Zoho Books

Zoho Books is a cloud-based accounting service that enables businesses of all sizes to modernize their finance, tax, and business automation workflows directly on any modern Windows PC and iOS/Android mobile device.



It offers an incredible variety of basic features like invoicing, expense tracking, and inventory management, and empowers business managers and accountants to customize their daily operations and financial tracking with a wide array of advanced services such as project time tracking, automated workflows, time-tracking, multi-currency support, and more.

Built from the ground up to be an end-to-end accounting solution for even the most demanding businesses, this popular accounting service is today accessible not only via any browser but also as a native Windows 10 app that can be downloaded in mere seconds from its official Microsoft Store page for free.

And yes, this highly scalable service scales from the largest multi-national companies to the single home accountants that can manage invoices, track expenses, gain insight from reports, and take advantage of many other notable services via the FREE access tier.



Key Features

• Fully featured invoicing.
• Enterprise-grade expense tracking.
• Advanced inventory management.
• Streamlined user interface.
• Project time tracking.
• Automated workflows.
• Advanced reporting and budgeting.
• Comprehensive support for 3rd-party app integrations.
• Streamlined integration for the Zoho suite of apps.
• Native iOS and Android apps.

How to Use

After signing up for this service, users can set up their business profiles and start creating invoices, tracking expenses, and managing inventory in minutes. Daily workflows can be dramatically accelerated by setting up automated repetitive tasks and gaining insight from an excellent reporting service.

The app can easily integrate with wide variety of business platforms and apps, including large selection of Payment Gateways (PayPal, Stripe, Razorpay, 2checkout), cloud storage services (Box, Google Drive, One Drive, Dropbox, Evernote), G Suite apps, Zoho Apps (Zoho Docs, Zoho Expense, Zoho CRM, Zoho Analytics, Zoho Projects, Zoho Inventory, Zoho People,…), and other popular apps (Slack, MS Office, Twilio, Uber for Business, Temponia…).



User Interface

Zoho Books has a clean and intuitive interface with a streamlined dashboard that provides a quick overview of finances and current business tasks.

The navigation across the main interface is done via a tabbed section located on the far left edge of the app, including Dashboard, Contacts, Items, Banking, Sales, Purchases, Time tracking, Accountant, and Reports.

Each of those sections hides a multitude of enterprise-grade accounting tools. The Sales tab, for example, is home to the main data listing screen and tools for Estimates, Retainer Invoices, Sales Orders, Packages, Invoices, Payment Received, Recurring Invoices, and Credit Notes.



FAQ

What is Zoho Books for PC?
It is an online accounting software with a wide array of scalable tools that can accelerate accounting, invoicing, and inventory management procedures for businesses of all sizes, from home accountants to multinational brands.

Is it safe?
100% yes. This web-based service uses SSL encryption to ensure the security of data and the integrity of internet transfers.

Can this cloud service be accessed outside of the web browser?
Yes, the web interface of this app can be accessed via a standalone Windows 10 app and native iOS/Android apps for mobile devices.

Alternatives

QuickBooks - A comprehensive accounting solution for small businesses with a wide variety of accounting tools.

Sage Accounting - Easy accounting cloud software for small businesses!

FreshBooks - A popular accounting software designed for freelancers and small businesses.

Pricing

Users can not only test all functions of this advanced accounting suite during a 14-day free trial, but also they can take advantage of the free tier of use that is streamlined for single accountants and a limited number of invoices (1 thousand per year).

Free - $0 /month

• Create invoices, quotes, expenses & journals
• Sales receipts
• Mileage tracking
• Accept online payments
• Manage credits and refunds
• Enable self-service customer portal
• Automate payment reminders
• Bank reconciliation
• Setup recurring invoices
• P&L, Balance Sheet & 50+ Reports
• Manage tax rates and tax groups
• Generate tax summary reports

Standard - $12 /month

Everything in Free, plus:

• Progress invoicing (New)
• Connect bank feeds
• Generate divisional reports with reporting tags
• Setup recurring expenses
• Enable transaction period locking
• Early payment discount
• Retention payments (New)
• Add custom fields
• Create custom reports
• Create journal templates
• API Access

Professional - $24 /month

Everything in Standard, plus:

• Manage vendor bills and payments
• Track sales and purchase orders
• Record multi-currency transactions
• Bill timesheets
• Project profitability
• Manage retainers
• Track inventory
• Create price lists
• Setup sales and purchase approvals
• Customize business workflows
• Collaborate with users (chat, voice, video and screen sharing)
• Create custom user roles

Premium - $36 /month

Everything in Professional, plus:

• Fixed asset management (New)
• Manage budgets
• Cashflow forecasting
• Enable self-service vendor portal
• Set up custom domain
• Create business-specific custom modules
• Add custom button
• Create custom field validation rules
• Embed contextual web pages/apps
• Manage custom functions

System Requirements

Zoho Books is a web-based platform and can be accessed on any device with an internet connection. A standalone app that loads the same web interface can be downloaded on Windows 10 and Windows 11 PCs.

PROS

• Comprehensive accounting features
• User-friendly interface
• Excellent automation capabilities
• Extensive integration with external and Zoho apps.
• Accessible from mobile devices.

CONS

• It can be complex for beginners.
• The free version offers limited functionality.

Conclusion

Zoho Books is a comprehensive and user-friendly accounting software that offers a wide range of features and is a great choice for businesses of all sizes.