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Zoho Books

by Zoho

Last updated Mar 29, 2026 · 1 revision

Affordable cloud accounting with W-9/1099 management, automation workflows, and deep Zoho ecosystem integration.

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About This Product

Zoho Books offers invoicing, expense tracking, bank reconciliation, and 1099 contractor management at an accessible price point starting at $15/month. For HVAC contractors already using Zoho CRM or other Zoho tools, it provides seamless ecosystem integration, automated payment reminders, and W-9 tracking for subcontractor compliance.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
Yes
Free tier
Yes
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"we make only the following limited use of service data for these technologies: (i) using anonymized crops of service data to improve accuracy of the algorithms; and (ii) using your organization's data for developing models specific for your organization."
Confidence: high Source

Data export available on request

"We provide you complete control of your service data by providing you the ability to (i) access your service data, (ii) share your service data through supported third-party integrations, and (iii) request export or deletion of your service data."
Confidence: high Source

Data deletion honored on request

"We provide you complete control of your service data by providing you the ability to (i) access your service data, (ii) share your service data through supported third-party integrations, and (iii) request export or deletion of your service data."
Confidence: high Source

Primary policy document: https://zoho.com/privacy

FSH Score Breakdown

Ease of Use
6.5
Features
6.5
Support
5.0
Value
7.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

36 features confirmed across 14categories· Showing confirmed capabilities only

Platform & Customization10features

Third-Party IntegrationDesktop AppShare Content In SlackTeam CollaborationCollaboration ToolsApproval ManagementAvailable in Professional planCustom API AccessAvailable in Standard plan and aboveCustom FieldsAvailable in Standard plan and aboveRole-Based Access ControlAvailable in Professional plan
Show 2 more
Custom BrandingCustomizationBrowser ExtensionsMobile Apps

Invoicing & Payments7features

InvoicingInvoicingMulti-Currency SupportMulti-Currency SupportPrice BookAvailable in Professional planCheck and Form Printing with Fraud MonitoringDigital Payment Links and QR CodesDigital Receipt GenerationRecurring Invoicing

Accounting Integration5features

Job CostingAvailable in Professional planAccounting IntegrationExpense TrackingBudgetingBudget management specifically listed in Premium planBank ServicesRevenue Recognition

Reporting & Analytics3features

ReportingFinancial ReportingAnalyticsAvailable in Ultimate planReporting ForecastingAvailable in Premium plan

Inventory Management2features

Inventory ManagementInventory ManagementPurchase OrdersAvailable in Professional plan

Scheduling & Dispatch1feature

Project ManagementProject Management

Estimating & Quoting1feature

Quoting & EstimatesQuotes

Fleet & GPS Management1feature

Mileage Tracking

Customer Communication1feature

Client Portal

Mobile & Field Tools1feature

Technician Mobile App

Technician Management1feature

Time TrackingAvailable in Professional plan

Equipment & Asset Management1feature

Asset ManagementAvailable in Premium plan

CRM & Sales1feature

Contract and Order Management

AI & Automation1feature

Automation RulesAutomation Workflows

Pricing

Model
Freemium
Starting at
Free

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