Zoho Books

Zoho Books

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9.5/10 (Expert Score)
Product is rated as #2 in category Accountancy Software
Zoho Books is a cloud-based accounting solution developed to cater to the needs of small businesses.
Design
9.5
Easy to use
9.5
Price
9.5
Features
10
Feedback
9.5
PROS:
  • Intuitive dashboard to manage all accounting solution at one place.
  • It's easy to use if you're doing simple bookkeeping.
  • Zoho Books allows you to create invoices in no time.
  • Ability to handle refunds, returns, and retainers.
  • Integrates with paypal and other payment gateways.
  • Multiple modes of payment options and supports multi-currency transactions.
CONS:
  • Zoho books is not for large businesses.
  • No payroll.
  • Slight learning curve required.
  • Features are not advances when compared to competitors.

About Zoho Books


Zoho Books is a cloud-based accounting solution developed to cater to the needs of small businesses. It helps to manage the finances of the company in a very efficient manner by collaborating across departments. It automates workflows and saves time and efforts. Like any other accounting software, it comes with many features like contact management, invoices, expenses, sales and purchase orders, purchase time tracking inventory management. Flexibility to automate recurring tasks related to billing, payments reminders, thank you note and more.

With Zoho, organization can control expenses and cashflow, record invoice for every purchase or commitment to purchase, expense reimbursement and keep track of outstanding balances to be paid to the vendors on time. Zoho books also come with analytical reports which are useful to generate insights of the financial management. It enables to transact globally using multi currencies without any barrier. Ability to record and track every transaction through bank and credit cards. Role based access can be granted to anyone of the team to manage the accounts.

The dashboard of Zoho books is simple an can be viewed for any information and quickly takes decisions based on the insights drawn. Zoho provides powerful security solutions to keep data more secure. They have secure state of art data centers with 256 bit SSL encryption to keep the data secure. Data is being backed up regularly so that it would be easy to restore and recover if any disaster happens. Zoho integrates with many third party application for enhanced functionality. As it is a cloud based software, it can be accessed anywhere with any device.


English, Chinese (Simplified), Dutch, French, German, Italian, Japanese, Portuguese, Spanish, Swedish.
Desktops, Android and iOS devices .
Asia, India, Australia, Canada, China, Europe, Germany, Japan, Latin America, Middle-East and Africa, United Kingdom, United States.
Small, Medium, Large .

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Pricing

Starting from: $9.00/month
Pricing model: Subscription
Free Trial: Available -14-day free trial

Zoho Books is available in 3 plans: Basic – $9 per organization, per month. Standard – $19 per organization, per month. Professional – $29 per organization, per month.

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Features

Credit notes
Send quotes or estimates
Chart of accounts
Manual journals
Log hours and invoicing projects
Record transactions for expense and deposit
Automatic bank feeds
Bank rules
PayPal, PayPal Payflow, and Authorize.net integrations
Accountant reports: trial balance, general ledger, and more
Automated banking
Collaborative client portal
Reporting
P&L (profit & loss), balance sheet, and cash flow statement
Prepare financial statements
Add tasks and assign project members
Log time via mobile phone
Track reimbursable expenses
Automate banking
Connect bank and credit card accounts
Match automated feeds with transactions
Create multiple purchase orders
Keep track of customer orders
Convert sales orders to purchase orders if stocks are low
Generate invoices
Auto charges
Payment thank you notes
Create sales reports
Produce purchase reports
Sales tax reports
Document management
Invoice templates
Project time tracking
Accounting and tax
Exhaustive reports
Mobile apps
Online payments
Payment reminders
Contact database
Expense tracking
Real-time inventory tracking
Multi-country
Multi-currency
Real time reporting
Recurring invoices
Recurring tasks & billing
SSL security
Timesheets
Two-factor authentication
Workflow management
Profit and loss (P&L)
Role-based access

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Pros and cons


PROS:
  • Intuitive dashboard to manage all accounting solution at one place.
  • It’s easy to use if you’re doing simple bookkeeping.
  • Zoho Books allows you to create invoices in no time.
  • Ability to handle refunds, returns, and retainers.
  • Integrates with paypal and other payment gateways.
  • Multiple modes of payment options and supports multi-currency transactions.

CONS:
  • Zoho books is not for large businesses.
  • No payroll.
  • Slight learning curve required.
  • Features are not advances when compared to competitors.


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Benefits

  • Customize the invoices to look professional with colours, fonts and company logo.
  • Recurring tasks are automated to save time.
  • Managing of accounts can be delegated to some one by giving permissions.
  • Safe and Secure data with encryption.
  • Generate insights using the reports.
  • Bill Payments are protected with the approval process. Once approved by the right person, payment transaction is done.
  • Inventory Managment module.
  • Manage supplier and customer contacts at one place.

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Integration

App integrates with multiple of third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise.
We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product.

  • USA
  • UK
  • Canada
  • Europe
  • Asia

 

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FAQ

What are the main features of App?

  • Sales App View – great overview of sales
  • Contact History
  • Full Customization
  • Email integration
  • Goal Setting & Reporting
  • Roles & Organizational Hierarchy
  • Multi-Language
  • 24/7 Support
  • Google Calendar & Contacts Integration
  • Powerful API
  • Mobile Apps

What type of pricing plans does App offer?

Starting from: $12.00/month Pricing model: Subscription Free Trial: Available (No Credit Card required)

What languages does App support?

English, French, German, Portuguese, Russian, Spanish

Does App offer an API?

Yes, Pipedrive has an API available for use.

Specification: Zoho Books

customer-type

Medium business, Small business

Starting Price

$9.00/month

Deployment Type

Cloud Hosted, On Premise, Open API, SaaS

Device Supported

Android, IOS, Mac OS

pricing-model

Annual Subscription, Freemium, Monthly payment

Authentication

Yes

Automated Billing

Yes

Customized invoice

Yes

Credit Card Processing

No

Currency Conversion

No

Balance Sheet

Yes

Customizable templates

Yes

Electronic payments

Yes

Billing & Invoicing

Yes

Billing Rate Management

Yes

Cash Flow Management

Yes

Data Import/Export

No

Expense Claims

No

Expense Tracking

Yes

Estimation

Yes

Financial Management

Yes

General Ledger

Yes

Bank Reconciliation

Yes

Purchase Order Management

Yes

Receipt Management

No

Sales Tax Management

Yes

Fixed Asset Management

Yes

Transaction History

Yes

API

Yes

Inventory Management

Yes

Videos: Zoho Books

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