User Guides
The user guides provide step-by-step instructions on how to use ZotaBooks applications.
To see an overview of how ZotaBooks works click here.
Setup
Click here to learn how to setup / get going with ZotaBooks and add a new business.
Customer Transactions
These applications setup, record activities and produces invoices which generate revenue for the business.
Supplier Transactions
These applications setup and record costs incurred by the business.
Earnings
These applications setup and record monies paid to employees, off payroll workers and shareholders.
Accounting
These applications setup the initial accounting position (opening balances) and manage the accounting for the business.
Banking
These applications setup bank accounts for a business, record the transactions which go through each bank account, and enable the reconciliation of the physical transactions in the bank account to those in the General Ledger bank account (reconciling accounting and actual banking transactions to make sure everything is accounted for).
Submissions
These applications enable the submission of required returns to authorities (e.g. HMRC).
Reporting & Usage
There are many reports which enable the business performance and reporting requirements to be met.
Personalise and Configure ZotaBooks
Setup multiple businesses, provide access to ZotaBooks to multiple individuals, define accounting posting rules or setup VAT.
Service Provider
Service provider enables an accountant, tax professional, outsourcing company or any other provider of services to manage and access multiple clients within one dashboard. Service provider groups multiple clients together under one service business, your service business.
Accounting Posting Rules
ZotaBooks automatically posts the accounting to the General Ledger when business events occur, learn what business events trigger accounting events and how to change the accounting posting rules.
