Effortlessly record the products and services you provide and swiftly incorporate them into your transactions.
Key Inventory Management Features:
- Monitor your inventory levels in real-time.
- Establish reorder points to restock when supplies run low.
- Organize your inventory with crucial details such as SKU, cost, and current stock availability.
Configure your bank account and effortlessly import your transactions into your accounting software.Key Banking Integration Features:
- Effortlessly import your bank statements into Zoho Books, eliminating manual data entry.
- Establish rules for categorizing your banking transactions efficiently.
- Quickly reconcile transactions, ensuring you’re prepared for tax season with ease.
Efficiently monitor project hours and seamlessly bill your clients for your services.
Key Project Time Tracking and Invoicing Features:
- Streamline the management of multiple projects with ease.
- Generate invoices directly from project data.
- Keep tabs on unbilled hours and expenses for accurate billing.
Centralize your contact information for convenient communication.
Key Contact Management Features:
- Effortlessly create, edit, and organize customer and supplier contacts directly within Zoho Books.
- Foster collaboration with your clients through the Customer Portal.
- Safely store customer payment details for automated recurring transactions.