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Zoho Books
by Zoho Corporation Pvt Ltd.Microsoft 365Paid
Manage financial records in Zoho Books with transaction tracking, bank reconciliation, project billing, tax tools, workflows, and reports.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Zoho Books records, and analyzes financial transactions. It stores contacts and items, links taxes to them, and supports transactions for customers and vendors. Bank statements can be imported or connected through bank feeds for reconciliation. The service also covers project time billing, tax returns, workflow rules, user tasks, and customizable financial reports.
Key capabilities
from the Microsoft Marketplace listingContact and item records
Add or import customer, vendor, and item records, with tax associations for contacts and items.
Transaction creation
Create transactions for customers and vendors from the contacts and items stored in the service.
Bank reconciliation
Import bank statements or configure bank feeds to compare bank activity with transactions in Zoho Books.
Project time billing
Track client projects and recorded hours, then bill clients for time entered in timesheets.
Workflow rules
Configure automation and workflow rules for daily tasks and business processes.
Tax return generation
Keep track of taxes and generate tax returns.
Financial reporting
Run and customize financial reports covering business finances and performance.
In the catalog
488 plugins in Zoho Books · Finance
Price distribution: 19 free, 7 freemium, 315 paid, 147 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Zoho Books
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Zoho Books is end-to-end online accounting software. You can record, audit, and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provides you a head start in accounting for your business. With Zoho Books, you can: 1. Add your customers and …»
Official marketplace listing
Marketplace
Publisher
Zoho Corporation Pvt Ltd.
Updated on marketplace
Facts verified