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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)
    8.6
    86%
  • Dashboards (22)
    7.2
    72%
  • Standard reports (21)
    7.2
    72%
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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 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

(1-6 of 6)
Companies can't remove reviews or game the system. Here's why
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
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