About Zoho Books

Zoho Books is a smart online accounting software designed to help businesses streamline their back office operations, automate business workflows, and help securely collaborate with accountants online. It is designed for all business sizes, from small businesses to large enterprises, and can be used by services, consulting, and marketing companies. The accounting solution offers a range of features including cash flow management, invoicing, including one-off or recurring invoice generation, balance sheet management, inventory management, purchase order management, expense tracking, automated workflow creation, and much more.

With the inventory feature, retail businesses can keep track of their stock and make smart purchase decisions. Zoho Books allows users to invoice their clients in their currency and it's also available in 11 languages.Using Zoho as an accounting tool, businesses can gain a clear picture of how much money their business is generating. Users can manage customers and invoice them either online or by mail, automate recurring invoices, set up payment reminders and payment thank-you notes, and get paid faster with online payment gateways. Businesses can manage and control expenses and cash outflow with Zoho Books and record invoices and commitments for purchases, services, and even for reimbursable expenses like client travel.

With Zoho Books accounting software, users can share -or delegate- accounting duties to anyone in the organization, but set different permissions for employees. Get professional help with accounting by easily sharing your books with your accountant or financial advisor. Record and monitor bank and credit card transactions like deposits, fund transfers, checks, expenses, credits, and refunds. Easily reconcile them with bank and credit card statements. Zoho Books facilitates integration with other Zoho apps including Zoho Sign, Zoho CRM, Zoho Inventory, Zoho Analytics, and more, as well as third party solutions such as PayPal, Stripe, G Suite, Dropbox, Slack, and more.

Pricing starting from:

£6.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Zoho Books

* Unlimited invoicing
* Recording and tracking bills from vendors
* Expense tracking
* Recording & monitoring bank/credit card transactions
* Reconciling bank and credit card accounts
* Full fledged multiple currency support
* Receiving online payments from customers
* Managing contacts – customers and vendors
* Financial reports – Tax Reports, Trial Balance, Profit & Loss, Balance Sheet, etc.
* Multi-user support and data access to your accountant
* Customizable templates and snail mailing of invoice and quotes
*Client Portal for users
*Purchase Order
*Calendar view of timesheets
*Weekly timesheet
*Upload Expense Receipt
*Attach files to Invoices and Bills
*Dashboard for quick insights
*Attach unbilled projects and expenses while creating invoices.
*REST APIs

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Countries available

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

Supported Languages

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

Pricing starting from:

£6.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Zoho Books Software - Zoho Books vendor portal
Zoho Books Software - Zoho Books mobile support
Zoho Books Software - Zoho Books reporting
Zoho Books Software - Zoho Books audit trails
Zoho Books Software - Zoho Books product details
View 6 more
Zoho Books video
Zoho Books Software - Zoho Books vendor portal
Zoho Books Software - Zoho Books mobile support
Zoho Books Software - Zoho Books reporting
Zoho Books Software - Zoho Books audit trails
Zoho Books Software - Zoho Books product details

Features

Total features of Zoho Books: 97

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Approval Process Control
  • Audit Trail
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • Cash Management
  • Cataloguing/Categorisation
  • Client Portal
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Cost Management
  • Customer Statements
  • Customisable Invoices
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Security
  • Data Visualisation
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Government
  • For Legal Professionals
  • For Medical Purposes
  • For Real Estate
  • For Small Businesses
  • For Trucking Industry
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12
  • Mobile App
  • Mobile Payments
  • Multi-Company
  • Multi-Currency
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Online Time Tracking Software
  • PO Reconciliation
  • Payment Processing
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • 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
  • Visual Analytics
  • Workflow Management

Alternatives

Vyapar

4.4
#1 Alternative to Zoho Books
Vyapar can be useful in a number of ways: Inventory tracking, Automate invoicing, Business reporting, Free payment...

Odoo

4.1
#2 Alternative to Zoho Books
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Sage 100

4.1
#3 Alternative to Zoho Books
Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies.

Quicken

3.9
#4 Alternative to Zoho Books
Quicken helps you to bring your accounts together and you will easily understand how much money you really have....

Reviews

Overall rating

4.4 /5
(618)
Value for Money
4.4/5
Features
4.2/5
Ease of Use
4.3/5
Customer Support
4.2/5

Already have Zoho Books?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 618
Daniel
Daniel
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Why limit yourself to just Books?

Reviewed on 20/06/2019

Pros

I think Zoho Books is on par with all the other bookkeeping software, but what is even better is how it integrates with all of the other Zoho products. I have had to integrate SFDC with ZenDesk and other solutions and what a pain! The fact that books integrate with their CRM with their Desk app is wonderful. This does everything you need from creating invoices to managing expenses and accounts. Very easy to use and full-featured. It is a definite must for small businesses that are looking for a robust affordable solution that might also need a CRM (look at zoho one).

Cons

With any bookkeeping software, there is a learning curve. Not always the easiest, but certainly worth it. Once you get all of your accounts set up you'll need to make sure you get all of your payment processes in place. Which is nice once it's ready because people can simply pay from click on an invoice. My only complaint would be how certain things don't flow as easily as I would like to start off with. But once you get it figured out it's pretty easy and will save you tons of head aches when time goes on.

Jordan
Overall rating
  • Industry: E-Learning
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great QuickBooks competitor with additional features to boot

Reviewed on 17/05/2022

Pros

I am a big fan of Zoho Books. For the same price of a QuickBooks subscription, I was able to purchase a license to Zoho One, which comes with dozens of other valuable apps (Zoho Forms, Zoho CRM, Zoho Survey, Zoho Social, Zoho Marketing Automation, Zoho Analytics, Zoho Sign, Zoho Meeting, Zoho Desk, Zoho Projects, Zoho Expenses, Zoho Recruit, Zoho Flow).

I did the math recently, and figured out that if I were to buy each of the Zoho applications I use from an equivalent competitor, I would be spending $600 more than the cost of a Zoho One subscription each month.

For Zoho Books in particular, it has all of the features I used in QuickBooks, plus easy-to-use workflow automations and integrations with the rest of the Zoho One suite. It's very helpful to be able to cross-reference Zoho Books data within their CRM for example.

Overall, I highly recommend Zoho Books, but encourage you to purchase the full Zoho One suite rather than Books as a standalone application.

Cons

I wish they had a few more payment processors available.

Alternatives Considered

FreshBooks, Wave and Xero

Reasons for Choosing Zoho Books

For the same price as QuickBooks, I was able to get the full Zoho One Suite.

Switched From

QuickBooks Online

Reasons for Switching to Zoho Books

Integration with Zoho One.
Rob
Overall rating
  • Industry: Telecommunications
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

RUN do not walk way from this product!

Reviewed on 27/04/2021

I would rather deal with the IRS, Comcast and AT&T all at once than this company.

I would rather deal with the IRS, Comcast and AT&T all at once than this company.

Pros

Zoho has been a constant and ongoing headache since switching 3 years ago. Since then it has been an ongoing everyday headache. Support simply does not exist with this company. Support articles are 10 years old and do reflect the current software.

Cons

Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.

Eric
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great Product For Those Who Know Accounting

Reviewed on 19/10/2020

My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because...

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.

Alternatives Considered

QuickBooks Desktop Enterprise

Reasons for Choosing Zoho Books

Zoho Invoice was excellent at invoicing and tracking client expenses. However, I wanted a product that did more than those two things.

Switched From

Zoho Invoice

Reasons for Switching to Zoho Books

I was already familiar with Zoho through the use of Zoho Writer and Zoho Invoice. It was easier to simply switch to Zoho Books, which had a familiar and pleasing user interface. Also, Zoho Books was a better buy for the money.
David
David
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Using ZOHO Books for invoicing and payments in US Dollars and Mexican Pesos

Reviewed on 14/01/2022

use it for all client invoices and payments
also use for all vendor payments and invoice tracking...

use it for all client invoices and payments
also use for all vendor payments and invoice tracking of accounts payable and recieveable

Pros

very easy interface with Zoho CRM and integration with online payment capabilities in both US Dollars and Mexican Pesos

Cons

the multi currency feature is sometimes glitchy in reports

Alternatives Considered

Best Movers CRM and QuickBooks Desktop Enterprise

Reasons for Choosing Zoho Books

more functionality

Reasons for Switching to Zoho Books

much easier interface and the integration with a partner CRM program within ZOHO
Showing 5 reviews of 618 Read all reviews

Zoho Books FAQs

Below are some frequently asked questions for Zoho Books.

Zoho Books offers the following pricing plans:

  • Starting from: £6.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Start with the 14-day free trial and later subscribe to a plan that fits your business needs. Zoho Books is available in 6 plans: Free - $0, for businesses with turnover <50K USD per annum. Standard - $15 per organization, per month, billed annually. Professional - $40 per organization, per month, billed annually. Premium - $60 per organization, per month, billed annually. Elite - $120 per organization, per month, billed annually. Ultimate - $240 per organization, per month, billed annually.

Zoho Books has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Zoho Books supports the following languages:

Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish

Zoho Books supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Zoho Books integrates with the following applications:

2Checkout, Avalara, Box, Braintree, CSG Forte, Dropbox Business, Entryless, Evernote Teams, Google Drive, Google Workspace, Microsoft 365, OneDrive, PayPal, Slack, Square Point of Sale, Stripe, Twilio, Worldpay, Zapier, Zoho Analytics, Zoho Billing, Zoho CRM, Zoho Docs, Zoho Expense, Zoho Flow, Zoho Inventory, Zoho Invoice, Zoho People, Zoho Projects, Zoho Sign, authorize.net

Zoho Books offers the following support options:

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

Related categories

See all software categories found for Zoho Books.