Has robust reporting tools, but offers fewer reports than QuickBooks. During our time using Zoho Books we found the software-as-a-service solution excellent. There are a lot of tabs, menus and other options available and, with a decent internet connection, we could zip around the site without any issues whatsoever. Zoho also offers a broad spectrum of integrations, such as with PayPal, Stripe, Shopify, Mailchimp, Office 365, Slack and more, as well as its own comprehensive range of products. 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.
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The Elite+ plan is the same as the Premium+ plan but with the added benefits of advanced analytics and the ability to view real-time dashboards. The platform also excels at playing nice with other apps and services you may rely on. Free users can reach out to the company via email, whereas paying customers get access to live chat and phone support. On the one hand, the free plan is perfect for a small business owner starting out, as it provides all the basics and access to one user and an accountant.
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This way, you’ll always have documentary proof of each transaction. Additionally, the payment receipt, as mentioned earlier, is generated automatically and you can even customize it. You can place purchase orders instantly for new inventory if you’ve got a list of preferred vendors. Finally, if you’ve created a purchase order, you can easily create a bill from it with a single click.
Website & Mobile Experience
- While you’ve got a dedicated section for creating invoices and estimates (i.e., to receive funds), Zoho Books also offers a section to track business expenses and manage purchases.
- Zoho Books offers a free plan for businesses with annual revenues less than $50K, making it a viable option for small businesses and startups.
- QuickBooks doesn’t offer a completely free plan like Zoho Books does, a mark against the service if cost is your biggest concern.
- Zoho Books does offer numerous add-ons and integrations with leading payment gateways, Zoho apps, payroll apps, and tax apps.
- The Free plan also enables tracking of up to 1,000 bills/expenses.
- Based on these, you can do better financial planning for your business.
- For instance, there’s Zoho Projects for project management, Zoho Inventory for inventory management, Zoho CRM for customer relationship management, and Zoho Expense for expense tracking.
It’s easy to use, feature-rich, and makes life simpler for my small business. Love that I can incorporate different changes for each social media platform. Most accounting software keeps the nuts and bolts of accounting behind the scenes. It doesn’t require you to work with the underlying debits and credits unless you … Zoho Books has some limitations for integrations, as some come with higher tiers of service. However, in general, it has a decent list of integrations for the lower cost tiers.
Fortunately, premium features can be tested through the 14-day free trial. While we recommend Zoho Books to mid-sized and large companies, its free version is perfect for smaller businesses that are starting their accounting journeys. Plus, remember to use the 14-day free trial to check all paid features. Paying customers can opt for a Premium or Enterprise client service for faster response times, higher availability from the customer support team, and a dedicated technical account manager.
Open a customer record, for example, and you instantly see contact information and the receivables balance. You can contact the representative from this Liability Accounts page by phone, email, or message, as well as accept payments, create new transactions, and more. It also delivers strong value with built-in features like time tracking and automation across multiple plans, which is something QuickBooks Online reserves for higher tiers. For more information, read our Zoho Books vs. QuickBooks Online comparison. Time is money, and Zoho Books understands the importance of efficiency.
Best POS Systems For Small Business
Includes project tracking tools in higher-tier plans, along with reporting tags. Inventory tracking in higher tier plans, plus a capable mobile app. We believe everyone should be able to make financial decisions zoho books reviews with confidence.
Zoho Books Help & Support
Zoho Books integrates with many popular CRM systems, such as Salesforce or HubSpot. This integration allows for seamless data transfer between platforms and enables a more streamlined workflow for managing customer relationships. However, you should check that it’s compatible with your CRM, as it does have some limitations.
Financial planning tools
It is important to note that you must be an Admin in the organization to view the audit trail. Not every accounting vendor we reviewed provides a mobile app, so we appreciated that Zoho Books has one available for iOS, Android and Windows mobile https://www.bookstime.com/ devices. The app allows you to create invoices, run reports, capture receipts, record expenses and track billable time no matter where you are. Users rate Zoho’s app highly; it scores 4.8 out of 5 in the Apple App Store and 4.7 out of 5 in the Google Play Store. You can also set up the software to automatically email you a weekly report with an overview of your business’s performance.
Zoho Books is an online accounting software suitable for small and medium businesses to manage their finances effectively. It offers all the standard accounting software features, such as invoicing, purchase and sales orders, expense management, payroll, inventory management, taxation, and reporting. Zoho Books receives the Geekflare Value Award due to its comprehensive set of features. Zoho Books is a cloud-based accounting software platform designed for small and medium-sized businesses to manage their finances.
