Zoho One
All Zoho apps under one subscription, with one admin console for users and permissions.
See Zoho OneZoho
Zoho Books implementation: online accounting inside Zoho
Operion is a Zoho partner and sets up Zoho Books for SMEs that want to keep their accounts inside Zoho. We say upfront that Zoho Books has no Dutch edition, and when another package fits better.
What it does
What Zoho Books does
Zoho Books is an online accounting package. You create sales invoices, process purchase invoices, import or connect bank transactions and keep track of balances and reports.
Its strength is how it works with the other Zoho apps: a won deal in Zoho CRM becomes an invoice, and hours from Zoho Projects can be invoiced.
Who it is for
Who Zoho Books suits
It suits SME service providers that already work with Zoho and want invoicing and accounts in the same environment, with straightforward accounting requirements.
Zoho Books does not come in a Dutch edition. In the intake, check whether VAT returns, the chart of accounts and the bank connections work the way your administration needs them, and involve your accountant.
Set-up
Choices in the set-up
These are the choices we make with you during the intake:
Chart of accounts and VAT settings
Which chart of accounts you use, how VAT codes are set up and whether that matches what your accountant needs.
Bank connections
Whether a connection is available for your bank, and if not, how you import bank transactions.
Invoices and templates
Invoice layout, numbering, payment terms and reminders.
Opening balance and takeover
How you take over open items and balances from your current administration.
Permissions and approval
Who may create invoices, who approves purchase invoices and what your accountant may see.
Connections
Connections that matter
The most requested connection is the one with Zoho CRM, so customer data and closed deals are not re-keyed. With Zoho Projects, logged hours can end up on an invoice.
If you hold stock, Zoho Inventory is the logical addition. If you have other systems, such as a webshop or a warehouse, we look in the intake at which connection is needed.
More about connections with your ERP, WMS and webshop is on integration.
With other apps
Works with the other Zoho apps
Zoho CRM
CRM for pipeline, quotes and customer contact.
See Zoho CRMZoho Inventory
Stock and orders for smaller trading companies.
See Zoho InventoryZoho Projects
Projects with tasks, planning and time tracking.
See Zoho ProjectsGood to know
When Uniconta fits better
If you have a Dutch administration with VAT returns, bank connections and an accountant who works in a Dutch package, Uniconta usually fits better. Uniconta is an ERP that we also implement, with standard connections for bank and the Dutch tax authority, among others.
Zoho then remains very usable for sales and collaboration, connected to the ERP.
Licences
Licences and pricing
The licences and current prices of Zoho Books are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
Is there a Dutch version of Zoho Books?
No. Zoho Books has no Dutch edition. Whether it still fits, we decide in the intake based on your VAT, your chart of accounts and your banks.
Can Zoho Books work with Zoho CRM?
Yes. Customers and deals from Zoho CRM can be used for invoicing in Zoho Books, so you do not enter them again.
When should I choose Uniconta instead of Zoho Books?
When your accounting has Dutch requirements for VAT, bank and reporting, or when you need an ERP with stock and purchasing. In the intake we compare the options.
Is Zoho Books part of Zoho One?
Yes, Zoho Books is one of the apps in Zoho One. You can also take it on its own.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
Wondering whether Zoho Books fits your accounts?
Tell us how your administration runs today. We will tell you whether Zoho Books fits or an ERP is the better choice.