4.4
Overall rating
Reviews

4.4
Overall rating
Reviews

About Zoho Books

Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. The system allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses.
What is Zoho Books?

Zoho Books is an end-to-end accounting solution for businesses of all sizes that manages finances across an entire organization. The system automates multiple financial processes such as accounts payable & receivable, time tracking, payroll, transaction management, inventory control, and banking. Additionally, Zoho Books manages customer and supplier interactions through the client portal where customers can securely store their payment information for recurring transactions.


How do you use Zoho Books?

Zoho Books is a web-based system, which can be accessed from any web browser. There are no installations or downloads necessary to use the software. Users can manage customers and handle customer invoices either online or by mail by automating recurring invoices, setting up payment reminders, and receive payments through online payment gateways.


Who uses Zoho Books?

Zoho Books can be used by businesses of any size including freelancers that need assistance with the end-to-end accounting process.


How much does Zoho Books cost?

Zoho books provides three pricing plans in addition to a free version for businesses that earn less than 50k annually. The standard plan is priced at $10 per organization/month for 3 users. The professional plan is priced at $20 per organization/month for 5 users along with voice and chat customer support. The premium plan is priced at $30 per organization/month for 10 users that comes with Twilio and Zoho Sign integrations as well as vendor portals, validation lists, webhooks, and workflow rules.


Does Zoho Books have an app?

Zoho Books has an app available on both IOS and Android devices.


Zoho Books Software - Zoho Books inventory management
Zoho Books Software - Zoho Books vendor payments
Zoho Books Software - Zoho Books profit/loss reports
Zoho Books Software - Zoho Books banking
Zoho Books Software - Zoho Books bill approvals
Zoho Books video
Zoho Books Software - Zoho Books inventory management - thumbnail
Zoho Books Software - Zoho Books vendor payments - thumbnail
Zoho Books Software - Zoho Books profit/loss reports - thumbnail
Zoho Books Software - Zoho Books banking - thumbnail
Zoho Books Software - Zoho Books bill approvals - thumbnail

Zoho Books pricing

Zoho Books has a free version and offers a free trial. Zoho Books paid version starts at US$20.00/month.

Starting Price:
US$20.00/month
Free Version:
Yes
Free trial:
Yes

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Zoho Books Reviews

Feature rating

Value for Money
4.4
Functionality
4.2
Ease of Use
4.3
Customer Support
4.2
5 reviews of 618 View all reviews
Tracey
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 7/3/2022

Intuitive and comprehensive accounting software, ideal for small businesses

Excellent software - use it daily to keep my records up to date, invoice customers and process payments. Couldn't recommend it more highly.

Pros

Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.

Cons

Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.

Krishna
  • Industry: Hospital & Health Care
  • Company size: 5,001–10,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

4
Reviewed on 18/5/2022

It's an excellent internet service for small businesses

In general, Zoho Books is the finest accounting software for start-ups and small businesses. The following functionalities are included in this simple to use application: Assign Shortcuts, Create Quick Reports a UX that is easy to use, Software as a service (SaaS): It's simple to use and integrates well with the rest of the Zoho suite. Updates that arrive quickly and on a frequent basis.

Pros

As a whole, Zoho Books is an excellent tool for new businesses and organizations. It's an excellent choice. Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company's other products.

Cons

When a financial institution makes an update, Zoho Books takes a long time to make the change, making it difficult to keep track of all expenditures. Statement import instructions are out-of-date. Customer service is terrible; no one ever tells you when an issue will be fixed.

Cassi
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
2
Ease of Use
3
Customer Support
2

2
Reviewed on 18/12/2018

It's easy to use but that's as far as it goes

The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again.

If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Pros

It's easy to use if you're doing simple bookkeeping

Cons

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution.
If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks.
I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

Addison
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 4/12/2023

Time & Expense Tracking Solution

Pros

Availability of mobile application is what I like most since I am able to track time and expense on projects on the go.

Cons

I currently face zero errors when using ZB.

Darren
  • Industry: Import & Export
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

4
Reviewed on 12/10/2023

Powerful and Invaluable tool at an incredible price

We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site. The ease of use and consistency makes it very easy for training purposes and day to day use.

Pros

We love the way you can add further modules and expand into other areas like inventory with ease. The support is fast and efficient with a positive outcome every time. The consistency through every module bill s, invoicing, purchasing makes it a breeze to operate.

Cons

The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as some screens use a keyword search which is easy and fast to locate the information.

Alternatives Considered

Quickbooks Online

Reasons for Choosing Zoho Books

Lack on consistency with previous product and even doing the slightest thing seemed over complicated.

Switched From

PowerQuote

Reasons for Switching to Zoho Books

With the ability to integrate other modules was vital to us. The product had more vital features like re occurring invoices and billing. Stock control was important and a lot of other products don't have this ability alongside things like project managment.

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