Zoho Books Implementation Package
For Every Accountant Business Owner Finance Manager Entrepreneur
Empower your finance team with smart automation and real-time insights.
Empower your finance team with smart automation and real-time insights.
Find the perfect Zoho Books Implementation Package for your business.
Fixed-Fee. Transparent Scope. Faster Go-Live.
At Iqra Technology, we provide customised Zoho Books implementation packages designed to help businesses set up, automate, and manage their financial operations smoothly. Whether you are a small business just getting started or a growing enterprise managing multiple branches, we configure Zoho Books to match your workflows, compliance needs, and industry-specific accounting structure.
Choose from our Standard, Medium or Advanced implementation plans — each structured to support different business sizes, accounting complexity, and operational requirements.
Standard Plan — $2,000 (3 Weeks)
Best Suited For: Startups and small businesses (up to 5 users) implementing Zoho Books for the first time.
Scope of Work:
- Kickoff & Setup: Requirement gathering, organization setup, and core module configuration.
- User & Role Management: Define user permissions and access controls.
- Module Configuration: Sales, Purchase, Tax, and Banking modules.
- Reports & Dashboards: Setup of key financial reports and overviews.
- Data Migration: Import essential master data (up to 2,000 records).
- Testing & Go-Live: Validation, deployment, and 1-week post-launch support.
- Training & Documentation: One user session and admin guidance for daily operations.
Medium Plan — $4,000 (4–6 Weeks)
Perfect For: Mid-sized companies (up to 10 users) looking to expand automation and reporting.
Scope of Work:
- Advanced Setup: Recurring billing, asset tracking, and approval workflows.
- Multi-Currency Configuration: Support for up to 2 currencies.
- Expense Management: Enhanced control over employee and department-level expenses.
- Reports & Dashboards: 10+ detailed financial and performance reports.
- Data Migration: Import up to 10,000 records.
- Testing & Go-Live: QA, UAT support, and 2-week post-launch stabilization.
- Training & Documentation: Two user sessions and complete configuration documentation.
Advance Plan — $8,000+ (6–8 Weeks)
Enterprise Ready: Large enterprises (up to 25 users) managing multiple branches and complex financial operations.
Scope of Work:
- Enterprise Configuration: Multi-branch and multi-warehouse setup.
- Inventory Management: Batch, serial number, and advanced stock tracking.
- Multi-Currency & Global Tax Setup: For international operations.
- Automation & Approvals: Custom approval workflows and process-level automation.
- Advanced Reports & Dashboards: Consolidated financials and in-depth analytics.
- Data Migration: Up to 50,000 records from multiple sources.
- Testing & Go-Live: Full QA, deployment, and one-month hypercare support.
- Training & Documentation: Three in-depth training sessions and handover materials.
Add-Ons (Available Separately)
- Integration with Zoho CRM, Zoho Inventory, or Zoho Payroll
- Advanced automation workflows and reporting
- Additional data migration or module setup
- Custom API or third-party system integrations
Zoho Books Implementation Package
We offer remote Zoho Books implementation packages designed for businesses of all sizes.
Starting at $2,000 for a 3-week rollout, with advanced multi-branch and multi-currency setups available for $8,000+.
Each package includes financial module configuration, automation, reporting setup, data migration, and post-go-live support.
Features
Standard
Medium
Advanced
Price
$2000
$4000
$8000+
Implementation Timeline
2–3 Weeks
4–6 Weeks
6–8 Weeks
No. of Users
Up to 3 Users
Up to 10 Users
20+ Users
Company Configuration
Single Entity
Multi-Entity
Multi-Branch / Multi-Currency
Chart of Accounts Setup
Up to 25 Accounts
Up to 100 Accounts
Up to 250 Accounts
Invoice & Billing Setup
Standard Templates
3 Custom Templates
Fully Custom Templates
Tax Configuration
Basic Tax Rules
Multi-Region Tax Setup
Global / Advanced Tax Compliance
Expense Management
Manual Entry
Automated Expense Rules
Integrated Expense Workflow
Bank Reconciliation
Manual Upload
Auto Bank Feed Setup
Multi-Account Reconciliation
Inventory Management
Basic Tracking
Product Categories
Multi-Warehouse Support
Reports & Dashboards
5 Reports
10 Custom Reports
25+ Reports & Dashboards
Automation & Workflows
2 Automation Rules
5 Automation Rules
10+ Rules with Approval Flows
Integration Support
Zoho CRM, Zoho Projects
CRM + Payroll
CRM, Payroll, Inventory, APIs
Data Migration
Up to 2,000 Records
Up to 10,000 Records
Up to 50,000 Records
User Training & Guidance
1 Session (up to 5 users)
2 Sessions (up to 10 users)
3 Sessions (up to 20 users)
Testing & QA
Basic UAT
QA & Go-Live Review
Full QA with Validation Report
Post-Implementation Support
1 Week
2 Weeks
1 Month
Documentation & Handover
Setup Checklist
Setup + Workflow Docs
Full Technical Documentation
Support Channel
Email Support
Email + Chat Support
Priority Email, Chat & Call Support
Zoho Books Post Go-Live Support
Scope of Support
-
Support Coverage: From basic system maintenance to advanced enhancements, integrations, and performance optimisation for Zoho Books.
-
Advanced Automation: Monitor, modify, and create automation workflows based on your business requirements within Zoho Books.
-
Bug Fixes: Identify, resolve, and optimise issues to maintain smooth financial operations and system performance.
-
Flows, Workflows & Approval Rules: Maintain, enhance, and extend automated logic, approval processes, and validation rules in Zoho Books.
-
Reports & Dashboards: Create and optimise dashboards and custom reports to deliver key business insights from your financial data.
-
User Support & Training: Please provide user assistance, admin backups, and refresher training sessions to ensure your team uses Zoho Books effectively.
-
Support Channels: Email, chat, or priority response based on your selected support package level.
-
Availability: Offshore support hours aligned to your time zone with extended and escalation support options as needed.
-
Add-On Support: Option to add extra hours, additional modules, or on-demand setup beyond the standard package.
For continuous improvement and financial system optimisation, learn more about our Zoho Books Support and Maintenance Plans.
Our Proven 4-Step Zoho Books Implementation Process
Discovery & Planning
Analyse accounting workflows, define goals, and build a clear Zoho Books implementation roadmap.
Step 1
Laying the foundation for Zoho Books success.
Configuration & Customization
Set up modules, automation, and templates tailored to your financial operations.
Step 2
Turning your financial processes into efficient Zoho Books solutions.
Data Migration & Deployment
Migrate financial data securely, test accuracy, and ensure a smooth go-live.
Step 3
Ensuring a smooth and accurate system transition.
Training & Ongoing Support
Train users, provide ongoing support, and optimise Zoho Books for long-term efficiency.
Step 4
Empowering your team for long-term success.
Why Choose us?
-
Experienced Zoho Books Experts Over 8 years of experience implementing, configuring, and optimizing Zoho Books across various industries.
-
Project Kickoff in 48 Hours Begin your Zoho Books setup within 48 hours of requirement confirmation for faster go-live.
-
Cost-Effective Packages Transparent and flexible pricing starting from $2,000 — no hidden fees or change orders.
-
Full Lifecycle Delivery End-to-end implementation covering discovery, setup, data migration, testing, and user training.
-
Global Delivery Model Access offshore Zoho consultants and admins available across time zones for seamless collaboration.
-
Proven Results Trusted globally for successful Zoho Books deployments, streamlined workflows, and long-term efficiency.
CLIENTS WHO TRUST US
Ready to Start Your Zoho Implementation Journey?
Kickstart Your Zoho Books Project Within 48 Hours.
Each package is built to help you go live with confidence. We cover company setup, user roles, tax and compliance (GST/VAT), invoice/estimate/bill templates, reports, dashboards, data migration, and user training. You get a complete, working system—customized for your business.
We offer three pricing tiers:
Basic – $2,000
Standard – $4,000
Enterprise – $8,000+
Custom pricing is available for businesses with unique workflows or integration needs.
Yes, our implementation service includes secure data migration from platforms like Tally, QuickBooks, Excel, or legacy systems. We ensure 100% accuracy and continuity with minimal downtime.
Basic: Best for startups and small teams (up to 5 users)
Standard: Designed for SMEs (up to 10 users, with more reports and templates)
Enterprise: Ideal for larger companies (up to 25 users, with automation, dashboards, advanced data handling)
Our timelines are:
Basic – 1 to 2 weeks
Standard – 3 to 4 weeks
Enterprise – 4 to 6 weeks
We aim for fast, smooth delivery while ensuring everything is tailored and well-tested.
Yes, every package includes hands-on training. We help your finance and admin teams understand how to use Zoho Books daily, run reports, manage users, and stay compliant.
Absolutely. Our packages include GST configuration, HSN/SAC code setup, invoice formats per Indian laws, and proper tax reporting. We’ve successfully implemented Zoho Books for many Indian companies.
Yes. We help you integrate Zoho Books with Zoho CRM, Inventory, Payroll, and even external platforms like Shopify, Stripe, or custom ERPs via APIs.
Yes, we work with clients globally—including the USA, UK, UAE, Australia, and Canada. Our team is experienced in region-specific tax setups like VAT, sales tax, and more.
We bring 10+ years of experience, certified Zoho expertise, proven financial domain knowledge, and a customer-first approach. Our packages are structured, transparent, and results-driven.
Book a free consultation or send us your requirements through our Contact Page. We’ll analyze your business and recommend the best-fit package.
Yes. We provide affordable post-implementation support that includes troubleshooting, extra training, customisation updates, and continuous monitoring—ensuring your Zoho Books setup stays reliable and cost-effective.
Yes. Zoho Books supports multi-currency for global businesses. We offer budget-friendly configuration of exchange rates, currency mappings, and region-specific tax rules.
Absolutely. Zoho Books includes recurring billing, reminders, and automation. Our setup ensures these features are configured in a cost-effective and time-saving way.
Yes. We create a clean, industry-ready chart of accounts that keeps your system organized and cost-efficient for long-term financial management.
Yes. Our team provides affordable customisation for industries such as retail, SaaS, real estate, consulting, IT, healthcare, and more.
Yes. We provide cost-effective payment gateway integration with Stripe, Razorpay, PayPal, Paytm, and others to simplify online payments.
Yes. Zoho Books is a budget-friendly solution for service companies, offering project billing, timesheets, automated invoicing, and expense tracking.
We configure secure roles, permissions, and approval workflows to keep your system protected—delivering high security without increasing your budget.
Yes. We set up detailed reports and dashboards in a cost-effective way to help you make informed financial decisions without expensive add-ons.
Yes. Zoho Books supports multi-branch operations, and our setup includes an affordable configuration for branch-wise accounting and consolidated reporting.
Yes. We set up GST, VAT, sales tax, and custom tax rules—providing a budget-friendly, automated tax system that saves time and reduces compliance errors.
Yes. We create professional and affordable templates for invoices, estimates, POs, and bills tailored to your brand identity.
Yes. We configure bank feeds for faster reconciliation—making your accounting process more efficient without increasing costs.
Absolutely. Zoho Books is designed to grow with you. We offer cost-effective scalability options, allowing you to add new Zoho apps or advanced features only when needed, keeping the system budget-friendly at every stage.
