Zoho Books Review

Those looking for a free accounting software package that is easy to use should look into the Zoho Books system. It offers a variety of benefits, including free for businesses that generate less than $50,000 in revenue. In addition, it has integrations with third-party platforms and auto scans for add-on services.

Free for businesses that generate less than $50,000 in revenue

Designed for businesses with annual revenues under $50,000, Zoho Books is a free online accounting solution. It provides several features, including an invoice creation and tracking system, a general ledger, and an automated tax tool. It also integrates inventory and a project management system. In addition, it allows users to connect to online payment gateways, create automatic recurring invoices, and reconcile their bank accounts.

Zoho Books allows users to create custom invoices, track expenses, and manage customers. It also offers an online help portal and phone support. It also features a searchable knowledge base and an in-house coding team. It benefits micro businesses or those with fewer than a few employees.

Zoho Books also features an integrated CRM and a mobile app. It’s available for Windows, Mac OS X, and iOS devices. You can connect to payment gateways, create automatic recurring invoices, send estimates, and run reports. It also allows you to import data from QuickBooks Online.

Integrations with third-party platforms

Integrated management is a great way to increase efficiency in your business. It can reduce costs and improve sales velocity. Zoho Books offers a suite of integrations that allows you to manage your sales, inventory, and payments in one place. Zoho also provides various learning resources on its website and customer support through email and live chat.

Zoho Books integrates with WooCommerce. You can view sales by item, customer, or vendor. You can also generate reports. You can customize your invoices, set tax rates, attach receipts, and more. Zoho Books also lets you create recurring bills for customers. You can also use the Zoho Books payment gateway to collect customer payments.

Zoho Books lets you sync bank transactions and reconcile PayPal payments. You can also import live bank feeds. You can also use bank rules to filter trades. You can also send payment reminders. In addition, Zoho Books has a built-in forum, blogs, and customer support through email and live chat.

Lack of payroll services

Unlike other cloud-based accounting software, Zoho Books doesn’t offer a built-in payroll solution. In this case, using third-party payroll software is the only way to handle payroll. The good news is that Zoho Books offers an affordable payroll add-on.

The Zoho Books cloud-based accounting solution also includes a mobile app for on-the-go bookkeeping. The company also has an impressive collection of knowledgebases, FAQs, and a community forum. Its customer service staff is friendly, knowledgeable, and can assist with any question.

There’s a reason why Zoho Books is a popular choice with small businesses. It’s a robust suite of financial applications that help users collaborate in record time. It even offers an API for developers. It also has one of the best customer service reputations in the business. Zoho Books is also known for its mobile applications, and it’s easy to see why.

Cost of add-on service autoscans

Whether you are a new business owner or an established small business owner, Zoho Books offers you a variety of features to help you keep track of your expenses and assets. Zoho Books also has an impressive array of reports. In addition to common words like P&L statements and cash flow statements, you can customize your notifications to include custom tags. You can also automatically receive notifications to your email.

You can also automatically generate new transactions from uploaded documents. Zoho Books has an autoscan feature that scans your documents and fills in the transaction details. Using the autoscan feature, you can save time by creating new transactions without typing in any data.

Zoho Books also offers a Snail Mail add-on that allows you to scan and attach financial statements to your transactions. Unfortunately, the Snail Mail add-on is not available on the free plan. Instead, it costs $2 for a credit, which you can use to send paper documents to customers.