Z
Zoho
Guides
📚 Help & Setup Guides

Master Zoho Books
& Bigin CRM

Comprehensive step-by-step guides to set up your business software, manage day-to-day operations, and grow faster.

80+
Sections covered
380+
Step-by-step guides
2
Complete guides

Choose a guide

Pick Your App

Each guide covers everything from initial setup to advanced features

Z
by Zoho
Zoho Books
Accounting & Finance

The complete accounting platform for your business. Manage invoices, expenses, bank reconciliation, GST/VAT, and financial reports — all in one place.

Invoicing & Billing
Bank Reconciliation
Tax (GST / VAT / Sales Tax)
Expense Tracking
Financial Reports (P&L, BS)
Purchase Orders & Bills
Inventory Tracking
Payment Gateways
B
by Zoho CRM
Bigin
Pipeline CRM

The pipeline-first CRM built for small businesses. Track deals, manage contacts, automate follow-ups, and close more — without the complexity of a full CRM.

Visual Deal Pipelines
Contacts & Companies
Stage Automation
Email & WhatsApp
Activities & Calendar
Workflow Rules
Dashboard & Reports
Web Forms & Signals

Quick access

Popular Topics

Jump directly to the most-used sections

New to Zoho?

Recommended Setup Order

Follow these steps for both apps to be up and running fast

Z Zoho Books — Getting Started

1Set up organization profile & base currency
2Configure Chart of Accounts
3Set up tax rates (GST / VAT / Sales Tax)
4Add your products & services catalog
5Import customers and vendors
6Connect your bank account(s)
7Enter opening balances (if migrating)
8Create your first invoice & reconcile

B Bigin CRM — Getting Started

1Set up organization, timezone & currency
2Invite team members & assign roles
3Create your first pipeline & define stages
4Import contacts from CSV or Google
5Connect Gmail or Outlook email
6Add your products & services catalog
7Set up workflow automation rules
8Build your first dashboard
Atreya SoftTech Mysore  ·  M.No 8792507355