Key Features of Zoho Books

Zoho Books is a comprehensive cloud-based accounting software tailored for small and medium-sized businesses. Its feature set covers core accounting, automation, inventory, project management, and more. Below is an organized overview of its main features:

Invoicing and Billing

• Create professional invoices and quotes in multiple currencies.

• Automate recurring invoices and payment reminders.

• Accept online payments through integrated payment gateways.

• Generate credit notes and print receipts for payments received3567.

Expense and Bill Management

• Track and categorize expenses automatically.

• Scan and upload receipts using mobile devices.

• Record and manage bills, including recurring bills and vendor credits.

• Add landed costs to purchases for accurate product costing3568.

Banking and Reconciliation

• Connect multiple bank accounts and credit cards.

• Automate bank feeds and reconcile transactions easily.

• Set up rules for automatic transaction categorization1356.

Inventory Management

• Track inventory levels in real-time and set reorder points.

• Manage product details, SKUs, and vendor information.

• Receive alerts for low stock and create purchase orders instantly.

• Adjust inventory for damaged or missing items.

• Sync inventory with online sales channels like Amazon, Etsy, Shopify, and more135.

Project Accounting and Time Tracking

• Create projects, set budgets, and assign tasks.

• Log time manually or with a timer; approve timesheets.

• Bill clients based on time, tasks, or expenses incurred.

• Generate Budget vs. Actuals reports for project performance135.

Sales and Purchase Orders

• Generate and customize sales and purchase orders.

• Convert sales orders to purchase orders or bills with one click.

• Track order status and maintain detailed analytics3.

Automation

• Automate invoicing, payment reminders, and recurring transactions.

• Set up workflow rules for transaction approvals and notifications.

• Auto-categorize transactions and enable auto-debit for recurring payments35.

Document Management

• Upload, scan, and auto-extract data from receipts, invoices, and bills.

• Attach documents to transactions for easy retrieval.

• Store and organize digital documents with access controls235.

Portals for Clients and Vendors

• Dedicated client portal for viewing invoices, estimates, and making payments.

• Vendor portal for managing bills, sharing invoices, and tracking payments3.

Reporting and Analytics

• Generate customizable financial reports (profit & loss, balance sheet, cash flow, etc.).

• Access real-time analytics for sales, expenses, inventory, and projects35.

Integrations and Add-ons

• Seamless integration with other Zoho apps (CRM, Inventory, Payroll, etc.).

• Connect with third-party tools like Google Drive, Slack, payment gateways (PayPal, Stripe), and more36.

Mobile Accessibility

• Access Zoho Books via web and mobile apps (iOS and Android).

• Log expenses, send invoices, and manage accounts on the go56.

User Management and Collaboration

• Add multiple users with role-based access permissions (depending on plan).

• Invite accountants for collaboration and review6.

Compliance and Security

• GST compliance for Indian businesses.

• Secure data backup and access controls5.

Customer Support

• Email, chat, and phone support (full support on paid plans; limited on free plan)6.

Summary Table

Feature Category	Key Offerings
Invoicing & Billing	Multi-currency, automation, online payments, reminders
Expense Management	Receipt scanning, categorization, recurring bills
Banking	Bank feeds, reconciliation, auto-categorization
Inventory	Real-time tracking, reorder alerts, channel sync
Projects & Time	Budgeting, time tracking, billing, reports
Orders	Sales/purchase orders, conversion, analytics
Automation	Workflows, reminders, transaction rules
Documents	Upload, scan, auto-extract, attach
Portals	Client and vendor portals
Reporting	Customizable financial and project reports
Integrations	Zoho suite, third-party apps, payment gateways
Mobile	iOS/Android apps, full feature access
User & Collaboration	Multi-user, permissions, accountant access