Zoho Advanced Partner

Zoho Books, set up properly the first time

We are a Zoho Advanced Partner. We configure Zoho Books around your entity, your tax regime and your reporting, migrate your history across from Tally, Focus, QuickBooks, Xero or NetSuite, and train your team on it.

Zoho Advanced Partner Certified Zoho Books trainer Migration with history intact
see for yourself

Listed on Zoho’s own directories

Accountants Factory LLP listed on Zoho's Find an Accountant directory as a Zoho Advanced Partner
Zoho Advanced Partner. Our entry on Zoho’s Find an Accountant directory.
Accountants Factory LLP listed as a certified Zoho Books trainer on Zoho's certification directory
Certified Zoho Books Trainer. Our entry on Zoho’s Zoho Books certification listing.
what you get

What we deliver

Configured for your country

Chart of accounts, tax codes, currencies, document numbering and approval rules set up for the jurisdiction you file in — not a generic template you have to unpick later.

Migration with history intact

Masters, opening balances and transaction history moved from Tally, Focus, QuickBooks, Xero, NetSuite or spreadsheets, then reconciled line by line against your old system before we call it done.

Training your team will actually use

Delivered by a Zoho-certified Books trainer, in your own workflows rather than a demo company, and recorded so new joiners can catch up.

what we set up

What goes into the build

Chart of accounts and masters

Accounts, customers, vendors, items, price lists and tax rates, structured so your reports come out right from month one.

Documents and templates

Invoices, quotes, credit notes and statements in your branding, with the fields and disclosures your jurisdiction requires.

Banking and payments

Bank feeds, payment gateways and reconciliation rules, so the bulk of the matching happens without anyone touching it.

Users, roles and approvals

Named users with least-privilege roles, and approval workflows for invoices, bills and credit notes.

Automation and integrations

Recurring documents, reminders, and links to CRM, Inventory, Expense, Analytics or your own systems through the API.

Reports you will actually open

Custom report packs and dashboards built around the decisions you make, not the ones the software ships with.

Tell us what you are moving from.

Tally, Focus, QuickBooks, Xero, NetSuite or spreadsheets — send us your current system, entity and user count and we will quote the migration in writing.

Get a written quote
how it works

How we get it done

step one

Scoping call

We map how you work today, what is broken, and what the system has to produce. You get a written scope and a fixed project quote before anything is built.

step two

Build and migrate

Setup, configuration, customisation and data migration on a timeline you can see. You review in a sandbox before anything goes live.

step three

Go live and train

Cutover on an agreed date, then training for your team in their own workflows — recorded, so new joiners can watch it later. Support continues after go-live.

the rest of the suite

Also on the global desk

questions

Common questions

What does a Zoho Books implementation cost?

Implementation is quoted per project once we know the scope, and ongoing work is quoted at an hourly rate. Send us the contact form with your entity, your current system and roughly how many users and transactions you have, and we will come back with a written quote in your own currency.

Can you migrate our history, not just balances?

Yes. We move masters, opening balances and as much transaction history as your old system will export, then reconcile the migrated data against the source before go-live. If a system will not export cleanly, we tell you what will be lost before you commit, not after.

We are on Tally. Is that a problem?

No — it is one of the most common moves we do. We are certified Tally trainers as well, so we read the source data properly instead of guessing at it.

We are on QuickBooks Online or Xero. Why move?

Sometimes you should not, and we will say so. Where Zoho wins is when you need CRM, inventory, expense, payroll or projects on the same platform rather than stitched together, or when per-user licensing on your current system has got expensive.

Does Zoho Books handle our country's tax?

Zoho Books ships country editions covering, among others, the UAE, the United States, the United Kingdom, Singapore and Australia, with the local tax treatment built in. We configure the edition that matches where you file.

Can it handle multiple currencies and multiple entities?

Multi-currency is standard. Multiple entities run as separate Zoho Books organisations under one login, and we can set up a consolidated reporting layer in Zoho Analytics across them.

Who pays for the Zoho licences?

You do, directly to Zoho, on your own account — so the subscription stays yours whatever happens to our engagement. Our fee covers the implementation and the support, not the software.

How long does it take?

A straightforward single-entity setup with a clean migration is usually two to four weeks. Multi-entity, multi-currency or heavily customised builds take longer, and the timeline is in the written scope before we start.

Will you run the books afterwards, or only build the system?

Either. Many clients have us implement Zoho Books and then keep us on for the monthly bookkeeping, which means the people maintaining the system are the people who built it.

What happens after go-live?

A support window is included in every project for the questions that only surface once real work goes through the system. After that you can move to an ongoing support arrangement or call us as needed.

let us scope it

Tell us what you are running today.

Send us your current system, your user count and what is not working. We will come back with a written scope and a quote.