Zoho Books - Plans Comparison
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For businesses with revenue <50K USD per annum |
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Pricing |
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Price/Org/Month | $0 |
$18
|
$30
|
$42
|
$99
|
$249
|
Price/Org/Month | $0 |
$15
Billed Annually |
$25
Billed Annually |
$35
Billed Annually |
$85
Billed Annually |
$200
Billed Annually |
Features |
|
|
|
|
|
|
Users | 1 User + 1 Accountant |
3
|
5
|
10
|
10
|
15
|
Schedule Reports | 5 |
5
|
50
|
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
|
Delivery Challans | 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
|
Professional Features |
|
|
|
|
|
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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
|
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
|
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
|
Yes
|
Yes
|
Tasks | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
Recurring Journals | No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
Workflow Rules (Up to 10)
|
No |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
Premium Features |
|
|
|
|
|
|
3 Branches
3 branches by default. Purchase add-on for additional branches. |
No |
No
|
No
|
Yes
|
Yes
|
Yes
|
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 |
10
|
25
|
50
|
Unlimited
|
Unlimited
|
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
|
Zendesk | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Zoho Sign | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
Twilio | No |
No
|
No
|
Yes
|
Yes
|
Yes
|
Payment Gateways |
|
|
|
|
|
|
Stripe | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
PayPal | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
PayTabs | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Authorize.Net | 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
|
Customer Support |
|
|
|
|
|
|
Yes |
20
|
20
|
50
|
50
|
50
|
|
Chat | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Voice | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|