Srisattva Group

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Zoho Books

Zoho Books is cloud-based smart accounting software which takes care of all your accounting needs. To fully understand how Zoho Books works, go through modules below in the given order.

Accessing Zoho Books

To access Zoho Books, you’ll have to sign up for the free 14-day trial period during which you can test the product for free. The free trial version of Zoho Books contains all the features in the Premium plan of Zoho Books. If you are already a registered user, then you can directly log in to Zoho Books.


After your free trial expires, you can subscribe to any one of the paid plans to continue using Zoho Books.

Migrating from another software

If you are migrating from another software to Zoho Books, you would need to import various modules such as the opening balances, items, customers, vendors, and sales and purchase transactions.


The Dashboard will give you a clear picture of your company’s finances. It gives you an overview of the Total Receivables, Total Payables, Cash Flow, Income & Expense, Top Expenses, Projects, and Bank & Credit Cards.

Opening Balances

Before you start accounting with Zoho Books, you would need to import the closing balances of your previous financial year as the opening balances for the current year.

Customize your Zoho Books account

Set up Zoho Books as per your business needs. Learn how to update your email address and password, change the theme of your organization, change the default organization, and various other functions in Zoho Books.


Items are the goods or services in your organization. Add or import items and price lists into Zoho Books.

Customers & Vendors

Add your customers & vendors in Zoho Books to create various sales and purchase transactions for them.


Zoho Books is a GST-compliant software. We have tailor-made it to suit all your accounting needs for GST. Apply GST on your transactions and also file your GSTR from Zoho Books.

Start Invoicing

Create and send invoices to your customers. Receive payments for all the invoices online or manually mark them as paid. You can track all the payments received in different accounts and also record partial payments for invoices.

Any questions?

Our experts are ready to help.

Reach out to 98405 11263 / 99621 30263 for installing this feature to boost your sales.