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Zoho Books Accounting 4+
Banking, tax, bookkeeping
Zoho Corporation
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- Free
- Offers In-App Purchases
Screenshots
Description
Discover the convenience of managing your business accounting using Zoho Books -manage invoices, auto-scan receipts, bill time with timesheets, track expenses, and more without the help of an accountant.
What does Zoho Books offer?
Zoho Books is a powerful online bookkeeping and accounting software designed for small businesses to manage their end-to-end accounting. Download the Zoho Books mobile app to ensure tax compliance, secure management of transactions, invoices, expenses, projects, bank reconciliation, and much more. Get ready to experience a dynamic shift in your accounting game with easy access to insightful reports, seamless collaboration with customers and vendors using customer and vendor portals, and save time with customization and automation capabilities.
Is Zoho Books a free accounting app?
Zoho Books has a wide range of subscription plans suitable for every need. While our free plan provides an excellent entry point for businesses to initiate their journey, our paid plans offer a progressive set of features at each stage for you to explore the full potential of our platform.
What are the key features of Zoho Books?
Smart accounting dashboard:
Gain real-time insights into your cash flow, account receivables and payables via our intuitive dashboard, making informed decisions a breeze.
Instant invoicing anywhere:
Create quotes and invoices from anywhere, anytime; set reminders for receiving swift and on-time payments.
Receipts Scanner:
Convert receipts to expenses within seconds. Zoho Books' auto-scan feature allows you to upload the receipts and track expenses.
Miles Expenses:
With the Zoho Books accounting app, you can track mileage using your phone's GPS and convert them into billables to maximize your tax deductions.
Easy time management:
Enhance your project management with the right tools inside Zoho Books by logging and tracking time efficiently and billing clients on time.
Advance payments made simple:
Secure advance payments, record offline payments, associate retainers to invoices, and generate insightful reports for received retainer payments, all on your iOS device.
Simplified bills:
Create and record purchase bills, convert them to recurring bills, while managing vendor credits efficiently—all under the 'Bills' module.
Expenses tracker:
Stay on top of your business expenses by creating, monitoring, and categorising your expenses, maintaining a positive financial outlook for your business.
Stay tax-season ready:
With Zoho Books, you can always stay on top of tax obligations. Automate tax entries with pre-populated tax rates, adapt rules to cater to your specific business model, and generate your federal and provincial tax returns based on the latest mandates from the Canada Revenue Agency.
Seamless Integration:
With the Avalara integration, Zoho Books not only automates your final calculations but also fetches the right tax rates and exemption reasons for all your transactions. Zoho Books also integrates with other Zoho and third party apps for streamlined business management.
Swift payments:
Enable quick and seamless payments through online payment gateways like Stripe, PayPal Verifone, Square, CSG Forte, authorize.net and GoCardless.
Top-tier data security:
Rest easy knowing your data is encrypted and securely stored on our cloud servers with regular backups.
We have our own data centres in Montreal and Toronto.
Banking convenience:
Connect bank accounts, fetch bank feeds, match and categorise transactions, and save time with reconciliation.
Data-driven insights:
Arrive at informed decisions using 70+ insightful reports that can steer your business towards success.
Give your business a new identity with automated processes, tailored customization, and effortless integration—all meticulously crafted to empower your business growth.
Download Zoho Books now and simplify accounting!
What’s New
Version 5.0.16
We've made a few bug fixes and performance enhancements.
Ratings and Reviews
Best business app ever tried.
We started with Zoho invoice and as the business grew we moved to Zoho Books. We use this to run our entire business. The projects section is an enormous help to our daily routine. We then signed up to Zoho sites and have two websites through them. The entire Zoho team needs a big pat on the back for developing great apps to help businesses.
Great app, some minor improvements needed to make it perfect
First of all, I absolutely love Zoho. It is by far the easiest, smartest and enjoyable way to manage my business accounts with. The app is NEARLY as good as the main website although I feel it needs 2 additional changes.
Firstly, Touch ID. Most apps that hold personal information ask for a login on opening or Touch ID. If someone was to get hold of my phone, they could open up the app currently, send random invoices, emails or simply mess up years of accounts. Please implement this guys!
Secondly, I use various invoice templates for different clients, however when on the move I can’t make and invoice under a certain template within the app.... I have to wait until I’m on my laptop/computer to do so which wastes time I could have spent elsewhere if I was able to do from my phone. This would be extremely beneficial.
Other than that, keep up the fantastic work guys!
EDIT: thanks to the developers who came back to me about the touch ID feature... this is entirely possible to do. They also explained how to assign invoice templates to individual customers via the website. Not a complete fix but helpful nonetheless.
I have encountered another problem - Sending emails at a later date via the app seems to not be possible. If this is hidden somewhere within the app, please do let me know. I feel this feature would benefit so much as I use all the time on the website version.
Waiting to unleash the full 5 star review!
Developer Response ,
Glad to hear you love our app. Here are the answers for your concerns.
1. TOUCH ID
This is already available in Zoho Books. You can enable it by going to Settings > App Preferences and tap on Turn Passcode On. You need to configure a backup passcode to use it in case of Touch ID failures.
2. CHANGE INVOICE TEMPLATE
We agree that having this feature is beneficial. We'll add it to the iOS app soon.
But if you need a different template for specific clients, you can associate it to them. Zoho Books automatically create invoices in that specific template for those clients (works in both web & iOS apps), so you don’t have to change it every time. To do that please follow these steps.
• Login to the web app.
• Select a customer to view the details. Click on More > Associate Templates.
• Choose a desired template.
• Click on Save.
EDIT:
Glad our response helped you. Regarding the "Schedule Email" feature, it's not available in the iOS app yet. It'll be implemented in the near future. We request your patience until then.
Has really helped me as a self employed heating engineer!
Since using Zoho Books my cash flow has improved, my correspondence appears more professional, my clients respond and pay quicker, my emails no longer find their way into my clients junk mail, I have become more organised in relation to getting invoices out, and the process of writing up a quote for a client has become quicker and easier… overall I’m very impressed with this platform and feel it’s well worth the cost (I currently use the basic subscription). It’s sounds dramatic but my stress levels have gone down big time since using this programme as my “office time” is time I don’t actually have… early mornings, evenings etc, times that don’t interfere with family life and therefore critical for me to maximise my output during these periods and ZB has made my work quicker and slicker during these times 🙏🏼
Things I would like to see:
Integrated calendar for managing bookings and tracking back through the diary.
Ability to book appointments with clientele.
Auto-save to draft for new invoices/estimates - when working on a mobile device the document is lost if I exit to obtain information from a different application and then return to ZB meaning I have to start over! 😡
Developer Response ,
Hi,
Thank you so much for taking the time to write the review. We are delighted to know Zoho Books is helping you in your professional as well as personal life! Our team always tries to bring in features that eliminate the manual tasks in accounting, and we are glad to know that it's helping professionals like you out there! Regarding your feature requests, we would like to know more about your requirements. Can you please drop an email at "support+mobile@zohobooks.com"?
Thank you for being our valued customer.
Regards,
The Zoho Books Team.
App Privacy
The developer, Zoho Corporation, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Purchases
- Financial Info
- Location
- Contact Info
- Contacts
- User Content
- Search History
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Zoho Corporation
- Size
- 237.5 MB
- Category
- Business
- Compatibility
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- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Apple TV
- Requires tvOS 10.0 or later.
- Apple Watch
- Requires watchOS 4.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
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English, Arabic, Bulgarian, Croatian, Dutch, French, German, Gujarati, Hindi, Indonesian, Italian, Japanese, Kannada, Marathi, Portuguese, Simplified Chinese, Spanish, Swedish, Tamil, Telugu, Thai, Vietnamese
- Age Rating
- 4+
- Location
- This app may use your location even when it isn’t open, which can decrease battery life.
- Copyright
- © 2024, Zoho Corporation Pvt. Ltd. All Rights Reserved.
- Price
- Free
- In-App Purchases
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- Basic Plan - Monthly £7.99
- Standard - Monthly £14.49
- Basic - Monthly £6.99
- Standard Plan - Monthly £16.99
- Standard - Monthly £13.99
- Professional - Monthly £28.99
- Standard - Yearly £144.99
- Professional Plan - Monthly £25.99
- Professional - Monthly £20.99
- Standard - Monthly £10.49
Supports
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Wallet
Get all of your passes, tickets, cards, and more in one place.
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Siri
Get things done within this app using just your voice.