Accurate accounts. Clean books. Clear visibility.
At SAZ Tech, we ensure your financial setup is not only compliant but built to scale. From invoicing workflows to tax rules, we tailor Zoho Books to fit your business model—not the other way around.
Whether you're transitioning from spreadsheets or migrating from another system, we deliver a complete, audit-ready Zoho Books setup within 10–11 business days.
What Will Be Set Up
Your Zoho Books account will be configured and fully operational with the following components:
Organization Profile
Business profile configuration (name, logo, currency, fiscal year)
Regional tax settings including GST, VAT, or other applicable tax preferences
Chart of Accounts
Import and setup of standard chart of accounts (up to 50 accounts)
Customization of account types if needed
Customer & Vendor Management
- Import of up to 500 customers and vendor records
- Custom fields for contacts and company types
Product & Inventory Setup
- Creation and setup of up to 200 product or service items
- Basic stock tracking configuration
Invoicing & Estimates
Design of up to 3 branded templates for invoices and estimates
Setup of up to 5 recurring invoice profiles
Configuration of custom payment terms and automated reminders
Banking Setup
Bank account configuration (up to 3 accounts)
Manual import for bank statements (auto-reconciliation setup if supported)
Automation & Workflow Setup
Up to 3 custom workflows (e.g., invoice approval, payment reminders)
Email templates for invoices, payment received, overdue alerts
Reports & Dashboards
- Setup of key reports (P&L, Balance Sheet, Tax Summary)
You Can Also Expect
- Two live admin training sessions (1 hour each)
- SOP/User Guide in PDF format for your internal team
- User Acceptance Testing (UAT) support for revisions and feedback
- Up to 3 days of post-go-live support
- Configured Zoho Books Instance
What’s Not Included
Available as Add-Ons
- Payroll integration or setup
- Advanced multi-currency configuration
- Migration of transactional data (beyond opening balances)
- Third-party POS or ERP system integrations
- Custom invoice or template design using HTML/CSS
Timeline
Total Duration: 10-11 Days
Assumptions
Client will provide Zoho Books license and admin access.
Tax details, templates, and data will be provided in structured format.
One SPOG will be assigned for quick approvals and reviews.
Next Steps
1. Approval of Proposal
2. Kick-off Meeting
3. Project Execution as per Timeline
Why SAZ-Tech
We don’t just configure Zoho Books—we implement financial systems that help businesses stay compliant, efficient, and growth-ready. With over a decade of Zoho implementation expertise, we know exactly how to structure your Books account to match your operations, support your finance team, and automate key accounting workflows.
