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

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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
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.
Score 1 out of 10
Vetted Review
Verified User
We have implemented Zoho books six months ago. While I really like the solution as a hybrid between a business dashboard and an accounting and billing solution, the main issue supports. The level of support is near to none. People answering the support email are repeating apologies forever, asking the same questions in the loop, and bringing no answer to resolve issues other than copy-paste the help that is available online. The bank account fetch capacity, which is of great use suddenly stopped working with my bank and the PB is unresolved for months now. Pb is that billing and collection solutions, you sort of count on these to run the business... well Zoho, just can count on it.
Philippe Couillez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Zoho Books is perfect for a small business like me, or for my customers (I work with small businesses 1-10 employees). It is flexible enough and quite inexpensive compared to other products on the market. It has a few flaws but nothing that cannot be worked around quite easily. It integrates pretty well with other Zoho products, which allow a small business to build an integrated infrastructure at a reasonable budget, by mixing Books, CRM, survey, etc. It is definitively my platform of choice when I give recommendations to customers.
Score 10 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
We started using Zoho Books a few years ago when we adopted the entire Zoho suite of products for our organization. We still haven't managed a full transition of all of our invoicing yet, but for our expenses it is working great, allowing all of our team to put in their reports, and then our finance team can assign the expense to a specific client that the expense was occurred to. Before that was a manual process requiring the finance team to confirm what client each charge was for.
Score 8 out of 10
Vetted Review
Verified User
We use ZohoBooks as our primary bookkeeping software for our restaurant. Three of us actively use it: Myself (owner//GM), our Business Ops Manager who does all bookkeeping, and our CFO. It has the functionality of all other bookkeeping software with the benefit of being cloud-based. I personally mostly use the reporting feature, as our bookkeeper does all the entries, and I find the reports are easy to manipulate.
Mike Koolwijk | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Zoho Books is used for accounting, by us and some of our customers. And I use it myself for my personal administration, due to the low price and the functionalities they have to offer. Next to the fact that it's a great entry level piece of software. We can easy book with it from all our devices, and it's always accessible. Sadly this software is not known by many companies here in the NL, and if they did it would be a great asset.
February 13, 2020

Zoho Books Review

Score 9 out of 10
Vetted Review
Verified User
Zoho Books is used as our administration software. We use it for invoicing, recurring invoices, payment reminders, financial statements and reporting, income records, and all of our expenses for all areas. We have one organization in Zoho Books that encompasses all income and expenditure of all departments. We decided to use Zoho Books to have correct management, recording, and reporting of the admin department and provide an accurate snapshot of the company's financial health.
Score 10 out of 10
Vetted Review
Verified User
We use Zoho Books to handle all our financial and time-tracking needs. It has completely replaced QuickBooks and third-party time tracking software. We use Zoho Books for all our accounts payable and receivables, bank accounts, and credit card accounting. Combined with their payment gateways, we receive all our payments online. We send invoices, estimates, credit memos, and payment receipts via email. We manage all our professional time-tracking using mobile apps. We also implement it as a time-tracking solution for our clients.
Cedric Haynes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Daniel Coburn | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
As a small business owner, I have kept books many ways. From spreadsheets to QuickBooks and now with Zoho Books I'm pretty happy. It offers almost as much functionality as QuickBooks but is less costly, and if you bundle it with Zoho One, it becomes a no-brainer. I use it to manage my accounts payable, invoices, bids, and printing checks. I'm a small shop doing consulting, but we are growing and will roll Books out to everyone that needs it in our company!
Mehdi Aherraki | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Miguel Useche | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Nathan Sichilongo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Scott French | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
February 03, 2018

Zoho - mobile & efficient

Wesley Johnson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Zoho Books to keep track of the time spent on individual projects and then to invoice customers based on those times. Our clients interface with the program to view and pay their invoices. We also use the reporting function and dashboard to have a better understanding of our weekly, monthly and annual performance.
December 28, 2017

Zoho Books is zoNo to me

Marc Charette | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
October 24, 2017

Accounting firm review

Hazem Kassem | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Zoho is the best solution for SMEs who can use the software as a service minimizing initial investment and eliminating migration time to a couple of days. It covers most needs of any small business including inventory as additional subscription. We use it for our company as well as as consultants for our client base as we are an accounting outsourcing firm.
Score 10 out of 10
Vetted Review
Verified User
We speak with people about Zoho books on a weekly basis and consult with them about the use of it in their company. We are falling in love with the functionality and every time we get in there, there is a new feature that lets us automate just another thing in the office.
Ramin Sultanov | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Score 7 out of 10
Vetted Review
Verified User
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.
Stephen Lalla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
March 28, 2015

Zoho Hooks

Brandy Perez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
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