Zoho Books Price and Features List

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Pricing is determined by the following:

Number of Organizations
Monthly or Annual Payment
Version of Zoho Books

Table Legend

	Free	Standard	Pro	Premium	Elite
Price per Organization
Monthly Price	$0	$20	$50	$70	$150
Annual Price	$0	$180	$480	$720	$1,440

Includes
Number of Users	1	3	5	10	10
Invite Accountant	1	1	1	1	1
Locations - Track Income, Expense, and Inventory by Location				3	8

Sales Features
Manage Customers	✓	✓	✓	✓	✓
Quotes	✓	✓	✓	✓	✓
Invoices per year	1,000	5,000	10,000	25,000	100,000
Recurring invoices	✓	✓	✓	✓	✓
Credit Notes	✓	✓	✓	✓	✓
Sales receipts	✓	✓	✓	✓	✓
Invoice customization	✓	✓	✓	✓	✓
Customer portal	✓	✓	✓	✓	✓
Multi-lingual invoicing	✓	✓	✓	✓	✓
Payment reminders	✓	✓	✓	✓	✓
Online payments	✓	✓	✓	✓	✓
Generate payment links	✓	✓	✓	✓	✓
Record Offline Payments	✓	✓	✓	✓	✓
Remove Zoho Books branding on invoices		✓	✓	✓	✓
Sales orders			✓	✓	✓
Sales approval			✓	✓	✓
Retainer Invoices			✓	✓	✓
Multicurrency invoicing			✓	✓	✓
Automatic exchange rates			✓	✓	✓
Multi-transaction number series				✓	✓
Multi-currency transactions for customers					✓

Purchasing Features
Expenses and Bills per year	1,000	5,000	10,000	25,000	100,000
Track mileage expenses	✓	✓	✓	✓	✓
Auto forward receipts from email inbox	✓	✓	✓	✓	✓
Auto-scan receipts	✓	✓	✓	✓	✓
Recurring Expenses		✓	✓	✓	✓
Recurring bills			✓	✓	✓
Manage vendors			✓	✓	✓
Vendor credits			✓	✓	✓
Record payments made			✓	✓	✓
Purchase orders			✓	✓	✓
Purchase approval			✓	✓	✓
Print Checks			✓	✓	✓
Apply landed costs to purchases			✓	✓	✓
Multi-currency contacts			✓	✓	✓
Automatic exchange rates			✓	✓	✓
Vendor portal				✓	✓
Multi-transaction number series				✓	✓
Multi-currency transactions for vendors					✓

Banking Features
Add multiple bank and credit card accounts	✓	✓	✓	✓	✓
Import bank and credit card statements	✓	✓	✓	✓	✓
Bank reconciliation	✓	✓	✓	✓	✓
Transaction rules	✓	✓	✓	✓	✓
Setup bank & credit card feeds via third party provider		✓	✓	✓	✓
Auto forward bank and credit card statements		✓	✓	✓	✓

Accounting Features
Invite accountant	✓	✓	✓	✓	✓
Chart of accounts	✓	✓	✓	✓	✓
Sub-accounts	✓	✓	✓	✓	✓
Manual journals	✓	✓	✓	✓	✓
Bulk update - accounts		✓	✓	✓	✓
Transaction locking		✓	✓	✓	✓
Journal templates		✓	✓	✓	✓
Base currency adjustments			✓	✓	✓
Recurring journals			✓	✓	✓
Multi-transaction number series				✓	✓
Budgeting				✓	✓

Inventory Features
Manage items	✓	✓	✓	✓	✓
Stock tracking			✓	✓	✓
Set reorder points			✓	✓	✓
Price lists			✓	✓	✓

Reporting Features
Dashboard	✓	✓	✓	✓	✓
Reports	✓	✓	✓	✓	✓
Export and print reports as spreadsheet and PDF	✓	✓	✓	✓	✓
Schedule reports	5	5	50	200	200
Reporting tags		✓	✓	✓	✓
Custom reports		10	25	50	Unlimited
Cashflow forecasting report				✓	✓

Tax Features
W-9 Management	✓	✓	✓	✓	✓
Track 1099 Payments	✓	✓	✓	✓	✓
Generate 1099 reports	✓	✓	✓	✓	✓
Prepare and File 1099s	✓	✓	✓	✓	✓
E-File 1099-MISC & 1099-NEC		✓	✓	✓	✓
E-File 1099 forms with IRS		✓	✓	✓	✓
Track Sales Tax and Use Tax		✓	✓	✓	✓
Tax Treatment for items		✓	✓	✓	✓
Tax treatment for contacts		✓	✓	✓	✓
Tax Rates		✓	✓	✓	✓
Tax Groups		✓	✓	✓	✓
Tax exemptions conditions		✓	✓	✓	✓
Sales tax liability report		✓	✓	✓	✓

Internal Control Features
Activity log	✓	✓	✓	✓	✓
Transaction locking		✓	✓	✓	✓
Custom user roles and access			✓	✓	✓
Sales approval			✓	✓	✓
Purchase approval			✓	✓	✓
Timesheet approval - Internal			✓	✓	✓
Timesheet approval - Customer			✓	✓	✓
Record locking				✓	✓
Validation rules				✓	✓

Projects and Timesheets Features
Manage projects			✓	✓	✓
Project expenses and invoices			✓	✓	✓
Project tasks			✓	✓	✓
Timesheet and billing			✓	✓	✓
Timesheet approval			✓	✓	✓
Timesheet approval - Customer			✓	✓	✓
Retainer invoices for projects			✓	✓	✓
Project budgeting			✓	✓	✓
Project profitability			✓	✓	✓

Customization and Automation Features
Invoice customization	✓	✓	✓	✓	✓
Email template customization	✓	✓	✓	✓	✓
API call limit - API Requests/day	1,000	2,000	5,000	10,000	10,000
Custom reports		10	25	50	200
Custom views	✓	✓	✓	✓	✓
Custom fields		✓	✓	✓	✓
Workflow rules			200	200	200
Validation rules				✓	✓
Related lists				✓	✓
WebTabs				✓	✓
Custom modules				10	10
Custom schedulers				✓	✓
Custom buttons and links				✓	✓
Custom domain				✓	✓

Workflow Rules Executions
Email alerts			✓	✓	✓
In-app notifications			✓	✓	✓
Field updates			✓	✓	✓
Custom functions				✓	✓
Webhooks				✓	✓

Custom Fields
String : Text box (Single-line), Email, URL, and Phone		20	20	50	50
Numerical : Number, Date, and Date & Time		12	12	30	30
Decimal : Decimal, Amount, and Percent		4	4	10	10
Lookup		5	5	5	5
Text box (Multi-line)		5	5	5	5
Dropdown		5	5	20	20
Attachment		4	4	4	4
Boolean (Check Box)		3	3	3	3
Multi-select		2	2	5	5
Auto-generate number		1	1	1	1
Formula				2	2

Document Management
Create folders	✓	✓	✓	✓	✓
Upload documents	✓	✓	✓	✓	✓
Auto scan receipts	✓	✓	✓	✓	✓
Attach files to transactions and contacts	✓	✓	✓	✓	✓
Auto forward receipts and bills	✓	✓	✓	✓	✓
Auto forward bank statements	✓	✓	✓	✓	✓

Collaboration
Customer portal	✓	✓	✓	✓	✓
Comments	✓	✓	✓	✓	✓
Contextual chats			✓	✓	✓
Assign and track tasks			✓	✓	✓
Vendor portal				✓	✓

Advanced Inventory
Manage warehouses (Up to 5)					✓
Composite items					✓
Track serial numbers					✓
Batch tracking					✓
Print shipping label					✓
Track shipments					✓
Connect online sales channels (Etsy, eBay, Amazon)					✓
Connect shopify stores (Up to 2 stores)					✓

Integrations
Other Apps	✓	✓	✓	✓	✓
Google Workspace	✓	✓	✓	✓	✓
Microsoft 365	✓	✓	✓	✓	✓
Slack	✓	✓	✓	✓	✓
Zapier	✓	✓	✓	✓	✓
Dropbox	✓	✓	✓	✓	✓
Google Drive	✓	✓	✓	✓	✓
Evernote	✓	✓	✓	✓	✓
OneDrive	✓	✓	✓	✓	✓
WhatsApp	✓	✓	✓	✓	✓
Avalara		✓	✓	✓	✓
Zendesk		✓	✓	✓	✓
Twilio				✓	✓

Payment Gateways
Stripe	✓	✓	✓	✓	✓
PayPal	✓	✓	✓	✓	✓
Authorize.Net		✓	✓	✓	✓
2Checkout		✓	✓	✓	✓
BrainTree		✓	✓	✓	✓
CSG Forte		✓	✓	✓	✓
Square		✓	✓	✓	✓

Zoho Apps
Zoho Practice	✓	✓	✓	✓	✓
Zoho Inventory	✓	✓	✓	✓	✓
Zoho Expense	✓	✓	✓	✓	✓
Zoho Analytics	✓	✓	✓	✓	✓
Zoho CRM	✓	✓	✓	✓	✓
Zoho SalesIQ	✓	✓	✓	✓	✓
Zoho Mail	✓	✓	✓	✓	✓
Zoho Desk	✓	✓	✓	✓	✓
Zoho Cliq	✓	✓	✓	✓	✓
Bigin	✓	✓	✓	✓	✓
Zoho Billing	✓	✓	✓	✓	✓
Zoho Campaigns	✓	✓	✓	✓	✓
Zoho Commerce	✓	✓	✓	✓	✓
Zoho People			✓	✓	✓
Zoho Projects			✓	✓	✓
Zoho Sign				✓	✓

Support
Email	✓	✓	✓	✓	✓
Chat		✓	✓	✓	✓
Voice		✓	✓	✓	✓