Zoho Books
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.
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
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Reviews
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- Industry: Consumer Goods
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Organized and improved accounting
Reviewed on 02/05/2024
perfect to have a compliance with the company's accounting without overlooking something, it is...
perfect to have a compliance with the company's accounting without overlooking something, it is really easy to use and it improved my progress at work
Pros
Zoho Books has allowed us to improve in the accounting area, having a perfect administration of expenses, accounts, invoices, payments and other tasks to be carried out, it manages a magnificent online accounting function, keeping all the payment reports up to date without forgetting invoices or payments to make, it is a very complete platform with its tools.
Cons
In my personal opinion, it is a perfect platform that there is nothing to improve or change.
- Industry: Accounting
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Good Online Accounting Software
Reviewed on 01/06/2023
Simple software, can do the accounting with less accounting knowledge, its able access from any...
Simple software, can do the accounting with less accounting knowledge, its able access from any were in online.
Pros
ZOHO has many other apps implementation and its able to customize according to our requirement.
Cons
Reporting format of Balance sheet and Profit loss in excel need to improve.
Reasons for Switching to Zoho Books
Can Access from anywhere, for our client can access from the abroad- Industry: Machinery
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Basic Invoicing and Overview tool
Reviewed on 03/06/2024
Pros
It is basic and does not have too many features. It is included in the overall Zoho system.
Cons
Templates are limited and creating invoices in various languages is problematic to setup.
- Industry: Program Development
- Company size: 51–200 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Smooth Invoicing and Bookkeeping
Reviewed on 26/10/2024
Zoho Books works well for basic bookkeeping needs, though more customization options could make it...
Zoho Books works well for basic bookkeeping needs, though more customization options could make it even more effective.
Pros
Creating and tracking invoices was quick and easy, helping me keep an eye on cash flow without extra effort.
Cons
The customization options for invoices and reports are a bit limited, which can make them feel generic.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 3.0 /10
Support
Reviewed on 16/10/2023
NO Support
NO Support
Pros
It is easy to setup and start using it. I loved it a lot but their support SUCKS
Cons
Their support sucks you go back in forth with someone that doesn't know about accounting.. So I am just going to find something else can consider all the work I have done in my account as a loss....
Alternatives Considered
QuickBooks OnlineReasons for Choosing Zoho Books
It seemed easier for what I neededReasons for Switching to Zoho Books
I am going back to QuickBooks what support they have is better than Zoho BooksZoho Books FAQs
Below are some frequently asked questions for Zoho Books.Q. What type of pricing plans does Zoho Books offer?
Zoho Books offers the following pricing plans:
- Starting from: $12.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
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.
Q. Who are the typical users of Zoho Books?
Zoho Books has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Zoho Books support?
Zoho Books supports the following languages:
Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish
Q. Does Zoho Books support mobile devices?
Zoho Books supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Zoho Books integrate with?
Zoho Books integrates with the following applications:
2Checkout, 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 for Enterprise, Zapier, Zoho Analytics, Zoho Billing, Zoho CRM, Zoho Expense, Zoho Flow, Zoho Inventory, Zoho Invoice, Zoho People, Zoho Projects, Zoho Sign, authorize.net
Q. What level of support does Zoho Books offer?
Zoho Books offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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