Who Uses Zoho Books?

Freelancers, Medium Business, Small Business

What Is Zoho Books?

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. Record, monitor and reconcile your bank accounts and transactions, and collaborate with your accountant in real-time. Most importantly, Zoho Books helps you make better, more informed decisions and stay on top of your business.

Zoho Books Details

Zoho

https://www.zoho.com

Founded 1996

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Zoho Books pricing overview

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Zoho Books has a free version and offers a free trial. Zoho Books paid version starts at US$15.00/month.


Starting Price

US$15.00/month See pricing details

Free Version

Yes

Free Trial

Zoho Books deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Zoho Books Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

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  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Writing
  • Compliance Management
  • Configurable Workflow
  • Customisable Reports
  • Data Extraction
  • Data Import/Export
  • Document Management
  • Document Storage
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fraud Detection
  • General Ledger
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • PO Reconciliation
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Management

View full list of Accounts Payable Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customisable Branding
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Document Management
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Estimating
  • Expense Tracking
  • Financial Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Tax Calculation
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Billing and Invoicing Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Budget Control
  • Budgeting/Forecasting
  • Cataloguing/Categorisation
  • Compliance Management
  • Contract/License Management
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Expense Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Order Processing
  • Order Tracking
  • Procurement Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Purchasing Reports
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Requisition Management
  • Search/Filter
  • Shipping Management
  • Sourcing Management
  • Spend Analysis
  • Spend Control
  • Spend Management
  • Supplier Management
  • Third Party Integrations
  • User Management
  • Vendor Management
  • Warehouse Management
  • Workflow Management

View full list of Purchasing Software

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Customisable Reports
  • Customisable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualisation
  • ERP
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Scenario Planning
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

View full list of Reporting Tools

  • API
  • Accounting
  • Accounts Payable
  • Activity Dashboard
  • Assessment Management
  • Attendance Management
  • Attendance Tracking
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Calendar Management
  • Cash Flow Management
  • Cash Management
  • Class Loading
  • Class Scheduling
  • Communication Management
  • Contact Management
  • Customisable Reports
  • Data Import/Export
  • Donor Management
  • Electronic Payments
  • Employee Management
  • Expense Tracking
  • Financial Aid Management
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • For Private Schools
  • For Special Education
  • Fund Accounting
  • General Ledger
  • Grade Management
  • Higher Education
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • K-12
  • Multi-Currency
  • Payroll Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Real Time Data
  • Real Time Reporting
  • Records Management
  • Recurring/Subscription Billing
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Third Party Integrations

View full list of School Accounting Software

  • API
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Asset Accounting
  • Automatic Backup
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Check Writing
  • Client Portal
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Expense Tracking
  • Fee Calculation & Posting
  • General Ledger
  • Invoice Management
  • Invoice Processing
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Secure Data Storage
  • Task Management
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Two-Factor Authentication
  • Workflow Management

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Zoho Books Alternatives

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Zoho Books Reviews

Read all reviews

Overall rating

4.4/5

Average score

Ease of Use 4.3
Customer Service 4.2
Features 4.2
Value for Money 4.4

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Deepak B.
Chief Operating Officer
Information Technology & Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 9/10/2019

"Great Collaboration"

Comments: Great experience although after 2 years we are still learning, it is good for indian accounting system

Pros: The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful

Cons: I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers

  • Reviewer Source 
  • Reviewed on 9/10/2019
Bob M.
owner
Retail, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/11/2020

"great option for accounting software"

Comments: There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.

Pros: It does everything that I need it to do, and for far less than it's competition.

Cons: There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

  • Reviewer Source 
  • Reviewed on 17/11/2020
Mehedi hasan M.
WordPress Developer
Design, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 16/6/2021

"I love using Zoho Books since early 2021 and still using happily!"

Comments: All in one I had a great experience with Zoho Books in this recent months. I hope this with continue and they will provide more features to the board. Their support system is pretty good. I love their work!

Pros: I mostly like the invoicing feature as I can set my work hours and then analyze them and making invoices to send to my clients. This way I can manage all my clients with their work hours and payments. Thanks to Zoho Books!

Cons: Sometimes I get hesitant on the banking fetching system. I am not sure it's me or Zoho who is creating those issues. Sometimes I see error data on the page.

  • Reviewer Source 
  • Reviewed on 16/6/2021
Cassi H.
Operations & Finance Director
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    2 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    2 /5
  • Customer Support
    2 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 18/12/2018

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 18/12/2018
Verified Reviewer
Director
Information Technology & Services, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    1 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 29/4/2021

"Has the potential, but not the backup"

Comments: Absolutely terrible. If not for the terrible support, this product would actually be quite good. But for anyone who is new to any system, there's always questions and help needed. That's the nature of IT. And unfortunately Zoho have completely missed the mark and don't appear to care about improving on that at all.

Pros: The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.

Cons: The customer service is absolutely appalling. In fact, it's not even fair to call it customer service because it's more like communicating with the abyss. No matter how many times you call or email, no one follows up - and if they do it's certainly not in a timely manner. They call you at ridiculous times and then email to say they called and to call them back. You call them back and no one is available. You leave a message for the agent to call you back and no one does.

  • Reviewer Source 
  • Reviewed on 29/4/2021