The most popular plans are the $15-per-month Standard plan and the $40-per-month Professional plan. Not all of the issues with Zoho Books can be chalked up to the complexities inherent to accounting tools. Our testers found that the search bar didn’t effectively guide them to the information they needed, turning it into a source of frustration. You’ll likely face a bit of a learning curve when first attempting to figure out how to accomplish all your accounting tasks. The platform also excels at playing nice with other apps and services you may rely on. The Documents feature in Zoho Books will help you streamline and store all your documents in one place.
- With the Banking module, you can learn how to set up your bank or credit card account in Zoho Books, receive bank feeds, reconcile transactions, and perform various other banking operations.
- Record time using timesheets and bill your customers for the projects you create for them.
- Easily organize and access important documents for your business.
- Additionally, set budgets for tasks, staff, or total hours spent.
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The Reports Accounting Errors module in Zoho Books contain 40+ reports related to your business, accounting and taxes. Transaction Approval allows you to verify and approve the transactions that your employees create in Zoho Books. You can choose which users get access to this module by giving them the required level of access. Collect advance payment from your customers for long-term projects.
Efficient inventory and stock management
Instantly send purchase orders to preferred vendors for efficient restocking. Easily organize and access important documents for your business. Attach receipts to expenses or bills, enable auto-scan for quick transaction creation, and sort documents into custom folders for quick access. Have a bookkeeping command over your payables and vendor relationships. Manage vendor bill payments, track outstanding amounts, and easily record any incurred expense. Record lockingLock your invoices and credit notes, and only allow users with relevant permission to edit or delete them.
- Zoho Books offers free customer support over email, phone, and chat.
- In other words, it’s best for any small, medium, or large business that needs to balance its books every quarter.
- With twice as many plans as most competitors, it gives businesses the flexibility to choose the exact tools they need.
- Below is how each feature performs and when it’s worth using.
- Resources are plentiful as well, with both video tutorials and webinars available to users.
- Verify your transactions before you send them out and ensure they are free of errors.
User roles
Select a language for your interface based on your business location. Send transaction documents, create email templates, and setup self-service portals in the preferred language of your diverse customers and vendors. Craft customized processes that cater specifically to your unique business requirements. With personalized settings, custom fields, custom templates and custom reports, you can adapt our system to suit your business needs.
Sales Orders
- It is simple enough for freelancers who just want clean books, but detailed enough for growing companies ready to dig into reports and workflows.
- Send project quotes quickly, accommodate partial payments, and log time.
- Your bookkeeping software should allow you to access your data even after your subscription is over.
- Zoho Books is cloud accounting software built for people who want real control over their finances without the learning curve.
Plus, there are no user limits on any plans – unlike Zoho Books, which caps users at three for its Standard plan and five for its Professional one. Catch up on CNBC Select’s in-depth coverage of credit cards, banking and money, and follow us on TikTok, Facebook, Instagram and Twitter to stay up to date. You can track your business financials on your own, especially if your business situation isn’t too complex. However, using software or hiring an expert can help reduce the likelihood of error. Business owners can choose from Zoho Books’ Standard, Professional, Premium, Elite and Ultimate plans. There’s also a Free plan option, which is ideal for when you just have one person who needs account access.
- Read on for more details to help you decide if Zoho Books is right for your business.
- QuickBooks doesn’t offer a completely free plan like Zoho Books does, a mark against the service if cost is your biggest concern.
- I switched to Zoho Books from QuickBooks since it was cost effective.
- Craft customized processes that cater specifically to your unique business requirements.
We consider it the best small business accounting software. Zoho Books’ invoicing tools stand out for their flexibility and ease of use. You can customize templates with your company logo, adjust fonts and layouts, and send invoices in your customer’s language and currency while receiving payment in your own. In testing, I found the workflow from creating multilingual invoices to processing secure online payments or checks all very intuitive. The free plan includes 1,000 invoices a year, while higher-tier plans expand invoice limits to thousands per month, making it a practical fit for both freelancers and growing businesses. Most of the accounting platforms that made our best accounting software for small businesses include core features like invoicing, expense tracking, bank reconciliation and reporting.
