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Zoho Books Review, Pricing & Features

zoho books

Zoho Books is a standalone accounting software solution, but Zoho offers an entire suite of products that integrate with each other and can manage most aspects of your business. For instance, there’s Zoho Projects for project management, Zoho Inventory for inventory management, Zoho CRM for customer relationship management, and Zoho Expense for expense tracking. As an online application, Zoho Books is accessible from any browser. It’s also scalable, so you can continue using it as your business grows or even if you start a second business. Microbusinesses don’t need complicated, pricey accounting software; they need affordable software that can grow with their operations. As you know your business best, only you can determine which accounting solution will fulfill your needs.

zoho books

Tabs here open other types of related content, like Sales , Mails , and Statements. Part of the setup involves creating records for contacts and items. You can do this as you go along, but it takes less time to create transaction forms if you’ve done this early on. You can, of course, enter everything manually, but there is little data you can’t import into Zoho Books. You will be able to select the required payment gateway in the iOS app under the “Payment Gateway” section in the creation page. There will be a toggle button for each payment gateway, toggle them on the required payment gateways.

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You can also log your helpdesk time and automatically synchronize it with the corresponding Customer account in Zoho Books. Popdock utilizes the real-time data that ZOHO Books provides through the API and allows more customized reporting with features that the reporting in ZOHO Books lacks – like grouping and filtering. Zoho Books offers a discount of two free months if you pay for a full year up front. Preserve your accounting processes with our built-in software integrations. Zoho Invoice Zoho Invoice is a cloud invoicing and billing software for freelancers and small business owners developed by ZOHO Corporation.

You’ll also save quite a bit of cash if pay annually rather than month to month. If youcan, we strongly recommend signing up for an annual price rather than paying on a monthly basis.

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Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders). Zoho Books offers nine different country-specific editions, including a Global Edition. Chelsea Krause is a writer who has specialized in accounting for over five years and is a QuickBooks Certified User. She has a BA in English & Creative Writing from George Fox University and studied at the University of Oxford as well. She has been quoted in Forbes and her work appears in Startup Nation, Small Business Bonfire, and Women on Business.


Then I tried Quickbooks Online – it was barely within my budget, but I liked the features – but then they increased the price 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. About your second query on ach payment, to view the bank details of a customer is under our road map. Thank you for spending your valuable time to share your feedback. We are happy to hear that Zoho Books helps you to manage the business with ease. If you have any suggestions, please drop an email to ”support+” and we would love to get in touch with you.

It is, instead, a developer of very good integrated online productivity applications. One such product is Zoho Books, which contains tools that meet the lion’s share of small business accounting needs. It also provides more help resources than most rivals, which is critical for accounting solutions. You can perform most of your day-to-day transactions, such as adding customers and vendors and creating invoices and bills, using the mobile app. Zoho Books and QuickBooks Online mobile apps are available for no additional cost from Apple and Google Play. If your work is project-based, you can share project details such as tasks and logged hours.

How secure is Zoho Books?

Data at rest is encrypted using industry-standard AES-256. All customer data is encrypted in transit over public networks using Transport Layer Security (TLS) 1.2/1.3 with Perfect Forward Secrecy (PFS) to protect it from unauthorized disclosure or modification. To know more about encryption at Zoho, click here.

QuickBooks Online is great for businesses that can afford it and want to work with an external accountant, such as for the preparation of their tax return. In addition to being easy to use with hundreds of integrations, QuickBooks Online has an enormous network of ProAdvisors that have been certified to be proficient with QuickBooks. QuickBooks Online and Zoho Books are both outstanding small business accounting software.

Powering Thousands Of Businesses

When you upload documents, such as vendor invoices or receipts, to Zoho Books, it automatically scans them and extracts the data to create new transactions, saving you the time of manually creating them. The Zendesk Support for Zoho Books app helps customer-support executives with instant and detailed access to the current, account status of the customer. When the Zendesk ticket is clicked, it automatically fetches the customer information from Zoho Books and displays it beside the ticket, offering better visibility to the customer support executive. Zoho Books is just one small part of a much greater business concern based in India that offers all manner of software for anyone and everyone.

Which is best Zoho or Freshworks?

The main differences between Zoho vs Freshworks: Zoho has automated workflow features locked into the Professional plan, whereas Freshworks has this capability across all the tiers. Zoho allows integration with Zoho and various independent software, whereas Freshworks is limited in integration matters.

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions. QuickBooks offers far more integrations and is easier to use. 4.7/5 rated mobile app that brings budgets, virtual cards, and more into a single app. The pay-as-you-go program for businesses that need to build credit. Expense management software that helps to simplify and streamline your expenses.

His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. Catch abnormalities and keep your teams accountable with Divvy’s reporting tools. Out-of-pocket expenses, card spend, and reimbursements all in one system. Protect your business from fraud and overspending with Divvy virtual cards. For construction companies looking to streamline budgeting and expense management processes. For those businesses are just getting started and have less history.

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In Zoho Books, you have complete control over your company’s income and expenses, mileage claims, VAT returns, and finance reports. If you are already using other Zoho products, you’ll be able to easily integrate Zoho Books with any of these offerings. Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Only certain aspects of the business such as certain customers. Also allow the user to generate invoice based on the Proforma Created. It makes it easier to reconcile with clients in case some of the invoices went missing.

  • Although you can expect the features discussed above as part of your Zoho Books accounting software, the ultimate capabilities you receive will depend on which of their four plans you choose.
  • If you have five customers per month, you can use Zoho Invoice for free.
  • Strong Customer Authentication is a new European regulatory requirement to reduce fraud and make online payments more secure.
  • Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports.
  • While some freelancers might opt for free accounting software, Zoho Books is well worth the monthly cost.
  • Therefore, if you think you’ll need more advanced features from your accounting software, especially payroll or integrations, you might consider QuickBooks as an alternative to Zoho Books.

Some features, like invoices and expenses, are included on the site by default, but you can choose which other modules you’d like to activate, like inventory, purchase orders, and time sheets. Although Zoho does offer 1099 tracking and filing, they do not dive deeper into the larger area of payroll and taxes, both of which can be crucial parts of business accounting.


This allows using import to perform mass update operations or mass deleting data, matching some condition. QuickBooks Online is currently offering your choice of a 30-day free trial or 50% off the monthly subscription for three months. Unlike Zoho Books, QuickBooks Online doesn’t offer an annual subscription. Eric is a staff writer at Fit Small Business focusing on accounting content.

At the end of the day, though, by researching and exploring these different platforms, you’re in the best position to determine which accounting solution will work for your business. Plus, if you want to experience Zoho Books for yourself, you can take advantage of their 14-day free trial to get a greater sense of how this option may or may not meet your specific needs. Despite all of these benefits, it’s also worth considering the possible drawbacks of the Zoho Books accounting software.

It offers great inventory management features and is therefore better for medium sized businesses than some alternatives. Zoho Books is also valuable because it can integrate seamlessly with other Zoho software tools, making it easy to synchronize all your applications if you use the Zoho suite of products. Zoho Books is our pick as the best accounting software for microbusinesses. It is affordable and offers a simple online accounting app that lets you create and send invoices, track expenses, and seamlessly connect accounts. Time tracking is especially important for small businesses, who may need to track various contractors and the hours spent on clients for accurate billing and planning. Use the timer widget, Zoho Books mobile app, or log hours daily or weekly in the cloud software.

Create Budgets Plans And Reports For The Real And For The Plan

For small businesses looking for strong features and good customer support, zoho books could be a good option. The software is ideal for invoicing, especially international invoicing. If you’re looking for robust accounting features, consider giving Zoho Books’ free trial a go. It also has a Zapier integration, which allows you to connect to more than 1,000 third-party apps.

With the Professional version of Zoho Books, you’ll be able to attach a total of five users to your account. If you’re a new business owner who needs a no-nonsense accounting system, then the Zoho Books Free Plan may be perfect for you. Many or all of the products featured here are from our partners who compensate us. This may influence which products we write about and where and how the product appears on a page. Here is a list of our partners and here’s how we make money. Sign up for the free plan or explore the free demo account to experience smart accounting hands-on.

Monitor stock levels and replenishment processes with the inventory functionality module in Zoho Books. You can achieve a lot of these features using Zoho Inventory.

Zoho Books’ transaction forms contain links to related tools and data. Zoho Books’ customer records are more detailed than any of the competition’s. Before starting your work with Zoho Books, you should explore all of its options. 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. With Family Sharing set up, up to six family members can use this app. “I have been using ZOHO for my business for a year now & it has saved me so much time. I would highly recommend it for any business or even general home use for end of year TAX. Great work ZOHO.”

Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertise to Fit Small Business’s accounting content.

Below are some of the commonly asked questions about the services that we offer. For more assistance you may directly contact us through our contact us page and get an immediate solution. Realistic Goals and TimelineEncaptechno understands the core challenges and cultural nuances to deliver within realistic timelines, and we have served customers across time zones and cultures. Dedicated Delivery Support TeamWe will provide you with a dedicated business and partner support team that will help you manage your Zoho products. With Skyvia you can integrate Zoho Books with Zoho Invoice in a number of ways. If you need to load data in one direction, from Zoho Books to Zoho Invoice or vice versa, you can use Skyvia import.

zoho books

I like how they have intertwined the intricacies of different applications like their Inventory app for example. Their Payroll application is quite good but am not sure about their integration. I think in the end I was attracted by the price, but this experience clearly proves the maxim, you get what you pay for. 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. To try Zoho Books yourself, consider signing up for a free 14-day trial – no credit card required. You can also learn more about this accounting software by watching the company’s webinars and tutorial videos.

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The Purchases section of the software is where you can keep track of your expenses, bills, payments made, and vendor credits. This section mirrors the Sales section, and that the two are laid out so similarly makes it easier to navigate through the software intuitively. You can add many detailed customizations to each template, such as the paper size, orientation of the paper, font, and more. You can choose to add a payment link to the invoice email, attach an invoice PDF, and attach other files once you’ve sent the invoice to the customer.

Author: Emmett Gienapp

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