Capture with your smartphone camera, upload and autoscan expenses effortlessly. Generate recurring profiles for expenses that regularly occur and automatically record them in Zoho Books. Log trips by entering the distance traveled or start and end odometer readings.
Zoho Books Review: Pros and Cons
It offers 24 hour support services and the support offered is fantastic. It adequately manages all of our accounting needs and within a reasonable budget. Zoho Books offers a free plan, while QuickBooks utilizes paid subscription plans. Zoho Books is pretty generous with its invoicing limits, but QuickBooks Online provides unlimited invoicing.
Zoho Books Review ( Legit Accounting Software?
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- With Zoho Books, you can easily create new purchase orders and track the entire purchase history.
- Expense categorization for detailed financial analysis works better than I expected.
- For example, set up recurring invoices for subscription-based revenue, create rules for categorizing expenses, and enable automatic tax calculations.
- Yes, Zoho Books has a forever free plan that includes invoicing, sales receipts, mileage tracking, payment reminders and basic reporting.
Most business owners/operators aren’t professional accountants, so we recommend prioritizing software that’s easy to use, especially if it’s your first time using accounting software. FreshBooks’ reporting tools aren’t as advanced as those of its competitors, but it offers enough for a small business just starting out. There is a range of pre-built reports, including profit and loss, sales tax, and balance sheets. These are both features that are paid add-ons with QuickBooks, but are included at no extra cost with FreeAgent.
What is the best accounting software for small business?
One of the best features we found during our review is the Zoho Books app. It makes this process even simpler as you can log time on the move. Additionally, you can bill all your project-related expenses with ease at the time of billing without having to go through the cumbersome process of billing them one by one. One of the most helpful features offered by Zoho Books is the simplification of accounting with bank reconciliation. You can connect one or more bank accounts or PayPal accounts to Zoho.
Best Accounting Software for Startups in 2025
For more information, read our Zoho Books vs. QuickBooks Online comparison. Zoho Books streamlines the sales order process from quote through fulfillment. I created a sales order, converted it to an invoice with one click and was able to immediately convert a sales order into a purchase order when inventory ran low. I also liked being able to set custom statuses like “Dispatched” https://ecommercefastlane.com/accounting-services-for-startups/ or “Delivered” so I could track progress clearly. The fact that you can merge orders and bulk-import them adds efficiency for higher volumes.
While Zoho Books helps your team collaborate better to manage your accounts, it also makes things simple when it Accounting Services for Startups: Strengthen Your Financial Management comes to dealing with your clients. The key here lies in the dedicated client portal that this accounting software provides. The documents that you store don’t necessarily have to be invoices, receipts, or bills. You can even save tax-related documents to simplify accounting and for prudent financial management. Similarly, it offers the auto-debit functionality where your cards would be billed in an automated manner for recurring transactions. This eliminates the need to manually keep track of payments and reduces the chances of lapses, which we found quite useful during our review.
Send invoices easily
Accounting software probably isn’t the only type of business software you’ll be using. Finally, when using FreeAgent, businesses can’t assign multiple shipping addresses to clients. This could be very limiting for businesses with clients who operate in multiple locations, so we recommend QuickBooks or Zoho Books if you need this feature. We had no trouble creating invoices and estimates, thanks to FreeAgent’s clear, pre-built templates.