クイックスタート
このガイドでは、Zoho Booksのすべての機能について説明します。
- はじめる — Create your Zoho Books account and finish the initial setup
- 会計自動化ツールの使い方 — Set workflow rules that categorize expenses and send reminders automatically
- 統合請求・会計システムの使い方 — Create invoices and post transactions inside one accounting software
- コラボレーションとポータル管理の使い方 — Give clients and your accountant portal access to shared documents
- モバイル会計の使い方 — Capture receipts on Android or iOS using the app OCR scanner
- 見積もりの作成、送信、追跡方法 — Send estimates, then convert an accepted quote into a sales order
- プロジェクト管理の使い方 — Track time, project budgets, and billable tasks for client work
- Zohoエコシステムの使い方 — Connect CRM, Inventory, and other Zoho services to one account
- 手動ジャーナルの使い方 — Post adjusting entries and keep your trial balance accurate
- Zoho Analyticsの使い方 — Build deeper financial reports beyond the built in reports module
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
I’ve run a small agency’s books in Zoho Books for eight months and tested every feature here.
This tutorial comes from real hands on work, not vendor screenshots.
Zoho Books is cloud based 会計 software that covers invoicing, expenses, and tax in one account.
Most people use maybe a quarter of it.
This guide shows you Zohoの使い方 Books properly, feature by feature.
スクリーンショットとプロのアドバイスを交えながら、手順を一つずつ解説します。
Zoho Booksチュートリアル
This How to Use Zoho Books tutorial walks through every module, from the first login to advanced workflows.
Zohoブックス
Run your invoices, expenses, and bank reconciliation from one account. Zoho Books delivers around 90% of what the big names offer at roughly half the cost. Start free, no credit card needed.
Zoho Books の利用開始
Finish this one time setup before you touch any feature.
It takes about ten minutes.
ステップ1：アカウントを作成する
Go to the Zoho Books website and click Sign Up.
Enter your email, then sign in and pick your edition by country.
✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。
ステップ2：会社プロフィールの設定
Open Settings and add your company name, address, currency, and fiscal year.
Set your tax preferences here too, including sales tax or VAT registration details.
Here’s the account I set up for this guide:
✓ チェックポイント: Your dashboard shows receivables, payables, and cash flow tiles.
Step 3: Import Your Opening Balances
Export data from your old 会計 systems as CSV files.
Import closing balances from last financial year as this year’s opening balances.
Then import your customers, vendors, items, and open sales and purchase transactions.
Zoho offers migration assistance if the import wizard trips on your file.
Check your trial balance afterwards and confirm every figure carried across.
Step 4: Connect Your Bank
Go to Banking and connect bank accounts or credit cards through the aggregator.
Bank feeds then pull transactions in daily for matching.
✅ 完了: Your Zoho Books account is live and ready for any feature below.
Zoho Books会計自動化ツールの使い方
Accounting Automation lets you hand repetitive 簿記 tasks to Zoho Books.
以下に、その使用方法をステップごとに説明します。
ステップ1：自動化設定を開く
Go to Settings, then オートメーション, then Workflow Rules.
Pick the module you want the rule to watch.
Step 2: Build Your Rule
Choose a trigger event, such as an invoice passing its due date.
Then choose the action: an email alert, a field update, or a webhook.
これがその様子です。
✓ チェックポイント: Your new rule shows as Active in the workflow rules list.
Step 3: Add Recurring Invoices
Open the Invoices module and switch to the Recurring Invoices tab.
Set the frequency and save.
✅ 結果: Repeat tasks now run without you touching them, which protects cash flow.
💡 プロのヒント: Pair recurring invoices with payment reminders at day 3, day 7, and day 14.
Zoho Booksの統合請求書および会計機能の使い方
統合請求および会計 keeps billing and your ledger in one place.
以下に、その使用方法をステップごとに説明します。
ステップ1：請求書を作成する
Open the Sales menu and click Invoices, then New.
Pick a customer and add items from your price lists.
Step 2: Attach Files and Send
Use the paperclip icon to attach files such as a signed contract.
Send the invoice as a PDF or share a payment link.
これがその様子です。
✓ チェックポイント: The invoice status moves from Sent to Paid or Partially Paid.
ステップ3：支払いを記録する
Click Record Payment when money lands, including partial amounts.
The entry posts to your accounts straight away.
✅ 結果: Every invoice you create now updates your books without double entry.
💡 プロのヒント: Edit invoice templates under Settings first, so branding applies to every PDF you send.
How to Use Zoho Books Collaboration & Portal Manager
コラボレーションとポータル管理 gives clients and staff their own login.
以下に、その使用方法をステップごとに説明します。
ステップ1：チームメンバーを招待する
Go to Settings, then Users and Roles, then Invite User.
Assign a role that limits access to the modules they need.
Step 2: Switch On the Client Portal
Open a customer record and enable portal access for that contact.
Clients can then view invoices, estimates, and shared documents.
これがその様子です。
✓ チェックポイント: Invited users appear with a Pending or Active status.
Step 3: Add Your Accountant
Invite your accountant with the Accountant role.
That role is free on paid plans.
✅ 結果: Your clients self serve and your accountant works without emailing files back and forth.
💡 プロのヒント: Give the accountant role read access to reports only until year end review starts.
Zoho Booksモバイル会計の使い方
モバイル会計 turns your phone into a receipt scanner and approval desk.
以下に、その使用方法をステップごとに説明します。
ステップ1：アプリをインストールする
Download the Zoho Books app on アンドロイド またはiOS。
Sign in with the same login you use in the browser.
Step 2: Scan Your Receipts
Tap Expenses, then the camera icon, and photograph the receipt.
OCR reads the vendor, date, and total for you.
これがその様子です。
✓ チェックポイント: The scanned expense appears with the receipt image attached.
Step 3: Approve on the Move
Review pending bills and expenses from the notifications tab.
Approve or reject with one tap.
✅ 結果: Paper receipts stop piling up and your expenses stay current all month.
💡 プロのヒント: There is no desktop app, so pin the web version to your taskbar for quick access.
Zoho Booksの使い方：見積書の作成、送信、追跡
見積書の作成、送信、追跡 handles the stage before an invoice exists.
以下に、その使用方法をステップごとに説明します。
Step 1: Draft the Estimate
Open Sales, then Estimates, then New.
Add line items, taxes, and any discount you agreed.
Step 2: Send and Watch the Status
Email the quote and track whether the client has viewed it.
Statuses run from Draft to Sent to Accepted or Declined.
これがその様子です。
✓ チェックポイント: The estimate shows Accepted and a linked document appears underneath.
Step 3: Convert to a Sales Order
Once accepted, convert the estimate into a sales order or invoice.
Nothing gets retyped.
✅ 結果: Your quotes and purchase transactions now share one paper trail.
💡 プロのヒント: Add an expiry date to every quote so old pricing cannot be claimed months later.
How to Use Zoho Books Project Manager
プロジェクト管理 connects billable hours to the invoice you eventually send.
以下に、その使用方法をステップごとに説明します。
Step 1: Create the Project
Go to Time Tracking, then Projects, then New Project.
Choose a billing method and set the project budget.
Step 2: Log Time Against Tasks
Add tasks, then log hours with the timer or a manual entry.
Team members can log their own time too.
これがその様子です。
✓ チェックポイント: Logged hours show as billable and the budget bar updates.
Step 3: Bill the Client
Click Invoice from the project screen.
Unbilled hours flow onto the invoice automatically.
✅ 結果: Client work is billed accurately instead of guessed at the end of the month.
💡 プロのヒント: Compare logged hours against the budget weekly to catch projects drifting over scope.
How to Use Zoho Books Ecosystem
Zohoエコシステム links your books to the rest of the Zoho suite.
以下に、その使用方法をステップごとに説明します。
ステップ1：統合ページを開く
Go to Settings, then Integrations.
You’ll see Zoho apps plus third party services.
Step 2: Connect the Apps You Use
Enable Zoho CRM to sync contact records and deals into customers.
Enable Zoho Inventory if you carry stock.
これがその様子です。
✓ チェックポイント: Each connected service shows a green Connected label.
Step 3: Add Payment Gateways
Connect online payment gateways such as Stripe, PayPal, or Razorpay.
Clients then pay straight from the invoice.
✅ 結果: Sales, stock, and billing data now move between apps without manual export.
💡 プロのヒント: Connect payment gateways before your first invoice goes out, not after chasing a late payment.
Zoho Books マニュアルジャーナルの使い方
手動ジャーナル covers the entries no automation can guess for you.
以下に、その使用方法をステップごとに説明します。
Step 1: Open the Journal
Go to Accountant, then Manual Journals, then New Journal.
Enter the date and a short reference.
Step 2: Enter Debits and Credits
Pick accounts from your chart of accounts on each line.
Debits and credits must balance before Zoho Books saves.
これがその様子です。
✓ チェックポイント: The journal shows Published and totals match on both sides.
Step 3: Publish and Check
Click Publish, then open your trial balance.
Confirm the adjustment landed where you expected.
✅ 結果: Depreciation, accruals, and corrections are recorded properly in your books.
💡 プロのヒント: Write a plain English note on every journal so future you understands the entry.
How to Use Zoho Books Analytics
Zoho Analytics extends reporting past the forty plus built in reports.
以下に、その使用方法をステップごとに説明します。
Step 1: Link Analytics
Open Settings, then Integrations, and connect Zoho Analytics.
Choose which modules to sync.
Step 2: Build a Dashboard
Drag fields onto the canvas to chart revenue, expenses, or receivables.
Save the view as a shared dashboard.
これがその様子です。
✓ チェックポイント: Your dashboard loads with live figures pulled from Zoho Books.
Step 3: Schedule Delivery
Set the report to email itself weekly or monthly.
Add your accountant and any partners.
✅ 結果: You get financial reports shaped around your 仕事, not generic templates.
💡 プロのヒント: Start from a prebuilt template, then strip out charts nobody on your team reads.
Zoho Booksのプロ向けヒントとショートカット
After eight months in Zoho Books, these are the tips I actually use.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| 新しい請求書を作成する | c then i |
| 新たな費用を作成する | c then e |
| グローバル検索を開く | / |
| Save the open record | Alt + s |
| Show all shortcuts | Shift + ? |
ほとんどの人が見逃す隠れた機能
- Custom functions: Sit under Settings, Automation, and run Deluge scripts on any trigger event.
- Price lists: Let you set different rates per customer without editing each invoice line.
- Document inbox: Email bills straight to a Zoho address and let OCR read the receipts.
- Scheduled reports: Send the balance sheet to your accountant monthly with no reminder needed.
- Contact person fields: Store several contacts per company so the right person gets each invoice.
Zoho’s own help resources cover migration, and the Zenatta Consulting channel handles advanced setups.
Zoho Booksでよくある間違いを避ける方法
Mistake #1: Starting Before the Chart of Accounts Is Ready
❌ 間違い: Recording months of transactions, then renaming accounts and breaking old reports.
✅ 右: Build a clear chart of accounts that matches your tax and reporting needs first.
Mistake #2: Skipping Monthly Reconciliation
❌ 間違い: Letting bank feeds pile up unmatched until year end panic sets in.
✅ 右: Reconcile every account monthly, which catches errors and fraud 早い.
Mistake #3: Invoicing Without Sales Orders or Purchase Orders
❌ 間違い: Billing from memory, then arguing with clients about what was actually delivered.
✅ 右: Use transactional documents so services billed and inventory levels stay traceable.
Zoho Booksのトラブルシューティング
Problem: Bank Feeds Stop Updating
原因： The aggregator lost its connection after your bank changed its login flow.
修理： Open Banking, click the account, then Refresh Account and re authenticate.
Problem: Trial Balance Doesn’t Match After Import
原因： Opening balances were imported after transactions, or a suspense account absorbed the difference.
修理： Check the Opening Balance Adjustments account, then post a manual journal to correct it.
Problem: Invoice PDF Looks Wrong to Clients
原因： The default template overrides the fields you edited on screen.
修理： Go to Settings, Templates, and set your edited template as default for invoices.
Problem: Clients Cannot Open the Portal
原因： Blocked browser cookies stop the portal session from loading.
修理： Ask the client to allow cookies; the cookie policy Zoho publishes lists what each one stores.
Problem: Workflow Rules Never Fire
原因： The rule is set to run on create only, so edits never trigger it.
修理： Edit the rule and switch the execution type to create or edit.
📌 注記： If none of these help, contact Zoho Books support through the in app chat.
Zoho Books とは何ですか?
Zohoブックス is cloud based accounting software that handles your whole 簿記 cycle online.
Think of it as your ledger, invoice book, and filing cabinet in one browser tab.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 会計自動化： Set workflow rules that categorize expenses and send reminders automatically
- 請求書発行と会計の統合： Create invoices and post transactions inside one accounting software
- コラボレーションとポータル管理： Give clients and your accountant portal access to shared documents
- モバイル会計： Capture receipts on Android or iOS using the app OCR scanner
- 見積書の作成、送信、追跡： Send estimates, then convert an accepted quote into a sales order
- プロジェクト管理： Track time, project budgets, and billable tasks for client work
- Zohoエコシステム： 接続する CRM, Inventory, and other Zoho services to one account
- 手動ジャーナル: Post adjusting entries and keep your trial balance accurate
- Zohoアナリティクス: Build deeper financial reports beyond the built in reports module
Sales, purchases, and bank records all post to the same ledger.
The Reports module alone holds over 40 reports covering business, accounting, and taxes.
It also supports multi currency, several tax jurisdictions, and both VAT and sales tax handling.
詳細については、こちらをご覧ください。 Zoho Booksのレビュー.
Zoho Booksの価格設定
Zoho Booksの2026年の価格は以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | 月額0ドル | Solo owners billing a handful of clients |
| 標準 | 1団体あたり月額15ドル | Small teams needing recurring invoices and rules |
| プロ | 1団体あたり月額40ドル | Growing businesses tracking inventory and projects |
| プレミアム | 月額60ドル | Firms wanting custom functions and deeper workflows |
無料トライアル: 14 days, and the trial includes everything the paid plans offer.
返金保証: Zoho offers a 30 day refund window on new subscriptions.
💰 最もお得な価格: Professional — inventory, projects, and purchase orders for well under competitor pricing.
Zoho Booksと代替サービスの比較
How does Zoho Books compare? Here’s the landscape:
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| Zohoブックス | Value and automation | 月額15ドル | ⭐ 4.3 |
| クイックブックス | 会計士との親和性 | 月額35ドル | ⭐ 4.4 |
| ゼロ | ユーザー数無制限 | 月額20ドル | ⭐ 4.3 |
| フレッシュブックス | Freelance invoicing | 月額21ドル | ⭐ 4.4 |
| 波 | Free basics | 月額0ドル | ⭐ 4.2 |
| セージ | Compliance depth | 月額25ドル | ⭐ 4.1 |
| エクスペンシファイ | 経費報告書 | 月額5ドル | ⭐ 4.4 |
| ネットスイート | Enterprise finance | カスタム | ⭐ 4.0 |
おすすめ商品：
- 総合ベスト： Zoho Books — most features per dollar for small firms
- ベスト予算： Wave — free invoicing when your needs stay basic
- 初心者におすすめ： FreshBooks — the gentlest learning curve of the group
- 企業向けに最適： NetSuite — full ERP once accounting alone stops being enough
🎯 Zoho Booksの代替品
Zoho Booksの代替サービスをお探しですか？おすすめの選択肢をご紹介します。
- 🚀 デクスト： Receipt capture at speed, built for firms processing high volumes of paperwork monthly.
- 🧠 ドシット: AI bookkeeping that codes transactions for you, aimed at multi location businesses.
- 🏢 セージ： Long established accounting for larger firms needing deep compliance and payroll options.
- ⭐ ゼロ： Clean interface, huge app marketplace, and unlimited users on every paid plan.
- 📊 楽な月末: Close checklists and reconciliation tracking for teams that dread month end.
- 🔧 パズルIO: Startup accounting wired into Stripe and Ramp, built for founders raising capital.
- ⚡ スナイダー： Syncs ecommerce and payment gateways into your books with fine grained mapping.
- 🎯 リフレッシュミー: Niche bookkeeping cleanup tool for tidying messy historical transactions.
- 💰 波： Free invoicing and accounting for フリーランサー with very simple needs.
- 👤 クイックン: Personal and rental property finance tracking rather than true business accounting.
- 📄 ハブドック: Document fetching from banks and suppliers, bundled free with Xero plans.
- ✈️ 経費精算: Expense reports and corporate cards for teams with heavy 旅行 支出。
- 🔥 クイックブックス: The market leader, with the widest accountant familiarity in the United States.
- 🗂️ 自動入力: Bulk data entry from scanned bills and statements for busy bookkeepers.
- 🎨 フレッシュブックス: Friendly invoicing and time tracking aimed squarely at freelancers and agencies.
- 🏦 ネットスイート: Full ERP for enterprises running finance, inventory, and operations together.
全リストについては、こちらをご覧ください。 Zoho Booksの代替品 ガイド。
⚔️ Zoho Booksの比較
Zoho Booksが各競合他社と比べてどうなのか、以下に示します。
- Zoho Books vs Dext: Dext wins on receipt capture depth; Zoho Books wins because it is full accounting software.
- Zoho Books vs Docyt: Docyt automates coding harder; Zoho Books costs far less and covers invoicing natively.
- Zoho Books vs Sage: Sage suits complex structures; Zoho Books is faster to set up and cheaper monthly.
- Zoho Books vs Xero: Xero allows unlimited users; Zoho Books gives better value for small teams under five.
- Zoho Books vs Easy Month End: Easy Month End only handles closing; Zoho Books runs the whole accounting cycle.
- Zoho Books vs Puzzle IO: Puzzle fits venture backed startups; Zoho Books fits service businesses billing real clients.
- Zoho Books vs Synder: Synder is a connector, not a ledger; Zoho Books is the ledger itself.
- Zoho Books vs RefreshMe: RefreshMe fixes old data; Zoho Books keeps new data clean from day one.
- Zoho Books vs Wave: Wave is free forever; Zoho Books offers automation, projects, and inventory Wave lacks.
- Zoho Books と Quicken: Quicken suits personal finances; Zoho Books handles sales tax, vendors, and client billing.
- Zoho Books vs Hubdoc: Hubdoc only collects documents; Zoho Books stores them and posts the transactions.
- Zoho Books vs Expensify: Expensify owns expense reports; Zoho Books covers expenses plus every other accounting module.
- Zoho Books vs QuickBooks: QuickBooks has more 会計士 trained on it; Zoho Books costs far less monthly.
- Zoho Books vs AutoEntry: AutoEntry speeds up entry; Zoho Books already scans receipts through its mobile app.
- Zoho Books と FreshBooks: FreshBooks is simpler; Zoho Books gives you inventory, journals, and deeper reports.
- Zoho BooksとNetSuiteの比較: NetSuite scales to enterprise; Zoho Books serves growing businesses without the six figure bill.
今すぐZoho Booksを使い始めましょう
You now know how to use Zoho Books across every major module:
- ✅ 会計業務の自動化
- ✅ 請求書発行と会計処理の統合
- ✅ コラボレーションとポータル管理
- ✅ モバイル会計
- ✅ 見積書の作成、送信、追跡
- ✅ プロジェクト管理
- ✅ Zohoエコシステム
- ✅ 手動ジャーナル
- ✅ Zoho Analytics
次のステップ： Pick one feature and try it today.
ほとんどの人は会計業務の自動化から始めます。
It takes less than five minutes to save your first workflow rule.
よくある質問
Zoho Booksは使いやすいですか？
Yes. Most users find the layout straightforward, and the reporting screens read more simply than QuickBooks. Expect roughly a day to feel comfortable with the core modules.
Zohoを初心者向けに使いこなすには？
Create your Zoho Books account, configure company settings and tax preferences, import opening balances, add customers and vendors, then connect your bank. Invoicing comes next.
Zoho Booksのデメリットは何ですか？
User seats are capped per plan, payroll is limited to a few regions, and there is no desktop app. Some third party integrations lag behind QuickBooks.
Zoho Booksの主な目的は何ですか？
It handles the full accounting cycle online: invoices, expenses, bank reconciliation, sales tax, inventory, and financial reports, all from one connected account.
Zoho BooksはQuickBooksより優れていますか？
It depends on your priorities. Zoho Books costs less and automates well. QuickBooks has broader accountant familiarity and a deeper third party app market.
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