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 starts at £6.00/month. Zoho Books does not have a free version but does offer a free trial. See additional pricing details for Zoho Books below.

Starting Price

£6.00/month
See pricing details

Pricing Details

Basic: £6/month Standard: £12/month Professional: £18/month

Free Version

No

Free Trial

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
Customisable 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 398 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

Why limit yourself to just Books?

Reviewed on 20/06/2019
Daniel C.
Owner
Marketing & Advertising, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
3/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: I think Zoho Books is on par with all the other bookkeeping software, but what is even better is how it integrates with all of the other Zoho products. I have had to integrate SFDC with ZenDesk and other solutions and what a pain! The fact that books integrate with their CRM with their Desk app is wonderful. This does everything you need from creating invoices to managing expenses and accounts. Very easy to use and full-featured. It is a definite must for small businesses that are looking for a robust affordable solution that might also need a CRM (look at zoho one).

Cons: With any bookkeeping software, there is a learning curve. Not always the easiest, but certainly worth it. Once you get all of your accounts set up you'll need to make sure you get all of your payment processes in place. Which is nice once it's ready because people can simply pay from click on an invoice. My only complaint would be how certain things don't flow as easily as I would like to start off with. But once you get it figured out it's pretty easy and will save you tons of head aches when time goes on.

Zoho Books is the best finicial reporting software.

Reviewed on 08/09/2019
Martin D.
Administrative Clerk
Information Technology & Services, 10,001+ Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Zoho Books is the best software for the financial reporting and everyone can easily used this software in a more efficient way. Moreover, it is the best tracker all of our accounts and finance. I would recommended this software because this software is one of the best tool for financial and accounting.

Pros: Zoho Books is the best source to create our invoices and it is the best financial reporting software in all over the world. The most significant thing about this software is that we can easily send all of our invoices and expenses and get paid online with out any problem. Moreover, Zoho Books is so easy to use and very convenient software. The another best thing about this software is that it is the best accounting financial management software because it is the most reliable software for accounting as compared to its competitors.

Cons: The most obvious difficulty that we faced while using this software is that there features are not much advanced as compared to its competitors because it cannot provide the great features of sending expenses and finance to the business companies. The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices. But still it is the best tool for business accounting.

for a 1 man shop, it's a nice, inexpensive alternative

Reviewed on 21/02/2020
Steve P.
independent contractor
Information Technology & Services, Self Employed
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
3/5
Ease of Use
3/5
Features & Functionality
4/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: in the ~2 years i've been using the software, i've seen dramatic improvements over all (it felt very "beta" when i started, it now feels much more robust).

Pros: cost and the ability to build your own integration tools. compared to other options (unnamed here, but you know who they are), it is VERY cost efficient and effective. depending on options chosen with alternatives it costs anywhere from 25% to 75% of what The Other Guys offer. i've even been able to write some integrations with it (using some powerful and reasonably well documented REST APIs)

Cons: the interface is a bit clunky - things like matching take a bit of getting used to. banking integration only allows one sync per 24 hour period.

Great for a small business

Reviewed on 03/12/2019
James J.
Consultant
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

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

Reviewed on 18/12/2018
Cassi H.
Operations & Finance Director
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
2/5
Overall
3/5
Ease of Use
2/5
Features & Functionality
2/5
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.