Introduction

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Introduction

 Zoho Desk is a powerful, web-based help desk sof

Zoho Books is a cloud based accounting software tailored for small and medium sized UK businesses. Whether you’re just getting started or migrating from another platform, Zoho Books helps you manage your invoices, VAT, expenses, reports, and more all in one place. 

With full HMRC VAT compliance, time saving automations, and seamless integrations, it’s an ideal solution for businesses looking to streamline their bookkeeping. 

tware designed to streamline your customer support operations. With features like ticket management, multi-channel support, automation, reporting, and deep integration with Zoho CRM, it helps you deliver exceptional service to your customers. This guide provides a step-by-step checklist to set up your Zoho Desk account and optimize it for your support team. 

Step by Step: How Zoho Books Works :

1. Accessing Zoho Books

  • Start with a free 14 day trial: Sign up here
  • Get full access to all features during the trial.
  • Already signed up? Simply log in to your account.

2. Choose Your Zoho Books Plan

  • After the trial, pick from various Zoho Books pricing plans suited for UK businesses
  • Choose monthly or yearly subscriptions depending on your budget and needs.

3. Migrating from Other Accounting Software

Switching from another provider? You can import: 

  • Opening balances
  • Items and price lists
  • Customers and vendors
  • Sales and purchase transactions

4. Using the Dashboard

Get a quick snapshot of your business health with: 

  • Total Receivables & Payables
  • Income & Expenses
  • Cash Flow and Projects
  • Top Expenses
  • Bank and Credit Card summaries

5. Set Your Opening Balances

  • Before you begin, import your previous year’s closing balances to ensure accurate accountin

6. Customise Your Zoho Books Account

Tailor the platform to fit your brand and processes: 

  • Update email/password
  • Apply your company’s theme
  • Configure user roles

7. Add Items

  • Add or import products and services
  • Create and manage price lists

8. Add Customers & Vendors

  • Store contact details
  • Quickly create sales and purchase transactions

9. Understand VAT MOSS

  • For digital service providers in the EU, Zoho Books supports HMRC’s VAT MOSS scheme.

10. Start Invoicing

  • Create and send invoices
  • Accept online payments
  • Record manual or partial payments

Tips:

  • Connect Zoho Books to HMRC to comply with Making Tax Digital.
  • Set up your VAT preferences as soon as you onboard.
  • Use recurring invoices to save time.
  • Enable approval workflows for better control.

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