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

Markets

Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

Supported Languages

Chinese, Dutch, English, French, German and 5 others

Pricing starting from:

US$20.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Zoho Books Software - Zoho Books vendor portal
Zoho Books Software - Zoho Books mobile support
Zoho Books Software - Zoho Books reporting
Zoho Books Software - Zoho Books audit trails
Zoho Books Software - Zoho Books product details
View 6 more
Zoho Books video
Zoho Books Software - Zoho Books vendor portal
Zoho Books Software - Zoho Books mobile support
Zoho Books Software - Zoho Books reporting
Zoho Books Software - Zoho Books audit trails
Zoho Books Software - Zoho Books product details

Features

Total features of Zoho Books: 96

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Approval Process Control
  • Audit Trail
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • Cash Management
  • Cataloging/Categorization
  • Client Portal
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Cost Management
  • Customer Statements
  • Customizable Fields
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Government
  • For Legal Professionals
  • For Medical Purposes
  • For Real Estate
  • For Small Businesses
  • For Trucking Industry
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12
  • Mobile App
  • Mobile Payments
  • Multi-Company
  • Multi-Currency
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Online Time Tracking Software
  • Payment Processing
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchase Order Reconciliation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Sales Tax Management
  • Spend Management
  • Supplier Management
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Transaction Management
  • Trust Accounting
  • Vendor Management
  • Workflow Management

Alternatives

Vyapar

4.4
#1 Alternative to Zoho Books
Vyapar can be useful in a number of ways: Inventory tracking, Automate invoicing, Business reporting, Free payment...

Odoo

4.1
#2 Alternative to Zoho Books
Odoo Accounting helps you to manage your daily accounting easily and have a global view of the state of your business....

Sage 100

4.1
#3 Alternative to Zoho Books
Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies.

Quicken

3.9
#4 Alternative to Zoho Books
Quicken helps you to bring your accounts together and you will easily understand how much money you really have....

Reviews

Overall rating

4.4 /5
(635)
Value for Money
4.4/5
Features
4.2/5
Ease of Use
4.4/5
Customer Support
4.2/5

Already have Zoho Books?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 635
Rick
Rick
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Zoho Books has been our go to for invoicing for years

Reviewed on 22/03/2023

I started using Zoho Books many years ago and have used it ever since. It's been easy to use and...

I started using Zoho Books many years ago and have used it ever since. It's been easy to use and the customer service has been great whenever I need a little help. It's simple to create new invoices and it's what I always recommend to others. Every so often I try other services but always end up back at Zoho and all their different services.

Pros

I have been using a single template for years and it's made my life very easy. It even creates the invoice and reminds me to send it.

Cons

I wish Zoho Books would automatically send the invoice for me but it's not a big deal. I just really like automation whenever possible.

David
David
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Using ZOHO Books for invoicing and payments in US Dollars and Mexican Pesos

Reviewed on 14/01/2022

use it for all client invoices and payments
also use for all vendor payments and invoice tracking...

use it for all client invoices and payments
also use for all vendor payments and invoice tracking of accounts payable and recieveable

Pros

very easy interface with Zoho CRM and integration with online payment capabilities in both US Dollars and Mexican Pesos

Cons

the multi currency feature is sometimes glitchy in reports

Alternatives Considered

Best Movers CRM and QuickBooks Enterprise

Reasons for Choosing Zoho Books

more functionality

Reasons for Switching to Zoho Books

much easier interface and the integration with a partner CRM program within ZOHO
Cassi
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

It's easy to use but that's as far as it goes

Reviewed on 18/12/2018

The overall experience with Zoho Books has been disappointing. We were told that they were capable...

The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again.

If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Pros

It's easy to use if you're doing simple bookkeeping

Cons

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution.
If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks.
I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

Caroline
Caroline
Overall rating
  • Industry: Consumer Goods
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Organized and improved accounting

Reviewed on 02/05/2024

perfect to have a compliance with the company's accounting without overlooking something, it is...

perfect to have a compliance with the company's accounting without overlooking something, it is really easy to use and it improved my progress at work

Pros

Zoho Books has allowed us to improve in the accounting area, having a perfect administration of expenses, accounts, invoices, payments and other tasks to be carried out, it manages a magnificent online accounting function, keeping all the payment reports up to date without forgetting invoices or payments to make, it is a very complete platform with its tools.

Cons

In my personal opinion, it is a perfect platform that there is nothing to improve or change.

Verified Reviewer
Overall rating
  • Industry: Education Management
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

"Zoho Books"; Accounting made easy.

Reviewed on 19/12/2020

I have been in the field of finance and accounting for quite a couple of time now and have tested...

I have been in the field of finance and accounting for quite a couple of time now and have tested many accounting softwares. I finally landed on Zoho Books and my experience with this software is amazingly outstanding in its results and ease of use.

Pros

It's very effective and efficient in its operations. Zoho Books perform splendid task as expected.

The BRS statement is also an amazing feature I enjoy mostly on this software as it prints clearly all required details as expected.

Cons

For the fact that the little shortcomings are prevalent regarding the usage of this software, its benefits cannot be outweighed.
The only problem i think is with this software is for the fact that you must be familiar with the accounting terms as a new user to be able to effectively use the function to the fullest benefits.
A learning or help pop ups when added to the features will be of help especially to new users

Showing 5 reviews of 635 Read all reviews

Zoho Books FAQs

Below are some frequently asked questions for Zoho Books.

Zoho Books offers the following pricing plans:

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.

Zoho Books has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Zoho Books supports the following languages:

Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish

Zoho Books supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

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

Zoho Books offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Zoho Books.