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Zoho Books for small businesses

Move From Tally to Cloud Accounting With Zitraar

Zitraar helps small businesses, shops, proprietors and growing teams migrate to and get started with Zoho Books—covering setup, GST configuration, data migration, invoicing, banking, reporting and everyday accounting workflows.

Zoho Books StandardCloud AccountingGST & E-InvoicingZitraar Onboarding
Discuss Your Zoho Books Migration →Get Started With Zitraar
Zitraar setup, migration & onboarding for Zoho Books
The challenge

Is Your Accounting Setup Keeping Up With Your Business?

As invoices, expenses, GST work and banking grow, a desktop-bound or manual setup can make everyday accounting harder to keep on top of.

Existing / manual workflow

  • PCDesktop-Dependent AccessImportant accounting information is tied to a particular system or working method.
  • ⟲Manual Follow-UpsInvoices, payments, reminders and reconciliations require repeated manual attention.
  • GSTGST WorkflowsTax settings, GST reporting and e-invoicing need to fit into everyday accounting.
  • ?Limited Owner VisibilityOwners need a clearer view of invoices, expenses, banking, cash flow and reports.

Cloud-based connected workflow

  • ☁Cloud & mobile accessSupported web and mobile experiences.
  • ✓Reminders & workflowsLess repetitive follow-up.
  • GSTGST & e-invoicingInside the accounting system, where applicable.
  • ▤Connected reportsInvoices, expenses, banking and reports in one place.
Who it's for

Who Is Zoho Books With Zitraar For?

SB

Small Businesses & MSMEs

For businesses that want organized cloud accounting, GST workflows and clearer financial reporting.

SH

Shops & Retail Businesses

For businesses managing sales, purchases, expenses, GST and practical stock/accounting needs.

PR

Proprietors & Single Owners

For owners who want better visibility into invoices, expenses, banking and reports.

Migration
TY

Businesses Using Tally

For teams considering a structured move from Tally to cloud accounting with migration assistance.

Our role

Zoho Books Is the Software. Zitraar Helps Make the Move.

A successful move is not just about creating a new account. Zitraar helps review your current setup, prepare your data, configure the organisation and support the transition into Zoho Books.

Your current setupRequirements & data
ZitraarReview · Configure · Migrate · Onboard
Zoho BooksWorking cloud accounting
  1. 1

    Requirement Review

    Understand the current accounting setup and what needs to move.

  2. 2

    Organisation Setup

    Configure the Zoho Books organisation and relevant business settings.

  3. 3

    GST & Tax Setup

    Configure applicable GST and tax settings for the business.

  4. 4

    Master Data

    Prepare Chart of Accounts, customers, vendors, items and related records.

  5. 5

    Migration

    Import agreed balances and transaction data from the existing system.

  6. 6

    Validation & Onboarding

    Check the agreed move and help users begin working in Zoho Books.

Talk to Zitraar About Your Setup
Tally migration

Already Using Tally? Plan Your Move to Zoho Books

Zoho provides a defined migration path from Tally to Zoho Books. Zitraar can help prepare and structure the migration so the move is based on your actual accounting data and requirements.

Tally data

  • Chart of Accounts
  • Customers & Vendors
  • Items
  • Opening Balances
  • Transactions

Zitraar

  • 1Review
  • 2Prepare
  • 3Clean
  • 4Map
  • 5Import
  • 6Validate

Zoho Books

  • Cloud Accounting
  • GST
  • Invoicing
  • Banking
  • Reports

The migration scope depends on your Tally data, financial period, data quality and the records agreed for migration.

Discuss Tally to Zoho Books Migration
Everyday accounting

Manage Everyday Accounting From a Connected Cloud Platform

Zoho Books covers the accounting work small businesses handle every day. Zitraar helps set up the parts that matter for your business.

Invoices & Receivables

Create invoices and quotes, track receivables and use reminders and customer-facing workflows.

GST & Compliance

Configure GST, work with GST reports and filing workflows, and use supported e-invoicing capabilities where applicable.

Bills & Expenses

Record vendor bills, purchases and business expenses.

Banking & Reconciliation

Work with supported banking and reconciliation workflows from the accounting system.

Inventory

Track inventory for practical small business needs; more advanced requirements may need a different Zoho setup.

Reports

Access profit & loss, balance sheet, cash flow, tax, sales and other business reports.

Automation

Use recurring actions, reminders and automated workflows to reduce repetitive administration.

Cloud Access

Work through supported web and mobile experiences, so accounting isn't limited to one desktop.

Illustrative interface previews.

Talk to Zitraar
Starting point

Zoho Books Standard — A Practical Starting Point

For many small businesses, the Standard plan provides a strong base for everyday accounting. It includes capabilities such as:

  • E-invoices & payments
  • Expenses & bills
  • Payment reminders
  • Customer portal
  • Inventory tracking
  • Sales & purchase orders
  • Banking & reconciliation
  • GST reports & filing
  • Financial reports
Check the Right Setup for Your Business

Zoho Books Standard

₹749/ organisation / month when billed annually

₹8,988/year before applicable local taxes

Zitraar setup/migration service is discussed separately, based on your scope.

Pricing is set by Zoho and may change. Confirmed when we scope your setup.

Outcomes

What Changes When Your Accounting Moves to the Cloud?

Access

Work with business accounting through supported cloud and mobile experiences.

Visibility

Keep invoices, expenses, banking and reports in a more connected accounting workflow.

Automation

Reduce repetitive follow-up with reminders and supported workflow automation.

Compliance

Support GST and e-invoicing workflows from the accounting system where applicable.

Reporting

Give owners clearer access to financial and business reports.

Why Zitraar

Why Get Started With Zitraar?

Certification

Zoho ERP Professional — CertifiedCompleted Zoho's training and certification on Zoho ERP.Issued 17 Sep 2026 · Valid for 2 years

Your Zitraar team

Requirement reviewSetup & configurationMigrationOnboarding
Guided by a Zoho ERP Professional Certified specialist.

Clients

VernetBeaming WhiteWalker EngineeringLakshaya TechnologiesZEcomy

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This case study explores the implementation of the Donation Management Application at Ramakrishna Mission, Belur Math.


Consultation

Ready to See If Zoho Books Fits Your Business?

Tell Zitraar what you use today and what you need help with. We'll discuss the appropriate next step for setup or migration.

Six short fields, about a minute
Handled directly by the Zitraar team
Setup or migration scoped before work begins

Contact Form

Frequently Asked Questions

Why should I choose Zitraar as my Zoho implementation partner?

Zitraar is a trusted Zoho implementation partner in India with hands-on experience across industries like education, NGOs, and hospitality. We don’t just install Zoho—we customize it to match your exact workflow. Our team ensures smooth setup, clean data migration, and full training, so your business sees real results from day one.

How quickly can you implement Zoho for my business?

The timeline depends on your business size and requirements. Small setups can be completed in 1–2 weeks, while larger or customized projects may take a few weeks more. We provide a clear roadmap, defined milestones, and regular updates so you always know the progress and expected completion date. 

Will you migrate my existing data safely to Zoho?

Yes. We carefully migrate your data from Excel, old CRM systems, or other tools into Zoho without losing important information. We clean, organize, and test the data before going live to ensure accuracy. Your business data remains secure and structured during the entire migration process. 

Do you provide training after Zoho implementation?

Absolutely. We provide complete training sessions for your team so they understand how to use Zoho confidently. We also share documentation and offer post-implementation support to solve any doubts. Our goal is to ensure your team fully adopts Zoho and uses it effectively every day. 

Can you customize Zoho based on my industry needs?

Yes. As a Zoho authorized partner in India, we customize modules, workflows, automation rules, dashboards, and reports based on your industry. Whether you run a school, NGO, hotel, or service business, we tailor Zoho to match your real processes instead of using a generic setup. 

What kind of support do you offer after implementation?

We provide ongoing support even after the project is completed. Our support team ensures your Zoho system continues to run smoothly and adapts as your business grows.

How do I get started with your Zoho implementation services?

Getting started is simple. Contact us for a free consultation where we understand your business needs and challenges. After that, we share a clear proposal with scope, timeline, and pricing. Once approved, our team begins the implementation process without delay. 

Move Your Accounting Forward With the Right Setup From Day One

Whether you are moving from Tally or setting up cloud accounting for the first time, discuss your requirement with Zitraar.

Talk to Zitraar About Zoho Books →
Zoho ERP Professional Certified · Zitraar setup & onboarding
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Zoho and Zoho Books are trademarks of Zoho Corporation. Tally is a trademark of its respective owner. Zitraar is an independent implementation partner. Pricing is per Zoho's published India rates before local taxes and may change.

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