About Zoho Books
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 pricing
Zoho Books has a free version and offers a free trial. Zoho Books paid version starts at US$15.00/month.
Alternatives to Zoho Books
Zoho Books Reviews
Feature rating
- Industry: Information Technology & Services
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
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
- Industry: E-Learning
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Great QuickBooks competitor with additional features to boot
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.
Reasons for Choosing Zoho Books
For the same price as QuickBooks, I was able to get the full Zoho One Suite.Switched From
Quickbooks OnlineReasons for Switching to Zoho Books
Integration with Zoho One.- Industry: Telecommunications
- Company size: 2-10 Employees
- Used Daily for 1+ year
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Review Source
Zoho Books Review
Pros
The ability to use this software in a trial base first before purchasing a monthly subscription.
Cons
When there is an update with the a financial institution Zoho Books takes forever to make that update causing issues with keeping tracking of all expenses. Instructions on how to import statements is outdated. Customer Supports sucks, they do not provide the knowledge on when items will be resolved.
- Industry: Hospital & Health Care
- Company size: 5,001-10,000 Employees
- Used Daily for 2+ years
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Review Source
It's an excellent internet service for small businesses
In general, Zoho Books is the finest accounting software for start-ups and small businesses. The following functionalities are included in this simple to use application: Assign Shortcuts, Create Quick Reports a UX that is easy to use, Software as a service (SaaS): It's simple to use and integrates well with the rest of the Zoho suite. Updates that arrive quickly and on a frequent basis.
Pros
As a whole, Zoho Books is an excellent tool for new businesses and organizations. It's an excellent choice. Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company's other products.
Cons
When a financial institution makes an update, Zoho Books takes a long time to make the change, making it difficult to keep track of all expenditures. Statement import instructions are out-of-date. Customer service is terrible; no one ever tells you when an issue will be fixed.
- Industry: Civil Engineering
- Company size: 2-10 Employees
- Used Daily for 1+ year
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Review Source
Zoho Books
My overall experience with Zoho has been pleasant. I can easily create invoice even on the go with my phone. I can quickly generate reports to check performance of the company and individual employees and I can track business expenses. The best part is also that I can easily link the app to my bank to reconcile what is in the bank with what is on Zoho book.
Pros
The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made.
I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee.
There is also an option for customers to pay online which makes it really easy to make payments.
In addition from the different modules you can customize fields to suit your needs at any point in time.
Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.
Cons
When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant.
When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios.
Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.
