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:

$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

Markets

Afghanistan, Albania, Algeria, American Samoa, Andorra and 225 others

Supported Languages

Chinese, Dutch, English, French, German and 5 others

Pricing starting from:

$20.00/month

  • Free Version
  • Free Trial
  • Subscription

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: 84

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • 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 Software
  • Contract/License Management
  • Core Accounting
  • Customizable Fields
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Data Visualization Software
  • Electronic Payments
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management Software
  • Financial Reporting Software
  • For Government
  • For Real Estate
  • For Small Businesses
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12 Software
  • Mobile App
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Order Tracking
  • PO Reconciliation
  • Profit/Loss Statement
  • Project Accounting Software
  • 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 Software
  • Supplier Management
  • Task Management Software
  • Tax Calculation
  • Tax Management Software
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Transaction Management
  • Trust Accounting Software
  • Vendor Management Software
  • Visual Analytics
  • Workflow Management Software

Alternatives

Vyapar

4.4
#1 Alternative to Zoho Books
Vyapar can be useful in a number of ways: Inventory tracking, Automate invoicing, Business reporting, Free payment...

Odoo

4.2
#2 Alternative to Zoho Books
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Sage 100

4.1
#3 Alternative to Zoho Books
Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies.

Quicken

3.9
#4 Alternative to Zoho Books
Quicken helps you to bring your accounts together and you will easily understand how much money you really have....

Reviews

Overall rating

4.4 /5
(575)
Value for Money
4.4/5
Features
4.2/5
Ease of Use
4.3/5
Customer Support Software
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 575
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 29/07/2019

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
Immaculate
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Zoho for small to medium business

Reviewed on 19/02/2023

This software is great for our business.

This software is great for our business.

Pros

This software it's very easy to setup and start using it. Even the free version is very rich in functionality. Once you have set it up you can also install the mobile app to keep up with the business. You can even create customer on the mobile app, invoice them, recon payment and send statements. The recurring schedule invoice are such a great feature. You can even setup reminders for unpaid invoices. Month end you can pull reports and understand your business

Cons

The bank connection doesn't always work nicely, sometimes it delay to update and end up sending incorrect statements to customers.I wish the clone customer was also available on the mobile app.

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 Software
  • Likelihood to recommend 4.0 /10

They don't fix old issues

Reviewed on 01/08/2022

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.
Becky
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

We can track all invoices with Zoho books

Reviewed on 17/03/2023

In terms of billing, invoicing, tracking payments, and maintaining an accurate inventory count, I...

In terms of billing, invoicing, tracking payments, and maintaining an accurate inventory count, I can confidently say that this experience has been nothing short of remarkable thus far.

Pros

Having 2nd factor authentication and many ways to retrieve transactions, as well as everything else you would need to keep your business functioning, are two features I particularly appreciate.

Cons

This is the trickiest part because I can't really think of anything I dislike; however, I do have some comment on the quality of customer support and the requirement of an internet connection.

Kobus
Overall rating
  • Industry: Financial Services Software
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

Easy to use

Reviewed on 15/05/2023

Pros

The implementation and easy understanding of system makes the product a must have for small businesses.

Cons

Not much to complain about. The product is easy and great as is.

Showing 5 reviews of 575 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, 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 Software, Phone Support, Chat

Related categories

See all software categories found for Zoho Books.