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Zoho Books implementation services

Implement Zoho Books around how your business invoices and accounts.

Configure Zoho Books around approved accounting, invoicing and connected operational requirements.

Book a consultation Where to begin
✦ Zoho Premium Partner900+ implementations50+ Zoho experts10+ years of experience
What we define5 stages
  1. ✓
    Organisation and tax settingsCompany details, taxes, chart of accounts.
  2. ✓
    Customer, vendor and item planningHow contacts and items are structured.
  3. ✓
    Transaction workflowsQuotes, invoices, bills and payments.
  4. ✓
    Opening data and user trainingOpening balances and cut-over.
  5. 5
    Go liveTrained and supported
    Final stage
✓
UAT confirmationBefore handover

Where to begin

Settle your accounting setup before the first invoice.

Aurnex agrees organisation and tax settings, the chart of accounts, opening balances and cut-over date with your accountant or finance lead, then configures Zoho Books around your approved invoicing workflow.

How it runs

Clear ownership at every step.

What Aurnex does, what we need from your team, and when.

Stage
Aurnex
Your team
01

Discovery with finance

Including your accountant.

Aurnex
Agrees tax settings, chart of accounts, opening balances and cut-over date.
Your team
Involves your accountant or finance lead.
02

Configuration

Contacts, items and transactions.

Aurnex
Configures customers, vendors, items and transaction workflows.
Your team
Answers questions and approves key decisions.
03

Testing & UAT Key step

With real transactions.

Aurnex
Guides your finance team through testing quotes, invoices and payments.
Your team
Tests with real scenarios and confirms the agreed result.
04

Go live

From the agreed cut-over date.

Aurnex
Loads opening data and trains your finance team.
Your team
Attends training. Paid support is available after handover.

Topics to define

What we define for your Zoho Books setup.

Each topic is agreed before configuration starts.

Organisation and tax settings

Company details, taxes, chart of accounts.

Customer, vendor and item planning

How contacts and items are structured.

Transaction workflows

Quotes, invoices, bills and payments.

Opening data and user training

Opening balances and cut-over.

At handover

What your team walks away with.

A tested setup your team knows how to use.

  • Agreed tax and account settingsReviewed and confirmed with your finance lead
  • Configured transaction workflowsQuotes, invoices, bills and payments
  • Opening balances loadedFrom the agreed cut-over date
  • Training and paid supportFor your finance team

Client stories

See how other teams made the move.

Read documented Aurnex projects across sales, finance, HR and operations.

Solution areas
Invoices · Bills · Payments · Taxes
Explore client stories

Where this fits

Part of a bigger journey.

Not sure what you need yet? Start before. Need more? Add it alongside.

01Start

Zoho Consulting

Discuss processes, application choices and priorities before committing to a configuration.

Zoho Consulting
02NowYou are here

Zoho Books implementation services

Configure, check, test with your team, train and hand over a working system.

FAQ

Common questions.

Something else on your mind? Ask us directly.

Do you work with our accountant?

Yes. Aurnex agrees the chart of accounts, tax settings, opening balances and cut-over date with your accountant or finance lead before transactions start.

Can Zoho Books be connected to our sales or inventory process?

Aurnex reviews where invoices, items and payments originate and confirms the supported connection for your applications and edition during discovery.

When is the implementation scope confirmed?

Aurnex confirms the scope after documenting the workflow, applications, records, integrations, users and delivery responsibilities.

Can existing data be included?

Yes. Aurnex reviews the source system, record types, data quality, relationships, attachments and validation requirements before confirming the migration work.

Does Aurnex provide training and support?

Yes. Training can cover end users and administrators. Paid support options are available after handover, with coverage agreed for each engagement.

Ready when you are

Let's talk about
your business.

Share what your teams manage today and what you want to improve. We'll start with your requirements.

Book a consultation Contact Aurnex
Aurnex team member ready to discuss your Zoho requirements