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Zoho Books

Online accounting software

4.59/5 (96 avis)
102 186     32 725

Zoho Books is a smart online accounting software that will streamline your back office operations, automate business workflows and help you securely collaborate with your accountant online.

It is designed for all business sizes, from small businesses to large enterprises, and works well for services, consulting and marketing companies. With the latest inventory feature, retail businesses can keep track of their stock and make smart purchase decisions. Zoho Books allows you to invoice your clients in their currency and it’s also available in 11 languages.

Apart from its core functions, Zoho Books’ integration with Zoho CRM provides a platform for your sales and finance team to interact effortlessly and reduce manual & duplicate data entry.

Zoho Books is a web-based application and is available on iOS, Android and even windows app.

1. Money In

Using Zoho as your accounting tool you will get a clear picture of how much money your business is generating. Manage your customers and invoice them either online or by mail. Automate recurring invoices, payment reminders and payment thank-you notes. Get paid faster with our online payment gateways.

2. Money Out

Manage and control your expenses and cash outflow. Record invoices and commitments for purchases, services and even for reimbursable expenses like client travel. Keep track of the outstanding balances with each one of your vendors and pay on time.

3. Take On the World

Transact globally with our multi-currency capabilities. Record foreign currency invoices and expenses. Plus, Zoho Books is an accounting application that goes with you wherever you go, so your business is always one click away from you, regardless where you are.

4. Banking and Credit Cards

Record and monitor your bank and credit card transactions like deposits, fund transfers, checks, expenses, credits and refunds. Easily reconcile them with your bank and credit card statements.

5. Real-Time Collaboration

Share -or delegate- the accounting duties to anyone in your organization, but set different permissions for you and your employees. Get professional help with your accounting by easily sharing your books with your accountant or financial advisor.

6. Stay on Top of Your Business

Glance through the dashboard of this financial accounting software to know what’s going well with your business and what’s not. Make smart and quick business decisions with the help of our insightful, available-anywhere reports.

7. Safe and secure

Our servers are housed in most secure data centers. We use 256 bit SSL encryption, state of the art infrastructure and software security to ensure the safety of your data. Your data is regularly backed up and replicated across secure locations.

8. Access anywhere, anytime

Traveling for business or pleasure? You can access your data anywhere, anytime. All you need is a web browser and an internet connection. Using a web-based accounting software can be so easy!
www.zoho.com

Zoho Books Reviews (96)

Latest reviews

 Important and easy

I am working as wholesaler, zoho books helped me in decision making very useful and easy to use but need some improvement in inventory management.thanks to cloud basis I am using this app from different locations and devices.

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Reviewed 28 décembre 2015 by

 

 zoho books

Is an add on for a CRM. NOT a thorough acct program EX: Journal entry does not allow use of a bank account. many trans have 2work around shortcomings.

Read the full review
Reviewed 26 octobre 2015 by Accounting Consultant

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Tarifs

À partir de: $9.00/mois

Modèle: Abonnement, Essai Gratuit

Start with the 14-day free trial and later subscribe to a plan that fits your business needs.

Zoho Books is available in 3 plans:
Basic - $9 per organization, per month.
Standard - $19 per organization, per month.
Professional - $29 per organization, per month.

Fonctionnalités

  • Real time reporting
  • Multi-country
  • Profit and loss (P&L)
  • Recurring invoices
  • Credit notes
  • Send quotes or estimates
  • Chart of accounts
  • Manual journals
  • Log hours and invoicing projects
  • Record transactions for expense and deposit
  • Automatic bank feeds
  • Bank rules
  • Reconcile bank and credit card accounts
  • PayPal, PayPal Payflow, and Authorize.net integrations
  • Accountant reports: trial balance, general ledger, and more
  • Tax, invoice, sales, expense, and project reports

Captures d'écran (5)

Zoho Books screenshot: Zoho Books- DashboardZoho Books screenshot: Zoho Books- BankingZoho Books screenshot: Zoho Books- EstimatesZoho Books screenshot: Zoho Books- RemindersZoho Books screenshot: Zoho Books- Invoice creation

Spécifications

Utilisateurs types
Grands Comptes (> 500 salariés), Indépendants, Moyennes PME (50-499 salariés), Petites PME (<49 salariés)
Supports compatibles
Android, iPhone-iPad, iPhone, iPad, Windows, Web, Windows Phone
Géographies
Allemagne, Amérique Latine, Asie, Australie, Canada, Chine, États-Unis, Europe, Grande-Bretagne, Inde, Japon, Moyen-Orient et Afrique
Langues
Allemand, Anglais, Chinois (Simplifié), Espagnol, Français, Hollandais, Italien, Japonais, Portugais, Suédois
Support
Assistance en Ligne, Base de Connaissances, FAQs, Forum, Téléphone, Tutoriels Vidéo

Alternatives à Zoho Books

Bénéfices

* Unlimited invoicing
* Recording and tracking bills from vendors
* Expense tracking
* Recording & monitoring bank/credit card transactions
* Reconciling bank and credit card accounts
* Full fledged multiple currency support
* Receiving online payments from customers
* Managing contacts – customers and vendors
* Financial reports – Tax Reports, Trial Balance, Profit & Loss, Balance Sheet, etc.
* Multi-user support and data access to your accountant
* Customizable templates and snail mailing of invoice and quotes
*Client Portal for users
*Purchase Order
*Calendar view of timesheets
*Weekly timesheet
*Upload Expense Receipt
*Attach files to Invoices and Bills
*Dashboard for quick insights
*Attach unbilled projects and expenses while creating invoices.
*REST APIs

Qui est l'utilisateur type de Zoho Books ?



Zoho Books sets itself apart from other accounting solutions because it's designed for freelancers and small business owners. The interface is easy to use, making Zoho Books a solution that even a person who isn't financially minded can understand.

Among Zoho Books' many clients are accountants, business owners, freelancers, designers, photographers, writers, marketing professionals, interior designers and many more. Because it integrates easily with Zoho CRM, it can help sales people quickly learn the credit status of each client within Zoho CRM.

Voir l'Analyse Produit

Vidéo

Category Leaders

Avis
Intégrations
Mobile
Media
Sécurité

#5 sur Comptabilité

Voir le classement complet
76
14
16
17
16
13

Ce classement résume les 25 applications les plus populaires sur GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Sécurité

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
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Analyse Produit

As the number of small businesses and sole proprietorships has grown, a demand has emerged for easy-to-use, affordable software. Zoho Books makes the process both easy and affordable, giving SMBs and freelancers the ability to invoice clients, keep track of expenses and income, and get paid more quickly.

Because Zoho Books is cloud-based, all activity is conducted online, making it accessible from any internet-connected device. This also allows multiple team members to manage finances, ensuring business continues uninterrupted while someone is on vacation or busy with other tasks.

Qu'est-ce que Zoho Books ?

Many key business decisions are made based on finances. Zoho Books gives businesses complete visibility into the condition of their books, while also automating mundane tasks like sending invoices and tracking payments.

Designed specifically for freelancers and small businesses, Zoho Books recognizes that each business has its own unique needs. For that reason, the software prompts users to customize invoices to include discounts, add shipping costs, include sales personnel names for commission purposes, and more.

Fonctionnalités Clés

Create Invoices

Zoho Books automates the process of sending invoices to customers, allowing information to be entered directly into a customizable template that represents a business's brand. Taxes and discounts can be applied to the invoice to the business's specifications. With Price Lists, businesses can input up-to-date information on their pricing for both internal and external users. Projects and Time Sheets give businesses the ability to track time and stay on budget, ensuring they are compensated for the work they do.

Once the invoice has been completed, it can be emailed or sent by snail mail. After creation, the invoice is also saved in the business's database for future reference.

Send Estimates

Before a customer can be invoiced, he must first agree to do the work. The first step of any job is to provide a cost estimate to the customer, which then gives him the information he needs to make a decision to hire a business or freelancer.

A business can view all estimates by those that have been viewed, accepted, invoiced, declined, or expired. This allows for easy follow-up to ensure no projects fall through the cracks.

Track Expenses

To input expenses, businesses need only to manually enter expenses individually or import from an existing source. Receipts can be attached to each expense as it is added.

Once entered, expenses can be tracked through reports that show where a business's money is being spent during a specified period. Expenses can be broken into categories for tax accounting purposes.

Pay Bills

Just as businesses spend a great deal of time billing customers, they also are required to spend time paying bills, as well. Zoho Books lets users input bills and mark whether they've been paid or not. Recurring billing can also be set up for subscription-based billing. With a client portal, clients can gain access to the information pertaining to their specific account, paying bills online with just one click.

Bills can be prioritized by the date due, ensuring those that are due first are paid first. Through the dashboard, users can see all bills or only those that are open, overdue, unpaid, partially paid, paid, or void.

Reports

With Zoho Books, information is consistently updated, giving businesses access to information on finances. Users simply choose a date range and the type of report and information is immediately provided.

Once created, reports can be either sent to a printer or exported to a PDF for sharing with associates or accountants. These reports can also be used for reporting to investors or board members.

Inventory

Purchase orders and sales orders can also be input and tracked in Zoho Books, helping a business better manage its inventory. Inventory can be managed to allow a business's accounting to flow seamlessly from pre-sale to post-sale status.

Zoho Books' inventory module includes products, price books, vendors, quotes, sales orders, purchase orders, and invoices.

Banking

Through settings, a business can set up Zoho Books to gather information directly from its bank account automatically. This information can also be imported manually on an as-needed basis. This makes Zoho Books a virtual representation of a business's bank account.

With Zoho Books Bank Feeds, businesses can get bank transactions automatically in real time, saving time and effort on duplicate entry. Transactions can be categorized to make it easy to find a specific item.

Intégrations

Zoho Books integrates with several apps frequently used by freelancers and small business owners. The app's integration with payment gateways like Stripe, PayPal, PayPal Payflow Pro, Braintree, Authorize.net, and 2Checkout.

Many of Zoho's apps work together for a seamless user experience. Zoho Books works with Zoho CRM, Zoho Sheet, and Zoho Projects.

Tarifs

Zoho Books is priced at $24 per month with an annual plan available for $240 per year. This includes a two-month discount. All features are unlimited in Zoho Books' paid plan.

Conclusion

  • Create and send invoices that can later be tracked.
  • Track the status of bills.
  • Create estimates to initiate work.
  • Track expenses and attach receipts.
  • Run reports to determine the state of a business's finances.

Frequently used together