How to Use Zoho Books for Small Business Success in 2026?

Struggling with messy stacks of paper?

Managing your business money feels like a giant, scary puzzle.

It is easy to lose track of bills and get stressed at tax time.

One small mistake can cost you a lot of money.

You deserve a break from the chaos. Stop worrying and start growing.

Our guide shows you how to Zohoを使用する Books step by step.

We make 会計 feel like a breeze. You will master invoices and track every penny.

Click here to take control of your 仕事 today, finally!

Zohoブックス

合理化 会計 with Zoho Books. Join over 500,000 businesses saving 20 hours on paperwork monthly. Start your 14-day trial today.

今すぐZoho Booksを試す 全文レビューを読む Zoho Booksの代替品

Zoho Books Tutorial

Setting up your account is the first step toward easier 簿記.

First, enter your business details and tax info.

Next, connect your bank account to track your money automatically.

It sounds hard, but the software does the heavy lifting.

You will be sending professional invoices and managing bills in no time.

How to Use Accounting Automation

Time is money. You should not waste hours typing numbers into your accounting systems.

Accounting software like Zoho Books is built to save you time.

使用する オートメーション to handle the boring tasks.

This lets you focus on growing your business rather than on データ entry. Here is how to set it up.

Step 1: Connect Your Bank Account

This is the most important step.

It lets your Zoho Books account see your spending and earnings in real time.

• Go to the Banking Module: Look at the sidebar on the left. Click on “Banking” to open the dashboard.
• Add Bank or Credit Card: Click the button to add a new account. You can connect standard banks and online payment gateways like PayPal or Stripe.
• Enable Bank Feeds: Enter your banking credentials safely. This turns on bank feeds, which automatically pull in your financial data.
• Verify the Connection: Check that your balance updates. Now, you do not have to enter every single deposit or withdrawal manually.

Step 2: Set Up Transaction Rules

Categorizing every coffee or office supply purchase gets old fast.

You can use rules to 即座に sort your sales and purchase transactions.

• Access Settings: Clicked on the gear icon in the top right corner. Select “Transaction Rules” from the menu.
• Create a New Rule: Give your rule a name. For example, you can track specific purchase transactions from vendors such as “Amazon” or “Staples.”
• Set Criteria: Tell the system what to look for. This works like workflow rules, where the software automatically reacts to data.
• Save and Apply: Once saved, the system sorts new transactions for you. It organizes your money without you having to lift a finger.

Step 3: Automate Recurring Journals

Some costs recur monthly, like rent or 保険. You can set these on autopilot.

• Go to the Accountant Tab: Find the “Accountant” section in the sidebar. Select “Recurring Manual Journals.”
• Set the Schedule: Choose how often the entry should happen. This is great for standard monthly expenses that include sales tax.
• Enter Details: Fill in the debit and credit accounts. You can even attach files, such as rental agreements or contracts, for reference.
• Activate: Save the journal. The system will now record this entry for you every single month.

How to Use the Zoho Ecosystem

Zoho Books is powerful on its own, but it works even better when it talks to other apps.

For growing businesses, connecting different tools is the key to success.

You can manage everything from the web or use the desktop app for easy access.

Here is how to link everything together.

Step 1: Access the Integrations Menu

その initial setup of your integrations is simple. You do not need to be a tech expert.

• Find the Menu: Go to Setting, then click “Integrations.” This is where you connect other Zoho apps or third-party tools.
• Explore Options: You will see options for many tools. You can even set up custom functions here to make the software do exactly what you want.
• Get Expert Help: If this part feels tricky, experts like Zenatta Consulting often help businesses configure these complex settings perfectly.
• 接続する： Choose the apps you use most and get ready to sync.

Step 2: Sync with Zoho CRM

Sales and accounting should always work together.

Connecting Zoho CRM keeps your customers ‘ and vendors’ lists matching in both places.

• Link the Apps: Select Zoho CRM from the list and click “Connect.
• Sync Data: This ensures that when a salesperson closes a deal, you see the transactions immediately.
• Manage Orders: You can turn a quote into a sales order instantly.
• Update Info: It keeps your price lists accurate across departments. This stops errors where sales teams sell items for the wrong price.

Step 3: Connect Zoho Expense

Tracking employee spending is vital for healthy cash flow.

Connecting Zoho Expense automates this process.

• Map Categories: meaningful Link your expense categories to your chart of accounts. This ensures every penny goes to the right place.
• Set Rules: Configure your tax preferences so the system calculates taxes correctly on every claim.
• Automate Reports: This integration automatically updates your financial reports. Your balance sheet and trial balance will always be up to date without manual work.
• Streamline Payments: It works alongside your payment gateways and recurring invoices to keep your money organized.

How to Use Unified Invoicing and Accounting

Managing money should not be hard.

The app brings sales and expenses together.

It has powerful features that seamlessly link different modules.

You can set up your workflows to automate boring tasks.

Here is how to create professional documents and get paid faster.

Step 1: Create a Custom Invoice Template

Your invoice represents your company. You need it to look good so customers trust you.

• Configure Your Look: Go to Settings and select templates. Choose a design that fits your style.
• Add Branding: Upload your logo. You can even add a digital sign to make it official.
• Set Preferences: Decide how you want to save and send files. You can email them or generate a PDF.
• モバイルアクセス: You can access and edit these templates from the web or the アンドロイド mobile app.

Step 2: Generate Your First Invoice

It is now time to bill your clients. This process updates both your inventory and sales records simultaneously.

• Start a New Invoice: Go to the Sales module and click Create. Select a contact from your user list.
• Add Details: Enter the services or products they bought. You can also convert existing estimates into invoices with one click.
• Check the Facts: Verify the due date and assign it to specific projects if needed.
• Send it Out: Once you save it, you can email it or export the data. This helps you track who has paid and who still owes money.

Step 3: Record and Reconcile Payments

Getting the money is the best part. You need to record the payment to keep your reports accurate.

• Log the Money: When a client pays, mark the invoice as paid. You can attach receipts or other supporting documents as proof.
• Match with Bank Data: You can import your bank data to ensure every penny is accounted for. This is safer than using manual spreadsheets.
• Manage Expenses: Do not forget your vendors. You can track purchases and bills in the same system.
• Share with Experts: Give your accountant access to view these records. If you used QuickBooks before, you can easily move your history here.

Zoho Booksの代替品

• デクスト: このソフトウェアは、領収書や請求書からのデータ抽出を自動化することに重点を置いています。書類をデジタル化することで、手作業によるデータ入力にかかる時間を節約します。
• ドシット: このプラットフォームはAIを基盤とし、簿記やバックオフィス業務を自動化します。Docytは手作業によるデータ入力を排除し、リアルタイムの財務分析を提供することを目指しており、高度に自動化されたソリューションを求める企業にとって強力な選択肢となります。
• セージ: あらゆる規模の企業にソリューションを提供する強力なプラットフォームです。特に複雑な財務ニーズを持つ企業にとって、強力な代替手段となります。
• ゼロ: 人気のクラウドベースの会計プラットフォームです。Ateraの簿記機能の代替として、請求書発行、銀行照合、経費追跡などのツールを提供しています。
• 楽な月末: この専門ソフトウェアは、決算プロセスを簡素化するために特別に設計されています。QuickBooksやXeroなどの会計プラットフォームと統合することで、スムーズで簡単な月末処理を実現します。
• パズルio: これはスタートアップ向けに特別に開発された最新の会計ソフトウェアです。財務報告と自動化を支援し、リアルタイムの洞察を提供し、決算処理の合理化に重点を置いています。
• セージ: 有名なビジネス管理ソフトウェアプロバイダーである Sage は、Atera の財務管理モジュールの代替として使用できるさまざまな会計および財務ソリューションを提供しています。
• シンダー: このソフトウェアは、eコマースおよび決済プラットフォームと会計ソフトウェアの同期に重点を置いています。販売チャネルから帳簿へのデータフローを自動化する必要がある企業にとって、便利な代替手段となります。
• 楽な月末: このツールは、月末処理プロセスを効率化するために特別に設計されています。財務報告と決算処理業務の改善と自動化を目指す企業にとって、最適な代替手段となります。
• ドシット: AIを活用した簿記プラットフォームであるDocytは、財務ワークフローを自動化します。リアルタイムデータと自動文書管理を提供するAteraのAI駆動型簿記機能の直接的な競合製品です。
• リフレッシュミー: これは個人向けの財務管理プラットフォームです。直接的なビジネス向け代替手段ではありませんが、経費や請求書の追跡など、同様の機能を提供しています。
• 波: これは人気の無料財務ソフトウェアです。請求書作成、会計、領収書のスキャンなど、フリーランサーや中小企業に最適です。
• クイックン: 個人および中小企業の財務管理に定評のあるツールです。予算作成、支出追跡、財務計画に役立ちます。
• ハブドック: このソフトウェアは文書管理ツールです。財務文書を自動的に取得し、会計ソフトウェアと同期します。
• エクスペンシファイ: このプラットフォームは経費管理に重点を置いています。領収書のスキャン、出張、経費報告書の作成に最適です。
• クイックブックス: 最も広く使用されている会計ソフトウェア プログラムの 1 つです。 QuickBooks は、財務管理のためのツール一式を提供する強力な代替手段です。
• 自動入力: このツールはデータ入力を自動化します。Ateraの領収書および請求書取得機能の優れた代替手段となります。
• フレッシュブックス: このプログラムは請求書作成と会計処理に最適です。時間と経費をシンプルに追跡したいフリーランサーや中小企業に人気です。
• ネットスイート: 強力で包括的なクラウドベースのビジネス管理スイート。NetSuiteは、財務管理以上の機能を必要とする大規模企業にとって最適な選択肢です。

Zoho Booksの比較

結論

Managing your business money does not have to be scary.

We showed you how to use automation and create clear invoices.

You now have the right tools to succeed.

Zoho Books makes the hard work easy for you.

You can focus on growing your company instead of stressing over math.

Do not wait to get started.

If you get stuck, there are many helpful resources online to guide you.

You can also read the cookie policy zoho page to learn how your data stays safe.

Take control of your finances today. You are ready to win.

よくある質問

More Facts about Zoho Books

• Moving Your Data: Zoho helps you switch from your old accounting system. You can upload spreadsheet files (CSVs) to bring in your customers, items, and past financial records.
• Starting Fresh: Before you begin, upload your “opening balances.” This means telling the software how much money you had at the end of last year so your new records are correct.
• Banking Connection: You can link your bank accounts and credit cards directly to the software. This lets you see money coming in and going out automatically without typing it in by hand.
• Easy Invoicing: You can create bills (invoices) and send them to your customers. You can also set the software to automatically send these bills to regular customers to save time.
• Tracking Expenses: You can use a mobile app to take pictures of your paper receipts. The software reads the receipt and saves the expense for you.
• 自動化による時間の節約: You can create rules so the software does boring work for you. For example, it can automatically sort your expenses or send polite email reminders to people who owe you money.
• チームアクセス: You can invite your employees to use the system. You get to decide exactly what each person is allowed to see or change.
• プロジェクト管理： If you charge clients for your time, you can use the Timesheets feature to track hours and add them directly to a bill.
• Global Features: The software works with money from different countries (multi-currency) and can handle various types of sales taxes.
• Business Health: There are over 40 different reports you can run. These show you how much profit you made, where your money is, and if you are ready for tax season.
• 価値ある商品: Many users like Zoho Books because it offers many of the same features as bigger, more expensive brands, but at a lower cost and often easier to use.
• Trying it Out: There is a free trial version that lets you test the premium features before you decide to buy a subscription plan.