Expert Zoho Books Setup Services

Our team ensures a seamless, customized implementation tailored to your business needs. Get started today and experience hassle-free Zoho Books!

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Advanced BI Solutions
Finance Solution Plans

Integrated Solutions & Technical Support

Benefit from seamless API and email parsing integrations alongside comprehensive ongoing support, including troubleshooting, training, and compliance assistance.

Ongoing Support Plan

Ensure your Zoho Books runs smoothly with 24/7 technical support to keep your Zoho Books at peak performance.
US$ 50/per hour
Expert Zoho consulting
Advisory on best bookkeeping practices with Zoho Books
Live hands-on training sessions via Zoom
Custom training materials and guides
Setup and customization of financial reports
System audits and optimizations
Live QnA meetings
24 hour response guarantee technical support
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Business Application Integration Plan

Seamlessly integrate Zoho Books with other Zoho apps and third-party tools for a unified business solution.
US$ 75/per hour
Dedicated Zoho Certified Developers
Integrate with any business app with open APIs
Integrate with CRM or any zoho app
Email parsing for automated data processing
Custom API Development
Data Synchronization
Real-Time Data Update
Comprehensive Documentation
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Zoho Books Setup Service

What Can You Expect from Our Zoho Books Setup Package?

From initial configuration and data migration to personalized training and ongoing support, we ensure a smooth transition and efficient use of Zoho Books.

Setup & Onboarding

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Zoho Books plan selection
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Chart of accounts creation or import
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Data organization using sub-accounts
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Products and taxes creation or import
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Customers and vendors creation or import
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Products and taxes creation or import
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Duplicate data merging
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Opening balances import from previous systems
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Banks, credit cards, and payment processors integration
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Data backups scheduling
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PII and ePHI regulation compliance

User Access & Approvals

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Invite and configure users in Zoho Books
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User access at module level (e.g., invoices, bills)
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User access at customer level
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User access at report level
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Customer-level portal access permissions
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User specific permissions to view, create, edit, and delete transactions
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Sensitive and previous period transaction locking
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Transaction validation
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Multi-level approval system

Brand & Customization

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Logo and color scheme customization
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Organization profile creation and update
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Zoho Books access from your own domain
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Products and taxes creation or import
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Outgoing emails sent from your own domain
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Customizing outgoing emails
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Document templates matching your theme (e.g., invoices, bills, etc.)
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Cheque template designing, writing and printing
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Unique numbering series for tracking transactions
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Custom modules for storing specific data
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Webtabs for accessing business applications from within Zoho Books

Customer & Vendor Portal

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Portal setup on your custom domain
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Branding portal to match your style guide
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Designing centralized access area for documents
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Payment gateways integration (credit card,  direct debits, payment links or offline)
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Batch payments setup and transaction allocation
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Payment link status tracking (sent, viewed, paid, expired, or cancelled)
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Email status tracking (sent, viewed, clicked)
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Setting customer specific credit limits
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Auto-scan vendor documents to create bills and vendor credits
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SOPs on customer & vendor collaboration with comments and tags
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Customer feedback and review collection setup

Financial Operations

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Conversion of quotes to sales orders and invoices upon acceptance
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Rule-based conversion of purchase orders to vendor bills
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Rule-based creation of invoices for billable expenses
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Journal templates creation for repetitive entries
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Auto document tagging to transactions
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Auto-scan documents and create transactions from various sources
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Salesperson commission tracking

Expense Tracking & Management

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Billable expenses tracking and management, including markup
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Odometer-based or manual mileage tracking
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Employee expense tracking
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Payment reminders based on expected payment dates for bills
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Payment systems setup to pay vendors
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Tracking of expenses not billed to customers

Process Automation

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Automated transaction classification rules
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Date-based approval and notification automation
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Event-based approval and notification automation
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Scheduled email campaigns (e.g., overdue invoice reminders, customer discounts, database syncs)
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1 Third-party application-triggered notifications in Zoho Books
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1 Third-party application-triggered transaction updates in Zoho Books
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Custom automation buttons (e.g., late fee charges, quote-to-PO conversion, monthly statement sending)

Advanced Reporting & Analytics

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Reports based on reporting tags based on locations, product categories, and other variables
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Create layout for consolidated customer statements
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Employee, manager and executive level customized dashboards to monitor key metrics
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Advisory on bookkeeping practices to generate reports on accrual and cash basis
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Forecasting based on assumptions and recurring transactions
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Schedule, design & create recurring outgoing reports
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Design report layouts to match your branding
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Create custom reports tailored to specific business needs

Inventory & Supply Chain Management

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Manage item reorders
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Set preferred vendors
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Set up notifications for low stock and reorder levels
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Track inventory quantity during special situations like damaged items, incentives, etc.
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Manage inventory value due to price fluctuations
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Create different pricing for products based on customers, promotions, or events
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Automatically Convert sales orders to purchase orders when stock is low
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Generate delivery notes and packing slips
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Add and allocate landing costs to products in bills

Tax Management

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Item-wise tax rules
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Customer-wise tax rules
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Cash basis tax setup
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Accrual based tax setup
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Monthly, quarterly, and annual tax returns generation
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Tax installment payments setup
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Previous period transaction adjustments in tax returns

Multi-Currency Management

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Multi-currency transaction management for customers and vendors
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Multi-currency bank accounts and payment processors setup
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Reports creation in foreign and base currencies
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Analysis on currency gains and losses

Collaboration & Project Tracking

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Facilitate chat within Zoho Books about specific transactions using Zoho Cliq
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Assignment rules for priority-based tasks to team members
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Reminder setup and follow-ups for tasks
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Association and progress tracking of tasks with transactions or projects
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Project budgets and expense tracking (fixed rate, project hours, task hours, staff hours)
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Actual vs budget reports
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Training to log time manually or start a timer for projects
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 Management of project-related transactions (quotes, invoices, etc)
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Setup manager and customer approvals for timesheets
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Pricing

Our Zoho Books Setup Service price varies based on your subscribed Zoho Books plan. It includes all setup features available within your plan. If you use Zoho One or finance plus plan, please use Zoho Books Elite Plan.

SETUP FOR
ZOHO
BOOKS
PROFESSIONAL
PLAN

US$ 1,499
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SETUP FOR
ZOHO
BOOKS
PREMIUM
PLAN

US$ 1,999
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SETUP FOR
ZOHO
BOOKS
ELITE
PLAN

US$ 2,499
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SETUP FOR
ZOHO
BOOKS
ULTIMATE
PLAN

US$ 3,499
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How Else Can We Help You?

Want Business focused bookkeeping, CRM implementation, Process Automation or Build Custom Dashboards?

Migrate to Zoho Books Now
Not using Zoho Books yet?

Migrate to Zoho Books Now

We facilitate a smooth transition from other accounting systems to Zoho Books, ensuring your financial data is accurately and quickly transferred without disruption to your business operations.

get a flat 10% discount on your Zoho Subscriptions

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We are here to help!

Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights

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