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.
Zoho offers a 14 day free trial.
$20
per month
Zoho Forms
Score 8.8 out of 10
N/A
Zoho Forms is an online form builder that lets users create mobile-ready online forms. Forms can be shared with select users via email, or via a public link. This solution includes a drag-and-drop form builder that is responsive on all mobile devices. Zoho Forms also offers native mobile applications for iOS and Android devices.
According to the vendor, key benefits include: A web and mobile form builder. Drag and drop fields to add them to…
$0
per month
Pricing
Zoho Books
Zoho Forms
Editions & Modules
Free
$0
For businesses with turnover <50K USD per annum
Standard
$20
per month per org
Professional
$50
per month per org
Premium
$70
per month per org
Free
$0
per month
Basic
$10
per month
Standard
$25
per month
Professional
$50`
per month
Premium
$100
per month
Offerings
Pricing Offerings
Zoho Books
Zoho Forms
Free Trial
Yes
Yes
Free/Freemium Version
Yes
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
$10 per month
Additional Details
Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get a discount.
Contact support@zohoforms.com to try out our paid plans.
More Pricing Information
Community Pulse
Zoho Books
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Zoho Forms
Verified User
C-Level Executive
Chose Zoho Forms
Zoho Forms is just as good as Google Forms. I believe that ZF is easier to use. I have not used GF as extensively as ZF. I will be evaluating GF in the very near future. I selected ZF mainly because it easily integrates with its own Zoho applications quickly and with very …
If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.
Zoho Forms is great for customer surveys, collection of data, onboarding clients, instances where you need a signature. Might be less appropriate for some businesses depending upon branding messages. Zoho Forms has some disclaimers that appear on forms i.e. not to enter personal information, credit cards, passwords, etc. so depends upon the intent & purposes of the form data collection, whether it would be a solution that would fit every business model.
Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.
Its feature of sending alerts in real time is my favorite feature. Whenever someone fills an inquiry form, I get alert immediately.
It has a mobile app also which makes this software usable at anytime and anywhere.
It's a cloud based application so users don't need so save anything on their system and they don't need to be dependent on their system. They can access their forms from any system.
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.
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.
The user interface and user experience is outstanding, seems like a lot of hard work has been put into it by the design, development and product teams. The fonts used are optimal, the icons and menu bars are well placed, the colors are very friendly to the eye and the standard white background is beautifully adjusted to the user expectations. The sliders are well designed and you can easily find whatever menu/option/feature you are looking for without much hassle.
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.
So far we have not faced any issue while using the software but our customer journey has been breathtaking so far, which obviously i am expecting, should be the case of the support of Zoho Forms as well. However we have explored their support channels; you can easily find the contact us form in the profile slider and there are other resources available with a single click like Help Menu, What's New Menu, Blogs and Forums. However i could not find any live chat or support with the Free version.
We had a lot of problems with Exact Online, support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.
Zoho Forms is just as good as Google Forms. I believe that ZF is easier to use. I have not used GF as extensively as ZF. I will be evaluating GF in the very near future. I selected ZF mainly because it easily integrates with its own Zoho applications quickly and with very little difficulty.
Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
Flexibility makes Zoho Books great!
Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.
All positive. Zoho Forms is just another tool from the Zoho toolbox that adds value for us.
ROI is hard to say since we are a Zoho One user. Providing an amazing customer experience is what we strive for and this tool is part of that customer experience. It may have a small effect within our internal process but it is a customer facing and customer interaction point/application so it is crucial that it performs optimally.
