Zoho Books

What is Zoho Books?

Businesses of all sizes can efficiently manage their finances and critical business operations from a single platform through Zoho Books. It provides tools for tracking income and expenses, invoicing, inventory management, and project tracking, which makes it a versatile solution for business owners, accountants, and finance teams alike. Zoho Books also integrates smoothly with Zoho’s other apps and third-party platforms, allowing users to streamline workflows and automate tasks like invoicing, payment reminders, and bank reconciliation.

Default dashboard view in Zoho Books. Source: Zoho Books trial account

The Zoho Books dashboard provides an at-a-glance view of your financial health. Here, users can track key performance indicators such as cash flow, expenses, and outstanding invoices, helping them make data-driven business decisions.

Start Free Trial Visit the Zoho Books website.

Zoho Books offers a comprehensive set of features. Through the platform, you can:

• Track and pay bills
• Manage expenses
• Connect to banks worldwide
• Accept online payments
• Manage projects
• Ensure accurate bank reconciliation
• Track contacts
• Capture receipts
• Store files
• Generate detailed reports

It also supports multi-currency accounting, making it a strong option for businesses with international operations.

Zoho Books connects directly to your bank, allowing you to import transactions automatically and simplify the reconciliation process.

Connect your bank to Zoho Books to keep track of expenses and accounts. Source: Zoho Books trial account

In addition to core accounting tools, Zoho Books offers optional add-ons such as advanced inventory management and a client portal for easy collaboration. Another benefit is its flexibility for multiple users, which lets growing businesses scale up without losing control of their financial data.

Keep track of projects. Source: Zoho Books trial account

For businesses that manage projects, Zoho Books offers project tracking, allowing you to assign tasks, track time, and bill clients with ease. The project management features ensure you stay on top of deadlines and costs and can send invoices directly linked to tracked project hours.

Overall, Zoho Books is ideal for businesses that need a complete, user-friendly accounting solution. It provides a secure, centralized platform for managing finances, automates processes like recurring invoices and reminders, and supports informed decision-making through reporting and trend analysis.

Is Zoho Books legit?

Yes, Zoho Books, which launched in 2011, is a trusted name in cloud accounting. Part of the larger Zoho Corporation, which has been providing software solutions for over 25 years, Zoho Books helps thousands of businesses worldwide to streamline their financial processes. Known for its affordability, extensive features, strong data security, and reputation for reliable customer support, Zoho Books is widely regarded as a legitimate and dependable accounting solution.

Start Free Trial Visit the Zoho Books website.

How much does Zoho Books cost?

Starting price:

Free

Free trial:

14 days

Free version:

Available

What’s included in every Zoho Books plan?

Zoho Books offers six plans and a 14-day free trial. The entry-level Free plan includes management of up to 1,000 invoices annually and supports one user plus an accountant. The Free plan also enables tracking of up to 1,000 bills/expenses.

The Standard plan, which starts at $20 monthly, includes managing up to 5,000 invoices and access for three users. It also allows recurring invoices and expenses, online payment acceptance, and multilingual invoicing. For growing teams, additional users can be added at $30 per user per year.

The Professional plan starts at $50 per month, expands access to up to five users, and includes enhanced features like Standard+. This allows users to manage up to 10,000 invoices and 10,000 bills/expenses, as well as handle recurring bills and retainer invoices. Additional users can be added at $30 per user per year.

The Premium plan starts at $70 per month, supports up to 10 users, and includes advanced Professional+ features, offering for the management of up to 25,000 invoices and 25,000 bills/expenses, budgeting tools, and digital signature integration with Zoho Sign. Again, additional users can be added at $30 per user per year, and additional employees can be added at the same rate of $30 per employee per year.

The Elite plan starts at $150 per month and builds on the features of the Premium plan, supporting up to 100,000 invoices and bills/expenses in the Premium+, along with advanced inventory control and the ability to manage offline and online orders. Add-ons include warehouse users at $90 per warehouse per year, extra users at $30 per user per year, and $30 per year for each additional employee.

The Ultimate plan costs $275 monthly and accommodates up to 15 users. The Elite+ plan is the same as the Premium+ plan but with the added benefits of advanced analytics and the ability to view real-time dashboards. Additionally, the add-ons are also the same as the Elite plan.

Which features does Zoho Books offer?

Other notable Zoho Books features

• Subscription management
• Financial reporting
• Bank reconciliation
• Automation of workflows
• Order and warehouse management

Start Free Trial Visit the Zoho Books website.

What types of support does Zoho Books offer?

Zoho Books user review highlights

We analyzed 1,087 user reviews about Zoho Books from three third-party review websites to provide this summary.

Our analysis shows that Zoho Books’ strengths include a strong and affordable accounting platform, particularly to small and medium-sized businesses. The platform’s accessibility across mobile devices and its secure data handling provide a sense of reliability for users, and many find its set of features valuable, especially the ability to track invoices and handle multiple billing entities.

Zoho Books’ integration capabilities, especially with other Zoho applications, is a major draw for customers, allowing its users that are already familiar with the Zoho “ecosystem” to centralize and streamline various business functions.

However, some users encounter challenges that limit their experience. Customization options, specifically for reports and invoices, are a common area of concern, with some users finding them too limited for tailored needs. On top of that, integration with third-party applications outside the Zoho “ecosystem” can be inconvenient which creates extra manual work in instances where seamless connectivity would be beneficial.

Support responsiveness also appears to be an issue, with users noting delays and unsatisfactory answers from the support team, which can be frustrating for businesses relying on timely solutions. Despite these areas for improvement, many users still find Zoho Books worth the investment for its extensive features and ease of use in handling essential accounting tasks.

• Ease of Setup – Users report that getting started with Zoho Books is relatively straightforward, but some encounter difficulties with data migration, especially for businesses with larger data sets.
• Ease of Use – Zoho Books is praised for its user-friendly interface, simplifying invoicing, payment tracing, and everyday accounting tasks.
• Features – Users value the platform’s broad range of accounting tools, including multi-entity billing, recurring billing, and automation triggers. Integration with other Zoho applications enhances functionality, though integration with third-party platforms can be challenging.
• Quality of Support – While Zoho Books’ support team is accessible, users report slow response times and limited helpfulness in resolving issues. The community support page also receives mixed feedback regarding clarity of answers.
• Value for Money – Zoho Books is widely recognized as an affordable solution with flexible pricing plans suited to small and medium-sized businesses. Many users find it offers excellent value compared to competitors like QuickBooks.

Zoho Books Contact Information

Parent Company:

Zoho Corporation

Headquarters:

Chennai, India

Year Founded:

2011

Website:

zoho.com/us/books/

Facebook:

facebook.com/ZohoBooksOfficial/

Twitter (X):

x.com/ZohoBooks

Instagram:

instagram.com/zoho_books/

LinkedIn:

linkedin.com/showcase/zoho-books/

YouTube:

tiktok.com/@Zoho_Books

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