What is Zoho Books?
Zoho Books is the cloud accounting platform for growing businesses today.
It streamlines business transactions, tracks income and expenses, automates business processes, connects with systems like CRM, Inventory, Subscription tools and is available on all mobile platforms – iOS, Android, Windows.
You can always be in touch with your business, wherever you are.
Automation features like payment reminders, scheduling reports and setting triggers for certain workflows can save a business owner a lot of time from the monotonous bookkeeping work.
Zoho Books makes it easier to add transactions into the account. By connecting to Bank Feeds, a user can fetch daily transactions in real-time, which can be later categorized. Recurring transactions like invoices, expense or bills can be set on auto-pilot.
You can track your orders, inventory and make any adjustments to them as well. For advanced inventory and order management features, you can try our Zoho Inventory product, which is seamlessly integrated with Zoho Books.
Sales people using Zoho CRM can greatly benefit from the integration with Zoho Books. They can generate estimates and invoices on the go, which will reflect in the Zoho Books account. Items, vendors, customers are all in-sync between the two applications and there is no manual sync required.
It’s available in multiple languages and businesses can generate invoices in their customer’s currency.
Specification: Zoho Books
11 reviews for Zoho Books
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- Easy To Use
- Amazing Customer Support
- A wide range of features.
- Top-notch security measures.
- Affordable for small and mid-sized companies.
- Limited integrations
- Limited integrated payroll features
Irfan Bain –
Zoho Book is for the foremost portion utilized by a specialist and this application makes a distinction to supervise the charging and invoicing detail with correct disregard on accounts. Prepared to utilize this application in our system for allocating the payrolls and genuine paychecks for bosses. So, there are no chances of botch and in manual workable to come over with numerous challenges though this application is important in making the work simple and solid for a typical stream. We’ll check our orders with its flexible application and it’s additionally beneficial for companies overseeing with back and accountings.
Irving Fulton –
This is all in one tool that let me extract, create and pay at one platform and that is Zoho Book. Also I can easily track any process and its time tracking service updates me to manage our rates with project execution time. It is playing a very significant role in our organization and we are enjoying its services to full extent. We did not face any difficulty in its operation and installation. It is easily configurable as well.
Giles Bautista –
Zoho Books is considered to be the best ever tool for financial reporting. It is known to be the excellent tracker for tracking all our finance and accounts. It makes collaboration with accountants smoother by recording, monitoring and reconciling our bank accounts as well as transactions. Its efficient team is continuously adding new advanced and latest features to keep the interest of people.
Zayd Mosley –
Zoho Books is a very solid accounting software that has the opportunity to be very customized. It has the ability to connect to many 3rd party software platforms and a large focus is put on automating business processes.
Viktoria Mcknight –
The simple and dynamic functionalities which ensured that all of our requirements related to accounts, customer engagement are fulfilled.
Seb Ross –
This tool has enabled us to customize our invoices due to which we easily get our payments. We do not have to put reminder but through its online payments option we are at ease. We are capable of carrying the quotations in very short span of time, because necessary information about the client has been already stored in its memory we just pick up and get started. Not only are we dealing efficiently in invoices but now we submit our bills through its banking finance services.
Eilidh Oakley –
What you really enjoy when using Zoho Books is how easy and simple it is to work while helping you make the right decisions depending on the information received from the software. It has a huge amount of options to customize customer reports, sales teams that allow you to visualize the whole process in detail as well as allow the integration of other applications between its functionalities. Its support via email is very responsive and they usually solve your problems quickly.
Shannan Woodard –
I like the simplicity of the software and the fact that it covers all my accounting business needs. I also like that my accountant likes the software. I can deal with my clients in multiple currencies, multiple languages with very little efforts.
The sales tax report (on the Canadian edition) makes filing the tax reports a breeze and is the primary reason I moved from Zoho Invoice to Zoho Books.
The bank reconciliation features make it easy to match the bank information against the books since it imports the data directly from the bank accounts and provides enough information to link it to the transactions.
Cheyanne Lord –
Books is cloud based. has a decent website with (limited functioning) mobile app. ability to connect your bank account directly to automatically fetch transactions is amazing. GST returns can be pushed directly to the GSTN servers which is super. browser notifications also help. also, Zoho has partnered with GSTN to offer absolutely free use of full accounting services of Zoho Books for GST registered companies with turnover less than INR 1.5 crores per annum. Books also has full support for forex accounting in case you are in business of exporting and would like to invoice in foreign currencies.
Nella Gilmour –
A well thought out and easy to use accounting system. I’ve had many compliments from our team on this vs our old, more traditional accounting package. The variety and depth of integrations is great too, particularly the automation of creating shipment labels, and tracking shipments through to delivery within the software (though this bit does require inventory)
Nelly Mill –
I like Zoho Books so much that it allows me to manage multiple timesheets of different projects and track the reimbursable expenses. It also lets me connect bank and credit card accounts and match automatic sources with transactions, this brilliant tool comes with automatic banking sources, collaborative customer portal, accounting and taxes, online payments, invoice templates and analytical reports. The best thing is that my company can automate recurring activities such as billing, payment reminders, automatic payment and note of gratitude for payment. Zoho Books updates the quantity and value of items sold and purchased. Send notification to purchase items when stock levels fall below a defined value. The solution has the analytical capabilities to provide reports of accounts receivable, accounts payable, cash flow, income and expenses through its control panel. Support is provided through the knowledge base and the telephone.