Zoho Books Features

Another thing that is really interesting about Zoho Books is its smart design. The templates are higly customisable. Templates are made with extreme attention to detail. Everything is arranged in unique a way. It is easy to get used to it due to the familiar UI. Visual graphs and summaries of your data are always available on your Dashboard. And Zoho is known for its excellent support. And we’ve never heard issues with uptime, support, or security.

Overview of Zoho Books Features

Zoho Books streamlines all essential accounting tasks. Also, organizing all your data is simple and done on the same platform. With this, you will always keep in line with the outstanding bills and invoices of your company. The first and most obvious benefit from this system is investing less time. That is to say, benefit of simplifed accounting results in less time consumption. Now, automation of recurring tasks is also possible. In this case, all of your recurrent invoices, bills and reminders can be automated. That too with minimal intervention. Another great thing is that Zoho Books helps manage finances of individual projects. Now, Accounting via your smartphone or tablet is also possible. Simply install the app and get started.

Why should you consider Zoho Books for your business?

It belongs to the Zoho productivity suite

Zoho is one of today’s leading software providers with millions of users from all around the world. They have several products to help users manage their business. Multiple applications will be available to you all from the same account. To make matters even better, Zoho Books is tightly integrated with Zoho Apps. The most popular app integrated with books is CRM. You can not only raise estimates but invoices as well from CRM. And these are automatically reflected in Zoho books. which means it can solve more than your accounting challenges. Further, the suite will help you obtain a full, holistic picture of your business health, and make smarter decisions in future.

Automates Bank Feeds

A distinctive advantage of Zoho Books is how it eliminates data entry unlike a few other ERPs. It allows you to import all bank and credit card transactions. And categorize those according to your transaction type. This truly saves alot of time.

Automate Reminders

You can create personalized emails for customers. And schedule their frequency in a way you believe would be suitable.

Helps engage customers

Unlike other ERPs, Zoho Books is packed with collaboration features. And makes sure users will feel involved in the payment process. To start with, it will enable them to access their estimates and invoices. Obviously this is an optional feature and its possible to switch it off anytime. Also, Zoho Books allows to make direct payments using the robust online client portal. Another handy feature for your clients is to accept/decline their estimates. And also to comment on them.

Send and track invoices

Send Invoices directly from Zoho Books. Also, its possible to record time in timesheets. And send invoices based on time spent on the project. Also, its possible to having a maker and checker. While creating invoices, one can be a maker. And someone else can be a checker. That is, an invoice will be made by one individual and checked and approved by another. This is an optional feature ofcourse.

Integration with banks and payment gateways

Zoho Books allows integration with a few banks and payment gateways. Your customers can directly make payment from the portal. Also, its possible to charge that directly for recurring payments . In particular popular integrations include ICICI bank and standard Chartered Bank in India. Integration with Stripe is also possible. Through the integration, one can look at the full picture of the transaction. How the money is moving in and out of the clearing account, and what are the processing fees.

It manages and tracks your projects

Generally, for any of your projects, you can log in and enter the time spent completing it. Moreover, in Zoho Books you can record the expenses incurred for the projects and invoice clients. Zoho books can simplify project accounting.IntegrationZoho Books works with RESTAPI. With a few tweaks, you can expand the functionality of Zoho. It can be easily integrated with your own platform. Be it a website or an application or an app in android or IOS.

Co-ordination between sales and accounting departments

Now integration between Zoho Books and Zoho CRM is more than possible. Zoho Books + CRM together encourage co-ordination between the two functions. Individuals with financial insights and access to product pricing could sell better. And that is exactly what you get with the tight integration between Zoho Books and Zoho CRM. You can use it to create new orders, access product pricing information, and much more.

Manage Inventory

Another helpful feature is inventory management. Of course, Zoho books helps take control over inventory. Its indeed easy to create and send purchase orders. Generating Inventory reports is relatively easy and fast. You will always be able to keep track of SKUs, reorder levels and quantity in hand.

Workflow Automation

Its possible to create workflow rules in Zoho Books. Create workflow rules by adjusting settings. Note that modifying workflow rules is also easy. It is possbile to automate notifications for events. Such as creation of estimates or update in a field. The same alerts will be sent on your app or website using Webhooks.

It is fully responsive and mobile-ready

Zoho Books is perfect for all teams, as diverse as they may be. for instance, you may use its app on your Windows, Mac, iOS, and Android devices to manage. Above all, acess to the data can be from wherever you are.

Available in multiple languages

Zoho books is obviously available in english. Apart from english, it is also available in a number of languages. In particular including Japanese, German, French, Italian, Dutch, Portuguese, Spanish, Swedish, Chinese and Brazilian.

Overview of Zoho Books Features

• Contact Management
• Project Time Tracking
• Inventory Management
• Esimate Management
• Invoice Templates
• Invoices
• Online Payments
• Expenses
• Automatic Bank Feeds
• Mobile Apps
• PO and SO
• Client Portal
• In-depth Reports
• Sales Order
• Bookkeeping

Summary

Most accounting solutions require an accountant or accounting knowledge. Even for essential tasks such as to measure, analyze financial metrics. These include the Balancesheet, P&L and Cash flow. But not in case of Zoho Books. You can run such detailed reports in seconds. and get in-depth insights into your business. For a quick view of the health of your business, a glance at the dashboard would suffice.

 

Accordingly, incase you have any doubts, certainly contact us from here.