Zoho Books case study · Trading

Zoho Books Case Study from India: How Unique The World of Computer Cut Invoice Time by 70%

In this Zoho Books case study from India, Infobyd, a Zoho Advanced Partner and Zoho Books implementation partner, set up Zoho Books for Unique The World of Computer, an IT hardware retailer and service provider in Madhya Pradesh. Before Zoho, billing, expenses and GST work were done by hand in spreadsheets and paper ledgers. Now invoices, bank matching and GST reports run in one cloud system.

  • 4.3 on Google (74 reviews)
  • 4.8 on Zoho Partner Directory

About the client

Unique The World of Computer sells computer hardware and IT accessories and also gives service support. It is a trading business that sells to business customers (B2B) in Madhya Pradesh, India.

What was the challenge?

Bookkeeping, invoices and expenses were kept in spreadsheets, paper ledgers and printed bills

Data sat across many files and teams, with double entries and mismatches

Calculation mistakes and late bills hurt cash flow

Reports were made by hand, only every month or quarter

GST filing and matching took a lot of manual work

Sales, purchase and accounts teams worked slowly together

How did we solve it with Zoho?

We set up Zoho Books for this trading business. Zoho Books is Zoho's online accounting app, and we matched it to how the business bills, buys and files GST.

Billing on autopilot

  • Invoice templates with automatic numbering and tax
  • Invoices sent by email straight from Zoho Books
  • Repeat (recurring) invoices and automatic payment reminders

GST and bank work made simple

  • GST invoicing with Zoho Books: GST-ready invoices and automatic tax calculation
  • GST reports ready to file
  • Bank feeds connected for quick bank matching (reconciliation)

Purchase, stock and control

  • Purchases and stock linked to supplier bills
  • Expenses sorted into clear categories
  • Approval steps for large payments

Live view of the money

  • Dashboards for income, expenses, cash flow and profit margin
  • Reports anytime, not only at month end

How did we do it?

  1. Plan

    We studied how they bill, buy and file GST.

  2. Set up

    We set up Zoho Books, templates, taxes and approvals.

  3. Test

    We tested with their real financial data before go-live.

  4. Train

    We trained the team and gave simple guides and live help.

  5. Go live

    We went live and stayed on for support after go-live.

What were the results?

70% less time

to make an invoice.

60% faster

compliance (GST) reports.

Near-zero errors

in invoice calculations.

Live numbers

Real-time view of the business's money.

Better teamwork

Sales, purchase and accounts now work from the same data.

What does the client say?

“Excellent service, I was completely impressed with their professionalism and customer service”
Prashant Chaurasiya, Director, Unique The World of Computer

Related pages

Zoho Books

Online accounting and GST billing, set up for your business.

Zoho for trading and distribution

Orders, stock and payments for traders and distributors.

Zoho Inventory

Stock, purchase and sales orders, linked to Zoho Books.

Our work, in our clients' words

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What our clients say

Copied as written on infobyd.com. See all clients

Intuitive and user-friendly! The accounting software is easy to navigate.
SR Shri Rishabh India Pvt Ltd
Best Partner in our Region.
MA Maheshwari Automobile
They are very quick with their actions and get stuff done in time.
AW Accountax WA
Excellent service. Timely response from the team helps us to seamlessly implement new features and modules.
DI Docyt India Pvt Ltd Zoho People and Zoho Books

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