Zoho Books

Zoho Books is a versatile online accounting program for Windows aimed at different types of businesses. It empowers you to document all sales and purchase transactions, establish payment reminders for timely collections, and track both income and expenses.

Comprehensive dashboard

You can gain quick insights into your business finances through the user-friendly dashboard. Thanks to graphical charts, it facilitates a clear understanding of the cash flow within your organization. It is also possible to review other key metrics.

The application enables you to add and oversee all your customers and vendors. There is support for consolidating receivables and payables, as well as tracking all transactions in a centralized location. You have the option to include details of the goods and services you buy and sell.

Invoices, refunds, and more

What is more, you can craft branded invoices that align with your identity. You may select from various templates and dispatch professional documents. The Client Portal facilitates the generation of estimates, which customers can accept or negotiate.

In case you need to refund the client, you can create a credit note to document the amount. This item can be applied to the next invoice. The integration with Cortana helps you simplify financial management via voice commands.