This website is using a security service to protect itself from online attacks. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Each Zoho Books plan includes a certain number of users with the base price (including accountant access).

• You can enter a statement balance manually when reconciling your bank account, which is important since it enables you to perform a reconciliation even if you don’t import your bank activity.
• However, when you get used to the nuances, you should be able to understand the software easily.
• There’s 24-hour unlimited support 5 days a week and this can be accessed via email, or by using the built-in live chat options.

To summarise, Zoho Books offers nearly every feature a small business could need. We say nearly, because if there is one glaring omission it is the lack of a native payroll solution. That won’t be a problem for very small businesses, but makes the package less attractive for larger companies. As is standard with accounting software, a vertical pane on the left of the screen navigates you around Zoho Books’ various features. It doesn’t look too dissimilar to equivalent screens in QuickBooks or Xero (to name just two) and the feature list appears to be much the same.

Reports

It also adds two more users, bringing your total to 5, and adds bill payment features (up to 10,000 bills per organization per year). The free plan also includes a good amount of automation that many other providers leave off. You can send automatic recurring invoices, automate payment reminders for customers, and automatically import bank transaction information. If you want to spend as little time as possible keeping your books, Zoho’s accounting features make it a great fit—as long as you don’t have many employees. Other popular accounting software providers either offer their own payroll product or sync with payroll providers like Gusto. Zoho Books, as a cloud-based accounting solution, gives you access to a variety of tools for managing your company’s financial records.

• These have been nicely put together and deliver everything you need to keep tabs on your accounts on the move.
• Only one user can use the software (though you can share access with an accountant).
• The dashboard will give you a clear view of your highest expenses, total receivables and payables and sales.
• Zoho Books includes good inventory management capability, though you can also use it if you sell services instead of products.
• While the most common areas of the package are linked to from the left hand pane, Zoho Books hides more in the settings tab than some comparable solutions.
• The plan expands your user number to 10 and limits your yearly invoices and bill payments to 25,000 each.

Like most cloud-based accounting suites, Zoho Books can link directly to your online banking service to import transactions. Zoho Books’ biggest strengths over its competitors are its fully-featured mobile accounting app and https://personal-accounting.org/zoho-books-review/ integration with the entire line of Zoho apps to manage all aspects of your business. The platform’s sales tax features are included in the assessment of the accounts receivable, so there is no separate video available.

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Our comparative case study shows how Zoho Books stacks up against QuickBooks Online and Xero within the same set of features. There’s also the capacity for using any one of many Zoho add-ons to increase the potential of your package. Performance is further boosted if you choose to dip into the Automation area of the interface, which Zoho Books provides to streamline workflow more efficiently. Incidentally, sign up for a yearly package and you get 2 months off. Zoho does offer additional add-ons, more about which you can glean from its website. Easily customize any of these reports in Zoho Books, and you can also schedule reports to run automatically.

Account Information

All reports can be exported to a CSV format or to Microsoft Excel for further customization. You can also export them to Zoho Sheet if you’re using other Zoho applications. Zapier moves info between your web apps automatically, so you can focus on your most important work. Zapier lets you connect Zoho Books with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Zoho Books is cloud-based accounting software for all

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People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active. I’ve been using ZohoSocial for approx 30 days now and it’s been amazing. Being GST-compliant, it takes care of your end-to-end accounting and allows you to manage and run every aspect of your business. Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Some competing solutions, including Xero, allow for more detailed permissions, but Zoho Books’ access levels will be good enough for most small businesses. 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. Ultimately, Zoho Books is worth considering for startups that want an affordable accounting solution that interoperates well with other Zoho products. However, it’s a good idea to compare Zoho Books to competitors like QuickBooks to determine the best accounting software for your specific business.