Zoho Books

Who Uses Zoho Books?

Freelancers, Mid Size 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 Books

https://www.zoho.com/us/books

Founded 1996

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
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Zoho Books pricing overview

Zoho Books does not have a free version but does offer a free trial. Zoho Books paid version starts at US$9.00/month.


Starting Price

US$9.00/month

Free Version

No

Free Trial

Yes

Zoho Books Features

  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management

View full list of Accounting Software

  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customisable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator

View full list of Billing and Invoicing Software

  • "What If" Scenarios
  • Access Controls/Permissions
  • Audit Trail
  • Balance Sheet
  • Budgeting/Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Data Import/Export
  • General Ledger
  • Multi-Company
  • Profit/Loss Statement

View full list of Financial Reporting Software

  • Compliance Management
  • Contract Management
  • Inventory Management
  • Invoice Processing
  • Purchase Order Management
  • Requisition Management
  • Sourcing Management
  • Spend Management
  • Supplier Management

View full list of Purchasing 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

View full list of School 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

View full list of Trust Accounting Software

Zoho Books Alternatives

More Zoho Books alternatives

Zoho Books Reviews

Showing 5 of 410 reviews

Overall
4.4/5
Ease of Use
4.3/5
Customer Service
4.2/5
Features
4.2/5
Value for Money
4.4/5
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
Nikki B.
Owner, Editor, and Writer
Publishing, Self Employed
Used the Software for: 1+ year
  • 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 17/9/2020

"Efficient, affordable took that's essential for my business"

Comments: I switched to Zoho Books from FreshBooks a little over a year ago when the cost of FreshBooks became unmanageable and free options, such as Wave, did not serve my purposes. I was also looking for a cloud invoicing/expense-tracking system that was less glitchy and easier to use. Zoho Books is all of that. As a sole proprietor, the price suits my budget perfectly. Clients have told me that paying me through Zoho is much easier than paying me through FreshBooks or Wave. At tax time, it's easy to send my Profit & Loss report to my accountant. I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.

Pros: Zoho Books is easy for me to use and much easier for my clients to use when paying me. They've given me positive feedback about their invoicing experiences. It's also affordable, which was a huge deciding factor when I switched from another cloud invoicing program.

Cons: I wish I could see when a client has "viewed" my invoice. Also, I didn't realize that listing vendors on my expenses, such as Amazon, would count as "Contacts" and use up some of my slots. I'm glad I know now and I'm rectifying it.

  • Reviewer Source 
  • Reviewed on 17/9/2020
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
Unenabasi godwin E.
MD/CEO
Computer Software, 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 22/7/2020

"Incredible Accounting Software for Freelancers and Startups"

Comments: Zoho helps my business keep accurate accounting records, bill customer and drive down receivables.

Pros: Zoho captures every aspect of my company's finances. The tool makes it easy for you to create estimates, and invoices, capture bills and expenses as well as monitor business health. The muti-user feature lets business track expenses and movement of funds between departments and business teams. Another incredible feature that makes Zoho stand out is their customer support. They have an amazing support team that responds quickly. Plus, they help you valuable suggestions to help you navigate difficult accounting operations.

Cons: Zoho does not have an offline capability. The software is cloud-based so you must have an internet connection to access the software.

  • Reviewer Source 
  • Reviewed on 22/7/2020
Anne B.
Owner
Marketing & Advertising, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 1/4/2020

"All the functionality of QuickBooks - and more - at a much better price"

Comments: Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.

Pros: Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Cons: I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.

  • Reviewer Source 
  • Reviewed on 1/4/2020