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Customize
Zoho Books for your business

Customize your accounting software. Extend your brand, improve efficiency, and personalize experiences with Zoho Books. Make Zoho Books truly yours with these advanced customization ideas.

Documents

Send customized transaction documents

Customize transaction document

Send professional branded invoices, quotes, sales orders to your customers. Customize the layout, background, font, and item table. Also, add brand logo, image, QR code, or signature

Customize transaction document

Choose your theme

Pick just the right accent color that suits your brand and apply it to your Zoho Books organization and the customer and vendor portals.

Email template customization

Create custom module-based email templates for any notifications you’ve set up to be triggered based on actions like payments, refunds, or other custom business workflows.

Email template customization

Portal Customization

Customize portal links

Display and share professional/branded links with custom domain for your users and contacts to access the Zoho Books organization and the customer and vendor portals.

Engage with customers

Provide updates on events, offers, and news related to your brand, products, or services with a custom tab in the customer portal.

Engage with customers

Capture data accurately

Custom fields

Capture unique and relevant information particular to your business. Add custom fields that include text box, checkbox, dropdown, multi-select, date, time, phone number, and URL. Also, mark any custom field as mandatory.

Prevent duplicate data

From reference numbers to phone numbers and other information, ensure you collect unique details in your custom fields.

Prevent duplicate data

Automate data entry

Automate your custom field data entry by inheriting any relevant existing information. This could include details like customer information (beyond standard invoice data), or notes from a previous document, such as quotes or sales orders.

Automate data entry

Apply formula

You may also derive value from calculations or manipulations of other field values within the same record or related records, using the formula custom field.

Custom data validation

Minimize inaccurate data entry by creating validation rules for any field. Apply simple logic to ensure your staff always gets the information right. Further, establish clear input formats in your custom fields too.

Custom data validation

Prevent duplicate data

Automate data entry

Custom data validation

HANDLING DATA

See the data that matters

Creat Custom views

Create custom views to filter records based on set criteria in a module to required details just how you want it. Share these custom views with select users too.

Contextual information with related lists

Access relevant information where it matters. From getting customer data related to items to listing quotes raised by specific users, get data from other Zoho Books modules or external sources.

Divisional reports with reporting tags

Create custom reporting tags and associate them to contacts, items, and transaction records to generate custom divisional reports.

Customize your reports for tailored insights

Apply filters in addition to reporting tags, cluster line items by categories, and benchmark results across different periods by using comprehensive report customization tools.

Extend Zoho Books to suit your needs

Actions

Custom buttons and links

Add custom buttons to execute a specific function like sending bulk email reminders or recording a sales commission in a click. You may also use custom links with placeholders to access specific information from external apps.

Module

Custom modules

Create business specific custom modules to capture, track, and manage information unique to your business operations.

Webtabs

Embed tools

Access external tools or websites you and you team often access directly into Zoho Books using web tabs. No tab switching. No disruptions. Everything you need is in your fingertips.

CUSTOMIZATION

More ways to customize

Custom workflows and automation

Create custom workflow to automate your unique day-to-day activities or business specific actions, from sending mails and getting notified to running a custom function or updating stored information using powerful automation features.

Connect apps

Integrate your favorite apps with Zoho Books accounting platform. Save time with a seamless flow of information and instruction to ditch the double work.

What's next

CONTACT US

Here's what our customers are saying about us

I switched from QuickBooks to Zoho Books because it's incredibly user-friendly. Zoho Books has simplified our financial processes, especially with features like inventory management integrated with CRM. The platform is well-crafted and efficient, perfect for our small company. Plus, their customer service is fantastic. I trust Zoho Books.

Mathew O'Brien

ECM MEDIA LLC
Creating quotes, acquiring signatures, processing payments, and reporting revenue and taxes has gone from slow and arduous tasks to effortless tasks! Zoho Books does everything its counterparts do but is more customizable. Their customer service team goes above and beyond and is almost always available, all at a fraction of the cost compared to its competitors.

Justin Kase Conder

JKase Inc, USA

Rated by the best

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