All Features
All the features you will need in an accounting software
Simplify Receivables, Streamline Cash Flow
Optimize your receivables process for consistent cash flow management. Streamline invoice generation, effortlessly track payments, and manage outstanding amounts.
Rapidly create quotes with minimal effort
Quickly create and send professional, personalized, and branded quotes from anywhere using your phone or desktop, and lock deals sooner.
Learn MoreCreate professional invoices
Automate invoice creation for precise tax calculations and enhance brand value with custom branding. Expand globally with multi-currency and multilingual invoicing. Creating recurring invoices automatically to ensure timely payments from regular transactions.
Learn MorePerfecting sales order fulfillment
Streamline order to cash process with robust sales order functionalities. Cash in by converting sales orders to invoices, and if low on stock, easily convert any sales order to a purchase order to replenish your stock.
Learn MoreAccept online payments
Enhance your client experience by providing online payment convenience through payment links or the client portal. Set automated reminders at intervals of your choosing to ensure timely payments from customers.
Learn MoreOptimize sales with sales approvals
Easily implement single or multi-level sales approvals to prevent any unauthorized sales transactions and minimize errors in your invoices, sales orders, quotes, and credit notes.
Control spending with effective payables management
Have a command over your payables and vendor relationships. Manage vendor bill payments, track outstanding amounts, and easily record any incurred expense.
Manage Vendor Bills
Know exactly what you owe to whom. Convert vendor invoices to bills, record full or partial payments, apply vendor credits, and track the status of all your vendor payments seamlessly.
Learn MoreStreamline your purchase order workflow
Streamlines your purchasing process and strengthens vendor relationships, offering clear insights into orders, tracking deliveries and payments, and ensuring optimal inventory levels at all times.
Learn MoreSimplify expense tracking
Ditch the shoebox and capture all your business expenses digitally. Auto-scan expense receipts, set recurring expenses, and categorize them for better insights into your business spend.
Learn MoreStore documents centrally
Easily organize and access important documents for your business. Attach receipts to expenses or bills, enable auto-scan for quick transaction creation, and sort documents into custom folders for quick access.
Learn MoreVerify purchases with purchase approvals
Control and streamline purchases as you ensure accurate and prompt payments to your vendors by setting up single or multi-level purchase approval to bills, purchase orders, and vendor credits.
Corporate tax and VAT ready accounting
Automate VAT tracking and get corporate tax compliant with Zoho Books’s powerful tax engine.
Generate corporate tax returns
Handle corporate tax with the FTA-accredited accounting software. Manage corporate tax from our dedicated module. Generate the corporate tax report for the year in a click.
Create VAT compliant transactions
Create VAT-compliant sales and purchase transactions. Automatically apply the right VAT rates as you create transactions.
Generate VAT returns
Generate tax returns, VAT audit report, and excise audit report on-demand, and according to the standards and specifications prescribed by the FTA.
Seamlessly sync your bank with your books
Zoho Books enhances banking efficiency by enabling businesses to connect with their bank and credit card accounts, automatically import transactions, categorize them, and streamline the reconciliation process for swift month-end closing.
Connect bank feeds
Get bank feeds flowing into Zoho Books automatically or manually import bank statements to populate bank transactions ready for seamless reconciliation with your business transactions.
Learn MoreAuto-categorize and Match transactions
Categorize and match transactions manually or let Zoho Books' Bank Rules automatically categorize bank withdrawals and deposits.
Streamlined Reconciliation
Close books faster with Zoho Books' reconciliation, ensuring perfect synchronization of bank accounts and business transactions. .
Efficient inventory and stock management
Track every item in your inventory with precision to efficiently maintain stock and promptly fulfil orders.
Manage items
Maintain an organized inventory by clearly defining each item, including its cost and sale prices, quantity units, SKUs, product photos, and stock levels.
Create Price lists
Create Price listsCreate customized price lists for your items with markups or discounts and associate them to sales or purchase transactions as required.
Restock proactively
Avoid stockouts by setting reorder points and receiving alerts before stock levels dip. Instantly send purchase orders to preferred vendors for efficient restocking.
Make Inventory Adjustments
Promptly make inventory adjustments in stock quantity or stock value for damaged/missing products or reevaluated prices, ensuring accurate records.
Advanced Inventory Control
Unlock advanced modules like composite items, item groups, packages, shipments, and bulk adjustments.
Inventory for eCommerce
Seamlessly synchonize inventory levels in your online sales channels & shopping carts including Amazon, Etsy, eBay, Shopify, and Zoho Commerce by connecting with Zoho Books.
Transform time into profits with projects and timesheets
Zoho Books empowers you to take on projects, set project budgets, assign project tasks, and easily bill your clients. Gain insights to optimize your projects for maximum profitability.
Project Budgeting
Add cost and revenue budgets in your project to analyze estimated and actual income earned or expenses incurred. Additionally, set budgets for tasks, staff, or total hours spent. Generate comprehensive Budget vs Actuals reports for evaluating projects.
Project Timesheet and approval
Allow staff to log their time directly on Zoho Books using the timer, accessible via the web app, browser extension, mobile app, or smartphone widget. Set internal and customer approval for timesheets before billing them.
Project Billing and Expenses
Accurately invoice your client for the projects you undertake and track every penny spent on a project, billable or non-billable. Bill customers based on the total cost, hours spent, tasks performed, and expenses incurred. Easily raise project retainer invoices too.
Project Profitability
Leverage the project profitability report to identify high-profit projects and optimize resource allocation for improved efficiency and profitability.
Unified accounting and payroll mastery
Experience the power of integrated payroll processing and accounting. Handle employee pay runs, tax compliance, and seamlessly integrate all your financials within one comprehensive platform.
Learn More
Make informed business decisions with comprehensive reports
Stay on top of finance and business operations with 70+ built-in and customizable reports and advanced analytics to understand the past, present, and future of your business performance.
Business financial reports
Run key business key business reports ranging from profit and loss, cash flow, and balance sheet to understand business performance. Compare trends across different periods or divisions in the business financial reports instantly.
70+ built-in reports
Browse from a range of reports covering all business operations from sales, expenses, and purchases to inventory, projects, accounts, and taxes. Up-to-date and readily available for your convenience.
Tailor reports to your requirement
Create custom reports tailored for your unique business needs by changing the relative date range, adding or removing columns, and applying filters. Click and view this custom report anytime to access updated and tailored insights instantaneously.
Generate divisional reports with reporting tags
Use reporting tags on contacts, items, and transactions to easily generate divisional reports. The reporting tags are particularly useful when dealing with multiple cost centers, revenue streams, different areas of business interest or operations.
Share reports with stakeholders
Share reports by exporting them in both PDF and spreadsheet formats, protect them with a password if required, and set up scheduled emails to send reports to select individuals periodically. Additionally, grant specific access to reports for your users as needed.
Advanced Business Intelligence
Take reporting to the next level with Zoho’s business intelligence tool. Zoho Books integrates with Zoho Analytics to let you create advanced reports and dashboards.Make intelligent financial decisions with cross-functional data or consolidate financials from multiple businesses.
Unified collaboration addressing everyday accounting needs
Foster collaboration between your team, customers, suppliers, and accountants. Easily communicate, collaborate on tasks, and share insights—all in a single platform.
Improve customer experience
Elevate brand perception with a dedicated self-service customer portal. Invite customers to accept quotes, review transactions, and make online payments.Negotiate in the comments, and speed up your quote-to-cash process.
Learn MoreEmpower vendor collaboration
Improve vendor communication with a dedicated vendor portal for your suppliers. Your vendors can receive purchase orders, track bill payment status and communicate with you real-time. Uploaded invoices can be converted to Bills in Zoho Books.
Learn MoreSimplify accountant collaborations
Invite your accountant in Zoho Books to access real-time data. From handling journal entries and base currency adjustments to reconciliation and generating reports accountants can effortlessly manage your books from anywhere.
Learn MoreEnhance team collaboration
Foster team collaboration and level-up task management. Communicate on transactions and tasks via voice, video, or screen sharing calls. Assign, prioritize, and monitor accounting tasks. Tag them with contacts, items, transactions, or journals for context.
Expert help for accurate books
Join Zoho Books organization as an accountant to manage books for businesses from anywhere!
Organized Chart of Accounts
Keep track of financial activities in your general ledger with a well organized chart of accounts. Add new sub-accounts within assets, liabilities, equity, income, and expense categories as needed.
Manual Journal Entries
Use manual journal entries to record those unique account credits and debits that are not associated with your regular sales and purchase transactions like non-routine adjustments, asset depreciation, bad debts, or acured expense.
Base Currency Adjustments
Adjust for fluctuating exchange rates using base currency adjustments to learn the profit or loss incurred in transactions involving foreign exchange.
Budgeting Made Simple
Set targets or forecast business performance by easily setting meticulous budgets for income, expenses, and other accounts. Access budget vs. actuals report for valuable insights.
Transaction Locking
Nearing audit or tax filing date? Lock transactions in Zoho Books by specifying an end-of-period lock date to prevent unauthorized changes to the books.
Zoho Practice
Zoho Practice is a practice management software for accounting firms to streamline tasks and manage Zoho Books clients.
Learn MoreAccounting automation for maximum efficiency
- Automate high-volume tasks : Leverage recurring expenses, invoices, or bills. Convert quotes to invoices or create bills from purchase orders. Establish payment reminders, and auto-charge cards for efficient payment collection.
- Trigger workflow : Easily create and trigger unique business workflows to notify, update, or validate information. Maximize security, visibility, and day-to-day efficiency.
Customized solutions for your unique needs
Craft customized processes that cater specifically to your unique business requirements. With personalized settings, custom fields, custom templates and custom reports, you can adapt our system to suit your business needs.
Go global with Zoho Books
Easily manage customers and vendors across the globe. Use the right currency, the right language, and the right format in transactions and communications. Zoho Books is designed for users worldwide to manage businesses beyond borders.
Handle multi-currency transactions
Manage global customers or vendors with Zoho Books' multi-currency support, managing transactions in multiple currencies for clients worldwide.Meanwhile, Zoho Books records transactions in your base currency, calculating the exchange rates automatically.
Select language preference
Zoho Books is available in 22 languages. Select a language for your interface based on your business location. Send transaction documents, create email templates, and setup self-service portals in the preferred language of your diverse customers and vendors.
Built for teams spread across the globe
Whether managing finances from a corner office or a home office, Zoho Books ensures collaboration and accessibility for remote users and your accountant, fostering efficient and connected global financial operations.
Elevate your efficiency with our array of seamless integrations.
Connect effortlessly with payment gateways, third-party applications, Zoho apps, and partner banks to supercharge your accounting operations, propelling productivity to unprecedented heights.
More ways to access Zoho Books
Get native Zoho Books apps designed for your desktop, mobile, tablet, and smartwatch. Download from Microsoft Store, Play Store, or App Store today, and do accounting-on-the-move!
Data security and privacy at the core of our growth philosophy
At Zoho, your security and privacy come first. With Zoho Books, you get the best of both worlds—robust data protection and compliance with industry-leading privacy standards.
User roles
Choose from predefined user roles or tailor permission by defining custom roles on Zoho Books. Control access to modules to ensure data security and accountability.
Audit trail
Track all transactions and changes on Zoho Books with the tamper-proof audit trail feature. Access a comprehensive audit trail and activity report or drill down on the history of any contact, item, or transaction to learn who did what and when.
PCI
Zoho Books is PCI-DSS Level 1 certified and encrypts your customers' sensitive personal and payment information.
HIPAA
Stay HIPAA compliant with Zoho Books by safeguarding the integrity of protected health information.
EU GDPR
Be equipped to securely collect, store, and process your customer’s data in accordance with the GDPR compliance using Zoho Books.
