快速入门
本指南涵盖 Zoho Books 的所有功能：
- 入门 — Create your Zoho Books account and finish the initial setup
- 如何使用会计自动化 — Set workflow rules that categorize expenses and send reminders automatically
- 如何使用统一发票和会计系统 — Create invoices and post transactions inside one accounting software
- 如何使用协作和门户管理 — Give clients and your accountant portal access to shared documents
- 如何使用移动会计 — Capture receipts on Android or iOS using the app OCR scanner
- 如何使用创建、发送和跟踪报价 — Send estimates, then convert an accepted quote into a sales order
- 如何使用项目管理 — Track time, project budgets, and billable tasks for client work
- 如何使用 Zoho 生态系统 — Connect CRM, Inventory, and other Zoho services to one account
- 如何使用手动日志 — Post adjusting entries and keep your trial balance accurate
- 如何使用 Zoho Analytics — Build deeper financial reports beyond the built in reports module
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
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 会计 software that covers invoicing, expenses, and tax in one account.
Most people use maybe a quarter of it.
This guide shows you 如何使用 Zoho Books properly, feature by feature.
一步一步教你，附带截图和专业技巧。
Zoho Books教程
This How to Use Zoho Books tutorial walks through every module, from the first login to advanced workflows.
Zoho Books
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 入门指南
Finish this one time setup before you touch any feature.
It takes about ten minutes.
第一步：创建您的帐户
Go to the Zoho Books website and click Sign Up.
Enter your email, then sign in and pick your edition by country.
✓ 检查点： 检查你的 收件箱 用于确认邮件。
步骤二：配置公司简介
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:
✓ 检查点： Your dashboard shows receivables, payables, and cash flow tiles.
Step 3: Import Your Opening Balances
Export data from your old 会计 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.
✅ 完成： Your Zoho Books account is live and ready for any feature below.
如何使用 Zoho Books 会计自动化
Accounting Automation lets you hand repetitive 簿记 tasks to Zoho Books.
以下是使用步骤。
步骤 1：打开自动化设置
Go to Settings, then 自动化, 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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Repeat tasks now run without you touching them, which protects cash flow.
💡 专业提示： Pair recurring invoices with payment reminders at day 3, day 7, and day 14.
如何使用 Zoho Books 统一发票和会计功能
统一发票和会计 keeps billing and your ledger in one place.
以下是使用步骤。
第一步：创建发票
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.
这就是它的样子：
✓ 检查点： The invoice status moves from Sent to Paid or Partially Paid.
步骤三：记录付款
Click Record Payment when money lands, including partial amounts.
The entry posts to your accounts straight away.
✅ 结果： Every invoice you create now updates your books without double entry.
💡 专业提示： Edit invoice templates under Settings first, so branding applies to every PDF you send.
How to Use Zoho Books Collaboration & Portal Manager
协作与门户管理 gives clients and staff their own login.
以下是使用步骤。
第一步：邀请您的团队
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your clients self serve and your accountant works without emailing files back and forth.
💡 专业提示： Give the accountant role read access to reports only until year end review starts.
如何使用 Zoho Books 移动会计软件
移动会计 turns your phone into a receipt scanner and approval desk.
以下是使用步骤。
步骤 1：安装应用程序
Download the Zoho Books app on 安卓 或 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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Paper receipts stop piling up and your expenses stay current all month.
💡 专业提示： There is no desktop app, so pin the web version to your taskbar for quick access.
如何使用 Zoho Books 创建、发送和跟踪报价
创建、发送和跟踪报价 handles the stage before an invoice exists.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your quotes and purchase transactions now share one paper trail.
💡 专业提示： Add an expiry date to every quote so old pricing cannot be claimed months later.
How to Use Zoho Books Project Manager
项目管理 connects billable hours to the invoice you eventually send.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Client work is billed accurately instead of guessed at the end of the month.
💡 专业提示： Compare logged hours against the budget weekly to catch projects drifting over scope.
How to Use Zoho Books Ecosystem
Zoho 生态系统 links your books to the rest of the Zoho suite.
以下是使用步骤。
步骤 1：打开集成页面
Go to Settings, then Integrations.
You’ll see Zoho apps plus third party services.
Step 2: Connect the Apps You Use
Enable Zoho 客户关系管理 to sync contact records and deals into customers.
Enable Zoho Inventory if you carry stock.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Sales, stock, and billing data now move between apps without manual export.
💡 专业提示： Connect payment gateways before your first invoice goes out, not after chasing a late payment.
如何使用 Zoho Books 手册日志
手工日志 covers the entries no automation can guess for you.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Depreciation, accruals, and corrections are recorded properly in your books.
💡 专业提示： 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.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： You get financial reports shaped around your 商业, not generic templates.
💡 专业提示： Start from a prebuilt template, then strip out charts nobody on your team reads.
Zoho Books 专业技巧和快捷方式
After eight months in Zoho Books, these are the tips I actually use.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| 创建新发票 | c then i |
| 创建新的费用 | c then e |
| 打开全局搜索 | / |
| Save the open record | Alt + s |
| Show all shortcuts | Shift + ？ |
大多数人错过的隐藏功能
- 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 常见错误及避免方法
Mistake #1: Starting Before the Chart of Accounts Is Ready
❌ 错误： Recording months of transactions, then renaming accounts and breaking old reports.
✅ 右图： Build a clear chart of accounts that matches your tax and reporting needs first.
Mistake #2: Skipping Monthly Reconciliation
❌ 错误： Letting bank feeds pile up unmatched until year end panic sets in.
✅ 右图： Reconcile every account monthly, which catches errors and fraud 早期的.
Mistake #3: Invoicing Without Sales Orders or Purchase Orders
❌ 错误： Billing from memory, then arguing with clients about what was actually delivered.
✅ 右图： Use transactional documents so services billed and inventory levels stay traceable.
Zoho Books故障排除
Problem: Bank Feeds Stop Updating
原因： The aggregator lost its connection after your bank changed its login flow.
使固定： 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.
使固定： 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.
使固定： 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.
使固定： 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.
使固定： Edit the rule and switch the execution type to create or edit.
📌 笔记： If none of these help, contact Zoho Books support through the in app chat.
Zoho Books是什么？
Zoho Books is cloud based accounting software that handles your whole 簿记 cycle online.
Think of it as your ledger, invoice book, and filing cabinet in one browser tab.
观看这段快速概览：
它包含以下主要特点：
- 会计自动化： Set workflow rules that categorize expenses and send reminders automatically
- 统一发票和会计： Create invoices and post transactions inside one accounting software
- 协作与门户管理： Give clients and your accountant portal access to shared documents
- 移动会计： Capture receipts on Android or iOS using the app OCR scanner
- 创建、发送和跟踪报价： Send estimates, then convert an accepted quote into a sales order
- 项目管理： Track time, project budgets, and billable tasks for client work
- Zoho 生态系统： 连接 客户关系管理, Inventory, and other Zoho services to one account
- 手工日志： Post adjusting entries and keep your trial balance accurate
- Zoho Analytics： 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.
如需详细分析，请参阅我们的 Zoho Books 评论.
Zoho Books 定价
以下是 Zoho Books 在 2026 年的价格：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | 每月 0 美元 | Solo owners billing a handful of clients |
| 标准 | 每组织每月 15 美元 | Small teams needing recurring invoices and rules |
| 专业的 | 每组织每月 40 美元 | Growing businesses tracking inventory and projects |
| 优质的 | 每月 60 美元 | Firms wanting custom functions and deeper workflows |
免费试用： 14 days, and the trial includes everything the paid plans offer.
退款保证： Zoho offers a 30 day refund window on new subscriptions.
💰 性价比最高： Professional — inventory, projects, and purchase orders for well under competitor pricing.
Zoho Books 与其他方案的比较
How does Zoho Books compare? Here’s the landscape:
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| Zoho Books | Value and automation | 每月15美元 | ⭐ 4.3 |
| QuickBooks | 会计师熟悉程度 | 每月 35 美元 | ⭐ 4.4 |
| Xero | 用户数量不限 | 每月 20 美元 | ⭐ 4.3 |
| FreshBooks | Freelance invoicing | 每月 21 美元 | ⭐ 4.4 |
| 海浪 | Free basics | 每月 0 美元 | ⭐ 4.2 |
| 圣人 | Compliance depth | 每月 25 美元 | ⭐ 4.1 |
| Expensify | 费用报告 | 每月 5 美元 | ⭐ 4.4 |
| NetSuite | Enterprise finance | 风俗 | ⭐ 4.0 |
快速精选：
- 综合最佳： Zoho Books — most features per dollar for small firms
- 最佳预算： Wave — free invoicing when your needs stay basic
- 最适合初学者： FreshBooks — the gentlest learning curve of the group
- 最适合企业使用： NetSuite — full ERP once accounting alone stops being enough
🎯 Zoho Books 的替代方案
正在寻找 Zoho Books 的替代方案？以下是一些最佳选择：
- 🚀 右手： Receipt capture at speed, built for firms processing high volumes of paperwork monthly.
- 🧠 多西特: AI bookkeeping that codes transactions for you, aimed at multi location businesses.
- 🏢 圣人： Long established accounting for larger firms needing deep compliance and payroll options.
- ⭐ Xero： Clean interface, huge app marketplace, and unlimited users on every paid plan.
- 📊 轻松月末: Close checklists and reconciliation tracking for teams that dread month end.
- 🔧 Puzzle IO: Startup accounting wired into Stripe and Ramp, built for founders raising capital.
- ⚡ 辛德： Syncs ecommerce and payment gateways into your books with fine grained mapping.
- 🎯 刷新我: Niche bookkeeping cleanup tool for tidying messy historical transactions.
- 💰 海浪： Free invoicing and accounting for 自由职业者 with very simple needs.
- 👤 加速: Personal and rental property finance tracking rather than true business accounting.
- 📄 Hubdoc: Document fetching from banks and suppliers, bundled free with Xero plans.
- ✈️ Expensify： Expense reports and corporate cards for teams with heavy 旅行 开支。
- 🔥 QuickBooks： The market leader, with the widest accountant familiarity in the United States.
- 🗂️ 自动输入: Bulk data entry from scanned bills and statements for busy bookkeepers.
- 🎨 FreshBooks： Friendly invoicing and time tracking aimed squarely at freelancers and agencies.
- 🏦 NetSuite： Full ERP for enterprises running finance, inventory, and operations together.
完整列表请参见我们的 Zoho Books 的替代方案 指导。
⚔️ Zoho Books 对比
以下是 Zoho Books 与各竞争对手的对比：
- Zoho Books 对比 Dext: Dext wins on receipt capture depth; Zoho Books wins because it is full accounting software.
- Zoho Books 对比 Docyt: Docyt automates coding harder; Zoho Books costs far less and covers invoicing natively.
- Zoho Books 与 Sage 的比较: Sage suits complex structures; Zoho Books is faster to set up and cheaper monthly.
- Zoho Books 与 Xero 的比较: Xero allows unlimited users; Zoho Books gives better value for small teams under five.
- Zoho Books 与 Easy Month End 对比: Easy Month End only handles closing; Zoho Books runs the whole accounting cycle.
- Zoho Books 对比 Puzzle IO: Puzzle fits venture backed startups; Zoho Books fits service businesses billing real clients.
- Zoho Books 对阵 Synder: Synder is a connector, not a ledger; Zoho Books is the ledger itself.
- Zoho Books 与 RefreshMe 的对比: RefreshMe fixes old data; Zoho Books keeps new data clean from day one.
- Zoho Books 与 Wave 的对比: Wave is free forever; Zoho Books offers automation, projects, and inventory Wave lacks.
- Zoho Books 与 Quicken 对比: Quicken suits personal finances; Zoho Books handles sales tax, vendors, and client billing.
- Zoho Books 与 Hubdoc 的比较: Hubdoc only collects documents; Zoho Books stores them and posts the transactions.
- Zoho Books 与 Expensify 的比较: Expensify owns expense reports; Zoho Books covers expenses plus every other accounting module.
- Zoho Books vs QuickBooks: QuickBooks has more 会计师 trained on it; Zoho Books costs far less monthly.
- Zoho Books 与 AutoEntry 对比: AutoEntry speeds up entry; Zoho Books already scans receipts through its mobile app.
- Zoho Books 与 FreshBooks 的比较: FreshBooks is simpler; Zoho Books gives you inventory, journals, and deeper reports.
- Zoho Books 与 NetSuite 对比: NetSuite scales to enterprise; Zoho Books serves growing businesses without the six figure bill.
立即开始使用 Zoho Books
You now know how to use Zoho Books across every major module:
- ✅ 会计自动化
- ✅ 统一发票和会计
- ✅ 协作与门户管理
- ✅ 移动会计
- ✅ 创建、发送和跟踪报价
- ✅ 项目管理
- ✅ Zoho 生态系统
- ✅ 手工日记本
- ✅ Zoho Analytics
下一步： Pick one feature and try it today.
大多数人都是从会计自动化开始的。
It takes less than five minutes to save your first workflow rule.
常见问题解答
Zoho Books 容易使用吗？
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.
新手如何使用 Zoho？
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有哪些缺点？
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的主要用途是什么？
It handles the full accounting cycle online: invoices, expenses, bank reconciliation, sales tax, inventory, and financial reports, all from one connected account.
Zoho Books 比 QuickBooks 好吗？
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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