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Plan Comparison

Simple, Straightforward Pricing!

All Plans

Price/Org/Month Price/Org/Month Billed Annually
Free
Standard
Professional
Premium
Elite
Ultimate

$0

$20

$15

$50

$40

$70

$60

$150

$120

$275

$240

+-   Core accounting and organization setup

Users

1 User + 1 Accountant
3 User
5 User
10 User
10 User
15 User
Sales

Manage customers

yes
yes
yes
yes
yes
yes

Quotes

yes
yes
yes
yes
yes
yes

Invoices

1,000 a year
5,000 a year
10,000 a year
25,000 a year
100,000 a year
100,000 a year

Recurring invoices

yes
yes
yes
yes
yes
yes

Credit Notes

yes
yes
yes
yes
yes
yes

Sales receipts

yes
yes
yes
yes
yes
yes

Invoice customization

yes
yes
yes
yes
yes
yes

Customer portal

yes
yes
yes
yes
yes
yes

Multi-lingual invoicing

yes
yes
yes
yes
yes
yes

Payment reminders

yes
yes
yes
yes
yes
yes

Online payments

yes
yes
yes
yes
yes
yes

Generate payment links

yes
yes
yes
yes
yes
yes

Record Offline Payments

yes
yes
yes
yes
yes
yes

Progress invoicing

no
yes
yes
yes
yes
yes

Retention payments

no
yes
yes
yes
yes
yes

Remove Zoho Books branding on invoices

no
yes
yes
yes
yes
yes

Sales orders

no
no
yes
yes
yes
yes

Sales approval

no
no
yes
yes
yes
yes

Retainer Invoices

no
no
yes
yes
yes
yes

Multi-currency invoicing Associate a currency other than your base currency to customers and create transactions.

no
no
yes
yes
yes
yes

Automatic exchange rates

no
no
yes
yes
yes
yes

Multi-transaction number series

no
no
no
yes
yes
yes

Multi-currency transactions for each customer Manage transactions in multiple currencies for the same customer

no
no
no
no
yes
yes

Revenue recognition

no
no
no
no
no
yes
Purchase

Expenses and Bills

1,000 expenses
5,000 expenses
10,000 expenses & bills combined
25,000 expenses & bills combined
100,000 expenses & bills combined
100,000 expenses & bills combined

Track mileage expenses

yes
yes
yes
yes
yes
yes

Auto forward receipts from email inbox

yes
yes
yes
yes
yes
yes

Auto-scan receipts

yes
yes
yes
yes
yes
yes

Recurring Expenses

no
yes
yes
yes
yes
yes

Recurring bills

no
no
yes
yes
yes
yes

Manage vendors

no
no
yes
yes
yes
yes

Vendor credits

no
no
yes
yes
yes
yes

Record payments made

no
no
yes
yes
yes
yes

Purchase orders

no
no
yes
yes
yes
yes

Purchase approval

no
no
yes
yes
yes
yes

Print Checks

no
no
yes
yes
yes
yes

Apply landed costs to purchases

no
no
yes
yes
yes
yes

Multi-currency transactions Associate a currency other than your base currency to vendors.

no
no
yes
yes
yes
yes

Automatic exchange rates

no
no
yes
yes
yes
yes

Vendor portal

no
no
no
yes
yes
yes

Multi-transaction number series

no
no
no
yes
yes
yes

Multi-currency transactions for each vendor Manage transactions in multiple currencies for the same vendor

no
no
no
no
yes
yes
Banking

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 reconciliation

yes
yes
yes
yes
yes
yes

Transaction rules

yes
yes
yes
yes
yes
yes

Setup bank & credit card feeds via third party provider

no
yes
yes
yes
yes
yes

Auto forward bank and credit card statements

no
yes
yes
yes
yes
yes
For Accountants

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

Bulk update - accounts

no
yes
yes
yes
yes
yes

Transaction locking

no
yes
yes
yes
yes
yes

Journal templates

no
yes
yes
yes
yes
yes

Base currency adjustments

no
no
yes
yes
yes
yes

Recurring journals

no
no
yes
yes
yes
yes

Multi-transaction number series

no
no
no
yes
yes
yes

Budgeting

no
no
no
yes
yes
yes

Fixed asset management

no
no
no
yes
yes
yes
Inventory

Manage items

yes
yes
yes
yes
yes
yes

Stock tracking

no
no
yes
yes
yes
yes

Set reorder points

no
no
yes
yes
yes
yes

Price lists

no
no
yes
yes
yes
yes
Reporting

Dashboard

yes
yes
yes
yes
yes
yes

Reports

yes
yes
yes
yes
yes
yes

Export and print reports as spreadsheet and PDF

yes
yes
yes
yes
yes
yes

Schedule reports

5
5
50
200
200
200

Reporting tags

no
yes
yes
yes
yes
yes

Custom reports

no
10
25
50
Unlimited
Unlimited

Cashflow forecasting report

no
no
no
yes
yes
yes
Tax

W-9 management

yes
yes
yes
yes
yes
yes

Track 1099 contractors

yes
yes
yes
yes
yes
yes

Track 1099 contractors

yes
yes
yes
yes
yes
yes

Generate 1099 reports

yes
yes
yes
yes
yes
yes

Prepare and file 1099s

yes
yes
yes
yes
yes
yes

E-File 1099-MISC & 1099-NEC

no
yes
yes
yes
yes
yes

E-File 1099 forms with IRS

no
yes
yes
yes
yes
yes

Track sales tax and use tax

no
yes
yes
yes
yes
yes

Tax Treatment for items

no
yes
yes
yes
yes
yes

Tax treatment for contacts

no
yes
yes
yes
yes
yes

Tax Rates

no
yes
yes
yes
yes
yes

Tax Groups

no
yes
yes
yes
yes
yes

Tax exemptions conditions

no
yes
yes
yes
yes
yes

Sales tax liability report

no
yes
yes
yes
yes
yes
+-   Internal finance control

Activity log

yes
yes
yes
yes
yes
yes

Transaction locking

no
yes
yes
yes
yes
yes

Custom user roles and access

no
no
yes
yes
yes
yes

Sales approval

no
no
yes
yes
yes
yes

Purchase approval

no
no
yes
yes
yes
yes

Timesheet approval - Internal

no
no
yes
yes
yes
yes

Timesheet approval - Customer

no
no
yes
yes
yes
yes

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

Validation rules

no
no
no
yes
yes
yes
+-   Projects and timesheets

Manage projects

no
no
yes
yes
yes
yes

Project expenses and invoices

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

Timesheet approval

no
no
yes
yes
yes
yes

Timesheet approval - Customer

no
no
yes
yes
yes
yes

Retainer invoices for projects

no
no
yes
yes
yes
yes

Project budgeting

no
no
yes
yes
yes
yes

Project profitability

no
no
yes
yes
yes
yes
+-   Customization and automation

Invoice customization

yes
yes
yes
yes
yes
yes

Email template customization

yes
yes
yes
yes
yes
yes

API call limit

1000 API requests/day
2000 API requests/day
5000 API requests/day
10000 API requests/day
10000 API requests/day
10000 API requests/day

Custom reports

no
10
25
50
200
200

Custom views

yes
yes
yes
yes
yes
yes

Custom fields

no
yes
yes
yes
yes
yes

Workflow rules

no
no
200
200
200
200

Validation rules

no
no
no
yes
yes
yes

Related lists

no
no
no
yes
yes
yes

WebTabs

no
no
no
yes
yes
yes

Custom modules

no
no
no
10
10
25

Custom schedulers

no
no
no
yes
yes
yes

Custom buttons and links

no
no
no
yes
yes
yes

Custom domain

no
no
no
yes
yes
yes
Workflow rules executions

Email alerts

no
no
yes
yes
yes
yes

In-app notifications

no
no
yes
yes
yes
yes

Field updates

no
no
yes
yes
yes
yes

Custom functions

no
no
no
yes
yes
yes

Webhooks

no
no
no
yes
yes
yes
Custom fields

String : Text box (Single-line), Email, URL, and Phone

no
20
20
50
50
50

Numerical : Number, Date, and Date & Time

no
12
12
30
30
30

Decimal : Decimal, Amount, and Percent

no
4
4
10
10
10

Lookup

no
5
5
5
5
5

Text box (Multi-line)

no
5
5
5
5
5

Dropdown

no
5
5
20
20
20

Attachment

no
4
4
4
4
4

Boolean (Check Box)

no
3
3
3
3
3

Multi-select

no
2
2
5
5
5

Auto-generate number

no
1
1
1
1
1

Formula

no
no
no
2
2
2
+-   Document management

Create folders

yes
yes
yes
yes
yes
yes

Upload documents

yes
yes
yes
yes
yes
yes

Auto scan receipts Add-on to be purchased separately

yes
yes
yes
yes
yes
yes

Attach files to transactions and contacts

yes
yes
yes
yes
yes
yes

Auto forward receipts and bills

yes
yes
yes
yes
yes
yes

Auto forward bank statements

yes
yes
yes
yes
yes
yes
+-   Collaboration

Customer portal

yes
yes
yes
yes
yes
yes

Comments

yes
yes
yes
yes
yes
yes

Contextual chats 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

Assign and track tasks

no
no
yes
yes
yes
yes

Vendor portal

no
no
no
yes
yes
yes
+-   Advanced inventory

Manage warehouses (Up to 5)

no
no
no
no
yes
yes

Composite items

no
no
no
no
yes
yes

Track serial numbers

no
no
no
no
yes
yes

Batch tracking

no
no
no
no
yes
yes

Print shipping label

no
no
no
no
yes
yes

Track shipments

no
no
no
no
yes
yes

Connect online sales channels (Etsy, eBay, Amazon)

no
no
no
no
yes
yes

Connect shopify stores (Up to 2 stores)

no
no
no
no
yes
yes
+-   Advanced analytics

50+ Pre-built data visualization

no
no
no
no
no
yes

Create custom dashboard with charts and widgets

no
no
no
no
no
yes

Add and track KPIs for your business

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

Embed reports in web sites/applications

no
no
no
no
no
yes

Records/Rows (3 Million)

no
no
no
no
no
yes
+-   Integrations
Other Apps

Google Workspace

yes
yes
yes
yes
yes
yes

Microsoft 365

yes
yes
yes
yes
yes
yes

Slack

yes
yes
yes
yes
yes
yes

Zapier

yes
yes
yes
yes
yes
yes

Dropbox

yes
yes
yes
yes
yes
yes

Google Drive

yes
yes
yes
yes
yes
yes

Evernote

yes
yes
yes
yes
yes
yes

OneDrive

yes
yes
yes
yes
yes
yes

WhatsApp Credits to be purchased separately

yes
yes
yes
yes
yes
yes

Avalara

no
yes
yes
yes
yes
yes

Zendesk

no
yes
yes
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

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

Square

no
yes
yes
yes
yes
yes
Zoho Apps

Zoho Practice

yes
yes
yes
yes
yes
yes

Zoho Payroll

yes
yes
yes
yes
yes
yes

Zoho Inventory

yes
yes
yes
yes
yes
yes

Zoho Expense

yes
yes
yes
yes
yes
yes

Zoho Analytics

yes
yes
yes
yes
yes
yes

Zoho CRM

yes
yes
yes
yes
yes
yes

Zoho SalesIQ

yes
yes
yes
yes
yes
yes

Zoho Mail

yes
yes
yes
yes
yes
yes

Zoho Desk

yes
yes
yes
yes
yes
yes

Zoho Cliq

yes
yes
yes
yes
yes
yes

Bigin

yes
yes
yes
yes
yes
yes

Zoho Billing

yes
yes
yes
yes
yes
yes

Zoho Campaigns

yes
yes
yes
yes
yes
yes

Zoho Commerce

yes
yes
yes
yes
yes
yes

Zoho People

no
no
yes
yes
yes
yes

Zoho Projects

no
no
yes
yes
yes
yes

Zoho Sign

no
no
no
yes
yes
yes
+-   Support

Email

yes
yes
yes
yes
yes
yes

Chat

no
yes
yes
yes
yes
yes

Voice

no
yes
yes
yes
yes
yes

*Prices are exclusive of local taxes

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    ECM MEDIA LLC

  • Creating quotes, acquiring signatures, processing payments, and reporting revenue and taxes has gone from slow and arduous tasks to effortless tasks! Zoho Books does everything its counterparts do but is more customizable. Their customer service team goes above and beyond and is almost always available, all at a fraction of the cost compared to its competitors.

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    JKase Inc, USA
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