Are you looking for easy-to-use, cloud-based accounting software that allows you to keep track of all your financial activities with accuracy? If so, then Zoho Books is the perfect solution for you. This accounting software provides everything you need for a smooth accounting experience, such as customizable Invoices, schedules & customized reports, templates, and much more.

But is it right for you to manage your finances and business? In this Zoho Books review, we will look closely at what Zoho Books is and what are the pros & cons of using this software. We will also show you what features it offers that make it the best end-to-end accounting solution for your micro business. So read on to learn more about this smart online accounting software.

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Zoho Books is one of the most comprehensive online accounting software that offers everything that a business needs to manage their finances, automate their business workflows, and collaborate with multiple departments to keep their accounting operations running smoothly. This cloud-based smart accounting software helps you to streamline your accounting process and save time for what matters the most so that you can focus on growing your small business.

Zoho Books has a range of functionality & features designed to simplify bookkeeping activities, like invoice creation, tracking of expenses, reconciliation of bank and credit card transactions, automatic payment reminders, tax calculation and filing, budgeting tools, project time tracking, and more. It also provides seamless integration with other Zoho apps, such as Zoho CRM and Zoho Inventory & Projects. This allows you to keep track of all your customer data, invoicing, and other financial activities in one place without having to switch between different software.

The user-friendly interface of Zoho Books allows you to easily navigate through its features and manage all your accounting tasks with just a few clicks. With its comprehensive analytics and reporting feature, you can keep track of your cash flow and financial performance in real time. The best part is that it also offers a mobile app that is available for both iOS & Android, which is perfect for both new users and experienced professionals. In simple words, this best accounting software is the perfect alternative to QuickBooks Online and Xero, as it offers a wide range of attributes that are tailored to the needs of small businesses at an affordable price.

Zoho Books specifications

Zoho Books offer six different subscription plans that you can pick from depending on your business necessities & budget. The first is a free plan which costs $0 forever! Another is the standard plan costs $12 per month. The professional plan will cost $24 per month. The premium plan will cost $36 per month. The elite plan costs $19 per month. The final is an ultimate plan which costs $249 per month.

Zoho Books pricing plans

Free Plan ($0 per month):

• 1 User + 1 Accountant
• Manage Invoices (Up to 1,000 per annum)
• Client Portal
• Online/Offline Payments
• Automate Payment Reminders
• Add Multiple Credit Card & Bank Accounts
• Chart of Accounts & Sub-accounts
• Invoice Customization
• Payment Gateways

Standard Plan ($12 per month):

• Invite 3 Additional Users
• Everything in the free plan
• Recurring Expenses
• Predefined User Roles
• Project Tasks
• Bulk Updates
• Transaction Locking
• Custom Views
• Custom Fields
• 10 Custom Reports
• Reporting Tags
• Timesheet and Billing

Professional Plan ($24 per month):

• Everything in the Standard & Free Plan
• Sales Approval
• Retainer Invoices
• Sales & Purchase Orders
• Purchase Approval
• Basic Multi-currency Handling
• Currency Adjustments
• Landed Costs
• Timesheet Approval
• Contextual Chat
• Retainer Invoices for Projects
• Project Profitability
• Journal Templates
• Recurring Journals
• Workflow Rules (Up to 10)
• 25 Custom Reports

Premium Plan ($36 per month):

• Everything in the Professional Plan
• 3 Branches
• Custom Domain
• WebTabs
• Workflow Rules (Up to 200)
• 10 Custom Modules
• Zoho Sign & Twilio Integrations
• Email, Voice & Chat Support

Elite Plan ($129 per month):

• Includes everything in the Premium & Professional Plan
• Unlimited Custom Report
• Advanced Multi-currency Handling
• Advanced Inventory Control

Ultimate Plan ($249 per month):

• Includes everything in Elite Plan
• Invite 15 Users
• 25 Custom Modules
• Advanced Analytics
• Email, Chat & Voice Support

Unified Invoicing

Invoicing is an important part of any business, and the right invoicing software can make it easier. With Zoho Books’ unified invoicing, you are able to create and send professional-looking invoices quickly and easily. Whether you’re a freelancer or run an established business, Zoho Books’ unified invoicing solution makes it simple to create and manage invoices.

You can customize your invoices logo, fonts, and other important details to reflect your brand and send them in multiple currencies to customers around the world. Invoicing and managing receivables can be a tedious task, but Zoho Books makes it effortless. You can also set up automated payment reminders and recurring invoices and can even secure your invoices with digital signatures. The ease of use and flexibility of Zoho Books’ unified invoicing makes it the perfect choice for any business that wants to streamline its invoicing process.

Integrations

Integrations play one of the most important roles in making your accounting tasks easier, and with Zoho Books, you can connect hundreds of applications to automate your business processes. Whether you need to connect with payroll, inventory management tools, HR systems, project management tools, or payment gateways – Zoho Books has you covered. With this, you can integrate with popular services like Stripe, Square, QuickBooks, Xero, FreshBooks, and more to easily manage your finances, payments, and invoices in one place.

You can also seamlessly connect with applications like Zoho People and push your employees’ time logs to Zoho Books, and automate their payrolls. With the help of Z Flow, you can combine multiple applications to create efficient automated workflows and easily connect different departments of your organization. To put it simply, Zoho Books provides the tools to help you make your accounting operations simpler and more efficient.

Expenses

For any business, whether it’s small, medium, or large, expense management is one of the most important parts of keeping the business running. With that in mind, Zoho Books offers an easy-to-use expense management software that can help you simplify the tracking and categorization of your expenses. You can upload all of your receipts, invoices, and statements to keep track of where your money is going, which can be really helpful for any small business.

Zoho Books automates the entire process allowing you to easily create recurring profiles and setup billing for customers when necessary. The auto-scan feature also makes it easy to attach bills, receipts, and credit notes to associated transactions which ensure accuracy. You can rest easy knowing that your expense management is in good hands with Zoho Books.

Automation

Automation is the future of financial management as it helps streamline your processes and boost productivity. Zoho Books offers automation tools to save you time in areas such as expense tracking, payment reminders, categorization, and more. With automated expense tracking, you can easily categorize expenses and create recurring profiles for expenses that take place on a regular basis.

Zoho Books is user-friendly and has a short learning curve, so you can quickly get up to speed with the automation features. Automation also helps improve accuracy and eliminates manual data entry, allowing you to spend more time on other important tasks. With Zoho Books, you can increase productivity and make sure your finances remain organized and efficient.

Customer Portal

Customers are the main & important part of any business & providing excellent customer service is the key to ensuring long-term success. Zoho Books provide a customer portal that allows you to get rid of all repeating & time-consuming tasks like sending a copy of invoices, estimates & project details. With the customer portal, clients can access all this information in one place; they can view & accept/decline estimates, share feedback, and also make payments.

The Zoho Books customer portal also allows customers to manage their own personal information, print & download past transactions & forward them to their contacts. Besides that, the customer portal also lets businesses gauge customers’ satisfaction and promote their business by sharing positive feedback on social media platforms which is a great way to market as well.

Zoho Books is one of the best online accounting software for managing your accounting tasks, organizing your transactions, and streamlining your business operations. It provides a wide range of powerful features and tools to help you stay on top of your finances.

With its automation capabilities, expense tracking, multiple integrations, customer portal, and more, Zoho Books is the perfect choice for small businesses looking to get their finances in order.