Home/Accounting Software/Zoho Books
Updated on: May 9, 2021
What is Zoho Books ?
Zoho Books - Accounting Software
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Zoho Books

Ensures professionalism in your accounting books
(565 Ratings) Write Review

Zoho Books is a simple and affordable accounting software that specializes in keeping a detailed track of the cash flow of your business and helping you track your expenses and income. The software also provides you with multi-currency features that is helpful for an organization making transactions in multiple currencies across the globe. Zoho Books also offers professional invoice services along with a tax filing portal that allows you to directly file your returns. The software also provides other accounting services like Bank Reconciliation, and handling your general and accounts, letting you concentrate more on the core activities.

Zoho Books Awards

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Zoho Books Features Show All Features

Zoho Books Technical details

Support Business Hours Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API Location / Phone Number Pleasanton, California / +1 844-316-5544
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category Accounting Software

Zoho Books Pricing

Pricing ModelFree Trial , Subscription
MONTHLY YEARLY
Standard
$15 /Month
Billed Yearly

$15 Per Organization Per Year billed Annually or $20 Per Organization Per Month billed Monthly

Features

  • Invite 3 Users
  • Manage Invoices (Up to 5,000)
  • Estimates
  • Manage Clients
  • Credit Notes
  • Client Portal
  • Recurring Invoices
  • Online Payments
  • Generate Payment Links
  • Payment Reminders
  • Expenses
  • Mileage Tracking
  • Recurring Expenses
  • Automatic Bank Feeds
  • Manage multiple bank accounts
  • Add credit cards
  • Bank Rules
  • Bank Reconciliation
  • Predefined User Roles
  • Track Project Expenses and Invoice
  • Accountant Role
  • Manual Journals
  • Chart of Accounts
  • Sub-Accounts
  • Bulk Updates
  • Transaction Locking
  • Multi-Lingual Invoicing
  • Custom Views
  • Custom Fields
  • Reporting Tags
  • Reports

Taxes

  • Sales Tax
  • Manage 1099 Contractors

Support

  • Email, Voice, Chat
Professional
$40 /Month
Billed Yearly

$40 Per Organization Per Year billed Annually or $50 Per Organization Per Month billed Monthly

Features

  • Invite 5 Users
  • Includes everything in Standard +
  • Sales Approval
  • Retainer Invoices
  • Bills
  • Payments Made
  • Vendor Credits
  • Recurring Bills
  • Sales Orders
  • Purchase Orders
  • Purchase Approval
  • Multi-currency Handling
  • Automatic Exchange Rates
  • Currency Adjustments
  • Stock Tracking
  • Price Lists
  • Landed Costs
  • Custom Roles
  • Time tracking and billing
  • Timesheet Approvals
  • Timesheet - Client Approvals
  • Retainer Invoices for Projects
  • Project Profitability
  • Journal Templates
  • Recurring Journals
  • Workflow Rules (Up to 10)
  • Email Alerts
  • In-app Notifications
  • Field Updates

Support

  • Email, Voice, Chat
Premium
$60 /Month
Billed Yearly

$60 Per Organization Per Year billed Annually or $70 Per Organization Per Month billed Monthly

Features

  • Invite 10 Users
  • Includes everything in Professional plan, plus
  • Custom Domain
  • Vendor Portal
  • Zoho Sign Integration
  • Budgeting
  • Twilio Integration
  • Custom Buttons
  • Custom Modules
  • Validation Rules
  • Related Lists
  • WebTabs
  • Widgets
  • Custom Functions
  • Custom Schedulers
  • Webhooks
  • Workflow Rules (Up to 200)

Support

  • Email, Voice, Chat
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Disclaimer: The pricing details were last updated on 18/05/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Zoho Books FAQs

Zoho Books is Accounting Software. Zoho Books offers the following functionalities:

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing and Invoicing
  • Cash Management
  • Collections
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • General Ledger
  • Multi-Currency
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management

Learn more about Zoho Books features.

The pricing for Zoho Books starts at $20.00 per month. Zoho Books has 3 different plans:

  • Standard at $20.00 per month.
  • Professional at $50.00 per month.
  • Premium at $70.00 per month.

No, Zoho Books does not offer a free plan.

Learn more about Zoho Books pricing.

Yes, Zoho Books provides API.

Ask the Community View Community

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Zoho Books Reviews

OVERALL RATING
4.5
Based on 565 Rating(s)
Rating Distribution
  • 80 %
  • 17.3 %
  • 2.7 %
  • 0 %
  • 0 %
SHARE YOUR EXPERIENCE Write a Review
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Jessica LSource : g2crowd.com
(Reviewed on 09 September 2020)
"it manages the transactions by overseeing accounts with ease."

What do you like best?

Zoho Book is for the foremost portion utilized by a specialist and this application makes a distinction to supervise the charging and invoicing detail with correct disregard on accounts. Prepared to utilize this application in our system for allocating the payrolls and genuine paychecks for bosses. So, there are no chances of botch and in manual workable to come over with numerous challenges though this application is important in making the work simple and solid for a typical stream. We'll check our orders with its flexible application and it’s additionally beneficial for companies overseeing with back and accountings.

What do you dislike?

Presently and after that, it gets chaotic with its troublesome in putting the highlights with all working subtle components so, one needs to get it this instrument completely a few times as of late presented in the system. There's fitting heading and it’s outstandingly basic to assign the highlights one by one for clear execution.

What problems are you solving with the product? What benefits have you realized?

Zoho Books works in each browser to compliment the working focuses of intrigued. It’s uncommonly important in overseeing accounts and stores. In expansion, the application contrasts to create the proper and clear payrolls for each client and laborer. There are assorted parts for charging and sales. All work is done with a suitable estimation roughly account orders and payrolls. We reasonably have presented this application by and by, we are worry-free from accounts and charging focuses of intrigued. The gadget gives the month to month examination of focuses of intrigued with a clear understanding of the headways and salary.

...more
Prasad ASource : g2crowd.com
(Reviewed on 29 July 2020)
"Great Suit for Accounting Activities"

What do you like best?

The simple and dynamic functionalities which ensured that all of our requirements related to accounts, customer engagement are fulfilled.

What do you dislike?

Needs a better onboarding mechanism as the exploration of the product takes time for any new user

Recommendations to others considering the product:

The product is able to handle most of the accounting tasks. Take a review and explore to the fullest.

What problems are you solving with the product? What benefits have you realized?

The entire account payable and receivable is managed through Zoho books. This has reduced the load of manual work on the team, we are also able to automate the payment pending reminders to customers which has had a positive impact of cash recovery.

...more
Fred LSource : g2crowd.com
(Reviewed on 09 June 2020)
"Very solid accounting software with large potential for customization."

What do you like best?

Zoho Books is a very solid accounting software that has the opportunity to be very customized. It has the ability to connect to many 3rd party software platforms and a large focus is put on automating business processes.

What do you dislike?

Zoho Books can be more difficult to setup than other accounting software that is much more hands-on. Although there is a large opportunity for business automation, it does take more to setup than other accounting software platforms in it's place.

What problems are you solving with the product? What benefits have you realized?

Zoho Books is a great solution for those that are very hands on with the setup and configuration. If you want to have allot of custom functions and automations it is the way to go. It is also priced very competitively with it's competition, and could be considered a value when considering price.

...more
Krystle PSource : g2crowd.com
(Reviewed on 04 May 2020)
"Books for Books"

What do you like best?

I appreciate the many many integrations and the overall ease of use

What do you dislike?

I dislike that it doesnt allow access to international banks like most other applications.

What problems are you solving with the product? What benefits have you realized?

It helps me to have all m financial data in one place. To track and understand my spending

...more
Robert BSource : g2crowd.com
(Reviewed on 24 February 2020)
"Use this for our book keeping and love it"

What do you like best?

I chose this primarily because of its advanced invoicing features. However it is fantastic for keeping track of expenses.

What do you dislike?

Occasionally there are technical problems that we have encountered however most of those have been addressed.

Recommendations to others considering the product:

Set up payment reminders to chase clients

What problems are you solving with the product? What benefits have you realized?

Invoicing, expense and income tracking, automated payment chasing, balance sheets, profit and loss.

...more
Jean-Marc LSource : g2crowd.com
(Reviewed on 18 October 2019)
"Complete, cost effective, book keeping solution"

What do you like best?

I like the simplicity of the software and the fact that it covers all my accounting business needs. I also like that my accountant likes the software. I can deal with my clients in multiple currencies, multiple languages with very little efforts.

The sales tax report (on the Canadian edition) makes filing the tax reports a breeze and is the primary reason I moved from Zoho Invoice to Zoho Books.

The bank reconciliation features make it easy to match the bank information against the books since it imports the data directly from the bank accounts and provides enough information to link it to the transactions.

What do you dislike?

When you have a problem or question, jumping through the hoops of their support team is often a pain. I've been using Zoho products for quite some time (Zoho Invoices before jumping onto Books) and, sometime, it feels like support has gone worse over time.

Books sometime lack completeness on customer-specific templates. You can have those for invoicing, estimates, thank you emails etc, which allows sending documents in the language of my clients. But when it comes time to send a late payment reminder, somehow the feature is missing, forcing you to manually review each reminder you are about to send.

The one thing I miss most from Zoho Invoice is the calculation of the late fees on past due invoices.

Recommendations to others considering the product:

If you are merely looking at generating invoices, tracking expenses and allowing credit card payments (and late fee calculation) Zoho Invoice is more than enough (used it from 2009 until 2015).

If you want to run a complete accounting system, with the tax reports, bank reconciliation, POs, etc, then Zoho Books is the natural choice.

What problems are you solving with the product? What benefits have you realized?

From a time perspective, the biggest problem Zoho Books solves is the efficiency in filing tax reports allowing me to get back to my core business faster.

It also makes it easy to stay on top of bad clients and make better business with their reports.

...more
Jack ASource : g2crowd.com
(Reviewed on 10 October 2019)
"Far better solution than Sage or Quick Books."

What do you like best?

Zoho Books is far easier to use than the competitor software I have used. Rather than insisting on one fixed workflow, if offers easy and intuitive ways to work the way you want.

What do you dislike?

The screens can sometimes be a bit hard to read visually. Could probably do with some additional skins.

Recommendations to others considering the product:

Don't be afraid to contact support, unlike many other providers they reply quickly (even instantly), understand their software and fix your problem.

What problems are you solving with the product? What benefits have you realized?

Automatic recurring invoices. Getting rid of paper based accounts.

...more
MarcoSource : financesonline.com
(Reviewed on 30 September 2019)
Zoho makes things easier for you.

PROS & CONS

What are the best aspects of this product?

I've been making use of Zoho for creating invoices and tracking payments for a few companies. Everything is so easy! These days, I have more room to make an invoice and sending it to a registered client within the system. I currently own a template consisting my banking details as well as the address of the client for shipping.

What aspects are problematic or could work better?

It appears the system is a bit stiff in some ways. Whenever I mark an invoice "as sent," it wouldn't let me make changes or give me a reason to explain. Also, any template changes take a bit of time to do. In addition, utilizing Zoho for companies in Europe that requires a progressive invoice number can be difficult at first.

What specific problems in your company were solved by this product?

I can conveniently access my books online. I can easily convert an order into an invoice with a simple mouse click. I can now save time and get my product organized with just one app. Our own CPA has the convenience to access Zoho anytime. Thanks to that, we no longer need to send him invoices every month.

Are you a current user of this product?

Yes

...more
TashaSource : financesonline.com
(Reviewed on 11 September 2019)
Highly recommended accounting platform!

PROS & CONS

What are the best aspects of this product?

We're able to report the hours by means of a calendar. User-friendly GUI. Great reporting system. We get to open reporting hours straight to the Zoho Sheet.

What aspects are problematic or could work better?

Exporting stuff to excel. Such functionality does have all columns within the exported file. There will be times when configurations need to be made whenver an excel file is being exported.

What specific problems in your company were solved by this product?

Zoho Books are awesome. Before discovering it, we had to report things manually on the Excel Sheet. Now that's no longer the issue. Accounting processes are now convenient and are automated.

Are you a current user of this product?

Yes

...more
EvelynSource : financesonline.com
(Reviewed on 01 September 2019)
Ideal for startups or any business looking to expand.

PROS & CONS

What are the best aspects of this product?

It can be used by more than user and comes with multiple currencies. Navigating is simple to do. It has a lot of basic integrations. It has a great UI for editing templates (for both documents and email). Their bank feeds are exceptional. Zoho Books is super fast and lets you do your search quickly. Accessing Zoho Books can be done through the CRM, which is a big help for invoicing clients.

What aspects are problematic or could work better?

Import and export functions weren't that great. It has zero support in terms of UK VAT returns. The reason why I wanted to do the importing is because I needed to migrate several years of data from another accounting platform I've used previously. I dislike not having the ability to update my records in bulk. I hope more development will be made in this area.

What specific problems in your company were solved by this product?

We were in need of accounting system that can link with our CRM. That way, our accounting data won't end up getting dupicated multiple times. We also demand integration that allows us to do our invoice swiftly directly from the CRM. Zoho Books is armed with robut security so you're sure data is protected. We like how the stripe integration can calculate and post credit card fees automatically.

Are you a current user of this product?

Yes

...more
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