Zoho Books: Accounting on the go

06.12.21 10:26 PM Comment(s)
Zoho Books is an online accounting software solution that manages your finances, keeps you GST compliant, automates business workflows, and helps you work collectively across divisions. Zoho Books provides you complete visibility of your finances and helps you manage the money moving in and out of your business. Zoho Books can simply be defined as accounting for the rest of us.

It includes features like cash flow management, invoicing, including one-off or recurring invoice generation, balance sheet management, inventory management, purchase order management, expense tracking, automated workflow creation, and much more.

Zoho Books is easy-to-understand bookkeeping programming that is an ideal choice for small and developing organizations. It offers various forms and additional items that let you redesign the application to guarantee business development. 

Features of Zoho Books

Send customized invoices to clients, set up recurring invoices and automatic payment reminders, connect to payment gateways to allow clients to pay invoices online.


Create and deliver estimates, track estimate history, collaborate with clients, simply convert estimates into invoices.

Time and project tracking

Trace time using a web platform or mobile app, handle multiple projects, associate expenses with projects, add tasks to each project, and assign them to specific employees.


Connect one or multiple bank accounts and automatically import transactions into Zoho Books, see all account activity on your dashboard, automatically categorize transactions, use Zoho Books best match tool for transactions to accelerate reconciliation.

Expense tracking

Track and categorize expenses, bill expenses to clients, create recurring expenses, attach bills, receipts, and credit notes to particular transactions.

Client portal

Give customers access to the client portal so they can handle their information, approve estimates, pay invoices, leave comments, and receive real-time account alerts. It improves the collaboration opportunities for you and your clients. You can send estimates, interact with clients, and get paid via the portal.


Use dashboard to see total receivables, sales, top expenses, and more; make business reports such as your profit and loss statement, balance sheet, and cash flow statement; make custom reports; share reports with your team; organize reports with tags.


Define multiple taxes, set a default tax rate, calculate sales tax liability for tax time, track contractor payments and file 1099s, integrate with Avalara to get current tax rates and exemptions automatically.


Zoho Books includes SSL encryption and two-factor authentication to make sure your transactions are secure.


Download the Zoho Books app for smartphone or tablet to track time, send invoices, and view account information anytime and anywhere.


Integrate with other tools within the Zoho Suite, such as Zoho CRM, Zoho Inventory, or Zoho Subscriptions; connect your Zoho Books account to third-party platforms like Zapier, Square POS, Evernote, Slack, Stripe, PayPal, and more.

Customer support

Access customer support via email, live chat, or phone 24 hours a day, five days a week, as well as utilize the support resources on the Zoho Books website

Zoho Books stands out as a good option for small businesses beyond its affordability, thanks to its ability to automate lots of accounting tasks. That frees you up to focus on what you do best – running your business. Estimates and sales orders can quickly be converted into retainer or recurring invoices. You can schedule when your customers are billed and send payment reminders.

Zoho Books is easy to set up and use, and it still manages to be powerful and comprehensive. Through the program, you can access real-time data and analytics to make informed business decisions. Zoho Books' ease of use, features, and pricing makes it a great option for startups and very small businesses. Particularly if your business falls into one of these categories, Zoho Books is worth a close look.

Pricing of Zoho Book

Start with the 14-day free trial and after subscribe to a plan that suits your business needs. Zoho Books is available in 4 plans: Free - $0, for businesses with turnover <50K USD per annum. Standard - $15 per organization, per month, billed annually. Professional - $40 per organization, per month, billed annually. Premium - $60 per organization, per month, billed annually.

In a nutshell, Zoho Books is an end-to-end accounting solution for businesses of all sizes that manage finances across an entire organization. The system automates multiple financial processes such as accounts payable & receivable, time tracking, payroll, transaction management, inventory control, and banking. Additionally, Zoho Books manages customer and supplier interactions through the client portal where customers can securely store their payment information for recurring transactions. 

So, what do you think about Zoho Books? If you have any queries or doubts about how to use or implement Zoho Books please feel free to reach us, Trigya Innovations. We are an authorized Zoho One partner and know exactly how to work with Zoho Books. Let us help you sort out your business accounting needs so that you can just focus on your business growth. Give us a Call Today to keep your accounting in check. 

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