Recent Zoho work for our clients

Real projects from 2026. Client names are left out; the numbers are from the work.

Zoho Books clean-up and go-live

Pharma and laboratory supplier, Hyderabad

Before: The books were set up but half-used: most vendor bills sat in draft, the bank feed had unmatched lines and the same customers existed two or three times.

Approved and posted 36 draft vendor bills worth about ₹22.8 lakh, so payables and input tax credit appeared in the reports
Categorised every unmatched bank-feed line, matching vendor payments to their bills and booking director funding to a loan account
Merged duplicate customers into one record each, so receivables and ageing are no longer split
Added HSN codes to items that had none and corrected payment entries booked through petty cash
Turned on payment reminders, payment receipts and bank rules for the feed

Result: Payables, purchases and GST input now show in Zoho Books, and the bank feed sorts its routine lines automatically.

Bank review and receivables clean-up

Agri-inputs trading company, Telangana

Before: Receipts from the largest customer did not line up with invoices, credits sat unused and the bank balance in the books was higher than the real one.

Reviewed the bank account line by line and flagged entries that were wrong or duplicated
Applied about ₹11.6 lakh of unused customer credits against open invoices
Excluded duplicate bank entries that overstated the balance, and created loan and capital accounts for owner funding
Prepared reclassification journals in Zoho's import format for the accountant to review

Result: The customer ledger now matches the invoices, and the remaining differences are listed with dates for the owner to confirm.

Move from one Zoho ERP organisation to another

Fasteners manufacturer

Before: The company needed its data moved from an older Zoho ERP organisation into a new one without losing its masters or history.

Exported and cleaned items, customers and vendors from the old organisation
Imported them into the new Zoho ERP organisation in the right order, so links between records held
Checked opening figures in the new organisation against the old one before cut-over

Result: The company works in the new organisation with its masters and opening figures carried over.

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