Overview

This overview section introduces Zoho Books before you get into day to day setup and use. It explains what the software is, how it fits into your accounting workflow, and what to expect as you start using it.

What this section covers

Here you’ll find an explanation of what Zoho Books is and how it works, covering its core modules such as invoicing, expenses, banking and reporting, and how UK VAT and Making Tax Digital fit in.

Who it’s for

This overview suits anyone new to Zoho Books, whether you’re a business owner managing your own accounts or a bookkeeper being introduced to the platform for a client.

Frequently asked questions

What is Zoho Books used for?

Zoho Books is used for day to day accounting: invoicing, expense tracking, bank reconciliation, VAT returns and financial reporting.

Do I need accounting knowledge to use Zoho Books?

No. Zoho Books is designed for business owners as well as accountants, with guided workflows for common tasks such as invoicing and VAT filing.

Need help?

Need help understanding whether Zoho Books is right for your business? Contact support@thoughtlogik.com or see our Zoho implementation services.