Zoho Books Description

Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.

Pricing

Pricing Starts At:
$10.00/month
Free Trial:
Yes

Integrations

Reviews - 4 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Zoho
Year Founded:
1996
Headquarters:
United States
Website:
www.zoho.com/us/books
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Media

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Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online

Zoho Books Features and Options

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

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

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

GST Software

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

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

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

Zoho Books Lists

Zoho Books User Reviews

Write a Review
  • Name: Edith K.
    Job Title: Assistant Accountant
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Jason R.
    Job Title: EVP
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User, Administrator
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Lynn J.
    Job Title: Marketing Specialist
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Kunal R.
    Job Title: Manager
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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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