zoho books review

If your business needs to generate more bills/expenses, please reach out to us at Inventory management capabilities also fare well against the competition. Item records contain standard fields , but you can also create and use units of measure. If you indicate that you want to track inventory, you can complete fields for opening stock, opening stock rate per unit, reorder point, and preferred vendor. Invoices then display the number available when you enter an item. You can also easily set up price lists and adjust inventory levels here. QuickBooks Online offers similar inventory flexibility, and it goes a step beyond, allowing the bundling of items .

zoho books review

Zoho Books’ Basic plan has the same price tag as Xero’s Early plan, which would be a great option if you need Xero’s inventory features and rarely generate transactions. However, Zoho Books’ Basic plan is better for your business if you don’t need the inventory or bills because it doesn’t limit the number of your transactions, like Xero does. Zoho Books is a solid accounting tool that lacks luster when compared to its competitors. Though it’s hard to truly say anything bad about it, we feel other online accounting software simply does a better job.

easy Software To Use

At a glance, you can see whether all billable hours have been billed; where you stand with your budget; and your profitability. You can require approvals by the project manager or client and set a maximum number of loggable hours per day.

While there might be some complaints about Zoho Books on social review sites, you have to take this with a pinch of salt. Because Zoho has so many products, it is inevitable that some users are going to complain. You would be hard-pressed to find any serious negative reviews or complaints about Zoho Books specifically. And the main complaint is going to be in relation to lack of payroll support. Overall, Zoho Books’ support and customer service exceeded my expectations. The two tickets that I sent in were responded to promptly, the first within 90 minutes and the second within 2 hours.

You can decide if you want to share the portal with a client when you’re entering their details. Zoho Books also offers excellent customer management, so you can track a lot of details about your customers. You’ll also be able to create credit zoho books notes for returned products or cancelled orders and issue a refund or add the credit to the customer account. Zoho Books includes good inventory management capability, though you can also use it if you sell services instead of products.

Zoho also creates other platforms, such as Zoho Analytics and Zoho Payroll, which you can integrate with your Zoho Books account to improve your experience. Since businesses have their own business-related demands, it is wise they abstain from preferring a one-size-fits-all, ”best” software. However, it would be futile to stumble on such a software product even among sought-after software products. The reasonable step to do can be to shortlist the different critical functions that necessitate analysis like essential features, packages, technical skill aptitude of the users, organizational size, etc. The second step is, you should double down on the research through and through. Browse through these Zoho Books analyses and check out the other software options in your shortlist in detail.

The $70 per month Plus plan offers full project and inventory tracking. Wave is free to use, though it charges fees for payments and payroll. To be fair, I have 4 companies on the QBO+ plan that I’m switching right now. It took them six months to fix it, two of those months after escalating to Intuit’s Office of the President. All of the support people were very nice humans, but the internal bureaucracy even frustrated them from time to time. However, there a few areas where QuickBooks Online beats out its opponent.

If you have a payment processor, you can connect it to Zoho Books and process quick online payments. Some of the compatible payment services are Paypal, Stripe, Braintree, and Square. By streamlining all the basic accounting tasks, you can always stay on top of your business and make better decisions, saving money, and eliminating all compliance concerns.

There are more than 40 applications available in only one account. To boost ease of use, Zoho Books integration helps you get an overview of your business’ health and improve the decision-making process. The Basic plan is designed for 2 users and includes 50 contacts and 5 automated workflows. The features included are custom invoices, how to hire an accountant expense tracking, projects and timesheets, recurring transactions, and bank reconciliation. We have already touched upon some of the key features Zoho Books offers and now it is time to provide a more detailed view of the tools at your disposal. It is worth noting that Zoho Books is a multi-currency, multi-lingual solution.

Choose Quickbooks Online If

Finally, the last plan that Zoho Books offers is the Professional Plan. This version of the software can accommodate larger small businesses with additional capabilities, more users, and fewer restrictions. Moreover, zoho books unlike many accounting software competitors out there, the Professional Plan will not take considerable funds out of your monthly budget. Zoho Books’ attractive UI is easy to set up and well-organized.

  • Zoho offers unlimited customer support, meaning you can contact the company by phone 24 hours a day, Monday through Friday, for free.
  • And if you’ve heard the horror stories of QuickBooks Desktop’s learning curve, rest easy — QBO is significantly easier to use, even for users with little to no prior accounting experience.
  • Its most expensive plan is $29 per month, which gets you an inventory tracker and a project management feature.
  • Zoho Books aside from its standard accounting features does provide specialized functions to enhance business operations.
  • If you want to keep your existing payroll but need a separate accounting solution, then Zoho Books is an excellent choice.
  • 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 .

Alternatives Looking for a different set of features or lower price point? Check out these alternative options for popular software solutions. Construction Management CoConstruct CoConstruct is easy-to-use yet feature-packed software for home builders and remodelers. This review will help you understand what the software does and whether it’s right for you. Business Checking Accounts BlueVine Business Checking The BlueVine Business Checking account is an innovative small business bank account that could be a great choice for today’s small businesses.

Love To Use Zoho

Zoho Books’ customer portal is another major point in its favour. It’s great to look at, packed with information and lets you know as soon as clients have viewed your invoices and paid what they owe. 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 and the feature list appears to be much the same. But Zoho does contains real points of difference and one or two pleasant surprises. This is really helpful and was a common complaint before it was introduced.

zoho books review

These reports will be important for some decision-making, but it seems unnecessary to separate these reports into different templates. You can create a new repeating expense or bill through the quick-add button. You can also do this through the “recurring expenses” or the “recurring bills” income summary page. Just like in recurring invoices, set up a frequency and a starting date for your recurring purchase. However, unlike FreshBooks’ retainer invoices that are linked to its project management, Zoho Books’ retainer invoices are just there to help you keep track of your retainers.

It forces you to go to the “settings” page to set up any automatic payment reminders, including for invoices and bills. You can set up payment reminders through the “reminders” option in the “settings” page. Even so, Zoho Books is easy to learn, and it’s cheap, if you consider the features you’re getting.


It offers a time management feature that helps you keep track of the amount of time spent on each client. This could also be used to track the time spent on each project or on a “job” basis. You could then create an invoice after each project or service. These invoices can be sent through email or converted to a file and could be labeled as reoccurring for subscription purposes. The Professional plan costs $29 per month ($290 per year if you pay annually) and supports 10 users. You can add an unlimited number of contacts and, as on the Standard plan, create 10 automated workflows.

One such application is Zoho Books, which is designed specifically to meet small business accounting needs. Additionally, between their mobile app and web platform, FreshBooks is known as one of the most intuitive, flexible, and accessible accounting software options.

Zoho Books offers numerous ways to get in touch or find what you’re looking for. Not only are there many ways to get in touch, but you’ll also have friendly, knowledgeable support agents, low hold times, and fast responses. QuickBooks Online is significantly more expensive with three plans ranging contra asset account in price from $25/month to $150/month. The more expensive plans support more users and have advanced features like automated workflows, batch invoicing, and inventory tracking. However, taking advantage of the free trial makes you ineligible for software discounts offered by Intuit.

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. Failing that, https://www.bookstime.com/ Zoho Books issues can be tackled over the phone via a toll free hotline. Zoho Books also comes in app form for iOS, Android and Windows.

You can also create an invoice through the “invoices” page under the category “sales” on the navigation bar. If you have an estimate or sales order, you can convert them into an invoice with a few clicks. One downside to Zoho Books’ expansive features is that it feels generic and not especially tailored to a type of business. It’s a dependable accounting platform, but other platforms with a clear target, such as FreshBooks, offer a better experience overall. Workflow lets you create automated features from scratch, a feature that may be useful for people who understand what they’re doing. It’s harder for people new to accounting and don’t know what features can increase their work efficiency. Zoho Books’ automated features are harder to set up than other platforms.

This plan increases your number of contacts, users and automated workflows. If you don’t need the inventory feature, the Standard plan is a good option for small business owners. Zoho Books provides a lot of features, ranging from a time tracker to an inventory management tool. This range of functions makes it a great fit for any kind of business. However, this general approach makes its workflow more confusing than other platforms that have customized functions, such as FreshBooks, as we mentioned in our FreshBooks review. Zoho Books is an online accounting software developed by Zoho, a California-based software company.

Integrates easily with Patriot Payroll.Simple pricing structure. These restrictions might be problematic for certain small businesses, especially those with many different customers or those who want various team members to have account access. Even though Zoho Books gives you the ability to add more users by paying a monthly or annual fee, the Professional Plan even caps the number of users at 10. Compared to other solutions, like Wave accounting or Xero, both of which allow an unlimited amount of users, this restriction could be particularly problematic.

The platform helps you stay on top of things by letting you organize by project or client. It seems like a small feature compared to things like payroll, for instance. However, these little touches really make your daily financial management that much easier.