Zoho Books Discovery — Prospera Suite Prospera Suite The Intelligent Business Platform Print / Save PDF Clear Form Confidential Document Zoho Books Setup & Implementation This questionnaire is the foundation of your Zoho Books project. Please complete every section as thoroughly as possible — the more detail you provide, the more precisely we can scope, price, and deliver your implementation. Completion Time 10 – 15 minutes Sections 10 Sections · 60 Questions Contact ceo@prosperasuite.com Form Progress 0% Section 1 of 10 Company Background Tell us about your business and primary contact Company Info Full legal company name ★ Industry / Sector ★ Select…Trading & DistributionManufacturingProfessional ServicesRetailConstruction & ContractingReal EstateHospitality & Tourism / TravelHealthcare & PharmaceuticalsImport & ExportTechnologyNGO / Non-profitOther Contact person name ★ Job title / Role Email address ★ Phone / WhatsApp City / Country ★ Company website Company Size & Structure Number of employees ★ Select…1–1011–5051–200201–500500+ Business structure ★ Select…Single entityMultiple branches (same legal entity)Multiple legal entities (holding)Franchisee networkNot sure Countries of operation ★ Approximate annual revenue Select…Under USD 500KUSD 500K – 2MUSD 2M – 10MUSD 10M – 50MOver USD 50MPrefer not to say Tax & Compliance Status VAT registered? ★ Select…Yes — fully registeredYes — partially / mixed rateNo — below thresholdNo — exempt activitiesNot sure Egyptian e-invoicing (ETA) enrolled? ★ Select…Yes — fully activeIn progress / partially enrolledNo — not yet requiredNo — exemptNot sure Section 2 of 10 Current Accounting Process What's in place today and what's not working Current Setup What accounting software are you currently using? ★ Select all that apply Excel / Google Sheets QuickBooks Sage Odoo / OpenERP ERPNext / Frappe SAP Custom / Legacy ERP Paper-based / manual Other If "Other", please specify How long have you used this system? Select…Less than 1 year1–3 years3–5 yearsMore than 5 yearsNever used software Who manages day-to-day accounting? ★ Select…In-house accountant(s)Outsourced accounting firmOwner manages personallyCombination of in-house and outsourcedNo one — this is the problem Team Size Number of accountants / bookkeepers Expected total Zoho Books users ★ Pain Points with Current Setup Too much manual data entry No real-time visibility Bank reconciliation is slow Multi-entity / branch mgmt Poor invoicing control VAT / tax reporting No approval workflows No audit trail Disconnected from CRM High system cost Any other challenges to share? Section 3 of 10 Business Volumes & Complexity Transaction volumes, currencies, and operational scope Volumes Monthly Transaction Volumes Sales invoices issued per month ★ Select…Under 5050–150151–500501–1,000Over 1,000 Vendor bills received per month ★ Select…Under 3030–100101–300301–750Over 750 Active customers ★ Select…Under 5050–250251–1,0001,001–5,000Over 5,000 Active vendors / suppliers ★ Select…Under 2020–7576–300Over 300 Number of bank accounts ★ Currencies used ★ Select…EGP onlyEGP + USDEGP + EUREGP + Gulf currenciesMultiple currencies (4+) Inventory & Projects Do you manage inventory / stock? ★ Select…Yes — tracked by SKUYes — simple product list onlyNo — service-based businessNo — but plan to in future Project-based billing or cost tracking? Select…Yes — billable client projectsYes — internal cost tracking onlyBoth client billing and internal trackingNo Section 4 of 10 Required Zoho Books Features Select every capability your business needs — this defines the implementation scope Features Core Accounting Chart of accounts setup Journal entries Bank reconciliation P&L / Balance Sheet / Cash Flow Multi-currency accounting Multi-entity consolidation Accounts Receivable Customer invoicing Recurring invoices Credit notes Payment receipts tracking AR ageing reports Automated payment reminders Accounts Payable Vendor bills & purchase orders Expense claims Payment scheduling AP ageing report Tax & Compliance VAT calculation VAT return preparation ETA e-invoice integration Withholding tax tracking Tax audit trail Tax exemption handling Approvals, Inventory & Reporting Purchase approval workflows Invoice approval Role-based access control Full audit log Inventory / stock tracking COGS tracking Custom dashboards Budget vs. actual Department / cost-centre P&L Other specific features or workflows not listed? Section 5 of 10 Integrations & Tech Stack What Zoho Books needs to connect with Integrations Which systems need to integrate with Zoho Books? ★ Zoho CRM Zoho Inventory Zoho Payroll Zoho Analytics Shopify / WooCommerce ETA e-invoice portal Egyptian payment gateway HR / payroll system Logistics / shipping platform Custom ERP (via API) No integrations needed Other integrations not listed? How critical are integrations to your go-live decision? ★ Critical — we cannot go live without certain integrations Important — we want them but could start without Nice to have — manual workarounds acceptable initially Not applicable Existing Zoho Usage Currently using any Zoho apps? ★ Select…Yes — Zoho One (full suite)Yes — specific Zoho appsNo — Zoho Books would be our firstEvaluating Zoho as a whole platform If yes, which Zoho apps? Section 6 of 10 Data Migration Moving your existing financial records into Zoho Books Migration Do you need to migrate historical financial data? ★ Yes — full history (all years) Yes — last 12 months only Yes — opening balances only No — fresh start Not sure yet How many years of data to migrate? Select…1 year2 years3 years4–5 yearsMore than 5 yearsN/A Current data format Select…Excel / CSV filesQuickBooks exportSage exportERP export (SQL / XML)Paper records onlyMix of formats What records need to be migrated? Chart of accounts Opening balances Customer list + AR balances Vendor list + AP balances Historical invoices Historical bills Item / product catalogue Inventory stock levels How would you describe the quality of your current data? ★ Data quality directly affects migration cost and timeline Clean and well-structured — ready to export Mostly clean — minor issues to fix Messy — significant cleanup will be needed We do not know the state of our data Section 7 of 10 Training Needs Getting your team confident and productive on Zoho Books Training How many users need training? ★ Team's software experience level ★ Select…Advanced — experienced with ERP / accounting platformsIntermediate — familiar with basic accounting softwareBeginner — limited software experienceMixed — varies across team members Preferred training format ★ Live in-person (at your office) Live remote (Zoom / Teams) Recorded video (self-paced) Written manuals / SOPs Train-the-trainer model Preferred training language ★ Arabic English Arabic & English (bilingual) Roles / departments needing training Senior management Accounts payable team Accounts receivable team Inventory / warehouse team All staff — general training Section 8 of 10 Reporting Requirements Who needs what financial data, and how often Reporting Primary consumers of financial reports ★ Business owner / CEO CFO / Finance Director Board / investors Department managers External auditors Bank or lender Tax authorities Critical reports for your operations ★ Profit & Loss Statement Balance Sheet Cash Flow Statement AR ageing report AP ageing report Bank reconciliation report Budget vs. actual variance Department P&L Inventory / stock reports VAT return summary How often do you need reports? ★ Select…DailyWeeklyMonthlyQuarterlyAd hoc / on demand BI / analytics tool needed? Select…Yes — Zoho AnalyticsYes — Microsoft Power BIYes — Google Looker StudioYes — other toolNo — built-in reports sufficientNot sure yet Specific report format requirements? (Arabic, branded, etc.) Section 9 of 10 Timeline & Budget Go-live expectations and decision timeline Timeline Target go-live date ★ Decision timeline ★ Select…Immediately — within 2 weeksShort-term — within 1 monthMedium-term — 1–3 monthsPlanning ahead — 3–6 monthsNo fixed timeline Budget status ★ Select…Approved and confirmedPreliminary — flexiblePending proposal before approvalTo be determined by scope Approximate implementation budget Select…Under EGP 30,000EGP 30,000 – 80,000EGP 80,000 – 200,000Over EGP 200,000Prefer not to say Zoho Books plan interest Select…Standard (up to 3 users)Professional (up to 5 users)Premium (up to 10 users)Elite (multi-entity)Not sure — need guidance from Prospera Final decision-makers ★ Section 10 of 10 Ongoing Support Expectations Post go-live partnership and support preferences Support What ongoing support do you expect after going live? ★ Dedicated account manager Monthly check-in calls On-demand support Annual system health check Priority response SLA VAT returns / year-end support Additional training as team grows No ongoing support needed Preferred support channel ★ WhatsApp / phone call Email Ticketing / helpdesk portal On-site visits Video call (Zoom / Teams) Open to a monthly retainer arrangement? Select…Yes — strongly prefer thisMaybe — depends on scope and costNo — project-based onlyNot sure Internal IT support available? ★ Select…Yes — dedicated internal IT teamYes — part-time or shared IT resourceNo — rely entirely on ProsperaNo — rely on Prospera and accounting team Anything else we should know before preparing your proposal? ✓ Your Form is Complete Thank you for taking the time to fill out the Zoho Books discovery questionnaire. 01 Save as PDF Click the Print / Save PDF button below. When the print dialog opens, change the destination to "Save as PDF" (Chrome / Edge) or "Microsoft Print to PDF" (Windows). This creates a copy of all your answers. 02 Email to Prospera Attach your saved PDF to a new email and send it to the address below. We will review your responses and reply within 1–2 business days with a tailored proposal. ✉ ceo@prosperasuite.com Print / Save PDF