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Company health
Zoho Books description
Zoho Books is online accounting software that aims to make managing finances easier for growing businesses. It offers a range of features like invoicing, expense tracking, bank reconciliation, and financial reporting. Zoho Books is mobile-friendly and integrates with other Zoho products. It's designed to be user-friendly for business owners and offers automation tools to streamline tasks like recurring invoices and payment reminders. It supports multiple currencies and allows businesses to manage finances from anywhere.
Who is Zoho Books best for
Zoho Books is cloud accounting software ideal for small to medium-sized businesses (SMBs), freelancers, and entrepreneurs. Users praise its intuitive interface and affordability. However, some have reported issues with bank feed reliability and customer support. It offers robust invoicing, expense tracking, and financial reporting features.
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Best for small to medium-sized businesses seeking user-friendly accounting software.
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A good fit for businesses in various sectors, including retail, e-commerce, and professional services.
Zoho Books features
| Supported Zoho Books supports the generation of standard financial reports like balance sheet, P&L, and cash flow. |
| Supported Zoho Books supports the ability to receive payments online directly from invoices through its integration with multiple payment gateways, including Zoho Payments. |
| Supported Zoho Books supports the feature for reconciling bank statements with the general ledger. |
| Supported Zoho Books can automatically create and send recurring invoices. |
| Supported Zoho Books supports creating, sending, and tracking invoices. |
| Supported Zoho Books supports accepting payments in multiple currencies, but making payouts is not explicitly confirmed. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Zoho Books reviews
- User-friendly interface and easy to learn even for non-accountants.
- Integrates well with other Zoho products, creating a seamless ecosystem.
- Affordable pricing, especially for small and medium businesses.
- Strong invoicing features with automated reminders and online payment options.
- Bank feeds are unreliable and often break, sometimes for weeks or months.
- Customer support is slow, unhelpful, and difficult to reach, especially for complex issues.
- Limited customization for invoice templates.
- No payroll features, integration requires a third-party app.
Zoho Books pricing
The commentary is based on 137 reviews from Zoho Books Capterra reviews, Zoho Books G2 reviews, Zoho Books GetApp reviews and Zoho Books Software Advice reviews.
Zoho Books offers a range of tiered subscription plans. The pricing model is based on a monthly fee, with a discount for annual billing. A free plan is available. Add-ons include Users, Advanced Autoscans, Locations, and Expense Claim.
Users sentiment
See the Zoho Books pricing page.
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Zoho Books has a free plan.
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Zoho Books has a free trial.
FREE
Create invoices, quotes, expenses & journals, Sales receipts, Mileage tracking, Accept online payments, Enable self-service customer portal, Automate payment reminders, Bank reconciliation, Setup recurring invoices, Track T4A & T5018 contractors, Generate provincial and federal tax returns, Generate Combined GST/QST Returns, P&L, Balance Sheet & 50+ Reports
STANDARD
Everything in Free + Progress invoicing, Track sales tax and use tax, E-File 1099-MISC & 1099-NEC, Connect bank feeds, Generate divisional reports with reporting tags, Setup recurring expenses, Retention payments, Enable transaction period locking, Add custom fields, Create custom reports, Create journal templates, API Access
PROFESSIONAL
Everything in Standard + Manage vendor bills and payments, Track sales and purchase orders, Record multi-currency transactions, Bill timesheets, Project profitability, Manage retainers, Track inventory, Create price lists, Setup sales and purchase approvals, Customize business workflows, Collaborate with users (chat, voice, video and screen sharing)
PREMIUM
Everything in Professional + Fixed asset management, Manage budgets, Cashflow forecasting, Enable self-service vendor portal, Set up custom domain, Create business-specific custom modules, Add custom button, Create custom field validation rules, Embed contextual web pages/apps, Manage custom functions
ELITE
Everything in Premium + Dashboard customization, Advanced Inventory Control, Manage warehouses, Composite items, Track serial numbers, Batch tracking, Print shipping label, Track shipments, Connect online sales channels (Etsy, Amazon), Integrate Shopify stores (Up to 2), Track bin locations
ULTIMATE
Everything in Elite + Revenue recognition, Advanced analytics, 50+ Pre-built data visualization, Add and track KPIs for your business, Analyze Zoho Books data along with other data sources, Collaboratively create reports with colleagues, Embed reports in web sites/applications, Records/Rows (3 Million)
Zoho Books alternatives
XeroBetter for legal professionals. More integrations with third-party business apps. Negative sentiment around pricing.Read more
PennylaneBetter for businesses in Europe. Has mobile app support, Apple Pay integration, and real-time treasury management. Growing faster.Read more
iDempiereBetter fit for enterprise customers needing ERP, CRM, and SCM functionalities. Open-source and free, which eliminates licensing fees.Read more
zoho-books vs RepairDeskBetter fit for cell phone and computer repair businesses. Has grown slower.Read more
NetSuiteBetter for larger businesses. More comprehensive features for ERP, CRM, and e-commerce. Zoho Books is growing faster.Read more
QuickBooks OnlineBetter for basic accounting tasks. Bank connections can be unreliable. Limited mobile app. Recent interface changes made navigation harder.Read more
Zoho Books FAQ
What is Zoho Books and what does Zoho Books do?
Zoho Books is online accounting software designed for small and medium-sized businesses. It offers features such as invoicing, expense tracking, bank reconciliation, and financial reporting. Zoho Books is mobile-friendly, integrates with other Zoho products, and offers automation for tasks like recurring invoices.
How does Zoho Books integrate with other tools?
Zoho Books integrates seamlessly with other Zoho products, creating a comprehensive business ecosystem. It also connects with various third-party applications, extending its functionality for tasks like online payments and CRM. However, users report frequent issues with bank feed integrations.
What the main competitors of Zoho Books?
Zoho Books competes with Xero, FreshBooks, and NetSuite in the cloud accounting software market. These alternatives offer similar features like invoicing, expense tracking, and financial reporting, targeting small to medium-sized businesses. While some, like Xero, focus on automation and user-friendly design, others like NetSuite cater to larger enterprises with broader business management tools.
Is Zoho Books legit?
Zoho Books is a legitimate and safe online accounting software. It's known for its user-friendly interface, affordability, and integration with other Zoho products. However, some users have reported issues with bank feeds and customer support.
How much does Zoho Books cost?
Zoho Books pricing starts at $0 per month for the Free plan. Paid plans include the Standard plan at $15 per organization/month, Professional at $24 per organization/month, Premium at $39 per organization/month, Elite at $69 per organization/month, and Ultimate at $129 per organization/month.
Is Zoho Books customer service good?
Zoho Books' customer service receives mixed reviews. While some users praise the helpful and responsive support, others express frustration with slow response times, unhelpful advice, and difficulty reaching support for complex issues. Several users mention a disconnect between support agents' understanding of user problems.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.