ZOHO Books
Overview, Comparison, & Features
Overview, Comparison, & Features
Zoho Books accounting software is all in one small to mid-market businesses software that manages your finances, keep your GST complaints, help your department work effectively and automate the business workflows with all types of supported operating system such as Windows, macOS, Linux, and web browsers.
Supported Operating System:
Web browser (OS Independent)
Key Modules
First lets understand what to expect from this software in a general overview.
- Invoicing
- Client portal
- Expenses
- Estimates
- Billing Management
- Bank reconciliation
- Reporting
- Inventory management
- Online payment
- Automation software
Invoicing
Zoho Books provides unified invoicing accounting software that sends customize statement to your clients and manage receivable effortlessly with multiple currency payments. This book's software also offers to send a professional invoice with an addition of your company logo by changing fonts, customize invoice templates that reflect your brand. It empowers direct uploading your invoice to the IRP so that you can pre-validate your invoice fields in the prescribed formats. It also sends an automated email reminder to your clients for follow-ups.
Estimates
With streamlined accounting software, you can create your estimate within a few seconds effortlessly. Simply add contact information, item details, and prices in Zoho Books and sends the quotes no matter where you are. You can even customize your estimates with help of Zoho Books templates just the way you want to reflects your company brand. Seamlessly Zoho client portal helps to send estimates, get approved, and make collaborate with clients in real-time. Zoho estimate software lets you convert your estimate into an invoice as soon as your client accepts it and save your time.
Bank reconciliation
Zoho Books account informs you where about of your money whether has a single account or multiple effortlessly. It connects, imports, and reconciles your account in no time. Zoho Books gives you expedite transaction matching by identifying the best match for a breeze.
Reporting
Zoho Books turns your data into information with help of dashboards, reports, and charts that covers all your receivables, payables, inventory, and more. Zoho books accounting software dashboards provide you a full insight of income and expenditure of your total receivable, sales, top expenses, and so on at a glance.
Inventory Management
Inventory tracking accounting software captures complete product details such as SKU, product image, vendor details, cost, and stock in hands. Zoho Books not only create a customizable price list to offer your preferred vendors and customers but also track your items from the moment you create them.
Client Portal
With the Zoho Books client portal, you can share recent transactions, accelerate the estimate approval process, capture feedback and allow your clients to make payments in bulk. Seamlessly feedback offers you to identify the area where your company needs improvement to promote your business through satisfying your customers. This accounting software gives you a real-time alert when a client view, accepts, declines, comments, or makes payments.
Expenses
ZOHO Books accounting software offers you to track your business expenses and let you know where your business stands-out and helps you to take short-term and long-term business decisions. The software offers you to keep all track of outlay from office supplies purchases to employee per diems in a single place, so that you categorize them, and bill them to your customers when necessary.
Simple expenses accounting software for your business has a powerful feature of auto-scan that lets you fetch all important information from your documents to make things easy for your accountant.
Billing Management
Zoho Books software for your business offers you to create a bill for your purchase, sends and manage bills online with automatic adjustment for your stock level when the goods have been received. It also offers a recurring bill for purchase at regular intervals, let you add landed costs to your bills for calculating the right selling prices, send the bills for approvals, and associate line items with your customers.
Online Payment
Accounting software offers an acceptance of online payment for your growing business with the integration of popular payment gateways such as PayPal, Paytm, and more that give hassle-free working of collecting online payments from your customers. The software provides automatic mark invoices as soon as customers pay you.
Automation software
Smart Zoho accounting automation software for your business automates tedious, high-volume, and error-prone tasks including complex business workflows for customer payments. This software reduces your repetitive tasks such as chasing payments, sending recurring invoices, creating a recurring profit by sending out transactions for you.
Try ZOHO Books For Free
- 1000/yr invoices
- 1000/yr bills
- 3 users
- 1 GSTIN
FAQ
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