Your Zoho Books, reconciled and closed every month
Inkle's bookkeeping and tax professionals work inside your Zoho Books organization. We categorize every transaction in Banking, reconcile every account and lock each period once it is closed, so your financial statements stay accurate after they are delivered.
Trusted by 2,000+ customers
How Inkle handles your bookkeeping in Zoho Books
There is nothing to export, rebuild or retrain. We join your organization as your accountant and continue from wherever your books stand today.
Every bank transaction is matched or categorized, so nothing remains in Uncategorized.
We attach receipts and confirm anything unclear with you directly.
Every bank and credit card account is reconciled each month with a zero difference.
We close the month, apply Transaction Locking and send your financial statements.
What your bookkeeper does in Zoho Books each month
We categorize every transaction in the Banking module and set up bank rules for recurring items. If you use Zoho Expense or Zoho Inventory, we confirm that synced activity is recorded to the correct accounts.
Each account is reconciled using Reconcile Account against its statement until the difference is zero.
Payroll, depreciation, prepaid expenses and accruals are posted as Manual Journals, with Recurring Journals for entries that repeat each month.
After each close you receive the Profit and Loss, Balance Sheet and Cash Flow Statement from Zoho Books, with a brief note on significant changes.
When a charge is unclear, your bookkeeper asks you directly rather than leave it in Uncategorized.
Closed periods are protected with Transaction Locking, and your books pass to our accountants for federal, state and franchise tax filings.
Onboarding begins with a single call
We review your Zoho Books setup, any connected Zoho applications, monthly transaction volume and backlog, then recommend a plan.
Invite Inkle as your accountant from Settings, then Users under Users & Roles, then Invite Accountant. You can revoke access at any time.
If earlier months are unreconciled, we bring them current first so the monthly close starts from accurate balances.
From then on, we close your books each month and deliver your financial statements.
Software and service in one place, whenever you are ready
Inkle is an accounting and tax firm for US businesses. Alongside bookkeeping, we prepare and file federal and state taxes through Inkle Tax, handle incorporation through Inkle Incorporate, and provide registered agent and mail services through Inkle Mailroom. US-licensed professionals are available by chat, phone or Zoom.
Inkle Books is our own accounting platform. It connects to your bank, card and payment accounts, categorizes transactions with AI, and provides live financials, supported by the same bookkeepers who close your month.
You are welcome to stay on QuickBooks for as long as it serves your business. If you decide to move, Inkle Books imports your full history, so nothing needs to be rebuilt.
When you also use Inkle Tax, your closed QuickBooks books pass directly to our tax team at year-end. There are no exports to prepare and no figures to reconcile between two firms.
