Zoho Books is a cloud-based accounting software that allows small to growing businesses to manage their books, send invoices, and process payments all in one system. It features real-time inventory tracking, expense tracking, automated banking, a client portal, and more. We compiled Zoho Books user reviews from around the web and determined that it has generally positive ratings. We also shared its available pricing options.
Summary of User Reviews
What Zoho Books does well:
Users who gave Zoho Books a positive review said that it is very user friendly. They also mentioned that it has great customer service and great price points, and that invoicing and time tracking is easy to do.
What Zoho Books does not do well:
Users who gave Zoho Books a negative review said that they wish there were white labeling, digital signature for invoices, and integrated payroll options.
Most Helpful Positive User Review
“The time tracking feature is what I use the most and I like the fact that it supports multiple currencies and multiple users. That way I can work along my colleagues and track our time for each client / project separately. The UI is very user friendly.”
-Ashish Lokhande
Most Helpful Negative User Review
“Zoho Books doesn’t have an integrated budget feature, and while there is a work-around with Zoho Reports — it would be nice to have it as an integrated part of Zoho Books. Because Zoho is international, though there is a US Edition of Zoho Books, there isn’t a Payroll feature (though I’m guessing by now via Zoho Marketplace there’s probably a 3rd party app that provides that, but I’m not 100% certain).”
-Stephen J Lalla
Zoho Books Pricing
Zoho Books offers three paid subscription plans: Basic ($9/month), Standard ($19/month), and Professional ($29/month). The main differences between the plans are the number of contacts, its user capacity, and number of automated workflows.
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| Contact Management | |||
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| Automate Recurring Transactions | |||
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Zoho Books Features
Check out the list below of some of Zoho Books’ features.
- Accounting
- Online Payments
- Automatic Bank Feeds
- Purchase Order
- Contact Management
- Invoice Templates
- Exhaustive Reports
Helpful Accounting Software Resources
Best Accounting Software for Small Business – Read our buyer’s guide for a comparison of the top three accounting software for small businesses.
Small Business Invoicing: How to Write One and Deal with Unpaid Invoices – Wondering how small business invoicing works? In this guide, we teach you how to write an invoice and other best practices for invoicing via FreshBooks.
Time Management, Tracking & Billing for Freelancers – Here we discuss the key aspects of time tracking for freelancers, from setting your rate to using software like FreshBooks to track hours automatically.
Zoho Books FAQ
Is there a free trial?
Yes, they offer a 14-day full-featured free trial. Sign up here.
Are credit card details stored in their servers?
No. Upon providing credit card information, the details will then be moved to their payment getaway just so they can process payment for subscription renewals for each cycle.
Can I cancel my account any time?
Yes. Users can downgrade to the free plan, which is basically a cancelation of their subscription.
Zoho Books Overview Video
This video provides a walkthrough on navigating through Zoho Books.
Popular Integrations
When choosing an accounting software, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Zoho Books’ popular integrations:
Top Zoho Books Alternatives
Not sure if Zoho Books is the right fit for you? Read our reviews of all top accounting software providers or check out one of these three Zoho Books competitors.
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Leave a Review
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Jarrett Webster
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Pretty user friendly – easy to find most things you need – customer service is great
integrations are catching up (zapier really helps) but a little behind quickbooks
Overall, I am very satisfied – it helps that we use other zoho products (crm, etc) – If you use other products this may not be for you, but if you are a zoho crm user (which is also very good), then the integrations are great.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Gavin Pereira
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Bank feeds work well in my experience with the major UK banks and providers (Natwest, American Express, Barclays)
Sync with Zoho CRM is helpful to avoid having to re-type data – although some improvements are needed here to make it seamless.
The speed of the system is pretty good, the search function is fast and easy to navigate the interface.
The invoicing function is fairly comprehensive and allows you to save credit cards in a PCI compliant manner against a client (Using Stripe in my case).
The Stripe intergration works well and auto post the surcharges.
Intergration with Zoho expenses (expense management software) works well and makes it easier to reconcile employee expense accounts and company credit cards.
I like how I can easily change the templates when creating invoices – helpful.
Ability to link vendors and customers in my industry use case it very neat and allows your to view both figures on the same screen.
The report features are good but not the best – some strange limitations come up when you use custom dates.
Bugs seems to be coming up every now and then. These are a bit scary as your operation has to wait while Zoho fixes them, however to their credit – once you report a bug the support team escalate it and get it fixed fairly quickly – do not let this dampen your judgement.
The journals are not the most comprehensive – quiet limited in some ways – moving from Kashflow to Zoho Books this proved to be an issue we could not get around due to the limitations of Zoho Books Journal’s features.
They need to work on the reporting feature and improve the integration with ZOHO CRM so that both interfaces share data better.
Nothing really yes payroll and a few bits are missing but I understand they are working on it.
Payroll is a very complicated business as any experienced accountant will tell you.
I was expecting to have integration with HMRC for UK vat filings and EU vat filings. The software I used before Kashflow had this as standard.
The journal feature is not great – ZOHO HAS TO SPEAK TO UK accountants (for the UK market) and work to improve the journal feature of Zoho Books.
The reporting could be better – I feel many reports that other systems have are missing.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Ashish Lokhande
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
The time tracking feature is what I use the most and I like the fact that it supports multiple currencies and multiple users. That way I can work along my colleagues and track our time for each client / project separately.
The UI is very user friendly.
Support is not as good as other product like Salesforce.
For the price, I’m happy with Zoho
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Stephen J Lalla
Review SourceOrganic
Easy to use and very supportive of any issues or need for assistance.
Zoho Books doesn’t have an integrated budget feature and while there is a work around with Zoho Reports, it would be nice to have it as an integrated part of Zoho Books. Because Zoho is international, though there is a US Edition of Zoho Books, there isn’t a Payroll feature though I’m guessing by now via Zoho Marketplace there’s probably a 3rd party app that provides that but I’m not 100% certain.
How easy it was to use as I would have switched over a long time ago.
Review SourceOrganic
Mumin Hodge
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
One of the things that will make me pay for a software is its being user-friendly, and I found that Zoho Books is. It also has great features – all necessary features you’ll need for bookkeeping is there.
I’d like to be able to pull out a yearly report with monthly data on it or be able to compare monthly reports. Would be good if it has that feature as well as scheduling an invoice to be sent by time not just by date. The mobile app still needs to improve, it would be helpful to see tax summary on mobile.
Nothing. I’m really happy with Zoho Books 🙂
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.