Zoho Books
By Zoho Books
Yearly,Monthly
0 Days
About Company
Pricing of Zoho Books
Free
USD 0
USD
- 1 User + 1 Accountant
- Manage Clients
- Manage Invoices (Up to 1
- 000 per annum)
- Client Portal
- Online/Offline Payments
- Automate Payment Reminders
- Multi-lingual Invoicing
- Credit Notes
- Recurring Invoices
- Expenses & Mileage Tracking
- Add Multiple Bank and Credit Card Accounts
- Import Bank and Credit Card Statements
- Bank Rules & Reconciliation
- Chart of Accounts & Sub-accounts
- Manual Journals
- Reports
- Invoice Customization
- Manage 1099 Contractors
- Payment Gateways
- Integrations Zoho Apps Other Apps
- Zoho Apps
Standard
USD 20
/Month
USD
- Invite 3 Users
- Includes features of Free plan
- plus
- Manage Invoices (Up to 5
- 000)
- Recurring Expenses
- Connect and fetch bank & credit card feeds via bank feeds provider
- Predefined User Roles
- Track Project Expenses and Invoice
- Bulk Updates
- Transaction Locking
- Custom Views
- Custom Fields
- Reporting Tags
- Track Sales Tax
- Payment Gateways
- Integrations Avalara Zendesk
- Avalara
- Zendesk
- Support : Email
- Voice
- Chat
- Users (Add an additional user) : $3 per User per Month
- Advanced Autoscans : $10 (50 Scans per
Professional
USD 50
/Month
USD
- Invite 5 Users
- Includes features of Standard plan
- plus
- 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)
Premium
USD 70
/Month
USD
- Invite 10 Users
- Includes features of Professional plan
- plus
- Custom Domain
- Vendor Portal
- Budgeting
- Custom Buttons
- Validation Rules
- Related Lists
- WebTabs
- Custom Functions
- Custom Schedulers
- Webhooks
- Workflow Rules (Up to 200)
- Integrations Zoho Sign Twilio
- Zoho Sign
- Twilio
- Support : Email
- Voice
- Chat
- Includes features of Add-ons
- Invite 10 Users
- Includes features of Professional plan
- plus
- Custom Domain
- Vendor Portal
- Budgeting
- Custom Buttons
- Validation Rules
- Related Lists
- WebTabs
- Custom Functions
- C
Key Features of Zoho Books
- Tax Management
- Spend Management
- Revenue Recognition
- Purchasing
- Project Accounting
- Payroll
- Multi-Currency
- General Ledger
- Fixed Asset Management
- Expense Tracking
- CPA Firms
- Collections
- Cash Management
- Billing and Invoicing
- Bank Reconciliation
- Accounts Receivable
- Accounts Payable
Specification
Other Categories:
Business Management Software, Business Management Software For Mac, ERP Software, Accounting Software, Accounting Software For Free, Accounting Software For Individuals, Accounting Software For Mac, Accounting Software For PC, Accounting Software For Small Business, Accounts Payable Automation Software, Billing And Invoicing Software, Free Accounting Software, GST Software, Personal Finance Software, Subscription Billing Software, Medical Billing Software, Payroll Accounting software, Retail POS Software, POS Billing Software, Fixed Asset Accounting Software, Supermarket Billing Software, Restaurant Billing Software, Retail Billing Software, Bar Code Billing Software, Wholesale Billing Software, Online Accounting Software, Retail Accounting software, Fund Accounting Software, Accounts Receivable Software, Accounts Payable Software, Nonprofit Accounting Software, Pharmacy Billing Software, Payment Management Software, Accounting Practice Management Software, Legal Billing Software, Trust Accounting Software, Account Based Marketing Software, Recurring Billing Software, Auto Dealer Accounting Software
Deployment:
Cloud Hosted
Customer Support:
Online (Ticket),Business Hours
Customization:
No
Languages Support:
English
Who uses Zoho Books
Personal
SMEs
Enterprises
Company Details
- Company Name: Zoho Books
- Headquarter: Pleasanton, California United States
- Website: Visit Website
- Social Media:
Description
Zoho Books Video
Alternative
Zoho Books Screenshots
User Reviews 
Write a Review
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Free trial is misleading
PROS & CONS
What are the best aspects of this product?
Features, but beware if taking out a trial that some of the features are only available in the premium edition and you won't know which features those are until you start your subscription
What aspects are problematic or could work better?
I recently took out a trial of zoho books. I had a look at the features and they looked very good. I had been using QBO previously. I verified that all the functionality that I needed was explicitly mentioned in the pricing plan and I subscribed to the professional edition.
After placing my subscription, I went to use one of the features that was available during the trial and discovered it was not there. I dropped an email to support and they came back and said the feature I wanted to use (multi transaction series) was only available in the premium edition! That's another C$10 per month. Nowhere is it mentioned on their website that multi transaction series is only available in premium edition.
I now begin to wonder, what other features were paraded in the trial that are only available in premium and yet not explicitly stated?
I think this is a very misleading way of doing business. I replied back to the support saying that there is no mention on the website that multi transaction series is only available in the premium edition. I have still not heard back from them.
Very disappointed.
What features/services would you like to see in future versions of this product?
n/a
What specific problems in your company were solved by this product?
Book keeping
Are you a current user of this product?
Yes
- Anonymous Reviewer
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
- Marco
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
- Tasha
It's worth using, simple to deploy, and has everything you need --- far better than QuickBooks!
PROS & CONS
What are the best aspects of this product?
I find it easy to utilize. It's also user-friendly. It's so structured that anyone can learn it within a few hours. Once you get the hang of it, it's a cinch to navigate and use. It's been a few years since I've used this. So far, I've yet to reach out for professional help. The guys from Zoho does a great job updating the software. Best of all, it hasn't broken down on me!
What aspects are problematic or could work better?
It's difficult to find something I hate with the software. For the past few years, it hasn't let me down. I'm really happy with the way things turned out. The one thing that this app should include in its arsenal is white labelling. I like to get my logo at the top part instead of the typical Zoho label so it can mesh with the identity of my organization.
What specific problems in your company were solved by this product?
It's all about tracking my finances everyday. We're constantly coming up with invoices and estimates, and then sharing it with customers. Some of my customers prefer making payment via PayPal. That way can make payment straight from the invoice. They also have a customer portal so customers can peek into their historical data.
Are you a current user of this product?
Yes
- Dexter
FAQ's
Zoho Books has 4 plans,
- Free USD 0
- Standard USD 20 /Month
- Professional USD 50 /Month
- Premium USD 70 /Month
Zoho Books is the Accounting Software Used for the below functionalities
Top 5 Zoho Books features
- Tax Management
- Spend Management
- Revenue Recognition
- Purchasing
- Project Accounting
Zoho Books provides Online (Ticket),Business Hours support.
Zoho Books is not allowing Free Trial.