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$120
$275
$240
Users
Manage customers
Quotes
Invoices
Recurring invoices
Credit Notes
Sales receipts
Invoice customization
Customer portal
Multi-lingual invoicing
Payment reminders
Online payments
Generate payment links
Record Offline Payments
Remove Zoho Books branding on invoices
Sales orders
Sales approval
Retainer Invoices
Multicurrency invoicing
Automatic exchange rates
Multi-transaction number series
Multi-currency transactions for customers
Expenses and Bills
Track mileage expenses
Auto forward receipts from email inbox
Auto-scan receipts
Recurring Expenses
Recurring bills
Manage vendors
Vendor credits
Record payments made
Purchase orders
Purchase approval
Print Checks
Apply landed costs to purchases
Multi-currency contacts
Automatic exchange rates
Vendor portal
Multi-transaction number series
Multi-currency transactions for vendors
Add multiple bank and credit card accounts
Import bank and credit card statements
Bank reconciliation
Transaction rules
Setup bank & credit card feeds via third party provider
Auto forward bank and credit card statements
Invite accountant
Chart of accounts
Sub-accounts
Manual journals
Bulk update - accounts
Transaction locking
Journal templates
Base currency adjustments
Recurring journals
Multi-transaction number series
Budgeting
Manage items
Stock tracking
Set reorder points
Price lists
Dashboard
Reports
Export and print reports as spreadsheet and PDF
Schedule reports
Reporting tags
Custom reports
Cashflow forecasting report
Track 1099 Payments
Generate 1099 reports
Track Sales Tax
Tax Treatment for items
Tax treatment for contacts
Tax Rates
Tax Groups
Tax exemptions conditions
Sales tax liability report
Activity log
Transaction locking
Custom user roles and access
Sales approval
Purchase approval
Timesheet approval - Internal
Timesheet approval - Customer
Record locking Lock your invoices and credit notes, and only allow users with relevant permission to edit or delete them.
Validation rules
Manage projects
Project expenses and invoices
Project tasks Create specific tasks related to your projects and log time for them.
Timesheet and billing
Timesheet approval
Timesheet approval - Customer
Retainer invoices for projects
Project budgeting
Project profitability
Invoice customization
Email template customization
API call limit
Custom reports
Custom views
Custom fields
Workflow rules
Validation rules
Related lists
WebTabs
Custom modules
Custom schedulers
Custom buttons and links
Custom domain
Email alerts
In-app notifications
Field updates
Custom functions
Webhooks
String : Text box (Single-line), Email, URL, and Phone
Numerical : Number, Date, and Date & Time
Decimal : Decimal, Amount, and Percent
Lookup
Text box (Multi-line)
Dropdown
Attachment
Boolean (Check Box)
Multi-select
Auto-generate number
Formula
Create folders
Upload documents
Auto scan receipts Add-on to be purchased separately
Attach files to transactions and contacts
Auto forward receipts and bills
Auto forward bank statements
Customer portal
Comments
Contextual chats Initiate chat sessions with other users in Zoho Books using Zoho Cliq’s chat bar. Discuss transactions, contacts, items, bank accounts, or projects.
Assign and track tasks
Vendor portal
Manage warehouses (Up to 5)
Composite items
Track serial numbers
Batch tracking
Print shipping label
Track shipments
Connect online sales channels (Etsy, eBay, Amazon)
Connect shopify stores (Up to 2 stores)
50+ Pre-built data visualization
Create custom dashboard with charts and widgets
Add and track KPIs for your business
Analyze Zoho Books data along with other data sources
Collaboratively create reports with colleagues
Embed reports in web sites/applications
Records/Rows (3 Million)
Google Workspace
Microsoft 365
Slack
Zapier
Dropbox
Google Drive
Evernote
OneDrive
WhatsApp Credits to be purchased separately
Avalara
Zendesk
Twilio
Stripe
PayPal
Authorize.Net
2Checkout
BrainTree
CSG Forte
Square
Zoho Practice
Zoho Inventory
Zoho Expense
Zoho Analytics
Zoho CRM
Zoho SalesIQ
Zoho Mail
Zoho Desk
Zoho Cliq
Bigin
Zoho Billing
Zoho Campaigns
Zoho Commerce
Zoho People
Zoho Projects
Zoho Sign
Chat
Voice
*Prices are exclusive of local taxes
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