Zoho Books Review 2025
Zoho Books Accounts Receivable Plans & Pricing
Zoho Books Comparison
Expert Review
Pros
Cons
Zoho Books Accounts Receivable's Offerings
When you sign up for Zoho Books, you get a 14-day free trial. During the trial, you have full access to the product. You can choose to subscribe to a paid plan on a monthly or yearly basis.
There are three plans: Standard, Professional, and Premium, with varying features and limits on invoices and users. You can purchase additional users, document autoscan, and snail mail as add-ons.
Customer Support
Zoho provides excellent customer support through various channels such as phone and email support, live chat, and a range of helpful resources on their website, including video tutorials.
Phone Support
Zoho Books offers support hotlines for the US, UK, Australia, South Africa, and Canada. When I phoned I got through to customer support right away (within less than 30 seconds) and the representative was friendly and offered to arrange a call-back from the appropriate department that matched my query.
Live Chat
On Zoho Books’ website, you can access the live chat feature. The live chat connects the user to a support agent in real time. The live agent support was fast and accurate.
Zoho Books offers direct email assistance via the email: support.usa@zohobooks.com. When I sent an email, I did not receive a notification that it had been delivered.
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Overall Experience
Zoho has outstanding customer support, with phone and email assistance, live chat, and a plethora of website resources such as a welcome guide, forums, blogs and videos.
Features & Functionality
General Features
Zoho boasts several key features, including real-time sales forecasting for automation in Salesforce, streamlining of the lead management process, centralized account management through a single database, logging of customer calls for more effective follow-ups, customizable CRM workflow management, and monitoring of sales opportunities throughout the sales cycle.
Automation Features
For more advanced accounting processes, users may want to contemplate the Zoho Books auto-scan add-on, which enables you and your accountants to scan financial statements. By doing so, Zoho can extract relevant data and enter it into your account automatically. For a fee of $8 per month, you will have access to 50 scans every month.
Reporting & Analytics
Zoho is a versatile and mature SaaS solution that uses visually appealing reports to streamline lead generation. Charts are utilized to display leads and customer ratios in a clear manner, and users can save their favorite reports in a dedicated folder. Although the reporting feature may not be as advanced as other higher-priced CRM software, it still offers robust functionality.
Cash Flow Features
By using the dashboard, you can easily track your top expenses, as well as view the total amount of money owed to you and the amount you owe others. In addition, the dashboard allows you to generate various business reports such as profit and loss statements, balance sheets, and cash flow statements. To make things even easier, there’s also a tax tool that you can utilize to set a default tax rate, calculate sales tax, and file 1099s for your contractors.
Integrations & Add-Ons
Zoho CRM offers integration with numerous third-party applications through the Zoho Marketplace. A variety of B2B apps, including ClickDesk, Evernote, Slack, MailChimp, G-Suite, Microsoft Office 365, and QuickBooks, are available. Additionally, other Zoho software can be easily integrated with Zoho CRM through the Marketplace.
Zoho provides additional options that can enhance the functionality of their software. If you have found a Zoho plan that suits your requirements but requires more users, you can add a user to your account for a monthly fee of $2.50.
If the need arises to send physical copies of invoices or estimates to your clients, the Zoho Books Snail Mail add-on can be useful. You can use the credits provided by this add-on to send hard copies to customers in different parts of the country or the world.
Performance:
Payment Notifications
Lead generation and Zoho’s SalesSignal feature are more beneficial for larger businesses. SalesSignal allows real-time monitoring of social networks, emails, and chats for potential leads mentioning the company, with notifications. For smaller businesses, this feature may be overwhelming without a dedicated social media marketer.
Reminders (For receiving payments)
Zoho CRM’s AI feature, Zia, provides lead follow-up suggestions via phone or email at the best time. Although in its early stages, Zia’s lead analysis is accurate and has potential to become a great tool.
Sending Emails
Zoho’s free version includes email templates, social media integration, email opt-out, file attachment, and follow-up rules. These features are sufficient to kickstart business operations.
Invoice Creation
Zoho enables you to send personalized invoices and integrate with payment gateways, allowing customers to conveniently pay for your goods and services online. Additionally, you can associate one or multiple bank accounts with significant transactions and categorize them automatically for seamless and prompt reconciliation.
Ease Of Use:
The invoice screen has a user-friendly interface for generating invoices, with logically arranged fields. Users can find clients easily and add extra contacts to customer records. Zoho Books also lets users customize reports and export data into CSV format. The software is simple to navigate and many helpful resources are available to users with questions.
Create Invoice
Zoho Books has a user-friendly interface, and generating invoices is a straightforward process. Fields are arranged in a logical sequence and allow for sufficient detail.
Find Client
Zoho Books users can create customer records, allowing for communication with and billing to customers.
Customize Reports
You can generate different business reports including profit and loss statements, balance sheets, and cash flow statements. Additionally, you can utilize a tax tool to establish a default tax rate, compute sales tax, and submit 1099s for contractors.
Verdict:
Zoho Books is a comprehensive accounting program that caters to the needs of small businesses and goes beyond expectations. Zoho has different plans with fixed user limits, which can be increased with an add-on for an additional fee. The top-tier plan, Enterprise, allows only up to 10 users. Other solutions offer unlimited users. Zoho also provides business report options and three add-ons for added functionality. Additional users can be added to a plan for $2.50/month.
The Premium version offers excellent usability, flexibility, and depth in areas such as sales and purchases, time and project tracking, and inventory management. It also provides an abundance of helpful resources, a crucial aspect in accounting. And, with its robust integration capability, and functionality, it would be a sound choice for small to medium sized businesses.
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