Zoho Books Overview
What is 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.
Zoho Books Overview
Pricing
Pricing options
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:
Basic - $9 per organization, per month or $90 per organization, per year.
Standard - $19 per organization, per month or $190 per organization, per year.
Professional - $29 per organization, per month or $290 per organization, per year.
Zoho Books Features
Media
Zoho Books Reviews
Zoho Books Reviews
Great Collaboration
Great experience although after 2 years we are still learning, it is good for indian accounting system
Great Product For Those Who Know Accounting
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.
"Zoho Books"; Accounting made easy.
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.
It's easy to use but that's as far as it goes
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.
great option for accounting software
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.
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Great Collaboration
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
Great Product For Those Who Know Accounting
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.
"Zoho Books"; Accounting made easy.
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
It's easy to use but that's as far as it goes
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.
great option for accounting software
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.
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Zoho Books Pricing
Zoho Books Pricing
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:
Basic - $9 per organization, per month or $90 per organization, per year.
Standard - $19 per organization, per month or $190 per organization, per year.
Professional - $29 per organization, per month or $290 per organization, per year.
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:
Basic - $9 per organization, per month or $90 per organization, per year.
Standard - $19 per organization, per month or $190 per organization, per year.
Professional - $29 per organization, per month or $290 per organization, per year.
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Zoho Books Features
Zoho Books Features
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Categories
Categories
Additional information for Zoho Books
Additional information for Zoho Books
Key features of Zoho Books
- Accountant reports: trial balance, general ledger, and more
- Accounting and tax
- Add tasks and assign project members
- Auto charges
- Automate banking
- Automated banking
- Automatic bank feeds
- Bank rules
- Chart of accounts
- Collaborative client portal
- Connect bank and credit card accounts
- Contact database
- Convert sales orders to purchase orders if stocks are low
- Create multiple purchase orders
- Create sales reports
- Credit notes
- Document management
- Exhaustive reports
- Expense tracking
- Generate invoices
- Invoice templates
- Keep track of customer orders
- Log hours and invoicing projects
- Log time via mobile phone
- Manual journals
- Match automated feeds with transactions
- Mobile apps
- Multi-country
- Multi-currency
- Online payments
- P&L (profit & loss), balance sheet, and cash flow statement
- PayPal, PayPal Payflow, and Authorize.net integrations
- Payment reminders
- Payment thank you notes
- Prepare financial statements
- Produce purchase reports
- Profit and loss (P&L)
- Project time tracking
- Real time reporting
- Real-time inventory tracking
- Record transactions for expense and deposit
- Recurring invoices
- Recurring tasks & billing
- Reporting
- Role-based access
- SSL security
- Sales tax reports
- Send quotes or estimates
- Timesheets
- Track reimbursable expenses
- Two-factor authentication
- Workflow management
Benefits
* 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
Zoho Books FAQs
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: $9.00/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: Basic - $9 per organization, per month or $90 per organization, per year. Standard - $19 per organization, per month or $190 per organization, per year. Professional - $29 per organization, per month or $290 per organization, per year.
Q. What are the main features of Zoho Books?
Zoho Books offers the following features:
- Accountant reports: trial balance, general ledger, and more
- Accounting and tax
- Add tasks and assign project members
- Auto charges
- Automate banking
- Automated banking
- Automatic bank feeds
- Bank rules
- Chart of accounts
- Collaborative client portal
- Connect bank and credit card accounts
- Contact database
- Convert sales orders to purchase orders if stocks are low
- Create multiple purchase orders
- Create sales reports
- Credit notes
- Document management
- Exhaustive reports
- Expense tracking
- Generate invoices
- Invoice templates
- Keep track of customer orders
- Log hours and invoicing projects
- Log time via mobile phone
- Manual journals
- Match automated feeds with transactions
- Mobile apps
- Multi-country
- Multi-currency
- Online payments
- P&L (profit & loss), balance sheet, and cash flow statement
- PayPal, PayPal Payflow, and Authorize.net integrations
- Payment reminders
- Payment thank you notes
- Prepare financial statements
- Produce purchase reports
- Profit and loss (P&L)
- Project time tracking
- Real time reporting
- Real-time inventory tracking
- Record transactions for expense and deposit
- Recurring invoices
- Recurring tasks & billing
- Reporting
- Role-based access
- SSL security
- Sales tax reports
- Send quotes or estimates
- Timesheets
- Track reimbursable expenses
- Two-factor authentication
- Workflow management
Q. Who are the typical users of Zoho Books?
Zoho Books has the following typical customers:
Small Business, Large Enterprises, Freelancers, Mid Size Business
Q. What languages does Zoho Books support?
Zoho Books supports the following languages:
Chinese (Simplified), Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish
Q. Does Zoho Books support mobile devices?
Zoho Books supports the following devices:
Android, iPhone, iPad
Q. What other apps does Zoho Books integrate with?
Zoho Books integrates with the following applications:
Akita, Bitium, Google Drive, Pepperi, Zoho Analytics, Zoho Creator, Zoho Expense, Zoho Inventory, Zoho Invoice, Zoho Subscriptions
Q. What level of support does Zoho Books offer?
Zoho Books offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
Great experience although after 2 years we are still learning, it is good for indian accounting system