Zoho Books

Zoho Books is a cloud-based accounting platform that simplifies financial operations and automates workflows. It is a widely popular end-to-end online accounting software solution that integrates with other apps in the Zoho product suite.
Rating

Powerful, but may lack a couple nice features. Great for the price

Pros
Cons

Zoho Books Competitors

Quickbooks

Xero

Included in the following Zoho bundles:

Need help with Zoho Books? Here are some services we provide specifically for Zoho Books users!

Zoho Expert Bootcamp

Zoho Admin Crash Course

Hire a Zoho Books Expert

Zoho Books Certifications

Zoho Books Pricing

Zoho Books offers terrific value. It even offers a free plan for businesses earning less than $50k per year.

The free plan comes with the following benefits: managing invoices (1000 per year), client portal, online/offline payments, payment reminders, recurring payments, manual journals, taxes, custom templates, and more.

Zoho offers a pricing plan for businesses of all sizes.

Free

Free

  • Managing invoices (1000 per year)
  • Client portal
  • Both online and offline payments
  • Payment reminders
  • Recurring payments
  • Manual journals
  • Taxes
  • Custom templates

Standard

$15/annual | $20/month
  • Managing invoices (5000 per year)
  • Client portal
  • Both online and offline payments
  • Payment reminders
  • Recurring payments
  • Manual journals
  • Taxes
  • Custom templates
  • Connecting bank and credit card feeds
  • Transaction locking
  • Time tracking
  • Report tags
  • Advance option for online accounting

Professional

$40/annual | $50/month
  • Managing invoices (5000 per year)
  • Client portal
  • Both online and offline payments
  • Payment reminders
  • Recurring payments
  • Manual journals
  • Taxes
  • Custom templates
  • Connecting bank and credit card feeds
  • Transaction locking
  • Time tracking
  • Report tags
  • Advance option for online accounting

Priemium

$60/annual | $70/month

  • Managing invoices (5000 per year)
  • Client portal
  • Both online and offline payments
  • Payment reminders
  • Recurring payments
  • Manual journals
  • Taxes
  • Custom templates
  • Connecting bank and credit card feeds
  • Transaction locking
  • Time tracking
  • Report tags
  • Advance option for online accounting

Zoho Learning Paths

Zoho Finance Suite Admin

What is Zoho Books?

Zoho books accounting software enables the following:
  • Create financial budgets
  • Integrate other Zoho applications
  • Automate sending invoices
  • Track employees’ time
  • Track expenses
Compared to other popular accounting software platforms on offer, it is highly affordable while offering a wide range of features.

Which Features Does Zoho Books Offer?

Breaking down the features:

  • Accounts payable: keep track of unpaid invoices and money owed to vendors. Set up automatic payments so you never have to worry about missing an invoice payment.
  • Accounts receivable: keep track of who owes what, and when payments are due. The application also provides powerful tools for pursuing late payments, such as automated reminders and collections management.
  • Accrual accounting: record revenue not yet collected from the customer. Useful in long-term contracts or projects.
  • ACH payment processing: ACH is short for Automated Clearing House, a financial network that allows you to transfer money to another account without checks, a credit card, or wire transfers. Send and receive money through this network.
  • Approval process control: manage spending and keep track of bills.
  • Audit trail: track every action that’s been taken within your account, as well as who took it and when.
  • Bank reconciliation: match up your records with what your bank says you have in your bank account. This helps catch discrepancies so you can fix them.
  • Easy collaboration: helps you keep your client and vendor relationships transparent.
  • End-to-end accounting: gives you a 360-degree view of your finances.
  • Categorized banking transactions: allows you to see all bank transactions and bank feeds, and categorize them.
  • Multi-project management: create multiple projects and track them all in one place.
  • Inventory management: combine inventory and accounting so you don’t need another app to manage your inventory.
  • Transaction approval: control who spends what.
  • Time tracking: see billable hours at a glance and budget time more effectively.
  • Contact management: easily add and track information about your contacts, including their name, contact info, and communication history. You can also categorize contacts into groups, making it easy to stay organized.
  • Payment gateways: integrate with PayPal, Stripe, and other payment processors.

Zoho Books vs Quickbooks

Zoho Books is often compared to Quickbooks. Both are widely used accounting apps, and they share a lot of similarities. As competing accounting solutions and payroll software solutions, Zoho Books and Quickbooks go head to head in most respects:

Integrations

Your accounting software needs to integrate with other software and apps you are using in your company. Both solutions have solid integrations: QuickBooks has around 650 different integrations while Zoho Books has the advantage of integration with other Zoho applications. Both platforms integrate with Zapier, allowing them to connect with over 1000 apps and software platforms.

Pricing

Zoho Books is the clear winner. Its top plan is far cheaper than Quickbooks. This explains why Zoho is a favorite of startups and small businesses that are yet trying to establish sustainable business operations and workflow rules.

Customer support and satisfaction

Users of Zoho Books highly praise Zoho’s customer support and resources. Zoho excels at customer support, providing low wait times. Quickbooks Online missed the memo for this one.

Mobile Apps

Both Zoho Books and Intuit Quickbooks Online each have mobile apps. Zoho Books wins in the mobile department with mobile apps available on Android and Apple, as well on the Kindle Fire and Windows devices. Quickbooks Online is available only for Apple users, and drew the ire of customers with numerous bugs.

Getting started with Zoho Books

Zoho Books accounting software offers a wide range of features to help small businesses stay on top of their finances.

Whether you’re a business owner, a sole proprietor looking for an invoicing solution, or a project manager that needs help managing your inventory, Zoho Books can be part of your success story.

You may need some training to get up to speed with the software. Our certified coaches can help you discover all the capabilities, streamline your cash flow, and set the stage for further growth.

Take advantage of all the free Zoho Books training linked on this page, and contact us if you need help with Zoho implementation. We offer Zoho consulting and on-site services.

Zoho Books FAQ

Zoho Books is usually quite easy to deploy. The setup is straightforward and simple, and the interface is neat and intuitive. Some admins get caught up in all the features, which is why we provide training resources to help you make sense of it.
Yes, Zoho Books has apps for Apple, Android, and Windows products.
Yes, Zoho Books offers a free tier. See our Pricing explanation above.
Our training videos offer numerous demonstrations of Zoho Books capabilities and features. If you need help with something not covered here, please contact us so we can help you.

About The Workflow Academy

The Workflow Academy offers extensive Zoho education and also Zoho consultation and implementation services for enterprises of all types and sizes. We offer one of the leading Zoho training programs. We help you get up to speed as a Zoho user from Zoho Projects to Zoho Books.

For additional assistance, ask about hands-on Zoho training and Zoho implementation from our certified consultants.