Who is Zoho Books For?

Zoho Books sets itself apart from other accounting solutions because it's designed for freelancers and small business owners. The interface is easy to use, making Zoho Books a solution that even a person who isn't financially minded can understand.

Among Zoho Books' many clients are accountants, business owners, freelancers, designers, photographers, writers, marketing professionals, interior designers and many more. Because it integrates easily with Zoho CRM, it can help sales people quickly learn the credit status of each client within Zoho CRM.

Read the full GetApp Analysis

Overview

1. Money In

Using Zoho as your accounting tool you will get a clear picture of how much money your business is generating. Manage your customers and invoice them either online or by mail. Automate recurring invoices, payment reminders and payment thank-you notes. Get paid faster with our online payment gateways.

2. Money Out

Manage and control your expenses and cash outflow. Record invoices and commitments for purchases, services and even for reimbursable expenses like client travel. Keep track of the outstanding balances with each one of your vendors and pay on time.

3. Take On the World

Transact globally with our multi-currency capabilities. Record foreign currency invoices and expenses. Plus, Zoho Books is an accounting application that goes with you wherever you go, so your business is always one click away from you, regardless where you are.

4. Banking and Credit Cards

Record and monitor your bank and credit card transactions like deposits, fund transfers, checks, expenses, credits and refunds. Easily reconcile them with your bank and credit card statements.

5. Real-Time Collaboration

Share -or delegate- the accounting duties to anyone in your organization, but set different permissions for you and your employees. Get professional help with your accounting by easily sharing your books with your accountant or financial advisor.


6. Stay on Top of Your Business

Glance through the dashboard of this financial accounting software to know what’s going well with your business and what’s not. Make smart and quick business decisions with the help of our insightful, available-anywhere reports.

7. Safe and secure

Our servers are housed in most secure data centers. We use 256 bit SSL encryption, state of the art infrastructure and software security to ensure the safety of your data. Your data is regularly backed up and replicated across secure locations.

8. Access anywhere, anytime

Traveling for business or pleasure? You can access your data anywhere, anytime. All you need is a web browser and an internet connection. Using a web-based accounting software can be so easy!

Screenshots

Specifications

Intended Users
Freelancers, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, Windows, Web-based, Windows Phone
Supported Countries
Asia, Australia, Canada, China, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
Chinese (Simplified), Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support
Certifications
Safe Harbor

Pricing

Starting from: $24.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

14 day free trial. $24 per month, $240 per year

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Key Features

  • Online Invoicing
  • Recurring Invoices
  • Send Snail Mail
  • Send Quotes or Estimates
  • Credit Notes
  • Expense Tracking
  • Chart of Accounts
  • Manual Journals
  • Time Tracking
  • Log hours and invoicing projects
  • Record transactions for expense and deposit
  • Automatic Bank Feeds
  • Bank Rules
  • Reconcile Bank and Credit Card Accounts
  • PayPal, PayPal Payflow, Authorize.net
  • Financial Reports: Balance Sheet, Profit and Loss,...
  • Accountant Reports: Trial Balance, General Ledger, ...
  • Tax, Invoice, Sales, Expense & Project Reports
  • Absolutely Free Support
  • Purchase Orders & Sales Order

Benefits

* 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

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GetApp Analysis

As the number of small businesses and sole proprietorships has grown, a demand has emerged for easy-to-use, affordable software. Zoho Books makes the process both easy and affordable, giving SMBs and freelancers the ability to invoice clients, keep track of expenses and income, and get paid more quickly.

Because Zoho Books is cloud-based, all activity is conducted online, making it accessible from any internet-connected device. This also allows multiple team members to manage finances, ensuring business continues uninterrupted while someone is on vacation or busy with other tasks.

The dashboard gives a graphic view of all account activity

What is Zoho Books?

Many key business decisions are made based on finances. Zoho Books gives businesses complete visibility into the condition of their books, while also automating mundane tasks like sending invoices and tracking payments.

Designed specifically for freelancers and small businesses, Zoho Books recognizes that each business has its own unique needs. For that reason, the software prompts users to customize invoices to include discounts, add shipping costs, include sales personnel names for commission purposes, and more.

Zoho Books prompts businesses to set personal preferences when invoicing clients

Main Features

Create Invoices

Zoho Books automates the process of sending invoices to customers, allowing information to be entered directly into a customizable template that represents a business's brand. Taxes and discounts can be applied to the invoice to the business's specifications. With Price Lists, businesses can input up-to-date information on their pricing for both internal and external users. Projects and Time Sheets give businesses the ability to track time and stay on budget, ensuring they are compensated for the work they do.

Once the invoice has been completed, it can be emailed or sent by snail mail. After creation, the invoice is also saved in the business's database for future reference.

Zoho Books allows you to add a variety of customer info when creating new invoices

Send Estimates

Before a customer can be invoiced, he must first agree to do the work. The first step of any job is to provide a cost estimate to the customer, which then gives him the information he needs to make a decision to hire a business or freelancer.

A business can view all estimates by those that have been viewed, accepted, invoiced, declined, or expired. This allows for easy follow-up to ensure no projects fall through the cracks.

Estimates can be created and sent using Zoho Books

Track Expenses

To input expenses, businesses need only to manually enter expenses individually or import from an existing source. Receipts can be attached to each expense as it is added.

Once entered, expenses can be tracked through reports that show where a business's money is being spent during a specified period. Expenses can be broken into categories for tax accounting purposes.

Receipts can be easily attached for quick reimbursement

Pay Bills

Just as businesses spend a great deal of time billing customers, they also are required to spend time paying bills, as well. Zoho Books lets users input bills and mark whether they've been paid or not. Recurring billing can also be set up for subscription-based billing. With a client portal, clients can gain access to the information pertaining to their specific account, paying bills online with just one click.

Bills can be prioritized by the date due, ensuring those that are due first are paid first. Through the dashboard, users can see all bills or only those that are open, overdue, unpaid, partially paid, paid, or void.

Bills can be sorted and prioritized by status. See which bills are paid, unpaid and overdue

Reports

With Zoho Books, information is consistently updated, giving businesses access to information on finances. Users simply choose a date range and the type of report and information is immediately provided.

Once created, reports can be either sent to a printer or exported to a PDF for sharing with associates or accountants. These reports can also be used for reporting to investors or board members.

Cash flow statement reports can be automatically generated and then printed, downloaded and emailed

Inventory

Purchase orders and sales orders can also be input and tracked in Zoho Books, helping a business better manage its inventory. Inventory can be managed to allow a business's accounting to flow seamlessly from pre-sale to post-sale status.

Zoho Books' inventory module includes products, price books, vendors, quotes, sales orders, purchase orders, and invoices.

Inventory reports can be generated for a selected date range, giving a quick summary of stock details and associated orders

Banking

Through settings, a business can set up Zoho Books to gather information directly from its bank account automatically. This information can also be imported manually on an as-needed basis. This makes Zoho Books a virtual representation of a business's bank account.

With Zoho Books Bank Feeds, businesses can get bank transactions automatically in real time, saving time and effort on duplicate entry. Transactions can be categorized to make it easy to find a specific item.

Banking transactions can be seen in real-time and associated with your saved invoices

Integrations

Zoho Books integrates with several apps frequently used by freelancers and small business owners. The app's integration with payment gateways like Stripe, PayPal, PayPal Payflow Pro, Braintree, Authorize.net, and 2Checkout.

Many of Zoho's apps work together for a seamless user experience. Zoho Books works with Zoho CRM, Zoho Sheet, and Zoho Projects.

Pricing

Zoho Books is priced at $24 per month with an annual plan available for $240 per year. This includes a two-month discount. All features are unlimited in Zoho Books' paid plan.

Bottom Line

  • Create and send invoices that can later be tracked.
  • Track the status of bills.
  • Create estimates to initiate work.
  • Track expenses and attach receipts.
  • Run reports to determine the state of a business's finances.

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User Reviews

Verified
Reviewer

False representation from ZOHO

President and owner ( company, 11-50 employees)10th of February 00:17

I have been using ZOHO Invoices and ZOHO CRM for over a year now. After comparing various accounting solutions I decided to go with ZOHO Books. One of the key feature was the ability to automate the Account reconciliation through a feed from my financial institution. To make sure it was available to me before I start investing time and energy I checked on the site to make sure my bank was part of the financial institutions list that can integrate into Zoho books. I even called Customer support and both sources confirmed me that I was ok After having done 2 days worth of work to get ready for the switch I couldn't set-up the bridge with my banks, After a few calls, tickets and emails, I was told that my bank wasn't supported and was given no timeline when this would be made available. Quite a lousy experience . They didn't even offer any alternative solutions or credit to retain my business.

Good financial management software tool for small businesses

Keean18th of April, 2011 15:41

Zoho Books is point-to-point accounting software for SMB’s that allows companies to manage their finances and make better decisions. The collaboration and visibility within the tool allows owners, management and accounting resources to understand the flow of money in and out of the company and help forecasting for the business. When examining money coming into a business, Zoho Books facilitates the management of invoices, quotes, and credit notes. For money going out of a business, Zoho Books manages the expenses and bills. A company’s credit cards and bank accounts can also be managed with Zoho Books. For companies that operate internationally, Zoho Books provides a wide variety of currency exchange within the tool. Full review at http://www.getapp.com/evaluation-center/zoho-books-independent-analyst-review/apps-evaluation

Write a review

FAQs for Zoho Books

Below are some frequently asked questions for Zoho Books.

Q. What are the main features of Zoho Books?

Zoho Books offers the following features:

  • Online Invoicing
  • Recurring Invoices
  • Send Snail Mail
  • Send Quotes or Estimates
  • Credit Notes
  • Expense Tracking
  • Chart of Accounts
  • Manual Journals
  • Time Tracking
  • Log hours and invoicing projects
  • Record transactions for expense and deposit
  • Automatic Bank Feeds
  • Bank Rules
  • Reconcile Bank and Credit Card Accounts
  • PayPal, PayPal Payflow, Authorize.net
  • Financial Reports: Balance Sheet, Profit and Loss,...
  • Accountant Reports: Trial Balance, General Ledger, ...
  • Tax, Invoice, Sales, Expense & Project Reports
  • Absolutely Free Support
  • Purchase Orders & Sales Order

Q. How much does Zoho Books cost?

We have the following pricing information for Zoho Books:

Starting from: $24.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Q. Who are the typical users of Zoho Books?

Zoho Books has the following typical customers:

Freelancers, Mid Size Business, Small Business

Q. What languages does Zoho Books support?

Zoho Books supports the following languages:

Chinese (Simplified), Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish

Q. What type of pricing plans does Zoho Books offer?

Zoho Books has the following pricing plans:

Free Trial, Subscription

Q. Does Zoho Books support mobile devices?

Zoho Books supports the following devices:

Android, iPhone-iPad, Windows Phone

Q. Does Zoho Books offer an API?

Yes, Zoho Books has an API available for use.

Q. What other apps does Zoho Books integrate with?

Zoho Books integrates with the following applications:

Zoho CRM, Zoho Invoice, Stripe, PayPal, Authorize.net, 2Checkout, Braintree, Square, Avalara

Q. What level of support does Zoho Books offer?

Zoho Books offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support


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