Zoho Books Review 2025

Zoho’s mobile app also allows you to create and view your business reports just like the web app, further highlighting the convenience of this cloud-based accounting software. Zoho Books is much more than an end-to-end accounting software solution. It also offers inventory tracking features that can help you monitor stock levels so that you can ensure that your product is always in stock. Luckily, most accounting software providers have plans that start in the $20-$25 per month range and don’t charge per user, making them accessible for businesses on a budget. That said, always evaluate features against price, since you might find the same tools for slightly less with a competitor. Zoho Books also has one of the most comprehensive mobile apps of any providers.

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AccountEdge users describe the product as an affordable alternative to QuickBooks, offering comparable features for small businesses at a lower cost. They appreciate its cross-platform compatibility on Mac and Windows. The desktop and online versions of AccountEdge’s accounting software support payroll management and account reconciliation, as well as UPS integration and links to Shopify stores.

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• It is important that all financial information submitted to the IRS is accurate.
• We tested Zoho’s onboarding process and found that adding new users is extremely easy.
• If you have numerous employees submitting expenses constantly, having automated workflow tools that let you set auto-approval rules can save you tons of time.
• Get your free email ID from Zoho Books for customers and vendors to use to mail documents to you directly.
• We use product data, strategic methodologies and expert insights to inform all of our content to guide you in making the best decisions for your business journey.
• Zoho also features its own scripting language that will likely delight tech-minded users but may discourage less tech-savvy ones.

We also like that Zoho’s coders can help less tech-inclined business owners build what they need to automate additional functions. As a business, we need to generate revenue to sustain our content. We have financial relationships with some companies we cover, earning commissions https://www.theclintoncourier.net/2025/12/19/main-advantages-of-accounting-services-for-startups/ when readers purchase from our partners or share information about their needs. These relationships do not dictate our advice and recommendations. Our editorial team independently evaluates and recommends products and services based on their research and expertise. However, if you choose to do your startup accounting manually, you will need to record all transactions in the general ledger.

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Taking the time to trial the software and ask these questions can help prevent costly migrations down the line. Zoho Books offers a 14-day free trial for you to test before you commit. We considered whether the service offered a free trial, how low its starting price was and the range of costs between its lowest tier and highest tier price. Those that offered a free version fared better in our rankings as did those whose starting price fell within what we considered to be an affordable or moderate price range. After being uploaded, all of your receipts are searchable and able to be converted into expense reports right from the app. We cover all insurance-related topics helpful for small business owners.

• Expense management software should be able to integrate with existing accounting, banking, and HR platforms.
• At its core, it handles the essentials like invoicing, expense tracking, tax management, and financial reporting, but it goes beyond the basics by offering smart automation features.
• The free plan works for startups under $50k annual revenue, and paid plans start at just $15/month.
• And if that’s not enough, you can also integrate Zoho Analytics with Zoho Books to get access to even more reports and in-depth data in real-time.
• The Xero mobile app puts the most common accounting operations within easy reach from any location.

Simplify batch payments, reduce manual work, and enhance overall efficiency in managing vendor payables, right from within Zoho Books. Are you a startup and looking for a T&E software to scale up when you grow? Ensure accounting services for startups software has real-time reporting capabilities for founders and investors to have faster access.

You can set up custom rules so repetitive tasks take care of themselves. For instance, recurring invoices for subscription-based businesses are automatically sent out, and transactions can be auto-categorized based on past behavior. Imagine running a co-working space; you do not need to manually bill members every month; Zoho handles it while you focus on growing the business. With an intuitive interface requiring minimal training, Zoho Expense boosts employee adoption and reporting compliance rates. The software pays for itself by cutting reimbursable spending by up to 10% and speeding up report processing by over 75%.

• Zoho Books includes solid built-in capabilities like receipt uploads, expense categorization and recurring expenses.
• Templates cover profit and loss reporting, income and billing statements, general ledger, expense reports and bank reconciliation.
• Centralize revenue metrics so product and sales work from the same numbers.
• More often in a startup, employees multitask and take up various roles.
• Many people use “Zoho Accounting Software” as a general term, but the official product that handles accounting tasks is Zoho Books.
• However, in general, it has a decent list of integrations for the lower cost tiers.

Plans start at $12 per user, per month, which could get a bit pricey if you have a larger company. Yes, Zoho Books is secure and it protects your privacy, information, and financial data with security measures like SSL, two-factor authentication, and IP restrictions. Let’s take a look at what existing Zoho Books customers have to say in their reviews about their experience of using this platform. This may not be very favorable for small businesses that could lack the financial resources for the Professional plan or may not need the many other features it provides.

You can also manage all your estimates under a single dashboard and track all the negotiations, discounts, and more in the estimate history section. Yes, Zoho Books is a legitimate accounting service with secure payment methods. That said, we encountered issues when using FreshBooks’ emailing tool. It wasn’t clear how to send messages to clients and we didn’t get much of a warning before messages were sent off, which could lead to accidental sends. Xero could be more user-friendly, especially when it comes to layout, as we’ve noted above.

Unlike most competitors, with FreeAgent, businesses get access to unlimited users, invoices, expenses and advanced reporting tools, right from the start. It’s also one of the only accounting software platform on this list that doesn’t offer a time-tracking tool as part of its standard features, although you can get it as a paid add-on. QuickBooks is a universal giant in the industry and has been for years.