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An Online Accounting Service that does it all

November 10, 2022

Sponsored by Zoho Books

With Zoho Books, you can record invoices and expenses, manage contacts and multiple options of payment gateway integrations. Zoho One is a well-rounded option and companies can take advantage of the integration between each of the applications and use them as a single or integrated platform. More specifically, Zoho One provides deep functionality across the following functional areas:

  • Sales
  • Marketing
  • Support
  • Human Resources
  • Accounting
  • Operations

Consider, for example, the accounting-related apps available from Zoho. The six apps mentioned above constitute what Zoho deems to be the Finance Plus suite. Notably, you can acquire each app independently of the others, license them collectively as Zoho Finance Plus or license them as part of Zoho One. You can use each of the six applications in stand-alone environments should you desire to do so. However, most will likely find that integrating these solutions provides the most robust functionality.

Zoho Books is customizable to yours and your clients’ needs with customizable templates. Add your logos to templates and invoices and synchronize your bank details to your dashboard. Right from negotiating deals, and raising sales orders, to invoicing. Zoho Books handles mundane accounting tasks so you can focus on your business. With role-based access, you can add your colleagues and your accountant to your organization so they can log time, view reports or manage your accounts. As your business grows, add more of Zoho's 50+ apps to help you manage and run every aspect of your business from wherever you are for an integrated platform option.

Zoho allows the experience and the convenience of the cloud by our automatic backups and security checks guaranteeing the safety of your data, no matter where you work. Zoho Books works well with other Zoho apps, which help manage all aspects of the business on the cloud, making inter-department collaboration easier. You can also interact with a dedicated account manager and get all your accounts handled through a single point of contact.

With just a click of a button, you can easily see your business account in one easy-to-view dashboard. Zoho Books is your easy-to-use online accounting software. Let us help you set up Zoho Books and get it up and running for your business. Here are some key features that we have to offer.

  • The Chart of Accounts in Zoho Books contains a list of default accounts that can be used by any type of business.
  • If there are other accounts that your business needs, you can create them. Integrate with one of the leading payment gateways and collect payments faster from your customers.
  • If you're migrating from another software, you must enter the opening balances in Zoho Books before you start creating transactions to keep your books intact.
  • Customer and vendor portals allow your customers and vendors to keep track of and communicate with you about all the transactions you've created for them.

So how can you be more involved with Zoho Books?    

As a Zoho Consulting Partner, you can increase your visibility and generate a steady stream of new leads when you list your practice in our accountants’ directory. Including, exclusive access to our partner portal and events conducted worldwide to help you connect with potential clients from all over the globe. All while experiencing everything Zoho Books has to offer for free, and as an advisor, you get access to the Zoho Books premium plan without spending a penny.

Join the Zoho Books Consulting Partner Program today and deliver great value to your clients.

Go to Zoho.com/CPA to learn more on how to become a Zoho Consulting Partner!