QuotesSee all features
Simple, Straightforward Pricing!
GSTIN Within a single organization
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.
Bulk Updates - Accounts
Multi-Transaction Number Series
Predefined User Roles
Basic Multi-currency Handling
Automatic Exchange Rates
Timesheet - Customer Approval
Generate Payment Links
Direct Bank Integration with Partner Banks
Direct Bank Feeds via Partner Banks
Import PDF Statements All the PDF files you upload in Zoho Books will be imported via Perfios.
Project Tasks Create specific tasks related to your projects and log time for them.
Timesheet and Billing
Project Time Tracking
Chart of Accounts
Bill of Entry
Bill of Supply
Record Locking Lock your invoices and credit notes, and only allow users with relevant permission to edit or delete them.
Digital Signature This feature is supported only on Zoho Books' Windows app
Cashflow Forecasting Report
Boolean (Check Box)
Text Box (Multi-line)
Numerical Maximum limit of custom fields created under this type may range from 12 to 30, depending on the plan.
Date and Time
Decimal Maximum limit of custom fields created under this type may range from 4 to 10, depending on the plan.
String Maximum limit of custom fields created under this type may range from 20 to 50, depending on the plan.
Text Box (Single-line)
API Call Limit
Custom Buttons and Links
Workflow Rules (Up to 200) Email AlertsIn-app NotificationsField UpdatesCustom FunctionsCustom Schedulers
Integrate Shopify Stores (Up to 2 stores)
Warehouse Management (Up to 5 warehouses)
Serial Number Tracking
Print Shipping Label
Advanced Multi-currency Handling Create transactions in more than one currency for each of your contacts.
View real-time reports and dashboards
Analyze and track key financial metrics
Customize reports and dashboards
Analyze Zoho Books data along with other data sources
Collaboratively create reports with colleagues
Export and print reports as excel or PDF
Embed reports in web sites/applications
Records/Rows (5 Million)
Yodlee Zoho Books collaborates with a reputable third-party service provider called Yodlee, a leading online banking solutions company serving millions of customers globally. Yodlee works in conjunction with numerous banks to provide us with reliable bank feeds.
Kotak Mahindra Bank
Standard Chartered Bank
*Prices are exclusive of GST.
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