Hello ZB Community:

I've been using Zoho Books after migrating from Quickbooks for about a year. I enjoy the visual experience and the power of the tool, but I'm always questioning if I'm doing the right thing to make use of Zoho Books. Since I'm largely a one-man shop, speed of "doing the books" is very important to me.

Currently, my workflow looks like this:

1. Website Orders generate PayPal payments

2. Create a Customer Payment from the "Banks" view of Zoho Books for the PayPal transaction feed

3. Generate an invoice in Zoho Books, setting Customer Name, Tax Requirement, Date, Items, and Shipping

4. Save as "Draft"

5. Apply Existing Customer Payment

This currently takes 1.5-2 minutes per transaction.

I'm curious if anyone has workflow optimization suggestions, or ideally automation suggestions for what I'm doing. I admit, I'm not a trained accountant, and and very new to this process. I won't be offended by any suggestion - I'm admitting I'm dumb and am looking to the experts.

Many thanks