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Zoho Books Reviews

zoho books

The software shows you the available quantity when you enter the item on an invoice. If you enter a higher number than you have on hand, the number turns red. You can set up the system to email you a notification when the inventory drops below a certain number.

The payables functionality module in will help create, send, and manage bills. Our unbiased reviews and content are supported in part by affiliate partnerships, and we adhere to strict guidelines to preserve editorial integrity. The editorial content on this page is not provided by any of the companies mentioned and has not been reviewed, approved or otherwise endorsed by any of these entities. Get a 30-day free trial to access discounted USPS and UPS shipping rates and print labels in no time. Fundera is a free-to-use marketplace that allows you to compare lenders side-by-side. Lendio is a free-to-use marketplace that allows you to compare lenders side-by-side.

  • You can chat with an agent or email the company either within the accounting software or via the company’s website.
  • Multiviews scalable pricing enables us to be a great fit for rapidly growing small businesses and medium-to-large enterprises, typically those beginning to exceed $6 million in annual revenue.
  • The three Zoho Books plans range in functionality, differentiating largely in the number of contacts, users, and workflows that are included within your account.
  • Product Reviews Unbiased, expert reviews on the best software and banking products for your business.
  • But for small businesses that don’t need payroll, Zoho Books could still be a great choice.

The old bookkeepers can’t keep up with the pace of operation in the current dynamic marketplace. They were hampering operational efficiency with their irrelevant documentation.

In addition to more users and contacts, the Standard Plan of the Zoho Books accounting software will also allow you to create more automated workflows. With this version, you’ll be able to develop 10 automated workflows per module—meaning you’ll be able to create 10 workflows within the Invoices module, 10 within the Expenses module, 10 within the Taxes module, etc.

Don’t worry about getting stuck; you can easily contact support via telephone or email during regular business hours. Be sure to take a few minutes to watch the video overview or access the setup webinar to learn how income summary works. You can also click on any of the icons below the video screen to learn more about specific features. One of the best features in Zoho Books is the client portal, which lets you share invoices and estimates with your customers.


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. If you’re new to invoicing, check out the “Life cycle of an Invoice” at the bottom of the invoice entry screen.

Time tracking is essential for businesses, as they need to track various contractors and the hours spent on clients for accurate billing and planning. With Zoho Books, you can either log the amount of time spent on a project daily or weekly, or use its timer widget to clock the time you spend.

It’s Easy To Use But That’s As Far As It Goes

With that information at hand you should be equipped to make an informed buying decision that you won’t regret. Most accounting solutions require an accountant or accounting knowledge to measure, analyze financial metrics (Balance Sheet, P&L and zoho books Cash flow) and clarity on pending activities. For a quick and real-time view of the health of your business, a glance at the dashboard would suffice. Run detailed reports in seconds and get in-depth insights to scale your business manifold.

zoho books

However, if you hope to integrate with other third-party platforms, it may not be the best for you. Zoho Books security featuresZoho Books takes strong security measures, including two-factor authentication, data encryption, regular virus detection, and prevention scanning. There is a vertical navigation bar on the left side, which provides drop-down menu access to all of Zoho Books’ features. All data-entry screens are easily navigated, along with a brief explanation about the feature you are using, making even novices satisfied.

Business Checking Accounts

Zoho Books integrates well with Zoho Projects, but you can do a lot just by using the main site’s tools. To define a project, you give it a name, select the billable customer, and choose a billing method .

zoho books

Once you build some contact records, you can view each in a window that is, once again, better than adjusting entries‘ rivals. The records show key contact information on the default screen, as well as numbers and graphs for receivables/payables and income/expenses—kind of like a mini-dashboard for each customer. There’s also a timeline—similar to an audit trail—for the current contact, and a box with additional details like Currency and Portal Language .

Software Features

With advanced accounting, an impressive feature set, over 600 integrations, and a lending feature, it’s easy to see why QuickBooks Online is so popular. But when underdog recording transactions takes on one of the biggest names in accounting, QuickBooks Online, can this lesser-known software give QBO a run for its money?

However, if you don’t require payroll or budgeting, you could save money by going with Zoho Books. This software is ideal for businesses that want easy-to-use software with strong mobile apps, excellent customer support, and lots of great features. It’s also a great choice for businesses that need international invoicing. Zoho Books is ideal for small businesses looking for an easy-to-use accounting software with strong mobile apps and plenty of features.

With a new Pay Now link, users can connect their invoices to credit cards and bank accounts. As an online application, Zoho Books is accessible from any browser. It has automated features that can save you time, such as recurring invoices and automatic payment reminders, and client portals, which make it easy to follow up with your customers on quotes and payments. It’s also scalable, so you can continue using it as your business grows or even if you start a second business.

If you are looking to switch accounting software companies, Xero can simplify to get set up in a snap. The platform offers an option to convert the data from an existing account, so you can get started right away, with no need for time-consuming data entry. zoho books Plus, subscription payments are made monthly, but you can receive a discount of two free months if you commit to a year-long plan. It’s possible to cancel the subscription at any time, even year-long plans (year-long users can receive a prorated refund).

With QuickBooks Capital, you can access working capital to better manage cashflow. You can apply for QuickBooks Capital right within the QBO platform. The expense tracking feature on both QuickBooks Online and Zoho Books is pretty similar. Both allow for manual uploads, live bank feeds, and receipt capture. QBO takes things a step further with automatic matching of transactions, a feature not available on Zoho Books. The distinctive advantage of Zoho Books is how it eliminates data entry, and allows you to import all bank and credit card transactions, and categorize those according to your bank’s rules. This possibility doesn’t only save time, but makes sure you’re working safely, and in line with all compliance standards.

Time Tracking

It is also the pioneer accounting product of a reputed software provider, which eliminates all worries related to uptime, support, or security. Zoho’s largest plan supports ten users , and the software offers very basic user permissions.

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