Zoho Books is an accounting application that can be downloaded to your device. It allows you to customize your accounting processes and gain a better understanding of your financial well-being. The app offers a variety of features to help you manage your accounts receivable and accounts payable, connect with clients, collaborate with your team, and take your business online.
One of the highlights of Zoho Books is its ability to handle accounts receivable. With automated invoicing, email reminders, and online payment options, you can easily manage your invoices and receive payments faster, bringing stability to your cash flow. The app also helps you keep track of your expenses and bills, as well as record customer credits and capture expenses automatically.
Zoho Books also offers a client portal feature, allowing you to team up with your clients and provide them with access to their invoices, estimates, and payment history. This eliminates the need for lengthy email threads and manual reminders. Additionally, the app supports multi-user collaboration, making it easy to add team members and accountants to your organization with customizable levels of access.
Another useful feature of Zoho Books is its ability to collect online payments for your invoices. With integrations with major payment gateways like Stripe and PayPal, as well as specialized gateways like Authorize.Net and Forte, the payment process is fast and hassle-free. The app also helps reduce the burden of tax season by allowing you to set up taxes, calculate sales tax liability, and track contractor payments for 1099 preparation.
Zoho Books offers over 50 reports in various business finance categories, which can be scheduled for distribution through email. The app also has a transaction approval feature to implement quality control in your sales process and keep your books error-free. It supports transactions in multiple currencies and offers in-app document management with the option to enable autoscan for automatic transaction creation.
The Zoho suite contains over 40 integrated business applications, providing a platform for every aspect of your business. Zoho Books also offers project management features, allowing you to track multiple projects, monitor time spent on tasks, and bill customers directly from the app. With handy widgets, you can log time sheet entries, record expenses, and create invoices instantly from your home screen.
Zoho Books prioritizes data security, with features such as two-factor authentication, encryption, and multiple backups. The app also offers affordable pricing plans for businesses of all sizes, with a 14-day free trial available for you to experience its features before committing. If you have any questions or need assistance, the Zoho Books support team is available via email.