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Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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    All Features

    All the features you will need in an accounting software

    Currency
    RECEIVABLES

    Simplify Receivables, Streamline Cash Flow

    Optimize your receivables process for consistent cash flow management. Streamline invoice generation, effortlessly track payments, and manage outstanding amounts.

    Sending quotes, invoices, and sales orders from Zoho Books accounting software

    Rapidly create quotes with minimal effort

    Quickly create and send professional, personalized, and branded quotes from anywhere using your phone or desktop, and lock deals sooner.

    Learn More

    Create professional invoices

    Automate invoice creation for precise tax calculations and enhance brand value with custom branding. Expand globally with multi-currency and multilingual invoicing. Creating recurring invoices automatically to ensure timely payments from regular transactions.

    Learn More

    Perfecting sales order fulfillment

    Streamline order to cash process with robust sales order functionalities. Cash in by converting sales orders to invoices, and if low on stock, easily convert any sales order to a purchase order to replenish your stock.

    Learn More

    Accept online payments

    Enhance your client experience by providing online payment convenience through payment links or the client portal. Set automated reminders at intervals of your choosing to ensure timely payments from customers.

    Learn More

    Optimize sales with sales approvals

    Easily implement single or multi-level sales approvals to prevent any unauthorized sales transactions and minimize errors in your invoices, sales orders, quotes, and credit notes.

    Partial invoicing with progress invoices

    Partially invoice your quotes with custom amounts for each line item, enabling your customers to make proportional payments throughout the course of your service or item delivery.

    Learn More

    Manage retention payments

    Zoho Books enables your customers to withhold a portion of the invoice amount based on an agreed retention rate. The retained amount is tracked separately, ensuring transparency until the contract terms are fulfilled.

    Learn More

    Automate revenue recognition

    Ensure accurate financial records by deferring revenue and recognizing them as and when your products and services are delivered based on the frequency you define with automated revenue recoginition capability in Zoho Books.

    PAYABLES

    Control spending with effective payables management

    Have a command over your payables and vendor relationships. Manage vendor bill payments, track outstanding amounts, and easily record any incurred expense.

    Vendor bills management and expenses tracking with Zoho Books accounting software

    Manage Vendor Bills

    Know exactly what you owe to whom. Convert vendor invoices to bills, record full or partial payments, apply vendor credits, and track the status of all your vendor payments seamlessly.

    Learn More

    Streamline your purchase order workflow

    Streamlines your purchasing process and strengthens vendor relationships, offering clear insights into orders, tracking deliveries and payments, and ensuring optimal inventory levels at all times.

    Learn More

    Simplify expense tracking

    Ditch the shoebox and capture all your business expenses digitally. Auto-scan expense receipts, set recurring expenses, and categorize them for better insights into your business spend.

    Learn More

    Store documents centrally

    Easily organize and access important documents for your business. Attach receipts to expenses or bills, enable auto-scan for quick transaction creation, and sort documents into custom folders for quick access.

    Learn More

    Reconcile & validate bills

    Match bills with purchase orders and receipts. Get notified about price and quantity mismatches and ensure you pay only for what you receive.

    Learn More

    Verify purchases with purchase approvals

    Control and streamline purchases as you ensure accurate and prompt payments to your vendors by setting up single or multi-level purchase approval to bills, purchase orders, and vendor credits.

    TAX COMPLIANCE

    Navigate the complex world of compliance with confidence

    Track sales tax and payments made to your vendors for 1099 and generate timely sales tax and 1099 reports.

    Zoho Books for tracking tax

    Sales tax

    Easily track tax exemptions, and payments that you owe to the state tax authority and generate accurate sales tax liability reports.

    Learn More

    Form 1099 e-filing & W-9 Management

    Collect and manage W-9 forms, track 1099 vendor payments, and generate 1099-MISC and 1099-NEC forms instantly. Easily distribute 1099 forms and simplify e-filing with direct IRS filing, IRIS-compatible exports, Tax1099, and Yearli integrations.

    Learn More
    BANK RECONCILIATION

    Seamlessly sync your bank with your books

    Achieve perfect balance between your books and the bank statement with the bank reconciliation module. Bring transactions from multiple credit cards and bank accounts automatically or manually, and match the right transaction with our intelligent matching algorithm. Streamline bank reconciliation and save precious time!

    Bank reconciliation, bank feeds, and bank connect on Zoho Books

    Connect bank feeds

    Get bank feeds flowing into Zoho Books automatically or manually import bank statements to populate bank transactions ready for seamless reconciliation with your business transactions.

    Learn More

    Auto-categorize and Match transactions

    Categorize and match transactions manually or let Zoho Books' Bank Rules automatically categorize bank withdrawals and deposits.

    Streamlined Reconciliation

    Close books faster with Zoho Books' reconciliation, ensuring perfect synchronization of bank accounts and business transactions. .

    INVENTORY

    Efficient inventory and stock management

    Track every item in your inventory with precision to efficiently maintain stock and promptly fulfil orders.

    Track inventory and manage items and stock on your accounting software

    Manage items

    Maintain an organized inventory by clearly defining each item, including its cost and sale prices, quantity units, SKUs, product photos, and stock levels.

    Create Price lists

    Create customized price lists for your items with markups or discounts and associate them to sales or purchase transactions as required.

    Restock proactively

    Avoid stockouts by setting reorder points and receiving alerts before stock levels dip. Instantly send purchase orders to preferred vendors for efficient restocking.

    Make Inventory Adjustments

    Promptly make inventory adjustments in stock quantity or stock value for damaged/missing products or reevaluated prices, ensuring accurate records.

    Advanced Inventory Control

    Unlock advanced modules like composite items, item groups, packages, shipments, and bulk adjustments.

    Inventory for eCommerce

    Seamlessly synchonize inventory levels in your online sales channels & shopping carts including Amazon, Etsy, eBay, Shopify, and Zoho Commerce by connecting with Zoho Books.

    PROJECTS ACCOUNTING

    Transform time into profits with projects and timesheets

    Zoho Books empowers you to take on projects, set project budgets, assign project tasks, and easily bill your clients. Gain insights to optimize your projects for maximum profitability.

    Manage multiple projects and track project tasks, timesheets, and budgets on Zoho Books.

    Project budgeting

    Add cost and revenue budgets in your project to analyze estimated and actual income earned or expenses incurred. Additionally, set budgets for tasks, staff, or total hours spent. Generate comprehensive Budget vs Actuals reports for evaluating projects.

    Project Timesheet and approval

    Allow staff to log their time directly on Zoho Books using the timer, accessible via the web app, browser extension, mobile app, or smartphone widget. Set internal and customer approval for timesheets before billing them.

    Project Billing and Expenses

    Accurately invoice your client for the projects you undertake and track every penny spent on a project, billable or non-billable. Bill customers based on the total cost, hours spent, tasks performed, and expenses incurred. Easily raise project retainer invoices too.

    Project profitability

    Leverage the project profitability report to identify high-profit projects and optimize resource allocation for improved efficiency and profitability.

    Payroll

    Unified accounting and payroll mastery

    Experience the power of integrated payroll processing and accounting. Handle employee pay runs, tax compliance, and seamlessly integrate all your financials within one comprehensive platform.

    Learn More
      zb.feature.payroll.altxt
      REPORTS

      Make informed business decisions with comprehensive reports

      Stay on top of finance and business operations with 70+ built-in and customizable reports and advanced analytics to understand the past, present, and future of your business performance.

      Key financial reports available on Zoho Books.

      Business financial reports

      Run key business key business reports ranging from profit and loss, cash flow, and balance sheet to understand business performance. Compare trends across different periods or divisions in the business financial reports instantly.

      70+ built-in reports

      Browse from a range of reports covering all business operations from sales, expenses, and purchases to inventory, projects, accounts, and taxes. Up-to-date and readily available for your convenience.

      Tailor reports to your requirement

      Create custom reports tailored for your unique business needs by changing the relative date range, adding or removing columns, and applying filters. Click and view this custom report anytime to access updated and tailored insights instantaneously.

      Generate divisional reports with reporting tags

      Use reporting tags on contacts, items, and transactions to easily generate divisional reports. The reporting tags are particularly useful when dealing with multiple cost centers, revenue streams, different areas of business interest or operations.

      Share reports with stakeholders

      Share reports by exporting them in both PDF and spreadsheet formats, protect them with a password if required, and set up scheduled emails to send reports to select individuals periodically. Additionally, grant specific access to reports for your users as needed.

      Advanced Business Intelligence

      Take reporting to the next level with Zoho’s business intelligence tool. Zoho Books integrates with Zoho Analytics to let you create advanced reports and dashboards.Make intelligent financial decisions with cross-functional data or consolidate financials from multiple businesses.

      COLLABORATION

      Unified collaboration addressing everyday accounting needs

      Foster collaboration between your team, customers, suppliers, and accountants. Easily communicate, collaborate on tasks, and share insights—all in a single platform.

      Collaboration on chat, tasks, and customer portal with Zoho Books.

      Improve customer experience

      Elevate brand perception with a dedicated self-service customer portal. Invite customers to accept quotes, review transactions, and make online payments.Negotiate in the comments, and speed up your quote-to-cash process.

      Learn More

      Empower vendor collaboration

      Improve vendor communication with a dedicated vendor portal for your suppliers. Your vendors can receive purchase orders, track bill payment status and communicate with you real-time. Uploaded invoices can be converted to Bills in Zoho Books.

      Learn More

      Simplify accountant collaborations

      Invite your accountant in Zoho Books to access real-time data. From handling journal entries and base currency adjustments to reconciliation and generating reports accountants can effortlessly manage your books from anywhere.

      Learn More

      Enhance team collaboration

      Foster team collaboration and level-up task management. Communicate on transactions and tasks via voice, video, or screen sharing calls. Assign, prioritize, and monitor accounting tasks. Tag them with contacts, items, transactions, or journals for context.

      FOR ACCOUNTANTS

      Expert help for accurate books

      Join Zoho Books organization as an accountant to manage books for businesses from anywhere!

      Manage chart of accounts, journals, and transaction period locking.

      Organized Chart of Accounts

      Keep track of financial activities in your general ledger with a well organized chart of accounts. Add new sub-accounts within assets, liabilities, equity, income, and expense categories as needed.

      Manual Journal Entries

      Use manual journal entries to record those unique account credits and debits that are not associated with your regular sales and purchase transactions like non-routine adjustments, asset depreciation, bad debts, or acured expense.

      Fixed Asset Management

      Streamline your asset tracking with Zoho Books. Auto-calculate asset depreciation, track asset life cycles, manage disposals and access detailed reports for smarter financial decisions.

      Learn More

      Base currency adjustments

      Adjust for fluctuating exchange rates using base currency adjustments to learn the profit or loss incurred in transactions involving foreign exchange.

      Budgeting Made Simple

      Set targets or forecast business performance by easily setting meticulous budgets for income, expenses, and other accounts. Access budget vs. actuals report for valuable insights.

      Transaction locking

      Nearing audit or tax filing date? Lock transactions in Zoho Books by specifying an end-of-period lock date to prevent unauthorized changes to the books.

      Zoho Practice

      Zoho Practice is a practice management software for accounting firms to streamline tasks and manage Zoho Books clients.

      Learn More
      Workflow Automation

      Accounting automation for maximum efficiency

      • Automate high-volume tasks : Leverage recurring expenses, invoices, or bills. Convert quotes to invoices or create bills from purchase orders. Establish payment reminders, and auto-charge cards for efficient payment collection.
      • Trigger workflow : Easily create and trigger unique business workflows to notify, update, or validate information. Maximize security, visibility, and day-to-day efficiency.
      zb.feature.workAutomation.alttxt
      Customization

      Customized solutions for your unique needs

      Craft customized processes that cater specifically to your unique business requirements. With personalized settings, custom fields, custom templates and custom reports, you can adapt our system to suit your business needs.

        Customizing Zoho Books app for your business.
        SCALE GLOBALLY

        Go global with Zoho Books

        Easily manage customers and vendors across the globe. Use the right currency, the right language, and the right format in transactions and communications. Zoho Books is designed for users worldwide to manage businesses beyond borders.

        Use preferred language and currencies on Zoho Books, and simplify currency exchanges.

        Handle multi-currency transactions

        Manage global customers or vendors with Zoho Books' multi-currency support, managing transactions in multiple currencies for clients worldwide.Meanwhile, Zoho Books records transactions in your base currency, calculating the exchange rates automatically.

        Select language preference

        Zoho Books is available in 22 languages. Select a language for your interface based on your business location. Send transaction documents, create email templates, and setup self-service portals in the preferred language of your diverse customers and vendors.

        Built for teams spread across the globe

        Whether managing finances from a corner office or a home office, Zoho Books ensures collaboration and accessibility for remote users and your accountant, fostering efficient and connected global financial operations.

        INTEGRATIONS

        Elevate your efficiency with our array of seamless integrations.

        Connect effortlessly with payment gateways, third-party applications, Zoho apps, and partner banks to supercharge your accounting operations, propelling productivity to unprecedented heights.

        Use preferred language and currencies on Zoho Books, and simplify currency exchanges.
        ACCOUNTING ACROSS DEVICES

        More ways to access Zoho Books

        Get native Zoho Books apps designed for your desktop, mobile, tablet, and smartwatch. Download from Microsoft Store, Play Store, or App Store today, and do accounting-on-the-move!

        SECURITY & PRIVACY

        Data security and privacy at the core of our growth philosophy

        At Zoho, your security and privacy come first. With Zoho Books, you get the best of both worlds—robust data protection and compliance with industry-leading privacy standards.

        Ensuring security with powerful features and compliance.

        User roles

        Choose from predefined user roles or tailor permission by defining custom roles on Zoho Books. Control access to modules to ensure data security and accountability.

        Audit trail

        Track all transactions and changes on Zoho Books with the tamper-proof audit trail feature. Access a comprehensive audit trail and activity report or drill down on the history of any contact, item, or transaction to learn who did what and when.

        PCI

        Zoho Books is PCI-DSS Level 1 certified and encrypts your customers' sensitive personal and payment information.

        HIPAA

        Stay HIPAA compliant with Zoho Books by safeguarding the integrity of protected health information.

        EU GDPR

        Be equipped to securely collect, store, and process your customer’s data in accordance with the GDPR compliance using Zoho Books.