Cloud Accounting

Certified Zoho Books Partner: Setup, Migration & Support

As a Certified Zoho Finance Partner we implement, configure, and fully manage Zoho Books for businesses across India, UAE, and Saudi Arabia. Migration from Tally or Excel — seamless, accurate, and hassle-free.

Buy Zoho Books through our partner desk

Overview

Clarity at every step

We are a Certified Zoho Finance Partner run by accountants, so we configure Zoho Books the way your books need to work, not just the way the software installs. That means the right chart of accounts, GST rates and HSN/SAC codes, e-invoicing and e-way bills, bank feeds, approval workflows and reports. We migrate data from Tally, QuickBooks or spreadsheets with opening balances reconciled, train your team, and can keep managing the books afterwards. We implement Zoho Books for businesses across India, Saudi Arabia and the UAE, configured for each country's tax rules.

What you gain

Certified Zoho Finance Partner
Implementation, configuration, and full management
Seamless migration from Tally or Excel
Live books accessible anywhere

What's included

From first setup to everyday use

Implementation

Organisation setup, chart of accounts and opening dates
GST, VAT or Corporate Tax settings for each country
HSN/SAC codes, invoice templates and numbering
Users, roles and approval rules

Migration

From Tally, QuickBooks or Excel
Customers, suppliers, items and ledgers cleaned and imported
Open invoices, bills and opening balances brought across
Trial balance reconciled with your old system before go-live

Automation and integrations

Bank feeds and automatic bank rules
Payment gateway links on invoices
Recurring invoices and automatic payment reminders
Connections with Zoho Inventory, CRM, Payroll and Expense

Compliance setup

E-invoicing and e-way bills for India
ZATCA e-invoicing for Saudi Arabia
UAE VAT returns and Corporate Tax reporting
TDS setup and GST return data straight from Zoho Books

Who this is for

Businesses on Tally that want to see their books from anywhere
Teams that have outgrown spreadsheets
Groups with companies in India, Saudi Arabia and the UAE
Businesses that need approval workflows before bills are paid
Businesses that have to start e-invoicing

Moving from Tally

How a Tally to Zoho Books migration works

Step	What happens
1. Review	We look at your Tally data and agree a cut-over date, usually the start of a month or quarter
2. Clean	Duplicate and unused ledgers, customers and items are cleaned up before they move
3. Configure	Zoho Books is set up for your tax registrations, branches and approvals
4. Import	Masters, opening balances and open invoices and bills are brought across
5. Reconcile	The Zoho Books trial balance is matched with Tally, line by line
6. Go live	Your team is trained, and we support the first month-end close on Zoho Books

Our process

A practical path forward

Design

Map your workflows, approvals, and reporting needs.

Configure

Set up Zoho Books and migrate validated data from Tally or Excel.

Manage

Ongoing accounting, reconciliation, and optimisation on Zoho Books.

Common questions

Good to know

Yes. We plan the migration, clean and validate data, and reconcile opening balances before launch.

India, UAE, and Saudi Arabia — with configuration aligned to each country's tax requirements.

Yes. We bring across opening balances and open items, and your Tally company stays available for looking up older transactions. We agree how much history to migrate before we start.

We train the people who will use Zoho Books on the tasks they do every day, such as raising invoices, recording bills and approving payments, and support the first month-end close after go-live.

Yes. Zoho Books supports ZATCA e-invoicing, and we configure it for your business, including Phase 2 integration when your wave is announced.

More answers on GST, income tax, payroll and audit in our FAQs →

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