This guide provides activities which guide a user not familiar with ZotaBooks through how to get going step-by-step.

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Step 1, Initial Setup

ZotaBooks needs to gather some basic information about your business, this information is gathered in the initial setup.

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Step 2, Business Setup

Once ZotaBooks initial setup is complete, add business specific information. Following the steps below.

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Step 3, Add a Second Business

If you need to add more than one business to ZotaBooks, follow the steps outlined below:

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Step 4, Payroll Setup

If you run a payroll, learn how to setup the payroll in ZotaBooks.

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Step 4, Add Business Transactions

You are now ready to record business transactions and manage business activities in ZotaBooks. These steps are repeated as required going forward.

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Step 5, Add Banking Transactions & Reconcile

Every time a payment is made into or out of a business bank account the transaction is recorded by your bank. Add the banking transactions to ZotaBooks, then reconcile the transactions in the bank account to those in the accounting General Ledger bank account.

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Step 6, Submit VAT MTD and Payroll RTI

Each month the payroll is run, if the business is signed up to HMRC payroll submissions, RTI must be submitted before employees are paid.

At the end of each VAT period, if the business is signed up to HMRC VAT, VAT must be submitted through MTD.

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