Zoho Books - Try it out, it will make your life easier!
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 …
Starting at $0 For businesses with turnover <50K USD per annum
View PricingOverview
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…
Recent Reviews
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
- Accounts receivable (22)9.191%
- Role-based user permissions (22)8.787%
- Dashboards (22)7.272%
- Standard reports (21)7.272%
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 AnnuallyOptional
For the latest information on pricing, visithttps://www.zoho.com/books/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
Zoho Books Video
A customer testimonial about Zoho Books
Zoho Books Integrations
Zoho Books Competitors
Zoho Books Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone |
| Supported Countries | United States, United Kingdom, Canada, Australia, India, UAE, Saudi Arabia, Mexico, South Africa & Global edition |
| Supported Languages | English, Hindi, Dutch, Spanish, French, Portuguese, Italian, Netherlands, Chinese, Japanese, Swedish |
Frequently Asked Questions
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).
Comparisons
Compare with
Reviews and Ratings
(136)Attribute Ratings
Reviews
(1-12 of 12)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!
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.
- Invoicing
- Reminder emails
- Product creation
- Invoice customization
- Language selection with clients in different countries for one organization
- Workflow
April 28, 2022
Zoho Books - A Great Alternative to QuickBooks Online
We transitioned from QuickBooks Enterprise to Zoho Books for our full accounting suite. We use for our monthly reporting, SO, PO, AR management.
- 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
March 04, 2020
Zoho Books Review
Score 1 out of 10
Vetted Review
Verified User
We use it to manage all financial transactions. It is used by people across the organization of a Professional Services company.
- 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.
January 25, 2020
Your best solution for Invoicing, etc.
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..
November 16, 2018
Zoho Books, making your accounting easy
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.
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.
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
April 25, 2018
Zoho Books - Great, 2 Thumbs up
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.
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
December 28, 2017
Zoho Books is zoNo to me
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
March 28, 2017
Ideal for financial assistance
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
March 07, 2017
Small Business Accounting On-The-Go
We used Zoho books to manage the finances of my small company. We only had 2 employees and wanted a simple tool which everyone could learn to use and access on-the-go. The ability to track expenses, and pull up details, while traveling is very useful when visiting clients. Also, the low-bandwidth needed made it easy to use a phone as a mobile phone as a tether.
- Excellent performance with low bandwidth requirement.
- Easy to use and learn - we did not have to spent hours figuring it out. It is very intuitive.
- Sync bank accounts! Excellent feature which saved us a lot of time.
- One fee, unlimited access. Better than some "cheaper" competition with hidden costs.
- The cost is still on the high-side. If you just want to track your expenses and do not have a large turn-over an Excel spreadsheet might do.
- Occasionally had problems logging in, but that seems to have improved.
- Does not integrated with many third party applications.
February 29, 2016
A truly user friendly cloud based accounting app you'll enjoy using.
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.
March 28, 2015
Zoho Hooks
Zoho Books is currently being used by the management and accounting departments within our organization. We use Zoho Mail, and various Zoho applications and services. We love the idea of having all of our information in one place. We can simply update our CRM, and the information automatically transfers through to our books for accurate, up-to-date invoicing. There is no more need to check and edit various sites when changes are made to our clients' information. That integration feature is a very convenient and appreciated time saver.
- The dashboard gives a lovely overview of all things finance. Its a great at-a-glace way to track your financial health and waves.
- Recurring invoices. 'Nuff said. Before discovering this feature, I dreaded the monthly invoices. This feature has cut my invoicing time in half. Maybe even more. Fantastic!
- Timesheets from Zoho Projects can also be integrated into the invoicing process. Which cuts back on the website switching and transering of information. Its all in one place here!
- A faster, cleaner interface would be great. The ability to quickly edit client info without being taken to a new page would speed up the process.