About Zoho Books

Category: Accounting Software
Zoho Books is the online accounting software for managing finances, automating business workflows, and collaborating across departments in your business. Its affordable price model and numerous features make this ideal keeping all of your accounting needs under one platform.

Company: Zoho

Zoho Books started its operations back in 2011 and the business has been growing ever since. It has won numerous awards in recent years, particularly when it comes to the user experience and quality software.

It is a part of Zoho Corporation, a company started in 1996 and was formerly known as Advent Net. As a whole, it now has over 50 million customers across the world and offers a wide variety of cloud-based business management systems and software.

In-Depth Analysis

0 Price
0 Ease Of Use
0 Features
0 Help And Support

Pros

  • Account packages are reasonably priced
  • Ability to add on a range of different services
  • Very easy to use on desktop and mobile
  • Allows for plenty of time-saving due to automation

Cons

  • Probably not suitable for very large businesses
  • Separate accounts needed for different businesses
  • No payroll services as an add-on option
Plans & Pricing

When you are considering different invoicing options, Zoho Books has one of the most affordable offerings out there. There are different plans that will suit different types of needs. There are three main packages on offer and you also have the ability to add additional features to these packages if needed.

Basic
$9
/mo
Free trial
Standard
$19
/mo
Free trial
Professional
$29
/mo
Free trial

Basic Plan

Currently, the basic plan will cost you a monthly fee of $9, or $90 if you pay the annual fee in one go. It allows for two users, so you can use this offering as a business owner and still have your accountant access everything as needed. There is the ability to add as many as 50 contacts, as well as creating five automated workflows. Everything from creating invoices and new projects, to tracking your expenses and reconciling accounts are offered.

Standard Plan

The Standard plan will cost you $19 each month or $190 for a one-off annual fee. Three users will be able to access the account and it allows for 500 contacts and ten automated workflows. As well as offering the Basic plan features, you can also get the ability to add reporting tags to each transaction, as well as managing your vendors, print checks, and tracking bills.

Professional Plan

The Professional plan will cost you $29 each month or $290 for a one-off annual payment. Up to ten users can access the account under this plan and there is no limit on how many contacts you are able to add. There is also the ability to have ten automated workflows. As well as the features you get with the Standard Package, you can also use inventory tracking and purchase ordering tools. There is also the ability to make sales orders and customizing the customer portal.

Ease of Use

Zoho Books is easy to navigate and use, even for beginners. All of the tabs are neatly organized in the right corner of the desktop app, enabling easy access to whichever aspect you’re interested in. The dashboard provides all the required information regarding accounting and payments. There is absolutely no learning curve involved and neither team members nor accountants should have any problems using the app to its full potential from the start.

Customer Support

You have the ability to get in touch with the team at Zoho Books by phone on a 24-hour basis between Monday and Friday. This support is free and has no limit to it.

There is also the option to use the live chat feature or send an email on a 24/7 basis. There is also a section on the Zoho Books website that contains answers to a lot of common questions. The quality of responses is top-notch across the board.

24/7 Help & Support
24/7 Help & Support
Available 24 hours from Monday-Friday
Phone Support
Phone Support
Available 24-hours between Monday-Friday
Live Online Chat
Live Online Chat
24/7 live chat available
Email
Email
Support available for customers 24/7 via email
Video Tutorials
Video Tutorials
Zoho Books has tutorials available
FAQ
FAQ
Large FAQ section with lots of answers to common questions
Features & Functionality
General Features

There are tons of great features associated with using Zoho Books. Billing and tracking for individual projects is an option, which allows you to compartmentalize everything involved with specific projects.

The tools to track inventory are very useful for managing your current stock and making sure that you do not run into any issues in this regard. You can get email notifications when inventory falls to a certain level. The accounting software has plenty of useful integrations to optimize the experience, such as joining with payment gateways and tax programs.

As well as the smooth desktop platform, there is also a Zoho Books app for mobile devices. This covers both Android and iOS phones, with Windows phone users also having their own app. This mobile offering allows you to complete a variety of key functions on the go, including making invoices, capturing receipts, recording your expenses, and tracking time that is billable.

Features
  • General Ledger
  • Bookkeeping
  • Manages Accounts Payable/Receivable
  • Income & Expenses Tracking/Management
  • Account Reconciliations
  • Financial Reporting
  • Receipt Scanning
  • Invoicing
Track Expenses
Features
  • Record Expenses
  • Record Mileage
  • Generate Invoices
  • Recurring Expenses
Tax Preparation
Features
  • Tax Compliance
  • Manage Tax Calculations/Reporting
  • Accountant-Prep Friendly
Time-Saving Automations
Features
  • Automation of Invoices/Notifications
  • Suggests Transaction Matches
  • Purchase Order Automation
Add-Ons

As well as the three main plans that are offered by Zoho Books, there are some add-on available if needed. If you want to add more users to your account, this will come at a monthly fee of $2 per user of a one-off annual payment of $20. This can be used for all of the different plans.

You can also get Zoho Books to mail hard copies of estimates or invoices to your customers. This snail mail service will cost $2 for each credit. A single credit is required for domestic US customers, with two credits necessary for international clients. Domestic mail can take up to five business days, will international mail can take 10-15 days.

There is also the ability to use an auto-scan feature for $5 monthly or a one-off $40 annual payment. This allows for as many as 50 scans in a month. After uploading the likes of receipts or invoices, they will get automatically scabbed in order to create the new transactions rather than you having to manually complete this step.

In terms of integrations, you are able to connect many popular payment processors to your Zoho Books account. This includes the likes of Square, Stripe, and PayPal. This allows for quicker invoice payments in a lot of cases. You can also integrate your credit card and bank accounts to Zoho Books. This allows you to keep track of everything going in and out of your accounts. In all, Zoho Books can integrate with hundreds of third-party apps, such as Uber For Business and G Suite.

Features
  • Payment Processing
  • Payroll Processing
  • Project Management
  • Time Tracking
  • Third-Party Integrations
Supported Devices
Features
  • Windows
  • Android
  • Linux
  • iPhone/iPad
  • Mac
  • Web-Based
Verdict

Zoho Books is definitely a great option for small to medium-sized businesses that are looking for an easy, yet effective way to manage their accounting and invoicing. It has tons of great features and you can choose between the various affordable pricing plans to find which one is the best fit for your needs.
Both the desktop and mobile apps are customizable and couldn’t be easier to use. By automating various aspects of the billing process through Zoho Books, you can likely free up some time to spend elsewhere on your business.

Zoho Books User Reviews

L
Laura M
11-50 employees
Used for: 1-2 years
02 Mar - 2021

Powerful and efficient tool

Overall, very satisfied with this accounting solution. Zoho has streamlined all our payable processes and made financial reporting a breeze

Pros

Easily configurable, excellent tracking, continuous updates, and extremely helpful customer service, just to name a few

Cons

Nothing negative to say about this software. It's been a great contributor to my business

Z
Zack H
02-10 employees
Used for: 6-12 months
13 Jan - 2021

Great cloud accounting platform!

Zoho books has tremendously helped simplify business transactions. I can track income and expenses, which has been super important for better understanding and organizing customer relations.

Pros

Solid software! Best feature is the customization aspect to everything

Cons

Can take some time to set up because it's so hands on

K
Khalil R
11-50 employees
Used for: 2+ years
02 Jan - 2021

Effective solution for anything accounting

First off, amazing support team. They assisted me and my co-workers numerous times through email and phone. This suite allows vast customization, especially customer reports. Integrations with other apps has also proved easy with Zoho. Lastly, it's cost e

Cons

Onboarding could be improved, but other than this everything is pretty efficient and on point

S
Stephen L
Consultant
Computer & Network Security, No employees
Used for: 1-2 years
12 Jul - 2022

Not satisfied

The features set makes sense for a small consulting practice, and usability is reasonable, not great. Support is inadequate. Will seek another package at the end of the year.