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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?
How do you use Zoho Books?
Who uses Zoho Books?
How much does Zoho Books cost?
Does Zoho Books have an app?
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 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
See pricing details
Free Version:
Yes
Free trial:
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Zoho Books Reviews
Feature rating
5 reviews of 639
View all reviews
Rexie
- Industry: Automotive
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
0
5
Reviewed on 17/2/2023
Brilliant Accounting and Book Keeping software!
Great! Not been using it long but it is a vast improvement on functionality and reporting compared to old software.
Pros
Love the customer portal! Our clients can use self service to manage their account with us and get all their invoice and payment records as well as access to documents like our T&Cs. The invoice generating is very quick and easy with lots of customisation and extra data collecting boxes. The app is reliable and easy to use with lots of functionality too. Retainer invoice function is great for us as we offer clients a promotion to top up their account in advance to receive discounts on future invoices so this works perfectly!
Cons
There is no auto connection to my particular bank yet so can't connect it all automatically as I did with my previous software however it allows for bulk uploads so you can still reconcile everything.
Alternatives Considered
XeroReasons for Choosing Zoho Books
Lack of additional functions and reports weren't as relevant to our needs. Zoho Books came free with Zoho One plan and we were paying for Quickbooks so made sense to cut this cost.Switched From
QuickBooks OnlineReasons for Switching to Zoho Books
It was included in Zoho One plan
Phillip
- Industry: Mechanical or Industrial Engineering
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4
5
Reviewed on 21/2/2024
Great Software
I really enjoyed this software. It is must easier to use than most of its competitors. It is also having some of the best pricing vs performance that I have found.
Pros
Zoho was very easy software to setup for someone who does not have a lot of experience. We used this software to mostly to track estimates. When estimates were approved and accepted by the customer it was simple to turn them into invoices.
Cons
Once you add certain items into the system they cannot be deleted. For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry.
Alternatives Considered
QuickBooks OnlineReasons for Choosing Zoho Books
Price and availability. It was simple enough that we could use what we needed in the program.Reasons for Switching to Zoho Books
The price and overall feel of the product.
Alfredo
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Weekly for 1+ year
-
Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
0
4
Reviewed on 21/9/2024
Easy peasy accounting platform
I’ve been using Zoho books for over a year successfully. I was able to easily migrate after a bad experience with quickbooks and from there been able to slightly customize it for my needs. I enjoy how it integrates with their expense tracker and with PayPal.
Pros
Easy to use platform with all the basic features for accounting.
Cons
User interface can feel a bit dated at times which makes it a bit difficult to do frequent tasks.
Alternatives Considered
OdooReasons for Choosing Zoho Books
My QB account was cancelled for undisclosed (by them) issues after asking for sensitive data using a Google Form! I couldn’t even recover my data, but at least they refunded a couple months “service”Switched From
QuickBooks OnlineReasons for Switching to Zoho Books
At the time I only needed accounting and the pricing was more appealing.
Alicia
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1
1
Reviewed on 16/11/2023
Blocks you when you need it.
Currently, Zoho Books is not capable of handling volume entries. You will be blocked if you go too fast, as I do. Then you have to wait hours before you can get back in. I created several users to be able to do my work. Also, the batch import feature does not work, since it does not pick up the product code on multi-line invoices. Our pricing went up last year, but Zoho's recurring invoices didn't pick up the new pricing, and the customers were invoiced at the old price, which caused massive service problems. Because of this, we are moving to another software, and I cancelled the auto-renewal with Zoho. Our access was immediately blocked (despite paying for the remainder of the year in advance), and now nobody has access to our own accounting. Currently, there is no one available in support to assist us, so we are waiting for a callback. It's beyond frustrating. The system is terrible, and the support is even worse. I do not recommend Zoho to any company.
Pros
It looks modern and intuitive.
It has a sales portal that customers can access online and view their invoices and payments. That is the feature that sold the program to us.
Cons
The debit and credit side is the wrong way round as it follows the Indian system. For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay. In Zoho however, it means that the customer is in credit by £100 and would potentially need a refund.
Blocks you if you type and click your mouse fast. There are problems with batch invoicing, and it takes a lot of time to review invoices one by one. The system does not extract more than 100 statements at a time. You really should find another system if your sales ledger is large.
DAMON
- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 1-5 months
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4
5
Reviewed on 29/8/2024
Moved from Zoho Invoice to Zoho Books
Moved over to Zoho books from Zoho invoice to better manage my finances. Definitely worth the migration
Pros
Marking the cost against my product items.
Cons
Uncleared notifications on the app that I just can’t seem to clear
