Zoho Books – Expert Setup & Support for Your Business
Your trusted Zoho Books specialists in the UK
As one of the first UK partners of Zoho Books, our team has been working with this cloud‑based accounting platform from the very beginning.
We use the system daily for our own firm and for clients across a wide range of industries, from start-ups to audited companies with £15 million turnover so we know how to configure it for maximum efficiency and compliance.
Whether you’re switching from spreadsheets or migrating from another package, we’ll ensure your transition is smooth and that your accounts stay fully HMRC‑compliant.
Why Choose Zoho Books?
MTD‑ready and HMRC compliant
Zoho Books is recognised by HMRC for Making Tax Digital (MTD). It lets you maintain digital records and submit VAT returns directly to HMRC.
From within the software you can file VAT returns based on your sales and purchase transactions and know exactly how much VAT you owe or can reclaim. It also supports quarterly Income Tax updates and CIS returns.
Direct connection with HMRC
Once your account is authorised, Zoho Books keeps you connected to HMRC so you can view your VAT obligations, generate returns automatically and submit them online. The system even fetches VAT payments from HMRC so you can match them against your returns.
The software supports multiple UK VAT schemes. You can choose the Flat Rate Scheme or Cash Accounting Scheme, generate VAT MOSS/IOSS reports for digital services sold across borders, and authorise agents to file returns on your behalfzoho.com.
Comprehensive accounting features
Zoho Books covers every aspect of your accounts:
- Receivables & quoting – Create professional quotes and invoices quickly; automate recurring invoices and offer multi‑currency and multilingual billing.
- Sales & payments – Convert quotes to sales orders and invoices, accept online payments and send automated payment reminders.
- Payables & expenses – Manage vendor bills, streamline purchase orders, auto‑scan expense receipts and store documents centrally.
- Tax compliance – File VAT returns to HMRC, create VAT‑compliant transactions and calculate CIS deductions.
- Bank feeds & reconciliation – Connect bank feeds, auto‑categorise transactions and reconcile accounts quickly.
- Inventory & stock control – Track items, set price lists, receive low‑stock alerts, adjust stock levels and synchronise with ecommerce platforms.
- Project accounting – Budget, track time, invoice projects and monitor profitability.
- Reporting & analytics – Access 70+ built‑in reports, customise them with tags and filters, share them securely and integrate with Zoho Analytics for advanced dashboards.
- Collaboration – Provide customers and vendors with self‑service portals, invite your accountant to manage your books and coordinate tasks with your team.
- Automation & customization – Automate recurring transactions, trigger workflows and tailor the system with custom fields, templates and reports.
- Seamless integrations – Connect Zoho Books with payment gateways, third‑party apps (including Stripe, PayPal, Dext and Avalara) and other Zoho apps such as Zoho CRM and Zoho Analytics.
- Access anywhere – Use Zoho Books on desktop, mobile, tablet or even smartwatch via native apps, so you can manage your finances on the move.
Our Zoho Books Services
As certified Zoho Books partners and power‑users, we provide everything you need to get the most from the software:
System setup & migration
We configure your chart of accounts, VAT schemes and bank feeds, and migrate data from your existing system. We can set up customer and vendor portals, recurring invoices and custom templates.
All this is done as a tailored service for your business, so it reflects your setup and reporting preferences, not just the standard out of the box settings.
onboarding
We train your team on day‑to‑day tasks such as invoicing, expense capture, bank reconciliation, project tracking and report generation.
We’ll also teach you how to use Zoho Books on mobile devices and manage multi‑currency transactions.
Customization & automation
Compliance management
We ensure your VAT returns and MTD updates are filed correctly and on time.
We’ll monitor HMRC obligations and help you adopt new schemes when rules change.
Ongoing support & advisory
Our team works in Zoho Books every day, so we’re always available to troubleshoot issues, help you interpret reports and integrate with other Zoho apps or third party services.
Frequently Asked Questions
My previous accountant didn’t really know how to use Zoho Books, can you review my setup?
We see this quite often where accountants take on work when they don’t fully understand the system.
Your system setup and bookkeeping practices can be reviewed and corrected where required as part of our power hour service when you initially come to us or more detailed training sessions can be arranged for you and your employees.
I’ve been told that Zoho Books isn’t as good as Xero or Quickbooks?
Will Zoho Books work for my type of business?
Can I connect Zoho Books to other software?
Yes. It integrates with payment gateways (Stripe, PayPal,GoCardless), banking platforms, other Zoho apps such as CRM and Analytics, together with invoice/expense scanning software such as Dext.
There are also mobile apps for iOS, Android and Windows devices so you can work anywhere and track your expenses and mileage on the move.
Ready to Transform Your Accounting with Zoho Books?
As early adopters and leading UK partners of Zoho Books, we understand every feature of this powerful platform. Let us streamline your finances, ensure compliance and unlock time saving automations so you can focus on growing your business.
Contact us today to arrange a free consultation and discover how Zoho Books can revolutionise your accounting.