Zoho Books From quote to payment – with no media break.
Zoho Books unites invoicing, banking and VAT in one piece of software. As an authorised Zoho partner we set it up GoBD-compliant and with DATEV export for your accounting.
- Quote, invoice and payment in one flow
- Bank reconciliation and VAT right in the system
- DATEV export for your tax advisor
Accounting that keeps pace with your business.
One continuous flow from quote to incoming payment – cleanly documented and auditable.
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Quotes & invoices
From quote to invoice in a click – with recurring invoices and automatic payment reminders.
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Banking & reconciliation
Bank accounts connected, transactions reconciled automatically – you see your cash flow in real time.
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VAT & compliance
VAT rates, reports and GoBD-compliant, audit-proof record-keeping are built in.
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DATEV export
Export receipts and entries cleanly for your tax advisor – no manual re-keying.
Zoho Books, set up cleanly for German accounting.
As an authorised Zoho partner we tailor Books to your tax rates, document rules and DATEV interface – together with your finance team and tax advisor.
- 01 Analysis & chart of accounts We map your document flows, tax rates and the right chart of accounts.
- 02 Setup & templates Invoice templates, VAT, workflows and DATEV export configured to fit.
- 03 Banking & migration Bank accounts connected, master data and open items migrated cleanly.
- 04 Training & go-live Team and tax advisor onboarded – so the process runs from day one.
Zoho Books works with your whole stack.
Seamlessly connected to the rest of Zoho – and via Zoho Flow to hundreds of other tools.
Zoho CRM
Zoho Inventory
Zoho Sign
Zoho Analytics
Zoho Projects
Zoho Flow
Zoho People
Zoho OneArtificial intelligence for your finances.
Zia is included in Zoho Books – we set it up to take routine off your accounting team.
- Liquidity in viewZia forecasts income and expenses so you spot bottlenecks before they happen.
- Catch outliers earlyZia flags unusual entries and deviations before they surface in the closing.
- Answers on demandQuestions about revenue, open items or spending are answered by Zia directly – no report to build.
Liquidity in view
What you'll want to know before the call.
Is Zoho Books GoBD-compliant and suited to Germany?
Yes. We configure audit-proof record-keeping, German VAT rates and DATEV export to match your requirements.
Can we hand over to DATEV or our tax advisor?
Yes. We set up the DATEV export so receipts and entries reach your tax advisor without manual re-keying.
Can Zoho Books connect to our CRM?
Yes. A won deal in CRM becomes a quote and invoice in Books automatically – no double entry.
Do you migrate our existing data and open items?
Yes. We migrate master data, accounts and open items checked and without duplicates.
Zoho Books done right – in weeks, not months.
In a free discovery call we look at your accounting and show how Zoho Books maps the path from quote to payment. No obligation.