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$15.00/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
Devices
Business size
Markets
Andorra, United Arab Emirates, Afghanistan, Antigua & Barbuda, Anguilla, Albania, Armenia, Curaçao, Angola, Argentina, American Samoa, Austria, Australia, Aruba, Åland Islands, Azerbaijan, Bosnia & Herzegovina, Barbados, Bangladesh, Belgium, Burkina Faso, Bulgaria, Bahrain, Burundi, Benin, Bermuda, Brunei, Bolivia, Brazil, Bahamas, Bhutan, Botswana, Belarus, Belize, Canada, Congo - Kinshasa, Central African Republic, Congo - Brazzaville, Switzerland, Cook Islands, Chile, Cameroon, China, Colombia, Costa Rica, Cuba, Cape Verde, Cyprus, Czechia, Germany, Djibouti, Denmark, Dominica, Dominican Republic, Algeria, Ecuador, Estonia, Egypt, Eritrea, Spain, Ethiopia, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, Gabon, United Kingdom, Grenada, Georgia, French Guiana, Guernsey, Ghana, Gibraltar, Greenland, Gambia, Guinea, Guadeloupe, Equatorial Guinea, Greece, Guatemala, Guam, Guinea-Bissau, Guyana, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Indonesia, Ireland, Israel, Isle of Man, India, Iraq, Iran, Iceland, Italy, Jersey, Jamaica, Jordan, Japan, Kenya, Kyrgyzstan, Cambodia, Kiribati, Comoros, St. Kitts & Nevis, South Korea, Kuwait, Cayman Islands, Kazakhstan, Laos, Lebanon, St. Lucia, Liechtenstein, Sri Lanka, Liberia, Lesotho, Lithuania, Luxembourg, Latvia, Libya, Morocco, Monaco, Moldova, Montenegro, St. Martin, Madagascar, Marshall Islands, North Macedonia, Mali, Myanmar (Burma), Mongolia, Macao SAR China, Northern Mariana Islands, Martinique, Mauritania, Montserrat, Malta, Mauritius, Maldives, Malawi, Mexico, Malaysia, Mozambique, Namibia, New Caledonia, Niger, Norfolk Island, Nigeria, Nicaragua, Netherlands, Norway, Nepal, Nauru, New Zealand, Oman, Panama, Peru, French Polynesia, Papua New Guinea, Philippines, Pakistan, Poland, St. Pierre & Miquelon, Puerto Rico, Palestinian Territories, Portugal, Palau, Paraguay, Qatar, Réunion, Romania, Serbia, Russia, Rwanda, Saudi Arabia, Solomon Islands, Seychelles, Sudan, Sweden, Singapore, St. Helena, Slovenia, Svalbard & Jan Mayen, Slovakia, Sierra Leone, San Marino, Senegal, Somalia, Suriname, São Tomé & Príncipe, El Salvador, Syria, Eswatini, Turks & Caicos Islands, Chad, Togo, Thailand, Tajikistan, Timor-Leste, Turkmenistan, Tunisia, Tonga, Turkey, Trinidad & Tobago, Tuvalu, Taiwan, Tanzania, Ukraine, Uganda, United States, Uruguay, Uzbekistan, Vatican City, St. Vincent & Grenadines, Venezuela, British Virgin Islands, US Virgin Islands, Vietnam, Vanuatu, Wallis & Futuna, Samoa, Yemen, Mayotte, South Africa, Zambia, Zimbabwe and 225 others
Supported Languages
Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish and 5 others
Pricing starting from:
US$15.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Zoho Books: 70
- ACH Payment Processing
- API
- Account Reconciliation
- Accounting
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Audit Trail
- Bank Reconciliation
- Billable Items Tracking
- Billing & Invoicing
- Cash Management
- Client Portal
- Compliance Management
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Core Accounting
- Customisable Invoices
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Templates
- Electronic Payments
- Estimating
- Expense Tracking
- Financial Analysis
- Financial Management
- For Government
- For Private Schools
- For Special Education
- General Ledger
- Income & Balance Sheet
- Inventory Management
- Inventory Tracking
- Invoice History
- Invoice Management
- Invoice Processing
- K-12
- Mobile App
- Monitoring
- Multi-Company
- Multi-Currency
- Nonprofits
- Online Invoicing
- Online Payments
- Order Tracking
- Profit/Loss Statement
- Project Accounting
- Project Billing
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- SSL Security
- Sales Tax Management
- Spend Management
- Supplier Management
- Task Management
- Tax Management
- Time & Expense Tracking
- Timesheet Management
- Two-Factor Authentication
- Workflow Management
Alternatives
Quickbooks Online
Wave Accounting
FreshBooks
Xero
Reviews
Already have Zoho Books?
Software buyers need your help! Product reviews help the rest of us make great decisions.
Write a Review!
- Industry: Information Technology & Services
- Company size: 2-10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Collaboration
Reviewed on 9/10/2019
Great experience although after 2 years we are still learning, it is good for indian accounting...
Great experience although after 2 years we are still learning, it is good for indian accounting system
Pros
The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful
Cons
I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers
- Industry: Retail
- Company size: 2-10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
great option for accounting software
Reviewed on 17/11/2020
There's been a little bit of a learning curve - there are a few things that are just done a little...
There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.
Pros
It does everything that I need it to do, and for far less than it's competition.
Cons
There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.
Reasons for Choosing Zoho Books
Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features - though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I'd expect it to.Reasons for Switching to Zoho Books
Functionality and cost. I used Quickbooks-Desktop for years, but the online software that's been developed more recently has too many advantages to keep using it. I also used Xero for a few years, and liked a lot of features - but it seemed geared for a different kind of business and lacked a few things I needed. Then I tried Quickbooks Online - it was barely within my budget, but I liked the features - but then they increased the price (significantly) after only one year of using it. But Zoho has really fit the bill - all the functionality I need, and at a price that's just a fraction of QBO's.
- Industry: Industrial Automation
- Company size: 11-50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Super easy, integrates with Zoho inventory in seconds
Reviewed on 9/10/2021
Zoho books allow us to setup customer invoicing, and particularly recurring ones, in a breeze. The...
Zoho books allow us to setup customer invoicing, and particularly recurring ones, in a breeze. The stripe integration works great, we have saved tons of time creating invoices and reminding about outstanding payments..
Pros
Ease of use, the option for free account which is great for those first month's with few invoices, recurring invoices, smooth integration with Zoho inventory
Cons
All is great, we have all functionality we need so far
Alternatives Considered
FreshBooksReasons for Switching to Zoho Books
Free version available- 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.
- Industry: Industrial Automation
- 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 9.0 /10
Smart Accounting Software Built for Business
Reviewed on 16/9/2021
My overall experience with Zoho Books is good and I've been using it for the past three years and...
My overall experience with Zoho Books is good and I've been using it for the past three years and have recommended it to a number of clients.
Pros
-Zoho Books is an easy-to-use accounting app which displays all your financial information in a simple
format and a person with less or no knowledge of accounting can also use it.
-Zoho Books eliminates the need to manually enter data, lowering the risk of errors.
-With access control and audit trails, Zoho Books ensures data integrity and gives you complete control
over your business data.
-GST compliance is automatic with Zoho Books. The Government of India has named it the Best App in
the Business Category.
-Zoho Books integrates with other business applications, allowing you to access and work with your data
from a single place. Integrations are available with Zoho People, Zoho CRM, Zoho Projects, Zoho Reports,
and more.
-Zoho Books creates professional reports automatically to help you communicate your data effectively.
You can also personalize reports by filtering and organizing them to your preferences.
-Zoho Books saves all of your financial information in the cloud, where it can be quickly restored, so you
never have to worry about losing data.
Cons
-The app is appropriate for small and medium-sized businesses. It is incapable of managing complex
corporate processes.
- On weekends (Saturday & Sunday), the support crew is not available to help clients with their problems.
-The software doesn’t allow you to import contacts from your social media sites. It allows you to build
your client details through the inbuilt mail feature.
-There is no budgeting feature available.
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$15.00/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+
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
Related categories
See all software categories found for Zoho Books.
