System & Browser requirement for Zoho Books
To use Zoho Books you only need a Web browser. So, let’s get started!
Being a cloud-based accounting solution, you can easily access it using any popular web browser. Currently Zoho Books has been tested to work brilliantly on the following browsers.
You may click on the respective links to download/update your browser.
For Mobile users with IOS, Android & Windows phone, know more about our Zoho Books apps
Zoho Books Login
If you are a new user, you need to sign-up first for your 14-day free trial. The log in & sign up buttons are provided on the Zoho Books home page.
Follow the below steps to quickly fill in the requisites.
Click on the Sign Up or TRY IT FREE FOR 14 DAYS button provided on the Zoho Books home page.
Fill in your information as requested.
Company: Enter the name of your company.
Your Name: Enter your name.
Email Address: Enter your email address.
Contact Number: Provide your primary contact number.
Password: Set a password.
Country: Select the country in which your organization is located.
Be sure to read the Terms & Conditions and then Signup!
A verification email will be sent to your email address. Click on the link to verify your email address and confirm your registration.
Your account is now activated.
Once you have logged in to Zoho Books, setting up your organization is a breeze. The quick set up program will help you in setting up the 4 major aspects for your business, viz: Organizational Details, Taxes, Features and Online Payments.
Follow the below steps to setup your Organizational Details:
Zoho Books Start Date: This will be the date from which you started using Zoho Books. This will be the start of your accounting period.
Business Type: Select your business type from the drop down, i.e: Sole Proprietorship, LLC, etc.
Industry: Select the Industry to which your organization belongs to.
I do my accounting using: You might be chalking your accounts with a pen and a paper, a spreadsheet expert or be using another accounting software. Let us know by selecting an option from the drop down.
Portal Name: Enter a name which you wish to have as your portal name. A Client portal is an interaction platform to help you in receiving payments from your customers easily. To learn more about Client Portal, Click Here.
Select the Time Zone of your company’s location and fill in your company address.
Click on Save & Continue.
The finances of your business are affected by regulatory taxes and each organization has different country specific taxes to adhere to. You can add your taxes in the Quick Setup by following these simple steps.
- Check the Is your business registered for sales tax? option if you have your business registered for sales tax and would like to enter the details.
In the Taxes screen, provide a valid Tax Name.
Enter the corresponding Rate in %.
Enter the corresponding Tax Authority.
Click on Next.
If you sell your products or services in multiple states in the US or Canada, it can be quite confusing to keep track of all the taxes that are applicable in each state. Zoho Books is integrated with Avalara, which will automatically apply taxes to all sales transactions based on your customer’s location. Learn more about Avalara.
If you already have an Avalara account, click on Connect to and enter your credentials.
- Click on Next.
Apart from the default modules enabled for your organisation, select the optional modules that you would be requiring for your business.
Online Payments: Configure payment gateways integrated with Zoho Books to receive online payments.