Zoho Books REVIEW

Accounting & Finance Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 9.5

What is Zoho Books?

Zoho Books is smart accounting for growing businesses. It won our Great User Experience and Useful Free Trial Awards for 2016. It is an intuitive accounting solution designed for small businesses to handle their finances and to remain on top of their cash flow. It is a simple, easy-to-use accounting solution to help you handle your business, the smart way.

You can send professional invoices to customers and begin receiving online payments from them. It’s fast, simple, and convenient.

Know your company’s expenses better to save more money in the future. Stay on top of your company’s finances with the help of powerful accounting reports such as P&L, Balance Sheet, as well as Cash Flow Statement.

Overview of Zoho Books Benefits

You can streamline your company’s back office duties with Zoho Books and organize your various transactions all in a single place. Remain up-to-date always on your company’s outstanding invoices and bills.

Offer your clients the convenience to pay for your products and services from anywhere. You also spend less time on boring and repetitive tasks by establishing your payment reminders, recurring billing, auto charge, even setting up your payment thank you note.

Manage your projects all in a single place. You can add tasks, designate project members, and log work time from your mobile. With this tool, you can be sure your work will be done on time.

When you’re handling multiple projects, monitoring work time may not be your topmost priority. Manage different time sheets effortlessly in this tool and bill them to your clients in a click.

Part of the Zoho Suite of Products

Zoho offers smart business solutions to 13 million users in managing their day-to-day business activities – right from boosting sales, increasing productivity to managing their business finance. With the single sign-on feature, customers of Zoho get access to more than 25+ applications with the same account.

Thanks to the tight integration with multiple Zoho apps, Zoho Books goes a step beyond just solving the accounting challenges. It gives you a holistic picture of the health of your business.

Avoid Data Entry with Automatic Bank Feeds

Automatically import every transaction from your bank and credit card accounts. Save time and auto-categorize transactions with bank rules.

Automatically Send Payment Reminders

Create and set customized messages that gently remind your customers to pay you on time, based on a frequency of your choice.

Collaborate with Customers Online

Offer your customers the convenience of accessing estimates, invoices and making payments through the online client portal. Your customers can also comment and accept or decline an estimate.

Send and Track Retainer Invoices

If you collect a retainer or a prepayment for the amount of time or work you will be providing for your customers, we’ve got you covered. You can also create a retainer invoice for an estimate, record offline payments, associate it to an invoice or a project and run reports on all the retainers you sent.

Reconciliation Made Easy with Stripe Integration

Reconcile every transaction that takes place through Stripe. Get a complete picture of the money in the clearing account and the processing fee that you’ve been charged.

Track Time and Projects Easily

You can log or enter time spent on a project, record expenses incurred for a project and invoice your clients for the time spent and expense incurred. You can also save loads of admin time by adding and assigning tasks for your employees and contractors.

Robust and RESTful API

Zoho Books is built on the same set of open APIs that we expose to third parties. App developers and third party vendors can build and expand on our platform. Since our API is REST-based, you can easily develop and test your application.

Break Departmental Barriers Between Sales and Accounting

Sell smarter with the Zoho CRM and Zoho Books integration. Create orders, know the credit status of a customer, access product pricing information and do more.

Manage your Stock and Inventory Efficiently

Keep track of your stock in real-time. Quickly create purchase orders and sales orders. Run inventory-based reports instantly.

Automate Workflows and Save Time

Set workflow rules to automatically get notified whenever an estimate is created or update a field in a particular estimate or send alerts to your app through webhooks whenever there is a change in an estimate.

Zoho Books for All Mobile Devices

Users of iPhones, iPad, Apple watch, Android and Windows devices can manage their business finances on the go!

Multilingual Support

Zoho Books supports 10 languages including German, Spanish, French, Italian, Chinese, Dutch, Portuguese, Brazilian Portuguese, Swedish and Japanese.

Overview of Zoho Books Features

  • Contact Management
  • Project Time Tracking
  • Online Payments
  • Invoices
  • Inventory Management
  • Invoice Templates
  • Expenses
  • Automatic Bank Feeds
  • Mobile Apps
  • Purchase Order
  • Collaborative Client Portal
  • Exhaustive Reports
  • Sales Order
  • Accounting
  • Tax

What Problems Will Zoho Books Solve?

Bridge the gap between your CRM and accounting systems

Businesses that have a siloed view of their sales and accounting have difficulty with productivity and scalability. Sales people armed with financial insights, credit history of customers and access to product pricing information could sell smarter and better. And that is exactly what you get with the tight integration between Zoho CRM and Zoho Books; you bridge the gap between both your systems and bring about efficiency in the way you do your business.

Give just the right amount of access with user roles

It’s quite common for business owners to delegate different business functions to different people. For example, letting staff create invoices for daily transactions. But not every business owner would want to provide unrestricted access to the entire application for all staff. Limiting access would also be a hindrance. With this feature, you can create custom roles that are flexible so that your salesperson need not have access to your finances.

Get in-depth insights

Most accounting solutions require an accountant or accounting knowledge to measure, analyze financial metrics (Balance Sheet, P&L and Cash flow) and clarity on pending activities. But not in the case of Zoho Books. For a quick and real-time view of the health of your business, a glance at the dashboard would suffice. Run detailed reports in seconds and get in-depth insights to scale your business manifold.

Awards & Quality Certificates

Zoho Books Position In Our Categories

Position of Zoho Books in our main categories:

5

Zoho Books is one of the top 5 Accounting & Finance Software products

5

Zoho Books is one of the top 5
Accounting & Finance Software products


Zoho Books is also listed in the following subcategories:

Category:Position:Category:Position:
Accounting Software#4 Accounts Payable Software#3
Accounts Receivable Software#3 Billing and Invoicing Software#3
Expenses Management Software#3 Financial Reporting Software#3

Companies have diverse wants and requirements and no software solution can be just right in such a situation. It is pointless to try to find an ideal off-the-shelf software system that meets all your business needs. The intelligent thing to do would be to customize the system for your unique requirements, worker skill levels, finances, and other elements. For these reasons, do not hasten and invest in well-publicized popular solutions. Though these may be widely used, they may not be the perfect fit for your specific needs. Do your research, look into each short-listed platform in detail, speak to the vendor for explanations, and finally select the application that offers what you want.

How Much Does Zoho Books Cost?

Zoho Books Pricing Plans For Enterpises & Small Business:

Zoho Books offers three pricing plans. There is also a great 14-free trail that lets you try out the software to see if it actually fits the requirements of your business. You can sign up for Zoho Books free trial here.

Basic Plan: $9 per organization/month

  •  Invoices
  •  Expenses
  •  Time Tracking
  •  Banking
  •  25 Contacts
  •  1 User + 1 Accountant
  •  Multi-Currency
  •  5 Workflow Rules

Standard Plan: $19 per organization/month

  • All features of the Basic Plan
  • Bills
  • Vendor Credits
  • Recurring Transactions
  • 500 Contacts
  • 2 Users + 1 Accountant
  • Custom Roles
  • 10 Rules per module

Professional Plan: $29 per organization/month

  • All features of the Sandard plan
  • Purchase Order
  • Sales Order
  • Inventory
  • Unlimited Contacts
  • Free basic edition of Zoho Inventory
  •  Unlimited Users

User Satisfaction

We realize that when you make a decision to buy Accounting & Finance Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and opinions about Zoho Books across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Zoho Books. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

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NEGATIVE SOCIAL MENTIONS

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • China
  • Germany
  • India
  • Japan
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING
  • TICKETS

What are Zoho Books pricing details?

Zoho Books Pricing Plans:

Zoho Books offers three pricing plans. There is also a great 14-free trail that lets you try out the software to see if it actually fits the requirements of your business. You can sign up for Zoho Books free trial here.

Basic Plan: $9 per organization/month

  •  Invoices
  •  Expenses
  •  Time Tracking
  •  Banking
  •  25 Contacts
  •  1 User + 1 Accountant
  •  Multi-Currency
  •  5 Workflow Rules

Standard Plan: $19 per organization/month

  • All features of the Basic Plan
  • Bills
  • Vendor Credits
  • Recurring Transactions
  • 500 Contacts
  • 2 Users + 1 Accountant
  • Custom Roles
  • 10 Rules per module

Professional Plan: $29 per organization/month

  • All features of the Sandard plan
  • Purchase Order
  • Sales Order
  • Inventory
  • Unlimited Contacts
  • Free basic edition of Zoho Inventory
  •  Unlimited Users

What integrations are available for Zoho Books?

Payment Gateways

  • PayPal
  • 2Checkout
  • Braintree
  • Paypal Payflow Pro
  • PayPal Payments Pro
  • Stripe
  • Authorize.net
  • Forte
  • Worldpay

Zoho Apps

  • Zoho CRM
  • Zoho Expense
  • Zoho Subscriptions
  • Zoho Projects
  • Zoho Docs

POS Apps

  • Square

Tax

  • track1099
  • tax1099.com
  • Avalara

Document Management Apps

  • Dropbox
  • Google Drive
  • box
  • Evernote
  • OneDrive

Bills & Expenses App

  • Entryless

Time Tracking App

  • Temponia

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