Zoho Books

Zoho Books is a cloud based accounting application for small and medium sized businesses. It covers invoicing, expenses, banking, VAT and reporting, and helps UK businesses stay compliant with HMRC’s Making Tax Digital rules.

What Zoho Books does

Zoho Books lets you create and send invoices and quotes, record expenses and bills, reconcile bank transactions, manage VAT returns, and track cash flow through built in reports. It works across web and mobile, and connects with other Zoho applications such as Zoho CRM and Zoho Inventory.

Who it suits

Zoho Books suits sole traders, small businesses and growing companies that need proper double entry accounting without the overhead of legacy desktop software. It scales from a single user tracking basic income and expenses to multi user teams managing several branches, currencies or organisations.

Topics covered in this knowledge base

This section explains how to set up and administer Zoho Books, including the organisation profile and opening balances, user access controls, custom domain mapping for your customer portal, and how to work with multiple branches.

Frequently asked questions

Is Zoho Books suitable for UK VAT and Making Tax Digital?

Yes. Zoho Books supports UK VAT schemes and is compatible with HMRC’s Making Tax Digital requirements for submitting VAT returns.

Can more than one person use Zoho Books at the same time?

Yes. You can invite multiple users and assign each one a role, such as Admin or Staff, that controls what they can see and do.

Does Zoho Books work for businesses with more than one location?

Yes, on eligible plans. The Branches feature lets you track transactions, GSTINs and performance separately for each location while keeping one set of books overall.

Need help?

Need help setting up or getting more from Zoho Books? Contact support@thoughtlogik.com or see our Zoho implementation services.