About Zoho Books
Zoho Books is an accounting software from Zoho that helps manage finances for businesses of all sizes. It combines invoicing, expense tracking, and financial reporting so users can maintain accurate financial records. Zoho Books supports automation of recurring invoices and payment reminders to simplify financial processes. This platform is integrated with Zoho's suite of applications, allowing for smooth access to various business operations. Key capabilities: invoicing expense tracking financial reporting automation integration with other Zoho apps Best for: small to medium-sized businesses that need efficient financial management.
Zoho Books, developed by Zoho Corporation, is a comprehensive trust accounting software that stands out in the market due to its robust features, user-friendly interface, and seamless integration capabilities. Designed to meet the needs of small to medium-sized businesses, Zoho Books offers a range of functionalities that simplify trust accounting, making it an attractive choice for businesses that require precise financial management. One of the most notable aspects of Zoho Books is its intuitive user interface. The software is designed with a clean and organized layout, which makes navigation straightforward even for those who may not be well-versed in accounting. The dashboard provides a clear overview of financial data, allowing users to quickly access important metrics such as income, expenses, and account balances. The ease of use is further enhanced by customizable features that enable users to tailor the software to their specific needs, ensuring that all relevant information is readily accessible. In terms of functionality, Zoho Books excels in providing a wide range of tools essential for trust accounting.
Pros & Cons
- +• Ease of Use: Many reviewers find Zoho Books to be user-friendly and intuitive, with a clean and organized layout.
- +• Value for Money: Zoho Books is praised for its affordable pricing, including a free plan.
- +• Features: Zoho Books offers a robust feature set for basic accounting needs, including invoicing, expense tracking, bank reconciliation, and reporting.
- +• Mobile App: The mobile app is a plus for businesses that need to access financial information on the go.
- +• Integrations: Zoho Books integrates well with other Zoho apps and some third-party tools, streamlining workflows for businesses already using the Zoho suite.
- +• Customer Support: While some reviewers had negative experiences, many found Zoho's customer support to be helpful and responsive.
- −• Limited Features for Complex Needs: Zoho Books may lack advanced features needed by larger businesses or those with complex accounting requirements, such as advanced inventory management or project management.
- −• Customer Service: Inconsistency in customer service is a concern for some reviewers.
- −• Limited Customization: Zoho Books may offer limited customization options for invoices and other forms.
- −• Steeper Learning Curve for Non-Accountants: While generally considered user-friendly, Zoho Books might have a learning curve for users unfamiliar with accounting software.
Features
Key features
- • Quotes
- • Invoicing
- • Sales orders
- • Bills
- • Purchase orders
- • Projects
- • Banking
- • Inventory
- • Expenses
- • Documents
- • Reporting
- • Online Payments
- • Sales Tax
- • Document management
Additional features
- • Sales
- Quotes, invoices, sales orders, recurring invoices, payment reminders, online payments
- • Purchases
- Bills, purchase orders, expense tracking, vendor management
- • Inventory
- Stock management, reorder points, valuation methods
- • Banking
- Bank feeds, reconciliation, account categorization
- • Projects
- Time tracking, project billing, expense tracking
- • Reporting
- Customizable reports, financial statements, tax reports
- • Document Management
- Storage and organization of financial documents
- • Sales Tax
- Calculation and management of sales tax
- • Compliance
- Adherence to accounting standards and regulations
- • Collaboration
- Team collaboration tools, user roles and permissions
- • Mobile App
- Access to accounting data on the go
- • Integrations
- Integration with other Zoho apps and third-party tools
- • Automation
- Automated workflows and reminders
- • Customer Support
- Assistance and support resources
- • Multi-currency support
- • Expense categorization and tracking
- • Custom fields and templates
- • Recurring transactions
- • Inventory valuation methods
- • Project profitability tracking
- • Customizable reports and dashboards
- • Bank feeds and reconciliation
- • Online payments
- • Sales tax automation
- • Document attachments
- • Audit trails
- • User roles and permissions
- • Mobile app for iOS and Android
- • Integrations with other Zoho apps (CRM, Projects, etc.)
- • API for custom integrations
Pricing
Monthly plans
Standard
USD 15
Professional
USD 40
Premium
USD 60
Countries & Languages
Interface languages
Billing currencies
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About Zoho Books
Zoho Books is an accounting software from Zoho that helps manage finances for businesses of all sizes. It combines invoicing, expense tracking, and financial reporting so users can maintain accurate financial records. Zoho Books supports automation of recurring invoices and payment reminders to simplify financial processes. This platform is integrated with Zoho's suite of applications, allowing for smooth access to various business operations. Key capabilities: invoicing expense tracking financial reporting automation integration with other Zoho apps Best for: small to medium-sized businesses that need efficient financial management.
Zoho Books Details
Zoho Books's In-App Market Place
Does Zoho Books have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
58
Mini Apps
• Zoho CRM - A comprehensive customer relationship management tool designed to manage sales
marketing
and support in a single platform.
• Zoho Desk - A customer service software that helps businesses manage customer support tickets across various channels.
• Zoho Mail - A secure
ad-free email hosting service tailored for businesses
featuring integrated calendars and task management.
• Zoho Recruit - An applicant tracking system and recruitment software designed to streamline hiring processes for HR teams.
• Zoho Cliq - A team communication and collaboration platform that offers chat
video
and voice calls
integrated with Zoho apps.
• Zoho Analytics - A powerful business intelligence and analytics software that enables users to create insightful reports and dashboards.
• Zoho SalesIQ - A live chat and visitor tracking software aimed at boosting sales conversions and providing real-time customer support.
• Zoho Projects - A project management tool that allows teams to plan
track
and collaborate on projects with ease.
• Zoho Orchestly - A workflow management software that automates and streamlines business processes across departments.
• Zoho Books - An online accounting software that helps businesses manage their finances
including invoicing
expenses
and inventory.
• Zoho Campaigns - An email marketing tool that allows businesses to create
send
and track email campaigns with ease.
• Zoho Assist - A remote support and remote access software designed for IT professionals to troubleshoot devices from anywhere.
• Zoho Inventory - An inventory management software that helps businesses manage orders
track inventory
and fulfill customer orders.
• Zoho BugTracker - A bug tracking software that helps development teams identify
track
and resolve bugs in software projects.
• Zoho Sites - A website builder that allows users to create and design professional websites without needing technical skills.
• Zoho Billing - A billing software that automates recurring billing
invoicing
and subscription management for businesses.
• Zoho Connect - A team collaboration software that offers a social network for employees
enabling them to communicate and collaborate effectively.
• Zoho People - A human resources management software designed to streamline HR processes like employee onboarding
attendance
and performance reviews.
• Zoho Expense - An expense management software that simplifies the process of recording and managing business expenses.
• Zoho Show - An online presentation tool that allows users to create
collaborate
and present slideshows with ease.
• Zoho Sprints - An agile project management tool that helps teams manage their sprints and track progress in real-time.
• Zoho Commerce - An eCommerce platform that allows businesses to set up and manage their online stores
complete with payment gateways and shipping integrations.
• Zoho Invoice - An invoicing software that enables freelancers and small businesses to create professional invoices and get paid faster.
• Zoho TeamInbox - A shared inbox tool designed to help teams manage group emails collaboratively and improve response times.
• Zoho Meeting - An online meeting and webinar platform that allows users to host video conferences and web meetings with ease.
• Zoho Writer - A cloud-based word processing tool that enables users to create
edit
and collaborate on documents in real-time.
• Zoho Checkout - A payment collection tool that allows businesses to create and share secure payment pages for collecting one-time payments.
• ZeptoMail - A transactional email service designed to send and track emails triggered by user actions or system events.
• Zoho LandingPage - A landing page builder that allows users to create and optimize landing pages for marketing campaigns.
• Zoho Creator - A low-code application development platform that enables users to build custom apps without extensive coding knowledge.
Pricing Options
Plans
Monthly plans
Standard
USD 15
Professional
USD 40
Premium
USD 60
Accepted Payment Currencies
AED (د.إ), AUD (A$), BRL (R$), CAD (C$), CHF (CHF), CNY (¥), DKK (kr), EUR (€), GBP (£), HKD (HK$), INR (₹), JPY (¥), MXN ($), MYR (RM), NOK (kr), NZD (NZ$), PLN (zł), RUB (₽), SEK (kr), SGD (S$), USD ($), ZAR (R)
Pros & Cons
- • Ease of Use: Many reviewers find Zoho Books to be user-friendly and intuitive, with a clean and organized layout.
- • Value for Money: Zoho Books is praised for its affordable pricing, including a free plan.
- • Features: Zoho Books offers a robust feature set for basic accounting needs, including invoicing, expense tracking, bank reconciliation, and reporting.
- • Mobile App: The mobile app is a plus for businesses that need to access financial information on the go.
- • Integrations: Zoho Books integrates well with other Zoho apps and some third-party tools, streamlining workflows for businesses already using the Zoho suite.
- • Customer Support: While some reviewers had negative experiences, many found Zoho's customer support to be helpful and responsive.
- • Limited Features for Complex Needs: Zoho Books may lack advanced features needed by larger businesses or those with complex accounting requirements, such as advanced inventory management or project management.
- • Customer Service: Inconsistency in customer service is a concern for some reviewers.
- • Limited Customization: Zoho Books may offer limited customization options for invoices and other forms.
- • Steeper Learning Curve for Non-Accountants: While generally considered user-friendly, Zoho Books might have a learning curve for users unfamiliar with accounting software.
Zoho Books's Support Options
Email Address
sales@zohocorp.comContact
+1 877 834 4428-Community Forums
https://community.zoho.com/?ireft=nhome&src=contactus-footerZoho Books's Alternatives
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