Zoho Books Review 2023 PCMag UK

Elite is $150 per month (10 users), and Ultimate is $275 per month (15 users). Zoho Books is feature-packed accounting software that comes at a fraction of the cost of QuickBooks. It has a very competitive free plan, an easy-to-use interface, and ample features for automating business processes. Most especially, it has unbeatable customer service and a mobile application that is not even close to that of QuickBooks. Despite its invoice limitation particularly in the Free and Standard plans, you may find Zoho Books as good as, if not better than, QuickBooks. An important missing feature is that there’s no option to see the time and expenses you haven’t added to your invoice, which is something QuickBooks Online does.

1. You can access all settings right from the form itself to make modifications on the fly and make the forms recurring.
2. The only difference between the Elite and Ultimate plans is that the Ultimate plan supports up to 15 users.
3. She is a former Google Tech Entrepreneur and holds an MSc in international marketing from Edinburgh Napier University.

Many customers report success using Zoho Books, citing its intuitive interface, customization, and integration capabilities as major benefits. While Zoho Books may not be the best fit for rapidly scaling startups that need advanced analytics and reporting, it provides solid core accounting tools for most small- to medium-business use cases. Keep in mind that the pricing stated below is per organization, per month, billed annually. Zoho Books looks nice, is easy to read and presents all its information clearly, but it lacks the generous guidance and help of many other online accounting suites. We found that it took a little longer to learn our way around than in rival products from Xero, Sage and Quickbooks. If you reach out via live chat, a customer support specialist will be available to help you with anything immediately; the waiting time is only a few seconds.

Zoho Books’ incredibly comprehensive accounting software is a fantastic choice for small and midsize businesses that want as many accounting features as possible. While setting up its automations can be confusing for first-time accounting software users, Zoho’s streamlined, automated workflows can save valuable time and eliminate redundancies. Plus, Zoho Books is also completely free for businesses with an annual revenue below $50K USD. Includes project tracking tools in paid plans, along with transaction tracking tags; lacks industry-specific reports; users with multiple businesses must pay for separate subscriptions.

Now let’s move this Zoho accounting review from overview to in-depth analysis. Zoho Books can integrate seamlessly with other Zoho products, in addition to integrating well with third-party platforms that complement and expand its versatility. You can’t run a business without knowing how much money flows in and out.

Another Zoho add-on service called Autoscans costs $10 per month for 50 scans. We liked that Zoho Books’ mobile app is available for iOS, Android and Windows mobile devices. You can use the app to create invoices, run reports, capture receipts, record expenses, and track billable time no matter where you are.

Zoho Books review: Should you buy it?

While Zoho excels in the customer support department by offering phone and email support, live chat and a wealth of website resources, its free trial is only 14 days. No matter which plan you choose, you can take care of your zoho books review accounting needs on the go with the Zoho Books app, which is available at the Apple Store or Google Play store. The app will allow you to generate and send invoices, record expenses and receive quick business insights.

Zoho Books review: Interface

This allows us to look at products impartially of any commercial arrangements we have and fairly rate the products on the same set of criteria. Best means our ‘Best’ and is based only on what products we have aligned to our surveys, which form the basis of our reviews and ratings. This means that there will be other products on the market that we have not included in our ‘Best’ pages. Best does not mean it’s best for you, nor does it mean the ‘cheapest’. This additional information has not been included in our evaluations but is still very important when choosing a product. Product details reflect the information that was available at that time but may have changed since.

Its item and service record templates allow you to enter both sales and purchase information, even offering 13 units of measure, more than competitors. If you choose to have the application track inventory, you can enter your opening stock number and rate and your reorder point. We relied on vendor websites and software demos when conducting our analysis, in addition to studying user reviews for independent opinions on the highlights and drawbacks of each product. When looking for the best accounting software for automation specifically, we focused on the number of processes that could be automated via built-in tools and the ability to create custom tools. We were impressed by Zoho’s client portal, which makes it easy for your customers to view their invoices and pay their bills online.

We were impressed by Zoho’s ability to create customized automation tools. Tech-savvy business owners might appreciate the opportunity to geek out on Zoho’s ability to code custom functions with the program’s scripting language. We also like that Zoho maintains a team of coders who can help less tech-inclined business owners build what they need to automate additional functions. Here’s an overview of some of Zoho’s notable capabilities, especially those designed to automate processes. Zoho allows users to drill down into the data and automate tedious tasks — a significant strength compared to better-known alternatives.

Zoho Books Review 2024 — Is It Right for Your Startup?

Zoho Books has, it explains, a pricing plan for everyone and the service has actually become a little cheaper than it used to be for each of the current packages. Zoho Corporation employs numerous types of security to keep your data safe. For example, employees undergo background checks and sign a confidentiality agreement. There are dedicated security and privacy teams on board, as well as compliance staff.

Fit Small Business Case Study

Small and micro business owners, in particular, will appreciate clearly defined categories for drawings, which not all accounting suits make so visible. Some reviewers are fans of the recurring invoices feature that lets them create and schedule invoices to be sent to customers on a weekly, monthly, and yearly basis. You can accept payments from payment gateways such as Paypal, Stripe, Square, Worldpay, Forte, WePay, and more.

QuickBooks’ versatility makes it a good choice for small and medium-sized businesses seeking a customizable and feature-rich option. Zoho Books is popular for its affordability and user-friendly bookkeeping features for small businesses. We compared Zoho Books vs. QuickBooks to help you decide which one is right for you. You can then set up opening balances, configure the chart of accounts, https://personal-accounting.org/ connect banks and cards, and add employees with one of three levels of permissions. Some competing solutions, including Xero, allow for more detailed permissions, but Zoho Books’ access levels will be good enough for most small businesses. Purchase transactions offer a similar level of detail, and creating expenses and bills, as one-offs or recurring charges, is simple and straightforward.