Zoho Books ~

Record Your Transactions Automatically With The Best Online Bookkeeping Software

Zoho Books is a cloud accounting software for businesses that makes it simple for businesses to issue invoices, record Payables, reconcile bank transactions, manage costs, track inventory, manage ledgers, and all accounting and VAT reports. The Zoho books Application is Approved by FTA.

Contact Us- PRISM CRM Solutions

Zoho Book Features

All Accounting & VAT Reports

Products and Services


Sales Orders

Invoices and Receipts

Purchase Orders

Purchase Bills and Payments



Chart of Accounts

Manual Journals

Transaction Locking

Customer reminders

Mobile App


Online Payments

Customer and Vendor Management

Timesheets and Project wise Transactions

~ Zoho Books ~

An Online Accounting Software Designed Specifically for Your Company

In just a few minutes, you can install Zoho Books to track the books of accounts. We provide you with the necessary support for the whole set-up process. Prism CRM Solutions and will guide you every step of the way.

Expense Management

Manage your expenses more effectively by itemizing or grouping them into a single expense type. As an administrator, you may customize the expense transactions and also can set restrictions on accounting entries. Without the hassle of spreadsheets or storage boxes and files of receipts, you’ll know exactly how much you’re spending and how lucrative you are.

zoho books expense management
Zoho Books Reports


Multiple reports are available for Organizational, accounting, and tax purposes. These reports offer a wealth of data about your company’s sales figures, purchases, Expenses, Profit and Loss, Balance sheet, and activity logs. Defining PDF layouts, scheduling reports to auto-send at certain intervals, customizing role-based access to reports, and exchanging reports with other users are all possible in Zoho Books.

Online Payments

Zoho Books is compatible with a variety of payment gateways, making it simple to accept online payments from your clients. It has a number of payment gateway connectors.

PayPal, Paytabs, WorldPay, Stripes, Braintree, Authorize.Net, and Forte are just a handful of the gateways available.

FAQs ~

Zoho Books Frequently Asked Questions

Yes you can link your Zoho CRM account to just one Zoho Books Organization.
You must contact sales@prismcrmsolutions.com if you want to integrate with several Zoho Books Organizations.

Without a doubt. You may try Zoho Books for 14 days for free and see all of its features. Another advantage of using Zoho Books is that you can extend the trial period for an additional two weeks and then upgrade to the paid version once you’re entirely happy.

Yes. There are several invoice templates available, and you can use any of them to create your invoice.
To see your current invoice templates follow the procedure mentioned below.

  • Go to settings
  • Proceed to templates.
  • Select + New from the drop-down menu.
  • By selecting Use This on the template, you can choose any template from the collection of invoice templates.
  • Click Use This after selecting the Template Language.
  • Then set any of the invoice templates as default by choosing Set As Default from the Settings drop-down menu on the invoice template.
  • You can add several invoice templates from here.

Payment reminders can help you clear up any invoicing problems or payment concerns, and warn clients of forthcoming actions like late penalties or collections. With an online accounting software like Zoho Books, you can either manually send an email reminder to your clients or set up automatic payment reminders for them to pay for overdue debts.

To add more information to your company’s profile, go to:

  • Go to Organization Profile > Settings.
  • Scroll down and select Add new field.
  • Fill in a field name and a value for it.
  • Save the file.