Zoho Books Accounting Software Review 2021

zoho books

Now, we have many clients using Zoho Books and we manage their accounts from anywhere we are. In fact, we may go to a client for a meeting and they ask for the statement of accounts right now, and I open up my mobile app and give it to them. Or we can just send it to them easily without even having to ask an accountant to print things out. I own a startup and my accounts team is stuck with an age old app – Tally. 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.

Zoho’s accounting Workflow Rules are customized, automatic system actions and alerts that help save you time on the most redundant tasks. For instance, a workflow could notify a manager when a sales rep makes a sale greater than a given amount. It could also automatically transfer that customer’s file to said manager without anyone having to lift a finger. The setup is unique to your business, and Zoho’s handy guides help you create the right workflows for your needs.

Get Your App In The Marketplace

There’s also a list of FAQs to find answers to the most common questions. A video library shows you how to perform basic transactions within the software. If you prefer to speak with a customer service rep, you can access someone 24 hours a day Monday through Friday. Zoho Books is one of more than 40 integrated apps by Zoho designed to manage all aspects of your business, whereas QuickBooks Online is the industry-leading all-in-one bookkeeping software. However, there’s plenty of overlap in comparing the abilities of Zoho Books to QuickBooks Online.

Is Zoho good for personal use?

A free Zoho Mail account offers ample storage, POP and IMAP access, and some integration with instant messaging and online office suites. It could be even more helpful, however, in organizing email, identifying key messages and contacts, and sending standard replies.

Finding the right accounting software for a microbusiness requires focus on both price and usability. Zoho Books stood out in our search as an elite accounting solution for microbusinesses. Zoho Books operates a client portal that enables you and your customers to collaborate in real time online. PCMag.com is a leading authority on technology, delivering Labs-based, independent reviews of the latest products and services. Our expert industry analysis and practical solutions help you make better buying decisions and get more from technology. Zoho added document management to its expansive toolbox a couple of years ago.

Do You Need To Create Invoices?

If you ask yourself these questions it is going to be much easier to locate a trustworthy app that will match your budget. Like many accounting software platforms, Zoho Books offers three pricing plans. If you choose to pay annually rather than monthly, you receive a discounted rate.

  • In fact, we may go to a client for a meeting and they ask for the statement of accounts right now, and I open up my mobile app and give it to them.
  • The Sales tab within Zoho Books will show your organization’s client list, estimates, payments received, and credit notes.
  • At this point, though, its very limited payroll integration makes it a nonstarter for most companies with many employees.
  • Our analysts have reviewed over 300 software products in 30 categories.
  • For accounting firms to streamline the spend and expense management of your clients making life easier for you and them.

Run financial reports to understand your business performance. Sign up for Lab Report to get the latest reviews and top product advice delivered right to your inbox. There is one area where zoho books doesn’t meet or exceed the standards set by Xero and Intuit QuickBooks Online, but it’s a critical one for some companies. As mentioned earlier, its payroll system is primarily intended for companies that are incorporated in California, New York, and Texas that have employees who live in those states. Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features – though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I’d expect it to. This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

About Zoho Books

Zoho Books is a web-based platform that allows you to access your account wherever you have internet, as well as use their mobile accounting app for either iOS or Android. Let’s start our Zoho Books review by going through the basics of this accounting software. Zoho Books tailors its accounting software to the needs of small businesses. Most businesses make the error of picking an accounting program that meets their requirements at the time.

You can also find help online in Zoho Books’ searchable knowledgebase and customer forums. Additionally, while the software can support multiple businesses under a single account, you need to pay a separate subscription for each organization. Check out our best picks page to learn more about the best accounting software options for your business. After much research and analysis of accounting software, we recommend Zoho Books as the best accounting software for microbusinesses in 2021. Zoho Books is our pick as the best accounting software for microbusinesses in 2021.

Are You Interested In Using A Mobile Application Version?

Allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider. If you need any further assistance feel free to reach out to us at On financial we need to plan the budgets eased on periods , that help a lot to compare the budget plan for a different periods. While we cannot promise a timeframe for everything posted here, we’ll definitely consider all your valuable suggestions and work on them based on their feasibility. This comment refers to an earlier version of this review and may be outdated. You can also connect your Zoho Books account with seven other Zoho products, such as Zoho Inventory or Zoho Projects.

The main difference is that QuickBooks Online has more integrations, but Zoho Books has better customer support. The two major drawbacks in the past were the lack of a payroll integration and budgeting feature, both of which Zoho has added, along with a job costing feature. The new downside is that the software has lost its sweet affordable pricing edge. The software’s pricing is now at the same level as competitors such as Xero and QuickBooks. The one positive is that the new pricing model includes a competitive free plan.

With Zoho Books, you can add multiple organizations within one account. If you have several unrelated businesses, you can add these businesses on Zoho Books as separate organizations, without the need to pay for additional subscriptions. At Business.org, our research is meant to offer general product and service recommendations. We don’t guarantee that our suggestions will work best for each individual or business, so consider your unique needs when choosing products and services. And, like we said above, the Professional plan adds 10 automated workflows to your software.

zoho books

Zoho Books also has an app for Apple products (iOS 11.0+), Android products (4.4+), and Windows phones and tablets (8.1+). Zoho Books is cloud-based, so no downloads or installation is required.

Making Data Accessible

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. Strong reporting, customizable invoices, inventory capabilities, and multiple currencies. Zoho Books has some of the best mobile apps on the market and can be downloaded on Androids, iPhones, iPads and tablets, and even Kindle Fire. Zoho Books is a complete accounting package with unbeatable invoicing and ample features. Monitor customer activities occurring in the client portal.

It is also the holder of ourGreat User Experience for 2019. Generally, it can be described as an intuitive accounting solution designed for small businesses to handle their finances and to remain on top of their cash flow. It is very simple, easy-to-use, and able to help you make intelligent, data-based decisions. It is also the pioneer accounting product of a reputed software provider, which eliminates all worries related to uptime, support, or security.

How Zoho Invoice Will Help Your Business – for FREE – Small Business Trends

How Zoho Invoice Will Help Your Business – for FREE.

Posted: Sun, 12 Sep 2021 07:00:00 GMT [source]

He spends most of his time researching and studying to give the best answer to everyone. Fit Small Business content and reviews are editorially independent.

You can easily convert estimates to invoices with one click. This review gives an in-depth overview of the main feature offered by Zoho Books. We’ll show real images of the software so that you can get a sense of what it’s like to work with the tool. We’ll also discuss the product’s usability, market value, and customer service.

Zoho Books costs $0 – $70/month and varies based on the number of users and features that your small business needs. Zoho’s largest plan supports ten users , and the software offers basic user permissions on the lower level plans and custom permissions on the higher-level plans.

There are also several unique touches that are hard to beat, including a great client portal and the ability to send invoices in 13 languages. Add in great customer support and numerous integrations, and it’s no wonder Zoho Books is such a hit with small businesses. Zoho Books has many features that will benefit microbusinesses, including accounting process automation, invoicing, online payments, and tools for time tracking and project management. Zoho also has a mobile app that supports more devices than most accounting software vendors do. For service-based businesses that charge customers for the time spent on a project or task, a time tracking feature is a necessity. Ideally, accounting software should let businesses track their projects and hours spent, run work timers within the app, and convert hours directly into invoices.

If you are not able to choose the payment gateways, please send us an email to support+ with the screenshot of the difficulty you are facing. Track the time you spend on projects and bill your customers right from the app. Before you decide whether Zoho Books is the right accounting software for your business, it’s worth considering some of the other options out there. You may find that a Zoho Books competitor can better fulfill your accounting needs. Although Zoho Books gives you four plans to choose from, they do restrict the number of users you can have on your account. Even though you can add more users by paying a monthly or annual fee, the Enterprise Plan even caps the number of users included upfront at 10. Moreover, regardless of the plan that you choose, Zoho Books offers a robust feature set that truly gives you the ability to automate and streamline your business bookkeeping and accounting.

zoho books

Thanks to Zoho Books, you can create personalized messages for customers to pay on time, and schedule their frequency in a way you believe would be suitable. Another thing that is really specific about Zoho Books is its smart design, with extreme attention to detail and a bundle of useful functions arranged in a way that doesn’t disturb the user’s operations. The same as Zoho products in general, Books is a no-brainer to work with, and makes use of familiar navigation tools to help moving around when looking at screens full of information. Visual graphs and quick overviews of your financial data are always available on your Dashboard, while the rest of functionalities are assembled in the tabs of a vertical navigation toolbar.

Another standout feature that business owners will appreciate is Zoho’s client portal. It enhances the collaboration opportunities for you and your clients. You can send estimates, interact with clients and get paid via the portal. Zoho Books has a client portal that small business owners can leverage to get paid faster. Send clients digital invoices and they can pay their bills directly on the portal. Zoho Books is an intuitive accounting program with full accounts receivable and accounts payable functionality.

Adding additional value is a solid reporting area, the ability to automate your workflow and, finally, enjoy the convenience of having all your documents stored in one place. The most popular package is Standard, which is $19/£12 per month and comes with up to 500 contacts, 3 users and 10 automated workflows. Professional, meanwhile, is a full bells-and-whistles experience that offers 500 contacts, 10 users and 10 automated workflows for $29/£18. For that you get up to 50 contacts , 2 users and 5 automated workflows.

Author: Mary Fortune

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