How Do You Set Up Zoho Books for the First Time to Align with Your Business Needs?
Zoho Books setup includes configuring your organization details, taxes, preferences, and connecting your bank to begin managing financial operations smoothly.
Enter Organization Info:
Go to Settings → Organization Profile.
Add business name, address, logo, and industry type.
Set Up Financial Year & Currency:
In Settings → Preferences → General, define your financial year start and base currency.
Add Taxes:
Settings → Taxes → Enable your region’s tax system (e.g., GST in India, VAT in UK).
Add tax rates and associate them with goods/services.
Configure Chart of Accounts:
Customize or import your chart of accounts from another system or use the Zoho default.
Invite Users:
Go to Settings → Users & Roles → Invite team members (e.g., Accountant, Sales Manager).
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