Organisation set-up
Branches, GSTINs, financial year.
All software & automation services
Software & Automation
Zoho Books Implementation
FinAura sets up Zoho Books the way your books need to work: organisation and branches, a chart of accounts built for your reports, GST, TDS and e-invoicing configured, bank feeds connected, invoice and bill templates, users and roles, opening balances loaded and checked, and your team trained. We are implementation specialists, not an official Zoho partner or reseller.
- Implementation specialists, not resellers
- Accountants who use the software daily
- Bangalore and across India
What is covered
What Zoho Books Implementation Covers
Everything between buying the licence and using it well.
Chart of accounts
Built for the reports you need.
GST, TDS, e-invoicing
Configured and tested.
Bank feeds
Connected and rules set.
Opening balances
Loaded and reconciled.
Users and training
Roles, approvals, walkthroughs.
How the month runs
How It Works
Design, configure, load, go live.
Step 1
Design
- Reports needed
- Chart of accounts
- Workflows
Step 2
Configure
- Taxes
- Templates
- Bank feeds
Step 3
Load
- Masters
- Opening balances
- Reconciled
Step 4
Go live
- Training
- First month together
- Support
Your part
What We Need From You
- 01Your Zoho Books subscription (bought directly)
- 02Current books or trial balance
- 03GST and TDS details
- 04The reports management wants
Our part
What You Get
- Zoho Books set up for your business
- Taxes configured and tested
- Opening balances that tie out
- A team that can use it
A common question
Are you a Zoho Books implementation partner?
No. FinAura is an independent firm of accountants and implementation specialists. We do not resell licences or earn commission; you buy Zoho Books directly.
What we bring is the accounting: we keep books in Zoho Books every day, so we set it up the way GST, TDS, reporting and audit actually need it to work.
See Tally to Zoho Books migrationLiveTeam trained
Set-upTaxes, banks, templates
DesignAccounts and workflows
Who it is for
Who It Is For
New businesses
Starting on Zoho Books.
Companies moving from Tally
Or spreadsheets.
Zoho users with messy set-ups
Re-implementation.
Businesses adding e-invoicing
Configured properly.
The rules, in plain English
What the Law Says
Companies (Accounts) Rules, 2014
Rule 3
Accounting software used by companies must keep an audit trail of every change that cannot be switched off, and books kept electronically must have a daily back-up on servers in India.
Official source: mca.gov.inCGST Rules, 2017
Rule 48(4)
Notified businesses register their invoices on the invoice registration portal, which issues an IRN and QR code; billing software can do this directly.
Official source: cbic-gst.gov.inThis is general information, not advice for your situation; we confirm what applies to you before any work starts.
Questions we get asked
Zoho Books Implementation: Questions, Answered
Do you sell Zoho Books licences?
No. You buy the subscription directly from Zoho; we implement it. We are not an official Zoho partner.
Can Zoho Books generate e-invoices?
Yes. It connects to the invoice registration portal to generate IRNs and QR codes, which we configure and test.
Does Zoho Books keep an audit trail?
Yes. Companies must use software with an audit trail that cannot be disabled; we confirm the settings during set-up.
Will you keep our books after implementation?
If you want. Many clients use our accounting service; others run it themselves with our support.
Often Taken Together
All 13 Software & Automation services01Software & AutomationChart of Accounts DesignAn account structure that produces the reports management wants without manual regrouping.02Software & AutomationTally to Zoho Books MigrationOpening balances, masters and open transactions moved across and reconciled, with a clean cut-over date. The reverse direction too.03Software & AutomationSupport and TrainingHands-on training for your team and support after go-live, so the system keeps being used properly.04Accounting & FinanceAccounting & BookkeepingClean, current books every month, reviewed by a Chartered Accountant.05Accounting & FinanceManagement Reporting & BudgetingMonthly MIS, budgets, forecasts and dashboards built from reconciled books.