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Zoho Books

Cloud-based platform for managing business accounting tasks

What Zoho Books does

Zoho Books is an online accounting software designed to help businesses handle their finances digitally. It offers core functionalities common to cloud accounting tools, such as invoicing, expense tracking, and financial reporting. As a cloud-based platform, Zoho Books allows users to access their accounts from anywhere with an internet connection.

The software is positioned for businesses seeking to manage their bookkeeping and basic accounting processes online, without the need for desktop installations. Zoho Books fits within the wider Zoho suite of business apps, potentially offering some integration benefits for users of other Zoho tools.

What sets it apart

Part of the larger Zoho ecosystem, offering potential for integration with other Zoho apps.

Key features

  • Online invoicing
  • Expense tracking
  • Financial reporting
  • Multi-currency support
  • Bank reconciliation
  • Client portal

What teams use it for

  • Generate and send invoices
  • Track business expenses
  • Prepare financial statements
  • Reconcile bank transactions

Pros

  • +Accessible from any browser
  • +Integrates with other Zoho apps
  • +Automates recurring invoices
  • +Handles multiple currencies

Cons

  • Some advanced features may be limited
  • Payroll support not available in all regions
  • Learning curve for non-accountants

Integrates with

Zoho CRMZoho InventoryZoho ProjectsStripePayPalG SuiteOffice 365

Our verdict

Zoho Books is a fair fit for those already using Zoho products or needing straightforward cloud accounting, but businesses needing advanced payroll or inventory features should check its capabilities closely.

Frequently asked questions

Does Zoho Books support multi-currency transactions?+

Yes, Zoho Books allows you to handle transactions in multiple currencies.

Can I migrate data from another accounting system?+

Zoho Books includes tools to import data, such as contacts and invoices, from other accounting platforms, but check their documentation for details.

How do I find out Zoho Books pricing?+

You can view current Zoho Books pricing and plans on their official pricing page.

Does Zoho Books integrate with payment gateways?+

Yes, Zoho Books can connect with popular payment gateways including Stripe and PayPal.

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