Zoho Books

Online accounting software for growing businesses

4,4 /5 (411 reviews) Write a Review!

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

Starting from
US$9,00/month

Pricing options

Free Trial
Subscription
Value for money

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

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 3 others, India, Japan, Germany
Supported Languages
Chinese (Simplified), Dutch, English, French, German and 5 others, Italian, Japanese, Portuguese, Spanish, Swedish

Media

Zoho Books dashboard
Zoho Books banking
Zoho Books estimates
Zoho Books reminders
Zoho Books invoice creation
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

Zoho Books Reviews

Zoho Books Reviews

Overall rating
4,4
/
5
Excellent
224

Very good
139

Average
33

Poor
9

Terrible
6

Value for Money
4,4
Features
4,2
Ease of Use
4,3
Customer Support
4,2
88% recommended this app
Deepak B.

Great Collaboration

Great experience although after 2 years we are still learning, it is good for indian accounting system


Jose r. L.

The best invoicing / accounting tool for freelancers, period.

Zoho Books is just a fantastic tool. Coming from Freshbooks and paying a hefty fee for it I was not only limited in terms of features (and paypal support) but also somewhat bored with their lackluster interface. Zoho was great and hit all the marks for me, the interface is simple and intuitive and the price point at my scale is just unbeatable. I can't see any other accounting system after using Zoho Books.


Cassi H.

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.


Nikki B.

Efficient, affordable took that's essential for my business

I switched to Zoho Books from FreshBooks a little over a year ago when the cost of FreshBooks became unmanageable and free options, such as Wave, did not serve my purposes. I was also looking for a cloud invoicing/expense-tracking system that was less glitchy and easier to use. Zoho Books is all of that. As a sole proprietor, the price suits my budget perfectly. Clients have told me that paying me through Zoho is much easier than paying me through FreshBooks or Wave.

At tax time, it's easy to send my Profit & Loss report to my accountant. I also like that I can attach receipts to my expenses.

I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.


Anne B.

All the functionality of QuickBooks - and more - at a much better price

Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.


Deepak B.
Industry: Information Technology & Services
Company size: 2-10 Employees

Great Collaboration

Used Daily for 2+ years
Reviewed on 2019/10/09
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jose r. L.
Industry: Computer Networking
Company size: 2-10 Employees

The best invoicing / accounting tool for freelancers, period.

Used Daily for 2+ years
Reviewed on 2020/09/23
Review Source: Capterra

Zoho Books is just a fantastic tool. Coming from Freshbooks and paying a hefty fee for it I was not only limited in terms of features (and paypal support) but also somewhat bored with their lackluster interface. Zoho was great and hit all the marks for me, the interface is simple and intuitive and the price point at my scale is just unbeatable. I can't see any other accounting system after using Zoho Books.

Pros

This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.

Cons

There are many features I didn't test because they are out of realm for my specific needs. I am sure for others they might be important but if these were "enabled as needed" rather than always there cluttering the interface that would be better.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cassi H.
Industry: Health, Wellness & Fitness
Company size: 2-10 Employees

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

Used Daily for 6-12 months
Reviewed on 2018/12/18
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Nikki B.
Industry: Publishing
Company size: Self Employed

Efficient, affordable took that's essential for my business

Used Daily for 1+ year
Reviewed on 2020/09/17
Review Source: Capterra

I switched to Zoho Books from FreshBooks a little over a year ago when the cost of FreshBooks became unmanageable and free options, such as Wave, did not serve my purposes. I was also looking for a cloud invoicing/expense-tracking system that was less glitchy and easier to use. Zoho Books is all of that. As a sole proprietor, the price suits my budget perfectly. Clients have told me that paying me through Zoho is much easier than paying me through FreshBooks or Wave.

At tax time, it's easy to send my Profit & Loss report to my accountant. I also like that I can attach receipts to my expenses.

I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.

Pros

Zoho Books is easy for me to use and much easier for my clients to use when paying me. They've given me positive feedback about their invoicing experiences. It's also affordable, which was a huge deciding factor when I switched from another cloud invoicing program.

Cons

I wish I could see when a client has "viewed" my invoice. Also, I didn't realize that listing vendors on my expenses, such as Amazon, would count as "Contacts" and use up some of my slots. I'm glad I know now and I'm rectifying it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Anne B.
Industry: Marketing & Advertising
Company size: Self Employed

All the functionality of QuickBooks - and more - at a much better price

Used Daily for 2+ years
Reviewed on 2020/04/01
Review Source: Capterra

Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.

Pros

Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Cons

I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,5/10
Based on 411 user ratings
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Zoho Books Pricing

Zoho Books Pricing

Starting from
US$9,00/month
Free Trial
Subscription
Value for money

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.

Value for Money
4,4/5
Based on 411 user ratings
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Zoho Books Features

Zoho Books Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,2/5
Based on 411 user ratings
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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: US$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:

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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. What type of pricing plans does Zoho Books offer?

Zoho Books has the following pricing plans:

Subscription

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