Zoho Books implementation and support
Zoho Books is Zoho's cloud accounting software, with GST filing, e-invoicing, e-way bills, bank feeds and reporting for Indian businesses. Straits Partners sets up your chart of accounts, tax, banking and workflows, migrates your existing books, and trains your finance team so month-end runs in one system.
Who Zoho Books suits
Zoho names startups, small and medium businesses, non-profits and accounting firms as target users. It fits teams that want invoicing, GST, banking and reporting in one system that can also connect to a CRM and inventory.
How we work on an accounting project
We begin with your current books and tax set-up, agree the target configuration, build and test it with sample data, and reconcile the migrated figures with your accountant before go-live. Training for the finance team and a support window follow.
Related services
What we do for Zoho Books
- Chart of accounts, tax, GST and place-of-supply configuration
- Opening balances and historical data migration from your current software
- Bank feed connection and reconciliation rules
- Invoice, quote and purchase workflow design, with approvals
- Custom fields, templates and reports for your business
- Integrations with Zoho CRM and the other Zoho applications you use
- Team training and ongoing support
Frequently asked questions
Does Zoho Books handle GST filing in India?
Zoho states that Zoho Books calculates GST liabilities and supports filing returns through its GST portal integration, along with e-invoices and e-way bills. We configure the tax set-up with you. Your chartered accountant remains responsible for the filing decisions.
Can you migrate our data from Tally or another package?
Yes. We migrate masters, opening balances and, where needed, historical transactions, then reconcile the trial balance with you before go-live. See our data migration service.
Can Zoho Books connect to our bank?
Zoho lists connected banking with bank feeds and names several partner banks on its page. Availability depends on your bank, so we confirm it at the start of the project.
Can customers and vendors log in?
Zoho lists customer and vendor portals for Zoho Books. We configure what they can see and do.
How long does a Zoho Books implementation take?
It depends on the number of entities, the volume of data to migrate and how many approval flows you need. We give a timeline after a short scoping call, not before.
Do you support us after go-live?
Yes. Support and annual maintenance are quoted separately from the licence and the implementation, so you can see what each part costs.
Tell us what you want Zoho + AI to do for your business
Book a consultation with our team, get an instant suggested plan from the requirement finder, or reach us on WhatsApp or phone at +91 875 434 9646.