What steps should a service provider follow to set up a new client in Zoho Books?
Setting up a new organization in Zoho Books involves these structured steps:
Create the Organization:
Choose base country, currency, and tax regime.
Define Chart of Accounts:
Customize per industry or import from client’s legacy system.
Configure Taxes:
Add GST, VAT, or custom tax slabs as per compliance needs.
User Role Setup:
Assign finance, sales, and view-only roles to client-side users.
Data Migration:
Import opening balances, customer/vendor data, unpaid invoices, and bank feeds.
Automation Rules:
Enable reminders, recurring profiles, and approval flows.
Branding & Templates:
Design invoice and estimate templates matching client’s branding.
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