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Zoho CRM Integrations

Revolutionize Your Workflow with These Top 5 Zoho CRM Integrations

Published on: April 25, 2024Category: Zoho Features, Zoho IntegrationLast Updated: December 17, 2024 Comments: 0

Zoho CRM integrations are often touted as the top reason why organizations choose the platform as their CRM and business software solution. From finance and communication to sales, marketing, and office operations, Zoho ecosystem integrations truly can bring it all together. And if you’re using a service or application that isn’t Zoho, no worries, because Zoho was built with this scenario in mind and there are tools available to bring those apps into the fold, as well. Do you have a vision where information is no longer siloed? Where your teams collaborate easily? We think you may have just found the solution!

[caption id="attachment_5132" align="alignright" width="400"]popular zoho integrations Explore popular Zoho CRM integrations to help you spend less time managing software and more time making your business as successful as it can be! [/caption]

In this article, we’ll talk about the five major ways that utilizing Zoho CRM integration can enhance your business’ analytical capabilities from the top down, help to streamline your sales and marketing efforts, and give you the data you need to refine and improve your customer experience. Keep reading to see how integrating your Zoho solutions can help you spend less time managing software and more time doing the important things to make your business as successful as it can be.

1 Accounting and Finance Integrations SalesIQ from Zoho is an incredibly powerful integration that shows your CRM data in the application, so your Customer Service or Sales agents are set and ready with account information, or lead visit details.

One question we hear A LOT is “Does Zoho CRM Integrate with QuickBooks?” And yes, it does, but it’s not even near the only accounting and finance option for playing nicely with Zoho. We do that work quite often for many clients, but QuickBooks is just one  accounting and finance option available out there!  Whether you’re using QB Desktop, QB Online, Sage programs, or another option, the Zoho capabilities exist to solve for double data entry, and can end the frustration of ongoing disconnect between your CRM and Financial data. 

Our client, Lavoro Technologies found the freedom to scale and evolve with their integration, and we think you might, too. Zoho itself has several solutions i f you’re not using any of the applications we just mentioned. Options are based on your business model and needs:

[caption id="attachment_5131" align="alignleft" width="400"]does zoho crm integrate with quickbooks Accounting and Finance Integrations for Zoho remove the task of double entry, streamline your operations, and help you gain accuracy.[/caption]

Zoho Books simplifies collaboration between sales and finance teams. It removes the need for duplicate data entry when integrated with Zoho CRM, and allows sales teams to record their estimates, sales orders, and estimates in CRM. It also provides purchase and transaction history details in CRM, and gives you the ability to automate some processes.

Zoho Expense helps salespeople capture expenses as they occur for their Accounts, Contacts, and Potentials. You submit approvals to CRM, where you can use Analytics to keep a pulse on spending. Take advantage of custom approvals, or you can even automate approvals when specific criteria are met. How much time could that save your sales team?

Zoho Billing “bridges the gap between subscription and customer information” letting sales teams work in Zoho CRM to manage subscriptions because the customer information is seamlessly synchronized between the two apps in Zoho!

2 Communication Apps

All businesses run on communication, it’s basically the thing we do all day, every day. And Zoho has no shortage of available tools within their own ecosystem, and no shortage of other applications it connects to. Here are a few popular solutions for communication tools that integrate with Zoho.

Collaboration tools are at the top of the list of needs for many teams, ours here at ZBrains, too! Is your organization still working remotely or have dispersed teams? It is essential for your teams to keep in touch and communicate in real time. Zoho provides the essential tools and integrations required to collaborate perfectly. While it can integrate with Slack, Zoho has its own tool like it, called Cliq, and even that integrates with the applications you use most including: Dropbox, Trello, and Zoho Desk, Zoho People, and of course Zoho CRM. For deeper project management needs, we suggest Zoho Projects.

Telephony & SMS

As much as most of us probably wouldn’t like to admit it, we still use and need to make calls. Because this tech is still here and important to many, integrations for telephony solutions like RingCentral are there for good old fashioned calls! Messaging integrations like Twilio integration with Zoho CRM can help you with SMS campaigns.  Perfect for when you want to prime a contact with a text before calling, or to follow up after you reach them.

[caption id="attachment_5130" align="alignright" width="400"]Zoho Webinar and Zoho Meet for Sales and Marketing Teams Collaborative communication apps from Zoho like Webinar and Meeting help remote teams connect with colleagues, clients, and leads![/caption]

Live Chat and Meetings for Sales, Marketing & Customer Service

Live Chat allows you to connect with your customers and leads when they want to connect with you. SalesIQ from Zoho is an incredibly powerful integration that shows your CRM data in the application, so your Customer Service or Sales agents are set and ready with account information, or lead visit details. There’s even a mobile app!

Zooms and Webinars are everyday occurrences now, too. And we’re a bit of a broken record here, but Zoom and apps like GoToWebinar (plus others) integrate with Zoho. And Zoho has its own solutions for events and meetings, aptly named Zoho Webinar and Zoho Meeting, which you can use directly from CRM.

3 Marketing and Sales Integrations

Zoho CRM email marketing integration and Zoho social media integration are no-brainers. Zoho addresses your entire lead-to-cash cycle with these tools. 

Marketing Integrations

[caption id="attachment_5129" align="alignleft" width="400"]Zoho social media integrations Zoho features integration that brings your sales and marketing teams closer together, from social media lead metrics to customer surveys![/caption]
  • Zoho Social and Zoho CRM integration starts with generating new leads, then lets you identify the most successful channels, moving those leads to sales for faster closing. The system in Zoho Social has automation features, pushes leads from Facebook Ads directly to Zoho CRM with one click, gives you social listening capabilities, and of course, gives you the tools to track revenue in order to repeat your most successful strategies.
  • Zoho Marketing Automation contains tools to help you generate leads, understand their behaviors, and analyze the data from your lead cycle to enable greater sales. Additionally, as the name implies, you can automate customer journeys for your leads and customers using data from journey actions and CRM data for very specific segmentation that is virtually personalized. This integration takes your marketing activities beyond just email.
  • Zoho Survey closes the loop on customer experience with Zoho Survey and CRM integration. Gather, report, and act on survey responses, and use the insight to create better sales pitches when you know what’s working and what’s not.

Sales Integration for Zoho CRM

CRM is often seen as the pinnacle of sales tools, and you can already see from the sheer volume of things that integrate with Zoho CRM how this is true. They all add up to give sales professionals, and sales leaders the insight and information they need in order to best serve the right clients with the right solutions at the right time. 

Doing business with your organization should be as simple and seamless as it can be. Making your system easy to use, with highly integrated data sources, ensures that it is. Imagine giving your sales teams all the tools and information they require to get more sales, more quickly, that allows them to hold on to each hard earned customer for longer with a more profitable result. We’ll share a little more in the next section about the operational tools that also assist Sales.

4 Office Operations & E-commerce

[caption id="attachment_5128" align="alignright" width="400"]Zoho form integration Zoho Sign helps manage paperless workflow for digital signatures, allowing you to close deals faster![/caption]

Some of the most time consuming aspects of daily work are the office operations that we don’t often give a second thought to. We just do the work and move on. However, Zoho CRM integrates with such a vast number of tools both from Zoho itself, and others, to make this daily necessity more lightweight. You’ll find that once you integrate these always-used applications with Zoho CRM that the minutes per day that you shave off searching for emails and documents, sending and signing them, and generally managing the day-to-day storage and document shuffle of office life really do add up to a substantial amount of time. Here are a few integrations we like most.

Daily Operations

  • GSuite and Zoho CRM integrate so you can easily sync and access Gmail contacts, your tasks, and your Google calendar events in CRM.
  • Microsoft Office / Office 365 and Zoho Integration brings your presentations, spreadsheets, docs, etc. into one space within Zoho CRM for easier management. For example, you can access the Office suite from CRM for mail merge to automatically create customized documents. 
  • Google Drive, DropBox, and other integrations with Zoho CRM are available solutions for document storage. And you can access these directly from CRM, as well!

Paperless Office

  • And document signing, or paperless workflow for digital signatures, is another set of tasks that takes a lot of time and personal bandwidth to manage. Of course, Zoho has addressed this with its own secure solution, Zoho Sign, but offers integrations for other tools as well. For example, Adobe Sign Zoho CRM integration gives you visibility to document signing status, and both can shorten time to close by keeping the process digital.

E-Commerce

  • Finally, for online sellers, shippers, and e-commerce, Zoho CRM integrates with Shopify, Magento, WooCommerce, and other platforms to help streamline your online transactions from click-to-buy, to invoice, payment collection, and shipping!

5 Almost Endless Zoho Integration Options 

So far you’ve read about some of the most universal business needs that are addressed when you use Zoho’s application ecosystem, like Zoho One, or integrate it with some popular solutions you might already have. But wait – there’s more! We weren’t really exaggerating when we said that the integration options are more or less endless. Zoho Creator is the platform to address almost any custom application or integration you can fathom, “from simple call logs to complex ERPs that integrate with your existing processes.”

ERP Solutions for Zoho CRM Integration

The good news is that some of these solutions for field services, manufacturers, and similar industries are already available from ZBrains. If you’re seeking solutions for any of the following processes, and would like to integrate with Zoho – drop us a line!

  • Quote Calculator (CPQ): Configure Price Quote tool enables your sales staff to generate Zoho CRM quotes or standalone quotes quickly and easily, using just one simple system.
  • Commission Calculator: Give your sales team back their confidence by calculating their commissions quickly and easily.
  • Payment Processing: Accept payments in Zoho CRM. Certain Zoho apps like Creator, Books, and Invoice have accepted credit card payments for some time.  But, it hasn’t been possible to process those transactions with a Zoho CRM credit card integration–until now.
  • SmartScheduler™: Using parameters you set, the Zoho SmartScheduler™ recommends possible appointment times for you or you staff to streamline your scheduling tasks and ensure that the right resources are assigned to jobs.
  • Executive Dashboards: Building a better Executive Dashboard with ZBrains means you can ensure all the reporting is done accurately, showing you results for all your KPI’s so you can make informed decisions instantly.
  • Inventory Management: Generate accurate insight into your business performance by syncing with inventory, order management and financial data. Centralize your operations with a Zoho ERP solution. 
  • Zoho Job Costing: This add-on for Zoho CRM enables your sales staff to generate quotes, manage proposals, and  track every dollar and hour spent on completing a job quickly and easily, using just one simple system – not the array of programs and personnel you might be used to dealing with.

Final Thoughts & Next Steps

Don’t see the solutions you need on this list, or mentioned in this article? Get in touch with us!  We know from experience that Zoho integrations can enable your team. They can help you drive your business with accurate data while saving you countless hours of effort chasing loose ends. Take the first steps today and empower your team and stay connected with your business! 

zoho books overview

Zoho Books Review: Can It Transform Your Small Business?

Published on: December 24, 2020Category: Certified Zoho Consultants, Zoho Books, Zoho IntegrationLast Updated: June 13, 2023 Comments: 0

In this rundown of Zoho Books, we’ll define what this application is and what it does. Next, we’ll look at a couple of product reviews. Then, share some common comparisons between Zoho Books and other accounting solutions that are often used by small businesses. If you’re new to Zoho, new to Zoho Books, or just looking for some high-level info to get going, this article is a great place to start. 

What is Zoho Books?

Books is a Zoho accounting solution designed to help businesses with end-to-end accounting and tax compliance. This Zoho accounting software is one of 40+ applications on the integrated Zoho platform and is well-positioned for small and medium businesses.

[caption id="attachment_4653" align="alignright" width="450"]person at computer Even if Zoho Books isn’t the right solution for your accounting team, but you’re still interested in Zoho – remember that it integrates with many other solutions![/caption]

Here are the high points

You can streamline all of your back office duties with Zoho Books and organize all of your transactions in one place. Given this set of features you may want to take a closer look at Zoho Books, we think it’s a real contender. Zoho Books features allow you to:

  • Collect online payments securely and quickly.
  • Keep records of all your invoices, estimates, credit notes, and even recurring invoices in one place.
  • Convert estimates to invoices in just a few clicks.
  • Automatically remind overdue clients with payment reminders.
  • Never lose a minute of billable hours. Monitor and track how labor is spent in your company.
  • Manage inventory and even automate redundant tasks.
  •  Capture and view all financial information related to your asset, liability, revenue, or expense accounts and organize them how you want.
  • Simplify tax season. Generate tax reports in just a few clicks. so you are set when tax season arrives.
  • And this is in addition to standard features including: purchase orders, project accounting, bank reconciliations, and compatibility with government and non-profit accounting needs.
  • Also notable is the transaction limit of 5,000 per month with the most advanced offering of Zoho Books. It’s definitely something to consider as you continue your research. 

If this isn’t the solution for you, or you need a solution with a little more umph, Zoho also integrates well with applications such as Quickbooks. And we’ll take a closer look at some of those a little later in this article. 

But first, let’s look at what folks are saying about Zoho Books. 

Zoho Books Reviews

Across the board we think you’ll see that Zoho’s value approach to their solutions, coupled with the in depth integrations between those 40+ solutions, makes it a compelling choice for small and mid-sized businesses. Most notably for those who need visibility to their organization across each platform used. And for those who want to minimize the number of applications needed day to day. 

Additionally, while affordable, Zoho and Zoho Certified Consultants like ZBrains have your support and custom development needs covered. Now, let’s look at what others say about Books:

PC Mag’s SMB Accounting solutions review says:

“4.0 EXCELLENT

Zoho Books is an excellent choice for cloud-based small business accounting, offering an exceptional user experience, an attractive price, and a rich set of tools. Larger businesses may want to consider it, too…”

Business.com shares this  Zoho Books review:

“The Best Accounting and Invoice-Generating Software

The Verdict

Zoho Books is an intuitive accounting program with full accounts receivable and accounts payable functionality. It’s also very affordable, making it the best accounting software for really small businesses.”

What ZBrains Client Said

As with any purchase that has an impact on your business, especially when you’re considering the tools you and your teams will use each day, we encourage you to do more research and find others who have been through the same. Here’s what one of our clients, Lavoro Technologies,   had to say about it when they were going through the comparison process:

Before choosing Zoho they looked at multiple alternatives, including QuickBooks, Microsoft Dynamics, Salesforce, Intacct, Sage, and BusinessObjects. The affordability of Zoho was a huge selling point for Lavoro, especially when coupled with its ease of use, as Jim describes, ‘It just makes sense the way that it operates, how you can go from customer to estimate, from customer to invoice, estimate to invoice. [In terms of NetSuite,] I just didn’t see the reason to pay $125 per month per user for aspects of a program that I didn’t see us using.’

Speaking of comparisons, let’s take a look now at how Zoho Books. Let’s see how it stacks up against a couple of common accounting solutions for small businesses.

Product Comparisons

Comparisons between Zoho Books and other solutions like Quickbooks Online are prevalent. If you’ve been considering which software is the right one for your small business, we’ve compared four common solutions with Zoho Books here. Of course, there are many others. We’re happy to answer your questions about them- just let us know!

Let’s dive in.

• Zoho Books vs Quickbooks Online

Quickbooks Online is positioned as a solution for small businesses. For instance, it shares many similarities in terms of capabilities to Zoho Books. The interfaces for each are relatively simple to understand and use. The shared features include accounts receivable, tax management, banking reconciliation, billing, and invoicing. Where Zoho Books offers a bit more functionality is in project accounting and the ability to do purchase orders. It also handles government and non-profits, where Quickbooks Online does not. 

If you’re already using Quickbooks Online, and are curious about integrating with the rest of Zoho ecosystem, take a look at the Zoho and Quickbooks Online Integration we provide at ZBrains.

• Zoho Books vs Quickbooks

Users of Quickbooks also rate it highly. For instance, they cite ease of use and robust features as the benefits of this platform, and we don’t disagree. For a lot of businesses, Quickbooks is a great solution. And just like other versions of this software, it integrates very well with Zoho. This allows for the best of both worlds. Learn a little more about AgilitySync, the platform we use to connect Zoho and QuickBooks in this video.

[caption id="attachment_4654" align="alignright" width="450"] Take your research for a new accounting solution to the full extent. Be sure to compare it against any other options you’re considering.[/caption]

• Zoho Books vs FreshBooks

Users will say that Freshbooks is easy to use and affordable. It does allow for the most basic features; however, it doesn’t quite stack up in terms of a well-rounded offering. With FreshBooks, you’ll leave behind key features and capabilities such as:  tax management, purchase orders, and project accounting. We’ve seen these three features are especially important to the majority of our service and project-based clients. 

• Zoho Books vs Sage

Sage products for business accounting have been around for decades. Now, there is little to support an argument for taking up this solution as a small business when other, better solutions are widely available. To learn a little more about why we don’t necessarily recommend this software, read our full Zoho Books and Sage100 comparison here, and our article on transitioning away from Sage100.

Above all, we hope this helps as you continue your research and efforts to find the best accounting solution match for your business. If you’re ready, keep reading for next steps.

Your Next Steps

A lot of consultants might suggest you dive right in with a free trial, but at ZBrains we start by having one of our Zoho experts to analyze your company and determine the strengths and weaknesses with a comprehensive business process analysis (BPA). Our process ensures a successful implementation that allows you use the software to your advantage. The result is that your organization enjoys all of the functionality and benefits of the Zoho system.

In summary, if you need help migrating or setting up your integration – for example, mapping custom fields, migrating legacy data, workflow rules, or extra training sessions, we offer our services to you. Give us a call, or use the button below to write to us about your needs!

Connect with a Consultant

The Decline of Sage 100

What to Do When Looking to Transition Off Sage 100

Published on: February 28, 2019Category: Certified Zoho Consultants, Zoho Books, Zoho Creator, Zoho CRM, Zoho Finance, Zoho Integrations, Zoho QuickBooks IntegrationLast Updated: July 1, 2024 Comments: 0

The Decline of Sage 100

migrate off sage 100

Sage 100 has been on the forefront of accounting software for over three decades. But the unfortunate truth is that Sage Group is coming out of one of its most brutal years to date. For years Sage has worn their perceived “boring” company label as a badge of honor. Until recently they were one of two firms on the London Stock Market that achieved 10 years of uninterrupted earnings per share growth. A slow start in January 2018 coupled with a profit warning mere months later have spelled the beginning of the end for the once dominant Sage 100.

ZBrains offers Zoho ERP for Effective Business Management

It took many years for the decline to really manifest, but longtime users of Sage probably could have seen the writing on the wall.  Sage took the plunge into cloud-based software relatively late in 2016 with Sage Live (now called Sage Business Cloud Financials), and, like relative newcomer QuickBooks Online, Sage Live did not have nearly the feature library as did its on-premise brethren.  It was simply a case of too little, too late.  Sage’s bread and butter was and still is this on-premise software, and once the last users migrate away, Sage won’t have much to show for their efforts over the years.

The decline of Sage likely has many long-term Sage users wondering: now what? Fortunately, Zoho Corporation entered the cloud-based software game years before Sage did, all the way back in 2005 (with a rival to the Microsoft Office Suite; Zoho CRM was launched in 2006).  For that reason, Zoho has had much more time to build out their list of features, expand their applications, and offer a piece of software that can hold its own against many other cloud-based – and even on-premise – accounting systems.  Zoho Books, Zoho’s accounting system, offers a host of great features to meet your basic and advanced accounting needs. The following is a road map to help you know your options when looking to transition off Sage 100 and onto something a bit more modern.

The Zoho Advantage

Zoho Books has multiple significant advantages over its Sage 100 competitor (which we discussed in our Zoho Books vs Sage 100 comparison). The Zoho accounting software is easy-to-use, inexpensive, and cloud-based. Though it may not be capable of handling Payroll in all US states just yet, Gusto is a viable option. Moreover, the built-in API makes Gusto an alternative we can integrate with. (Currently Zoho only handles Payroll processing in California, Texas, and Indiana).

What’s more, Zoho offers greater mobility, with a corresponding mobile app for each of its applications, including Zoho Books. Zoho Books can also handle multiple currencies, a feature that Sage 100 lacks, at least without the help of an expensive upgrade. Plus, perhaps the most significant benefit of the Zoho suite of applications is its inexpensive nature, especially in comparison to Sage 100. The bottom line is that with Zoho you get the valuable combination of saving money and gaining functionality. It’s a win-win that is hard to beat!

ZBrains Answers to Common Questions

Seasoned users of Sage 100 know that it can handle Work Orders and Material Resource Planning (MRP), while Zoho cannot. But what they may not know is that we at ZBrains offer Zoho ERP software that can do both of those things. This means you can manage them via Zoho without breaking a sweat.

Some users of Sage may be concerned about Zoho’s lack of fixed asset depreciation functionality. But the fact is that most small and medium-sized businesses simply send their fixed asset depreciation information to their CPA. Maybe you utilize your own fixed asset depreciation software, in which case you can continue to use it because of Zoho’s shortcomings in this regard.

Next Steps

Ultimately, Zoho has a full arsenal of applications to help in your transition from Sage 100, whether you choose to do so now or later. (Learn more about what others are saying about Sage 100 here)

migrate off sage 100

Zoho Books, Zoho Inventory, and Zoho Creator all provide the same functionality lost when switching off Sage, at a fraction of the price. 

Still not convinced? Contact our Zoho consulting team to learn more and discover all of the top notch functionality of Zoho, in an effort to land on the answer to the eternal question: What can Zoho do for you?

Our teams would be glad to help you as you make this decision. Contact us any time!

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Zoho Books vs Sage 100

Zoho Books vs QuickBooks Online

Published on: February 19, 2019Category: Certified Zoho Consultants, Zoho Books, Zoho CRM, Zoho Finance, Zoho Integrations, Zoho QuickBooks IntegrationLast Updated: March 28, 2023 Comments: 0

Zoho Books vs Sage 100: A Tale of Two Software Programs

Tax season is upon us, which means tracking down all financial statements and ensuring your accounting needs are fully met. Whether you are evaluating your current financial software for deficiencies or simply looking to manage your finances better in 2019, we hope this comparison of Zoho Books vs. Sage 100 is beneficial. Follow along as we evaluate the features of these two pieces of software and provide insight into their similarities and differences. Tax season may be upon us, but hopefully one of these programs can help make your life that much easier.

The End of an Erazoho books vs sage 100

Sage 100 appears to be on its final legs, a quiet exit from center stage on its descent into obscurity. This software used to be the cream of the crop, known as MAS 90 (Master Accounting Series of the 90s). Given the typical shelf life of 10 years for an ERP, this software has been around for 3 lifetimes! Given that extended time on the market and the lack of new features, the writing is on the wall. Sage 100 will soon be put out to pasture.

Where Sage 100 Went Wrong

That decline in popularity raises the question: Where did Sage 100 go wrong? For starters, Sage 100 is overblown for many smaller businesses, which means companies are not often implementing it new. Not only is it an on-premise software, but it is overwrought, and more expensive than Zoho Books. Zoho Books has multiple advantages, being inexpensive, easy-to-use, and cloud-based. On top of all that, Sage continues to increase maintenance prices year over year, making it increasingly and frustratingly more expensive.

The Major Differences for Zoho Books vs. Sage 100

There are multiple significant differences between these two pieces of software:

zoho books vs sage 100Mobility: Everything Zoho does has a corresponding mobile app; unfortunately Sage 100 is noticeably lacking in this arena.

Native Integrations: Zoho Books again has an edge, boasting the ability to integrate with Amazon, eBay, Avalara, and other payment gateways. With Zoho, you can avoid kicking everyone out before installing.

Multi-currency: Quite simply, Zoho Books operates with multiple currencies and Sage 100 does not.

New Features: Zoho is known for their innovation, their push towards a better, more efficient product. They unveil new features on a regular basis, whereas Sage is once again bringing up the rear. Sage is happy to announce a new feature that adds very little value such as adding character limits to a custom field.

Overall Comparison: Zoho Books vs. Sage 100

In the end, it is clear that there are stark differences between these two pieces of software. Sage 100 is in the sunset of its run and Zoho Books consistently churns out new inventive features. 

Whether you are a seasoned user of Zoho or branching out to find a CRM that works for your business, we at ZBrains are happy to help. Allow one of our Zoho experts to analyze your company and determine the strengths and weaknesses with a comprehensive business process analysis (BPA). With the power of Zoho consulting, we can help you use Zoho Books to your advantage and enjoy all of the functionality and benefits of the Zoho system.

 

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Zoho Books vs QuickBooks Online

Zoho Books vs QuickBooks Online

Published on: February 12, 2019Category: Certified Zoho Consultants, Zoho Books, Zoho CRM, Zoho Finance, Zoho Integrations, Zoho QuickBooks IntegrationLast Updated: July 27, 2023 Comments: 0

Zoho Books vs QuickBooks Online: Two Titans of Accounting Software

It’s true every tax season and usually the times in between, managing your finances has never been more important. But how do you tackle such a task? QuickBooks Online is used by more than 2.5 million companies, an impressive number. However, how many of those business owners are truly satisfied? How many are getting the most out of their accounting software? Zoho Books offers a few very useful features that QuickBooks lacks, especially when under the larger umbrella of Zoho Finance. Zoho Books vs QuickBooks Online is a veritable clash of titans, and both bring particulars to the table that appeal to wide audiences. 

Our goal is to help you make a more informed decision about your accounting software. Whether you are buying for the first time, re-evaluating your current tools, or simply seeing what else is out there, we hope this comparison makes your job easier. Join us as we navigate the waters of financial software:

Comparing the Significant Features of Zoho Books vs QuickBooks Online

A great place to begin when comparing and contrasting these two is their nuts and bolts; in what they do best and offer to the customer. The three things that QuickBooks (QB) offers over its Zoho equivalent are:

Zoho Books vs QuickBooks Online

  1. Payroll Processing
  2. Budget and Forecasting
  3. Online Bill Payments

Conversely, Zoho Books provides its own slate of unique features that do not exist in QB:

  • Workflows: Create different workflows based on your needs
  • Create Users: Add users to your organization for easy collaboration
  • Client Portal: Not only allows for communication with customers in an interactive portal, but you can also send them sales orders once they accept your estimate! Plus, this feature allows you to collaborate with clients by sending messages through the portal.

The Sales Orders issue is incredibly crucial, because QuickBooks Online is severely lacking in this arena, which translates to an inventory tracking system that is not robust. In this sense, the “inventory tracking” feature boasted by QB Online is misleading, because the software simply offers no way to reserve inventory! This inability to create sales orders and therefore an inability to track orders placed by customers is a not-so-subtle blemish on the QuickBooks image/brand.

There are a few other noteworthy Zoho features worth mentioning:

  1. Integrates with multiple shipping options out of the box, including FedEx, UPS, and USPS
  2. Offers a useful multi-currency option for balance sheet accounts (assets, liability, equity)
  3. Zoho Books allows for use with 6-10 payment gateways
  4. Zoho Books includes a Retainer Invoice- affords you the ability to track prepayments

Unraveling the Perfect Fit: Zoho Books vs. QuickBooks Online

  • User Interface: A Delightful Experience

Regarding the user interface, Zoho Books immediately stands out with its clean and intuitive design. Navigating various modules, such as invoices, expenses, and reports, becomes effortless, making it an ideal choice for accounting professionals and small business owners with limited financial expertise. On the other hand, QuickBooks Online boasts a feature-rich user interface that caters to the needs of more experienced accountants, offering advanced customization options and in-depth financial reports.

  • Scalability: From Startups to Enterprises

Moving on to scalability, both Zoho Books and QuickBooks Online have been thoughtfully designed to cater to businesses of all sizes. Zoho Books takes a more budget-friendly approach for startups and small businesses, providing essential accounting functionalities without overwhelming users with unnecessary features. Conversely, QuickBooks Online has established itself as a reliable choice for larger enterprises, offering advanced inventory management, payroll processing, and a broader range of integrations.

  • Integration Ecosystem: Building a Unified Workflow

In today’s tech-driven world, seamless integration between different business applications is essential for optimizing productivity. Zoho Books, part of the Zoho suite, boasts excellent integration capabilities with other Zoho apps, such as Zoho CRM and Zoho Inventory, providing a unified ecosystem for managing various aspects of your business. On the other hand, while having an extensive integration network, QuickBooks Online might require third-party integrations to achieve a similar level of consolidation.

  • Automation and Time-Saving Features

In the race to minimize manual efforts, Zoho Books and QuickBooks Online offer automation features that streamline repetitive tasks. Zoho Books stands out with its intelligent workflows, automating invoice reminders, payment notifications, and bank feeds. Similarly, QuickBooks Online is known for its robust automation capabilities, simplifying tasks like recurring invoices, expense tracking, and automatic backups.

  • Mobile Accessibility: Managing Finances on the Go

Considering the importance of mobile accessibility, business owners are constantly on the move, and having access to financial data at their fingertips is crucial. Zoho Books and QuickBooks Online offer mobile apps that allow users to manage finances, capture expenses, and send invoices from their smartphones or tablets. However, the Zoho Books app excels in user-friendliness and speed, providing a hassle-free experience for on-the-go accounting.



Price Comparison of Zoho Books vs QuickBooks Online

Zoho Books vs QuickBooks OnlineAny comparison is incomplete without evaluating pricing differences and similarities. In this case, if we view the price of Zoho Books on its own, it clearly is more cost-effective. Zoho Books’ standard price is $20 per organization per month*, which includes 500 contacts, three users, and 10 automated workflows. Meanwhile, the “Essentials” package for QB Online is $40 per month, their equivalent of the Standard package. Therefore in this specific price comparison, Zoho Books has the edge.

However, if you crave the full accounting power from Zoho (which includes a fleet of applications: Invoice, Books, Zoho Inventory, Subscriptions, Expense, Checkout), you will need Zoho Finance. Operating with the integrated capabilities of Zoho Finance Plus does require a more substantial investment, to the tune of $249 per month for 10 users*. This price includes 10 users and a slew of other fantastic features, all of which you can explore here. *Pricing updated June 2021

+ An important note about pricing: QB charges additional fees for data migration, Zoho Books does not.

Overall Comparison

Ultimately, one of the most difficult hurdles for users of QuickBooks is to even consider a switch to another software. Fans of QuickBooks often believe that a transition to another operating platform will be too much of a hassle (if it ain’t broke, don’t fix it!). But the truth is that Zoho Books has more than its fair share of advantages over QB Online, and the integrations with other Zoho software make it that much more valuable.Zoho Books vs QuickBooks Online

Plus, a nifty bonus of Zoho Books is that the mobile features can be accessed on phones from Apple, Android, and Microsoft, as well as Kindles (QB can only handle Apple + Android).

In the end, Zoho Books offers a reliable way to completely migrate off QuickBooks. Not completely sold? Check out our Zoho QuickBooks Online integration, which allows you to continue to use QuickBooks Online and share that data with the Zoho CRM.  Our team of Zoho consultants can tell you the best way to set it up based on how you conduct business.

Conclusion

There’s no one-size-fits-all answer in the ultimate showdown between Zoho Books and QuickBooks Online. Each platform has unique strengths, catering to different business sizes and needs. Zoho Books is a top contender for small businesses and startups seeking a budget-friendly, intuitive, and seamlessly integrated solution. On the other hand, QuickBooks Online appeals to larger enterprises, offering advanced features and an extensive integration ecosystem.

Before making your choice, it’s essential to consider the specific requirements of your business, the level of accounting expertise available, and your long-term scalability needs. Ultimately, whether you opt for Zoho Books or QuickBooks Online, you will find a powerful accounting tool that streamlines your financial management and empowers your business to thrive. Happy accounting!