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.

The three mistakes we fix most often

• Leaving the default chart of accounts. It has to match your accountant’s, otherwise every year-end turns into a translation exercise.
• Taxes set up in a hurry. GST and QST configured wrong at the start contaminate every invoice that follows. It is the first thing we validate.
• Bank reconciliation put off. Done weekly it takes minutes. Pushed to quarter-end it becomes a full day of searching.

What Zoho Books changes once it is connected to the rest of Zoho One

Accounting stops being a parallel system fed by exports.

• A quote accepted in Zoho CRM becomes an invoice, with the same figures;
• Hours logged in Zoho Projects are billed without re-entry;
• Recurring subscriptions handled by Zoho Billing are booked here;
• Expenses photographed from the mobile app land in the right account.

Frequently asked questions

Does Zoho Books handle Quebec tax rules?

Yes. GST and QST are configurable, tax reports can be produced, and your books stay in Canadian dollars even when you invoice elsewhere.

Can we keep working with our current accountant?

Yes. We give them access limited to what they need, without opening up your whole commercial dataset.

What happens to our accounting history?

We usually bring over opening balances and the current year, and archive the rest. Moving ten years of entries is expensive and almost never useful.

Need a hand

If the setup stalls, or if you would rather not do the work twice, the first meeting is a Zoom call, free and with no commitment.

Book your Zoom meeting — or write to us at support@nuagix.ca