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Zoho Books - Plans Comparison

Simple, Straightforward Pricing!

Free

For businesses with revenue <50K CAD per annum

Standard

Professional

Premium

Pricing

Price/Org/Month C$ 0 C$ 20

C$ 35

C$ 50

Price/Org/Month C$ 0 C$ 15

Billed Annually

 C$ 30

Billed Annually

 C$ 40

Billed Annually
Features

Users 1 User + 1 Accountant 3

5

10

Manage Clients Yes Yes

Yes

Yes

Manage Items Yes Yes

Yes

Yes

Estimates Yes Yes

Yes

Yes

Manage Invoices Yes Yes

Yes

Yes

Client Portal Yes Yes

Yes

Yes

Record Offline Payments Yes Yes

Yes

Yes

Online Payments Yes Yes

Yes

Yes

Generate Payment Links Yes Yes

Yes

Yes

Automate Payment Reminders Yes Yes

Yes

Yes

Multi-lingual Invoicing Yes Yes

Yes

Yes

Credit Notes Yes Yes

Yes

Yes

Recurring Invoices Yes Yes

Yes

Yes

Expenses Yes Yes

Yes

Yes

Track Mileage Expenses Yes Yes

Yes

Yes

Add Multiple Bank and Credit Card Accounts Yes Yes

Yes

Yes

Import Bank and Credit Card Statements Yes Yes

Yes

Yes

Bank Rules Yes Yes

Yes

Yes

Bank Reconciliation Yes Yes

Yes

Yes

Invite Accountant Yes Yes

Yes

Yes

Chart of Accounts Yes Yes

Yes

Yes

Sub-Accounts Yes Yes

Yes

Yes

Manual Journals Yes Yes

Yes

Yes

Reports Yes Yes

Yes

Yes

Invoice Customization Yes Yes

Yes

Yes

Email Template Customization Yes Yes

Yes

Yes

Standard Features

Recurring Expenses No Yes

Yes

Yes

Connect and fetch bank & credit card feeds via bank feeds provider No Yes

Yes

Yes

Predefined User Roles No Yes

Yes

Yes

Track Project Expenses and Invoice No Yes

Yes

Yes

Bulk Updates No Yes

Yes

Yes

Transaction Locking No Yes

Yes

Yes

Custom Views No Yes

Yes

Yes

Custom Fields No Yes

Yes

Yes

Reporting Tags No Yes

Yes

Yes

Timesheet and Billing No Yes

Yes

Yes

Professional Features

Sales Approval No No

Yes

Yes

Retainer Invoices No No

Yes

Yes

Bills No No

Yes

Yes

Payments Made No No

Yes

Yes

Vendor Credits No No

Yes

Yes

Recurring Bills No No

Yes

Yes

Sales Orders No No

Yes

Yes

Purchase Orders No No

Yes

Yes

Purchase Approval No No

Yes

Yes

Multi-currency Handling No No

Yes

Yes

Automatic Exchange Rate No No

Yes

Yes

Currency Adjustments No No

Yes

Yes

Stock Tracking No No

Yes

Yes

Price Lists No No

Yes

Yes

Landed Costs No No

Yes

Yes

Custom Roles No No

Yes

Yes

Timesheet Approval No No

Yes

Yes

Timesheet - Client Approval No No

Yes

Yes

Retained Invoice for Projects No No

Yes

Yes

Project Profitability No No

Yes

Yes

Journal Templates No No

Yes

Yes

Recurring Journals No No

Yes

Yes

Workflow Rules (Up to 10)

  • Email Alerts
  • In-app Notifications
  • Field Updates
 No No

Yes

Yes

Premium Features

Custom Domain No No

No

Yes

Vendor Portal No No

No

Yes

Multi-Transaction Number Series No No

No

Yes

Budgeting No No

No

Yes

Custom Buttons No No

No

Yes

Validation Rules No No

No

Yes

Related Lists No No

No

Yes

WebTabs No No

No

Yes

Workflow Rules (Up to 200)

  • Email Alerts
  • In-app Notifications
  • Field Updates
  • Custom Functions
  • Custom Schedulers
  • Webhooks
 No No

No

Yes

Custom Reports No No

No

Yes

Integrations

Zoho Apps

  • Zoho CRM
  • Zoho People
  • Zoho Analytics
  • Zoho SalesIQ
  • Zoho Mail
  • Zoho Projects
  • Zoho Desk
  • Zoho Expense
  • Zoho Inventory
  • Zoho Cliq
 Yes Yes

Yes

Yes

Other Apps

  • GSuite
  • Office 365
  • Slack
  • Zapier
  • Dropbox
  • Google Drive
  • Evernote
  • OneDrive
 Yes Yes

Yes

Yes

Avalara No Yes

Yes

Yes

Zendesk No Yes

Yes

Yes

Zoho Sign No No

No

Yes

Twilio No No

No

Yes

Payment Gateways

Stripe Yes Yes

Yes

Yes

PayPal Yes Yes

Yes

Yes

Authorize.Net No Yes

Yes

Yes

Square No Yes

Yes

Yes

2Checkout No Yes

Yes

Yes

Braintree No Yes

Yes

Yes

Forte No Yes

Yes

Yes

PayPal Payflow Pro No Yes

Yes

Yes

PayPal Payments Pro No Yes

Yes

Yes

Worldpay No Yes

Yes

Yes

GoCardless No Yes

Yes

Yes

Taxes

​GST/HST Return Details Yes Yes

Yes

Yes

GST/HST Returns List Yes Yes

Yes

Yes

QST returns Yes Yes

Yes

Yes

BC PST returns Yes Yes

Yes

Yes

Customer Support

Email Yes Yes

Yes

Yes

Chat No Yes

Yes

Yes

Voice No Yes

Yes

Yes

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  • My accountant was able to log in and file my tax returns last tax season and that is a big one for me. He did agree with me that Zoho Books works.

    Cathy Akinkunmi
    Halifax, Canada

  • Zoho Books is far better than Quick Books. You can customize it to fit your needs and it integrates with other Zoho apps. We map costs for customers from Zoho Projects to Zoho Books and track it in Zoho CRM.

    Russ Dailey
    Instant Data Centers, LLC, US
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