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ZohoBooks, A Simple Review

by Scott Max
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So, you are considering ZohoBooks.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to ZohoBooks as well as our top picks for the options in this category.

Or, just go straight to Our top picks for Best Accounting Software.

Without further ado, let’s get started.

ZohoBooks Features

ZohoBooks is an accounting platform from Zoho that lets you work collectively and manage your finances. Zoho is well-known for its intuitive business tools and offers the ideal connective ecosystem. With ZohoBooks, you can automate business workflows and stay tax compliant. It provides features for all business sizes and powers up your bookkeeping.

Here are some exclusive features of ZohoBooks:

Invoicing: ZohoBooks offers effortless invoicing and receivables management. You can create polished invoices and accept global payments with a multi-currency platform. Additionally, ZohoBooks lets you create recurring invoices and securely store card information for easy transactions. With ZohoBooks, you can secure your invoices with a digital signature to avoid tampering.

Client and Vendor Portal: ZohoBooks provides a client and vendor portal so you can share recent transactions and accelerate the approval process. Moreover, you can gauge customer satisfaction by asking for feedback and add a layer of authenticity to your estimates by getting digital signatures from your clients.

Banking: With ZohoBooks, you can securely gather transactions from your PayPal and bank accounts, plus do swift reconciliation. You can get accurate cash flow predictions and spot the balance mismatches with ZohoBooks' banking dashboard. Additionally, it lets you categorize transactions automatically, expedite the matching and streamline the tax filing.

Automation: ZohoBooks is an intelligent accounting platform that allows you to automate tedious, error-prone tasks. You can eliminate the repetitive issues and auto-charge cards for recurring transactions. ZohoBooks boosts your productivity by automating your bookkeeping.

Reporting: ZohoBooks' Reports cover your finances from all angles and lets you create robust business plans. You can see expenditures and income, generate business reports and make informed decisions. ZohoBooks is ideal for scheduling customizable periodic reports and organizing data with tags.

ZohoBooks Pricing

ZohoBooks offers 6 Pricing options for its accounting platform.

The "Free" plan is priced at $0 and offers payment reminder automation, a client portal, invoice management and a chart of accounts.

The "Standard" plan is priced at $20/month and offers three user accounts. Additionally, it provides custom fields, sales tax tracking, transaction locking and bulk updates.

The "Professional" plan is priced at $50/month and offers five user accounts. Additionally, it provides sales approval, retainer invoices, vendor credits and multi-currency handling.

The "Premium" plan is priced at $70/month and offers ten user accounts. It also provides a custom domain, vendor portal, budgeting, validation, and workflow rules.

The "Elite" plan is priced at $150/month and offers ten user accounts. Additionally, it provides warehouse management, batch tracking, shipment label printing and Shopify integration.

The "Ultimate" plan is priced at $275/month and offers 15 user accounts. Additionally, it provides 25 custom modules, a real-time dashboard, financial metrics tracking and report collaboration.

ZohoBooks Discounts and Coupons

ZohoBooks currently does not offer discounts or coupons for its accounting platform subscription. However, you can get a better deal by opting for annual billing if you're willing to commit long-term.

ZohoBooks Free Trial

ZohoBooks offers a 14 free trial for its pricing options. Additionally, you can use the free plan and get acquainted with the basic features of ZohoBooks.

ZohoBooks, A Short How-To Guide

Once you login to your ZohoBooks account, you'll be redirected to the Dashboard section. Here you'll see the total receivables and payables, income and expenses, projects and account watchlist.

Click on "Items" to enter the inventory management section inside ZohoBooks. Go to "Banking" to view your financial transactions and perform actions.

Click on "Sales" to view the estimates, retainer invoices, credit notes and sales orders. Go to "Purchases" to manage the vendors, expenses, bills and payments.

Click "Time Tracking" to track projects or create a timesheet for billable hours. Go to "Accountant" to manage manual journals, bulk updates, tax payments, currency adjustments, chart of accounts, budgets and transaction locking.

Click on "Reports" to enter the analytical section. Here, you can select between "Business Overview", "Sales", "Inventory", "Receivables", and "Recurring Invoices".

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