Scorecard

Zoho Books: plans, prices and score

71

Pros

  • Free plan with invoicing and bank reconciliation
  • Native Shopify and Amazon connections
  • High bank, invoicing and report levels
  • Inventory and multicurrency from Professional

Cons

  • Free plan stops at a revenue limit
  • Each extra business pays its own plan price
  • Receipt capture earns only a middling level

Verdict

The top-scoring ledger here: a free plan, low paid prices and strong bank, invoicing and report levels, with each business priced as its own organization.

Key details
Zoho Books
Type
Software
Starting price
Free zoho.com/us/books/pricing
Free plan
Yes
Rating
4.4 on Capterra

Plans and prices

Free Free
Standard $20 a month
Professional $50 a month
Premium $70 a month
Elite $150 a month
Ultimate $275 a month
71 Score by criterion
Full scorecard
Price for one business Weight: 20
A free plan, or a published plan in the lowest band for its kind, covers one business.
Cost of a second business Weight: 15
A second business needs its own full subscription at the full price.
Bank feeds and reconciliation Weight: 15
Live bank feeds, categorization rules and a reconciliation tool are listed on every paid plan.
Invoicing Weight: 10
Invoices with online payments, recurring billing, estimates or quotes and a customer portal.
Receipt capture Weight: 10
Receipts can be photographed or uploaded through a mobile app or email inbox.
Financial reports Weight: 10
Customizable reports plus tracking by class, location or project.
Price transparency Weight: 10
Every plan has a list price, and what each plan includes and what extra users, volume or businesses cost is stated.
Customer sentiment Weight: 10
A verified review profile with a high score on a large number of reviews.

Zoho Books has a free plan that lists invoicing, receipt scans and bank reconciliation, and five paid plans above it. The exact limits are in limits on the Zoho Books free plan. Among the free options, the free-plan ranking puts Zoho Books first, and the accounting software picks place it first among the paid packages too.

Plans and score

Standard at $20 a month adds bank feeds and sales tax tracking. Professional at $50 adds inventory and multicurrency. Shopify and Amazon connections are native. It rates 4.4 from 681 Capterra reviews. The top price level, together with high bank, invoicing and report levels, produces the leading total.

Anyone leaving QuickBooks can start with a ranked list of QuickBooks substitutes. The closest ledger on features is covered by what Xero earns, and the other free option by Wave plans and scores.

Who should look elsewhere

FreshBooks earns a higher invoicing level and QuickBooks Online a higher receipts level, so each is listed under the point where it scores above Zoho Books. Several businesses add another consideration. Zoho says multiple businesses can be set up as different organizations, but pricing is per organization, as in per-company software pricing.

The paid comparison most readers want is price against Xero, and Xero fees lists them. For the logic behind the totals, why a tool ranks where it does shows each weight.

Quick answers

Open questions are collected in questions people keep asking. A store that sells online can read an ecommerce shortlist to see how Zoho Books ranks first there too.

Common questions

How much does Zoho Books cost?

There is a free plan, then Standard at $20 a month, Professional at $50 and higher plans up to $275. Paid plans come with a 14-day trial.

What are the free plan limits?

The plan stays free while the financial-year revenue does not pass $50K, and allows 1,000 invoices a year and 1,000 expenses a year.

How is Zoho Books rated?

It rates 4.4 from 681 reviews on Capterra.

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