Zoho Books - Plans Comparison
Simple, Straightforward Pricing!
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For businesses with revenue <1 Million ZAR per annum |
StandardSign Up |
ProfessionalSign Up |
PremiumSign Up |
EliteSign Up |
UltimateSign Up |
|
|---|---|---|---|---|---|---|
| Pricing |
|
|
|
|
|
|
| Price/Org/Month | R0 |
R99
|
R199
|
R299
|
R1290
|
R2490
|
| Price/Org/Year | R0 |
R990
Billed Annually |
R1990
Billed Annually |
R2990
Billed Annually |
R12900
Billed Annually |
R24900
Billed Annually |
| Features |
|
|
|
|
|
|
| Users | 1 User + 1 Accountant |
3
|
5
|
10
|
10
|
15
|
| Schedule Reports | 5 |
50
|
200
|
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
|
| 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 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 |
|
|
|
|
|
|
| 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
|
| 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
|
| Automatic Exchange Rate | 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
|
| 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
|
| 2Checkout | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Authorize.Net | No |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Square | 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
|
| Taxes |
|
|
|
|
|
|
| Manage Tax Rates | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Manage Tax Groups | Yes |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
| Tax Summary Report | Yes |
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
|
