Zoho Books

4.4
Overall rating
Reviews

4.4
Overall rating
Reviews
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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 inventory management
Zoho Books Software - Zoho Books vendor payments
Zoho Books Software - Zoho Books profit/loss reports
Zoho Books Software - Zoho Books banking
Zoho Books Software - Zoho Books bill approvals
Zoho Books video
Zoho Books Software - Zoho Books inventory management - thumbnail
Zoho Books Software - Zoho Books vendor payments - thumbnail
Zoho Books Software - Zoho Books profit/loss reports - thumbnail
Zoho Books Software - Zoho Books banking - thumbnail
Zoho Books Software - Zoho Books bill approvals - thumbnail

Zoho Books pricing

Zoho Books has a free version and offers a free trial. Zoho Books paid version starts at US$20.00/month.

Starting Price:
US$20.00/month See pricing details
Free Version:
Yes
Free trial:
Yes

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Zoho Books Reviews

Feature rating

Value for Money
4.4
Functionality
4.2
Ease of Use
4.3
Customer Support
4.2
5 reviews of 631 View all reviews
Rexie
Rexie
  • Industry: Automotive
  • 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
0

5
Reviewed on 17/02/2023

Brilliant Accounting and Book Keeping software!

Great! Not been using it long but it is a vast improvement on functionality and reporting compared to old software.

Pros

Love the customer portal! Our clients can use self service to manage their account with us and get all their invoice and payment records as well as access to documents like our T&Cs. The invoice generating is very quick and easy with lots of customisation and extra data collecting boxes. The app is reliable and easy to use with lots of functionality too. Retainer invoice function is great for us as we offer clients a promotion to top up their account in advance to receive discounts on future invoices so this works perfectly!

Cons

There is no auto connection to my particular bank yet so can't connect it all automatically as I did with my previous software however it allows for bulk uploads so you can still reconcile everything.

Alternatives Considered

Xero

Reasons for Choosing Zoho Books

Lack of additional functions and reports weren't as relevant to our needs. Zoho Books came free with Zoho One plan and we were paying for Quickbooks so made sense to cut this cost.

Switched From

QuickBooks Online

Reasons for Switching to Zoho Books

It was included in Zoho One plan
Krishna
Krishna
  • Industry: Hospital & Health Care
  • Company size: 5,001–10,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

4
Reviewed on 18/05/2022

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.

Alicia
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1
Reviewed on 16/11/2023

Blocks you when you need it.

Currently, Zoho Books is not capable of handling volume entries. You will be blocked if you go too fast, as I do. Then you have to wait hours before you can get back in. I created several users to be able to do my work. Also, the batch import feature does not work, since it does not pick up the product code on multi-line invoices. Our pricing went up last year, but Zoho's recurring invoices didn't pick up the new pricing, and the customers were invoiced at the old price, which caused massive service problems. Because of this, we are moving to another software, and I cancelled the auto-renewal with Zoho. Our access was immediately blocked (despite paying for the remainder of the year in advance), and now nobody has access to our own accounting. Currently, there is no one available in support to assist us, so we are waiting for a callback. It's beyond frustrating. The system is terrible, and the support is even worse. I do not recommend Zoho to any company.

Pros

It looks modern and intuitive.
It has a sales portal that customers can access online and view their invoices and payments. That is the feature that sold the program to us.

Cons

The debit and credit side is the wrong way round as it follows the Indian system. For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay. In Zoho however, it means that the customer is in credit by £100 and would potentially need a refund.

Blocks you if you type and click your mouse fast. There are problems with batch invoicing, and it takes a lot of time to review invoices one by one. The system does not extract more than 100 statements at a time. You really should find another system if your sales ledger is large.

Joel
  • Industry: Environmental Services
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 14/02/2024

An outstanding accounting software

Zoho Books has made accounting reliable and efficient.

Pros

I like the way the software allows us to reconcile various transaction hence eliminating errors in reporting. Its ability to integrate it with inventory management makes it even better.

Cons

Their customer support is a bit slow in response but generally, I cant complain because they always offer help.

Darren
  • Industry: Import & Export
  • 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

4
Reviewed on 12/10/2023

Powerful and Invaluable tool at an incredible price

We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site. The ease of use and consistency makes it very easy for training purposes and day to day use.

Pros

We love the way you can add further modules and expand into other areas like inventory with ease. The support is fast and efficient with a positive outcome every time. The consistency through every module bill s, invoicing, purchasing makes it a breeze to operate.

Cons

The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as some screens use a keyword search which is easy and fast to locate the information.

Alternatives Considered

QuickBooks Online

Reasons for Choosing Zoho Books

Lack on consistency with previous product and even doing the slightest thing seemed over complicated.

Switched From

PowerQuote

Reasons for Switching to Zoho Books

With the ability to integrate other modules was vital to us. The product had more vital features like re occurring invoices and billing. Stock control was important and a lot of other products don't have this ability alongside things like project managment.

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