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Zoho Books - Plans Comparison

Simple, Straightforward Pricing!

free

For businesses with revenue <35K GBP per annum

standard

professional

premium

elite

ultimate

Pricing

Price/Org/Month £0 £12

£24

£30

£99

£199

Price/Org/Month £0 £10

Billed annually

£20

Billed annually

£25

Billed annually

£85

Billed annually

£165

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

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 Rates 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

Yes

Yes

Tasks No No

Yes

Yes

Yes

Yes

Recurring Journals No No

Yes

Yes

Yes

Yes

Workflow Rules (Up to 10)

  • Email Alerts
  • In-app Notifications
  • Field Updates
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)

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

No

Yes

Yes

Yes

Custom Reports No No

No

Yes

Yes

Yes

Custom Modules No No

No

10

10

25

Integrations

Zoho Apps Yes Yes

Yes

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

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

Yes

Yes

Yes

Yes

Other Apps

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

Yes

Yes

Yes

Yes

Uber 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

GoCardless 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

Taxes

VAT Tracking Yes Yes

Yes

Yes

Yes

Yes

VAT Returns Yes Yes

Yes

Yes

Yes

Yes

MTD VAT Filing Yes Yes

Yes

Yes

Yes

Yes

CIS No Yes

Yes

Yes

Yes

Yes

EC Sales List No Yes

Yes

Yes

Yes

Yes

Customer Support

Email Yes Yes

Yes

Yes

Yes

Yes

Chat No Yes

Yes

Yes

Yes

Yes

Voice No Yes

Yes

Yes

Yes

Yes