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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 a great cloud accounting software for small to medium-sized businesses (SMBs), freelancers, and entrepreneurs. We find that users especially appreciate the user-friendly interface, seamless integration with other Zoho products, and affordable pricing. Keep in mind that users have reported issues with bank feed reliability and customer support responsiveness.
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Perfect for companies with 1-100 employees seeking affordable accounting solutions and those with 101-1000 looking for a scalable solution.
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We find it is a great fit for businesses in Software/IT, Non-profits, Government, and Professional Services seeking user-friendly accounting software.
Zoho Books features
Supported Automated follow ups: Set up reminders for your clients so you never have to chase a customer payment again. |
Supported Multi-currency pricing: Grow beyond borders with multi-currency pricing. Charge customers in their currency and Zoho Books records it in your currency. |
Supported Recurring invoices: Create recurring invoices for your regular customers and set up credit cards so they can pay securely. |
Supported Verify transactions: Eliminate the risk of processing incorrect transactions by validating and approving them before invoicing your customers. |
Supported Secure invoices with digital signatures: Use your digital signature to prevent invoice forgery or tampering. Our Zoho Sign integration ensures the highest level of security, compliant with ESIGN and eIDAS e-signature laws. |
Supported Collect deposits and advance payments: Record retainer invoices for advance payments and invoice your customers once the transaction is complete. |
Supported Handle returns and refunds: Manage refunds and returns with credit notes and apply them to your customer's future sales. |
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
We've summarised 881 Zoho Books reviews (Zoho Books Software Advice reviews, Zoho Books GetApp reviews, Zoho Books Capterra reviews and Zoho Books G2 reviews) and summarised the main points below.
- 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 145 reviews from Zoho Books Capterra reviews, Zoho Books G2 reviews, Zoho Books GetApp reviews and Zoho Books Software Advice reviews.
We find Zoho Books is praised for its affordability, especially by small businesses and startups. Many users appreciate its free plan and reasonable pricing for paid features, making it a cost-effective choice. Some find certain features require a more expensive subscription but still consider Zoho good value.
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.
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, W-9 management, track 1099 contractors, prepare and file 1099s, P&L, Balance Sheet & 50+ Reports.
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.
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), create custom user roles.
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.
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, eBay, Amazon), integrate Shopify stores (Up to 2), track bin locations.
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
zoho-books vs QuickBooks OnlineKeeps business money tidy online: track, invoice, inventory, tax-ready.Read more
Odoo AccountingEffortless accounting automation, clear financials, smart business growth.Read more
zoho-books vs HoldedConnected business management platform for streamlined operations and growth.Read more
Odoo Finance AppsStreamlined accounting, expenses, and invoicing in one integrated suite.Read more
Odoo InvoicingStreamlined invoicing, payments, and billing automation for smoother finances.Read more
Zoho Books FAQ
Zoho Books is online accounting software designed to simplify financial management for growing businesses. We find that it offers features such as invoicing, expense tracking, and reporting, and integrates with other Zoho products. It's known for its user-friendly interface and affordability, making it a good option for small and medium-sized businesses.
What is Zoho Books and what does Zoho Books do?
Zoho Books is online accounting software designed to simplify financial management for growing businesses. We find that it offers features such as invoicing, expense tracking, and reporting, and integrates with other Zoho products. It's known for its user-friendly interface and affordability, making it a good option for small and medium-sized businesses.
Zoho Books integrates seamlessly with other Zoho products, creating a unified business ecosystem. It also connects with third-party apps like Twilio, Avalara, and Zendesk, extending its functionality. However, users have reported some integrations, especially bank feeds, to be unreliable.
How does Zoho Books integrate with other tools?
Zoho Books integrates seamlessly with other Zoho products, creating a unified business ecosystem. It also connects with third-party apps like Twilio, Avalara, and Zendesk, extending its functionality. However, users have reported some integrations, especially bank feeds, to be unreliable.
We find that Zoho Books' main competitors include Xero, known for its ease of use, Odoo Accounting, which offers accounting automation, and Pennylane, streamlining business finances. Other alternatives include Puzzle and Accounting Seed.
What the main competitors of Zoho Books?
We find that Zoho Books' main competitors include Xero, known for its ease of use, Odoo Accounting, which offers accounting automation, and Pennylane, streamlining business finances. Other alternatives include Puzzle and Accounting Seed.
Zoho Books is a legitimate and widely used accounting software. We find it's generally safe and reliable, though some users have reported issues with bank feeds and customer support. Overall, it's a solid option worth considering.
Is Zoho Books legit?
Zoho Books is a legitimate and widely used accounting software. We find it's generally safe and reliable, though some users have reported issues with bank feeds and customer support. Overall, it's a solid option worth considering.
Zoho Books' pricing plans range from free to $240/month. The paid plans are Standard ($15), Professional ($40), Premium ($60), Elite ($120), and Ultimate ($240). They also offer add-ons like extra users and advanced autoscans. A free trial is available.
How much does Zoho Books cost?
Zoho Books' pricing plans range from free to $240/month. The paid plans are Standard ($15), Professional ($40), Premium ($60), Elite ($120), and Ultimate ($240). They also offer add-ons like extra users and advanced autoscans. A free trial is available.
Zoho Books's 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. Overall, customer service appears to be an area needing improvement.
Is Zoho Books customer service good?
Zoho Books's 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. Overall, customer service appears to be an area needing improvement.
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.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.