Zoho Books consulting and implementation.
Aurnex sets up Zoho Books so your accounts are clean from day one. We configure the chart of accounts, tax settings for your edition, invoicing and bills, bank feeds, and the reports your accountant needs.
Zoho Books| Period | Net cash flow | Closing cash |
|---|---|---|
| May | ₹1.2L | ₹15.4L |
| Jun | −₹60K | ₹14.8L |
| Jul | ₹2.1L | ₹16.9L |
| Aug | ₹90K | ₹17.8L |
| Sep | −₹40K | ₹17.4L |
| Oct | ₹1.2L | ₹18.6L |
Closing cash has grown from ₹15.4L to ₹18.6L, but ₹2.1L of receivables are more than 30 days overdue.
Four things we agree before configuring Zoho Books.
Agreeing these with your team first means Zoho Books is set up around your process, not the other way round.
Accounting, invoicing, purchases and finance control
Customers, vendors, items, invoices, bills, payments and journals
Finance teams, business owners and authorised accountants
Banking, inventory, expense, CRM and tax services supported by the edition
- 01DiscoverProcess, users and reports
- 02DocumentRequirements and agreed scope
- 03ConfigureSet-up, migration and testing
- 04AdoptTraining, handover and support
Review current Zoho Books features with Zoho.
Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.
Product information based on official Zoho documentation.Zoho applications often planned with Zoho Books.
Most businesses use Zoho Books as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.
Aurnex credentials for Zoho Books.
Zoho Books Certified Trainer
View all certificationsZoho Books questions for planning the right fit.
Does Zoho Books handle local tax rules?+
Zoho offers country editions and advises checking local compliance on its global page. Aurnex configures the edition for your country and reviews tax settings with your accountant before the first transaction.
Which Zoho apps integrate with Books?+
Zoho lists Zoho Expense, Zoho Billing, Zoho Inventory, Zoho Practice and Zoho Commerce among others. Aurnex recommends connecting only the applications your finance process actually needs.
What should we prepare before setting up Zoho Books?+
Confirm the legal entity, tax registrations, chart of accounts, opening balances, customer and vendor lists, items and bank accounts. Your accountant should approve the cut-over date and opening figures before Aurnex configures transactions.
Can Aurnex migrate our accounts from another system?+
Yes, when agreed. Aurnex reviews what needs to move — masters, open invoices and bills, or full history — and validates balances with your finance team before go-live.
How does a Zoho Books project with Aurnex start?+
Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.