About Zoho Books

Zoho Books is a smart online accounting software designed to help businesses streamline their back office operations, automate business workflows, and help securely collaborate with accountants online. It is designed for all business sizes, from small businesses to large enterprises, and can be used by services, consulting, and marketing companies. The accounting solution offers a range of features including cash flow management, invoicing, including one-off or recurring invoice generation, balance sheet management, inventory management, purchase order management, expense tracking, automated workflow creation, and much more.

With the inventory feature, retail businesses can keep track of their stock and make smart purchase decisions. Zoho Books allows users to invoice their clients in their currency and it's also available in 11 languages.Using Zoho as an accounting tool, businesses can gain a clear picture of how much money their business is generating. Users can manage customers and invoice them either online or by mail, automate recurring invoices, set up payment reminders and payment thank-you notes, and get paid faster with online payment gateways. Businesses can manage and control expenses and cash outflow with Zoho Books and record invoices and commitments for purchases, services, and even for reimbursable expenses like client travel.

With Zoho Books accounting software, users can share -or delegate- accounting duties to anyone in the organization, but set different permissions for employees. Get professional help with accounting by easily sharing your books with your accountant or financial advisor. Record and monitor bank and credit card transactions like deposits, fund transfers, checks, expenses, credits, and refunds. Easily reconcile them with bank and credit card statements. Zoho Books facilitates integration with other Zoho apps including Zoho Sign, Zoho CRM, Zoho Inventory, Zoho Analytics, and more, as well as third party solutions such as PayPal, Stripe, G Suite, Dropbox, Slack, and more.

Pricing starting from:

$12.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Zoho Books

* Unlimited invoicing
* Recording and tracking bills from vendors
* Expense tracking
* Recording & monitoring bank/credit card transactions
* Reconciling bank and credit card accounts
* Full fledged multiple currency support
* Receiving online payments from customers
* Managing contacts – customers and vendors
* Financial reports – Tax Reports, Trial Balance, Profit & Loss, Balance Sheet, etc.
* Multi-user support and data access to your accountant
* Customizable templates and snail mailing of invoice and quotes
*Client Portal for users
*Purchase Order
*Calendar view of timesheets
*Weekly timesheet
*Upload Expense Receipt
*Attach files to Invoices and Bills
*Dashboard for quick insights
*Attach unbilled projects and expenses while creating invoices.
*REST APIs

Devices

Business size

S M L

Markets

Andorra, United Arab Emirates, Afghanistan, Antigua & Barbuda, Anguilla, Albania, Armenia, Curaçao, Angola, Argentina, American Samoa, Austria, Australia, Aruba, Åland Islands, Azerbaijan, Bosnia & Herzegovina, Barbados, Bangladesh, Belgium, Burkina Faso, Bulgaria, Bahrain, Burundi, Benin, Bermuda, Brunei, Bolivia, Brazil, Bahamas, Bhutan, Botswana, Belarus, Belize, Canada, Congo - Kinshasa, Central African Republic, Congo - Brazzaville, Switzerland, Cook Islands, Chile, Cameroon, China, Colombia, Costa Rica, Cuba, Cape Verde, Cyprus, Czechia, Germany, Djibouti, Denmark, Dominica, Dominican Republic, Algeria, Ecuador, Estonia, Egypt, Eritrea, Spain, Ethiopia, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, Gabon, United Kingdom, Grenada, Georgia, French Guiana, Guernsey, Ghana, Gibraltar, Greenland, Gambia, Guinea, Guadeloupe, Equatorial Guinea, Greece, Guatemala, Guam, Guinea-Bissau, Guyana, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Indonesia, Ireland, Israel, Isle of Man, India, Iraq, Iran, Iceland, Italy, Jersey, Jamaica, Jordan, Japan, Kenya, Kyrgyzstan, Cambodia, Kiribati, Comoros, St. Kitts & Nevis, South Korea, Kuwait, Cayman Islands, Kazakhstan, Laos, Lebanon, St. Lucia, Liechtenstein, Sri Lanka, Liberia, Lesotho, Lithuania, Luxembourg, Latvia, Libya, Morocco, Monaco, Moldova, Montenegro, St. Martin, Madagascar, Marshall Islands, North Macedonia, Mali, Myanmar (Burma), Mongolia, Macao SAR China, Northern Mariana Islands, Martinique, Mauritania, Montserrat, Malta, Mauritius, Maldives, Malawi, Mexico, Malaysia, Mozambique, Namibia, New Caledonia, Niger, Norfolk Island, Nigeria, Nicaragua, Netherlands, Norway, Nepal, Nauru, New Zealand, Oman, Panama, Peru, French Polynesia, Papua New Guinea, Philippines, Pakistan, Poland, St. Pierre & Miquelon, Puerto Rico, Palestinian Territories, Portugal, Palau, Paraguay, Qatar, Réunion, Romania, Serbia, Russia, Rwanda, Saudi Arabia, Solomon Islands, Seychelles, Sudan, Sweden, Singapore, St. Helena, Slovenia, Svalbard & Jan Mayen, Slovakia, Sierra Leone, San Marino, Senegal, Somalia, Suriname, São Tomé & Príncipe, El Salvador, Syria, Eswatini, Turks & Caicos Islands, Chad, Togo, Thailand, Tajikistan, Timor-Leste, Turkmenistan, Tunisia, Tonga, Turkey, Trinidad & Tobago, Tuvalu, Taiwan, Tanzania, Ukraine, Uganda, United States, Uruguay, Uzbekistan, Vatican City, St. Vincent & Grenadines, Venezuela, British Virgin Islands, US Virgin Islands, Vietnam, Vanuatu, Wallis & Futuna, Samoa, Yemen, Mayotte, South Africa, Zambia, Zimbabwe

Supported Languages

Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish

Pricing starting from:

$12.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Zoho Books Software - Zoho Books dashboard
Zoho Books Software - Zoho Books banking
Zoho Books Software - Zoho Books estimates
Zoho Books Software - Zoho Books reminders
Zoho Books Software - Zoho Books invoice creation
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Zoho Books video
Zoho Books Software - Zoho Books dashboard
Zoho Books Software - Zoho Books banking
Zoho Books Software - Zoho Books estimates
Zoho Books Software - Zoho Books reminders
Zoho Books Software - Zoho Books invoice creation

Features

Total features of Zoho Books: 76

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Approval Process Control
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Client Portal
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Customisable Invoices
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Electronic Payments
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • For Government
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12
  • Mobile App
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Order Tracking
  • PO Reconciliation
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Sales Tax Management
  • Spend Management
  • Supplier Management
  • Task Management
  • Tax Calculation
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Vendor Management
  • Visual Analytics
  • Workflow Management

Alternatives

Quickbooks Online

4.3
#1 Alternative to Zoho Books
QuickBooks Online is a complete small business accounting solution which allows users to manage all their financial...

FreshBooks

4.5
#2 Alternative to Zoho Books
FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on...

Wave Accounting

4.4
#3 Alternative to Zoho Books
Wave is an all-in-one accounting solution for small businesses which combines income and expense tracking, invoicing,...

Xero

4.3
#4 Alternative to Zoho Books
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation,...

Reviews

Overall rating

4.4 /5
(469)
Value for Money
4.4/5
Features
4.2/5
Ease of Use
4.3/5
Customer Support
4.2/5

Already have Zoho Books?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 469
Deepak B.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Collaboration

Reviewed on 09/10/2019

Great experience although after 2 years we are still learning, it is good for indian accounting...

Great experience although after 2 years we are still learning, it is good for indian accounting system

Pros

The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful

Cons

I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers

Verified Reviewer
Overall rating
  • Industry: Civil Engineering
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Zoho Books

Reviewed on 26/03/2022

My overall experience with Zoho has been pleasant. I can easily create invoice even on the go with...

My overall experience with Zoho has been pleasant. I can easily create invoice even on the go with my phone. I can quickly generate reports to check performance of the company and individual employees and I can track business expenses. The best part is also that I can easily link the app to my bank to reconcile what is in the bank with what is on Zoho book.

Pros

The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made.
I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee.

There is also an option for customers to pay online which makes it really easy to make payments.

In addition from the different modules you can customize fields to suit your needs at any point in time.

Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.

Cons

When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant.

When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios.

Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.

Alternatives Considered

QuickBooks Online Accountant

Reasons for Choosing Zoho Books

Wave suggested the switch since they were partners with Zoho. Wave stopped operating in my region.

Switched From

Wave Accounting

Reasons for Switching to Zoho Books

The ease of layout and migration from the software I was already using. Also the fact that I trusted the Wave accounting and them recommending Zoho to me just gave Zoho an ultimate advantage over other products.
Frank F.
Overall rating
  • Industry: Telecommunications
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Zoho Books Review

Reviewed on 05/05/2022

Pros

The ability to use this software in a trial base first before purchasing a monthly subscription.

Cons

When there is an update with the a financial institution Zoho Books takes forever to make that update causing issues with keeping tracking of all expenses. Instructions on how to import statements is outdated. Customer Supports sucks, they do not provide the knowledge on when items will be resolved.

David L.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Using ZOHO Books for invoicing and payments in US Dollars and Mexican Pesos

Reviewed on 14/01/2022

use it for all client invoices and payments
also use for all vendor payments and invoice tracking...

use it for all client invoices and payments
also use for all vendor payments and invoice tracking of accounts payable and recieveable

Pros

very easy interface with Zoho CRM and integration with online payment capabilities in both US Dollars and Mexican Pesos

Cons

the multi currency feature is sometimes glitchy in reports

Alternatives Considered

Best Movers CRM and QuickBooks Desktop Enterprise

Reasons for Choosing Zoho Books

more functionality

Reasons for Switching to Zoho Books

much easier interface and the integration with a partner CRM program within ZOHO
Kevin B.
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Product

Reviewed on 08/04/2022

we can have access to zoho anywhere since its cloud based and we can also make approvals from our...

we can have access to zoho anywhere since its cloud based and we can also make approvals from our mobiles phones via app

Pros

The flexibility of usage is great and customer support via chat is quick

Cons

A special request has been made to implement item stock issues to projects which are billed as a one line item instead of using sales orders

Alternatives Considered

QuickBooks Desktop Pro

Reasons for Choosing Zoho Books

The cost for implementation of remote working was way too high + still the need to have an on premise server

Reasons for Switching to Zoho Books

Zoho has more features and gives you more flexiblity with roles and permissions
Showing 5 reviews of 469 Read all reviews

Zoho Books FAQs

Below are some frequently asked questions for Zoho Books.

Zoho Books offers the following pricing plans:

Start with the 14-day free trial and later subscribe to a plan that fits your business needs. Zoho Books is available in 4 plans: Free - $0, for businesses with turnover <50K USD per annum. Standard - $15 per organization, per month, billed annually. Professional - $40 per organization, per month, billed annually. Premium - $60 per organization, per month, billed annually.

Zoho Books has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Zoho Books supports the following languages:

Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish

Zoho Books supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Zoho Books integrates with the following applications:

2Checkout, Authorize.Net, Avalara, Box, Braintree, CSG Forte, Dropbox Business, Entryless, Evernote Teams, Google Drive, Google Workspace, Microsoft 365, OneDrive, PayPal, Slack, Square Point of Sale, Stripe, Twilio, Worldpay, Zapier, Zoho Analytics, Zoho CRM, Zoho Docs, Zoho Expense, Zoho Flow, Zoho Inventory, Zoho Invoice, Zoho People, Zoho Projects, Zoho Sign, Zoho Subscriptions

Zoho Books offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Zoho Books.