Zoho Books

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What is Zoho Books?

Zoho Books is online accounting software that tracks your receivables and payables, automates payments, and helps you automate business workflows.

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.

Zoho Books currently scores 91/100 in the Accounting category. This is based on user satisfaction (90/100), press buzz (68/100), recent user trends (falling), and other relevant information on Zoho Books gathered from around the web.

The score for this software has declined over the past month. What is this?

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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Zoho Books Review

Editors' Review by the Accounting Software Review Team

An overview of Zoho Invoice accounting and finance software

Zoho Invoice is an accounting and finance software powerhouse used by a lot of businesses and organizations. It is the ideal software solution for small- to medium-sized enterprises and solo entrepreneurs who want to create and manage custom invoices.

The “Zoho” brand is undeniably a prominent one when it comes to their powerful online services for all kinds of businesses. The stand-alone Zoho Invoice, however, is arguably one of their best SaaS (Software as a Service) modules.

How Does Zoho Invoice Work?

Zoho Invoice is a web-based/cloud-based SaaS solution that doesn’t require any downloads or installation. All you need is an up-to-date web browser and you’re good to go. It is typically used by small business startups, freelance professionals, writers, creative designers and photographers who are looking to setup their online business and commercialize their brand in the online realm.

The software offers a wide range of features and capabilities like managing and monitoring digital invoices, as well as sharing them with clients online. You can use the service to keep track and follow any transaction, personalize your invoices by utilizing the vast pre-made templates library and import various elements that are specific to your business.

Moreover, Zoho Invoice also makes it possible for freelancers and entrepreneurs to create and deliver customized invoices in different languages and currencies.

Zoho invoice

The Key Benefits of Zoho Invoice Based on Its Wide Array of Features

Simple and Intuitive User Interface (UI)

Learning to use Zoho Invoice effectively is not difficult, thanks to its simple and intuitive UI accessible to any beginner or novice user. The software is designed to minimize the complexities and steep learning curves that usually come with this type of program. Managing finances and doing accounting is tough enough without having to deal with sophisticated software technology.

Zoho Invoice is a well-designed powerful program that allows individual users to create business forms and generate personalized invoices, while being able to make simple changes to the system settings from the moment they create their account. Additionally, users may also upload their own templates and brand logos, personalize business emails and set up taxes and tax groups.

Quick and Easy Setup Process

Setting up your Zoho Invoice account is quick and painless. Thanks to the well thought-out design of the system. All you need to do is enter a few important facts about your company, choose the appropriate portal name, pick out a template that will serve as your default invoice, place your company logo and you are ready to do business and make some money.

The service also provides tutorial materials like videos and tips to teach users how each of the system’s features and functions work. So it shouldn’t be hard to familiarize yourself with the software and get started with the processes.

Quick and Efficient Navigation

The organizational tools in Zoho Invoice are intuitive and relatively easy to navigate compared to other software solutions in the market. The tabs for the dashboard, invoices, estimates, contacts, expenses, payments received, reports and so on are easy to find and go through.

You can easily organize your account quickly and more efficiently as every single component is clearly labeled and placed in the location where you expect them to be.

Regular Updates and Bug Fixes

One of the best signs of a good software solution is the amount of care and effort the developer pours into the service. The constant updates and bug fixes are sure signs you’re getting optimal support from developers.

Zoho constantly releases new updates to improve and streamline the service. The company also puts out bug fixes when necessary.

Highly Functional Features

Zoho Invoice has quite a few basic invoicing features useful to any small business owner or freelancer. However, it also offers several unique capabilities that can further improve your efficiency and productivity as an entrepreneur and enhance user experience.

Some of its core features include:

  • The ability to send invoices to clients and automate the payment reminder process.
  • It allows you to send estimates to prospective clients, turn those estimates into invoices and keep track of your estimate history.
  • Create recurring invoices in a snap.
  •  Clients can choose different payment gateways to settle charges.
  • Single platform access to estimates, invoices and timesheets for clients.
  • Detailed reports of expenses, sales and tax summary.
  •  Android- and iOS-compatible programs.

Does Zoho Invoice Have Affordable Pricing Plans?

Zoho Invoice is available for free as a single-user platform for up to five customers. The free version comes with some of the core features like recurring invoices, time tracking, different payment portals and customer support.

There are different payment plans available as well, at competitive prices. They are as follows:

  •  Zoho Invoice Basic ($7 per month, $70 per year) – single user, has all the key features and is good for up to 50 customers.
  • Zoho Invoice Standard ($15 per month, $$150 per year) – three users, has all the key features and is good for up to 500 customers.
  • Zoho Invoice Professional ($30 per month, $300 per year) – Unlimited users, has all the key features and is good for unlimited number of customers.

Is Zoho Invoice Worth Choosing?

As one of the many services offered by the Zoho brand, Zoho Invoice is an excellent well-designed software solution for SMEs, sole proprietors and freelancers. It carries a lot of useful features and capabilities to help with creating, monitoring and distributing digital invoices and estimates. It is easy to use and provides invaluable functionality.

Accounting Market Radar

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Zoho Books Product Overview

  • 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

Languages Supported: 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.

Accounting Software Buyer Guide 2023

Product recommendations, vendor rankings, market overview and tips on how to select Accounting software for business. Published in September 2023.

Accounting is among the most crucial tasks a business has to perform. Accounting requirements vary from basic, such as crediting and debiting accounts, to advanced, such as generating income statements and balance sheets. Accounting software solutions autom...


Zoho Books 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
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Account
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payment Processor
  • Payroll
  • Scheduling
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration
Zoho Books Pricing

Zoho Books Pricing Plans


  • Online/Offline Payments
  • Automate Payment Reminders
  • Expenses & Mileage Tracking
  • Invoice Customization
  • Multi-lingual Invoicing
  • Support: Email


3 user(s) / month
  • Everything in Free +
  • Recurring Expenses
  • Track Project Expenses and Invoice
  • Bulk Updates
  • Transaction Locking
  • Reporting Tags
  • Support: Email, Voice and Chat


5 user(s) / month
  • Everything in Standard +
  • Sales Approval
  • Bills
  • Multi-currency Handling
  • Price Lists
  • Time tracking and billing
  • Project Profitability
  • Support: Email, Voice, Chat


10 user(s) / month
  • Everything in Professional +
  • Branches
  • Vendor Portal
  • Budgeting
  • Custom Functions
  • Webhooks
  • Support: Email, Chat and Support

Other pricing information:

Standard: $10/month
Professional: $20/month
Premium: $30/month

Plans starting from: $10.00/month Credit card required: No

Zoho Books FAQs

Who are the main user groups of Zoho Books?

Micro and small-sized businesses
Medium-sized businesses

What is Zoho Books 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 Zoho Books support?

Webapp, iOS, Windows, Android

Does Zoho Books 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 Zoho Books 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 Zoho Books is commonly used in tandem with?

Zoho CRM, Zoho Inventory, Zoho Projects, Zapier, Twilio

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Zoho Books User Reviews

Average User Rating:
4.48/5 based on 101 user ratings.
Your Rating:

Sentiment Scale

User Sentiment Map

The sentiment map shows a snapshot of how Crozdesk users have rated Zoho Books over time. It shows how existing users see Zoho Books with regards to its usefulness, ease of use, value for money and customer service.

Arrow Left Recent Older Arrow Left
Ease of use
Value for money
Customer service
User profile picture

"very useful."

What do you like about Zoho Books?

The best thing about this product is that you do not need courses or manuals about accounting, you can set it up in a matter of minutes and start managing your finances, and have a support team and resources that can clarify your doubts. Zoho Books can perform the Track your payments with automated payment reminders. The billing and banking system in several currencies facilitates the process of global sales. You can always be monitoring your inventory by identifying items that move quickly and keeping them well stocked. I definitely recommend it because it will be your intuitive and easy to use solution, it is a scalable tool and they have ideal economic rates for small businesses as it is our case.

What do you dislike about Zoho Books?

It seems to me a very good tool for small businesses, for very high volumes, it is not ideal, although I do not have anything bad to say about this product.

What have you been using it for and what problems did Zoho Books solve?

With this product we manage to confirm each sale before sending the products to the clients, we communicate our requirements clearly to the suppliers, we keep the records of the tax obligations to keep up to date, we made simple, fast and safe online payments, the reports program it allowed us to optimize the business in real time.

Ease of use
Value for money
Customer service
User profile picture

"Fast support "

What do you like about Zoho Books?

Excellent/fast support. Interface can be fun to use and is quick to respond.
Development seems to be ongoing.

What do you dislike about Zoho Books?

However, I wish they have an API integration with the system. Also with the Zoho Inventory along hte way, Im pretty sure they will be a perfect go-to software for our company.

Ease of use
Value for money
Customer service
User profile picture

"Best software for CRM customization and integration."

// Community Manager (remote) at Cloudworkers

What do you like about Zoho Books?

It is the best software for inventory management and payrolls, and the best thing is that it can be integrated with shopify-type of websites.

What do you dislike about Zoho Books?

When I compare it with one similar-named software, many features are missing, Its difficult to transfer data to cloud.

What have you been using it for and what problems did Zoho Books solve?

It solved my shopify as well as payroll solutions.

Ease of use
Value for money
Customer service
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