What is Zoho Books?
Zoho Books is a cloud-based accounting software designed specifically for small to medium businesses. It automates your business workflows, helps you work collectively across departments, and makes tax compliance effortless. With over 2 million users globally, it's trusted by businesses across 180+ countries.
Perfect For:
- ✅ Small Businesses: 1-50 employees looking to streamline accounting
- ✅ Freelancers: Track time, expenses, and invoice clients easily
- ✅ E-commerce: Integrate with online stores and marketplaces
- ✅ Service Businesses: Project-based billing and time tracking
- ✅ Retail: Inventory management and POS integration
Essential Features for Small Business
1. Smart Invoicing
Create professional invoices in seconds with customizable templates. Features include:
- Automatic payment reminders
- Multi-currency support (160+ currencies)
- Recurring invoices for subscriptions
- Online payment gateway integration
- Mobile invoicing on-the-go
2. Expense Tracking
Never lose track of business expenses again:
- Scan receipts with mobile app
- Auto-categorize expenses with AI
- Mileage tracking for vehicles
- Corporate card reconciliation
- Expense approval workflows
3. Banking Integration
Connect with 10,000+ banks worldwide for:
- Automatic transaction import
- Bank reconciliation in minutes
- Real-time cash flow tracking
- Bank rules for auto-categorization
4. Financial Reporting
Get instant insights with 50+ financial reports:
- Profit & Loss statements
- Balance sheets
- Cash flow statements
- Aging reports (AR/AP)
- Tax summary reports
- Custom report builder
5. Inventory Management
Track stock levels and costs in real-time:
- Multi-warehouse management
- Serial number & batch tracking
- Low stock alerts
- Composite items & bundles
- FIFO/LIFO costing methods
Zoho Books Pricing Plans
Flexible pricing that grows with your business. All plans include a 14-day free trial.
Free Plan
- 50 contacts
- Basic invoicing
- Expense tracking
- Bank reconciliation
- Basic reports
- Mobile apps
Standard
- 3 users included
- Unlimited invoices
- Automated workflows
- Inventory tracking
- Project tracking
- All reports
Professional
- 10 users included
- All Standard features
- Purchase orders
- Sales orders
- Multi-currency
- Advanced analytics
Top 7 Benefits for Your Business
Save 10+ Hours Weekly
Automate repetitive tasks like invoice reminders, expense categorization, and bank reconciliation.
Get Paid 25% Faster
Online payment options and automated reminders help you collect payments quicker.
Work From Anywhere
Full-featured mobile apps let you invoice, track expenses, and check reports on the go.
Bank-Level Security
256-bit SSL encryption, two-factor authentication, and SOC 2 Type II compliance.
Real-Time Insights
Dashboard shows cash flow, profit margins, and financial health at a glance.
Collaborate Easily
Invite your accountant for free and work together in real-time.
Global Ready
Multi-currency, multi-language support for international business.
Automation That Saves Time
Workflow Automation Examples
Invoice Automation:
- Auto-send invoices when project milestones are completed
- Schedule recurring invoices for subscriptions
- Send payment reminders at 7, 14, and 30 days
- Auto-apply late fees based on your terms
Expense Automation:
- Auto-categorize expenses based on vendor
- Set approval workflows for amounts over threshold
- Create expense reports automatically
- Match receipts to credit card transactions
Banking Automation:
- Import transactions daily from connected banks
- Auto-match transactions to invoices/bills
- Categorize based on custom rules
- Reconcile accounts with one click
Time Saved: Users report saving 10-15 hours per week with automation
Start Automating TodayTax Compliance Made Simple
Important: Zoho Books supports tax compliance in 180+ countries including GST, VAT, and Sales Tax.
Tax Features by Region:
United States
- Sales tax automation
- 1099 contractor management
- W-9 collection
- State-specific tax rates
Europe
- VAT compliance
- EC Sales List
- Intrastat reporting
- Making Tax Digital (UK)
India & Asia
- GST filing & returns
- E-invoicing
- TDS management
- Multi-tax support
"Zoho Books transformed our tax filing from a quarterly nightmare to a simple monthly task. The automated GST calculations and reports save us days of work."- Priya Sharma, CFO at TechStart India
Key Integrations
Zoho Ecosystem
Seamless integration with other Zoho apps creates a unified business platform:
- Zoho CRM - Sync contacts and create invoices from deals
- Zoho Inventory - Advanced inventory management
- Zoho Expense - Enhanced expense management
- Zoho Projects - Project billing and time tracking
Payment Gateways
Supported Gateways:
- Stripe
- PayPal
- Square
- Razorpay
- Authorize.Net
- 2Checkout
E-commerce Platforms
- Shopify - Sync orders and inventory
- WooCommerce - WordPress integration
- Amazon - Multi-channel selling
- eBay - Marketplace integration
Quick Start Guide
Sign Up & Set Up
Create your account and complete the setup wizard (10 minutes):
- Enter business details
- Choose fiscal year & currency
- Select tax scheme
Connect Your Bank
Link bank accounts for automatic transaction import:
- Search for your bank
- Enter credentials securely
- Set up bank rules
Import Your Data
Bring in existing data from spreadsheets or other software:
- Customers & vendors
- Items & services
- Opening balances
Create Your First Invoice
Start invoicing immediately:
- Choose a template
- Add your logo
- Set payment terms
- Send to client
Invite Your Team
Add users and set permissions:
- Invite accountant (free)
- Add team members
- Set role-based access
Success Story: Digital Marketing Agency
Challenge: Spending 20+ hours monthly on invoicing and expense tracking
Solution: Implemented Zoho Books with automated workflows
Results:
- 75% reduction in accounting time
- 30% faster payment collection
- Zero tax filing errors in 2 years
- $50,000 saved in accounting fees annually
Ready to Simplify Your Accounting?
Join 2 million+ businesses using Zoho Books to streamline their finances.
No credit card required • Free accountant access • 24/7 support