Zoho Books setup and implementation for your business
We set up Zoho Books so your invoicing, GST and bookkeeping run cleanly, and connect it with Zoho CRM and your other tools. Delivered remotely by MaquishTech Venture®.
What Zoho Books is
Zoho Books is Zoho's online accounting software. The Indian edition supports GST-compliant invoicing and GST returns, along with e-invoicing and e-way bills, bank feeds and reconciliation, purchases and expenses, and a client portal. Feature availability depends on the Zoho Books plan you choose.
Zoho Books licences are bought from Zoho and billed separately from our work. See current plans on Zoho's pricing page. We set up the software; we do not provide accounting, tax or audit advice, so please work with your own chartered accountant on those.
What we help with
Organisation setup
Company profile, GSTIN and tax settings, chart of accounts, opening balances, users and roles.
Invoices and templates
Branded invoice, quote and credit note templates, payment terms, reminders and online payment options.
Banking
Bank feeds and reconciliation rules so routine transactions match with less manual work.
Migration
Move customers, vendors, items and opening balances from spreadsheets or another accounting tool, with a test import first.
Zoho CRM integration
Sync customers, quotes and invoices between Zoho CRM and Zoho Books so sales and finance see the same data. See custom CRM development.
Training and support
Short training for your team and help with changes after go-live.
Frequently asked questions
Do you sell Zoho Books licences?
Licences are bought from Zoho. As a Zoho Partner — Pan India we can help you choose a plan and set it up. Existing Zoho customers can tag us with partner code MAQUISHTECH.
Does Zoho Books handle GST?
The Indian edition of Zoho Books supports GST invoicing and GST returns. Your chartered accountant should confirm your tax treatment; we configure the software.
Can you move our data from another accounting tool?
Yes. We migrate masters and opening balances, run a test import for you to check, then do the final import.
Can Zoho Books connect to Zoho CRM or Salesforce?
Zoho Books integrates with Zoho CRM natively. For Salesforce, integration is possible through APIs or connectors; we explain the options for your case.
How is pricing worked out?
Our fee depends on scope; we send a written quote after an initial conversation. Zoho Books licences are billed by Zoho separately.
Get Zoho Books set up properly
Share your goal and current setup. We will reply with questions or a suggested first step.
Contact usSee also: Zoho services · Zoho Partner — Pan India · Custom CRM development · Salesforce services