About Zoho Books

Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. The system allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses.

What is Zoho Books?


Zoho Books is an end-to-end accounting solution for businesses of all sizes that manages finances across an entire organization. The system automates multiple financial processes such as accounts payable & receivable, time tracking, payroll, transaction management, inventory control, and banking. Additionally, Zoho Books manages customer and supplier interactions through the client portal where customers can securely store their payment information for recurring transactions.


How do you use Zoho Books?


Zoho Books is a web-based system, which can be accessed from any web browser. There are no installations or downloads necessary to use the software. Users can manage customers and handle customer invoices either online or by mail by automating recurring invoices, setting up payment reminders, and receive payments through online payment gateways.


Who uses Zoho Books?


Zoho Books can be used by businesses of any size including freelancers that need assistance with the end-to-end accounting process.


How much does Zoho Books cost?


Zoho books provides three pricing plans in addition to a free version for businesses that earn less than 50k annually. The standard plan is priced at $10 per organization/month for 3 users. The professional plan is priced at $20 per organization/month for 5 users along with voice and chat customer support. The premium plan is priced at $30 per organization/month for 10 users that comes with Twilio and Zoho Sign integrations as well as vendor portals, validation lists, webhooks, and workflow rules.


Does Zoho Books have an app?


Zoho Books has an app available on both IOS and Android devices.


Zoho Books Software - Zoho Books Invoice management
Zoho Books Software - Zoho Books Banking
Zoho Books Software - Zoho Books Cost tracking
Zoho Books Software - Zoho Books Project management
Zoho Books Software - Zoho Books Dashboard
Zoho Books video
Zoho Books Software - Zoho Books Invoice management - thumbnail
Zoho Books Software - Zoho Books Banking - thumbnail
Zoho Books Software - Zoho Books Cost tracking - thumbnail
Zoho Books Software - Zoho Books Project management - thumbnail
Zoho Books Software - Zoho Books Dashboard - thumbnail

Zoho Books pricing

Zoho Books has a free version and offers a free trial. Zoho Books paid version starts at US$15.00/month.

Starting Price:
US$15.00/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 4 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. View Pricing Plans
Free Version:
Yes
Free trial:
Yes

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Zoho Books Reviews

Feature rating

Value for Money
4.5
Functionality
4
Ease of Use
4.5
Customer Support
4
5 reviews of 437 View all reviews
Deepak B.
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 09/10/2019

Great Collaboration

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

Bob M.
  • Industry: Retail
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 17/11/2020

great option for accounting software

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.

Alternatives Considered

FreshBooks, Wave Accounting, Sage 100cloud and Xero

Reasons for Choosing Zoho Books

Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features - though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I'd expect it to.

Reasons for Switching to Zoho Books

Functionality and cost. I used Quickbooks-Desktop for years, but the online software that's been developed more recently has too many advantages to keep using it. I also used Xero for a few years, and liked a lot of features - but it seemed geared for a different kind of business and lacked a few things I needed. Then I tried Quickbooks Online - it was barely within my budget, but I liked the features - but then they increased the price (significantly) after only one year of using it. But Zoho has really fit the bill - all the functionality I need, and at a price that's just a fraction of QBO's.
Mohammed N.
  • Industry: Industrial Automation
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
3

5
Reviewed on 16/09/2021

Smart Accounting Software Built for Business

My overall experience with Zoho Books is good and I've been using it for the past three years and have recommended it to a number of clients.

Pros

-Zoho Books is an easy-to-use accounting app which displays all your financial information in a simple
format and a person with less or no knowledge of accounting can also use it.
-Zoho Books eliminates the need to manually enter data, lowering the risk of errors.
-With access control and audit trails, Zoho Books ensures data integrity and gives you complete control
over your business data.
-GST compliance is automatic with Zoho Books. The Government of India has named it the Best App in
the Business Category.
-Zoho Books integrates with other business applications, allowing you to access and work with your data
from a single place. Integrations are available with Zoho People, Zoho CRM, Zoho Projects, Zoho Reports,
and more.
-Zoho Books creates professional reports automatically to help you communicate your data effectively.
You can also personalize reports by filtering and organizing them to your preferences.
-Zoho Books saves all of your financial information in the cloud, where it can be quickly restored, so you
never have to worry about losing data.

Cons

-The app is appropriate for small and medium-sized businesses. It is incapable of managing complex
corporate processes.
- On weekends (Saturday & Sunday), the support crew is not available to help clients with their problems.
-The software doesn’t allow you to import contacts from your social media sites. It allows you to build
your client details through the inbuilt mail feature.
-There is no budgeting feature available.

Cassi H.
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
2
Ease of Use
3
Customer Support
2

2
Reviewed on 18/12/2018

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

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.

Mehedi hasan M.
  • Industry: Design
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

4
Reviewed on 16/06/2021

I love using Zoho Books since early 2021 and still using happily!

All in one I had a great experience with Zoho Books in this recent months. I hope this with continue and they will provide more features to the board. Their support system is pretty good. I love their work!

Pros

I mostly like the invoicing feature as I can set my work hours and then analyze them and making invoices to send to my clients. This way I can manage all my clients with their work hours and payments. Thanks to Zoho Books!

Cons

Sometimes I get hesitant on the banking fetching system. I am not sure it's me or Zoho who is creating those issues. Sometimes I see error data on the page.

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