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Zoho Books

Brand : Zoho Corporation

Starting at ₹ 899

Save Extra with 2 Offers

  • offer_icon Save upto 28%, Get GST Invoice on your business purchase |
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Experience streamlined accounting with Zoho Book's advanced features like invoicing, expense tracking, GST compliance and financial reporting. ...Read more

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Zoho Books Software Pricing, Features & Reviews

What is Zoho Books?

Zoho Books is your one-stop destination for seamlessly managing all the accounting-related tasks, allowing the users to organize their transactions easily. It is a single and safe location wherein you can easily store your company's bills and invoices, oversee projects, and reduce all GST-compliant worries.

This accounting software has a clean and simple dashboard that will give you a complete look into your financial health. In addition, it has an effective and user-friendly UI that makes it easy for users to navigate through Zoho Books.

One of the USPs of Zoho Books is that being a user, you have the freedom to customize the appearance of the templates you use in sales and purchase transactions to suit your needs and reflect the identity of your business.

Zoho Books is designed to help you connect your business across multiple platforms. You can grow your accounting network with a library of more than 300 business apps via Zapier, and you can also benefit from built-in apps within Zoho Suite.

Why Choose Zoho Books Accounting Software?

Zoho Books stands out for its clean UI, advanced security and privacy measures with IPR restrictions and an extensive library of more than 300 business apps. Here are the key reasons why users choose Zoho Books

  • Seamless Setup & Import: With Zoho Books, you can easily customize your settings and import existing data to speed up the data collection process in every module.
  • Hassle-Free GST Filing & Compliance: It is designed to keep pace with the current tax regime, enabling users to get their business GST-ready and compliant with Zoho Books.
  • Easily Handle Multiple Documents: Zoho Books makes it easy for users to store all their documents in one place including receipts.
  • Advanced Customer Portal: Using an advanced customer portal, clients can easily view all their invoices and quotes, check on the payments they have made, and rate their service.
  • Transaction Approval: Zoho Books makes implementing quality control in the sales process easy. A manager will be allocated to you to help you verify and edit a transaction before approving it.

Additional Features of Zoho Books Accounting Platform

Zoho Books offers specialized tools and features to help you easily streamline all accounting-related tasks. These features include:

  • Purchase Orders: Minimize all types of potential data-related discrepancies & track items ordered along with prices agreed upon by vendor.
  • Automation: Save your client's payment details for future billing & all the details associated with a contact can be automatically billed.
  • Vendor Portal: Get notified whenever your suppliers view transactions and add comments to the documents.
  • Audit Trail: It will help businesses to carefully monitor their activities and prevent fraud.

Pricing of Zoho Books Accounting Solution

Zoho Books standard pricing plan starts from INR 899. It is a basic and affordable plan that allows 3 users to use the platform along with email support.

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Zoho Books Pricing & Plans

Standard
  • Users-3 User
  • GSTIN-1
  • Quotes
  • Manage customers
  • Invoices-5000 a year
  • Recurring invoices
  • Credit Notes
  • Invoice customization
  • Customer portal
  • Option(s)
    • Quantity (Organisation)
    • Monthly
Starting at ₹ 899
Professional
  • Users-5 User
  • GSTIN-2
  • Quotes
  • Manage customers
  • Invoices-10000 a year
  • Recurring invoices
  • Credit Notes
  • Invoice customization
  • Customer portal
  • Option(s)
    • Quantity (Organisation)
    • Monthly
Starting at ₹ 1799
Premium
  • Users-10 User
  • GSTIN-3
  • Employees (Payroll)-10
  • Quotes
  • Manage customers
  • Invoices-25000 a year
  • Recurring invoices
  • Credit Notes
  • Invoice customization
  • Customer portal
  • Option(s)
    • Quantity (Organisation)
    • Monthly
Starting at ₹ 3599

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Zoho Books Features

Core Functionalities

  • icon_check Payroll Management Streamlines the process of calculating employee salaries, tax deductions, and benefits.
  • icon_check Branch Management It allows businesses to manage financial transactions, reports, and data specific to different branches or locations, ensuring
  • icon_check Tax Management It automates the calculation, tracking, and reporting of various taxes.
  • icon_check Transaction Management Tracks, records, and categorizes financial transactions for accurate reporting.
  • icon_check Time & Expenses Management It is a process of recording, tracking, and managing employee working hours and business-related expenses.
  • icon_check Accounts Payable Refers to the money a business owes to its suppliers or vendors for goods or services purchased on credit.
  • icon_check Accounts Receivable It represents money owed to a business by its customers or clients for goods or services delivered but not yet paid for.
  • icon_check General Ledger It is a comprehensive record of all a business's financial transactions, categorized by accounts.
  • icon_check Quotation & Estimates Offers detailed price estimates to clients before finalizing sales, while estimates offer preliminary cost projections.
  • icon_check Statutory Compliances Ensures adherence to legal regulations such as tax laws, payroll requirements, and financial reporting standards.
  • icon_check Alerts & Notifications They are automated messages that inform users of important financial events, deadlines, or discrepancies.
  • icon_check Bank Reconciliation It is a process of comparing the balances in the company's records with the balances shown on the bank statement.
  • icon_check Collection Management A robust field that involves tracking & managing receivables, including invoicing, payment reminders, & follow-ups.
  • icon_check Receipt Management It involves capturing, organizing, & storing digital copies of receipts for expenses & purchases.
  • icon_check Document Management Refers to the digital storage, organization, & retrieval of financial documents & records.
  • icon_check Batch Management It enables users to handle multiple transactions collectively, streamlining processes such as invoicing, payments, and updates.
  • icon_check Credit / Debit Note A credit note is issued to reduce the amount a customer owes, typically due to returns or overpayments.
  • icon_check Multi Currency Support Refers to the software's capability to handle transactions, reporting, and financial management in multiple currencies.
  • icon_check Bookkeeping Capabilities Involves recording and managing financial transactions, tracking income and expenses, and keeping records current.
  • icon_check Bank Settlement Refers to the process of reconciling transactions between a company's bank account records & its accounting system.
  • icon_check Gst Report Preparations Involves the process of compiling data on Goods and Services Tax (GST) transactions from various financial records within an
  • icon_check Return Filings Return filings are crucial in accounting software, where businesses prepare and submit tax returns to relevant authorities.
  • icon_check Tds Report Generations Includes the automated creation of reports detailing Tax Deducted at Source (TDS) from payments made to vendors or contractors.
  • icon_check GST Input Reconciliations Involves matching the Input Tax Credit (ITC) claimed on purchases with the GST details provided by suppliers.
  • icon_check Asset Management Consists of tracking & managing a company's assets throughout their lifecycle.
  • icon_check Fund Accounting It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
  • icon_check Cost Centres A vital unit where costs are allocated for internal tracking & management purposes.
  • icon_check Fixed Asset Register (FAR) Management A Fixed Asset Register tracks and manages a company's fixed assets, including their acquisition cost, depreciation, and current
  • icon_check Trial Balance Preparation It consists of compiling and listing all ledger accounts and their balances to verify the accuracy of recorded transactions.
  • icon_check Variant Analysis Includes comparing & evaluating different versions or scenarios of financial data to identify variations, discrepancies, or
  • icon_check Broker Management Involves tracking & managing broker transactions, commissions, & related financial activities to streamline brokerage
  • icon_check Claims Management Includes tracking, processing, & settling claims efficiently, ensuring accurate record-keeping and financial reporting.
  • icon_check Sales Management It consists of tracking sales transactions, managing customer accounts, and generating reports on sales performance.

Administrative Features

  • icon_check Self Service Portal Allows users to access and manage their financial information independently, including viewing reports, submitting invoices, and
  • icon_check Admin Controls Allows administrators to manage user access, set permissions, and oversee the security of financial data within the system.
  • icon_check Backup & Restore A process of creating a copy of data (backup) to prevent data loss and retrieving that data (restore) to recover the system to
  • icon_check User Access Management Includes roles, permissions, access control, and activity tracking to ensure secure operations.
  • icon_check Ledger Scrutiny Ledger scrutiny involves a detailed examination of financial records to ensure accuracy, completeness, and compliance.
  • icon_check Facility Management Refers to the tools used to track and manage the operational costs, maintenance, and usage of physical assets or facilities.

Integrations Supported

  • icon_check Import / Export Management Refers to the ability to transfer financial data in and out of the system, enabling seamless integration with various apps.

Financial Management

  • icon_check Budgeting & Forecasting They are vital financial planning tools businesses use to estimate future revenue & cash flow.
  • icon_check Cash Flow Management Used for tracking, analyzing, & optimizing the net amount of cash receipts, barring cash expenses.
  • icon_check Cash and Bank Management It tracks and manages all cash inflows and outflows, including bank transactions and cash payments/receipts.
  • icon_check Revenue Management Refers to the systematic process of predicting, analyzing, & optimizing an organization's income by managing pricing &
  • icon_check Fund Accounting It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
  • icon_check Fund Planning Defined as a process of forecasting & managing the inflows and the outflows of cash.
  • icon_check Net Worth Management Defined as a process of tracking and managing an individual or organization's total assets and liabilities.
  • icon_check Financial Planning & Analysis It includes forecasting future financial performance based on historical data, and budgeting for expenses and revenue.

Analytics and Reporting

  • icon_check Financial Accounting and Reporting It involves tracking and managing a company's fixed assets, such as equipment, vehicles, and buildings.
  • icon_check Profit & Loss It shows revenues, costs, and expenses to determine net profit or loss for a period.
  • icon_check Audit Management Refers to a process of preparing for & conducting audits by organizing & tracking audit-related activities.
  • icon_check Gross Profit Refers to the difference between revenue from sales and the cost of goods sold.
  • icon_check Financial Statement Generation & Analysis Refers to the process of automatically creating financial reports like balance sheets & income statements.
  • icon_check Ratio Analysis It includes evaluating financial ratios derived from financial statements to assess a company's performance.
  • icon_check Net Profit Management Involves calculating, analyzing, & reporting the net profit earned by a business after deducting all expenses.
  • icon_check Profit Centers Defined as a segment within a business that is responsible for generating profits.

Sales and CRM

  • icon_check Customer Management It involves tracking & managing customer information, transactions, & interactions to streamline billing, payments, &
  • icon_check Order Management Handles the processing, tracking, & fulfilment of customer orders, thereby integrating them with inventory & financial
  • icon_check Quotation & Estimates Offers detailed price estimates to clients before finalizing sales, while estimates offer preliminary cost projections.
  • icon_check CRM Capabilities CRM capabilities are integrated to streamline & optimize the business processes associated with customer management.
  • icon_check Loyalty Program Tracks and manages rewards or incentives given to customers for their continued business.
  • icon_check Sales Management It consists of tracking sales transactions, managing customer accounts, and generating reports on sales performance.

Inventory and Supply Chain Management

  • icon_check Warehouse Management Optimizes inventory, controls stock levels, and manages orders and shipments efficiently.
  • icon_check Stock Management It includes tracking inventory levels, monitoring stock movements, & managing reorder points.
  • icon_check Inventory Management It involves tracking, managing, and optimizing the stock of goods and materials.
  • icon_check Item Master A centralised database where detailed information about each inventory item or product is stored.
  • icon_check Delivery Management It consists of tracking and managing the delivery of goods or services to customers, including scheduling, logistics, & more.
  • icon_check Vendor & Supplier Management Tracks interactions, manages invoices and monitors payments for efficient procurement.
  • icon_check Inventory Reconciliation Refers to the process of matching the inventory records in an accounting system with physical inventory.
  • icon_check Barcode Scanning It streamlines inventory management by automatically tracking & recording product information.
  • icon_check Distribution Management Involves tracking & managing the flow of goods from suppliers to customers, including inventory control.
  • icon_check Product Management It includes overseeing the development and enhancement of features related to tracking, managing, and reporting financial data.
  • icon_check Store Management Helps track inventory, manage stock levels, and streamline purchase and sales processes.
  • icon_check Supply Chain Management Streamlines procurement, inventory, and logistics for efficient financial oversight.

Project and Workflow Management

  • icon_check Transaction Management Tracks, records, and categorizes financial transactions for accurate reporting.
  • icon_check Time & Expenses Management It is a process of recording, tracking, and managing employee working hours and business-related expenses.
  • icon_check Workflow Management Streamlines tasks automate processes and enhances team collaboration for efficient operations.
  • icon_check Project Accounting Project accounting tracks & manages financial information & activities specific to individuals or jobs.
  • icon_check Facility Management Refers to the tools used to track and manage the operational costs, maintenance, and usage of physical assets or facilities.
  • icon_check Production Management It involves tracking & controlling the manufacturing process, including inventory levels, work orders, and production costs.

Retail and Point of Sale

  • icon_check Point of Sale (POS) Integrates sales transactions with financial records, facilitating real-time inventory management and streamlined reporting.
  • icon_check Retail Management Consists of features for tracking inventory levels, sales transactions, & customer data along with generating reports for

Billing & Invoicing

  • icon_check Payment Processing Refers to the handling of electronic transactions between buyers & sellers, ensuring the secure transfer of funds.
  • icon_check E-Way Bill Generation E-Way Bill Generation involves creating and managing electronic invoices required for the transportation of goods under GST
  • icon_check Payment Tracking Monitors and records incoming and outgoing payments, ensuring accurate financial records and timely reconciliation.
  • icon_check Invoice Processing It includes receiving and managing invoices from vendors or suppliers to ensure accurate payment and financial record-keeping.
  • icon_check Automatic Payment Reminders Automatic payment reminders are notifications sent to remind customers of upcoming payments.
  • icon_check Bill Of Materials (BOM) Refers to a detailed list of raw materials, components, and instructions required to manufacture a product.

Others

  • icon_check Digital Signature
  • icon_check Reccuring Payments
  • icon_check Auto Scan and Extract
  • icon_check Transaction locking
  • icon_check Multi Language Support
  • icon_check PCI-DSS Certified
  • icon_check Base currency adjustments

Zoho Books Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, Enterprises, SMBs, SMEs
  • Email, Communities
  • API Integration
  • Videos
  • English

Zoho Books Reviews

94%

Have recommended this product

Overall Score

4.4/5
Based on 30 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “The simplicity and seamless and offers perfect integration capabilities which makes it my go to choice” Bharat Kankariya - Jul 4, 2024

pros_icon “Zoho Books saves me time and energy by automating report generation and operational decisions.” Nandini - Jul 4, 2024

pros_icon “I liked that Zoho Books connected to my accounts and was included in my Zoho One subscription until it stopped working.” Pramod Baghel - Jul 2, 2024

Cons

cons_icon “There's nothing I dislike. It works well and is good value for money” Bharat Kankariya - Jul 4, 2024

cons_icon “The support team needs improvement and should include more professionals.” Nandini - Jul 4, 2024

cons_icon “Handling business expense reports can be time-consuming, especially with multiple entities. The data extraction and report formats need improvement.” Divya Khandelwal - Jul 3, 2024

Zoho Books Video Reviews

youtubeVideoId

“Zoho Books Review”

4.5

Review by: SoftwarePundit

youtubeVideoId

“Zoho Books Review is there some untold truth about this software”

4.3

Review by: Digital Accountant

youtubeVideoId

“Zoho Books Review - Walkthrough, top features, Pros And Cons”

4.3

Review by: Business Guide

S

Sanjay

Owner, Logistics and Supply Chain

Individual

Software user since: 6-12 months

Reviewed on: Aug 16, 2018

3.2/5

“Very Impressive features”

Pros :

Cons :

Features

3/5

Value for Money

3/5

Customer Support

3/5

Ease of Use

4/5

Likely to Recommend

9/10
IL

Irfan Lone

Verified reviewer:linkedin_verify

Executive, Hospitality

2-100 Employees

Software user since: 6-12 months

Reviewed on: Feb 10, 2019

4.2/5

“Booking Made Simple”

Pros :

Cons :

Reason to switch : To automate our expenses, track payment, and generate invoices.

Features

5/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

3.5/5

Likely to Recommend

9/10
PG

Pulkit Gupta

Verified reviewer:linkedin_verify

Reviewed on: Mar 23, 2024

4.5/5

“Streamlining Accounting Processes with Zoho Books”

Great features include automatic adjustment of banking modules, cloud storage, easy remote access, analytics and advanced intelligence with Zoho Analytics and Zoho Books, and integration with amazing payment strategies like PayPal and Stripe, you can process many payments and track them through robot updates.

Pros :

Cons :

Switched from : Vyapar Billing Software

Reason to switch : Zoho Books is a comprehensive accounting solution that organizes receivables, payables, invoices, and estimates in one place. Its seamless integration with other Zoho apps like CRM streamlines tasks such as customer creation and linking quotes and invoices to CRM activities. With its rich features and integration with other Zoho applications, Zoho Books helps tackle complex business challenges effectively.

Features

4/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4.5/5

Likely to Recommend

9/10

Zoho Corporation Company Details

Brand Name Zoho Corporation
Information Zoho Corporation, is an Indian multinational company that specialises in software development, cloud computing, and web-based business tools. It is best known for Zoho Office suite.
Founded Year 1996
Director/Founders Sridhar Vembu / Tony Thomas
Company Size 1000+ Employees
Other Products Zoho Mail , Zoho Creator, Zoho Inventory, Zoho Campaigns, Zoho CRM

Zoho Books FAQ

A Well, you can make use of Zoho Books on a trial-based model. That is, when you sign up for Zoho Books, you'll get a free trial period of 14 days. So, you can easily explore the key features and functionalities during the 14-day trial. If you find 2 weeks less to evaluate the accounting solution's overall effectiveness, you can extend the trial period by 14 days.
A Zoho Books is a comprehensive accounting platform that is your one-stop destination for seamlessly managing your accounting tasks and organising all your financial transactions.
A Yes, Zoho Books is an easy-to-use accounting solution with a clean UI and a simple dashboard for the users to easily manage and monitor all their financial transactions.
A Under a standard plan, you can have 3 users to use the platform; however, if you opt for a professional plan, you can have unlimited users.
A You can easily attach up to 10 files of 5 MB each to the invoices you create in Zoho Books.
A You can easily add unlimited bank accounts in Zoho Books.
A Yes, Zoho Books is available on Android and iOS devices.
A Zoho Books supports web-based deployment.
A Yes, you can get a free trial for using Zoho Books for 14-days.
A Zoho Books offers different pricing plans to suit the needs of the users. However, its standard plan is priced at INR 899 per month.
A Zoho Books works well with Windows, macOS, Android, and iOS operating systems.
A You can get a free demo of Zoho Books at techjockey.com. To know more about the details, you can also contact their product experts, who will explain how to use a free demo.

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