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Zoho Books

Zoho Books

Overview

What is Zoho Books?

Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows. The vendor offers a 14…

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Recent Reviews

Zoho Books Review

1 out of 10
March 04, 2020
We use it to manage all financial transactions. It is used by people across the organization of a Professional Services company.
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Zoho Books Review

9 out of 10
February 13, 2020
Incentivized
Zoho Books is used as our administration software. We use it for invoicing, recurring invoices, payment reminders, financial statements …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 21 features
  • Accounts receivable (22)
    9.1
    91%
  • Role-based user permissions (22)
    8.7
    87%
  • Dashboards (22)
    7.2
    72%
  • Standard reports (21)
    7.2
    72%
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Pricing

View all pricing

Free

$0

Cloud
For businesses with turnover <50K USD per annum

Standard

$15

Cloud
Per Organization/Month, Billed Annually

Professional

$40

Cloud
Per Organization/Month, Billed Annually

Entry-level set up fee?

  • $15 Per Organization/Month, Billed Annually
    Optional
For the latest information on pricing, visithttps://www.zoho.com/books/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

6
Avg 6.8

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9.3
Avg 7.9

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

7.8
Avg 7.4

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

8.3
Avg 7.2

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

6.5
Avg 6.7

Order Management

The ability to process orders, and track them from quote to cash.

8.3
Avg 7.1
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Product Details

What is Zoho Books?

Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows.

The vendor offers a 14 day free trial.

Zoho Books Features

General Ledger and Configurable Accounting Features

  • Supported: Accounts payable
  • Supported: Accounts receivable
  • Supported: Cash management
  • Supported: Bank reconciliation
  • Supported: Expense management
  • Supported: Time tracking
  • Supported: Multi-currency support
  • Supported: Regulations compliance
  • Supported: Self-service portal

Inventory Management Features

  • Supported: Inventory tracking
  • Supported: Automatic reordering

Order Management Features

  • Supported: Pricing
  • Supported: Order entry
  • Supported: Credit card processing
  • Supported: Cost of goods sold

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports

Customization Features

  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability
  • Supported: Multi-factor authentication

Additional Features

  • Supported: Mobile Apps - iOS, Android, Windows and also iPad and Windows Surface app
  • Supported: Recurring transactions like invoices, estimates and bills
  • Supported: Automated workflows - Setup triggers for instant mail notification and field updates in the invoice, estimates, sales order and credit note modules
  • Supported: Zoho CRM Integration - A combination of accounting and crm information is available to users to manage end-to-end customer relationship

Zoho Books Screenshots

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Zoho Books Video

A customer testimonial about Zoho Books

Zoho Books Integrations

Zoho Books Competitors

Zoho Books Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesUnited States, United Kingdom, Canada, Australia, India, UAE, Saudi Arabia, Mexico, South Africa & Global edition
Supported LanguagesEnglish, Hindi, Dutch, Spanish, French, Portuguese, Italian, Netherlands, Chinese, Japanese, Swedish

Frequently Asked Questions

QuickBooks Online, Xero, and FreshBooks are common alternatives for Zoho Books.

Reviewers rate Single sign-on capability and Multi-currency support and Regulations compliance highest, with a score of 10.

The most common users of Zoho Books are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(138)

Attribute Ratings

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
September 13, 2022

Zoho Books - Try it out, it will make your life easier!

Verified User
Administrator in Other
Marketing & Advertising Company, 11-50 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
I do all the invoices and subscriptions for all our clients. We appreciated how easy it is to integrate Zoho Books with Zoho CRM. Multiple payment gateway options are very useful since we have clients in various countries. The creating products feature is very helpful, since we offer various services at different prices.
Pros and Cons
  • Invoicing
  • Reminder emails
  • Product creation
  • Invoice customization
  • Language selection with clients in different countries for one organization
  • Workflow
Likelihood to Recommend
Creating invoices is easy once they are set up. Zoho Books work very well with Zoho Subscriptions and Zoho CRM. It would be great if there was an option where we could create different reminder emails, depending on why the invoice was not processed. Request for Payment Information is a great feature that is secure and our clients appreciate not having to give the information over the phone.
Zoho Books Feature Ratings
General Ledger and Configurable Accounting (5)
80%
8.0
Accounts receivable
100%
10.0
Expense management
N/A
N/A
Multi-currency support
100%
10.0
Regulations compliance
100%
10.0
Self-service portal
100%
10.0
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics
N/A
N/A
Customization (1)
60%
6.0
API for custom integration
60%
6.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Return on Investment
  • Everything we need to do can be done in one place, by one person
  • Customization requires more knowledge than an administrator would have
  • A very cost-efficient product to do all our invoicing and recurring invoices
Other Software Used
Usability
8
Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.
Support Rating
10
They support is quick and very knowledgeable. If they don't have the answer, they will find it out, even if it is not a direct Zoho Books issue. We would not have been able to do a lot of the customization if it wasn't for the great support team. Thank you!
April 28, 2022

Zoho Books - A Great Alternative to QuickBooks Online

CS
Casey Schuler
CEO (Chief Executive Officer)
PalCare (Business Supplies & Equipment, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We transitioned from QuickBooks Enterprise to Zoho Books for our full accounting suite. We use for our monthly reporting, SO, PO, AR management.
Pros and Cons
  • Simple lay out
  • Invoice creation and tracking
  • Mass customization
  • Parent / Child relationship
  • Setting up payment portals for customers & general portal management
  • Integration with rest of Zoho One module is still clunky
Likelihood to Recommend
For a company of our size, ~$10M revenue, ~1,500 customers in a B2B scenario, Zoho Books has worked really well. We are able to segregate roles and responsibilities between our accounting & customer service departments. We provide light manufacturing, so our accounting practices are less complex. For companies with heavy manufacturing, the integration with Zoho Inventory may make it challenging to incorporate.
Zoho Books Feature Ratings
General Ledger and Configurable Accounting (9)
55.55555555555556%
5.6
Accounts payable
90%
9.0
Accounts receivable
90%
9.0
Cash management
80%
8.0
Bank reconciliation
90%
9.0
Expense management
90%
9.0
Time tracking
60%
6.0
Multi-currency support
N/A
N/A
Regulations compliance
N/A
N/A
Self-service portal
N/A
N/A
Inventory Management (2)
65%
6.5
Inventory tracking
60%
6.0
Automatic reordering
70%
7.0
Order Management (4)
82.5%
8.3
Pricing
70%
7.0
Order entry
90%
9.0
Credit card processing
90%
9.0
Cost of goods sold
80%
8.0
Payroll Management
N/A
N/A
Reporting & Analytics (2)
80%
8.0
Dashboards
80%
8.0
Standard reports
80%
8.0
Customization (1)
60%
6.0
API for custom integration
60%
6.0
Security (2)
45%
4.5
Role-based user permissions
90%
9.0
Single sign-on capability
N/A
N/A
Return on Investment
  • Reporting features have allowed us to manage our expenses much easier
  • Cash management & book reconciliation has drastically improved
  • We have improved our cash collection through AR management in Zoho Books
Alternatives Considered
Much simpler than QuickBooks Desktop. For our needs, the pricing for Zoho Books when bought through a Zoho One subscription was a much better value. Our outside Audit firm was also able to follow Zoho Books much easier than our previous records.
Usability
9
For the price and ease of implementation, Zoho Books has drastically out performed QuickBooks for our enterprise. The customer service team from Zoho is the only thing holding my rating from a 10.
Support Rating
3
The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.
March 17, 2022

Could be good but absence of decent support make it mostly a risk

Verified User
Partner in Finance and Accounting
Staffing & Recruiting Company, 11-50 employees
Score 1 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
We have implemented Zoho books six months ago. While I really like the solution as a hybrid between a business dashboard and an accounting and billing solution, the main issue supports. The level of support is near to none. People answering the support email are repeating apologies forever, asking the same questions in the loop, and bringing no answer to resolve issues other than copy-paste the help that is available online. The bank account fetch capacity, which is of great use suddenly stopped working with my bank and the PB is unresolved for months now. Pb is that billing and collection solutions, you sort of count on these to run the business... well Zoho, just can count on it.
Pros and Cons
  • SImple online solution for billing
  • Non existant support
  • weak documentation
  • unreliable partners for bank links
Likelihood to Recommend
Not really suited for any scenario as not reliable
Zoho Books Feature Ratings
General Ledger and Configurable Accounting (9)
32.22222222222222%
3.2
Accounts payable
70%
7.0
Accounts receivable
80%
8.0
Cash management
80%
8.0
Bank reconciliation
10%
1.0
Expense management
50%
5.0
Time tracking
N/A
N/A
Multi-currency support
N/A
N/A
Regulations compliance
N/A
N/A
Self-service portal
N/A
N/A
Inventory Management (2)
N/A
N/A
Inventory tracking
N/A
N/A
Automatic reordering
N/A
N/A
Order Management (4)
N/A
N/A
Pricing
N/A
N/A
Order entry
N/A
N/A
Credit card processing
N/A
N/A
Cost of goods sold
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (2)
60%
6.0
Dashboards
60%
6.0
Standard reports
60%
6.0
Customization (1)
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
30%
3.0
Role-based user permissions
60%
6.0
Single sign-on capability
N/A
N/A
Return on Investment
  • Wasted a lot of time to implement and now stuck with unsupported solution
  • Real shame as really the solution isn't bad, just need customer service
Usability
1
No matter how good, software dealing with accounting/finance matters for business without minimal support is of no use. A real shame as the solution could be great
Support Rating
1
See previous comments, the whole pb is with support. There isn't a support
May 03, 2021

Zoho Books: User friendly and affordable

MM
Melissa Meece
Owner / GM
Firefly Restaurant (Restaurants, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use ZohoBooks as our primary bookkeeping software for our restaurant. Three of us actively use it: Myself (owner//GM), our Business Ops Manager who does all bookkeeping, and our CFO. It has the functionality of all other bookkeeping software with the benefit of being cloud-based. I personally mostly use the reporting feature, as our bookkeeper does all the entries, and I find the reports are easy to manipulate.
Pros and Cons
  • Basic Bookkeeping features
  • Reporting
  • User friendly
  • Unsure - everything works great for me
Likelihood to Recommend
We've been happy with Zoho Books but I understand that it might not work for everyone, especially if you're trying to connect programs to QuickBooks
Zoho Books Feature Ratings
General Ledger and Configurable Accounting (9)
30%
3.0
Accounts payable
90%
9.0
Accounts receivable
90%
9.0
Cash management
N/A
N/A
Bank reconciliation
90%
9.0
Expense management
N/A
N/A
Time tracking
N/A
N/A
Multi-currency support
N/A
N/A
Regulations compliance
N/A
N/A
Self-service portal
N/A
N/A
Inventory Management (2)
N/A
N/A
Inventory tracking
N/A
N/A
Automatic reordering
N/A
N/A
Order Management (4)
22.5%
2.3
Pricing
N/A
N/A
Order entry
N/A
N/A
Credit card processing
N/A
N/A
Cost of goods sold
90%
9.0
Payroll Management
N/A
N/A
Reporting & Analytics (2)
90%
9.0
Dashboards
90%
9.0
Standard reports
90%
9.0
Customization (1)
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
45%
4.5
Role-based user permissions
N/A
N/A
Single sign-on capability
90%
9.0
Return on Investment
  • We've felt Zoho Books is a good deal for the price for bookkeeping software
  • We're able to pull reports easily an quickly - this has helped me especially in 2020 when applying for grants
Alternatives Considered
I found Zoho Books to be more intuitive and user friendly. I also appreciated that it is cloud based, unlike the versions of QB I had used in the past. So our team was able to work remotely when needed, which was especially helpful during a pandemic.
Other Software Used
Square POS, Upserve POS (formerly Breadcrumb), Apache OpenOffice
Usability
9
I found it to be very user friendly
Support Rating
9
I personally haven't needed to contact Support but I believe my team has been happy with the support experience.
March 04, 2020

Zoho Books Review

MJ
Mike James
CEO (Chief Executive Officer)
James Environmental Mgmt (Management Consulting, 11-50 employees)
Score 1 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
We use it to manage all financial transactions. It is used by people across the organization of a Professional Services company.
Pros and Cons
  • Invoice is very seamless if using Zoho CRM
  • Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error.
  • The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US.
  • On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing.
  • The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math."
  • It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles.
  • The software is used by so few people that there is concern that we might never find a skilled bookkeeper.
Likelihood to Recommend
Zoho Books worked so hard to make the system all-inclusive and assumed that it must do everything automatically without thought on the part of the operator. Most recently the system credited this writer with being the author of some manual entries in a major account that caused a six-figure error that may take as much as half a day to correct if it can be corrected. Remember it is almost impossible to undo something that is not correct. If you need a true accounting system, this is not the system.
Zoho Books Feature Ratings
General Ledger and Configurable Accounting (5)
14%
1.4
Accounts payable
10%
1.0
Accounts receivable
10%
1.0
Cash management
10%
1.0
Bank reconciliation
10%
1.0
Expense management
30%
3.0
Inventory Management (2)
N/A
N/A
Inventory tracking
N/A
N/A
Automatic reordering
N/A
N/A
Order Management (4)
55%
5.5
Pricing
30%
3.0
Order entry
80%
8.0
Credit card processing
90%
9.0
Cost of goods sold
20%
2.0
Payroll Management
N/A
N/A
Reporting & Analytics (2)
35%
3.5
Dashboards
50%
5.0
Standard reports
20%
2.0
Customization (1)
50%
5.0
API for custom integration
50%
5.0
Security (1)
30%
3.0
Role-based user permissions
30%
3.0
Return on Investment
  • It has caused significant harm to our business because you just cannot trust the numbers.
  • The adverse impact has been complicated enough that plans are underway to reverse the bad decision that led to the installation of this system in a 25-year-old business approximately 8 months ago.
Alternatives Considered
Zoho Books is significantly inferior to the competition. The listings offered here would not allow me to choose QB or MYOB.
Other Software Used
Products Replaced
Yes
Quickbooks Desk top. QB for the cost was prohibitive and did not all for a distributed work force. We really did and still do need a cloud based solution, it just has to follow more traditional accounting principles
Key Differentiators
  • Price
  • Product Usability
  • Third-party Reviews
The integration with Zoho One (CRM) which we think is the best ever CRM for us.
Evaluation Lessons Learned
Our review of the product did not include adequate review by our CPA. Books does an excellent job of promoting the features that are strongest. I really thing that in our due diligence before making the change, we did not ask enough questions or did not ask those questions of the right people.
Support Rating
1
The people are great. They follow the party line when working with us. There is clearly no intent to provide integration to the employee expense
There is no intent to make the bank reconciliations system work in a manner consistent with US Accounting principles. There is no intent make the payroll system one that can easily cut a paycheck. Which brings up the fact that adjusting the printing on a check is very laborious and you only get close. You cannot get perfect.
Bug Resolution
Yes
They will always try, but frequently the bugs we report remain as bugs. We just gave up.
Easy Tasks
  • Invoicing
  • Entering Vendor Payables
Difficult Tasks
  • Bank reconciliations
Usability
2
Processes are not intuitive
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