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 9 out of 10
Vetted Review
Verified User
  • Streamlined the sales-production-billing workflow
  • More accurate billing to each individual client based on expense reports and cost sheets
  • Faster billing and invoicing overall
Mike Koolwijk | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • I was able to cut my costs for a more complete and easy to use tool.
  • Many transactions, and accounting tasks on 1 platform, reduction in time by a lot.
  • Clients can pay without leaving your website (less drop-off, better conversions).
March 04, 2020

Zoho Books Review

Score 1 out of 10
Vetted Review
Verified User
  • 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.
Score 10 out of 10
Vetted Review
Verified User
  • Integration with our payment gateway has improved customer payment experience and reduced outstanding billable accounts.
  • Mobile time tracking has captured more billable time for improved revenue.
Cedric Haynes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Daniel Coburn | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • For a small business, it allowed me to operate much larger than I was.
  • With any software, when you need support, you're at their mercy. While they are in India they are generally pretty responsive, but sometimes it takes longer than I'd like.
  • Their software products are great, but I especially like how fully-featured Books was and how it is priced.
Mehdi Aherraki | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • The price is very good for all the features across platforms.
  • Very easy learning curve (no need for extra training to use the software our new employees and people that never used such program managed to learn very quickly).
  • It is updated and maintained regularly (features addition and tweaking).
Miguel Useche | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • It's helped the organization to save time on internal processes, so employees can focus on business problem and not workflow problems.
  • Their application includes some custom features that help to maintain the organization's workflows, so the app adapts to the organization and not vice versa
Nathan Sichilongo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Zoho Books has streamlined our workflow between departments and accounts as we are able to enter and see accounts receivable and payable in real time. This has helped us spend less time following payments and focusing on improving our service delivery.
  • Zoho Books has also helped us cut costs and have more people in the know about sales and accounts.
  • We have been able to reduce invoicing time by half as it is easy to log in and create an invoice using a standard template and follow-ups can be made to payments. All the while accounts and sales, as well as marketing departments, can follow at what stage a potential sale has reached.
Score 7 out of 10
Vetted Review
Verified User
  • Ability to access accounts anywhere is a huge plus and saves time.
  • Low cost is key. There is some very expensive software out there and a CPA can be too expensive for many small businesses.
  • Integration with more third party apps would increase productivity. All depends on what you use.
Stephen Lalla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • It's greatly eased payment processing from clients who pay electronically.
  • Being cloud based it's made it possible for us to use virtual assistants.
  • With automated a/r past due reminders - that's saved hours a month.
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