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Zoho Books implementation partner

Zoho Books implementation, done right

GST-ready accounting set up for how your business actually trades — with e-invoicing, e-way bills, TDS, branches, inventory and bank feeds configured properly from day one, and your data migrated from Tally or spreadsheets.

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Why set-up matters

Zoho Books is easy to start — and easy to set up wrong.

Wrong tax settings, a messy chart of accounts or a half-done migration cost far more to fix later. We get the foundation right.

  • Compliance

    GST, e-invoicing thresholds, e-way bills and TDS sections configured for your business.

  • Structure

    Chart of accounts, branches, cost centres and reporting tags designed for the reports you need.

  • Connections

    Bank feeds, payment gateways, Zoho Inventory, Zoho CRM and Zoho Payroll connected end to end.

  • Clean migration

    Opening balances and open items migrated and reconciled before go-live — not after.

What we set up

Everything your finance team needs in Zoho Books.

  • Tax & compliance

    India

    GST invoices, e-invoicing via IRP, e-way bills, TDS and TCS, GST return preparation and reconciliation.

    • GST
    • E-invoice
    • E-way bill
    • TDS & TCS
    • GSTR reconciliation

  • Receivables & payables

    Day-to-day finance

    Quotes, invoices, recurring invoices, payment reminders, vendor bills, approvals and payment runs.

    • Recurring invoices
    • Payment reminders
    • Bill approvals
    • Vendor payments

  • Banking

    Reconciliation

    Bank feeds and statement imports with matching rules so reconciliation takes minutes, not days.

    • Bank feeds
    • Auto-matching rules
    • Payment gateways

  • Branches & currencies

    Growing businesses

    Branch accounting with separate GSTINs, multi-currency for exporters and importers, and consolidated reporting.

    • Branches
    • Multi-GSTIN
    • Multi-currency
    • Export invoices

  • International

    UAE · UK · Canada · Australia

    VAT and e-invoicing for the UAE, VAT with Making Tax Digital for the UK, GST/HST for Canada and GST/BAS for Australia.

    • UAE VAT
    • UK MTD
    • GST/HST
    • Australian GST & BAS
    Zoho Books in the UAE

Our method

How we implement Zoho Books.

  1. Study

    We sit with each department — on-site in Tamil Nadu, online elsewhere — and document how work actually happens today.

  2. Design

    A written solution design and fixed-scope proposal: what Zoho will do, what we will build, and what it will cost.

  3. Build & migrate

    Configuration, customisation, integrations and data migration, reviewed with your team at every milestone.

  4. Train & go live

    Role-based training, a planned cut-over date and hand-holding through the first weeks on the new system.

Works with

Connect it to the rest of Zoho.

Every Workfigure implementation is built to connect — so data entered once flows to sales, production, accounts and reports.

FAQ

Zoho Books: common questions.

Is Zoho Books GST-compliant?

Yes. Zoho Books supports GST invoicing, e-invoicing through the IRP, e-way bills, TDS and GST return preparation for Indian businesses. We set these up correctly for your registrations, branches and tax rules.

Can you move our accounts from Tally to Zoho Books?

Yes. We migrate your chart of accounts, customers, vendors, items, opening balances and open invoices, then reconcile them with your accountant before you go live.

Do you implement Zoho Books for the UAE, UK, Canada and Australia?

Yes. We set up Zoho Books with the local tax rules — VAT and e-invoicing in the UAE, VAT and Making Tax Digital in the UK, GST/HST in Canada and GST/BAS in Australia — delivered remotely by our team.

Can Zoho Books handle multiple branches or companies?

Yes. Zoho Books supports branches and multiple GSTINs, and separate organisations for separate companies. We design the structure so consolidated and branch-wise reports are both available.

Do you train our accounts team?

Every implementation includes hands-on training for your team. For deeper learning, Workfigure Academy runs a Zoho Books certification course.

Near you

Zoho Books support across India and abroad.

Moving to Zoho Books?

Talk to a consultant about your tax set-up, branches and migration — and get a clear plan before you switch.

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