Zoho Books Reviews, Pricing, And Features

Table of Contents
zoho books review

Last Updated: April 2024

Looking for insights on Zoho Books? Look no further! In this comprehensive Zoho Books review, we’ll dive deep into Zoho Books, exploring its pricing, features, and why it’s the go-to choice for businesses worldwide.

But first, did you know that Zoho Books boasts an impressive 4.5/5 rating on G2 Crowd?

Now, let’s embark on a journey to uncover how this stellar accounting software can transform your financial management game.

Zoho Books Pros & Cons

This table provides a quick overview of the advantages and disadvantages of using Zoho Books for your accounting needs.

ProsCons
User-friendly interfaceLimited customization options
Affordable pricingAdvanced features in higher tiers
Robust invoicing featuresSteeper learning curve for beginners
Multi-currency supportMobile app can be improved
Integrations with appsLimited phone support hours

[Back to top]

Zoho Books Reviews on Pricing & Features

1. Pricing (Rating ⭐/5, 20 Reviews)

Zoho Books offers a range of plans to suit every business. If your annual revenue is less than $50,000, the Free Plan is a robust choice, providing features like customizable invoicing, client portals, payment gateways, and expense tracking for up to 1,000 invoices annually.

For more advanced features, there are five paid plans starting at $15/organization/month when billed annually, with the highest tier at $240/organization/month. These plans cater to businesses of all sizes, ensuring flexibility in your accounting needs.

zoho books review

Additionally, Zoho Books offers useful add-ons such as user licenses at $2.5/user/month, advanced auto-scans for $8/month (50 scans), and Snail mail services at $2/credit.

And the best part? You can explore Zoho Books with a risk-free 14-day free trial to see how it fits your business needs.

User Reviews

The price of Zoho Books is very reasonable.” – Mark Z, small business.

Zoho Books is a total cloud-based accounting application with all the necessary features like contact management, invoicing, billing, manual journal entries, capabilities to generate financial statements, tax features, etc at a very low cost.” – user, small business.

2. Zoho Books Dashboard (Rating ⭐4.8/5, 11 Reviews)

The Zoho Books Dashboard offers a quick overview of your company’s income, expenses, current, and overdue receivables/payables, and cash flow. It presents this vital information at the top of the screen, using both numbers and graphs, making it clean and easy for you to understand.

User Review

It is straightforward to use. It has a dashboard that summarizes all system entries in the form of graphics.” – Rudolf N, small business.

3. Customer Support (Rating ⭐4.7/5, 14 Reviews)

Zoho Books’ customer support responds through channels like email, live chat, and a knowledge base, ensuring you have the assistance you need for a seamless experience with their software. They are readily available to help with any inquiries or issues you may encounter.

User Review

Additionally, the customer support provided by Zoho is top-notch. They also provide email and phone support for more complex issues.” – user, mid-market.

4. Inventory Management (Rating ⭐4.4/5, 14 Reviews)

zoho books inventory

With Zoho Books’ inventory management, you can easily track your inventory by indicating your preference for inventory tracking. This unlocks fields for opening stock, opening stock rate per unit, reorder point, and your preferred vendor, making it effortless to manage your inventory efficiently.

User Review

it helps businesses manage their inventory and projects more effectively by providing inventory management and project management tools.” – user, mid-market.

5. Automation (Rating ⭐4.8/5, 7 Reviews)

Some powerful automation capabilities save you time and effort. For instance, you can automate recurring invoices to be sent automatically on specific dates, reducing manual work and ensuring your clients receive invoices promptly.

User Review

Clean, simple interface with lots of automation to make reporting, budgeting, and managing payments easy.” – user, mid-market.

6. Create & Track Projects (Rating ⭐4.4/5, 4 Reviews)

Zoho Books allows you to create and track projects seamlessly, which is particularly beneficial for businesses. This feature helps you monitor project-specific income and expenses, ensuring better financial control and insight into each project’s profitability.

User Review

It is solving the problem of invoicing and keeping track of project finances, while keeping the book keeping and accounting in the same place” – user, small business.

7. Payroll Support (Rating ⭐4.5/5, 15 Reviews)

With Zoho Books’ comprehensive payroll support, you can efficiently manage employee salaries, deductions, and tax calculations. Ensuring accurate and hassle-free payroll processing is crucial for maintaining employee satisfaction and regulatory compliance.

User Review

Zoho Payroll has all the features that an HR requires at the end of the month to disburse the salaries. It helps to automate the payroll process and get the approvals on time.” – user, small business.

8. Reports (Rating ⭐4.7/5, 11 Reviews)

In Zoho Books, you’ll find a variety of report templates for all major modules, including activity-related reports like activity logs and system mails. You can easily share, schedule, and export these reports in formats like XLS, XLSX, and CSV, making it simple to track and communicate your financial data with others.

User Review

Zoho books is rally helpful in getting the desire report in a particular format also its very easy to manage the account payable.” – user, small business.

9. Mobile App (Rating ⭐4.6/5, 8 Reviews)

Zoho Books’ mobile app is designed for both iOS and Android devices, offering users a seamless experience to manage their finances on the go. With its user-friendly interface, you can access essential accounting features and stay connected to your business anytime, anywhere, whether you have an iOS or Android phone or tablet.

User Review

one is not limited to having a PC around, Web access and mobile app does the job most often.” – user, small business.

Now that you’re well-informed about Zoho Books and its capabilities, let’s seamlessly transition to exploring the world of Saufter, where exceptional customer support solutions await your discovery.

Also, read Zoho Books vs Quickbooks: Which One Fits Best For Your Business?

[Back to top]

Saufter – Get A Single View For All Support Tickets

Saufter empowers you with a unified view of all your support tickets. Say goodbye to scattered inquiries and enjoy streamlined customer support management in one place, boosting efficiency and enhancing the customer experience.

helplama helpdesk

Exclusively designed for e-commerce businesses, Saufter is your solution for streamlining customer service workflows efficiently. It integrates all support channels, offers advanced order scanning, and delivers proactive support, providing a comprehensive suite of tools tailored to your e-commerce needs.

Key Features

    1. One view: Saufter offers a seamless one-view experience, simplifying your customer support tasks with easy scrolling.
    2. Convert support scenarios to self-service: Transform support scenarios into self-service solutions, reducing workload and empowering customers to find answers independently.
    3. Integration: Integrate all your support channels across live chat, email, phone, social media, SMS, Shopify, etc., effortlessly, ensuring you’re always connected with your customers.
    4. 24/7 Order Monitoring: Keep a watchful eye on orders around the clock, proactively addressing delivery issues to prevent customer dissatisfaction.
    5. Effortless Returns and Order Adjustments: Enable buyers to initiate returns, adjust order quantities, change shipping addresses, and request exchanges effortlessly, anytime, and anywhere.
    6. Custom Automation for SaaS: Create custom automation tailored to repetitive customer requests, such as login issues, password resets, plan upgrades, warranty claims, and bug reporting.
    7. Performance Tracking 24/7: Stay informed about your support services’ performance, including team performance, self-service options, customer satisfaction (CSAT), and common user issues, all around the clock.
    8. Smart Alerts: Receive timely notifications about potential customer issues that could escalate into major concerns, allowing you to stay one step ahead.

Upgrade Your Business with Zoho Books Reviews and Saufter!

In your journey to enhance your business, Zoho Books offers an impressive suite of features and flexible pricing, tailored to meet your accounting needs.

But don’t stop there!

To take your customer support to the next level, consider Saufter. With its exclusive focus on e-commerce businesses, this dynamic solution simplifies customer service, offers 24/7 order monitoring, custom automation, and more.

Take the leap and explore Saufter with its 15-day free trial, and watch your business flourish with efficient accounting and exceptional customer support.

Prevent Subscription Cancellations Automatically

Prevent Subscription Cancellations Automatically

Implement anti-cancellation strategies and automate subscription cancellation requests from customers.

AUTOMATE CUSTOMER SERVICE AND REDUCE REFUNDS

Claim Your 6 months of FREE Credits Now!

Get the code. Use anytime in the next 6 months.

Helplama Helpdesk is now Saufter.io!