Zoho Books Pricing, Features, Reviews [Complete Breakdown]

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zoho books pricing

Last Updated: April 2024

Welcome to our comprehensive guide that delves into Zoho Books pricing.  

Zoho Books is an intuitive and powerful accounting software designed to streamline your financial management. In this breakdown, we will not only explore Zoho Books’ pricing structure but also delve into its extensive range of features that cater to businesses of all sizes. 

Whether you’re a solopreneur, a small business owner, or a part of a larger enterprise, understanding the costs and capabilities of software like Zoho Books is crucial for informed decision-making. 

Join us as we explore Zoho Books pricing tiers, features, and real user reviews, allowing you to grasp the essence of Zoho Books and how it can elevate your accounting processes.

What are Zoho Books?

Zoho Books is an online accounting software designed to help small and medium-sized businesses manage their financial operations efficiently. It was developed by Zoho Corporation, which is known for creating a suite of business software solutions. 

Zoho Books offers a range of features and tools to streamline accounting and financial management processes, making it easier for you to handle tasks like invoicing, expense tracking, financial reporting, and more.

zoho books pricing
Source: Zoho Books

Overview of Zoho Books pricing plans

PlanFreeStandard Professional PremiumEliteUltimate
Price$0

$15/month

(Billed annually)

$40/month

(Billed annually)

$60/month

(Billed annually)

$120/month

(Billed annually)

$240/month

(Billed annually)

Users1 user + 1 accountantInvite 3 usersInvite 5 usersInvite 10 usersInvite 10 usersInvite 15 users
FeaturesManage Invoices (Up to 1,000/yr)Manage Invoices (Up to 5,000/yr)Track Project Expenses & InvoiceCustom DomainUnlimited Custom Reports Advanced Analytics
 Customer Portal Recurring Expenses Project Tasks Vendor Portal Advanced Multi-currency HandlingView Real-time Reports & Dashboards
 Online/Offline PaymentsConnect & fetch bank feedsTimesheet and BillingMulti-Transaction Number SeriesAdvanced Inventory ControlExamine the data from Zoho Books in conjunction with information from additional data sources.
 Automate Payment RemindersPredefined User RolesSales ApprovalBudgetingIntegrate Shopify Stores (Up to 2)Collaboratively create reports with colleagues
 Multi-lingual InvoicingBulk Updates Retainer Invoices  Custom ButtonsWarehouse Management (Up to 5) You can export and print reports as Excel or PDF
 Credit NotesTransaction Locking BillsValidation RulesSerial Number TrackingEmbed reports in websites/applications
 Recurring InvoicesCustom ViewsPayments MadeRelated ListsBatch TrackingRecords/Rows (5 Million)
 Expenses & Mileage TrackingCustom FieldsVendor CreditsWebTabsPrint Shipping LabelSupport: Email, Voice, Chat
 Bank Rules & ReconciliationReporting Tags Recurring BillsWorkflow Rules (Up to 10)Shipment Tracking 
 Chart of Accounts & Sub-accountsTrack Sales TaxSales Orders 25 Custom ReportsSupport: Email, Voice, Chat 
 Manual JournalsPayment GatewaysPurchase Orders   
 Reports10 Custom ReportsPurchase Approval   
 Invoice CustomizationCustom Financial Report GeneratorBasic Multi-currency Handling   
 Manage 1099 ContractorsIntegrationsAutomatic Exchange Rates   
 Payment GatewaysAvalara, Zendesk, Zoho People, Zoho ProjectsCurrency Adjustments   
 Schedule ReportsSupport: Email, Voice, Chat Stock Tracking   
 Integrations Price Lists   
 Zoho Apps Landed Costs   
 Other Apps Custom Roles   
 Support: Email Timesheet Approval   
   Timesheet – Customer Approval   
   Contextual Chat    
   Retainer Invoices for Projects   
   Project Profitability   
   Journal Templates   
   Workflow Rules (Up to 10)   
   25 Custom Reports   

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A detailed breakdown of Zoho Books Pricing and Features

1) Pricing

a. Standard Plan ($15/month): Accommodates up to 3 users and supports managing up to 5,000 invoices annually. 

    • Features: Manage recurring expenses, project tasks, custom fields, payment gateways, and expanded support options. 
    • Integration: Offers integration with services like Avalara and Zendesk.

b. Professional Plan ($40/month): It is suitable if you need comprehensive accounting capabilities and brings substantial value, allowing five users and up to 10,000 invoices per year. 

    • Features: Offers advanced features including retainer invoices, bill management, recurring bills, currency adjustments, stock tracking, and more.

c. Premium Plan ($60/month): Supports up to 10 users and 25,000 invoices adds customizability with fields, reports, and buttons, along with a vendor portal. 

d. Elite Plans ($120 per month): The Elite plan enhances inventory control with advanced tracking, integration with Shopify, and warehouse management for up to five locations.

e. Ultimate Plan ($240 per month): The enterprise-level solution supports up to 15 users and focuses on advanced analytics. 

    • Features: Get access to real-time dashboards, customized reports, collaboration features, and integration capabilities to combine Zoho Books data with third-party information.

Zoho Books also offers a Free Plan with certain limitations. If your business makes less than $50,000 annually, you can use this plan. It allows one user, one accountant, and management of up to 1,000 invoices per year. 

Despite its limitations, the free plan includes features like a client portal, online/offline payments, multilingual invoicing, and integration with other Zoho apps.

User Review

“Zoho books make accounting and bookkeeping easy for small businesses. The pricing itself is more affordable than other such services.”

Suman B.

Source: Zoho books

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2) Bookkeeping

The platform offers automatic bank reconciliation, manual transaction input, and bank statement imports. Advanced features like inventory management are found in the Professional and Premium plans. 

However, certain capabilities like receipt scanning require an extra add-on (with a 14-day trial) and fixed asset recording involves creating a journal entry. Despite these considerations, Zoho Books remains a top choice for core bookkeeping functions.

User Review

As an auditor, it was easy for us to gather all information regarding a particular transaction like date, amount, party involved, mode of payment all at one go and mainly reliability of bookkeeping.”

Ayesha T.

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3) Accounts Payable

Zoho Books demonstrates strong performance in accounts payable functions. While the platform encompasses all these features to some extent, they are exclusively accessible in higher-priced plans.

Indeed, attributes such as billing tracking, recurring bills, multi-currency support, and bill scanning are confined to the Professional plan and higher tiers. This means if you opt for the Standard plan, you won’t have access to these features. 

Nevertheless, priced at just $40 per month, the Professional plan delivers these capabilities at a reasonable cost.

User Review

“It’s not really a “problem,” but Zoho Books is our one-stop shop bookkeeping software, so it straightens out all of our accounts receivable and payable, invoices and estimates.”

Verified User in Information Technology and Services

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4) Accounts Receivable

Zoho Books encompasses functions like keeping a record of your clients, accepting payments online from clients, creating and dispatching invoices and estimates, as well as sending payment reminders. 

The lone area where Zoho Books could improve is in not providing the capability to track invoices, a potential deal-breaker for specific businesses. Nonetheless, given its overall functionality, Zoho Books remains highly rated.

User Review 

“The entire account payable and receivable is managed through Zoho books. This has reduced the load of manual work on the team, we are also able to automate the payment pending reminders to customers which have had a positive impact on cash recovery.”

Prasad A.

That concludes our detailed breakdown of Zoho Books’ pricing and features. Moreover, if you’re in search of an encompassing solution for automating customer service, we suggest looking into Saufter. 

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Want to automate your customer service?

Saufter is a comprehensive platform that serves as your go-to resource for efficient and automated customer support.

As a unified helpdesk software, it equips you to adeptly handle customer queries across diverse communication channels like email, live chat, social media, and phone.

Key features

    • All-in-One Helpdesk Software: Saufter provides a holistic approach to skillfully managing multiple customer support channels.
    • Self-Help Portal for Login Concerns: Empower customers to independently tackle login issues via the self-help portal.
    • Tailored Automation: Customizable automation capabilities for tasks ranging from resolving login problems and addressing plan change requests to navigating settings and reporting bugs.
    • Automated Follow-Ups and Ticket Management: Automate follow-ups with customers for tasks like pre-purchase inquiries or urgent concerns, alleviating team workload and boosting efficiency.
    • Automated Review Collection: Automatically request reviews from content customers, ensuring positive feedback on platforms like G2 without manual intervention.
    • Operational Insights: Acquire performance insights through operational metrics, furnishing valuable data on organizational activities.
    • Integration of Customer Support Channels: Saufter integrates various communication channels, including emails, live chat, social media, and phone, ensuring seamless customer support.

Final Thoughts

In wrapping up this comprehensive breakdown of Zoho Books pricing, features, and reviews, it’s evident that Zoho Books stands as a versatile and user-friendly solution for financial management. 

The well-structured pricing options cater to various business sizes, while the wide range of features underlines its commitment to efficiency. Real user reviews validate its reliability. So take your time to review the software and see if it fits your unique requirements. 

Furthermore, for an enhanced customer service experience, Saufter presents itself as a valuable option. Through its unified helpdesk software, Saufter simplifies customer interactions across multiple channels, effectively enhancing operational efficiency. 

Noteworthy features, such as self-service portals and automated workflows, empower customers and alleviate the burden on your team. 

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