Who Uses Zoho Books?

Freelancers, Medium 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

https://www.zoho.com

Founded 1996

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Zoho Books pricing overview

See pricing plans

Zoho Books does not have a free version but does offer a free trial. Zoho Books paid version starts at US$15.00/month.


Starting Price

US$15.00/month See pricing details

Free Version

No

Free Trial

Zoho Books deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base Software
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training Software

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Zoho Books Features

  • API
  • Access Controls/Permissions
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management Software
  • Financial Reporting Software
  • Fixed Asset Management Software
  • For Government
  • Fund Accounting Software
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management Software
  • Payroll Management
  • Project Accounting Software
  • Project Management Software
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management Software
  • Third Party Integrations
  • Workflow Management Software

View full list of Accounting Software

  • API
  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Document Management Software
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management Software
  • Estimating
  • Expense Tracking
  • Financial Management Software
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing Software
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Tax Calculation
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management Software

View full list of Billing and Invoicing Software

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  • Account Reconciliation
  • Accounting Integration
  • Accounting Software
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  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization Software
  • ERP
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management Software
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Scenario Planning
  • Third Party Integrations
  • Visual Analytics
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  • Audit Trail
  • Budget Control
  • Budgeting/Forecasting
  • Cataloging/Categorization
  • Compliance Management
  • Contract/License Management
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Expense Tracking
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Multi-Location
  • Order Management Software
  • Order Processing
  • Order Tracking
  • Procurement Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Purchasing Reports
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Requisition Management
  • Search/Filter
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  • Sourcing Management
  • Spend Analysis
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  • Class Loading
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  • Data Import/Export
  • Donor Management
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  • Employee Management
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  • Financial Aid Management
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  • For Private Schools
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  • Grade Management
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  • Invoice Processing
  • K-12 Software
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  • Purchasing & Receiving
  • Real Time Data
  • Real Time Reporting
  • Records Management Software
  • Recurring/Subscription Billing
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Third Party Integrations

View full list of School Accounting Software

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  • Automatic Backup
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  • Billing Rate Management
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  • Contact Database
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  • Credit Card Processing
  • Cross Ledger Posting
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  • Customer Statements
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  • Document Management Software
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  • Task Management Software
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  • Third Party Integrations
  • Time & Expense Tracking
  • Two-Factor Authentication
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View full list of Trust Accounting Software

Zoho Books Alternatives

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Zoho Books Reviews

Read all reviews

Overall rating

4.4/5

Average score

Ease of Use 4.3
Customer Service Software 4.2
Features 4.2
Value for Money 4.4

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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 Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019-10-09

"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 2019-10-09
Bob M.
owner
Retail, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-11-17

"great option for accounting software"

Comments: There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.

Pros: It does everything that I need it to do, and for far less than it's competition.

Cons: There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

  • Reviewer Source 
  • Reviewed on 2020-11-17
Verified Reviewer
Director
Information Technology & Services, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    1 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 2021-04-29

"Has the potential, but not the backup"

Comments: Absolutely terrible. If not for the terrible support, this product would actually be quite good. But for anyone who is new to any system, there's always questions and help needed. That's the nature of IT. And unfortunately Zoho have completely missed the mark and don't appear to care about improving on that at all.

Pros: The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.

Cons: The customer service is absolutely appalling. In fact, it's not even fair to call it customer service because it's more like communicating with the abyss. No matter how many times you call or email, no one follows up - and if they do it's certainly not in a timely manner. They call you at ridiculous times and then email to say they called and to call them back. You call them back and no one is available. You leave a message for the agent to call you back and no one does.

  • Reviewer Source 
  • Reviewed on 2021-04-29
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 Software
    2 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 2018-12-18

"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 2018-12-18
Adrian P.
CEO
Retail, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    3 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 2021-05-28

"It's good but not great"

Comments: I use this for our charity and it is a great low cost solution. For my business, I ultimately had to change back over to QBO. The little bugs and limitations got in the way for a more complicated business setup where QBO is well utilized in this area.

Pros: The workflows you can create are great and the support is quick to respond.

Cons: Like everything in the Zoho Suite, it is always at 80%. There are always things that don't work properly and bugs. The integration for Amazon Seller Central was not great.

  • Reviewer Source 
  • Reviewed on 2021-05-28