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Introduction

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Zoho Books is a cloud based accounting solution for small and medium sized UK businesses. This introduction walks through the main steps for getting started, whether you are setting up a new account or migrating from another system.

Getting started with Zoho Books

  1. Access Zoho Books. Start with the 14 day free trial, which gives full access to the features, or log in if you have already signed up.
  1. Choose your plan. After the trial, pick a Zoho Books plan suited to your business, on a monthly or yearly subscription.
  2. Migrate from another system. If you are switching providers, you can import opening balances, items and price lists, customers and vendors, and sales and purchase transactions.
  3. Use the dashboard. The dashboard gives a snapshot of your business: total receivables and payables, income and expenses, cash flow, top expenses, and bank and credit card summaries.
  4. Set your opening balances. Import your previous closing balances before you begin recording new transactions, so your accounts start accurately.
  5. Customise your account. Update your email and password, apply your company branding, and configure user roles.
  6. Add items. Add or import the products and services you sell, and create price lists.
  7. Add customers and vendors.
  1. Store their contact details so you can quickly create sales and purchase transactions.
  2. Start invoicing. Create and send invoices, accept online payments, and record manual or partial payments.

Tips

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

Frequently asked questions

Is there a free trial for Zoho Books?

Yes, Zoho Books offers a 14 day free trial with full access to its features.

Can I import data from another accounting system?

Yes. You can import opening balances, items and price lists, customers and vendors, and sales and purchase transactions.

Does Zoho Books support Making Tax Digital?

Yes. You can connect Zoho Books to HMRC to submit VAT returns in line with Making Tax Digital requirements.

Need help?

Need help getting started with Zoho Books? Contact support@thoughtlogik.com or see our Zoho implementation services.

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