Zoho Books Implementation Zoho Accounting Software


zoho accounting

The accounting software is generally intuitive and easy to use, although it can be a bit difficult to navigate at times — there are so many features that some get hidden within each other. Once you get used to the nuances, Zoho Books accounting software is a joy to use. The company provides excellent customer service and support resources to help you understand the software. If you are planning on purchasing more Zoho products than just Zoho Books, Zoho Finance Plus could be an affordable way to get all the features you need.

However, while Zoho Books syncs nicely with the full Zoho suite of products, it doesn’t have as many third-party integrations as competitors like Xero and QuickBooks Online. Most importantly, it doesn’t have any easy integrations with payroll software. If you have employees and want to cut out manual data entry between your accounting and payroll programs, Zoho Books probably shouldn’t be your first choice. Zoho Books also offers excellent customer management, so you can track a lot of details about your customers. You’ll also be able to create credit notes for returned products or cancelled orders and issue a refund or add the credit to the customer account.

How to use Zoho Books for your business?

It has integrations beyond the big competitors and has a customer portal for viewing and paying invoices. Zoho Books is a great accounting solution for small businesses that need basic bookkeeping, strong invoicing, good mobile apps, and great customer support. Zoho Books is also a good option if you use other Zoho products, as they will all integrate and work together. Zoho Books includes good inventory management capability, though you can also use it if you sell services instead of products. Items can be tracked in different units of measurement, and you can add both the selling price and the cost price to any item entered into inventory. However, you’ll need to remember that once you create a transaction for a product, you cannot turn the inventory tracking feature off.

Is Zoho owned by Google?

While Zoho is not owned by Google, they do work with Google to allow one login for both services. You can change this by signing out of google services altogether first, and then creating a new account with them.

When not working on the next article or review, Mary spends time working on her first novel in Rio Rancho, New Mexico, where she lives with her family, two dogs, and two birds. During the initial setup, you’ll enter details about your business, including industry and business type. Then you can add tax details, or just connect to Avalara, a good idea, particularly if you sell outside of your home state. Connecting with Avalara also ensures that you’ll be taxing your customers at the correct rate. The time tracking function in Zoho Books lets you create a project and then access the timesheet feature to track all of the time spent on that project. You can enter time manually, or start the timer to track your time automatically. Zoho Books is your smart, easy-to-use online accounting software that fulfills your accounting needs.

Client portal

In addition to the features in the Standard plan, this plan has purchase ordering and inventory-tracking tools, lets you create sales orders, and supports multiple currencies. Small business owners, especially those with few employees, have a lot on their plate. They need to issue invoices, send reminders for those invoices, make payments, and track expenses and projects. They often need to do it on a budget, and to cap it off, they typically need to do it all by themselves.

  • The live chat reps are quick to respond, helpful, and refreshingly knowledgeable about the software .
  • We are happy to hear that Zoho Books helps you to manage the business with ease.
  • The software also allows you to track and invoice billable expenses.
  • Or we can just send it to them easily without even having to ask an accountant to print things out.
  • Like invoicing, you can add recurring bills as well, and when you return an item, you can record the vendor issued credit in the Credits option.
  • When you view a transaction, Zoho’s audit trail shows you when it was created, if it was converted to or from another type of transaction, and if the transaction has been updated, sent or paid.

Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor for both the Online and Desktop products, as well as a CPA with 25 years of experience. He most recently spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. Zoho Books boasts its unbeatable mobile application which contains all essential features that businesses need, at least when they are on the road. As reflected in the table below, Zoho Books has all the features we look for in good mobile accounting software. IPhone & Android enabled apps for mobile invoicing, and supports project time tracking, multiple languages & multiple currencies and fully customisable invoice templates.

Your Finances With ZOHO Products

Despite its invoice limitation particularly in the Free and Standard plans, you may find Zoho Books as good as, if not better than, QuickBooks. Zoho Books offers a free plan and three paid subscriptions with prices that start at $20 per organization, per month and go up to $70 per organization, per month. The main differences between the plans include the number of users and invoices and the inclusion of advanced features, such as recurring payments, inventory tracking, budgeting, and custom reporting. The Free plan is available for businesses with less than $50,000 in annual revenue.

The template gallery has more invoice customization options than most accounting programs offer. You can choose from 16 templates, several languages and multiple fonts. You can also add your logo and a background image and select colors for the background, accents, your company’s name, customer name and the rest of the text on the page. Other document types, such as estimates and payment receipts, are also customizable. Inventory tracking is essential for goods-based businesses.


Finance teams can stay on top of their account activities and get precise cash flow predictions as well as balance mismatches, expected recurring payments, and past reconciliations. Stay updated on the latest products and services anytime anywhere.

zoho accounting

Realistic Goals and TimelineEncaptechno understands the core challenges and cultural nuances to deliver within realistic timelines, and we have served customers across time zones and cultures. If you’re migrating to Zoho from another platform, there’s a comprehensive migration guide that offers step-by-step instructions on how to switch over to Zoho Books easily. They also like how they can get reports on different modules like sales, track sales by salesperson, and assess the performance of each employee. Zoho Books is a little difficult to learn how to use, which makes it an unsuitable option for companies that need to get up and running quickly. But if you have the time to learn the full capability of the software, then this shouldn’t be a problem.

You can enter a statement balance manually when reconciling your bank account, which is important since it enables you to perform a reconciliation even if you don’t import your bank activity. This is a surprising rarity among the software we’ve reviewed. After reconciling your bank transactions, you can see your detailed reconciliation status reports, including matched and unmatched transactions.

You can save your reconciliation before completion and return to it later. The only issue we found is that there’s no option to enter monthly service fees as part of your reconciliation, so you’ll need to enter the fees in a separate transaction before reconciling. Merchant Maverick’s ratings are editorial in nature, and are not aggregated from user reviews. Each staff reviewer at Merchant Maverick is a subject matter expert with experience researching, testing, and evaluating small business software and services.

You can organize your inventory with information like SKU, product image, vendor details, cost, and more. You can also set up to receive alerts before the stock level falls below your minimum. If you have low stock of your items, you zoho books login can convert your sales order to a Purchase Order. Purchase Orders track the items ordered by a client, as well as the agreed-upon price with the vendor. Similar to Sales Orders, Purchase Orders can also be converted into invoices.

  • • The start time while logging time in your timesheet will now be auto-populated based on the end time of your previous time entry.
  • Most Zoho products cost an additional fee, though some have free plans with limited functions.
  • Zoho Books supports transactions in multiple currencies and enables you to sell your products and services globally.
  • Finally, you can connect to a variety of online payment apps.
  • The free trial lets you explore the full-featured Premium plan, while the demo account lets you perform limited actions.
  • From here, they’ll be able to accept estimates, pay invoices, leave reviews, and more.

The Purchases function offers a ton of features, including good vendor management and custom fields to track additional details. Payment terms and currency preferences can be assigned to vendors — a great option if you sell your products globally. QuickBooks Online’s $80-per-month plan to access in-house inventory management, for example, all Zoho Books plans include free inventory tracking for businesses with 50 orders or less per month.

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 downsides of each product. For automation specifically, we focused on the number of processes that could be https://www.bookstime.com/ automated via built-in tools, as well as the ability to create custom tools. Online help resources include FAQs and a searchable knowledge base. In-house coders are also available to help less tech-savvy business owners make the most of Zoho’s automation abilities.

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  • The accounting professionals can assist with everything from 1099 tax filing and bank reconciliations to payroll.
  • As a whole, Zoho Books is an excellent tool for new businesses and organizations.
  • Zoho requires coding abilities in order to make the most of its automation features, which may be challenging for business owners who aren’t tech-savvy.
  • Accounting software makes this process easier by keeping everything you need in one place.
  • In addition to the features in the Standard plan, this plan has purchase ordering and inventory-tracking tools, lets you create sales orders, and supports multiple currencies.