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What Is Zoho Books?

Zoho Books is an online accounting software that allows you to easily manage the money flowing in and out of your business. Manage your customers and invoices, while keeping expenses in check. Record, monitor and reconcile your bank accounts and transactions, and collaborate with your accountant in real-time. Most importantly, Zoho Books helps you make better, more informed decisions and stay on top of your business.

Who Uses Zoho Books?

Freelancers, Medium Business, Small Business

Where can Zoho Books be deployed?

Cloud-based
On-premise

About the vendor

  • Zoho
  • Founded in 1996

Zoho Books support

  • Phone Support
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

Languages

Chinese, Dutch, English, French, German and 5 others

Zoho Books pricing

Starting Price:

US$20.00/month
  • Yes, has free trial
  • Yes, has free version

Zoho Books has a free version and offers a free trial. Zoho Books paid version starts at US$20.00/month.

About the vendor

  • Zoho
  • Founded in 1996

Zoho Books support

  • Phone Support
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

Languages

Chinese, Dutch, English, French, German and 5 others

Zoho Books videos and images

Zoho Books Software - Zoho Books invoicing
Zoho Books Software - Zoho Books create quotes
Zoho Books Software - Zoho Books expense tracking
Zoho Books Software - Zoho Books payment gateways
Zoho Books Software - Zoho Books activity logs
View 6 more
Zoho Books video
Zoho Books Software - Zoho Books invoicing
Zoho Books Software - Zoho Books create quotes
Zoho Books Software - Zoho Books expense tracking
Zoho Books Software - Zoho Books payment gateways
Zoho Books Software - Zoho Books activity logs

Features of Zoho Books

  • ACH Payment Processing
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Approval Process Control
  • Audit Trail
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Management
  • Client Portal
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Core Accounting
  • Cost Management
  • Customer Statements
  • Customizable Fields
  • Customizable Invoices
  • Data Import/Export
  • Data Security
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Legal Professionals
  • For Medical Purposes
  • For Real Estate
  • For Small Businesses
  • For Trucking Industry
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Online Time Tracking Software
  • PO Reconciliation
  • Payment Processing
  • Profit/Loss Statement
  • Project Accounting
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Sales Tax Management
  • Spend Management
  • Supplier Management
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Transaction Management
  • Trust Accounting
  • Vendor Management
  • Workflow Management

Zoho Books Alternatives

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QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime.
Automate key invoicing & bookkeeping tasks and get more time for what you love with Wave’s small business software. Try for free today!
NetSuite, the world’s #1 cloud ERP, gives you the visibility and control you need to make smart decisions and grow with confidence.
Xero is a beautiful online accounting software solution for small businesses, sole traders, and accountants in any industry.
Zoho Invoice is a 100% free cloud invoicing solution designed to help small businesses with invoicing, expenses & online payments. Learn more about Zoho Invoice
Business management software for modern companies. Increase sales, reduce expenses, and save time. Everything you need in one place.

Reviews of Zoho Books

Average score

Overall
4.4
Ease of Use
4.3
Customer Service
4.2
Features
4.2
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Rexie
Rexie
Director in UK
Verified LinkedIn User
Automotive, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Brilliant Accounting and Book Keeping software!

5.0 last year

Comments: Great! Not been using it long but it is a vast improvement on functionality and reporting compared to old software.

Pros:

Love the customer portal! Our clients can use self service to manage their account with us and get all their invoice and payment records as well as access to documents like our T&Cs. The invoice generating is very quick and easy with lots of customisation and extra data collecting boxes. The app is reliable and easy to use with lots of functionality too. Retainer invoice function is great for us as we offer clients a promotion to top up their account in advance to receive discounts on future invoices so this works perfectly!

Cons:

There is no auto connection to my particular bank yet so can't connect it all automatically as I did with my previous software however it allows for bulk uploads so you can still reconcile everything.

Alternatives Considered: Xero

Reasons for Choosing Zoho Books: Lack of additional functions and reports weren't as relevant to our needs. Zoho Books came free with Zoho One plan and we were paying for Quickbooks so made sense to cut this cost.

Switched From: QuickBooks Online

Reasons for Switching to Zoho Books: It was included in Zoho One plan

Krishna
Krishna
Human Resources Generalist in US
Verified LinkedIn User
Hospital & Health Care, 5,001–10,000 Employees
Used the Software for: 2+ years
Reviewer Source

It's an excellent internet service for small businesses

4.0 2 years ago

Comments: In general, Zoho Books is the finest accounting software for start-ups and small businesses. The following functionalities are included in this simple to use application: Assign Shortcuts, Create Quick Reports a UX that is easy to use, Software as a service (SaaS): It's simple to use and integrates well with the rest of the Zoho suite. Updates that arrive quickly and on a frequent basis.

Pros:

As a whole, Zoho Books is an excellent tool for new businesses and organizations. It's an excellent choice. Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company's other products.

Cons:

When a financial institution makes an update, Zoho Books takes a long time to make the change, making it difficult to keep track of all expenditures. Statement import instructions are out-of-date. Customer service is terrible; no one ever tells you when an issue will be fixed.

Phillip
President in US
Mechanical or Industrial Engineering, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Great Software

5.0 2 months ago New

Comments: I really enjoyed this software. It is must easier to use than most of its competitors. It is also having some of the best pricing vs performance that I have found.

Pros:

Zoho was very easy software to setup for someone who does not have a lot of experience. We used this software to mostly to track estimates. When estimates were approved and accepted by the customer it was simple to turn them into invoices.

Cons:

Once you add certain items into the system they cannot be deleted. For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry.

Alternatives Considered: QuickBooks Online

Reasons for Choosing Zoho Books: Price and availability. It was simple enough that we could use what we needed in the program.

Switched From: Sage 50cloud Accounting and QuickBooks Online

Reasons for Switching to Zoho Books: The price and overall feel of the product.

Cassi
Operations & Finance Director in US
Health, Wellness & Fitness, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

It's easy to use but that's as far as it goes

2.0 5 years ago

Comments: The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again. If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Pros:

It's easy to use if you're doing simple bookkeeping

Cons:

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution. If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks. I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

Miguel
Financial Advisor in US
Investment Banking, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Efficient and flexible financial management

5.0 4 months ago

Comments: Zoho Books is a reliable and comprehensive platform for enterprise financial management. With its wide range of features, it simplifies and optimizes financial processes.

Pros:

I like that it allows you to automatically import bank transactions, streamlining the reconciliation process and reducing manual errors. In addition, custom rules can be set up to automatically categorize transactions, saving time in manual sorting. Zoho Books is highly customizable and allows tailoring financial reports to our specific needs.

Cons:

On occasion, I have experienced delays and load times when accessing certain functions or working with large data sets.