Core services
Zoho Books setup
Your account configured from scratch so you start organized, no headaches.
- Zoho Books account creation
- Chart of accounts configuration
- Industry-specific expense categories
- Connection with US banks (BOFA, Chase, etc.)
Zoho Books is the professional platform where we run all the accounting. But for it to work well, it needs to be configured correctly: chart of accounts suited to your business, connection with your banks, expense categories created, customers and vendors loaded, correct tax settings. Without proper setup, you use 10% of the potential. With proper setup, you save time every month.
Who it's for
Anyone not using a system yet
Time to leave the spreadsheet. We guide you from paper to digital without trauma.
Migrations from QuickBooks/Xero/spreadsheet
We bring your history, configure it right, and you forget the old tool.
Anyone using Zoho Books wrong
Messy categories, generic chart of accounts, broken integrations. We fix it.
What's included
- Zoho Books account creation
- Chart of accounts configuration
- Industry-specific expense categories
- Connection with US banks (BOFA, Chase, etc.)
- Initial customer and vendor setup
- Tax configurations (sales tax, etc.)
How it works
- 01
We talk about your business
Industry, size, complexity — to choose the right Zoho plan and setup model.
- 02
We create your Zoho Books account
Plan suited to your case, with the functionality level you need.
- 03
We configure the chart of accounts
Industry-specific categories — contractor, restaurant, e-commerce, each with its standard.
- 04
We connect your banks
Daily automatic sync with major US banks.
- 05
We train you on what you need
You know how to use it when you want to — no dependency on us.
Available in
Which plan includes this service
Common questions about this service
How long does setup take?
Typically 3 to 7 business days depending on complexity and the state of your current data.
Do I need to pay the Zoho license separately?
No. It's included in your Lynx plan — Standard, Professional, or Premium based on the plan you contracted.
Ready to outsource this?
Send a WhatsApp message and we'll start the setup this week.