Zoho Books Pricing, Features, Reviews & Comparison of Alternatives

Zoho Books Reviews

Zoho Books

Online accounting software

4.44/5 (107 reviews)
104,457     33,831

Zoho Books is a smart online accounting software that will streamline your back office operations, automate business workflows and help you securely collaborate with your accountant online.

It is designed for all business sizes, from small businesses to large enterprises, and works well for services, consulting and marketing companies. With the latest inventory feature, retail businesses can keep track of their stock and make smart purchase decisions. Zoho Books allows you to invoice your clients in their currency and it’s also available in 11 languages.

Apart from its core functions, Zoho Books’ integration with Zoho CRM provides a platform for your sales and finance team to interact effortlessly and reduce manual & duplicate data entry.

Zoho Books is a web-based application and is available on iOS, Android and even windows app.

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!
www.zoho.com

Zoho Books Reviews (107)

Most positive review

 Important and easy

I am working as wholesaler, zoho books helped me in decision making very useful and easy to use but need some improvement in inventory management.thanks to cloud basis I am using this app from different locations and devices.

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Reviewed 28th of December, 2015 by Mostafa Abou el seoud

Most critical review

 zoho books

many JE's needed to get around pitfalls. Is an add on for a CRM. NOT a thorough acct program EX: Journal entry does not allow use of a bank account. many trans have 2work around shortcomings.

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Reviewed 26th of October, 2015 by Accounting Consultant

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Zoho Books Pricing

Starting from: $9.00/month

Pricing model: Subscription

Free Trial: Available (No Credit Card required)

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:
Basic - $9 per organization, per month.
Standard - $19 per organization, per month.
Professional - $29 per organization, per month.

View Pricing Plans

Key Features of Zoho Books

  • Real time reporting
  • Multi-country
  • Profit and loss (P&L)
  • Recurring invoices
  • Credit notes
  • Send quotes or estimates
  • Chart of accounts
  • Manual journals
  • 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, and Authorize.net integrations
  • Accountant reports: trial balance, general ledger, and more
  • Expenses tracking
  • Automated banking
  • Collaborative client portal
  • Reporting
  • P&L (profit & loss), balance sheet, and cash flow statement
  • Real-time inventory tracking
  • Prepare financial statements
  • Add tasks and assign project members
  • Log time via mobile phone
  • Timesheets
  • Track reimbursable expenses
  • Automate banking
  • Connect bank and credit card accounts
  • Match automated feeds with transactions
  • Create multiple purchase orders
  • Keep track of customer orders
  • Convert sales orders to purchase orders if stocks are low
  • Generate invoices
  • Contact database
  • Role-based access
  • Workflow management
  • Recurring tasks and billing
  • Auto charges
  • Payment thank you notes
  • Payment reminders
  • Create sales reports
  • Produce purchase reports
  • See sales tax reports
  • Document management
  • Invoice templates
  • Project time tracking
  • Accounting and tax
  • Exhaustive reports
  • Mobile apps
  • Online payments

Zoho Books Screenshots (5)

Zoho Books screenshot: Zoho Books- DashboardZoho Books screenshot: Zoho Books- BankingZoho Books screenshot: Zoho Books- EstimatesZoho Books screenshot: Zoho Books- RemindersZoho Books screenshot: Zoho Books- Invoice creation

Specifications

Intended Users
Freelancers, Large Enterprises, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, 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, Video Tutorials

Alternatives to Zoho Books

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

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

Videos

Zoho Books Category Leaders

Reviews
Integrations
Mobile
Media
Security

#5 in Accounting

View full ranking
76
14
16
17
16
13

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn
Born well Mwewa

Great but a bit costly

12/03/2017

Hope the costs get lower as you get more subscribers. Thank you

Pros

Lovely easy to use accounting service It has help us streamline our books without needing expensive accountants always up and online

Cons

Currently on a plan paying 30 dollars a month which is a bit on the high side for a small non profit

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Karen Risse

Easy to use, easy to set up, highly customizable

28/02/2017

Strong product for managing your books. We compared it to several other options including Quickbooks and we're sold!

Pros

Love it for several reasons - one is because it interfaces with Zoho Recruit so well. It was easy to set up and we liked the customization options. Fully functional!

Cons

We had a slight snag in our set up but the customer support team was very responsive and helped get us up in running in no time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Eve Godfrey

The program takes some time to understand but a good software

24/02/2017

A program that easily tells money flow in the enterprise keeps accounting data very beautiful. Also, connecting credit cards was also very helpful. Diagramming is also very useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Albert Polia

Functional and efficient/

24/02/2017

I think it's a necessary program. Because everyone wants to take a close look at the financial situation of the company. And the program works right here. It shows almost everything with all the details. A very successful program.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Peter Burger

i love it

24/02/2017

I like Zoho books and I can recommend it everyone. The best accounting app in my view. functions are made for absolutely everything you want

Rating breakdown

Ease of use
Features
Source: Capterra
Helpful?   Yes   No
Read more
Ilkin Yaqublu

everything is okay

23/02/2017

Everything is okay, but the design and usage system is bit complicated, and sometimes i can't find some tools which might be suitable for me.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jacob Hill

one problem

23/02/2017

I used it about 7 months ago, but now I cannot even start it. I am so disappointed about losing that kinda system. i will try again, if I will not get any result, i will contact you(

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tayfur Memmedzade

customer service is brilliant

23/02/2017

Why I will gave 5 stars to that perfect program? Because it has a so poor customer care. Everything else is awesome, i think they have to do something about that

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Balabey Zeka

works properly but poor customer support!

21/02/2017

It is not only for business owners also individuals can use it for track their money or manage it. There are several things you can do. But customer service is bad, i dont like. Anyway i am happy to review to Zohobooks)

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mahbuba Bedelova

Best budgeting app ever

21/02/2017

All workers are using Zohobooks in our company and I did not feel any unconformability about it. In my view, it really helps you.

Rating breakdown

Ease of use
Features
Source: Capterra
Helpful?   Yes   No
Read more

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Frequently used together