Zoho for nonprofits
Zoho Books
Accounting software
Streamline your financial management processes with features such as automatic bank feeds, invoicing, expense tracking, and reporting, Zoho Books can help track expenses, manage donations, and generate financial statements.
Implemented with context by EdZolaBest used when
Your team has a clear workflow owner, representative data and time to test the setup before a wider rollout.
Nonprofit use cases
Where Zoho Books can help.
- Create and send professional invoices to your donors and grantors. Customize invoices with your branding and payment terms and track the status of yourinvoices.
- Connect your bank accounts & credit cards to import transactions and reconcile accounts. Keep track of your cash flow and monitor your financial health.
- Record & attach receipts, categorize the expenses and track expenses against your budget
- Manage your bills & track your payment status. Schedule recurring bills and automate your payment processing.
- Track your inventory of goods or products sold & receive notifications when their inventory levels fall below a certain threshold.
- Create and manage purchase orders for the supplies and materials needed for your operations. Nonprofits can send purchase orders to their vendors and track their delivery status.
- Generate financial reports, such as balance sheets, and cash flow statements. Nonprofits can also create custom reports to analyze their financial data and comply with reporting requirements for grants and donors.
- Store and manage your financial documents, such as invoices, receipts, and purchase orders and share your documents with team members and donors.
Capabilities
Useful building blocks—not a substitute for process design.
- Invoicing
- Banking
- Estimates
- Portals
- Expenses
- Bills
- Inventory tracking
- Purchase orders
- Reporting
- Automation
- Finance Documents
Product capabilities and commercial terms change over time. Confirm current features, eligibility and pricing with Zoho before purchasing.
Compare before you commit
Start with the job, not the app.
EdZola can help map the workflow, select the right Zoho products, configure the system, migrate agreed data and train the people who will own it.