Markcomm Pitch

Overview

With Zoho Books, you can manage multiple time sheets of different projects. It also simplifies tracking reimbursable expenses. This is a smart accounting system that has many powerful tools such as automatic bank feeds, collaborative client portals which is designed for growing businesses.

It also allows you to send professional invoices to customers and begin receiving online payments from them all from a single platform.

Screenshot

Zoho Books

Features

  • Accounts Receivable
  • Billing & Invoicing
  • Expense Tracking
  • Nonprofits
  • Project Accounting
  • Tax Management
  • Bank Reconciliation
  • Government
  • Purchase Orders
  • Accounts Payable
  • For Private Schools
  • K-12
  • Accrual Accounting
  • Invoice Customization
  • AR Automation
  • Collections Automation
  • Payment Processing
  • Purchase Orders
  • Credit notes
  • Send quotes or estimates
  • Chart of accounts
  • Manual journals
  • Accounting and tax
  • Exhaustive reports
  • Mobile apps
  • Online payments
  • Real-time inventory tracking
  • Real time reporting
  • Recurring invoices
  • Collaboration Tools
  • Task Management
  • Workflow Management
  • API
  • CRM integration
  • Calendar management
  • Chat functionality
  • Collaborative workspace
  • Custom fields
  • Document management
  • Email collaboration
  • Invoices
  • Iphone app
  • Multiple projects
  • Planning tools
  • Project forums
  • Project planning
  • Project time tracking
  • Real time analytics
  • Real time notifications
  • Resource allocation
  • Resource management
  • Shared workspace
  • Task management
  • Task planning
  • Compliance Management
  • For Government
  • General Ledger
  • Purchase Order Management
  • Purchasing & Receiving

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based, iPhone / iPad, Android

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Zoho Books Users

Available Support

  • Business Hours
  • Online

Language Support

  • English

Company Details

  • Company Name: Zoho Books

  • Headquarter: United States

  • Full Address:

Reviews

The statement download from bank and reconciliation option is great GST filing options are great Dashboard is very well designed Android application is very useful

Read Full Review Here

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Read Full Review Here

The ability to integrate with Zoho crm and other suite of products. This gives us a real benefit when adding or updating customer records to either system. Our sales staff have up to date financial records from Zoho books in Zoho CRM and our accountant has access to notes, calls made and tasks held in the Zoho CRM system.

Read Full Review Here

Easy to get in and navigate. Preset reports make it easy for me to check sales with quick filters per item, sales person, client, etc. Links to Zoho CRM very easily. It links to our CRM making it easy to quote straight from a customers CRM account and show in Books for converting to an invoice when ready. Cloud based with mobile support. I get push notifications when payments are made.

Read Full Review Here

The statement download from bank and reconciliation option is great GST filing options are great Dashboard is very well designed Android application is very useful

Read Full Review Here

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Read Full Review Here

I mostly like the invoicing feature as I can set my work hours and then analyze them and making invoices to send to my clients. This way I can manage all my clients with their work hours and payments. Thanks to Zoho Books!

Read Full Review Here