Zoho Books setup: your business organized from day one
We configure everything: chart of accounts, integrations, taxes, templates. You start right.
Who it's for
Businesses just starting out
If you have a fresh LLC and haven't opened the business bank account yet, this is the perfect moment to start in Zoho Books.
Those migrating from QuickBooks
A bad migration loses data. We migrate without losing history or breaking past reports.
Owners with Zoho Books but not using it
Bought the tool and don't know where to start? We configure and train.
What's included
- Full Zoho Books account configuration
- Industry-tailored Chart of Accounts
- Federal and state tax registration
- Bank and card integrations
- Invoice, quote and contract templates with your brand
- 1-hour training for owner or team
How it works
- 01
Discovery
30-min call to understand industry, volume, employees, applicable taxes, desired integrations.
- 02
Configuration
In 3–5 business days we configure everything. You get a doc of everything that was set up.
- 03
Training and handover
1-hour training for you or your team. Then you decide: continue solo or contract monthly bookkeeping with us.
Common questions about this service
Do I need to already have a Zoho Books account?
No. We create and configure. You just need a business email and basic company info (name, EIN, address).
How much does Zoho Books cost?
Zoho Books bills separately from Lynx Ledgers. The most common plan (Standard) is ~$15/month per user. We evaluate which plan fits your case.
What if I want to stop using Zoho Books later?
Your data is yours. Zoho lets you export fully in CSV/Excel anytime. No lock-in.
Time to start organized?
In a 30-min call we understand your current setup and estimate the work.