Zoho Books Features

Zoho Books

Online accounting software for growing businesses

4.38/5 (442 reviews)

Zoho Books Features In Depth

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.

Competitor Feature Comparison

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API
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Tracking
Asset Accounting
Audit Trail
Automatic Billing
Bank Reconciliation
Billable Items Tracking
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
CPA Firms
Cash Management
Client Portal
Collections Management
Compliance Management
Consolidation/Roll-Up
Contact Database
Contact Management
Contingency Billing
Contract/License Management
Customer Statements
Customizable Fields
Customizable Invoices
Customizable Templates
Data Import/Export
Document Templates
Electronic Payments
Estimating
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
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Fund Accounting
General Ledger
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Income & Balance Sheet
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Inventory Tracking
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Online Invoicing
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Profit/Loss Statement
Project Accounting
Project Billing
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Reporting
Receipt Management
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Revenue Recognition
SSL Security
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Spend Management
Supplier Management
Task Management
Tax Calculation
Tax Management
Time & Expense Tracking
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Two-Factor Authentication
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Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Tracking
Asset Accounting
Audit Trail
Automatic Billing
Bank Reconciliation
Billable Items Tracking
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
CPA Firms
Cash Management
Client Portal
Collections Management
Compliance Management
Consolidation/Roll-Up
Contact Database
Contact Management
Contingency Billing
Contract/License Management
Customer Statements
Customizable Fields
Customizable Invoices
Customizable Templates
Data Import/Export
Document Templates
Electronic Payments
Estimating
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
For Private Schools
For Special Education
Fund Accounting
General Ledger
Hourly Billing
Income & Balance Sheet
Inventory Management
Inventory Tracking
Invoice History
Invoice Management
Invoice Processing
K-12
Mobile Payments
Monitoring
Multi-Company
Multi-Currency
Nonprofits
Online Invoicing
Online Payments
Order Tracking
Payment Processing
Payroll Management
Profit/Loss Statement
Project Accounting
Project Billing
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Reporting
Receipt Management
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Revenue Recognition
SSL Security
Sales Tax Management
Spend Management
Supplier Management
Task Management
Tax Calculation
Tax Management
Time & Expense Tracking
Timesheet Management
Two-Factor Authentication
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Tracking
Asset Accounting
Audit Trail
Automatic Billing
Bank Reconciliation
Billable Items Tracking
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
CPA Firms
Cash Management
Client Portal
Collections Management
Compliance Management
Consolidation/Roll-Up
Contact Database
Contact Management
Contingency Billing
Contract/License Management
Customer Statements
Customizable Fields
Customizable Invoices
Customizable Templates
Data Import/Export
Document Templates
Electronic Payments
Estimating
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
For Private Schools
For Special Education
Fund Accounting
General Ledger
Hourly Billing
Income & Balance Sheet
Inventory Management
Inventory Tracking
Invoice History
Invoice Management
Invoice Processing
K-12
Mobile Payments
Monitoring
Multi-Company
Multi-Currency
Nonprofits
Online Invoicing
Online Payments
Order Tracking
Payment Processing
Payroll Management
Profit/Loss Statement
Project Accounting
Project Billing
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Reporting
Receipt Management
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Revenue Recognition
SSL Security
Sales Tax Management
Spend Management
Supplier Management
Task Management
Tax Calculation
Tax Management
Time & Expense Tracking
Timesheet Management
Two-Factor Authentication
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


698 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


6,269 reviews

Zoho Books Feature Reviews

25 reviewers had the following to say about Zoho Books's features:

Anonymous
(Information Technology and Services company, 11-50 employees)

Simple to learn, improved accounting

2018-08-09

- Improved accounting operations - Enhanced financial reporting - Customizable templates

Pros

The templates are simple and straight forward, it is fast and supports multi users and currencies. The feature to create a portal for clients and suppliers is an additional bonus

Cons

We were unable to interface it with our previous accounting system in order to export data. So we had to input the historical data manually.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Great software at an inexpensive price!

2018-03-14

Pros

I like the easy user interface and the ability to send documents from email to expense and invoicing.

Cons

THey give you the basic reports and general dashboard of monthly income and expense but feels lacking in design.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Internet company, 1001-5000 employees)

An excellent tool that will take care of all your accounting needs.

2018-12-31

We use it for accounting needs.

Pros

Bank reconciliation feature is cool.

Cons

Integrating with third party apps is challenging.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Mostafa A.

Verified Reviewer

Important and easy

2015-12-28

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.

Pros

Accounting, reports and contacts management are excellent.

Cons

Inventory management need some improvements

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Carol C.

Great way to keep track of your books, must have!

2018-02-19

Pros

Allows bank sync and very easy invoicing and reporting. Also, compatible with Windows and Android devices.

Cons

Only offers limited third-party integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Emin N.

Efficient and reliable for finance and customer relations activities

2020-07-12

Zoho books will make payment and invoicing procedures smooth between sellers and buyers.

Pros

Especially during our customer relations workflow, there was no problem to integrate into Zoho CRM. 2) The software is easy to use, especially pricing and stock lists are very well-designed and time-saving 3) Financial reporting and bank reconciliation features let you share data with accounters which helps you to improve the quality of work procedures

Cons

For example, invoices, orders, payments.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Ummar H.

The turnkey solution for small businesses and firms

2018-05-17

Zoho books provide a very easy way to audit accounts too.

Pros

It's cloud-based very lightweight and overall user interface is very nicely designed which is also aesthetically pleasing.

Cons

Also the integration of local SMS API using webhooks is not fully possible.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Cezar H.

Simply awesome. It's got everything I need.

2016-11-25

It's simple to use (especially for someone that has never done accounting before) and has all the features I need to do my freelancing.

Pros

The UI and feature set

Cons

I would like to have reporting per client so that I can see how much I'm going to invoice my client.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Greg S.

Good price for basic functionality

2018-12-14

Pros

I also really like the fact that Zoho has so many native integrations with other products, such as Zoho Expense, and Zoho Inventory.

Cons

There is no budget module each reporting period all our reports have to be exported to excel to create a budget vs actual report.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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Martin M.

Zoho Books is a usable web-based accounting software

2016-11-25

It has multiple currencies, customizable reports and chart of accounts.

Pros

Multiple currencies Constomizable reports and chart of accounts

Cons

lack of payroll module impossible to convert between currencies excluding your main currency

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Sundeep M.

Easy to use and learn

2018-03-18

Generate reports to finalize year-end financial statement preparation for client reporting.

Pros

Easy to set up and automate certain financial tasks like sending invoices and online banking.

Cons

Customer service can take days to respond to queries or concerns, which can be a headache if you have time sensitive financial needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Prosper S.

Very easy to setup and use. Zoho allow interactions with non zoho products

2018-04-25

Easy upload of invoices and expenses, tracking my tax transactions and easy maintaining of accounting books

Pros

Recurring Bills Mass uploading of transactions cloud based transactional approval Tax compliant Live bank updates Price list feature comprehensive details for contacts Reminders

Cons

Does not support retail with multi-location.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Devashish K.

Great software, but lacks some features

2019-01-15

Zoho books can handle multiple currencies, so that's a plus point for someone doing international accounting.

Pros

Fast and easy to use user interface. It feels like in the development phase.

Cons

Lacks some basic features like Quick Slip printing (in which the receipt gets generated for a specific bill). 2. There is no option to set default account to accept payments, everytime one needs to select. 3.

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: Capterra
Helpful?   Yes   No
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Rabeesh C.

Easy software to use

2019-03-02

The facility of dashboard module is extremely different from other software.

Pros

In Zoho books, dashboard gives a wounder full experience for both Accountant and Management.It shows a bird eye view of finanacial position at a particular time period 3.

Cons

Its difficult to handle staff advance payment and there reimbursement

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
stefano c.

Managing your business from anyware

2016-11-25

It is also a great feature to be able to check payments , banking and A/R Aging from Zoho apps on my mobile. More tha once I have prepared invoices for the customers using my mobile while I was out side my office.

Pros

To be able to manage my busines from everywere

Cons

In Project I would like some features more, in Books I would like to be able to modify reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Bharath N.

The best accounting software ever!

2017-11-09

Pros

Account reconciliation functionalities and seamless integration and automation workflows. Very easy and handy to use with 100% intuitive interface

Cons

Report format not supported with tally and other company filing documents. terms are bit confusing but help covers all appreciate it!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Natasa M.

Very easy to use

2020-09-09

Very good accounting tool for SMEs, easy adaptable to country and company specifics.

Pros

All answers can be found online. Customizable to company's needs.

Cons

I am also missing the xml invoice export, for that I need another tool.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lance M.

For the most part, ZohoBooks has potential to do well. Only if their management listed to customers

2017-07-05

Recurring billing is included, and that is the only thing keeping our company with Zoho Books.

Pros

-Recurring Billing is included with the software - Unlimited users for one price - Partial integration with Zoho CRM - Client Portal - Customizable e-mail templates to customers - Customize invoices, estimates, and sales orders design - Square integration

Cons

They seem to build what they feel we need - Unable to Journal entry from the bank account, which doesn't allow you to easily process payroll unless you use their payroll service which lacks a lot of features

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
1 of 1 people found this review helpful
Helpful?   Yes   No
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Raj M.

Verified Reviewer

Very versatile web based book keeping system

2017-09-19

We use all different modules for booking keeping, including estimates, quotes, pro-forma invoices, purchase order, bank reconciliation, and year end reporting.

Pros

API integration is very powerful as we build our own tools to read and write info. in invoices and POs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Zoho Books

Hire us for API integrations with Zohobooks

Source: GetApp
Helpful?   Yes   No
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Troy D.

Zoho Books is the best online accounting software.

2019-09-11

This software makes so easy for us that how we can better manage our sales, marketing, invoices and accounts.

Pros

Zoho Books makes our life so easier by managing all of our invoices and expenses and get ready your checks to get rid all of our our money easily.

Cons

This software is not so easy to use especially for the beginners is that they cannot easily handle the advanced payments and in this why they faced a lot of problems about the payments acceptance and invoices recurring.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ann C.

Verified Reviewer

Go-To Invoicing Software Everyone Should Have

2015-09-22

On the other side of the coin, I hope they also have an API integrated in their system.

Pros

It's detailed report on overdue invoices are great for us to pound the ones that need to pay. 2.

Cons

However, I wish they have an API integration with the system.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
SUJIT B.

Its very easy to use and I did almost all the GST returns with my own. I am not an accountant.

2018-07-19

Major benefit is I saved a money of GST filing.

Pros

Then data export in JSON format.

Cons

no notification for every GST return.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Martin D.

Zoho Books is the best finicial reporting software.

2019-09-08

Moreover, it is the best tracker all of our accounts and finance.

Pros

Zoho Books is the best source to create our invoices and it is the best financial reporting software in all over the world.

Cons

The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices. But still it is the best tool for business accounting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Frederic M.

Perfect invoicing solution for consultants

2019-02-21

The one thing I never liked about consulting work was sending invoices. Zoho Books is the perfect companion to help me invoice my clients rapidly and get back to work

Pros

Easy to create and modify invoices Easy to keep track of expenses Track time per client, project, etc..

Cons

I honestly have not found anything I don't like about it. You can do anything from you phone, your tablet on your pc

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex U.

Great value and functionality.

2016-11-25

The financial part is great - multiple currencies, multiple bank accounts, descriptive reporting, and current status overview.

Pros

Ease of use and nicely featured for everyday business.

Cons

Some things are visible, but no way to utilize them (owners equity, profit distribution, tax payable).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more