Zoho Books

Zoho Books

Score 8.1 out of 10
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...

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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
Zoho Books is used as our administration software. We use it for invoicing, recurring invoices, payment reminders, financial statements …
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Popular Features

View all 21 features
  • Accounts receivable (23)
    9.0
    90%
  • Role-based user permissions (23)
    8.4
    84%
  • Dashboards (23)
    7.3
    73%
  • Standard reports (22)
    7.3
    73%

Reviewer Pros & Cons

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Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Zoho Books, and make your voice heard!

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Pricing

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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
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Product Demos

Zoho Books: A Smart Way to Manage Your Business Finance
01:58
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Features

Customization

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

6Avg 7.2

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.

9.1Avg 8.1

Reporting & Analytics

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

7.8Avg 7.5

General Ledger and Configurable Accounting

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

8.2Avg 7.4

Inventory Management

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

6.5Avg 7.1

Order Management

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

8.3Avg 7.5
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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 Multi-currency support and Regulations compliance and Self-service portal 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

 (122)

Attribute Ratings

Reviews

(1-25 of 25)
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Score 7 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Philippe Couillez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Zoho Books is perfect for small businesses (1-25 employees) or home businesses. It is flexibly intuitive and easy to generate reports. I use it for my company as well as for providing bookkeeping to some of my customers. Having not tested it in a more complex financial environment, I am not sure I can comment on in performance there.
Score 10 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
Zoho Books is a great lower cost, full function finance software that is great for a company that doesn't need a big name product, or already has some part of the Zoho suite and is looking for a finance software that integrates with it. Trying to integrate books into another CRM or product is not the easiest, so I would only recommend it if you don't have a CRM, or are running Zoho CRM.
Mike Koolwijk | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It's a fully cloud based solution that's easy to manage and easy to use. It offers many options that competition also offer but for double the price. And due to the price it's really nice for small companies or zzp (freelancer). You can grant access to clients, and manage multiple projects.

Sadly when you have a bigger company and you want to integrate third party applications they miss a lot, in addition to the no payroll module. And some other features bigger companies would like to have.
March 04, 2020

Zoho Books Review

Score 1 out of 10
Vetted Review
Verified User
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.
February 13, 2020

Zoho Books Review

Score 9 out of 10
Vetted Review
Verified User
Comprehensive and easy to use, it is great for service industries or nontransformative industries (production of goods). It is also great for resellers of products. It offers excellent tracking and relation form quote to SO, PO, invoice, billing. accounts receivable, accounts payable are very quickly identified and offer great automation for payment reminders as well as payment gateway integrations.
Score 10 out of 10
Vetted Review
Verified User
Zoho Books is a full solution for time-tracking, invoicing, bill-pay, accounting, and customer payments. It is much easier to use than QuickBooks Online. The pricing is affordable and easy to understand. Tech support has been excellent, although we've had little need for it. It's best suited for 10 users or less.
Daniel Coburn | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
If you are looking to start a business, I would recommend Zoho One that includes their CRM, signature tool, books, customer services, project management and much more. Given the fact that Zoho has low-cost alternatives to mainstream products that do as much if not more, I would recommend you look at Zoho Books and all of their products for your company. You'll be happy you at least considered them.
Mehdi Aherraki | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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
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
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.
Score 10 out of 10
Vetted Review
Verified User
zoho books is great for a majority of companies who want an alternative to the status quo bookkeeping solution. There may not be many people around who can help you with it though. Also working with a CPA on taxes, they may not be able to assist with you getting them the numbers required to do their job.
Ramin Sultanov | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Score 7 out of 10
Vetted Review
Verified User
Zoho Books is ideal for a small business which has frequent monthly transactions, since managing those in a spreadsheet could get messy. It is also a good choice for a business which needs access to accounts on-the-go, especially in areas with poor/slow internet connection. However, if your business has limited transactions then you probably do not need Zoho Books. In addition, if you use POS software make sure ahead of time that Zoho can communicate with it.
Stephen Lalla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
March 28, 2015

Zoho Hooks

Brandy Perez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I think any company that is already operating off of Zoho mail or other Zoho applications would appreciate this more than others. It has about all the same features as other book keeping sites, but the convience of having a one stop shop for all business needs is the big appeal to Zoho Books.
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