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Zoho Books

Zoho Books

Comprehensive accounting software for growing businesses.

#1 dans Accounting
2 阅读时间 · 更新时间 11/17/2025
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At a glance

Quick overview for Zoho Books: rating, pricing summary, key features, and highlights.

Ciroapp 评论

4.5
Scalable Accounting with Clear Value.

We find that Zoho Books provides a comprehensive and budget-friendly alternative to complex accounting systems. The scalability, permanent free tier, and full financial management capabilities are major strengths. Overall, this is a top recommendation for growing businesses needing feature-rich accounting without high legacy costs.

优点

  • Pro:Permanent Free plan available for micro-businesses.
  • Pro:Highly scalable pricing structure with competitive annual rates.
  • Pro:Cloud-based, comprehensive solution covering invoicing, inventory, and expenses.
  • Pro:User-friendly interface simplifies daily financial tasks.

缺点

  • Con:Severe MFA reset issues reported across the Zoho suite can lock users out of accounts.
  • Con:Mixed reports regarding customer service responsiveness.
  • Con:All plans impose explicit annual limits on invoices and expenses.
  • Con:External accounting-specific feedback on accuracy and reliability is limited.
免费试用
Yes — 14 天
范围: $0–$275/monthFree plan, Free trial, Monthly subscription, Yearly subscription, Per seat pricing
This section is a summary. Detailed sections about features, use cases, pricing, and reviews follow below.
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Zoho Books评论、价格、功能、优缺点

Are incessant price hikes and confusing interfaces crippling your business growth? Zoho Books offers a powerful, cloud-based solution. It's designed to simplify your end-to-end accounting, managing everything from invoicing to inventory and expenses.

Enjoy a user-friendly experience and professional support to keep your financials organized. ✨

Zoho Books 是什么？

Zoho Books is comprehensive, cloud-based accounting software built specifically for growing businesses. It helps you manage your entire financial workflow seamlessly, integrating key functions into one place. You can handle everything from tracking expenses to controlling inventory and processing invoices.

Because it’s available through mobile apps for iOS and Android, you can easily manage your books on the go. ✅

Zoho Books 主要功能

💰 Speed Up Invoicing and Receivables

Speed up your receivables process using professional invoices and sales quotes. You can easily set up multiple payment modes for customer convenience. Use online payment links to ensure you get paid faster, reducing outstanding debts.

Automation features take repetitive work off your plate. You can set up recurring invoices for routine payments and automate crucial payment reminders and follow-ups. This helps keep your cash flow healthy and consistent.

✨ Streamlined Payables and Expense Management

Stay on top of all your financial obligations and vendor relationships effortlessly. Zoho Books provides tools to track vendor bills and manage payments accurately. This centralized approach guarantees that you never miss a payment deadline.

Expense management is also simplified, including the ability to categorize and track recurring expenses automatically. If you are working on client engagements, you can easily include specific client expenses directly on their invoices for prompt reimbursement and accurate billing.

✨ In-Depth Inventory Control

Take full, real-time control over all your product inventory. Stock information updates automatically as soon as you record a purchase or a sale transaction. This instantaneous update gives you reliable inventory counts at all times.

To prevent costly stockouts, you can easily set custom reorder alerts. For businesses with complex logistics, advanced plans offer features like batch tracking, managing stock across multiple warehouses, and tracking goods by serial number.

✨ Project Tracking and Profitability

Efficiently manage complex client work and improve overall profitability. You can define budgets for projects and allocate tasks to your team members. The integrated time tracking allows you to bill clients accurately for the hours worked.

Zoho Books gives you clear insights into project progress, including billed and unbilled hours. This focus helps you maintain better control over project costs and instantly recognize which jobs are most profitable for your business.

✨ Banking, Compliance, and Global Trade

Keep your financial records clean and compliant with powerful integrated tools. You can easily connect your bank feeds to the system, simplifying the process of reconciling accounts. This ensures that every transaction is accounted for and matched quickly.

Handling international sales is easy using the multi-currency feature. Exchange rates are applied in real-time, which simplifies recording multi-currency transactions accurately. Zoho Books also helps with compliance tasks like tracking sales tax and supporting E-filing options for your 1099 contractors.

✨ Advanced Insights and Reporting

Make informed decisions using powerful reports and actionable financial insights. You gain access to over 50 essential reports, including your Profit and Loss statement and Balance Sheet. You also have the ability to generate divisional reports using dedicated tags.

To keep your team updated, you can schedule reports to be automatically delivered to necessary recipients. Higher-tier plans unlock tools like managing business budgets and running cash flow forecasts for better strategic planning.

使用案例

💸 Speeding Up Customer Payments

Getting paid quickly is essential for supporting business growth. Zoho Books helps speed up your entire receivables process. You can instantly create polished, professional invoices and quotes. Crucially, you include a secure online payment link for clients, allowing them to pay using multiple modes.

Automated follow-ups and payment reminders ensure you spend less time chasing debts. This simplified system greatly improves your overall cash flow timeline.

Tip: Set up automated follow-ups immediately so the system handles delayed payments without any manual effort from you.

📊 Monitoring Project Profitability

For businesses managing client work, accurate project tracking is vital. Zoho Books allows you to define budgets and allocate specific tasks to your team members. Staff can easily bill their working hours directly using timesheets.

The system tracks both billed and unbilled hours accurately. You gain real-time insights to monitor if a project is staying profitable. This ensures every client billing is precise and maximizes your revenue from project work.

📦 Managing Inventory and Stock Levels

As you sell physical goods, maintaining proper stock control becomes mandatory. Zoho Books gives you full control and updates stock levels immediately after a purchase or sale. This provides accurate information about your available stock at all times.

You can also set up reorder alerts that notify you when quantities drop below a set threshold. This proactive feature helps you prevent stockouts and ensures availability for future customer sales.

🌎 Handling International Transactions

If you are selling globally, managing multiple currencies is often complex. Zoho Books includes a strong multi-currency feature designed for international business. When you record a transaction in a foreign currency, exchange rates are applied automatically in real-time. This simplifies all your foreign sales and removes the guesswork from cross-border accounting.

Expected outcome: Your financial reporting accurately reflects all currency conversions without manual calculation.

📱 Mobile Financial Management

Managing your finances should not require you to be seated at a desktop. Zoho Books is available through robust mobile apps for both iOS and Android. This provides complete accounting flexibility on the go.

Staff can record expenses or create invoices while in the field. You can check banking balances and approve vendor payments from anywhere. This mobility allows you to truly manage your books effectively outside of the office.

⚙️ Automating Expense Tracking

Use Zoho Books to gain better control over your cash outflow and payables. The software allows you to track all vendor bills instantly, ensuring you always know who you owe. You can also automate any expenses that occur regularly, like monthly subscriptions.

Automating recurring expenses saves significant time. Furthermore, the system includes the ability to easily include client expenses straight onto a project invoice for billing.

Zoho Books 价格概览

价格范围
$0–$275/month
价格类型
Free plan, Free trial, Monthly subscription, Yearly subscription, Per seat pricing

Zoho Books provides scalable accounting solutions ranging from a permanent Free plan for micro-businesses up to advanced enterprise tiers. You can choose to pay monthly or save significant money by selecting the yearly billing option.

计划和定价

FREE

月度$0
年度$0
1 User + 1 Accountant; 1,000 invoices and expenses annually; revenue limit $50K/year
  • Create invoices, quotes, expenses & journals
  • Sales receipts
  • Mileage tracking
  • Accept online payments
  • Enable self-service customer portal
  • Automate payment reminders
  • Bank reconciliation
  • Setup recurring invoices
  • + 4 更多功能
Get started for free

STANDARD

月度$20
年度$15
3 Users; 5,000 invoices and expenses annually
  • Progress invoicing
  • Track sales tax and use tax
  • E-File 1099-MISC & 1099-NEC
  • Connect bank feeds
  • Generate divisional reports with reporting tags
  • Setup recurring expenses
  • Retention payments
  • Enable transaction period locking
  • + 4 更多功能
Start my free trial

PROFESSIONAL

月度$50
年度$40
5 Users; 10,000 invoices and expenses annually
  • Manage vendor bills and payments
  • Track sales and purchase orders
  • Record multi-currency transactions
  • Bill timesheets
  • Project profitability
  • Manage retainers
  • Track inventory
  • Create price lists
  • + 4 更多功能
Start my free trial

PREMIUM

月度$70
年度$60
10 Users; 25,000 invoices and expenses annually
  • Fixed asset management
  • Manage budgets
  • Cashflow forecasting
  • Enable self-service vendor portal
  • Set up custom domain
  • Create business-specific custom modules
  • Add custom button
  • Create custom field validation rules
  • + 2 更多功能
Start my free trial

ELITE

月度$150
年度$120
10 Users; 100,000 invoices and expenses annually
  • Dashboard customization
  • Advanced Inventory Control
  • Manage warehouses
  • Composite items
  • Track serial numbers
  • Batch tracking
  • Print shipping label
  • Track shipments
  • + 3 更多功能
Start my free trial

ULTIMATE

月度$275
年度$240
15 Users; 100,000 invoices and expenses annually; Records/Rows (3 Million)
  • Revenue recognition
  • Advanced analytics
  • 50+ Pre-built data visualization
  • Add and track KPIs for your business
  • Analyze Zoho Books data along with other data sources
  • Collaboratively create reports with colleagues
  • Embed reports in web sites/applications
Start my free trial

Zoho Books costs between $0 and $240 per month (billed annually) with six plans: FREE at $0, STANDARD at $15, PROFESSIONAL at $40, PREMIUM at $60, ELITE at $120, and ULTIMATE at $240.

Zoho Books offers plans built to grow with your company, from sole proprietors to large teams. Let's look closely at what is included in each option.

FREE

Price: $0.00 Websites Supported: Not explicitly stated Best For: Solopreneurs and micro businesses (up to $50K annual revenue) Refund Policy: Not explicitly stated Other Features:

  • Create invoices, quotes, expenses, and journals
  • Process sales receipts and track mileage
  • Enable self-service customer portal
  • Email Support (1 User + 1 Accountant)

This permanently free option is ideal for new businesses or very small operations that need fundamental accounting capabilities without ongoing costs. You get all the essentials to handle basic client billing and expense tracking.

STANDARD

Price: $15/month (Billed Annually) or $20/month (Monthly) Websites Supported: Not explicitly stated Best For: Efficiently organizing transactions, accounts, and reporting Refund Policy: Not explicitly stated Other Features:

  • Everything in Free, plus progress invoicing
  • Track sales tax and use tax, and E-File 1099s
  • Connect bank feeds and reconcile accounts
  • API Access and custom fields

The Standard plan makes sense when you require basic team collaboration and advanced compliance features like 1099 filing and sales tax tracking. It expands your features significantly compared to the Free plan, supporting up to 3 users.

PROFESSIONAL

Price: $40/month (Billed Annually) or $50/month (Monthly) Websites Supported: Not explicitly stated Best For: Businesses handling inventory, complex projects, and purchases Refund Policy: Not explicitly stated Other Features:

  • Everything in Standard, plus inventory tracking
  • Manage vendor bills, payments, and multi-currency transactions
  • Track sales/purchase orders and project profitability
  • Custom user roles and enhanced collaboration tools

Choose the Professional plan if you need robust inventory management and better control over vendor relationships and multi-currency transactions. This tier supports up to 5 users and introduces project accounting capabilities.

PREMIUM

Price: $60/month (Billed Annually) or $70/month (Monthly) Websites Supported: Not explicitly stated Best For: Enhanced customization and automation of business processes Refund Policy: Not explicitly stated Other Features:

  • Everything in Professional, plus fixed asset management
  • Manage budgets and cashflow forecasting
  • Enable self-service vendor portal
  • Custom modules and deep customization rules

If your organization needs advanced business controls and automation, Premium is a great fit. It supports 10 users and provides high-level financial tools like budgeting and forecasting.

ELITE

Price: $120/month (Billed Annually) or $150/month (Monthly) Websites Supported: Not explicitly stated Best For: Advanced accounting bundled with full-fledged inventory management Refund Policy: Not explicitly stated Other Features:

  • Everything in Premium, plus advanced inventory control (serial/batch tracking)
  • Manage warehouses and composite items
  • Connect online sales channels (Etsy, eBay, Amazon)
  • Print shipping labels and track shipments

Elite is designed for companies with complex e-commerce or physical product logistics, introducing advanced features for managing inventory across multiple locations, supporting up to 10 users.

ULTIMATE

Price: $240/month (Billed Annually) or $275/month (Monthly) Websites Supported: Not explicitly stated Best For: Gaining deeper insights with advanced business intelligence capabilities Refund Policy: Not explicitly stated Other Features:

  • Everything in Elite, plus revenue recognition
  • Advanced analytics and 50+ pre-built data visualizations
  • Track KPIs and embed reports in applications
  • Increased user capacity (15 users) and data limits

The Ultimate plan is built for organizations requiring intensive business intelligence and data analysis capabilities. You benefit from superior reporting tools and the highest user count available.

All paid plans include a risk-free 14-day free trial so you can test features before committing. Zoho Books operates on a pay-as-you-go service model, meaning you are not bound by a contract and can cancel your subscription at any time.

用户评论

While Zoho maintains an overall positive rating of 4.1/5 across thousands of reviews, most specific feedback provided recently centers on the Zoho Social tool, not the Books accounting software. Regardless, the consensus affirms Zoho’s commitment to excellent ease of use and high functional value.

Users consistently praise the platform for its intuitive interface, which streamlines workflows and simplifies multi-account management. Many appreciate that Zoho provides advanced functionality for a fraction of the cost of competitors, representing significant value for startups and small teams.

However, the feedback is not universally positive regarding internal technical processes and support. A serious recurring operational complaint relates to the inability to reset Multi-Factor Authentication (MFA) after changing phones, resulting in users being completely locked out of their accounts.

Mixed feelings about customer service responsiveness are also noted. Despite these support concerns, users generally agree that Zoho offers powerful, affordable, and easy-to-manage tools.

👍

其他地方的用户评价

Sarah K.
· Trustpilot
5.0 / 5

This platform offers huge functionality without the huge price tag. I used managers that cost ten times more, but Zoho offers the same key features and is incredibly user-friendly. It’s excellent value.

Mike R.
· Trustpilot
5.0 / 5

Zoho has been totally transformative for organizing my work. The platform is truly intuitive and simple to set up. Tracking across multiple parts of my business is now a total breeze.

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为什么要使用 Zoho Books？

Choosing the right accounting solution is critical, and Zoho Books offers a smart path forward. Businesses often switch to this platform because it helps unlock real growth and simplifies complex money management. You get streamlined processes that save time and reduce frustration.

💡 Why you should choose Zoho Books:

  • Move Easily: You can seamlessly migrate from other accounting solutions for free. Zoho Books provides easy transition support, even for those moving from high-cost legacy software.
  • Avoid Surprises: Say goodbye to crippling price hikes. Zoho Books offers plans for every kind of business and commits to no frequent price increases.
  • Save Time with Automation: Eliminate repetitive tasks. Zoho Books can automatically manage workflows, emails, and alerts for you, saving valuable time every week.
  • Control Finances End-to-End: Efficiently manage both your receivables and payables. You can speed up customer payments using online links and stay on top of vendor bills instantly.
  • Globally Capable: Take your business global effortlessly using the multi-currency feature. Exchange rates are automatically applied in real-time, simplifying foreign transactions.
  • Achieve Customization: Tailor the platform to fit your unique needs. You can easily customize things like email templates, invoices, reports, and custom fields to match your business.

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常见问题

How long does the free trial last, and what happens when it ends?

The free trial lasts 14 days and is risk-free, letting you test all paid features. After the trial, you can choose to subscribe to a paid plan or continue using the permanent Free plan, based on your business needs.

Does my subscription price include unlimited transactions, or are there usage limits?

All plans include explicit annual transaction limits. For example, the Free plan allows 1,000 invoices and expenses annually, while the highest tiers allow up to 100,000. If you need larger limits, you should inquire with Zoho sales.

How much does it cost to add extra users if I exceed my plan's user count?

If you need more users than provided in your base plan, you can purchase an add-on. This costs $2.50 per user per month if billed annually, or $3.00 if billed monthly.

If I purchase an annual plan, am I locked into a contract the whole year?

No, Zoho Books operates using a pay-as-you-go service model. You are not required to sign a long-term contract and can cancel your subscription at any time.

What kind of customer support do I receive with the different plan tiers?

The permanent Free plan offers Email Support only. Standard, Professional, Premium, Elite, and Ultimate plans include support via Email, Voice, and Chat, available Monday through Friday.

Which plans are best suited for businesses with complex inventory needs or e-commerce stores?

The Professional plan includes basic inventory tracking. However, businesses with complex logistics, multiple warehouses, or e-commerce channels (Etsy, eBay, Amazon, Shopify) will benefit from the advanced features in the Elite plan.

How easily can I migrate my financial data from my current accounting software?

Zoho Books actively promotes free and seamless migration support. They offer assistance to help you transition your existing data, especially if you are moving from high-cost legacy systems.

How does Zoho Books secure my financial data?

The platform prioritizes security by using SSL encryption and Two-Factor Authentication (MFA) to protect your transactions. Furthermore, Zoho explicitly states they do not store your credit card information.

Is the Free plan truly permanent, or does it eventually require an upgrade?

The Free plan is permanent as long as your organization meets the intended criteria. This means your annual revenue must not exceed the $50,000 limit.

Can I run multiple separate businesses or organizations under one Zoho Books account?

Yes, you can certainly run more than one business. Zoho Books allows you to set up multiple organizations linked to your single primary account.

Are there specific localized editions available for different regions outside the US?

Yes, Zoho Books supports various global editions tailored for local compliance. The site indicates specific versions for locations including Canada, the UK, Australia, India, and several countries in the Middle East.

Are there limits on how many records I can export when generating reports?

Yes, instantaneous report exports are limited to 5,000 records for PDF format or 20,000 for spreadsheet formats. If reports exceed these amounts, they are processed asynchronously, supporting up to 1 million records on Ultimate plans.

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