Features of Zoho Books
Invoicing
Zoho Books makes invoicing and managing receivables effortless. Send customized statements to your clients and receive payment in multiple currencies with our accounting software.
Quotes
Create quotes on the fly by entering contact information, item details, and prices saved in Zoho Books. As soon as a transaction is won, provide quotes in seconds, no matter where you are. Customer Portal
Customer Portal
With the customer portal, you can share recent transactions, speed up the quote approval process, collect feedback, and allow your customers to make bulk payments..
Expenses
Zoho Books allows you to keep track of all business expenses in one spot, from office supplies to staff per diems. Keep track of your expenses, categorize them, and bill them to your clients as needed. Bills
Inventory
Organize your inventory with vital information like Stocking units ‘SKUs’, product images, vendor details, costs, and stock-on-hand. Also monitor inventory levels to identify fast-moving items and keep them well stocked.
Bills
There will be no more creating bills one at a time. Create recurring bills for purchases that occur at regular periods, and Zoho Books will send them on your behalf.
Plans and Pricing
Free
Per Organization/Year-
1 User + 1 Accountant
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Manage Clients
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Manage Invoices (Up to 1,000 per annum)
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Customer Portal
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Online/Offline Payments
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Automate Payment Reminders
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Multi-lingual Invoicing
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Credit Notes
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Recurring Invoices
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Expenses & Mileage Tracking
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Add Multiple Bank and Credit Card Accounts
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Import Bank and Credit Card Statements
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Bank Rules & Reconciliation
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Chart of Accounts & Sub-accounts
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Manual Journals
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Reports
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Invoice Customization
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Taxes
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Payment Gateways
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Schedule Reports
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Integrations
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Zoho Apps
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Other Apps
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Support
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Email
Standard
Per Organization/Year-
Invite 3 Users
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Includes everything in Free +
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Manage Invoices (Up to 5,000)
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Recurring Expenses
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Connect and fetch ban
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Credit card feeds via bank feeds provider
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Predefined User Roles
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Bulk Updates
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Transaction Locking
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Custom Views
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Custom Fields
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Reporting Tags
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Payment Gateways
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10 Custom Reports
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Integrations
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Zoho People
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Zoho Projects
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Support
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Email, Voice, Chat
Professional
Per Organization/Year-
Invite 5 Users
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Includes everything in Standard +
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Track Project Expenses and Invoice
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Project Tasks
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Timesheet and Billing
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Sales Approval
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Retainer Invoices
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Bills
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Payments Made
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Vendor Credits
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Recurring Bills
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Sales Orders
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Purchase Orders
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Purchase Approval
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Basic Multi-currency Handling
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Currency Adjustments
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Stock Tracking
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Price Lists
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Landed Costs
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Custom Roles
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Timesheet Approval
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Timesheet - Customer Approval
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Contextual Chat
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Retainer Invoices for Projects
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Project Profitability
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Journal Templates
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Tasks
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Recurring Journals
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Workflow Rules (Up to 10)
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25 Custom Reports
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Support
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Email, Voice, Chat
Premium
Per Organization/Year-
Invite 10 Users
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Includes everything in Professional +
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3 Branches
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Custom Domain
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Vendor Portal
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Multi-Transaction Number Series
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Budgeting
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Custom Buttons
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Validation Rules
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Related Lists
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WebTabs
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Workflow Rules (Up to 200)
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10 Custom Modules
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50 Custom Reports
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Cashflow Forecasting Report
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Record Locking
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Tax Rules
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Integrations
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Zoho Sign
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Twilio
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Support
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Email, Voice, Chat
Elite
Per Organization/Year-
Invite 10 Users
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Includes everything in Premium +
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Unlimited Custom Reports
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Advanced Multi-currency Handling
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i. Integrate Shopify Stores (Up to 2 stores)
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ii. Warehouse Management (Up to 5 warehouses)
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iii. Serial Number Tracking
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iv. Batch Tracking
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v. Print Shipping Label
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vi. Shipment Tracking
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Support
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Email, Voice, Chat
Ultimate
Per Organization/Year-
Invite 15 Users
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25 Custom Modules
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Includes everything in Elite +
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Advanced Analytics
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i. View real-time reports and dashboards
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ii. Analyze and track key financial metrics
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iii. Customize reports and dashboards
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iv. Analyze Zoho Books data along with other data sources
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v. Collaboratively create reports with colleagues
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vii. Embed reports in web sites/applications
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viii. Records/Rows (5 Million)
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Support
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Email, Voice, Chat
Purchase Orders
Create purchase orders effortlessly. Zoho Books maintains a complete sale history, and lets you convert purchases into bills with a single click.
Documents
Streamline and store all your documents in one place and attach them to transactions.
Projects
With Zoho Books you never have to lose a minute of your billable hours. You can either log the amount of time you spent for a project daily or weekly or use the timer widget to clock the time you spend.
Sales Orders
Personalize every communication you send. Sales orders can be customized with a brand logo, font type, and color to match your company's style.
Automation
No more doing tasks one at a time. From chasing payments to sending recurring invoices, create a recurring profile and let Zoho Books automatically send out transactions for you. Documents
Banking
Securely fetch transactions. There will be no more creating bills one at a time. Create recurring bills for purchases that occur at regular periods, and Zoho Books will send them on your behalf from your PayPal account as well as your banks and reconcile your accounts in no time.
Reporting
Turn data into information with Zoho Books. View dashboards, reports and charts covering all your receivables, payables, inventory and more. Use your report data to make inferences and create robust, up-to-date business plans.
Zoho Books offers a wide range of accounting features, including invoicing, expense tracking, inventory management, and financial reporting. This allows businesses to manage their finances in one place, rather than using multiple tools or spreadsheets.
The software has a clean and intuitive interface that makes it easy to navigate and use. This is important for businesses that want to minimize the time spent on accounting and bookkeeping tasks.
Zoho Books integrates with other Zoho products, such as Zoho CRM, Zoho Inventory, and Zoho Projects. This allows businesses to manage all aspects of their operations in one place, from customer relationship management to project management.
Zoho Books is competitively priced compared to other accounting software in the market, making it an attractive option for small and medium-sized businesses with limited budgets.
Zoho Books is cloud-based, meaning that businesses can access their financial information from anywhere with an internet connection. This makes it convenient for remote teams or businesses with multiple locations.
