anomaly detection
08Portals & reports
Give customers and vendors self-service access, and slice financial reports by branch, project or cost center.
- Customer portal
- Vendor portal
- Custom reports
- Reporting tags
How Xevort helps
Making Books work your way.
What our team can set up, customize and connect in Zoho Books.
Setup
Organization profile, chart of accounts, taxes, branches, users and opening balances configured for your entity.
Customize
Custom fields, PDF templates, custom modules and approval rules that reflect how your finance team signs off.
Automate
Workflow rules, payment reminders, scheduled tasks and Deluge functions that take repetitive bookkeeping off your plate.
Integrate
Books linked to CRM, Payroll, Expense, payment gateways and your online store so transactions post themselves.
GST & e-invoice
GST details, e-invoicing and e-way bill settings switched on as supported by Zoho for your India organization.
Bank feeds
Bank and card accounts connected, with transaction rules that auto-categorize recurring deposits and withdrawals.
Migration
Ledgers, contacts, items and open transactions moved from Tally, spreadsheets or another system, then balanced.
Portals
Customer and vendor portals set up so clients can approve quotes and pay, and suppliers can track bill payments.
Integrations
Connect Zoho Bookswith the tools you use.
We can connect Books with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.
- Native Zoho connectionsZoho apps that share data with each other out of the box.
- Delivered by XevortIntegrations our team has built on client projects.
- Officially supportedConnectors Zoho provides, set up and mapped to your process.
Why choose Zoho Books
Accounting that keepsyour numbers honest.
Zoho Books gives growing businesses one place to invoice, pay vendors, reconcile banks and stay on top of tax, without juggling spreadsheets.
- One financial recordSales, purchases, banking and stock post to a single ledger.
- Accountant-friendlyInvite your accountant to review journals and reconcile live data.
- Approvals that fitSingle or multi-level approvals on sales and purchase documents.
- Reports on demandP&L, balance sheet and cash flow, filtered by reporting tags.
- Zia in accountingAsk questions in plain English and spot anomalies in reports.
- Audit-ready controlsCustom roles, transaction locking and a tamper-proof audit trail.
FAQ
Zoho Booksquestions, answered.
Straight answers on setup, migration, integrations and timelines before you start.
Still have questions?
Tell us about your Zoho Books setup and our team will get back to you.
Yes. For India organizations we configure GST details, e-invoicing and e-way bill settings as supported by Zoho for your edition. We handle the software setup; your accountant or tax advisor should confirm the tax treatment itself.
Yes. Zoho documents migration paths from Tally, FreshBooks, Wave and other systems. We map your chart of accounts, contacts, items and opening balances, import them and reconcile the totals before you go live.
Yes. We connect bank and credit card feeds or set up statement imports, then create bank rules so routine transactions are categorized automatically. Connected banking options depend on your bank and region.
Yes. We link Books with Zoho CRM so customers and invoices stay in sync, and connect store, payment and other systems through native integrations, Zoho Flow or custom API work.
Yes. We run role-based sessions on invoicing, bills, banking and reports, and leave your team with notes on the workflows we configured for you.
This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.
Free Zoho consultation
Ready to get more from Zoho Books?
Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.
- Reply within 1 business day
- New or existing Zoho setups
- Fixed-scope proposals