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Zoho Books Review, Pricing & Features

zoho books review

As a company, Zoho takes security seriously and uses top industry-standard security measures to protect the data and privacy of its users. Zoho Books offers a robust set of features that closely rivals QuickBooks Online, with quite a few unique touches thrown in. Zoho Books is a complete accounting package with unbeatable invoicing and ample features. is a leading authority on technology, delivering Labs-based, independent reviews of the latest products and services. Our expert industry analysis and practical solutions help you make better buying decisions and get more from technology. Zoho Books has also added reports since I last reviewed the site, like the Customer and Vendor Balance Summary Report and Project Cost Summary Report. You can now compare some sales and purchase reports with those from preceding years.

Collaborate across teams, assign tasks, and bill expenses directly from your project dashboard. The Accounting Periods and Methods only real drawback is that all time needs to be connected to a specified project to be tracked.

The Standard plan costs $15 per month and supports three users – you, your accountant and another user. You can use it to create invoices and projects, track expenses, and reconcile accounts. It includes mile tracking, recurring invoicing and automatic bank feeds. A sole proprietor could use it without having advanced features get in the way, given its low cost and friendly user experience.

zoho books review

They involve everything from tracking down invoices and taking payments (Stripe, PayPal, etc.) to marketing and multiple-currency support. But, currently FreshBooks offers far more, and Zoho has a smaller set that’s a bit less complex. From custom invoicing to reporting, Zoho Books has the essential features that small and midsized businesses need to simplify and manage their accounting and financial operations.

When it comes to PCI compliance, the Payment Card Industry Data Security Standard enforces a set of practices to be followed by companies to protect their customers’ card information. Dashboard– The Zoho Books dashboard is appealing and makes it easy to view your financial state. The dashboard features graphs for Total Receivables, Total Payables, Cash Flow, Income and Expense, Your Top Expenses, Projects, and Bank and Credit Cards. You can also change the color theme of your whole dashboard and main menu, which is a neat addition.

Best Accounting Software

Through the program, you can access real-time data and analytics to make informed business decisions. Zoho Books’ ease of use, features, and pricing make it a great option for startups and very small businesses.

However, unlike FreshBooks’ retainer invoices that are linked to its project management, Zoho Books’ retainer invoices are just there to help you keep track of your retainers. Zoho Books’ Basic plan has the same price tag as Xero’s Early plan, which would be a great option if you need Xero’s inventory features and rarely generate transactions. However, Zoho Books’ Basic plan is better for your business if you don’t need the inventory or bills because it doesn’t limit the number of your transactions, like Xero does. One downside to Zoho Books’ expansive features is that it feels generic and not especially tailored to a type of business. It’s a dependable accounting platform, but other platforms with a clear target, such as FreshBooks, offer a better experience overall. Zoho Books provides a lot of features, ranging from a time tracker to an inventory management tool.

  • Should you run into problems, you can do a live chat with Zoho Books’ customer support or send them an email.
  • Document management and auto-scan features allow users to upload and store documents such as bills or receipts, which can be scanned and attached to invoices.
  • Affordable pricing, Ability to add on features, Easy to use, Advanced invoicing capability, Good project management tools and tracking.
  • Now I can able to access my books of accounts anywhere which I found most impressive about Zoho software.

In addition, utilizing Zoho for companies in Europe that requires a progressive invoice number can be difficult at first. Zoho Books is far easier to use than the competitor software I have used. Rather than insisting on one fixed workflow, if offers easy and intuitive ways to work the way you want. When you have a problem or QuickBooks question, jumping through the hoops of their support team is often a pain. I’ve been using Zoho products for quite some time and, sometime, it feels like support has gone worse over time. The simple and dynamic functionalities which ensured that all of our requirements related to accounts, customer engagement are fulfilled.

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The overall experience could be improved with some cool updates and features.i like to read so it was great for me. What makes it unique is its simplicity, in addition to having many free features that other tools are not available or simply charge for their use.

This affordable accounting software lets you create, send, and track invoices and is extremely easy to use. Zoho Books is a robust piece of accounting software that lets you manage your business from one place. Just like QuickBooks Online, it offers a range of features suitable for both product-based and service-based businesses. It’s priced competitively, and if all you want to do is monitor your financial condition, it does its job perfectly. Zoho Books is an online accounting software developed by Zoho, a California-based software company. Zoho also creates other platforms, such as Zoho Analytics and Zoho Payroll, which you can integrate with your Zoho Books account to improve your experience. I truly appreciate the Zoho customer service for always being so friendly and knowledgeable and solving the issues on the go.

The company has also added a payroll integration, which was a big feature gap in the past. No one else at this solution level offers automated workflows like Zoho Books does. This tool comes with a bit of a learning curve—in fact, it’s fairly complex unless you’ve worked with multi-segment formulas before—but it can be quite useful. You could, for example, specify that you want the sales manager to receive an email alert when an estimate amount is changed by more than $250.

Zoho Books offers a strong invoicing feature, with high levels of customization, useful templates, automations, encryption, and deposit capabilities. You can also create estimates that can seamlessly transfer to custom invoices or projects for added functionality. Once sent, your invoice can also remind clients of unpaid balances and allow for fast and easy online payment with credit card or ACH through the Zoho product payment gateway. Recurring invoice features and saved payment details make ongoing client relationships even easier. Zoho Books is an online accounting software that allows you to easily manage the money flowing in and out of your business. Manage your customers and invoices, while keeping expenses in check.

The receivables functionality module in Zoho Books will streamline your invoicing process to help automate the process of receiving payment from clients. Zoho Books is part of a suite of products offered by Zoho. If you are already using other Zoho products, you’ll be able to easily integrate Zoho Books with any of CARES Act these offerings. If you have a question about anything, you can email them and they’ll respond relatively quickly. You can also get a lot of answers to questions on their forums for customers. Zoho Books is primarily for small and medium-sized businesses, although it could be used successfully by any business.

You’ll be able to connect to sites like PayPal or Etsy and implement bill and invoice reminders when necessary. You won’t have the most robust feature set, and its customer service is limited to online methods.

Best Reviews

You can choose to add a payment link to the invoice email, attach an invoice PDF, and attach other files once you’ve sent the invoice to the customer. Test invoices that we created and sent were delivered to the customer’s inbox promptly. Accounting, reports and contacts management are excellent. It’s a good and efficient software for small business purposes and can do easily using businesses there is a 14 day free trials for every new user. The response time of customer support could also be improved, although all issues are dealt with efficiently relatively fast even now. It’s a must for people starting up a new, small business to handle the finances and keep the cash flow. It is an unbelievable experience with Zoho books, a lot of modules to create invoice styles, and easy to use, always helpful and awesome designing of the procedure and every step is an affordable one.

If you’re a business owner who likes to have another co-owner or an accountant share your account with you, you’ll end up paying extra — which might end up making FreshBooks an expensive option. First up is the Zoho Books Basic plan, which costs $9 per month and allows you to bill up to 50 clients. You’ll also have access for two users included in this plan. If you’re a larger company with hundreds of clients, Premium would be the plan for you. However, you may not want to pay double the price simply to bill additional clients, with no real difference in overall capabilities and features. The FreshBooks Lite plan is the most basic of FreshBooks’ plans and costs $15 per month. While this may sound like a great price for your budget, keep in mind this plan only allows you to have five billable clients.

zoho books review

If you plan to use Zoho Books as your main accounting platform then you don’t need to use Zoho Invoice as Zoho Books has everything Zoho Invoice has. The payables functionality module in Zoho Books will help create, send, and manage bills. The Purchases section of the software is where you can keep track of your expenses, bills, payments made, and vendor credits. This section mirrors the Sales section, and that the two are laid out so similarly makes it easier to navigate through the software intuitively. You can also accept payments directly through a customer’s bank account. Customers we interviewed told us that handling card payments is easier through Zoho Books than through Sage Business Cloud accounting. You can add many detailed customizations to each template, such as the paper size, orientation of the paper, font, and more.

When creating a new expense, fill in the date of purchase, amount, expense account and payment account. If you want to, zoho books review you can also itemize the expenses for more clarity. You can also upload a receipt to keep your expenses organized.

The best accounting software includes intuitive features that let you follow up on invoices and a portal where your clients can pay you. With Zoho Books you can closely monitor and track how labor is spent in your company. Zoho provides helpful features for doing so by allowing you to log and track time, give role based access to log time, managing multiple projects, and add expenses related to particular invoices. The real blessing in disguise when it comes to this system are automated bank feeds, thanks to which companies avoid manual data entry, and import transactions easily from any account or credit card. Banking rules are considered in advance, and transactions are grouped automatically. Zoho Books offers notably responsive customer support, with many ways to contact the team. Customers can use live chat from within their account to contact the Zoho team from 9AM to 9PM EST.

Zoho Books is a fine pay-as-you-go cloud-based accounting option that provides you with many if not all of the tools you’ll need to keep your business accounts in good shape. While the cloud-based desktop route is a great one to take we’re also really impressed with the level of detail applied to Zoho Books range of apps. These have been nicely put together and deliver everything you need to keep tabs on your accounts on the move.

Software Features

Yeah, it’s good with this Zoho software and it’s very useful for everyone with very fluently Zoho Books is far better than QuickBooks. You can customize it to fit your needs and it integrates with other Zoho apps. We map costs for customers from Zoho Projects to Zoho Books and track it in Zoho CRM. I’ve tried QuickBooks, Quicken, other expense and timeclock apps. Craig has spent 25 plus years in the world of accounting and business.

Zoho Books Reporting

Zoho Books is an accounting application that includes a full suite of bookkeeping, financial management, and invoicing tools. It helps business owners or managers track expenses, manage inventory, invoice customers and employees, and generate key financial reports to track their business. Zoho Books is cloud-based accounting software that allows bookkeepers, accounting professionals and business owners to manage their company’s finances. We were looking for a software that would make it easy for us to exchange info and data with our accountant, ad that would give us a better overview of the financial situation of our company.

Whether you are a freelancer or run a growing business, Zoho Books has enough variety in its available plans to fit every requirement. The pricing is affordable and makes it easier for you to scale without worrying much about the cost.

Questions About Zoho Books?

It is exceedingly rare in the online accounting industry and many other sectors. Customer service is available 24 hours a day, Monday through Friday. Contact Management– You can manage both customers and vendors in Zoho. You can add basic contact information, multiple contact persons, custom fields, reporting tags, internal notes, and more. When you click on a contact, you’re taken to a beautiful dashboard where you can see an overview of that contact’s information, sales, comments, and statements. Even better, you can request reviews and testimonials directly from your clients within Zoho Books.

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Like the customer portals that were already available, vendor portals can save time and improve communication with your suppliers. Your vendors can see the details of purchase orders and invoices anytime, and track payments.

October 21, 2021

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Zoho Books Review, Pricing & Features


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