Zoho Books - Plans Comparison
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For businesses with revenue <50K CAD per annum |
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|---|---|---|---|---|---|---|
| Pricing |
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|
|
|
|
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| Price/Org/Month | C$ 0 |
C$ 20
|
C$ 35
|
C$ 50
|
C$ 200
|
C$ 350
|
| Price/Org/Month | C$ 0 |
C$ 15
Billed Annually |
C$ 30
Billed Annually |
C$ 40
Billed Annually |
C$ 165
Billed Annually |
C$ 290
Billed Annually |
| Features |
|
|
|
|
|
|
| Users | 1 User + 1 Accountant |
3
|
5
|
10
|
10
|
15
|
| Manage Clients | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Manage Items | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Estimates | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Manage Invoices | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Client Portal | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Record Offline Payments | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Online Payments | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Generate Payment Links | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Automate Payment Reminders | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Multi-lingual Invoicing | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Credit Notes | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Recurring Invoices | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Expenses | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Track Mileage Expenses | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Add Multiple Bank and Credit Card Accounts | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Import Bank and Credit Card Statements | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Bank Rules | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Bank Reconciliation | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Invite Accountant | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Chart of Accounts | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Sub-Accounts | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Manual Journals | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Reports | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Invoice Customization | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Email Template Customization | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Cashflow Forecasting Report | No |
No
|
No
|
No
|
Yes
|
Yes
|
| Standard Features |
|
|
|
|
|
|
| Recurring Expenses | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Connect and fetch bank & credit card feeds via bank feeds provider | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Predefined User Roles | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Track Project Expenses and Invoice | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Project Tasks
Create specific tasks related to your projects and log time for them. |
No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Bulk Updates | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Transaction Locking | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Custom Views | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Custom Fields | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Reporting Tags | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Timesheet and Billing | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Professional Features |
|
|
|
|
|
|
| Sales Approval | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Retainer Invoices | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Bills | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Payments Made | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Vendor Credits | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Recurring Bills | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Sales Orders | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Purchase Orders | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Purchase Approval | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Multi-currency Handling | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Automatic Exchange Rate | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Currency Adjustments | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Stock Tracking | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Price Lists | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Landed Costs | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Custom Roles | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Timesheet Approval | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Timesheet - Client Approval | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Contextual Chat
Initiate chat sessions with other users in Zoho Books using Zoho Cliq’s chat bar. Discuss transactions, contacts, items, bank accounts, or projects. |
No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Retained Invoice for Projects | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Project Profitability | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Journal Templates | No |
No
|
Yes
|
Yes
|
No
|
No
|
| Tasks | No |
No
|
Yes
|
Yes
|
No
|
No
|
| Recurring Journals | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Workflow Rules (Up to 10)
|
No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
| Premium Features |
|
|
|
|
|
|
| Custom Domain | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
| Vendor Portal | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
| Multi-Transaction Number Series | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
| Budgeting | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
| Custom Buttons | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
| Validation Rules | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
| Related Lists | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
| WebTabs | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
|
Workflow Rules (Up to 200)
|
No |
No
|
No
|
Yes
|
Yes
|
Yes
|
| Custom Reports | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
Custom Modules
|
No |
No
|
No
|
10
|
10
|
25
|
| Advanced Inventory Control |
|
|
|
|
|
|
| Integrate Shopify Stores (Up to 2 stores) | No |
No
|
No
|
No
|
Yes
|
Yes
|
| Warehouse Management (Up to 5 warehouses) | No |
No
|
No
|
No
|
Yes
|
Yes
|
| Serial Number Tracking | No |
No
|
No
|
No
|
Yes
|
Yes
|
| Batch Tracking | No |
No
|
No
|
No
|
Yes
|
Yes
|
| Print Shipping Label | No |
No
|
No
|
No
|
Yes
|
Yes
|
| Shipment Tracking | No |
No
|
No
|
No
|
Yes
|
Yes
|
| Advanced Analytics |
|
|
|
|
|
|
| View real-time reports and dashboards | No |
No
|
No
|
No
|
No
|
Yes
|
| Analyze and track key financial metrics | No |
No
|
No
|
No
|
No
|
Yes
|
| Customize reports and dashboards | No |
No
|
No
|
No
|
No
|
Yes
|
| Analyze Zoho Books data along with other data sources | No |
No
|
No
|
No
|
No
|
Yes
|
| Collaboratively create reports with colleagues | No |
No
|
No
|
No
|
No
|
Yes
|
| Export and print reports as excel or PDF | No |
No
|
No
|
No
|
No
|
Yes
|
| Embed reports in web sites/applications | No |
No
|
No
|
No
|
No
|
Yes
|
| Records/Rows (5 Million) | No |
No
|
No
|
No
|
No
|
Yes
|
| Integrations |
|
|
|
|
|
|
|
Zoho Apps
|
Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Other Apps
|
Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Avalara | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Zendesk | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Zoho Sign | No |
No
|
No
|
Yes
|
No
|
No
|
| Twilio | No |
No
|
No
|
Yes
|
No
|
No
|
| Payment Gateways |
|
|
|
|
|
|
| Stripe | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| PayPal | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Authorize.Net | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Square | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| 2Checkout | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Braintree | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Forte | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| PayPal Payflow Pro | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| PayPal Payments Pro | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Worldpay | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| GoCardless | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Taxes |
|
|
|
|
|
|
| ​GST/HST Return Details | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| GST/HST Returns List | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| QST returns | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| BC PST returns | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Customer Support |
|
|
|
|
|
|
| Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
| Chat | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Voice | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
