Who Uses Zoho Books?

Freelancers, Medium Business, Small Business

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.

Zoho Books Details

Zoho

https://www.zoho.com/

Founded 1996

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Zoho Books pricing overview

See pricing plans

Zoho Books does not have a free version but does offer a free trial. Zoho Books paid version starts at $12.00/month.


Starting Price

$12.00/month See pricing details

Pricing Details

Start with the 14-day free trial and later subscribe to a plan that fits your business needs. Zoho Books is available in 3 plans: Standard - $15 per organization, per month, billed annually. Professional - $40 per organization, per month, billed annually. Premium - $60 per organization, per month, billed annually.

Free Version

No

Free Trial

Zoho Books deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Zoho Books Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

View full list of Accounting Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customisable Branding
  • Customisable Invoices
  • Customizable Reports
  • Customizable Templates
  • Document Management
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Estimating
  • Expense Tracking
  • Financial Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Tax Calculation
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Billing and Invoicing Software

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • ERP
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Scenario Planning
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

View full list of Financial Reporting Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Budget Control
  • Budgeting/Forecasting
  • Cataloguing/Categorisation
  • Compliance Management
  • Contract/License Management
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Expense Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Order Processing
  • Order Tracking
  • Procurement Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Purchasing Reports
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Requisition Management
  • Search/Filter
  • Shipping Management
  • Sourcing Management
  • Spend Analysis
  • Spend Control
  • Spend Management
  • Supplier Management
  • Third Party Integrations
  • User Management
  • Vendor Management
  • Warehouse Management
  • Workflow Management

View full list of Purchasing Software

  • API
  • Accounting
  • Accounts Payable
  • Activity Dashboard
  • Assessment Management
  • Attendance Management
  • Attendance Tracking
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Calendar Management
  • Cash Flow Management
  • Cash Management
  • Class Loading
  • Class Scheduling
  • Communication Management
  • Contact Management
  • Customizable Reports
  • Data Import/Export
  • Donor Management
  • Electronic Payments
  • Employee Management
  • Expense Tracking
  • Financial Aid Management
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • For Private Schools
  • For Special Education
  • Fund Accounting
  • General Ledger
  • Grade Management
  • Higher Education
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • K-12
  • Multi-Currency
  • Payroll Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Real Time Data
  • Real Time Reporting
  • Records Management
  • Recurring/Subscription Billing
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Third Party Integrations

View full list of School Accounting Software

  • API
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Asset Accounting
  • Automatic Backup
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Check Writing
  • Client Portal
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Expense Tracking
  • Fee Calculation & Posting
  • General Ledger
  • Invoice Management
  • Invoice Processing
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Secure Data Storage
  • Task Management
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Two-Factor Authentication
  • Workflow Management

View full list of Trust Accounting Software

Zoho Books Alternatives

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Zoho Books Reviews

Read all reviews

Overall rating

4.4/5

Average score

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

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Write a Review!
Deepak B.
Chief Operating Officer
Information Technology & Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 09/10/2019

"Great Collaboration"

Comments: Great experience although after 2 years we are still learning, it is good for indian accounting system

Pros: The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful

Cons: I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers

  • Reviewer Source 
  • Reviewed on 09/10/2019
Bob M.
owner
Retail, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/11/2020

"great option for accounting software"

Comments: There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.

Pros: It does everything that I need it to do, and for far less than it's competition.

Cons: There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

  • Reviewer Source 
  • Reviewed on 17/11/2020
Cassi H.
Operations & Finance Director
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    2 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    2 /5
  • Customer Support
    2 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 18/12/2018

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

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.

  • Reviewer Source 
  • Reviewed on 18/12/2018
Verified Reviewer
Finance Manager
Education Management, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 19/12/2020

""Zoho Books"; Accounting made easy."

Comments: I have been in the field of finance and accounting for quite a couple of time now and have tested many accounting softwares. I finally landed on Zoho Books and my experience with this software is amazingly outstanding in its results and ease of use.

Pros: It's very effective and efficient in its operations. Zoho Books perform splendid task as expected. The BRS statement is also an amazing feature I enjoy mostly on this software as it prints clearly all required details as expected.

Cons: For the fact that the little shortcomings are prevalent regarding the usage of this software, its benefits cannot be outweighed.
The only problem i think is with this software is for the fact that you must be familiar with the accounting terms as a new user to be able to effectively use the function to the fullest benefits.
A learning or help pop ups when added to the features will be of help especially to new users

  • Reviewer Source 
  • Reviewed on 19/12/2020
Eric Y.
Attorney
Law Practice, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 19/10/2020

"Great Product For Those Who Know Accounting"

Comments: My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Pros: I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Cons: I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.

  • Reviewer Source 
  • Reviewed on 19/10/2020