To enter an opening balance, go to the ‘Settings’ section and select ‘Opening Balances.’ You can input balances for assets, liabilities, income, and expenses as of a specific date. Alchemist Advanced Technologies can guide you through the setup to ensure all previous transactions are accurately reflected.
This is a very subjective question. As you know, Zoho is a tool which is configured based on the specific requirements. We suggest you to assess your requirements and your team’s knowledge on the platform before you hire a Zoho Partner.
Zoho Books allows you to configure VAT by going to ‘Settings’ > ‘Taxes’ and selecting the applicable VAT rate for your business. You can then apply VAT to invoices and purchases to ensure tax compliance. Alchemist Advanced Technologies can assist in setting up VAT according to your region’s tax requirements.
Zoho Books provides a data import feature to help you transition from QuickBooks. You’ll need to export your data from QuickBooks and then import it into Zoho Books, mapping the fields accurately. Alchemist Advanced Technologies offers complete migration support to ensure a smooth and accurate data transfer.
You can integrate Zoho CRM with Zoho Books through Zoho’s native integration tools. This allows you to sync contacts, view sales transactions, and create invoices directly from Zoho CRM. Alchemist Advanced Technologies can help configure and optimize the integration to streamline your sales and accounting processes.
Yes, Zoho Books offers mobile apps for iOS and Android. Alchemist Advanced Technologies can assist with mobile setup and ensure all data syncs seamlessly across your devices.
