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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
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.

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.

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.

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

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 Certified badge
Zoho ERP Professional — CertifiedCompleted Zoho's training and certification on Zoho ERP.Issued 17 Sep 2026 · Valid for 2 years
Zoho ERP Professional certificate, issued 17 Sep 2026View certificate

Your Zitraar team

DiscoverySolution designConfigurationMigrationDeploymentAdoption support
Guided by a Zoho ERP Professional Certified specialist.

Clients

Vijaya Press
Beaming White
Walker Engineering
Lakshaya Technologies
ZEcomy

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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.

Share your details and accounting requirements below
Handled directly by the Zitraar team
Setup or migration scoped before work begins

Contact Form

FrequentlyAsked Questions

Can I move from Tally toohoBooks?

Yes. Zoho documents migration from Tally covering data such as Chart of Accounts, contacts, items, opening balances and transactions. Zitraar can help plan and execute the agreed migration scope.

Does Zoho Books support GST and e-invoicing?

Zoho Books India supports GST workflows, and the Standard plan includes e-invoice capabilities. Applicability depends on your business and current statutory requirements.

Will Zitraar set up Zoho Books for us?

Zitraar's proposed service can include organisation setup, tax configuration, data preparation and migration, module configuration and onboarding according to the agreed scope.

What  happens to our exisiting accounting data?

Zitraar can review the source data, agree what should be migrated, prepare/import the agreed records and validate the setup as part of the migration scope.

How much does the Zoho Books Standard plan cost?

Zoho's India pricing lists Standard at ₹749 per organisation per month when billed annually, which is ₹8,988 per year before applicable taxes. Pricing is set by Zoho and can change, so Zitraar confirms the current figure when scoping your setup. Zitraar's setup and migration service is quoted separately based on your scope.

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.

Zoho ERP Professional Certified · Zitraar setup & onboarding

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.