Where else to look
Guides are not the only resource on this site. If a guide does not answer your question, these might:
Why growing businesses stall
Data silos, handoffs, founder bottlenecks and controls that fail at scale, from Prashanth's talks and podcasts.
Read the article →Frequently asked questions
Short answers on Zoho, process design, pricing, timelines and how we work.
Browse FAQs →How is the guide library organised?
The guides are grouped into six topics that follow a typical project: choosing Zoho, cost and timelines, planning an implementation, data migration, process design and SOPs, and controls and finance operations. Some guides sit under more than one topic. Pick a topic below, or search by keyword across all of them.
If you are still deciding on a system, start with what Zoho ERP is and Zoho ERP vs Zoho Books. If you are fixing processes first, start with how to write an SOP.
Guide library
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16 guides
Why growing businesses stall: silos, handoffs and founder bottlenecks
The six signs a business has outgrown ad-hoc operations: data silos, broken handoffs, founder bottlenecks, ornamental controls, tribal knowledge and technology bought before process. What causes each, and how to fix it.
Read more → Choosing ZohoWhat is Zoho ERP? A plain-English guide for Indian businesses
Zoho ERP explained: what it is, when it launched, its modules, published pricing, who it suits and how it differs from Zoho Books and Zoho One.
Read more → Choosing Zoho · Data migrationZoho ERP vs Zoho Books: which one does your business need?
A side-by-side comparison of Zoho ERP and Zoho Books with Inventory: scope, manufacturing, warehouses, payroll, pricing and when to move from one to the other.
Read more → Choosing Zoho · Data migrationTally vs Zoho Books: which suits a growing business?
A side-by-side comparison of TallyPrime and Zoho Books for Indian businesses: access, users and approvals, GST, inventory, integrations, reporting, cost and when it makes sense to move.
Read more → Data migrationHow to migrate from Tally to Zoho Books
How to move from Tally to Zoho Books or Zoho ERP: choosing the cut-off, mapping Tally groups and ledgers, stock items and godowns, loading bill-wise outstandings and reconciling to Tally.
Read more → Choosing Zoho · Cost & timelinesZoho One vs individual Zoho apps: how to compare the cost
How to decide between a Zoho One subscription and buying individual Zoho apps, with a simple method to compare licence cost and the hidden costs of each route.
Read more → Cost & timelines · Planning an implementationZoho implementation cost in India: what drives it and how to compare quotes
What a Zoho implementation costs in India, what drives the price, what a quote should include, and the questions to ask partners before you sign.
Read more → Cost & timelines · Planning an implementationHow long does a Zoho implementation take?
Typical timelines for Zoho Books, Zoho One and Zoho ERP implementations, stage by stage, and the factors that make projects run late.
Read more → Process design & SOPsHow to write an SOP people will actually follow
A practical guide to writing standard operating procedures: the nine sections every SOP needs, a worked example, common mistakes, and how to keep SOPs current.
Read more → Process design & SOPs · Controls & finance operationsRACI matrix explained, with an example
What a RACI matrix is, what Responsible, Accountable, Consulted and Informed mean, the rules for building one, and a worked example for procure-to-pay.
Read more → Controls & finance operations · Process design & SOPsDelegation of authority matrix: what it is and how to build one
What a delegation of authority matrix is, which decisions it should cover, how to set approval limits, and how to enforce it in your ERP.
Read more → Controls & finance operations · Process design & SOPsThree-way match: how it works and how to set it up
What three-way matching is, why it prevents overpayment and fraud, how to set tolerances and handle exceptions, and how to run it in Zoho.
Read more → Controls & finance operationsMonth-end close checklist for growing businesses
A practical month-end close checklist by day: cut-off, reconciliations, accruals, GST and TDS, inventory, review and reporting, with tips to shorten your close.
Read more → Data migration · Planning an implementationHow to migrate to Zoho Books without losing control of your numbers
A step-by-step guide to migrating to Zoho Books from Tally, spreadsheets, QuickBooks, Xero or another system: cut-off, cleaning, mapping, opening balances and reconciliation.
Read more → Planning an implementation · Choosing ZohoHow to choose an ERP implementation partner
Ten questions to ask before you choose an ERP or Zoho implementation partner, covering process design, team, data migration, controls, pricing and support.
Read more → Planning an implementationERP readiness checklist: are you ready to implement an ERP?
Twelve questions to check before an ERP or Zoho implementation: processes, owners, data, controls, team capacity and budget.
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