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.

Pricing

Price Starts At:
$10.00/month
Free Trial Offered?:
Yes

Integrations

All Zoho Books Integrations
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Screenshots and Video

Play Video Zoho Books-Dashboard Zoho Books-Info Zoho Books-Invoice Zoho Books-Reports

Company Facts

Company Name:
Zoho
Date Founded:
1996
Company Location:
United States
Company Website:
www.zoho.com/us/books
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Zoho Books Categories and Features

Trust Accounting Software

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

Trucking Accounting Software

School Accounting Software

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

Restaurant Accounting Software

Reconciliation Software

Project Accounting Software

Medical Accounting Software

Law Firm Accounting Software

General Ledger Software

GST Software

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

Financial Reporting Software

"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

Billing and Invoicing Software

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

Accounting Software

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

AR Automation Software

More Zoho Books Categories

Zoho Books Customer Reviews

Write a Review
  • Reviewer Name: Jason R.
    Position: EVP
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy alternative to QuickBooks

    Date: Jan 25 2022
    Summary

    Zoho Books is a simple-to-use accounting app that helps my team track receivables and payables throughout our business. We are always up to date on finances which allows us to make healthy purchasing decisions.

    Positive

    Easy accounting tool that helps auto-reconcile.
    Merges with other Zoho products like Zoho analytics to create dashboards and insights.

    Negative

    The data exporting is difficult to use and needs to be redesigned. Often times there are formatting issues that become hard to manage.

    Read More...
  • Reviewer Name: Lynn J.
    Position: Marketing Specialist
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 5,000 - 9,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Perfect Planning and Documentation

    Date: Feb 03 2021
    Summary

    Zoho Books has the proper content management features, with a design that attracts users, and give them the way to protect information. Also, Zoho Books is a competitive application.

    Positive

    Zoho Books brings safety in all the files and documents that a company has. Also, Zoho Books is designed in a way that information can be entered easily. There is no attacks of content loss through Zoho Books.

    Negative

    The support personnel for this product requires proper mechanisms to answer questions bothering the users. Only that et back.

    Read More...
  • Reviewer Name: Edith K.
    Position: Assistant Accountant
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 5,000 - 9,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Zoho Books for Proper Fianncial and Resource Management

    Date: Feb 23 2021
    Summary

    Zoho Books has proper ways for computations, and direct resource management. Also, Zoho Books increases the rate of transparency in a firm, by exposing all the frauds in terms of accounts.

    Positive

    Zoho Books directs many resource management to the right and accountable means, making the process transparent. Again, Zoho Books works with all the formulas, that helps in computations.

    Negative

    So far, Zoho Books has outstanding features, which I value all and consider them perfect and suitable.

    Read More...
  • Reviewer Name: Kunal R.
    Position: Manager
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Feature-rich finance managing tool

    Date: Jun 24 2020
    Summary

    Managing business finances is a big headache for me until I started using Zoho books. It helps my business by managing inbound and outbound cash flow. It works as an automated tool to give on-time billing reminders and client invoicing.

    Positive

    Zoho Books is available on both mobile and desktop version, which means it's easy to access. It can integrate with Zoho one services. It has financial reporting charts. It easily handles inbound and outbound cash flow with invoicing and budgeting tasks.

    Negative

    Overall Zoho books is feature-rich but plans are too expensive.

    Read More...
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