Why Choose Zoho Books?

Automated Invoicing

Send professional invoices and get paid faster

Financial Reporting

Generate detailed financial reports to gain insights

Expense Tracking

Track and categorize expenses with ease

Multi-Currency Support

Manage transactions in multiple currencies effortlessly

Bank Reconciliation

Sync your bank A/C & reconcile transactions automatically

Inventory Management

Track inventory, manage stock levels & automate order

See Zoho Books in Action

GET IN TOUCH WITH OUR EXPERTS NOW

Integration Capabilities

Our Certifications

Zoho Survey

Zoho Expense

Zoho Billing

Zoho Sign

Zoho Social

Zoho Marketing

Zoho Projects

Zoho Books

Zoho Inventory

Zoho CRM

Zoho Campaign

Zoho Sprints

Zoho Bigin

Zoho Vault

Zoho People

Zoho Recruit

Zoho Analytics

Zoho Desk

Zoho Mail

Zoho Assist

Frequently Asked Questions

What is Zoho Books?

Zoho Books is an online accounting software designed for small and medium-sized businesses. It helps you manage your finances, automate workflows, and streamline your business operations.

How does the free trial work?

Zoho Books offers a free trial for 14 days. During this period, you can explore all the features and functionalities of the software. No credit card is required to sign up for the trial.

Can I use Zoho Books on mobile devices?

Yes, Zoho Books has mobile apps available for both iOS and Android devices. You can manage your accounting tasks on the go, including invoicing, expense tracking, and more.

What integrations does Zoho Books support?

Zoho Books integrates with a wide range of apps and services, including G Suite, Microsoft Office 365, PayPal, Stripe, Slack, Shopify, Zapier, Square, WooCommerce, and Mailchimp. These integrations help streamline your workflow and enhance productivity.

Is my data secure with Zoho Books?

Zoho Books takes data security seriously. It uses advanced encryption and security measures to protect your data. The software is compliant with global data protection regulations, ensuring your information is safe and secure.

Can Zoho Books handle multi-currency transactions?

Yes, Zoho Books supports multi-currency transactions, making it easy for businesses to manage finances in different currencies. The software automatically updates exchange rates and helps you track currency gains and losses.

How does Zoho Books help with tax compliance?

Zoho Books includes features to help you stay compliant with tax regulations. It supports tax calculations, tax reporting, and helps you generate tax-compliant invoices and receipts.

Can I customize invoices and other templates in Zoho Books?

Yes, Zoho Books offers customizable templates for invoices, estimates, and other documents. You can add your company logo, choose colors, and personalize the content to match your brand.

What kind of customer support is available for Zoho Books?

Zoho Books offers 24/7 customer support via email, chat, and phone. Additionally, there are comprehensive help documents, video tutorials, and a community forum available for self-service support.

How do I migrate my data to Zoho Books?

Zoho Books provides easy data migration tools and services to help you transfer your data from other accounting software. The support team can also assist with the migration process to ensure a smooth transition.

Success Stories

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

GET IN TOUCH WITH OUR EXPERTS NOW

Simplify Your Accounting
with Zoho Books

Effortlessly manage your finances, invoicing, and expenses with our comprehensive accounting software.

GET IN TOUCH WITH OUR EXPERTS NOW

Why Choose Zoho Books?

Automated Invoicing

Send professional invoices and get paid faster

Expense Tracking

Track and categorize expenses with ease

Bank Reconciliation

Sync your bank A/C & reconcile transactions automatically

Financial Reporting

Generate detailed financial reports to gain insights

Multi-Currency Support

Manage transactions in multiple currencies effortlessly

Inventory Management

Track inventory, manage stock levels & automate order

See Zoho Books in Action

GET IN TOUCH WITH OUR EXPERTS NOW

Integration Capabilities

G Suite

Seamlessly integrate your email, calendar, and documents with Zoho Books to simplify collaboration and enhance productivity.

PayPal

Accept payments securely and manage PayPal transactions directly in Zoho Books for faster reconciliations.

Stripe

Enable secure online payment processing through Stripe, making it easier for customers to pay invoices instantly.

Slack

Improve team collaboration by receiving real-time Zoho Books updates and notifications directly within Slack.

Shopify

Streamline your e-commerce operations by syncing Shopify sales and inventory data with Zoho Books automatically.

Zapier

Connect Zoho Books with thousands of apps via Zapier to automate workflows and reduce manual data entry.

Square

Integrate Square for point-of-sale transactions and sync payment details directly into Zoho Books effortlessly.

WooCommerce

Manage your online store seamlessly by syncing WooCommerce orders, inventory, and customer data with Zoho Books.

Mailchimp

Boost marketing by syncing customer data between Zoho Books and Mailchimp to drive targeted email campaigns.

A Team of Certified Experts.

Survey

CRM

Books

Campaigns

Expense

Billing

Projects

Inventory

Sign

Marketing Automation

Mail

Social

Vault

People

Desk

Analytics

Recruit

Bigin

Sprints

Assist

Frequently Asked Questions

Zoho Books is an online accounting software designed to help small and medium-sized businesses manage finances, automate workflows, and stay tax compliant effortlessly.

You can sign up for a 14-day free trial with access to all premium features. No credit card is required during the trial period.

Yes, Zoho Books offers mobile apps for both iOS and Android, allowing you to send invoices, track expenses, and manage accounts on the go.

Zoho Books integrates with payment gateways like PayPal and Stripe, e-commerce platforms like Shopify and WooCommerce, and other Zoho apps to streamline operations.

Yes, Zoho Books uses bank-grade encryption (AES-256) and complies with GDPR and other global data protection standards to ensure your financial data is safe.

Absolutely! Zoho Books supports multiple currencies, exchange rate adjustments, and global tax compliance features for international businesses.

Zoho Books automates tax calculations, generates tax reports, and helps with VAT, GST, and other regional compliance requirements.

Yes, Zoho Books lets you fully customize invoices, quotes, and other templates to reflect your brand’s identity and professionalism.

Zoho Books provides email, live chat, and phone support, along with a comprehensive knowledge base and community forums.

You can easily migrate from other accounting software by importing customers, invoices, and financial data into Zoho Books using built-in tools.

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!