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A Beginner's Guide to Zoho Books Accounting for Small Business

As a small business owner, keeping track of your finances is crucial for your success. Whether you are just starting out or have been in business for years, bookkeeping software can make a significant difference in your operations. Zoho Books is a cloud-based accounting software designed for small to medium-sized businesses in Canada and the USA. It provides users with a range of features to help them manage their finances and make informed decisions.

Getting Started with Zoho Books

First, you’ll need to sign up for a Zoho Books account. The process is straightforward and requires only a few details, such as your business name, email address, and phone number. Once you’ve created your account, you’ll have access to a dashboard that provides an overview of your financial information.

One of the benefits of Zoho Books is its user-friendly interface. The dashboard provides an at-a-glance view of your business’s financial health. From here, you can see your account balances, expenses, and revenue. You can also view reports that give you more detailed information about your finances, such as profit and loss statements, cash flow statements, and balance sheets.

Tracking Your Expenses and Income

Zoho Books allows you to track your expenses and income easily. You can create invoices and estimates, record expenses, and generate reports to track your cash flow. This feature is particularly useful for small business owners who need to keep track of their finances but don’t have the time or resources to hire a bookkeeper.

With Zoho Books, you can also connect your bank accounts and credit cards, so your transactions are automatically imported into the software. This saves you time and ensures that your financial information is up-to-date. You can then categorize your expenses and income, making it easier to track your cash flow and create reports.

Managing Your Finances

Zoho Books offers a range of tools to help you manage your finances. For example, you can set up recurring invoices for your regular clients, so you don’t have to create a new invoice each time you provide a service. You can also set up automatic payment reminders to ensure that your clients pay their invoices on time.

Zoho Books also offers a time-tracking feature that allows you to track the time you spend on each project or task. This feature is particularly useful for businesses that bill clients based on the time spent on a project. You can also create reports that show you how much time you’ve spent on each project, making it easier to bill clients accurately.

Finally, Zoho Books offers integration with other software applications, such as Shopify, PayPal, and Stripe. This allows you to sync your financial data with other software tools, streamlining your workflow and reducing the risk of errors.


Zoho Books is an excellent option for small business owners looking for an affordable and reliable bookkeeping software. Its user-friendly interface, expense and income tracking, and financial management tools make it easy to manage your finances and make informed decisions. If you’re new to bookkeeping or looking for an alternative to your current software, Zoho Books is definitely worth considering. With its powerful features and affordable pricing, it’s an excellent choice for small business owners in Canada and the USA.