What is it all about?
Zoho Books is smart online accounting software that will streamline your back office operations, automate business workflows and, help you securely collaborate with your accountant online.
Video & screenshots
Who is it for?
Improved Collaboration: Share recent transactions, accelerate estimate approval processes, capture feedback, and let your clients make bulk payments with the Client Portal. Streamlined Invoicing: Send customized invoices to your clients and get paid in multiple currencies. Zoho Books makes sure that all invoices are accounted for and helps you keep track of outstanding payments. Simplified Inventory Management: You can easily keep track of the stock you have in hand. Inventory levels are updated automatically when you make a sale or a purchase. Advanced Reporting: Get insights about income, expenses, inventory, and customers with the help of the 40+ predefined reports. Efficient Project management: Track every effort spent on a project. Manage multiple projects, easily account for hours, add out-of-pocket expenses, and give role based access to log time. Seamless customization: Automate repetitive processes in your workflow with the help of custom functions. - Core Accounting Tasks (A/P , A/R) - Customized Invoices - Document Management - Project Management - Basic Inventory Workflow - Quote Creation - Time Tracking - Invoice Mailing - General Ledger - Multi currency - Drill Down Analysis - Automated Billing - Auto-Import Bank Transactions - Expense Report/Tracking - Time Sheet Access - Check Printing - 1099 Forms - Online Self Service - Payroll Processing - Customized Reporting - Sales Reports - Balance Sheets & Cash Flow Statement - 24/7 Support - Live Chat - Phone Support - Forums/Knowledgebase - WhitePapers/Training
- Dashboard for quick insights - Unlimited invoicing - Recording and tracking bills from vendors - Expense tracking - Recording & monitoring bank/credit card transactions - Reconciling bank and credit card accounts - Full fledged multiple currency support - Receiving online payments from customers - Managing contacts—customers and vendors - Financial reports—Tax Reports, Trial Balance, Profit & Loss, Balance Sheet, etc. - Multi-user support and data access to your accountant - Customizable templates and snail mailing of invoice and quotes - Client Portal for users - Purchase Order and Sales order - Weekly timesheet - Upload Expense Receipt - Attach files to Invoices and Bills - Attach unbilled projects and expenses while creating invoices - REST APIs
Zoho Books is available in three different pricing plans.