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.

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

S M L

Markets

Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

Supported Languages

Chinese, Dutch, English, French, German and 5 others, Italian, Japanese, Portuguese, Spanish, Swedish

Images

Zoho Books dashboard
Zoho Books banking
Zoho Books estimates
Zoho Books reminders
Zoho Books invoice creation
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Zoho Books video
Zoho Books screenshot: Zoho Books dashboard Zoho Books screenshot: Zoho Books banking Zoho Books screenshot: Zoho Books estimates Zoho Books screenshot: Zoho Books reminders Zoho Books screenshot: Zoho Books invoice creation

Features

Total features of Zoho Books: 78

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • Accrual Accounting
  • Audit Trail
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Cash Management
  • Categorization/Grouping
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Cost Estimating
  • Customizable Fields
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Document Templates
  • Electronic Payments
  • Email Invitations & Reminders
  • Estimating
  • Expense Tracking
  • Financial Analysis
  • Financial Management Software
  • For Government
  • For Private Schools
  • For Special Education
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management Software
  • Inventory Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12 Software
  • Monitoring
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Order Tracking
  • Prioritization
  • Profit/Loss Statement
  • Project Accounting Software
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Sales Orders
  • Sales Tax Management
  • Spend Management Software
  • Supplier Management
  • Task Management Software
  • Tax Management Software
  • Template Management
  • Time & Expense Tracking
  • Timesheet Management
  • Two-Factor Authentication
  • Workflow Management Software

Alternatives

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QuickBooks Online Advanced

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#3 Alternative to Zoho Books
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Quickbooks Online

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Reviews

Overall rating

4.4 /5
(424)
Value for Money
4.4/5
Features
4.2/5
Ease of Use
4.3/5
Customer Support Software
4.2/5

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Showing 5 reviews of 424
Deepak B.
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 Software
  • Likelihood to recommend 10.0 /10

Great Collaboration

Reviewed on 2019-10-09

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

Bob M.
Overall rating
  • Industry: Retail
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

great option for accounting software

Reviewed on 2020-11-17

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.

Cassi H.
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 Software
  • Likelihood to recommend 2.0 /10

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

Reviewed on 2018-12-18

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.

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 Software
  • Likelihood to recommend 10.0 /10

"Zoho Books"; Accounting made easy.

Reviewed on 2020-12-19

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

Eric Y.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Other for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Great Product For Those Who Know Accounting

Reviewed on 2020-10-19

My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because...

My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Pros

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Cons

I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.

Showing 5 reviews of 424 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$15.00/month
  • Pricing model: 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 3 plans: Standard - $15 per organization, per month, billed annually. Professional - $40 per organization, per month, billed annually. Premium - $60 per organization, per month, billed annually.

We do not have any information about Zoho Books features

Zoho Books has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

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, Dropbox Business, Entryless, Evernote Business, Forte Payment Systems, 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 Software, Phone Support, Chat

Related categories

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