Zoho Books

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.

Pricing

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

Pros and cons

Benefits

Integration

FAQ