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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 7.0

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 7.6

General Ledger and Configurable Accounting

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

8.3
Avg 7.4

Inventory Management

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

6.5
Avg 7.0

Order Management

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

8.3
Avg 7.4
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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 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

(136)

Attribute Ratings

Reviews

(1-9 of 9)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are using Zoho Books across our whole organization. Our business relies heavily on our accounting software by providing our customers with quick and accurate estimates and detailed invoices and our vendors with purchase orders. Zoho Books is an intuitive cloud based solution that meets and exceeds our expectations from a cloud accounting solution. It is very customizable in regards to the customer/vendor templates we can create, and the integration capabilities being that Zoho Books is a cloud based solution.
  • Integrates with other Zoho products like Zoho CRM, Zoho Creator and Zoho Flow.
  • The link between our items and the inventory module is a great feature for our purchasing department.
  • When converting to Zoho Books from another accounting software, this seemed a bit difficult but this process is never easy.
  • There are certain restrictions within modules (estimates/sales orders/invoices/payments) that make it difficult to edit transactions. In many ways this is good, but different from what we have experienced with other accounting software solutions.
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.
Cedric Haynes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Zoho Books handles my invoicing, ongoing expenses and budget planning. It is being used across the whole organization. Zoho books handles most financial bookkeeping for my business. The problem is that it addresses mainly had to do with finances for the month, billing customers, and financial planning throughout the year.
  • Set up automatic invoices for clients.
  • Integrates with Zoho CRM very well.
  • Some banks are not listed.
  • Storage is limited. 1GB per org and 1 additional GB per employee..
Great for small and medium-sized businesses. Complex business processes may cause the program to slow down. Campaign management tools are somewhat cumbersome and they have issues when importing leads from social media platforms.
Mehdi Aherraki | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
In our company we use Zoho books across all our departments in all our accounting process be it customers estimates and invoices, stocks and pricing, bank reconciliation, business accounting and reports. It is very helpful in centralizing all the necessary information regarding our sales and invoicing activities. Its project feature and integration with other Zoho products makes it a good tool that is very helpful in our day to day activities and our quarterly and annual reporting.
  • The projects feature is what we use a lot it helps setting up projects as well as tracking expenses and bills for the whole project. The budgeting feature is very developed, allowing you to budget by total project cost, total project hours, hours per task, or hours per staff.
  • Customer Estimates and Invoices are very easy to setup and send directly from the app (it also has a very nice and customizable reminder option).
  • Stock and pricing listings is very intuitive and easy and makes it a very helpful and time saving feature.
  • Bank reconciliation and Financial reporting are very developed and make it easy to share information with bookeepers and accounting specialists.
  • Bank synchronisation is not available for Moroccan banks (our company operates mainly with Moroccan banks) but i'm sure it will come soon the software is updated very frequently.
  • More customizations features.
  • A more developed mobile app.
A simple online accounting software that covers all the basics: estimates, invoices, expenses tracking, bank accounts synchronisation and reports. Visual graphs and quick overviews of financial data on the Dashboard are great and it is also very easy to use cross platform. The information is accessible and easy to share from both the online or mobile app.
Miguel Useche | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It's being using across the whole organization to handle all the business process. Also, the IT department is using its API to automate some internal processes trough custom made applications.

Zoho Books helps to handle all organization accounting and also supports all of the sale/providers process, even the customers' payments are handled through Zoho.
  • It has a great UI, application is easy to use, lightweight and fast
  • Their customization is great, you can edit purchase/invoice/bill templates, add new custom data, and other things.
  • It offers features for every process you'll need inside an organization, plus multiple features to add custom things so you can adapt Zoho Books to your internal workflow.
  • Their support is not good, sometimes they only reply with documentation pages and most of them don't know how to do advanced things.
  • Their API is great but when you want to do advanced stuff there's no way to do some things.
If you are in a organization that buys things from suppliers, needs to do invoices to customers and have a platform to charge them, and/or needs to handle all accounting, this is the tool for you.

If you want to send to customers/suppliers custom invoices or purchase orders, and handle their response and statues, this tool will help you accomplish it. You'll have your accounting in an online tool.

You can use your phone to work from any place in the world and get informed on how your business is doing.
Nathan Sichilongo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho Books across the company to manage our accounting and invoicing with clients. It helps us know on a daily basis which clients are still owing us money, give us daily, monthly and quarterly sales and also manage our estimates that we send out. It is easy to log in and have various departments use it and administrators can have a holistic view of how departments and the company as a whole is doing.

Overall, it is what we swear by and use on a daily basis.
  • 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.
  • Invoicing can be a problem if you make a mistake on an invoice, only an administrator can correct this. While it is a good feature overall, we feel that it hinders us especially since a huge part of our business is invoicing.
  • Zoho Books doesn't connect automatically to our banking accounts which makes for a lot of manual work when applying for payments. It works well with online payments but not with offline payments.
  • While great for accountants, Banking and Reports does not give a full view or offer the best overview of company cash flow for administrators and managers.
  • The mobile Android app needs a design overhaul. Compared to its iOS counterpart, it lacks good design and functionality
Zoho Books is good for a company or organization that wants to keep track of invoices, payments, and cash flow. If you do not have a full-time accountant in your organization, it can work well as whenever you hire one or have someone check your books, the information they need will be there, provided it has been entered into Zoho Books.

It works as a one-man operation or a small team. For larger teams, it would depend on how much information needs to be input on a daily basis.
Scott French | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho Books as part of the Zoho One package, which integrates with our CRM, automatic billing subscriptions and holds our estimates, Purchase Orders and Inventory features.

Zoho has allowed us to have one system to work out of, and not have to constantly go back and forth between different systems that don't talk to each other.
  • The ZOHO System does a great job of utilizing one system for everything.
  • Zoho Books has a great auto billing feature that will charge your customer on a recurring schedule.
  • Tech Support is always the greatest
  • Zoho does a lot and can seem to be a little overwhelming
Setting up the recurring transactions was very important to us. It has allowed us to run a rental side to our business without having to constantly remember when to charge our customers. ZOHO takes the guesswork out of it.
December 28, 2017

Zoho Books is zoNo to me

Marc Charette | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I've just installed it and in the process of moving my accounting to this platform as it would seem far better value and less likely to frustrate me with poor support from other suppliers. The core of any application is its ability to not get in the way of your work but rather, to let you get back to doing what you're in business to do in the first place.
  • Simple set up
  • Good integration with third-party apps
  • Sales and support team seem to be very well trained and dedicated to truly helping you make the right choices for your business
  • Currently no direct importing from Zoho Books. I'd recommend they do this as Zoho is likely to lose as many customers as they get if they continue to offer such inconsistent support
If you really don't have a complex business (and maybe even if you do) the price is just simply better for what you get.
Ramin Sultanov | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Zoho Books is being used for managing money and tracking it in our company. It is really the best way for doing this kind of work efficiently and more accurately. Zoho Books is a perfectly designed and cloud-based program for small and medium businesses. It is well organized for accounting and budgeting purposes. Using it will reduce complex tasks and Zoho Books provides more opportunities in every field.
  • Design is perfect
  • Cloud and web-based
  • Support is good
  • Cheap
  • Sometimes I cannot use it or login to Zoho books
  • Tax sales is so difficult
  • Users should have more control over the snail mail fields
It is very important for companies that have to track and manage their money in work. In every field accounting is not an easy thing and using some budgeting systems will help you in most cases. Using Zoho Books is the easiest method and the price is very reasonable. This is a kind of virtual accounter.
Stephen Lalla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho Books across our entire organization as it integrates with Zoho CRM. I use virtual assistants and it's a super easy way for my virtual assistants to access common information as well as allowing me to see who is doing or has done what. We promote electronic payment with our clients and the embedded electronic payment links as well as the integration when a client pays electronically has saved us plenty of man hours as we don't have to post those paid transactions. I especially like the automated payment reminder features for a/r and only receive notification upon the third reminder. One of the new features that we've just implemented is allowing client access to their own portal so that they can log in securely and see their transaction history as well as any outstanding invoices. We also use Zoho Books on our mobile apps to record expenses. I have tried several different cloud based accounting apps and love Zoho Books.
  • Automated a/p payment reminders.
  • Remote access by my accountant.
  • Integrated electronic client payment without having to post those payments as paid as it's done automatically.
  • Ease of set up and use.
  • No budgeting.
  • Additional banking integration for accepting client payments.
  • Better integration with CRM so that Quotes/Estimates, Sales Orders, and Purchase Orders could be entered in either module and appear in the other without having to be input twice.
If budgeting is mandatory then Zoho Books may not work for you. Being a smaller business and having the ability to export data in Zoho Books, we simply export the data and create our own budgeting. I feel that the budgeting is something that will be coming as a feature pretty soon as I know via the forums it's been requested by many.
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