Setup and migration
Chart of accounts, VAT settings, opening balances and open invoices moved across from Sage, QuickBooks, Xero or spreadsheets, and checked against your trial balance before go-live.
All Zoho solutions
Accounting, invoicing & VAT
Zoho Books
Invoices in one system, stock in another, and month-end spent retyping numbers into a spreadsheet?
Moxie Tech is a Zoho Books implementation partner based in Sandton, Johannesburg — an Authorized Zoho Partner working with finance teams across South Africa.
Zoho Books is Zoho's online accounting system: quotes and invoices, bills, bank reconciliation, VAT and financial reports. Moxie Tech sets up your chart of accounts, moves your opening balances across and connects Books to Zoho CRM, Inventory and FSM, so sales, stock and finance work from the same numbers.
Best for
Best for businesses that have outgrown their accounting package, or need sales, stock and finance working from the same numbers.
- Chart of accounts and VAT set up for your business
- Quotes, invoices and automatic payment reminders
- Bills, purchase orders and supplier payments
- Bank reconciliation and month-end reports
How we configure Zoho Books
Invoicing and collections
Quote, invoice and recurring invoice templates, automatic payment reminders and a customer portal where clients can see what they owe.
Books with stock
For businesses that hold stock, Books and Zoho Inventory share items, customers and suppliers, so sales orders, stock movements and invoices post to the same ledger. Zoho's Elite plan bundles full inventory management into Books.
Approvals and controls
Transaction approvals, user roles and an audit trail, so the person capturing a transaction is not the person approving it.
Connected to CRM and FSM
Won deals in Zoho CRM and completed jobs in Zoho FSM become invoices in Books without anyone retyping them.
Reporting
Profit and loss, balance sheet, cash flow and aged debtors and creditors, built from live transactions instead of a month-end export.
Outcomes
What changes after Zoho Books goes live
Finance stops being the place where numbers from every other system get retyped.
One set of numbers
Sales, stock and finance post to the same ledger, so the debtors report and the sales report agree.
Month-end close
Reconciliations and reports run from live transactions instead of a pile of exports and spreadsheets.
Invoices forgotten
Automatic reminders and a customer portal make it easier for clients to see what they owe and pay it.
What happens next
Implementation is scoped after we understand how your business runs.
Step 1
Discovery call (free)
A 30-minute call about what still runs on spreadsheets, paper or disconnected systems.
Step 2
Blueprint
A documented plan: which Zoho apps, which workflows, in what order, with a fixed scope and price before any build starts.
Step 3
Build, migrate and train
We configure the system around your processes, move your data across and train your team.
Step 4
Support after go-live
We stay on to fix, tune and extend the system as your business changes.
Other Zoho apps we implement
Zoho One
The operating system for business
Zoho CRM
Sales pipeline & automation
Zoho People
HR, leave & performance
Zoho Creator
Custom low-code apps
Zoho Inventory
Stock, orders & fulfilment
Zoho FSM
Field service management
Zoho Procurement
Sourcing & approvals
Zoho Contracts
Contract lifecycle
Zoho Recruit
Hiring & applicant tracking
Want to know what the rollout itself involves? See how we work as a Zoho implementation partner.
Book a discovery call
Tell us how you work today and we'll come back with what a Zoho Books implementation would involve.