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

• Recording and tracking bills from vendors, expense tracking and recording and monitoring bank/credit card transactions
• Reconciling bank and credit card accounts, multiple currency support, receiving online payments from customers and managing customer and vendor contacts
• Financial reports –tax reports, trial balance, profit and loss, balance sheet, etc.
• Multi-user support, customizable templates and snail mailing of invoice and quotes
• Client portal for users, purchase orders, calendar view of timesheets, weekly timesheets
• Users can upload expense receipts, attach files to invoices and bills and a dashboard for 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 - See the details of your income and expenditure. The dashboard shows you your total receivables, sales, top expenses and more at a glance.
Zoho Books Software - Zoho Books makes invoicing and managing receivables effortless. Send customized statements to your clients and receive payment in multiple currencies with our accounting software.
Zoho Books Software - Eliminate the risk of processing incorrect transactions by validating and approving them before invoicing your customers.
Zoho Books Software - Connect your bank accounts, fetch your bank transactions, categorize, and reconcile your accounts with ease.
Zoho Books Software - Turn data into information with Zoho Books. View dashboards, reports and charts covering all your receivables, payables, inventory and more. Use your report data to make inferences and create robust, up-to-date business plans.
Zoho Books Software - Keep track of every billable minute with timesheets and turn time into money.
Zoho Books Software - Generate bills to track the payments you owe to your vendors.
Zoho Books Software - Zoho Books is integrated with popular payment gateways and provides a hassle-free environment for collecting online payments from your customers.
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Zoho Books video
Zoho Books Software - See the details of your income and expenditure. The dashboard shows you your total receivables, sales, top expenses and more at a glance.
Zoho Books Software - Zoho Books makes invoicing and managing receivables effortless. Send customized statements to your clients and receive payment in multiple currencies with our accounting software.
Zoho Books Software - Eliminate the risk of processing incorrect transactions by validating and approving them before invoicing your customers.
Zoho Books Software - Connect your bank accounts, fetch your bank transactions, categorize, and reconcile your accounts with ease.
Zoho Books Software - Turn data into information with Zoho Books. View dashboards, reports and charts covering all your receivables, payables, inventory and more. Use your report data to make inferences and create robust, up-to-date business plans.
Zoho Books Software - Keep track of every billable minute with timesheets and turn time into money.
Zoho Books Software - Generate bills to track the payments you owe to your vendors.
Zoho Books Software - Zoho Books is integrated with popular payment gateways and provides a hassle-free environment for collecting online payments from your customers.

Features

Total features of Zoho Books: 93

  • ACH Payment Processing
  • API
  • 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
  • Catalog Management
  • Client Portal
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Cost Management
  • Customer Statements
  • Customisable Invoices
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Security
  • Data Visualisation
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Legal Professionals
  • For Medical Purposes
  • For Real Estate
  • For Small Businesses
  • For Trucking Industry
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12
  • Mobile App
  • Mobile Payments
  • Multi-Company
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Online Time Tracking Software
  • Payment Processing
  • Payment Reconciliation
  • 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

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Quicken

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Reviews

Overall rating

4.4 /5
(654)
Value for Money
4.4/5
Features
4.3/5
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 654
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 2/5/2024

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.

Darren
Overall rating
  • Industry: Import & Export
  • 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

Powerful and Invaluable tool at an incredible price

Reviewed on 12/10/2023

We love Zoho ability to access from anywhere and allows a business owner to monitor things even...

We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site. The ease of use and consistency makes it very easy for training purposes and day to day use.

Pros

We love the way you can add further modules and expand into other areas like inventory with ease. The support is fast and efficient with a positive outcome every time. The consistency through every module bill s, invoicing, purchasing makes it a breeze to operate.

Cons

The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as some screens use a keyword search which is easy and fast to locate the information.

Alternatives Considered

QuickBooks Online

Reasons for Choosing Zoho Books

Lack on consistency with previous product and even doing the slightest thing seemed over complicated.

Switched From

PowerQuote

Reasons for Switching to Zoho Books

With the ability to integrate other modules was vital to us. The product had more vital features like re occurring invoices and billing. Stock control was important and a lot of other products don't have this ability alongside things like project managment.
Verified Reviewer
Overall rating
  • Industry: Machinery
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Basic Invoicing and Overview tool

Reviewed on 3/6/2024

Pros

It is basic and does not have too many features. It is included in the overall Zoho system.

Cons

Templates are limited and creating invoices in various languages is problematic to setup.

Michael
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

Zoho Books Works

Reviewed on 28/10/2024

Positive, team can keep track of client status

Positive, team can keep track of client status

Pros

Easily tracks client communication and invoicing

Cons

does not integrate easily with Microsoft Office suite

Haythum
Overall rating
  • Industry: Computer Networking
  • 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

Zoho Books review

Reviewed on 30/7/2023

Since more than 4 years of using Zoho Books it's fantastic and positive experience

Since more than 4 years of using Zoho Books it's fantastic and positive experience

Pros

Zoho Books integrates with other Zoho applicationsZoho Books has an easy interface that makes it easy to navigate and use itStrong financial management capabilities

Cons

in Zoho Books can't customize more advanced financial reportsZoho Books is more costly compared to other accounting software specially when advanced features are needed

Showing 5 reviews of 654 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, Payoneer, Slack, Square Point of Sale, Stripe, Tax1099.com, Twilio, Worldpay for Enterprise, Yearli, Zapier, Zoho Analytics, Zoho Billing, Zoho CRM, 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.