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Zoho Books

SaaS

Zoho Books is cloud accounting software for small businesses covering invoicing, expenses, bank reconciliation, taxes and financial reports.

zoho.com
Zoho Books homepage screenshot

About Zoho Books

Zoho Books is an online accounting product from Zoho aimed at small businesses. It handles day-to-day bookkeeping tasks such as sending invoices, tracking expenses and bills, reconciling bank transactions, managing tax and producing financial reports, all from a browser, a mobile app or a Windows desktop app.

The feature set extends beyond bookkeeping to quotes, sales orders, purchase orders, projects, inventory, document storage and online payment collection, along with automations and an AI assistant for accounting tasks. It connects with other Zoho apps, has a client portal and collaboration tools, and offers API documentation and extensions for custom integrations. The vendor lists local compliance features for some regions, such as e-invoicing readiness in the UAE and Spain's VERI*FACTU.

Zoho Books is proprietary software delivered as a hosted service on a subscription basis. The vendor has pages for startups, small businesses, nonprofits and accounting firms, so it can serve both business owners and the accountants who work with them.

Key features

  • Invoicing, quotes and sales orders
  • Bills, purchase orders and expense tracking
  • Bank feeds and reconciliation
  • Tax management and regional compliance
  • Inventory and project accounting
  • Online payment collection on invoices
  • Mobile and Windows desktop apps

Good fit for

  • →Small businesses managing invoices and bills
  • →Nonprofits tracking funds and donations
  • →Accounting firms serving multiple clients
Tags
accounting
invoicing
bookkeeping
expenses
bank-reconciliation
zoho
small-business

Zoho Books: questions and answers

What is Zoho Books used for?
Zoho Books is cloud accounting software for small businesses covering invoicing, expenses, bank reconciliation, taxes and financial reports. It is a good fit for small businesses managing invoices and bills, nonprofits tracking funds and donations, and accounting firms serving multiple clients.
Is Zoho Books free?
Yes. Zoho Books has a free plan, and paid plans start at $12 per month. A free trial is also available.
Is Zoho Books open source?
No. Zoho Books is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Zoho Books include Akaunting, GnuCash and Bigcapital.
What are some alternatives to Zoho Books?
Zoho Books competes with QuickBooks, Xero and Wave. For open-source options, see Enlisted's ranked list of open-source Zoho Books alternatives.

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