Zoho Books - Plans Comparison
Simple, Straightforward Pricing!
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The pricing will vary based on the edition you choose.
FreeSign UpFor businesses with revenue <50K CAD per annum | StandardSign Up | ProfessionalSign Up | PremiumSign Up | EliteSign Up | UltimateSign Up | |
|---|---|---|---|---|---|---|
| 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 |
| Schedule Reports | 5 | 50 | 200 | 200 | 200 | 200 |
| Manage Clients | Yes | Yes | Yes | Yes | Yes | Yes |
| Manage Items | Yes | Yes | Yes | Yes | Yes | Yes |
| Quotes | Yes | Yes | Yes | Yes | Yes | Yes |
| Manage Invoices | Yes | Yes | Yes | Yes | Yes | Yes |
| Customer 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 | Yes | Yes | Yes |
| Basic Multi-currency Handling | No | No | Yes | Yes | Yes | Yes |
| Advanced Multi-currency Handling Create transactions in more than one currency for each of your contacts. | 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 |
| 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 |
Boolean (Check Box) | No | 3 | 3 | 3 | 3 | 3 |
Text Box (Multi-line) | No | 5 | 5 | 5 | 5 | 5 |
Multi-Select | No | 2 | 2 | 5 | 5 | 5 |
Formula | No | No | No | 2 | 2 | 2 |
Numerical Maximum limit of custom fields created under this type may range from 12 to 30, depending on the plan. | No | 12 | 12 | 30 | 30 | 30 |
Number | No | 12 | 12 | 30 | 30 | 30 |
Date | No | 12 | 12 | 30 | 30 | 30 |
Date and Time | No | 12 | 12 | 30 | 30 | 30 |
Lookup | No | 5 | 5 | 5 | 5 | 5 |
Attachment | No | 4 | 4 | 4 | 4 | 4 |
Decimal Maximum limit of custom fields created under this type may range from 4 to 10, depending on the plan. | No | 4 | 4 | 10 | 10 | 10 |
Decimal | No | 4 | 4 | 10 | 10 | 10 |
Amount | No | 4 | 4 | 10 | 10 | 10 |
Percent | No | 4 | 4 | 10 | 10 | 10 |
String Maximum limit of custom fields created under this type may range from 20 to 50, depending on the plan. | No | 20 | 20 | 50 | 50 | 50 |
Text Box (Single-line) | No | 20 | 20 | 50 | 50 | 50 |
Email | No | 20 | 20 | 50 | 50 | 50 |
URL | No | 20 | 20 | 50 | 50 | 50 |
Phone | No | 20 | 20 | 50 | 50 | 50 |
Auto-Generate Number | No | 1 | 1 | 1 | 1 | 1 |
Dropdown | No | 5 | 5 | 20 | 20 | 20 |
| Reporting Tags | No | Yes | Yes | Yes | Yes | Yes |
| Custom Reports | No | 10 | 25 | 50 | Unlimited | Unlimited |
| Custom Financial Report Generator | No | Yes | Yes | Yes | Yes | Yes |
| Professional Features | ||||||
| Track Project Expenses and Invoice | No | No | Yes | Yes | Yes | Yes |
| Project Tasks Create specific tasks related to your projects and log time for them. | No | No | Yes | Yes | Yes | Yes |
| Timesheet and Billing | No | No | Yes | Yes | Yes | Yes |
| 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 |
| 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 - Customer 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 Modules | No | No | No | 10 | 10 | 25 |
| Record Locking Lock your invoices and credit notes, and only allow users with relevant permission to edit or delete them. | No | No | No | Yes | Yes | Yes |
| 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 |
| Zoho People | No | Yes | Yes | Yes | Yes | Yes |
| Zoho Projects | No | 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 |
| CSG 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 |
| 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 |
