Zoho Books 2023 Reviews, Pricing, Features


Now, they can purchase products and services regardless of their location, while you get rid of boring and repetitive tasks. In this case, all of your recurrent bills, payment reminders and auto charges will be automated with minimal intervention.

  • You can post advance payment and bulk invoice payments through this screen.
  • Most accounting solutions require an accountant or accounting knowledge to measure, analyze financial metrics (Balance Sheet, P&L and Cash flow) and clarity on pending activities.
  • Zoho Finance Plus starts at $249/month or $199/month if billed annually per organization and includes ten users.
  • You can add a few optional features to your account for an extra fee.
  • The cap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software.

Zoho Books Review – Accounting Software Features your invoices, quotes, track payments and upload expense receipts right from your phone at anytime, anywhere. Such as images or documents to your invoices and send it to your customers. Zoho Books has established itself as one of the most trusted hotel management systems. It helped us enhance customer experience with a robust feedback system. Very fast and responsive system, sales analytics to leverage the service, ensures timely tax filling, web-based reporting for all-inclusive operations. Initially sign-up for a trial, now I have already integrated the software into our 3 organizations.

Time Tracking

Sign up for Lab Report to get the latest reviews and top product advice delivered right to your inbox. Zoho Books also provides numerous templates for every major module. It even has activity-related reports, like Activity Log and System Mails. You can share reports with other users, schedule them to be sent out via email on a recurring basis, and export them as XLS, XLSX, and CSV files. A link to Help resources lives in the upper-right part of the screen.

features of zoho

We relied on https://personal-accounting.org/ websites and software demos when conducting our analysis, in addition to studying user reviews for independent opinions on the highlights and downsides of each product. For automation specifically, we focused on the number of processes that could be automated via built-in tools, as well as the ability to create custom tools. People who run multiple businesses should also know that although you can have multiple companies under a single account, each business will require a separate subscription. On a related note, Zoho supports only three users on its Standard plan and up to 10 users on its Premium plan; after that, you need to pay an extra monthly fee for each additional user.

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Online help resources include FAQs and a searchable knowledge base. In-house coders are also available to help less tech-savvy business owners make the most of Zoho’s automation abilities. Note that the free version of the software includes only email-based customer support. Zoho’s ability to automate financial functions is almost unparalleled among the accounting software products we reviewed.

  • It’s robust for a no-fee application, offering features like customizable multilingual invoicing , client portals, payment gateways, and expense/mileage tracking.
  • Great with beginners as well as the app consist of not too complicated logs and has quite a user-friendly interface for the beginners as well.
  • In addition to its free plan for businesses with annual revenue below $50,000, Zoho Books has five paid plans that fall anywhere between $20 per month and $275 per month.
  • Zoho books and Quickbooks have quite similar offerings.
  • If you want to integrate your accounting software with other software and apps, Quickbooks won’t disappoint you.

One of the best reasons to invest in Zoho Books is the extraordinarily simple way to convert sale orders and estimates into invoices. All it takes is a couple of clicks, and then you can drag and drop as needed to create your invoices.

Zoho Books is currently rated on Capterra, Crozdesk, G2, GetApp, Software Advice, TrustRadius.

Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company’s other products. Zoho Books displays as much excellence in its Android and iOS apps as it does in the browser-based version. The apps open to a home page that displays links to common functions, like creating an invoice or recording an expense. A multipage dashboard displays charts for elements like Total Receivables, Cash Flow, and Income & Expense. Contact records, which are quite robust in the browser-based version, are well executed in the mobile app, though not nearly as detailed.

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