About Zoho Books
Zoho Books is a smart online accounting software designed to help businesses streamline their back office operations, automate business workflows, and help securely collaborate with accountants online. It is designed for all business sizes, from small businesses to large enterprises, and can be used by services, consulting, and marketing companies. The accounting solution offers a range of features including cash flow management, invoicing, including one-off or recurring invoice generation, balance sheet management, inventory management, purchase order management, expense tracking, automated workflow creation, and much more.
With the inventory feature, retail businesses can keep track of their stock and make smart purchase decisions. Zoho Books allows users to invoice their clients in their currency and it's also available in 11 languages.Using Zoho as an accounting tool, businesses can gain a clear picture of how much money their business is generating. Users can manage customers and invoice them either online or by mail, automate recurring invoices, set up payment reminders and payment thank-you notes, and get paid faster with online payment gateways. Businesses can manage and control expenses and cash outflow with Zoho Books and record invoices and commitments for purchases, services, and even for reimbursable expenses like client travel.
With Zoho Books accounting software, users can share -or delegate- accounting duties to anyone in the organization, but set different permissions for employees. Get professional help with accounting by easily sharing your books with your accountant or financial advisor. Record and monitor bank and credit card transactions like deposits, fund transfers, checks, expenses, credits, and refunds. Easily reconcile them with bank and credit card statements. Zoho Books facilitates integration with other Zoho apps including Zoho Sign, Zoho CRM, Zoho Inventory, Zoho Analytics, and more, as well as third party solutions such as PayPal, Stripe, G Suite, Dropbox, Slack, and more.
Pricing starting from:
US$20.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of Zoho Books
* Unlimited invoicing
* Recording and tracking bills from vendors
* Expense tracking
* Recording & monitoring bank/credit card transactions
* Reconciling bank and credit card accounts
* Full fledged multiple currency support
* Receiving online payments from customers
* Managing contacts – customers and vendors
* Financial reports – Tax Reports, Trial Balance, Profit & Loss, Balance Sheet, etc.
* Multi-user support and data access to your accountant
* Customizable templates and snail mailing of invoice and quotes
*Client Portal for users
*Purchase Order
*Calendar view of timesheets
*Weekly timesheet
*Upload Expense Receipt
*Attach files to Invoices and Bills
*Dashboard for quick insights
*Attach unbilled projects and expenses while creating invoices.
*REST APIs
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Pricing starting from:
US$20.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Zoho Books: 97
Alternatives
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Odoo
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Reviews
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- Industry: Management Consulting
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Intuitive and comprehensive accounting software, ideal for small businesses
Reviewed on 07/03/2022
Excellent software - use it daily to keep my records up to date, invoice customers and process...
Excellent software - use it daily to keep my records up to date, invoice customers and process payments. Couldn't recommend it more highly.
Pros
Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.
Cons
Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.
- Industry: Arts & Crafts
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Very powerful accounting platform
Reviewed on 22/05/2023
Zoho Books is helping our small business with financial reporting and keeping track of our income...
Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses. Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes this a valuable product for our business that saves time and money.
Pros
Zoho Books is an excellent option for your company's bookkeeping and accounting. Invoicing and billing is done in the dashboard, reporting on income, expenditure and payables are separated and even financial reconciliations can be actioned automatically. You can create Price Lists easily to share to your customers based on your products/services you are selling.Financial reports are done automatically so you don't have to do a manual recon every month.
Cons
There are limitations in terms of online payment gateways depending on your country of origin, but they do offer all major gateways.Invoice templates are basic but it does provide all the relevant information that you need.
- Industry: Investment Banking
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Zoho Books review use
Reviewed on 22/10/2023
Pros
Zoho Books helps manage businesses better and automate workflow which saves a lot of time. I like the fact that it has a free and paid version
Cons
Customer support is not at all professional, often very long and their advice misunderstood.
- Industry: Telecommunications
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
RUN do not walk way from this product!
Reviewed on 27/04/2021
I would rather deal with the IRS, Comcast and AT&T all at once than this company.
I would rather deal with the IRS, Comcast and AT&T all at once than this company.
Pros
Zoho has been a constant and ongoing headache since switching 3 years ago. Since then it has been an ongoing everyday headache. Support simply does not exist with this company. Support articles are 10 years old and do reflect the current software.
Cons
Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
From free to paid subscription
Reviewed on 11/09/2023
Overall I liked the experience since we deal in both retail & software industry in one account...
Overall I liked the experience since we deal in both retail & software industry in one account itself.
Pros
The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is stored locally in the system.
Cons
Nothing to complain as such, but you can say demo or training is necessary extensively to use the application in more productive way.
Alternatives Considered
QuickBooks Desktop EnterpriseZoho Books FAQs
Below are some frequently asked questions for Zoho Books.Q. What type of pricing plans does Zoho Books offer?
Zoho Books offers the following pricing plans:
- Starting from: US$20.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Start with the 14-day free trial and later subscribe to a plan that fits your business needs. Zoho Books is available in 6 plans: Free - $0, for businesses with turnover <50K USD per annum. Standard - $15 per organization, per month, billed annually. Professional - $40 per organization, per month, billed annually. Premium - $60 per organization, per month, billed annually. Elite - $120 per organization, per month, billed annually. Ultimate - $240 per organization, per month, billed annually.
Q. Who are the typical users of Zoho Books?
Zoho Books has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Zoho Books support?
Zoho Books supports the following languages:
Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish
Q. Does Zoho Books support mobile devices?
Zoho Books supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Zoho Books integrate with?
Zoho Books integrates with the following applications:
2Checkout, Avalara, Box, Braintree, CSG Forte, Dropbox Business, Entryless, Evernote Teams, Google Drive, Google Workspace, Microsoft 365, OneDrive, PayPal, Slack, Square Point of Sale, Stripe, Twilio, Worldpay, Zapier, Zoho Analytics, Zoho Billing, Zoho CRM, Zoho Docs, Zoho Expense, Zoho Flow, Zoho Inventory, Zoho Invoice, Zoho People, Zoho Projects, Zoho Sign, authorize.net
Q. What level of support does Zoho Books offer?
Zoho Books offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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