Bookkeeping in Zdoo CRM

2019-09-17 15:43:00
Renee
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What is bookkeeping?


If you are a small business owner, you either have to set up your own accounting system or hire someone to do it for you. Bookkeeping is the recording of financial transactions, including purchases, sales, receipts, and payments by an individual person or an organization/corporation, and bookkeepers are responsible for recording and classifying the accounting transactions of the business firm and techniques involving recording those transactions. 


Nowadays business owners tend to use bookkeeping/accounting software to keep track of all the incomes and expenses, rather than use an actual book to do so. According to Business News Dailyaccounting software "tracks the money moving in and out of your business, with both accounts payable and accounts receivable features."


Popular Accounting Software


Popular accounting systems for small business should be affordable, easy usability, and robust features. 








Three of the four systems listed above are commercial software, which means you have to pay for it. Only TurboCash is free, but it does not have so much features, compared to others. 


If you are a small business owner, you would think about open source and free accounting systems. Check other free option below.


Zdoo as a bookkeeping tool


Zdoo has a CASH module that can do exactly what a bookkeeping software can do. You can check all the Incomes and Expenses of your company and set the categories according to your requirements.  


 

CASH in Zdoo


You can also check various report in Zdoo, e.g. Annual Balance Sheet. You can also export the report as MS Excel files and share with your stakeholders.




Moreover, Zdoo also has a CRM module which can be integrated to manage the revenues and sales lead tracking in one system. Most small businesses are satisfied with accounting software that offers basic features such as invoicing, income and expense tracking, financial report generation, and customer management. More advanced features in Zdoo, such as inventory tracking, vendors and suppliers management, can assist you with purchase ordering management.


CRM in Zdoo


Zdoo is an information hub for small- and medium-sized organizations. Its CRM module is one of the most well known features among Zdoo users. Moreover, data in Zdoo are shared, and it is the same to CRM module. Like what have been mentioned above, the information of a purchase order, e.g. the amount, can be linked and recorded in CASH module. You can try this feature on Zdoo online demo HERE. Zdoo, more than a CRM!


Reference

1. https://en.wikipedia.org/wiki/Bookkeeping

2. https://www.thebalancesmb.com/bookkeeping-101-a-beginning-tutorial-392961

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