
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
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Features
Total features of Zoho Books: 86
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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 29/7/2019
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 OnlineReasons for Choosing Zoho Books
Better accessability, and price point for us.Switched From
FreshBooksReasons for Switching to Zoho Books
Pricepoint and accessibility- Industry: Electrical/Electronic Manufacturing
- Company size: 1,001–5,000 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Zoho Books: An efficient and user-friendly accounting software.
Reviewed on 6/5/2023
As an IT intern at the university, I had the opportunity to use Zoho Books for financial management....
As an IT intern at the university, I had the opportunity to use Zoho Books for financial management. Overall, I found the software to be user-friendly and offering a great deal of useful features, such as invoice management and expense tracking. Additionally, I really liked the integration of Zoho Books with other Zoho services, such as CRM and Human Resources, which made collaboration and project management easier.
Pros
Zoho Books is an online accounting and invoicing software that offers a wide range of features at an affordable price. With this tool, users can manage invoices, payments, expenses, and time tracking all in one integrated platform. Zoho Books also offers integration with other Zoho services, such as CRM and Human Resources, which makes collaboration and project management easier. Additionally, the software allows for task automation and customization of templates and workflows, increasing efficiency and saving time in financial management.
Cons
Despite the extensive feature set that Zoho Books provides, some users can find the user interface to be too complex, and it might take some time to become accustomed to all the possibilities. In addition, integration with third-party services may be limited compared to other popular accounting software and more economical plans might not include certain sophisticated capabilities like inventory management and budgeting.
- 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 27/4/2021
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: Accounting
- Company size: 501–1,000 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
review zoho Books
Reviewed on 5/7/2023
Very good experience, I am really excited
Very good experience, I am really excited
Pros
It facilitates the work of financial flows, and it also facilitates the work of reports and follow-up of the business. It is very good
Cons
No, not in the form Because I really like this program
- Industry: Marketing & Advertising
- Company size: 10,000+ Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Comprehensive Review of Zoho Books: The All-in-One Accounting Solution
Reviewed on 2/2/2023
Overall, the experience with Zoho Books is generally positive. The software is well-designed,...
Overall, the experience with Zoho Books is generally positive. The software is well-designed, user-friendly, and provides a range of features to support accounting and financial management. The integrations with other Zoho apps and tools are a big plus for businesses that already use Zoho products. The mobile app is also a useful feature for businesses that need to access financial information on the go.
Pros
I liked the following features of Zoho BooksUser-friendly interface with quick access to important featuresIntegrations with Zoho apps and third-party toolsAutomated invoicing and payment trackingMulti-currency supportBudgeting and financial reportingMobile app availableAffordable pricing, including a free planStrong customer support.
Cons
Along with Pros, these are the limitations I faced:Limited inventory management featuresLack of advanced project management featuresBasic time tracking functionalitySome features can be confusing for new usersLimited integrations compared to other accounting softwareLimited customization options for invoices and other forms.
Reasons for Switching to Zoho Books
Its worth considering that we chose Zoho Books over alternative products due to its user-friendly interface, integrations with other Zoho apps, affordable pricing, and strong customer support. Additionally, the software's focus on automating invoicing and payment tracking is a major selling point for businesses looking to streamline these processes.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, 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, 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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