ZOHO BOOKS
Online accounting software.
Zoho Books is accounting software that allows you to manage your finances, prepare your tax returns, automate business workflows, as well as help you work collaboratively across departments.
FREE
1 user + 1 accountant-
Manage clients
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Manage Invoices (Up to 1,000 per year)
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Customer Portal
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Automate payment reminders
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Online/Offline Payments
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multilingual billing
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Credit notes
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recurring bills
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Add multiple bank and credit card accounts
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Expense and mileage tracking
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Add multiple bank and credit card accounts
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Import of bank and credit card statements
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Banking rules and reconciliation
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Chart of accounts and subaccounts
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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 method
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schedule reports
STANDARD
Invite 3 users-
Includes everything in Free +
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Manage Invoices (Up to 5,000)
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recurring expenses
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Go online and get bank and credit card sources through bank source provider
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Predefined User Roles
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Track project expenses and invoice
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project tasks
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Transaction blocking
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massive updates
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custom views
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Custom Fields
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report labels
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Time sheet and billing
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10 Custom Reports
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open APIs
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open APIs
PROFESSIONAL
Invite 5 users-
Includes everything in Standard +
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sales approval
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advance invoices
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Bills
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Payments made
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supplier credits
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recurring bills
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Sales orders
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purchase approval
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purchase orders
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Basic handling of multiple currencies
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currency settings
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stock tracking
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Price list
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download costs
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custom functions
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Timesheet Approval
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Timesheet - Customer Approval
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Contextual Talk
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Prepayment 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
PREMIUM
Invite 10 users-
Includes everything in Professional +
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3 branches
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custom domain
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Suppliers portal
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Multiple Transaction Number Series
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Budget
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custom buttons
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validation rules
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Related Lists
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web tabs
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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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Cash Flow Forecast Report
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record lock
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Tax Rules
ELITE
Invite 10 users-
Includes everything in Premium +
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Unlimited custom reports
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Advanced handling of multiple currencies
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Advanced inventory control
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Integrate Shopify Stores (Up to 2 stores)
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Warehouse Management (Up to 5 warehouses)
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Serial Number Tracking
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lot tracking
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print shipping label
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shipment tracking
ULTIMATE
Invite 15 users25 custom modules
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Includes everything in Elite +
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advanced analysis
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View reports and dashboards in real time
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Analyze and track key financial metrics
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Customize reports and dashboards
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Analyze Zoho Books data alongside other data sources
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Create reports collaboratively with colleagues
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Export and print reports as Excel or PDF
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Embed reports in websites/apps
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Records/rows (5 million)
Local taxes (VAT, goods and services tax, etc.) will be charged in addition to the prices mentioned.
Benefits
Experience the convenience of the cloud
Skip the spreadsheets and take your practice to the cloud, for free. Our automatic backups and security controls ensure the safety of your data, no matter where you work.
Increase your visibility
As a Zoho Consulting Partner, you can increase your visibility and generate a steady stream of new leads when you list your practice in our accountant's directory.
integrate and collaborate
Zoho Books works well with other Zoho applications, helping to manage all aspects of a business in the cloud, making collaboration between departments easy.
Get a dedicated account manager
Interact with a dedicated account manager and manage all your accounts through a single point of contact.
FAQ
You can create 10,000 invoices on the Professional plan, 25,000 invoices on the Premium plan, and 100,000 invoices on the Elite and Ultimate plans in a year in Zoho Books.
You can create 5,000 invoices for Standard plan, 10,000 invoices for Professional plan, 25,000 invoices for Premium plan, and 100,000 invoices for Elite and Ultimate plans in a year in Zoho Books.
The Zoho Books Free plan is free forever as long as your income is below the $50,000 threshold for the tax year.
No! Zoho Books is a pay-as-you-go service, so you are not subject to any contract or commitment to remain a subscription. You can cancel your subscription at any time if you feel that you are not satisfied with our product or service. By canceling your subscription, you can get a full refund as per our company's refund policy.
You can schedule a total of 5 reports on the Free plan, 5 reports on the Standard plan, 50 reports on the Professional plan, and 200 reports on the Premium, Elite, and Ultimate plans.
Yes absolutely. You can have multiple companies such as different organizations associated with your Zoho Books account.
Yes, Zoho Books protects your transactions using SSL encryption and the two-factor authentication method.
You can add up to 10 users on the Zoho Books Premium plan. If you need additional users, you can purchase the Zoho Books User Add-on at $3 per user per month or $2.5 per user per month billed annually.
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