Home/Accounting Software/Zoho Books
Updated on: September 22, 2020
What is Zoho Books ?
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89% 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
(539 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, CA - 94588 / +1 (888) 900-9646
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category Accounting Software

Zoho Books Pricing

Pricing ModelFree Trial , Subscription
Basic Plan
$90 /Year

$90 Per Organization Per Year billed Annually

$9 Per Organization Per Month billed Monthly

Features

  • 50 Contacts
  • 2 Users (1 user plus 1 Accountant)
  • 5 Automated Workflows
  • Bank Reconciliation
  • Custom Invoices
  • Expense Tracking
  • Projects and Timesheets
  • Recurring Transactions
  • Sales Approval (New)

Add-ons

  • Additional User :
    • $2 per Month billed Monthly
    • $200 per Year billed Annually
  • Snail Mails : $2 per Credit
  • Auto-scans : Buy 50 Scans per Month ($5 per Month or $50 per Year)
Standard Plan
$190 /Year

$190 Per Organization Per Year billed Annually

$19 Per Organization Per Month billed Monthly

Features

  • 500 Contacts
  • 3 Users (2 users plus 1 Accountant)
  • 10 Automated Workflows per Module
  • Includes Features of Basic Plan, plus
  • Bills
  • Vendor Credits
  • Reporting Tags
  • Purchase Approval (New)
  • Includes features of Add-ons
Professional
$290 /Month

$290 Per Organization Per Year billed Annually

$29 Per Organization Per Month billed Monthly

Features

  • Unlimited Contacts
  • 10 Users
  • 10 Automated Workflows per Module
  • Includes Features of Standard plan, plus
  • Purchase Order
  • Sales Order
  • Inventory
  • Custom Domain
  • Includes features of Add-ons
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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
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • General Ledger
  • Multi-Currency
  • Project Accounting
  • Purchasing
  • Tax Management

Learn more about Zoho Books features.

The pricing for Zoho Books starts at $90.00 per year. Zoho Books has 3 different plans:

  • Basic Plan at $90.00 per year.
  • Standard Plan at $190.00 per year.
  • Professional at $290.00 per month.

No, Zoho Books does not offer a free plan.

Learn more about Zoho Books pricing.

Yes, Zoho Books provides API.

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Zoho Books Reviews

OVERALL RATING
4.5
Based on 539 Rating(s)
Rating Distribution
  • 68.5 %
  • 22.3 %
  • 6.2 %
  • 1.5 %
  • 1.5 %
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

...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. Review collected by and hosted on G2.com.

What do you dislike?

Needs a better onboarding mechanism as the exploration of the product takes time for any new user Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

...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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

...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 Review collected by and hosted on G2.com.

What do you dislike?

I dislike that it doesnt allow access to international banks like most other applications. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

...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. Review collected by and hosted on G2.com.

What do you dislike?

Occasionally there are technical problems that we have encountered however most of those have been addressed. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Set up payment reminders to chase clients Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

...more
Verified UserSource : trustradius.com
(Reviewed on 11 February 2020)
Zoho Books is a complete small business accounting and payment solution.

Use Cases and Deployment Scope

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.

Pros and Cons

  • Online payment gateways make it easy for our clients to pay all their invoices online.
  • Mobile apps allow us to do time-tracking and send invoices instantly while on service calls.
Edit
  • We would like better customization of forms, logos, and fonts.
  • More outreach to CPAs that are sometimes resistant to using Zoho.

Likelihood to Recommend

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.
Read this authenticated review

...more
Cedric HaynesSource : trustradius.com
(Reviewed on 17 December 2019)
Your best solution for Invoicing, etc.

Use Cases and Deployment Scope

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.

Pros and Cons

  • Set up automatic invoices for clients.
  • Integrates with Zoho CRM very well.
Edit
  • Some banks are not listed.
  • Storage is limited. 1GB per org and 1 additional GB per employee..

Likelihood to Recommend

Great for small and medium-sized businesses. Complex business processes may cause the program to slow down. Campaign management tools are somewhat cumbersome and they have issues when importing leads from social media platforms.
Read Cedric Haynes's full review

...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
Read All Reviews

Videos on Zoho Books

Zoho Books : Overview
Zoho Books : Overview
Zoho Books: A Smart Way to Manage Your Business Finance

Zoho Books Screenshots

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Zoho Books Demo - Customer Transactions
Zoho Books Demo - Projects and Timesheet
Zoho Books screenshot: Banking
Zoho Books screenshot: Estimates
Zoho Books screenshot: Reminders
Zoho Books screenshot: Invoice creation
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Zoho Books Screenshots
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Zoho Books Demo - Customer Transactions
Zoho Books Demo - Projects and Timesheet
Zoho Books screenshot: Banking
Zoho Books screenshot: Estimates
Zoho Books screenshot: Reminders
Zoho Books screenshot: Invoice creation
Zoho Books Screenshots
Zoho Books Screenshots
Zoho Books Screenshots
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Zoho Books screenshot
Zoho Books screenshot

Articles on Zoho Books

Research Report
Accounting is an essential part of any size of business - be it small or big, and is a strong... read more
Research Report
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Download white papers and ebooks on Zoho Books View All Downloads

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Zoho Books Accounting Software Software
Zoho Books Accounting Software Software
Zoho Books Accounting Software Software
Zoho Books Accounting Software Software
Zoho Books Accounting Software Software
Zoho Books Accounting Software Software
Zoho Books Accounting Software Software
Zoho Books Accounting Software Software