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: 84
Alternatives
Productive
Zoho Invoice
TallyPrime
QuickBooks Desktop Enterprise
Reviews
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- Industry: Computer Software
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Great Tool For Suite Users
Reviewed on 29/07/2019
We are running all of our books for our small business with Zoho Books. It is simple to sync bank...
We are running all of our books for our small business with Zoho Books. It is simple to sync bank accounts and credit card accounts, and quickly categorize expenses, and run reports. Pleased with results.
Pros
Very simple to categorize funds, connectivity with other tools in Zoho Suite.
Cons
Anytime a new vender is updated to an expense item, the screen needs to be reloaded and refreshed before that same vender can be selected for another item.
Alternatives Considered
Quickbooks OnlineReasons for Choosing Zoho Books
Better accessability, and price point for us.Switched From
FreshBooksReasons for Switching to Zoho Books
Pricepoint and accessibility- Industry: Insurance
- Company size: 51–200 Employees
- Used Monthly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Accounting and taxing for all managers of business made so easy
Reviewed on 12/03/2023
Pros
accounting software for all, am able to manage customer invoices either online or by mails, i like the ability to automate recharging invoices and sitting up payment reminders through online payment gateways its really good for me
Cons
it limits vendors list and once reached you have to pay additional amount first and its very difficult to learn basically how to handle accounts and invoices.
- Industry: Information Technology & Services
- 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 4.0 /10
They don't fix old issues
Reviewed on 01/08/2022
There are a lot of outstanding problems that users have notified them about and I continuously see...
There are a lot of outstanding problems that users have notified them about and I continuously see people bringing up the same problems years after they were first brought to the attention of the developers.
Pros
It was relatively easy to switch from the previous accounting software.
Cons
They do not fix old issues unless they are critical to the functioning of the software.
Reasons for Choosing Zoho Books
Because Wave was bought by H&R Block and they decided NOT to support anyone outside of the USA anymore.Switched From
Wave AccountingReasons for Switching to Zoho Books
1 year free Zoho Books subscription offer through Wave Accounting to switch away from Wave.- Industry: Computer Software
- Company size: 2–10 Employees
- Used Weekly 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
All in one online accounting software.
Reviewed on 23/11/2022
Learned a lot for managing our transactions, keeping records, viewing various financial reports but...
Learned a lot for managing our transactions, keeping records, viewing various financial reports but this software helped me with all. We're absolutely loving it now.
Pros
Its free tier and that it is an online tool.
Cons
Documentation is a bit unclear for people new to managing finances.
Alternatives Considered
TallyPrime- Industry: Computer Software
- Company size: 51–200 Employees
- Used Monthly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 9.0 /10
Zoho Books has a lot of very useful features
Reviewed on 27/02/2023
Overall I am very happy to use Zoho Books. As I am more productive after started using this. It is...
Overall I am very happy to use Zoho Books. As I am more productive after started using this. It is saving me a lot of time around accounting and Invoicing.
Pros
I mostly like the Invoice creation and Expense tracking part of Zoho books. Without having much knowledge we can easily start using Zoho Books.I am also using it for the accounting purpose of my business and it provides a lot of options for reporting that are very helpful to get the business analysis.
Cons
Nothing at the moment. It working very well for me.
Zoho 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 View Pricing Plans
- 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 4 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.
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, Authorize.Net, 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 CRM, Zoho Docs, Zoho Expense, Zoho Flow, Zoho Inventory, Zoho Invoice, Zoho People, Zoho Projects, Zoho Sign, Zoho Subscriptions
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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