Zoho Books

Zoho Books

by Zoho Books

Who Uses Zoho Books?

Freelancers, Mid Size Business, Small Business

What Is Zoho Books?

Zoho Books is an online accounting software that allows you to easily manage the money flowing in and out of your business. Manage your customers and invoices, while keeping expenses in check. Record, monitor and reconcile your bank accounts and transactions, and collaborate with your accountant in real-time. Most importantly, Zoho Books helps you make better, more informed decisions and stay on top of your business.

Zoho Books Details

Zoho Books

https://www.zoho.com/us/books

Founded 1996

Zoho Books Pricing Overview

Zoho Books does not have a free version but does offer a free trial. Zoho Books paid version starts at US$9.00/month.

Starting Price

US$9.00/month

Pricing Details

Contact Zoho for pricing details.

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

Zoho Books Features

Accounting Software
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
Government
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Billing Portal
Contact Database
Contingency Billing
Customizable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
"What If" Scenarios
Access Controls/Permissions
Audit Trail
Balance Sheet
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Data Import/Export
General Ledger
Multi-Company
Profit/Loss Statement
Compliance Management
Contract Management
Inventory Management
Invoice Processing
Purchase Order Management
Requisition Management
Sourcing Management
Spend Management
Supplier Management
Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Zoho Books Reviews

Showing 5 of 405 reviews

Overall
4.4/5
Ease of Use
4.3/5
Customer Service
4.2/5
Features
4.2/5
Value for Money
4.4/5
Deepak B.
Chief Operating Officer
Information Technology & Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 09/10/2019

"Great Collaboration"

Comments: Great experience although after 2 years we are still learning, it is good for indian accounting system

Pros: The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful

Cons: I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers

  • Reviewer Source 
  • Reviewed on 09/10/2019
James J.
Consultant
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    Unrated
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 03/12/2019

"Great for a small business"

Comments: We moved from an ancient copy of Billings (a Mac-only program), and chose Zoho over the main competition based on ease of use and the need to handle customer retainers smoothly.

Pros: The setup is fairly straightforward, and the learning curve is very manageable. It's really nice to have a good (and reasonable) set of defaults for categories and account structure. That made initial use and customization pretty easy to do. The documentation is generally good, and tip links are numerous.

Cons: The only thing I find even slightly annoying is that the feed connection to the bank account is often "broken", but on the positive side the status is clear and whatever issues exist seem to fix themselves automatically within a day or two. It's not really a show-stopper; it's just annoying when I want to "clean up" things and the bank feed isn't fully current.

  • Reviewer Source 
  • Reviewed on 03/12/2019
Babu G.
CEO
Marketing & Advertising, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    3/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 10/05/2020

"Zoho Books reconciles bank statement automatically and GST filing is way better than anything else."

Comments: Overall, it's a boon, If you are in India then this is the takeaway software as it helps ease in filing GST reports.

Pros: This software when I started using I thought I made a wrong choice but as in when I started managing my accounts & Books for my business, It became my friend, an accountant indeed it did everything that an accountant would do with very little accounting knowledge. The best part is if you are a startup company and you do not have strict compliances then this is for you, you don't have to hire an accountant and DIY. :)

Cons: Support is the only part which sometimes made me upset as the Employees were not uniformly assisting as if they were not trained on customer service. The worse thing is they just have support for technical help and no bookkeeping support.

  • Reviewer Source 
  • Reviewed on 10/05/2020
Cassi H.
Operations & Finance Director
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    2/5
  • Ease of Use
    3/5
  • Features & Functionality
    2/5
  • Customer Support
    2/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 18/12/2018

"It's easy to use but that's as far as it goes"

Comments: The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again. If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Pros: It's easy to use if you're doing simple bookkeeping

Cons: This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution.
If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks.
I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

  • Reviewer Source 
  • Reviewed on 18/12/2018
Anne B.
Owner
Marketing & Advertising, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 01/04/2020

"All the functionality of QuickBooks - and more - at a much better price"

Comments: Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.

Pros: Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Cons: I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.

  • Reviewer Source 
  • Reviewed on 01/04/2020