"Zoho Books is simple and easy-to-use bookkeeping software for small businesses."
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Pros
  • Comprehensive bookkeeping, billing, and some other features
  • Clear and inexpensive pricing
  • Attractive and clean UI
  • Plenty of integrations
Cons
  • Interface isn’t as interactive as some competitors
  • Zoho Payroll integration only available in California and Texas
  • Customer support options depend on plan
Company Background

Zoho is a company known for offering a suite of business software solutions covering everything from CRM to IT and more. One of its more prominent products is its bookkeeping solution, Zoho Books.

Zoho Books combines bookkeeping features with workflow automation and collaboration tools. Keep reading to learn if Zoho Payroll suits your business’s bookkeeping needs.

Plans & Pricing

Zoho offers a demo and a 14-day free trial to help you experience the software before you buy.

Should you find Zoho Books to be satisfactory, you can upgrade to one of three paid plans. For these, you’ll pay either a monthly fee or a yearly discounted price that knocks two months of subscription fees off. You can manage multiple organizations with each of these plans, but Zoho Books prices on a per organization basis.

Zoho offers plenty of add-ons for a bit extra that complement these plans well.

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

Basic

Starting Zoho Books’ plans is Basic, costing you $9/organization per month or $90/organization per year (because the $18 for two of the months is deducted for the discount).

Basic gives you, well, all the basics: budgeting, custom invoicing, bank reconciliations, expense tracking, recurring transactions, projects and timesheets, and sales approvals. You can also integrate Zoho Books with Zoho Sign, Zoho’s eSignature software.

Aside from your standard bookkeeping fare, Basic lets you add two users (you and one accountant), 50 contacts (the max combined number of customers and vendors you can add), and create five automated workflows.

Standard

Standard is Zoho Books’ most popular plan at $19/organization per month or $190/organization per year. Standard comes with everything in Basic, plus vendor credits, reporting tags, purchase approval, and integration with communications platform Twilio.

Standard also steps up your max contacts to 500, users to three (two users and one accountant), and 10 automated workflows or modules.

Professional

If you need everything in Standard but larger — and if you’d like some features tangentially related to bookkeeping — you can step up to Professional for $29/organization per month or $290/organization per year.

Professional combines the features of the past two plans but adds purchase and sales orders, stock/inventory tracking features, a custom domain, and a portal for your vendors.

Professional customers can add essentially unlimited contacts. Plus, they can set up 10 users and 10 automated workflows/modules.

Features & Functionality
General Features
Highly Customizable Transaction Forms

Zoho offers a significant degree of customization on numerous types of transaction forms such as invoices and packing slips. These forms can get quite detailed — you can adjust things such as shipping charges, sales taxes, and discounts.

You can genuinely make every form your own while providing all the necessary information to your clients/customers.

Automated Workflows

Manual, repetitive work is a substantial pain point among many small businesses. If only you could automate it.

Well, Zoho Books provides extensive workflow automation that lets you get specific with your tasks. It takes a while to get the hang of writing automation formulas, but you could save an untold number of hours once you do.

Reporting and Analytics

Zoho Books offers numerous reports. First off, it has your standard bookkeeping reports, such as your trial balance and financial statements.

Additionally, you can create reports for all sorts of other areas, such as receivables/payables, sales, purchases, and projects.

There’s plenty of filtering and sorting available, and you can schedule reports to be generated at a particular time automatically. You can also send reports via email with just a few button clicks.

Features
  • General Ledger
  • Manages Accounts Payable/Receivable
  • Income & Expenses Tracking/Management
  • Account Reconciliations
  • Bookkeeping Services Integration
  • Financial Reporting
  • Receipt Scanning
  • Invoicing
  • Dashboards
  • Auditing
  • Inventory Tracking/Management
  • Pay Bills
  • Cloud-based
  • Collections
  • Multi-currency
  • Multi-user Access
  • Manage Vendors/Contacts
  • Manage Purchase Orders
  • Bank and Credit Card Synchronization
  • Payroll Management
  • Convert Quotes to Invoices
  • Mobile App
Tax Preparation
Features
  • Tax Compliance
  • Manage Tax Calculations/Reporting
  • Accountant-prep Friendly/Accessible
Time-Saving Automations
Features
  • Automation of Invoices/Notifications
  • Suggests Transaction Matches
  • Purchase Order Automation
Add-Ons

Zoho Books lets you add new users a la carte for $2/user per month or $20/user per year. You can also buy credits for snail mail (if you need to send things from Zoho Books via snail mail) for $2 per credit. You can also pay $15 for 25 autoscans.

Beyond that, Zoho Books integrates with numerous other Zoho products, such as Zoho Sign mentioned earlier. Other products include Zoho Inventory (for inventory management), Zoho Payroll (for payroll), Zoho Projects (for project management), Zoho Subscriptions (for subscription businesses), and Zoho Expense (for expense approvals in Zoho).

However, there are many more Zoho products. If you’re a fan of those apps, getting Zoho Books lets you connect everything under one software program’s umbrella.

Finally, Zoho integrates with numerous third-party applications, such as payment gateways, PoS providers, productivity software, and tax software. It appears Zoho Books is a flexible choice if you need to streamline your operations.

Features
  • Payment Processing
  • Payroll Processing
  • Project Management
  • Time tracking
  • Third-party Integrations
Supported Devices
Features
  • Windows
  • Android
  • Linux
  • iPhone/iPad
  • Mac
  • Web-based
Pricing Model
Features
  • Monthly Payment
  • One-Time Payment
  • Annual Subscription
Ease of Use

Zoho Books offers a clean, easy-to-navigate interface that won’t take you too long to get used to. Everything is organized well with menus, and there’s a little gear icon at the top right of the screen that lets you view everything from different currencies to automations to Zoho Books’ integrations.

You can easily access Zoho’s numerous support resources in the top right of your dashboard as well.

When you first get started, Zoho Books walks you through the setup process, helping you to configure some of your personal settings. It then suggests other things to do to get your Zoho Books accounts ready for action.

Customer Support

Zoho Books offers fantastic customer support through a variety of avenues, from live help to self-help resources. That said, they offer several support tiers.

Classic is free. It offers live chat, phone support, and email support eight hours a day, five days a week, although it doesn’t state the hours. Response time is officially eight hours, but that could be less.

Classic is the only support plan available to Zoho Books customers.

If you have Zoho CRM, CRM plus, Zoho Desk, or Zoho One, you can also get Premium or Enterprise support for 20% or 25% of your subscription fee, respectively. These expand support hours to 24 hours a day Monday-Friday and 24/7, respectively. It also adds extras like custom onboarding and configuration assistance.

Additional customer support:
Knowledge Base
Zoho has a library of articles on every piece of software it’s created, including Zoho Books.
Forums
Zoho has forums for all of its products, including Zoho Books. You can discuss the software and seek answers from other users here.
Social media
Zoho Books has Facebook, Twitter, and LinkedIn.

24/7 Help & Support
24/7 Help & Support
Available 24 hours from Monday-Friday
Phone Support
Phone Support
You can reach them at 844-316-5544
Live Online Chat
Live Online Chat
Live chat with an agent based on what your support plan allows
Email
Email
Reach Zoho Books support via email at support.usa@zohobooks.com
Video Tutorials
Video Tutorials
Zoho has a YouTube channel with tutorial videos
FAQ
FAQ
Large FAQ section with lots of answers to common questions
Final Word

Zoho Books offers excellent value for everyone, from tiny businesses to larger enterprises. Its features are close to (but not at the level of) top industry competitors, but at some of the industry’s lowest prices. Plus, it offers a wide range of integrations, from Zoho’s own products to third-party applications. It would be nice if all support were free, but that may be the price one pays for excellent features at a low cost. Overall, if you need an inexpensive but robust bookkeeping software program, Zoho Books may be worth your consideration.

Bradley Schnitzer
Author: Bradley Schnitzer
Bradley Schnitzer helps businesses gain loyal customers through informative content pieces and persuasive copy. He is passionate about personal finance and helping budding freelancers further their careers.