Zoho Books Reviews & Pricing

by Zoho Corporation | Founded 1996, Chennai, India

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What is Zoho Books?

Industry Specialties: Serves all industries

Zoho Books is a cloud-based accounting software offering streamlined bookkeeping tools for small businesses and freelancers. Its core functionality revolves around managing expenses, invoices, payments, and payroll. Users can track income and outgoings, generate financial reports, and collaborate with their accountant. Zoho Books caters best to solopreneurs and small teams seeking an affordable, user-friendly accounting solution. Its intuitive interface and mobile app make it accessible for individuals with limited accounting expertise. Key benefits include automatic data entry, bank reconciliation, and inventory management. Popular features encompass purchase orders, recurring invoices, and project profitability tracking. User reviews within the accounting context praise its ease of use, affordability, and helpful customer support. Zoho Books offers tiered pricing based on the number of users and required features. Plans range from a free version with basic functionality to more comprehensive options for growing businesses, making it a scalable solution as accounting needs evolve.

Pros

Easy to use
Affordable pricing
Mobile app access
Good customer support
Solid basic features

Cons

Limited advanced features
Reporting customization
Inventory management depth
Integrations with third-party apps
Scalability for larger businesses

PRICE

COMPANY SIZE

DEPLOYMENT

PLATFORM

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User Sentiment

Based on 546 reviews:

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Zoho Books Pricing

Based on our most recent analysis, Zoho Books pricing starts at $9 (Monthly).

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Starting From: $9
Pricing Model: Monthly
Free Trial: Yes, Request for Free

Training Resources

Zoho Books is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Zoho Books:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Zoho Books Benefits and Insights

Why use Zoho Books?

Key differentiators & advantages of Zoho Books

Efficient Invoicing: Personalize and send invoices to patrons and receive payments in various currencies with the invoicing tool. Users may add their company logo and fonts to reflect their company values and even establish invoice reminders for clients.
Accurate Estimates: Add contact information, item details and prices saved within the platform with the estimation tool. Users may also send estimates and receive approvals from customers in real time.
Communicate with Clients: Enable patrons to sign estimates with the client portal apparatus digitally. Consumers may also make bulk payments in one click, paying users fasters.
Upkeep Expenses: Keep track of expenses such as office supplies and monthly employee allowances with the expense module. Manage, organize, and charge consumers with expenditures as needed and even attach bills, receipts and credit notes to the related transactions.
Maintain Bills: Initiate recurring bills for expenses and purchases at normal intervals through the billing apparatus. Users may also attach landed costs to statements so they can properly cipher the full value of items.
Perform Bank Reconciliations: Obtain accurate cash flow estimates and balance mismatches, replicated payments and past reconciliations with the banking dashboard on the bank reconciliation module. Utilize various bank rules to pinpoint and sort transactions automatically.
Monitor Projects: Control several projects by creating new ones, adding new duties to each project and allocating responsibilities to particular workers with the project management function. Users may also grant certain permissions and restrictions to employees, such as the timesheet appliance to log time or employ the timer.
Oversee Inventory: Arrange inventory according to its valuable information such as stock-keeping unit (SKU), product image, vendor details, cost and available stock with the inventory module. The inventory tracking feature allows users to stay in the loop of their inventory levels constantly.

Industry Expertise

Since 1996, Zoho has developed software to resolve company problems. It keeps product development and customer support at the forefront of its operations. Thanks to more than 7,000 employees, Zoho remains an independent company that focuses on various software for sales and marketing, email and collaboration, finance, IT and help desk, human resources, business intelligence and even custom solutions that's suitable for all industries.

Zoho Books Reviews

Average customer reviews & user sentiment summary for Zoho Books:

546 reviews

88%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Zoho Books reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Intuitive interface: Users consistently praise Zoho Books for its simple and easy-to-navigate interface, even for those without prior accounting experience.
Automation superpowers: Tasks like invoicing, payment reminders, bank reconciliation, and financial reporting become effortless with Zoho Books' automation features, saving users significant time and effort.
Seamless integrations: Zoho Books smoothly integrates with other Zoho apps, like CRM and Projects, as well as popular third-party tools, streamlining workflows and eliminating data silos.
Mobile accessibility: The user-friendly mobile app allows for on-the-go accounting, ensuring users can manage finances anytime, anywhere.
Value for money: Zoho Books is consistently praised for its affordable pricing plans, making it accessible to businesses of all sizes.
Customer service responsiveness: Users frequently highlight the prompt and helpful support provided by Zoho Books' customer service team.

Cons

Transaction limits: Users express frustration with the capped number of monthly transactions (5,000 on the highest plan), potentially hindering high-volume businesses.
Inventory management constraints: While Zoho Books offers inventory tracking, it lacks advanced features like sales analytics and in-depth item breakdowns, making it less suitable for businesses with complex inventory needs.
Coding requirements for automation: Unlocking the full potential of automation features often requires knowledge of coding (Deluge script), posing a challenge for non-technical users.
Occasional reporting issues: Some users report occasional glitches or inconsistencies in financial reports, necessitating careful review and potential manual adjustments.
Multiple subscriptions for multiple businesses: Managing multiple businesses requires separate subscriptions, which can become cost-prohibitive for users with several entities.

Researcher's Summary:

Zoho Books lands a punch with its user-friendly interface and automation superpowers, even for accounting newbies. Invoicing, bank reconciliation, and reports become automatic allies, saving users precious time. Integration with the Zoho ecosystem and other popular tools keeps workflows in harmony. Plus, the mobile app lets you manage finances on the go, a big win for busy entrepreneurs. However, Zoho Books stumbles with transaction limits, potentially tripping up high-volume businesses. Inventory management feels like a lightweight sidekick compared to some competitors, lacking the muscle for complex needs. Unlocking automation's full potential requires coding know-how, leaving some users stranded. And while reports are generally reliable, occasional glitches necessitate a closer look. Managing multiple businesses under separate subscriptions can also add up cost-wise. So, how does Zoho Books stack up? Users often compare it to Quickbooks Online. Zoho shines with its intuitive interface and affordability, especially for solopreneurs and small teams. But Quickbooks packs a heavier punch in its inventory management and advanced reporting features, catering to larger businesses with complex needs. Zoho's seamless integrations and user-friendliness win hearts, while Quickbooks offers a more robust toolset for seasoned accountants. Ultimately, Zoho Books is a capable accounting sidekick for businesses starting their financial journey. Its ease of use, automation muscle, and affordable price tag make it a tempting choice. But for high-volume businesses or those with intricate inventory needs, other contenders might offer a more powerful punch.

Key Features

Sales Order: Tailor sales orders with company logos, fonts and colors with the sales order idiosyncrasy. Users may transform approved estimates into sales orders and invoices in just a few clicks. Users may also pinpoint their best clients and merchandise with real-time reports from their transaction histories.
Purchase Orders: Trace all items purchased and mutual prices set by vendors with the purchase order management appliance. Print, copy and share purchase orders through emails to work together with clients, partners, internal stakeholders and more to swiftly complete tasks.
Online Payments: Pick the best payment portal —including Stripe, PayPal, Worldpay and more — to collect payments from customers promptly. Users may also enable recurring transactions to receive payments at weekly, monthly or yearly intervals automatically.
Reporting: Evaluate total receivables, sales, top expenses and more KPIs with the reporting module's dashboard. Obtain reports like profit and loss, balance sheets, cash flow statements and more to dive into data and make wiser decisions.
Automation: Deliver instant payment reminders, save client information for future automatic billing and recurring invoices and immediately send out transactions with Zoho Books' automation tools.
Documents: Chronicle document details and shift them into invoices, expenses, bills, sales orders or purchase orders with the document management accessory. Users may match documents to bank feeds or previously-made transactions for proof of commerce for their archives.
Mobile-Friendly: Deliver invoices, estimates and account statements to patrons and track miles traveled with the iOS app. The Android app enables users to take pictures of receipts and attach them to recorded expenses in addition to overseeing earned revenue and gathered fees.

Approach to Common Challenges

Manual Data Entry: Zoho Books offers automatic bank reconciliation, syncing transactions directly from bank and credit card accounts, reducing manual data entry and streamlining financial records.
Invoice Tracking and Payments: The software provides a central hub for creating and managing invoices, tracking their status, sending reminders, and accepting online payments, simplifying the invoicing process and expediting cash flow.
Expense Management: Zoho Books allows for easy tracking of expenses, categorizing them, attaching receipts, and generating reports, aiding in expense monitoring and tax preparation.
Financial Reporting: The software generates various financial reports, including profit and loss statements, balance sheets, cash flow statements, and tax summaries, providing insights into business performance and financial health.
Collaboration with Accountant: Zoho Books facilitates seamless collaboration with accountants through secure account sharing, enabling real-time access to financial data and streamlining tax preparation.
Compliance with Regulations: The software keeps up with tax laws and regulations, ensuring compliance and reducing the risk of errors or penalties.

Cost of Ownership

Frequently asked questions regarding Zoho Books pricing include:

Q: What are the different pricing plans available for Zoho Books, and how do I choose the right one for my business?
A: Zoho Books offers a range of plans to suit different business sizes and needs. The Free plan is ideal for businesses with revenue under $50,000, while Standard, Professional, and Premium plans offer increasing features and user limits to accommodate growth. Consider your business's current revenue, number of users, and required features to select the most suitable plan.
Q: Are there any additional costs or fees associated with using Zoho Books beyond the monthly subscription fee?
A: While the monthly subscription covers core features, certain add-ons like additional users, auto-scan, and snail mail incur extra charges. It's essential to factor in these potential costs when budgeting for your accounting software expenses.
Q: How does Zoho Books' pricing compare to other similar accounting software options?
A: Zoho Books is known for its competitive pricing, often positioned as a more affordable choice compared to some industry-leading competitors. However, it's crucial to evaluate pricing alongside features and functionality to ensure the software aligns with your specific accounting needs and budget.

Limitations

Zoho Books comes with plenty of benefits and capabilities, but few limitations exist. At the time of this review’s publication, these are the limitations of the solution based on user feedback:

Doesn't automatically add dates and names
Clunky Interface

Suite Support

Email: Users may email [email protected] for support.

Phone: Users may dial (844)316-5544 for phone support at any time Monday through Friday.

Training: For training material, Zoho offers help files on everything from banking and estimates to bills, payments made, timesheets and more. There are also videos on how to sign up, navigate and initiate user roles on Zoho Books. The support page also offers FAQs, find an accountant, business guides, blogs and more.

Tickets: For ticket support, users may complete the form on the contact us page.

FAQ

Frequently asked questions regarding Zoho Books include:

Q: Can Zoho Books handle payroll in my region?
A: Zoho Books offers built-in payroll for multiple regions, including the US, Canada, UK, and India. However, specific features and compliance with local regulations may vary. Be sure to confirm compatibility with your region's payroll requirements before committing.
Q: How easy is it to import data from my existing accounting software?
A: Zoho Books simplifies data migration by offering various import options, including CSV files, QuickBooks files, and direct bank feeds. This allows users to seamlessly transition their financial records without manually re-entering data, saving time and effort.
Q: Does Zoho Books integrate with other business tools I use?
A: Zoho Books boasts a robust app marketplace with integrations for popular CRM, communication, and e-commerce platforms. This connectivity allows for streamlined workflows, automated data exchange, and improved efficiency across various business operations.
Q: How well does the mobile app function for managing finances on the go?
A: The Zoho Books mobile app is highly rated for its intuitiveness and comprehensive functionality. Users can access key financial data, create and send invoices, track expenses, and approve payments, making it a convenient tool for managing finances outside the office.
Q: What type of customer support does Zoho Books offer?
A: Zoho Books provides extensive customer support through self-help resources, online forums, and email/phone inquiries. Users also have access to live chat support during business hours, ensuring timely assistance with questions and troubleshooting.