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 Zoho를 사용하세요 Books step by step.

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

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

조호 북스

업무 효율화 회계 with Zoho Books. Join over 500,000 businesses saving 20 hours on paperwork monthly. Start your 14-day trial today.

지금 바로 Zoho Books를 사용해 보세요. 전체 리뷰 읽기 Zoho Books 대안

Zoho Books Tutorial

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

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.

그것은 사용합니다 오토메이션 to handle the boring tasks.

This lets you focus on growing your business rather than on 데이터 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 곧 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 보험. 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

그만큼 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.
• 연결하다: 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.
• 모바일 접속: You can access and edit these templates from the web or the 기계적 인조 인간 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 Books의 대안

• 덱스트: 이 소프트웨어는 영수증과 송장에서 데이터를 자동으로 추출하는 데 중점을 둡니다. 서류를 디지털화하여 수동 데이터 입력에 소요되는 시간을 절약해 줍니다.
• 도시트: 이 플랫폼은 AI를 기반으로 회계 및 백오피스 업무를 자동화하도록 설계되었습니다. Docyt는 수동 데이터 입력을 없애고 실시간 재무 정보를 제공하여 고도의 자동화 솔루션을 원하는 기업에게 강력한 대안이 될 수 있습니다.
• 세이지모든 규모의 기업에 솔루션을 제공하는 강력한 플랫폼입니다. 특히 복잡한 재무적 요구를 가진 기업에게 탁월한 대안이 될 수 있습니다.
• 제로: 이는 인기 있는 클라우드 기반 회계 플랫폼입니다. 아테라(Atera)의 회계 기능을 대체할 수 있는 제품으로, 송장 발행, 은행 계좌 대조, 비용 추적 등의 도구를 제공합니다.
• 쉬운 월말: 이 특수 소프트웨어는 재무 결산 프로세스를 간소화하기 위해 특별히 설계되었습니다. QuickBooks 및 Xero와 같은 다른 회계 플랫폼과 통합되어 원활하고 간편한 월말 결산을 보장합니다.
• 퍼즐 아이오: 이 소프트웨어는 스타트업을 위해 특별히 개발된 최신 회계 소프트웨어입니다. 재무 보고 및 자동화를 지원하며, 실시간 인사이트를 제공하고 회계 장부를 간소화하여 결산 시간을 단축하는 데 중점을 둡니다.
• 세이지: 잘 알려진 비즈니스 관리 소프트웨어 제공업체인 Sage는 Atera의 재무 관리 모듈을 대체할 수 있는 다양한 회계 및 재무 솔루션을 제공합니다.
• 시나이더: 이 소프트웨어는 전자상거래 및 결제 플랫폼을 회계 소프트웨어와 동기화하는 데 중점을 둡니다. 판매 채널에서 회계 장부로 데이터 흐름을 자동화해야 하는 기업에 유용한 대안입니다.
• 쉬운 월말: 이 도구는 월말 결산 프로세스를 간소화하기 위해 특별히 설계되었습니다. 재무 보고 및 대조 작업을 개선하고 자동화하려는 기업을 위한 전문적인 대안입니다.
• 도시트: AI 기반 회계 플랫폼인 Docyt는 재무 워크플로우를 자동화합니다. 실시간 데이터와 자동화된 문서 관리 기능을 제공하는 Docyt는 Atera의 AI 기반 회계 기능과 직접적인 경쟁 관계에 있습니다.
• 리프레시미: 이는 개인 재무 관리 플랫폼입니다. 직접적인 비즈니스용 대안은 아니지만, 지출 및 송장 추적과 같은 유사한 기능을 제공합니다.
• 파도: 이 프로그램은 인기 있는 무료 재무 관리 소프트웨어입니다. 프리랜서와 소규모 사업자가 송장 발행, 회계 처리, 영수증 스캔 등에 활용하기에 좋은 선택입니다.
• 빠르게 하다: 개인 및 소규모 사업체의 재정 관리에 널리 알려진 도구입니다. 예산 책정, 지출 추적 및 재무 계획 수립에 도움이 됩니다.
• 허브독: 이 소프트웨어는 문서 관리 도구입니다. 재무 문서를 자동으로 가져와 회계 소프트웨어와 동기화합니다.
• Expensify: 이 플랫폼은 경비 관리에 특화되어 있습니다. 영수증 스캔, 출장, 경비 보고서 작성에 매우 유용합니다.
• 퀵북스: 가장 널리 사용되는 회계 소프트웨어 프로그램 중 하나입니다. QuickBooks는 재무 관리를 위한 모든 도구를 제공하는 강력한 대안입니다.
• 자동 입력: 이 도구는 데이터 입력을 자동화합니다. Atera의 영수증 및 송장 캡처 기능을 대체할 수 있는 좋은 대안입니다.
• 프레시북스: 이 프로그램은 청구서 발행 및 회계 처리에 매우 유용합니다. 시간과 비용을 간편하게 추적해야 하는 프리랜서와 소규모 사업체에서 인기가 높습니다.
• 넷스위트: 강력하고 완벽한 클라우드 기반 비즈니스 관리 솔루션인 NetSuite는 단순한 재무 관리 이상의 기능을 필요로 하는 대규모 기업을 위한 최적의 선택입니다.

Zoho Books 비교

결론

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.

자주 묻는 질문

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.
• 자동화를 통해 시간 절약하기: 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.
• 팀 액세스: You can invite your employees to use the system. You get to decide exactly what each person is allowed to see or change.
• 프로젝트 관리: 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.
• 가성비 좋음: 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.