Zoho Books
Zoho Books Is The Best Accounting Software For Businesses In Canada
This low-cost accounting software is simple to use and allows you to create, send, and track invoices. Zoho Books is a cloud accounting software for businesses that makes it easy to create invoices, track payables, reconcile bank transactions, manage costs, track inventories, manage ledgers, and generate all accounting and VAT reports. FTA has approved the Zoho Books application.
After a meeting or a phone call, Zoho Books makes it simple to create an estimate from a smartphone. It’s easy to set up, totally adjustable and features an intuitive user interface. All you have to do now is concentrate on your other business operations in order to increase production.
The Best Online Accounting Software For Managing Your Business Payables and Receivables.
Zoho Books Features
Customer & Vendor Management
Products and Services
Estimates
Sales Orders
Invoices and Receipts
Purchase Orders
Purchase Bills and Payments
Expenses
Budgeting
Chart of Accounts
Manual Journals
Transaction Locking
Timesheets and Project wise Transactions
All Accounting and VAT Reports
Banking
Online Payments
Customer reminders
Mobile App
Explanation of Major Zoho Books Features
Track, manage and have full control over your company’s finances with Zoho Books.
Expense Management
Manage your expenses more effectively by itemizing or grouping them into a single expense type. As an administrator, you may customize the expense transactions and also can set restrictions on accounting entries. Without the hassle of spreadsheets or storage boxes and files of receipts, you’ll know exactly how much you’re spending and how lucrative you are.
Generate Reports
Multiple reports are available for Organizational, accounting, and tax purposes. These reports offer a wealth of data about your company’s sales figures, purchases, Expenses, Profit and Loss, Balance sheet, and activity logs. Defining PDF layouts, scheduling reports to auto-send at certain intervals, customizing role-based access to reports, and exchanging reports with other users are all possible in Zoho Books.
Online Payments
You can take online payments from your clients seamlessly and securely with Zoho Books’ powerful financial management software solution. You can rapidly add secure online billing and payment options because the system works with a range of payment gateways. It has a number of payment gateway connectors. PayPal, Paytabs, WorldPay, Stripes, Braintree, Authorize.Net, and Forte are just a handful of the gateways available.
Accounting software with features tailored to your company’s financial management.
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Zoho CRM, the best CRM for lead management, can be readily modified to meet the demands of any type and size of business. You can also use Zoho CRM to improve lead qualification, activity recording with reminders, deal or opportunity pipeline management, and sales forecasting by using custom reports and dashboards.
Zoho Books Pricing Plans
The Best Application Software at an Affordable Rate.
Free
- 1 User + 1 Accountant
- Manage Clients
- Manage Invoices (Up to 1,000 per annum)
- Client Portal
- Online/Offline Payments
- Automate Payment Reminders
- Multi-lingual Invoicing
- Credit Notes
- Recurring Invoices
- Expenses & Mileage Tracking
- Add Multiple Bank and Credit Card Accounts
- Import Bank and Credit Card Statements
- Bank Rules & Reconciliation
- Chart of Accounts & Sub-accounts
- Manual Journals
- Reports
- Invoice Customization
- Taxes
- Payment Gateways
- Zoho Apps
- Other Apps
Standard
- Invite 3 Users
- Manage Invoices (Up to 5,000)
- Recurring Expenses
- Connect and fetch bank & credit card feeds via bank feeds provider
- Predefined User Roles
- Track Project Expenses and Invoice
- Bulk Updates
- Transaction Locking
- Custom Views
- Custom Fields
- Reporting Tags
- Timesheet and Billing
- Payment Gateways
- Email, Voice, Chat
Professional
- Invite 5 Users
- Sales Approval
- Retainer Invoices
- Bills
- Payments Made
- Vendor Credits
- Recurring Bills
- Sales Orders
- Purchase Orders
- Purchase Approval
- Multi-currency Handling
- Currency Adjustments
- Stock Tracking
- Price Lists
- Landed Costs
- Custom Roles
- Timesheet Approval
- Timesheet - Client Approval
- Contextual Chat
- Retainer Invoices for Projects
- Project Profitability
- Journal Templates
- Recurring Journals
- Workflow Rules (Up to 10)
- Email, Voice, Chat
Premium
- Invite 10 Users
- 3 Branches
- Custom Domain
- Vendor Portal
- Multi-Transaction Number Series
- Budgeting
- Custom Buttons
- Validation Rules
- Picklists
- WebTabs
- Workflow Rules (Up to 200)
- Custom Reports
- 10 Custom Modules
- Zoho Sign
- Twilio
- Email, Voice, Chat
Free
- 1 User + 1 Accountant
- Manage Clients
- Manage Invoices (Up to 1,000 per annum)
- Client Portal
- Online/Offline Payments
- Automate Payment Reminders
- Multi-lingual Invoicing
- Credit Notes
- Recurring Invoices
- Expenses & Mileage Tracking
- Add Multiple Bank and Credit Card Accounts
- Import Bank and Credit Card Statements
- Bank Rules & Reconciliation
- Chart of Accounts & Sub-accounts
- Manual Journals
- Reports
- Invoice Customization
- Taxes
- Payment Gateways
- Zoho Apps
- Other Apps
Standard
- Invite 3 Users
- Manage Invoices (Up to 5,000)
- Recurring Expenses
- Connect and fetch bank & credit card feeds via bank feeds provider
- Predefined User Roles
- Track Project Expenses and Invoice
- Bulk Updates
- Transaction Locking
- Custom Views
- Custom Fields
- Reporting Tags
- Timesheet and Billing
- Payment Gateways
- Email, Voice, Chat
Professional
- Invite 5 Users
- Sales Approval
- Retainer Invoices
- Bills
- Payments Made
- Vendor Credits
- Recurring Bills
- Sales Orders
- Purchase Orders
- Purchase Approval
- Multi-currency Handling
- Currency Adjustments
- Stock Tracking
- Price Lists
- Landed Costs
- Custom Roles
- Timesheet Approval
- Timesheet - Client Approval
- Contextual Chat
- Retainer Invoices for Projects
- Project Profitability
- Journal Templates
- Recurring Journals
- Workflow Rules (Up to 10)
- Email, Voice, Chat
Premium
- Invite 10 Users
- 3 Branches
- Custom Domain
- Vendor Portal
- Multi-Transaction Number Series
- Budgeting
- Custom Buttons
- Validation Rules
- Picklists
- WebTabs
- Workflow Rules (Up to 200)
- Custom Reports
- 10 Custom Modules
- Zoho Sign
- Twilio
- Email, Voice, Chat
Zoho Books Frequently Asked Questions
Is there a trial period for Zoho Books?
Yes, you may experience Zoho Books for 14 days and see all of its features for free. Another benefit of using Zoho Books is that you can extend the free trial term for an additional two weeks before upgrading to the commercial version if you’re completely satisfied.
How can Zoho Books be of use to us?
Accounting software can serve as your company’s financial nerve center. It helps you keep accurate financial records and complete activities like:
- Invoice creation and distribution
- Generating estimates and quotes
- Keeping track of finances
- Filling out tax forms
- Cash flow analysis or profit and loss analysis
- Preparing budgets and projections
Many of the monotonous, manual procedures involved in maintaining your accounts can be automated with accounting software. Many products, for example, can be linked to your bank account and check bank activities against your records automatically.
Zoho Books can save you time while also providing you with a better grasp of your company’s finances. You may develop reports that illustrate how your company is doing because the program stores all of your financial data.
Is it necessary to understand accounting in order to use the best accounting software?
Advanced accounting software, especially that aimed at small companies, is often designed to be user-friendly. It may take some time to become used to how it works and to pick up on a few accounting phrases, but you shouldn’t need any special accounting knowledge.
How do I add extra information to my company's profile in Zoho Books, such as its VAT number and TIN number?
- To add more information to your company’s profile, go to:
Go to Organization Profile > Settings. - Scroll down and select Add new field.
- Fill in a field name and a value for it.
- Save the file.
Is it possible to send out a reminder to clients to settle their past-due bills?
Payment reminders can assist you in resolving any invoicing issues or payment difficulties, as well as alert clients to impending measures such as late penalties or collections. You may either manually send an email reminder to your clients or set up automatic payment reminders for them to pay for late debts using online accounting software like Zoho Books.