Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.
You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.
About Xero
Xero is an online accounting software suite that utilizes a modern cloud network to fully accommodate the complete range of accounting needs.
The app allows its users to coordinate and manage all financial processes within an easy to use platform, accessible from all internet-enabled devices.
This software is ideal for small business owners managing their accounts independently, as well as in collaboration with their accountants from dispersed locations.
Features
2-Factor Authentication
Accounts Payable
Accounts Receivable
API
Balance Sheet
Billing/Invoicing
Budgeting
Calendar Management
Contact Management
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Forecasting
General Account Ledger
Inventory Tracking
Multi-Currency
Multi-User
Notifications
P&L
Payroll
Supplier Management
Tax Management
BitCoin
PayPal
Stripe
SAP Integration
Features
2-Factor Authentication
Accounts Payable
Accounts Receivable
API
Balance Sheet
Billing/Invoicing
Budgeting
Calendar Management
Contact Management
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Forecasting
General Account Ledger
Inventory Tracking
Multi-Currency
Multi-User
Notifications
P&L
Payroll
Supplier Management
Tax Management
BitCoin
PayPal
Stripe
SAP Integration
Summary
Invoicing: create, manage and send customer invoices and accept online payments.
Bills: manage vendors and keep track of the bills to be paid.
Expenses: upload expense receipts and track business expenses
Banking: connect online bank and credit card feeds.
Workflows: trigger email notification and field updates in Zoho Books with custom workflows
Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L
Summary
Easy Invoicing: Improves cashflow and helps its users get paid quickly and easily.
Multi-Currency Accounting: Foreign exchange rates are updated hourly, so users instantly know exactly how gains and losses are affecting their cashflow.
File Storage: It is possible to attach files to almost anything – from invoices to bills and transactions.
Creation of customizable purchase orders: Fully customizable purchase orders, ready to email them to suppliers and then copy to a bill.
Expense claims creation from anywhere: Users can create claims at work, home or on the go.
Inventory Management: Tracks the value of a user's inventory and improves stock control.
Micro and small-sized businesses
Medium-sized businesses
What is this service generally used for?
Zoho Books is used by growing businesses to handle end-to-end accounting. From invoicing to inventory management to payment tracking to banking and reconciliation, Zoho Books helps businesses manage their business finance and helps in automating mundane tasks.
What platforms does this service support?
Webapp, iOS, Windows, Android
Does this service offer guides, tutorials and or customer support?
Yes. We have a comprehensive set of FAQs and help documents listed on our website. We also offer tutorial and product walkthrough videos that you can find on our YouTube channel.
Does this service integrate with any other apps?
Yes. Zoho Books integrates seamlessly with Zoho CRM, Zoho Inventory, Zoho Analytics, Zoho Subscriptions, and Zoho Projects. It also integrates with payment gateways like Stripe, Paypal, 2Checkout, and other business solutions like Slack, Zapier, Google, and Microsoft suite.
What are some applications this service is commonly used in tandem with?
Main user of this software are accountants and bookkeepers in small and medium-sized businesses across all industries.
What is this service generally used for?
Xero is used as a cloud-based accounting software for small and medium-sized businesses.
What platforms does this service support?
Web-based service with native mobile apps for iPhone, iPad or Android smartphone.
What are some applications this service is commonly used in tandem with?
It is most commonly used in tandem with WorkflowMax, CustomerSure, and Veeqo.
Does this service integrate with any other apps?
Xero integrates with hundreds of add-on business applications, from inventory management, invoicing and time tracking. Some of them: Batchbook, Quotient, Stripe, PayPal, WorkflowMax, Receipt Bank, Expensify, Evernote, Payment Evolution, Nexonia Expenses, Xpenditure, Constant Contact, Highrise CRM, Exsalerate, OnePage CRM.
Does this service offer an API?
Xero has an API available for use.
Does this service offer guides, tutorials and or customer support?
Support provided: Forum, Knowledge Base, Online Support, Video Tutorials.
Vendor Information
Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
6.31k
Vendor Information
Founded:
2006
Based in:
Wellington
Employees:
1001-5000
Likes:
Followers:
80k
Other
Who uses Zoho Books
Freelance
Startups
SMEs
Agencies
Enterprises
Desktop Platforms:
Web App
Windows
Mobile Platforms:
iOS
Android
WinPhone
Languages:
English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish, Chinese, Hindi
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada, India, Australia. We also have a global edition for rest of the world.
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