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What is Zoho Books?

Zoho Books stands out as a premier web-based accounting solution tailored specifically for small enterprises. This platform is meticulously crafted to assist users in managing their finances, ensuring they are prepared for tax season, streamlining business workflows, and facilitating collaboration among various departments. With a plethora of valuable features, users can easily generate detailed financial reports and stay informed about their Sales Tax obligations. As an online accounting tool, Zoho Books simplifies the management of an organization’s financial activities. Its offerings include functionalities for creating invoices, tracking expenses, managing purchase orders, overseeing sales and purchases, maintaining contact information, and monitoring project time. Additionally, businesses can automate routine tasks such as sending billing reminders, processing invoices, initiating auto-charges, and expressing gratitude through thank-you notes. Furthermore, Zoho Books empowers users to maintain real-time inventory tracking, enhancing operational efficiency and decision-making processes. Overall, it provides a comprehensive suite of tools that support effective financial management for small business owners.

What is Project Account?

You possess a solid grasp of the interplay between your income, budget, and expenses. Mastering profit management is essential for strategically allocating your crucial resources and serves as a fundamental management tool. Project Account allows you to concentrate on your organization's goals while providing a cost-effective way to improve the quality and efficiency of your projects. From the very beginning at the “offer stage,” you can identify and distribute resources, tasks, and costs, ensuring clarity from the start. Tools like project budgeting and comprehensive preliminary costing yield insights that illuminate the financial framework of the project early in the process. The project setup is further enhanced by additional information relevant to bookkeeping, cost accounting, and tariff structures. Furthermore, the success of a project is closely tied to the effectiveness and timeliness of project accounting methods. Project Account facilitates this process by automatically creating editable invoice proposals based on the logged services and expenses, which further streamlines your financial management. By integrating these features, you not only save valuable time but also significantly enhance the overall execution of your projects, allowing for better resource management and project outcomes. Maintaining a clear overview of your financial commitments will enable you to make informed decisions moving forward.

Media

Media

Integrations Supported

Aritic PinPoint
ComplYant
Contractbook
DataFisher
FLO
MLM Soft
Metric.ai
Microsoft OneDrive
OnPrintShop
Orchid
PaperEntry
Shogo
StarfishETL
Thryv
Togai
Workato
Zoho RPA
iQuote Xpress

Integrations Supported

Aritic PinPoint
ComplYant
Contractbook
DataFisher
FLO
MLM Soft
Metric.ai
Microsoft OneDrive
OnPrintShop
Orchid
PaperEntry
Shogo
StarfishETL
Thryv
Togai
Workato
Zoho RPA
iQuote Xpress

API Availability

Has API

API Availability

Has API

Pricing Information

$10.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/us/books

Company Facts

Organization Name

Consultinform

Company Location

Switzerland

Company Website

consultinform.ch/loesungen/erp/

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

GST

GST Accounting
GST Billing & Invoicing
GST Compliance
GST Inventory Management
GST Reporting
GST Tax Credits
GST Tax Filing

School Accounting

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

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