![]() ![]() However, if you’re hoping to integrate with other third-party platforms, it may not be the best for you. If you already use some of Zoho’s other platforms, such as Zoho CRM or Zoho Inventory, it’s easy to integrate with your existing account. It’s harder for people new to accounting and don’t know what features can increase their work efficiency. Workflow lets you create automated features from scratch, a feature that may be useful for people who understand what they’re doing. There’s also “workflow,” a feature similar to QuickBooks Online’s “routines,” which you can read about in our QuickBooks Online review. You can set up payment reminders through the “reminders” option in the “settings” page. It forces you to go to the “settings” page to set up any automatic payment reminders, including for invoices and bills. Zoho Books’ automated features are harder to set up than other platforms. However, the option to start a timer is not available as a quick-add button, so you’ll have to navigate to the pages in the “time tracking” category.Īll logged time also needs to be assigned to a project, which will keep everything organized, but it’s not very practical. ![]() You can log your time or start a timer through the pages in the dashboard’s “time tracking” category. “Timesheet” lets you keep track of all of your logged time, including billing status and a calendar view, so you can keep track of how many hours you’ve worked per day or week. On the “project” page, you can also see the details, tasks and time logged by clicking on the project name. Zoho Books’ “time tracking” section consists of “project” and “timesheet.” In the “project” page, you can create a new project. Through the “inventory stock adjustment” page, you can keep track of item quantity changes that don’t need invoices, such as damaged goods. ![]() The “price list” page shows all of your special prices, which will be useful if you have discounts or deals you often use. The “items” page is where you can find a list of your inventory and create an entry. Zoho Books InventoryĬlicking on the “items” category on the navigation bar will show three options. However, this general approach makes its workflow more confusing than other platforms that have customized functions, such as FreshBooks, as we mentioned in our FreshBooks review. This range of functions makes it a great fit for any kind of business. Zoho Books provides a lot of features, ranging from a time tracker to an inventory management tool. If you think it is suitable for your business, read this Zoho Books review or start your 14-day trial right now. Additionally, if you’re a big fan of illustrations, the only graphs and charts are in the dashboard.Įven so, Zoho Books is easy to learn, and it’s cheap, if you consider the features you’re getting. The report feature only has a few customization options. The features you see are mostly basic ones that are available with any other accounting service. However, when compared to using other platforms, Zoho Books can be a bit boring. It’s priced competitively, and if all you want to do is monitor your financial condition, it does its job perfectly. Just like QuickBooks Online, it offers a range of features suitable for both product-based and service-based businesses. Zoho Books is a robust piece of accounting software that lets you manage your business from one place. Zoho also creates other platforms, such as Zoho Analytics and Zoho Payroll, which you can integrate with your Zoho Books account to improve your experience. Zoho Books is an online accounting software developed by Zoho, a California-based software company.
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