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

Top 5 alternatives to Zoho Books

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

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 & the Grenadines, Venezuela, British Virgin Islands, US Virgin Islands, Vietnam, Vanuatu, Wallis & Futuna, Samoa, Yemen, Mayotte, South Africa, Zambia, Zimbabwe

Supported Languages

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

Pricing starting from:

US$20.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Zoho Books

Images

Zoho Books Software - Zoho Books dashboard
Zoho Books Software - Zoho Books banking
Zoho Books Software - Zoho Books estimates
Zoho Books Software - Zoho Books reminders
Zoho Books Software - Zoho Books invoice creation
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Zoho Books video
Zoho Books Software - Zoho Books dashboard
Zoho Books Software - Zoho Books banking
Zoho Books Software - Zoho Books estimates
Zoho Books Software - Zoho Books reminders
Zoho Books Software - Zoho Books invoice creation

Features

Total features of Zoho Books: 83

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Approval Process Control
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Client Portal
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Customisable Invoices
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Visualisation
  • Electronic Payments
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Government
  • For Real Estate
  • For Small Businesses
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12
  • Mobile App
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Order Tracking
  • PO Reconciliation
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • 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 Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Trust Accounting
  • Vendor Management
  • Visual Analytics
  • Workflow Management

Alternatives

Xero

4.4
#0 Alternative to Zoho Books
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation,...

Holded

4.6
#1 Alternative to Zoho Books
Holded is a billing, invoicing & accounting platform for freelancers, businesses and accountants that helps manage...

FreshBooks

4.5
#2 Alternative to Zoho Books
FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on...

QuickBooks Desktop Pro

4.4
#3 Alternative to Zoho Books
QuickBooks Desktop Pro automates billing and invoicing in addition to work orders. Users can link bank accounts, define...

Reviews

Overall rating

4.4 /5
(517)
Value for Money
4.4/5
Features
4.2/5
Ease of Use
4.3/5
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 517
David
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Great Tool For Suite Users

Reviewed on 29/7/2019

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 Online

Reasons for Choosing Zoho Books

Better accessability, and price point for us.

Switched From

FreshBooks

Reasons for Switching to Zoho Books

Pricepoint and accessibility
Verified Reviewer
Overall rating
  • Industry: Civil Engineering
  • 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 9.0 /10

Zoho Books

Reviewed on 26/3/2022

My overall experience with Zoho has been pleasant. I can easily create invoice even on the go with...

My overall experience with Zoho has been pleasant. I can easily create invoice even on the go with my phone. I can quickly generate reports to check performance of the company and individual employees and I can track business expenses. The best part is also that I can easily link the app to my bank to reconcile what is in the bank with what is on Zoho book.

Pros

The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made.
I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee.

There is also an option for customers to pay online which makes it really easy to make payments.

In addition from the different modules you can customize fields to suit your needs at any point in time.

Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.

Cons

When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant.

When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios.

Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.

Alternatives Considered

QuickBooks Online Accountant

Reasons for Choosing Zoho Books

Wave suggested the switch since they were partners with Zoho. Wave stopped operating in my region.

Switched From

Wave Accounting

Reasons for Switching to Zoho Books

The ease of layout and migration from the software I was already using. Also the fact that I trusted the Wave accounting and them recommending Zoho to me just gave Zoho an ultimate advantage over other products.
Andre
Overall rating
  • 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 4.0 /10

They don't fix old issues

Reviewed on 1/8/2022

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.

Alternatives Considered

Quickbooks Online and Xero

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 Accounting

Reasons for Switching to Zoho Books

1 year free Zoho Books subscription offer through Wave Accounting to switch away from Wave.
Juliana
Overall rating
  • Industry: Food Production
  • 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 8.0 /10

Easy finances with Zoho Books

Reviewed on 16/10/2022

Zoho Books is helping us automate many processes that we do every day on our business, many tasks...

Zoho Books is helping us automate many processes that we do every day on our business, many tasks and many payments that we receive throughout the week. It is a software that is extremely helpful when it comes to setting up a workflow that will benefit our work environment, and it provides useful solutions to manage payments, invoices, and all the financial data that comes with it, it has made everything easier because we don't have to worry about manually processing every payment or manually creating and sending an invoice, with Zoho Books, all these things become simple and we are able to keep a directory with all the crucial information for payments and invoices.

Pros

Zoho Books is an accounting software that provides the best experience when automating the accounting workflow. It has a great variety of tools that help enhance the process and I like how once the data has been imported, it only takes a few clicks to process payments and other billing options. Also, the option to manage all invoices is pretty beneficial, it allows me to keep track of all the payments that clients need to make and it provides a place where I can keep track of these invoices every month and know how much people owe our business; thanks to this feature, it also allows me to process payments differently, because I can have all the data in this single place and it makes it easier to integrate with many payment options so everything is done quicker, providing a nice experience for both ourselves as a business and for our clients. I like that Zoho Books is very user-friendly and it was not difficult to import all the data in order to start using it.

Cons

I think that the customer support is lacking a lot, it feels like they keep trying to be responsive but still, they do take a lot of time to get back to you once reached out. I don't like this part of the software because it does not feel like I can fully rely on them for help.

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 14/1/2022

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 Desktop 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
Showing 5 reviews of 517 Read all reviews

Zoho Books FAQs

Below are some frequently asked questions for Zoho Books.

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 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, 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

Zoho Books offers the following support options:

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

Related categories

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