Zoho Books guide

Zoho Books is the cloud accounting software in the Zoho suite: invoicing, expenses, bank reconciliation, sales taxes and financial reporting. Built for SMBs, it handles GST and QST and simplifies your tax filings.

Getting started

1. Create your organization with the Canadian edition to get GST/QST taxes preconfigured.
2. Set up your taxes (GST 5%, QST 9.975%) and your registration numbers.
3. Customize your invoice templates with your logo and payment terms.
4. Connect your bank accounts to import transactions automatically.
5. Create your items and services with their prices and associated taxes.
6. Set up online payments to get paid faster.

Key features

• Recurring invoicing and automatic payment reminders.
• Assisted bank reconciliation.
• One-click financial reports (income statement, balance sheet, taxes).
• Client portal to view and pay invoices.
• Native sync with Zoho CRM, Inventory and Billing.

Tips from our specialists

• Have your accountant validate your chart of accounts from day one — fixing it later is expensive.
• Turn on automatic payment reminders: it’s the single most profitable feature in the software.
• Use reporting tags to analyze profitability by project or by division.

Official resources

Zoho’s official documentation is available in English. Our team supports you in French and English for all of these apps.

• Official Zoho Books documentation
• Zoho Books community
• Zoho Books release notes — what’s new and improved

Need a hand? Nuagix, a Zoho Premium Partner in Quebec, implements, optimizes and supports Zoho Books in French and English. Discover our Zoho optimization service, explore our training or book a Zoom meeting.