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Zoho Books - Plans Comparison

Simple, Straightforward Pricing!

Hey! You are viewing the pricing for United States.
The pricing will vary based on the edition you choose.

Free

For businesses with revenue <50K USD per annum

Standard

Professional

Premium

Elite

Ultimate

Pricing

Price/Org/Month$0$20

$50

$70

$150

$275

Price/Org/Month$0$15

Billed Annually

$40

Billed Annually

$60

Billed Annually

$120

Billed Annually

$240

Billed Annually

Features

Users1 User + 1 Accountant3

5

10

10

15

Schedule Reports55

50

200

200

200

Manage ClientsYesYes

Yes

Yes

Yes

Yes

Manage ItemsYesYes

Yes

Yes

Yes

Yes

QuotesYesYes

Yes

Yes

Yes

Yes

Manage InvoicesYesYes

Yes

Yes

Yes

Yes

Customer PortalYesYes

Yes

Yes

Yes

Yes

Record Offline PaymentsYesYes

Yes

Yes

Yes

Yes

Online PaymentsYesYes

Yes

Yes

Yes

Yes

Generate Payment LinksYesYes

Yes

Yes

Yes

Yes

Automate Payment RemindersYesYes

Yes

Yes

Yes

Yes

Multi-lingual InvoicingYesYes

Yes

Yes

Yes

Yes

Credit NotesYesYes

Yes

Yes

Yes

Yes

Recurring InvoicesYesYes

Yes

Yes

Yes

Yes

ExpensesYesYes

Yes

Yes

Yes

Yes

Track Mileage ExpensesYesYes

Yes

Yes

Yes

Yes

Add Multiple Bank and Credit Card AccountsYesYes

Yes

Yes

Yes

Yes

Import Bank and Credit Card StatementsYesYes

Yes

Yes

Yes

Yes

Bank RulesYesYes

Yes

Yes

Yes

Yes

Bank ReconciliationYesYes

Yes

Yes

Yes

Yes

Invite AccountantYesYes

Yes

Yes

Yes

Yes

Chart of AccountsYesYes

Yes

Yes

Yes

Yes

Sub-AccountsYesYes

Yes

Yes

Yes

Yes

Manual JournalsYesYes

Yes

Yes

Yes

Yes

ReportsYesYes

Yes

Yes

Yes

Yes

Invoice CustomizationYesYes

Yes

Yes

Yes

Yes

Email Template CustomizationYesYes

Yes

Yes

Yes

Yes

Manage 1099 ContractorsYesYes

Yes

Yes

Yes

Yes

Cashflow Forecasting ReportNoNo

No

Yes

Yes

Yes

Multi-currency ContactsNoNo

Yes

Yes

Yes

Yes

Multi-currency Transactions for Each ContactNoNo

No

No

Yes

Yes

Standard Features

Recurring ExpensesNoYes

Yes

Yes

Yes

Yes

Connect and fetch bank & credit card feeds via bank feeds providerNoYes

Yes

Yes

Yes

Yes

Predefined User RolesNoYes

Yes

Yes

Yes

Yes

Bulk Updates - AccountsNoYes

Yes

Yes

Yes

Yes

Transaction LockingNoYes

Yes

Yes

Yes

Yes

Custom ViewsYesYes

Yes

Yes

Yes

Yes

Custom FieldsNoYes

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 TagsNoYes

        Yes

        Yes

        Yes

        Yes

        Custom ReportsNo10

        25

        50

        Unlimited

        Unlimited

        Professional Features

        Track Project Expenses and InvoiceNoNo

        Yes

        Yes

        Yes

        Yes

        Project Tasks

        Create specific tasks related to your projects and log time for them.

          NoNo

          Yes

          Yes

          Yes

          Yes

          Timesheet and BillingNoNo

          Yes

          Yes

          Yes

          Yes

          Sales ApprovalNoNo

          Yes

          Yes

          Yes

          Yes

          Retainer InvoicesNoNo

          Yes

          Yes

          Yes

          Yes

          BillsNoNo

          Yes

          Yes

          Yes

          Yes

          Payments MadeNoNo

          Yes

          Yes

          Yes

          Yes

          Vendor CreditsNoNo

          Yes

          Yes

          Yes

          Yes

          Recurring BillsNoNo

          Yes

          Yes

          Yes

          Yes

          Sales OrdersNoNo

          Yes

          Yes

          Yes

          Yes

          Purchase OrdersNoNo

          Yes

          Yes

          Yes

          Yes

          Purchase ApprovalNoNo

          Yes

          Yes

          Yes

          Yes

          Automatic Exchange RateNoNo

          Yes

          Yes

          Yes

          Yes

          Currency AdjustmentsNoNo

          Yes

          Yes

          Yes

          Yes

          Stock TrackingNoNo

          Yes

          Yes

          Yes

          Yes

          Price ListsNoNo

          Yes

          Yes

          Yes

          Yes

          Landed CostsNoNo

          Yes

          Yes

          Yes

          Yes

          Custom RolesNoNo

          Yes

          Yes

          Yes

          Yes

          Timesheet ApprovalNoNo

          Yes

          Yes

          Yes

          Yes

          Timesheet - Customer ApprovalNoNo

          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.

            NoNo

            Yes

            Yes

            Yes

            Yes

            Retained Invoice for ProjectsNoNo

            Yes

            Yes

            Yes

            Yes

            Project ProfitabilityNoNo

            Yes

            Yes

            Yes

            Yes

            Journal TemplatesNoYes

            Yes

            Yes

            Yes

            Yes

            TasksNoNo

            Yes

            Yes

            Yes

            Yes

            Recurring JournalsNoNo

            Yes

            Yes

            Yes

            Yes

            Premium Features

            Custom DomainNoNo

            No

            Yes

            Yes

            Yes

            Vendor PortalNoNo

            No

            Yes

            Yes

            Yes

            Multi-Transaction Number SeriesNoNo

            No

            Yes

            Yes

            Yes

            BudgetingNoNo

            No

            Yes

            Yes

            Yes

            Custom ButtonsNoNo

            No

            Yes

            Yes

            Yes

            Validation RulesNoNo

            No

            Yes

            Yes

            Yes

            Related ListsNoNo

            No

            Yes

            Yes

            Yes

            WebTabsNoNo

            No

            Yes

            Yes

            Yes

            Workflow Rules (Up to 200)

            • Email Alerts
            • In-app Notifications
            • Field Updates
            • Custom Functions(Only from Premium Plan)
            • Webhooks(Only from Premium Plan)
            NoNo

            Yes

            Yes

            Yes

            Yes

            Custom SchedulersNoNo

            No

            Yes

            Yes

            Yes

            Custom ModulesNoNo

            No

            10

            10

            25

            Record Locking

            Lock your invoices and credit notes, and only allow users with relevant permission to edit or delete them.

              NoNo

              No

              Yes

              Yes

              Yes

              Advanced Inventory Control

              Integrate Shopify Stores (Up to 2 stores)NoNo

              No

              No

              Yes

              Yes

              Warehouse Management (Up to 5 warehouses)NoNo

              No

              No

              Yes

              Yes

              Serial Number TrackingNoNo

              No

              No

              Yes

              Yes

              Batch TrackingNoNo

              No

              No

              Yes

              Yes

              Print Shipping LabelNoNo

              No

              No

              Yes

              Yes

              Shipment TrackingNoNo

              No

              No

              Yes

              Yes

              Advanced Analytics

              View real-time reports and dashboardsNoNo

              No

              No

              No

              Yes

              Analyze and track key financial metricsNoNo

              No

              No

              No

              Yes

              Customize reports and dashboardsNoNo

              No

              No

              No

              Yes

              Analyze Zoho Books data along with other data sourcesNoNo

              No

              No

              No

              Yes

              Collaboratively create reports with colleaguesNoNo

              No

              No

              No

              Yes

              Export and print reports as excel or PDFNoNo

              No

              No

              No

              Yes

              Embed reports in web sites/applicationsNoNo

              No

              No

              No

              Yes

              Records/Rows (5 Million)NoNo

              No

              No

              No

              Yes

              Integrations

              Zoho Apps

              • Zoho CRM
              • Zoho Analytics
              • Zoho SalesIQ
              • Zoho Mail
              • Zoho Desk
              • Zoho Expense
              • Zoho Inventory
              • Zoho Cliq
              YesYes

              Yes

              Yes

              Yes

              Yes

              Other Apps

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

              Yes

              Yes

              Yes

              Yes

              Zoho PeopleNoNo

              Yes

              Yes

              Yes

              Yes

              Zoho ProjectsNoNo

              Yes

              Yes

              Yes

              Yes

              AvalaraNoYes

              Yes

              Yes

              Yes

              Yes

              ZendeskNoYes

              Yes

              Yes

              Yes

              Yes

              Zoho SignNoNo

              No

              Yes

              Yes

              Yes

              TwilioNoNo

              No

              Yes

              Yes

              Yes

              Payment Gateways

              StripeYesYes

              Yes

              Yes

              Yes

              Yes

              PayPalYesYes

              Yes

              Yes

              Yes

              Yes

              Authorize.NetNoYes

              Yes

              Yes

              Yes

              Yes

              SquareNoYes

              Yes

              Yes

              Yes

              Yes

              2CheckoutNoYes

              Yes

              Yes

              Yes

              Yes

              BraintreeNoYes

              Yes

              Yes

              Yes

              Yes

              CSG ForteNoYes

              Yes

              Yes

              Yes

              Yes

              PayPal Payflow ProNoYes

              Yes

              Yes

              Yes

              Yes

              PayPal Payments ProNoYes

              Yes

              Yes

              Yes

              Yes

              Taxes

              Track Sales TaxNoYes

              Yes

              Yes

              Yes

              Yes

              Customer Support

              EmailYesYes

              Yes

              Yes

              Yes

              Yes

              ChatNoYes

              Yes

              Yes

              Yes

              Yes

              VoiceNoYes

              Yes

              Yes

              Yes

              Yes