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Zoho Books vs AccountEdge

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Our analysts compared Zoho Books vs AccountEdge based on data from our 400+ point analysis of Accounting Software, user reviews and our own crowdsourced data from our free software selection platform.

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Zoho Books Software Tool
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AccountEdge Software Tool
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Product Basics

Analyst Rating

88 Detailed Analysis

User Sentiment

Great User Sentiment (546 Reviews)

Analyst Rating

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Detailed Analysis

User Sentiment

Great User Sentiment (176 Reviews)
Zoho Books is a cloud-based accounting software offering streamlined bookkeeping tools for small businesses and freelancers. Its core functionality revolves around managing expenses, invoices, payments, and payroll. Users can track income and outgoings, generate financial reports, and collaborate with their accountant. Zoho Books caters best to solopreneurs and small teams seeking an affordable, user-friendly accounting solution. Its intuitive interface and mobile app make it accessible for individuals with limited accounting expertise. Key benefits include automatic data entry, bank reconciliation, and inventory management. Popular features encompass purchase orders, recurring invoices, and project profitability tracking. User reviews within the accounting context praise its ease of use, affordability, and helpful customer support. Zoho Books offers tiered pricing based on the number of users and required features. Plans range from a free version with basic functionality to more comprehensive options for growing businesses, making it a scalable solution as accounting needs evolve.

Pros
  • Easy to use
  • Affordable pricing
  • Mobile app access
  • Good customer support
  • Solid basic features
 Cons
  • Limited advanced features
  • Reporting customization
  • Inventory management depth
  • Integrations with third-party apps
  • Scalability for larger businesses
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AccountEdge helps small businesses establish inventory, billing, managing contacts, creating and tracking sales and purchases. It’s compatible with both Mac and Windows operating systems. An on-premise and accounting management solution, it gives users the freedom to create an eCommerce platform where they can sell items online using Shopify, download orders directly to the account and synchronize the inventory items for selling. The banking tool gives users the freedom to receive and send money, create bank deposits, print checks and account reconciliation. The purchase order feature enables users to create and track purchase orders and bills. It handles every aspect of business and gives the owners the ability to organize, process and report financial information.

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Product Assistance

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Email
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Efficient Invoicing: Personalize and send invoices to patrons and receive payments in various currencies with the invoicing tool. Users may add their company logo and fonts to reflect their company values and even establish invoice reminders for clients. 
  • Accurate Estimates: Add contact information, item details and prices saved within the platform with the estimation tool. Users may also send estimates and receive approvals from customers in real time. 
  • Communicate with Clients: Enable patrons to sign estimates with the client portal apparatus digitally. Consumers may also make bulk payments in one click, paying users fasters.  
  • Upkeep Expenses: Keep track of expenses such as office supplies and monthly employee allowances with the expense module. Manage, organize, and charge consumers with expenditures as needed and even attach bills, receipts and credit notes to the related transactions. 
  • Maintain Bills: Initiate recurring bills for expenses and purchases at normal intervals through the billing apparatus. Users may also attach landed costs to statements so they can properly cipher the full value of items. 
  • Perform Bank Reconciliations: Obtain accurate cash flow estimates and balance mismatches, replicated payments and past reconciliations with the banking dashboard on the bank reconciliation module. Utilize various bank rules to pinpoint and sort transactions automatically. 
  • Monitor Projects: Control several projects by creating new ones, adding new duties to each project and allocating responsibilities to particular workers with the project management function. Users may also grant certain permissions and restrictions to employees, such as the timesheet appliance to log time or employ the timer. 
  • Oversee Inventory: Arrange inventory according to its valuable information such as stock-keeping unit (SKU), product image, vendor details, cost and available stock with the inventory module. The inventory tracking feature allows users to stay in the loop of their inventory levels constantly. 
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  • Quotes and invoices: Create personalized quotes and invoices. Convert quotes to invoices with a click. 
  • Cost-effective: Pay only a one-time fee charged for each plan. This means extra payments are to be made only when the users purchase available add ons.  
  • Compatibility: Use Pro on Windows or Mac or get a mobile app for iOS devices. Access data without leaving the comfort of the desktop application with Connect. Get all the desktop features with Pro Hosted.  
  • Easy Installation: Get it up, running and access a vast amount of information within minutes. Learn more about using the platform by logging in to the user forum on the community page. Enjoy the simple to use interface and flexible reporting system. 
  • Simple Reporting: Look up information in numerous ways. Drill down into accounts and transactions with the interactive balance sheet and profit and loss reports. Slice and dice data for analysis. Easily control services from quote complete to invoice delivery. 
  • Time Billing and Retainers: Review how much money a client has to deposit and what is to be billed at the end of the month. Easily log in on-site with the quick interaction on the mobile app. 
  • Reconciling Statements: Find the amount by viewing them by debits or credits. Change marked items to blue which makes scanning the remaining numbers easy. 
  • Easy Job Budgeting And Analysis: Ensure easier functionality with new buttons added under budget analysis. Edit amounts for the job, calculate and display adjusted budgets and compare the actuals, in one window. 
  • Reminders: Add promise date as a reminder for the completion of job schedule. 
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  • Sales Order: Tailor sales orders with company logos, fonts and colors with the sales order idiosyncrasy. Users may transform approved estimates into sales orders and invoices in just a few clicks. Users may also pinpoint their best clients and merchandise with real-time reports from their transaction histories. 
  • Purchase Orders: Trace all items purchased and mutual prices set by vendors with the purchase order management appliance. Print, copy and share purchase orders through emails to work together with clients, partners, internal stakeholders and more to swiftly complete tasks. 
  • Online Payments: Pick the best payment portal —including Stripe, PayPal, Worldpay and more — to collect payments from customers promptly. Users may also enable recurring transactions to receive payments at weekly, monthly or yearly intervals automatically.  
  • Reporting: Evaluate total receivables, sales, top expenses and more KPIs with the reporting module's dashboard. Obtain reports like profit and loss, balance sheets, cash flow statements and more to dive into data and make wiser decisions. 
  • Automation: Deliver instant payment reminders, save client information for future automatic billing and recurring invoices and immediately send out transactions with Zoho Books' automation tools. 
  • Documents: Chronicle document details and shift them into invoices, expenses, bills, sales orders or purchase orders with the document management accessory. Users may match documents to bank feeds or previously-made transactions for proof of commerce for their archives.  
  • Mobile-Friendly: Deliver invoices, estimates and account statements to patrons and track miles traveled with the iOS app. The Android app enables users to take pictures of receipts and attach them to recorded expenses in addition to overseeing earned revenue and gathered fees. 
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  • Accounts: Maintain charts of accounts. Choose from over 100 templates in Pro or create templates. Create a budget for any active account or for each job and project by tracking individual jobs. 
  • Banking: Set up and manage all bank related activities, which includes importing bank statements for reconciliations. Connect credit card and bank accounts to the application with automatic bank feed options. 
  • Contacts: Manage all customers, vendors and employees from a central location. Attach documents or contracts to vendor files, add a photo or create custom letters for the customers. 
  • Sales: Create a quote, process a sales order, create an invoice for a customer and accept customer payments for all open orders. Make shipping the product easy by integrating the invoice with UPS and providing customers with the tracking details. Place comments and choose how to deliver invoices. Create sales orders for customers that pay in advance. Accept credit card payments and record incoming payments by creating an account with Merchant Account. Manage online sales and inventory by syncing online stores using Shopify connector. Attach a document to invoices and purchases to enable tracking of warranties and package slips. 
  • Time billing: Track time and bill customers with Pro. Track billable and non-billable hours spent on the project or track employee time for billing purposes. Remotely track time using Connect. Monitor all work in progress to bill the customers as the project continues. 
  • Purchases: Create a purchase order, convert a bill to an order, enter vendor accounts payable and pay them electronically or by check. Complete vendor payment electronically and process 1099 forms at year end for contractors, using information tracked in purchases.  
  • Payroll: Set up payroll using the payroll assistant. Do the calculations inhouse or outsource through SurePayroll. Get a variety of add-on options like direct deposit, payroll forms and e-file services when processing payroll in-house. 
  • Inventory: Add details about specific items as well as selling and buying options with the Pro inventory module. Assign multiple pricing levels to the products, get an alert when the stock drops below a specified point. Keep track of best-selling products, and even build items and kits. 
  • Purge Jobs: Remove unused, older jobs from a larger list. Delete the selected job and remove it from the transaction list. 
  • Custom List and Custom Fields: Track the jobs by adding custom list and custom fields upto the count of three. Define list names, list members and field names, and use a custom list as a filter for job reports. 
  • Customized Job Status: Check which job is pending, delivered or on hold by customizing the job status. 
  • Activity Slips: Track time tied to a job under the job list Window. Drill into the activity slip or print out a report.  
  • Transactions: Get easy access to a list of all the transactions under the job information window. Get information like quotes in summary or detail. 
  • Job Number: Automatically assign job number to each line of transaction when creating a sale to a customer that has a single job associated with it. Remove or overwrite it as and when needed.  
  • Job Address: Manually enter or automatically include address and contact information for a job from a linked customer address and phone number, especially in cases where the job is associated with site or location.  
  • Job Transaction Summary Report: Get a list of transactions, including quotes and orders that are associated with the specific jobs. Filter it out on the basis of type, sales and purchase order.  
  • Emails: Use merge tags to create email templates. Include additional email addresses and choose an email address from Card. Open and view the email in the email client instead of it being automatically sent. 
  • Search Option: Search by account number or account name and use starts with/contains filters. Search account list by number or name and look by contact on the cards list. Identify unknown or forgotten company names by using search from list on transactions. 
  • Paid Stamp: Avoid confusion when re-sending a copy of a paid invoice to a client with a paid stamp which is a custom field and can appear on printed and PDF sales form. 
  • Deleting Deposits: Edit or delete the deposit payment after an order has been converted into an invoice. 
  • Calendar Event: Create a calendar event in the MacOS Calendar app, while recording the transaction or when the payment is due. Reminders can also be created from the card file. 
  • Add Note: Remember why the inventory was adjusted or created a particular job entry by adding a note to all the transactions. Check stubs and other transactions by adding a note field to the appropriate report.  
  • Forecasting with Recurring Sales: Get a more accurate estimation of financial situation at a point in time. Only get relevant fields displayed when the radio button is used. 
  • Company Data Auditor: Make sure that the financial information is accurate, protected and balanced. Backup and verify the company file with the audit tools. Lock down reconciled financial data, keep an audit trail and run reviews to make sure the numbers are in balance. 
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Product Ranking

#7

among all
Accounting Software

#171

among all
Accounting Software

Find out who the leaders are

Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Accounts Payable Accounts Receivable Banking And Cash Management Budget And Expense Management Financial Statements And Revenue Management General Ledger And Chart Of Accounts Integration And Extensibility Inventory Management Journal Entries Mobile Support Multi-company Accounting And Asset Management Platform Capabilities Project Accounting Reporting And Analytics Tax Management 100 95 100 90 90 75 82 100 85 80 60 100 92 92 96 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 546 reviews
Great User Sentiment 176 reviews
88%
of users recommend this product

Zoho Books has a 'great' User Satisfaction Rating of 88% when considering 546 user reviews from 4 recognized software review sites.

88%
of users recommend this product

AccountEdge has a 'great' User Satisfaction Rating of 88% when considering 176 user reviews from 2 recognized software review sites.

5.0 (14)
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4.6 (60)
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4.36 (88)
4.4 (412)
4.4 (88)
4.1 (60)
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Awards

SelectHub research analysts have evaluated Zoho Books and concluded it earns best-in-class honors for Accounts Payable, Inventory Management and Platform Capabilities.

Accounts Payable Award
Inventory Management Award
Platform Capabilities Award

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Synopsis of User Ratings and Reviews

Intuitive interface: Users consistently praise Zoho Books for its simple and easy-to-navigate interface, even for those without prior accounting experience.
Automation superpowers: Tasks like invoicing, payment reminders, bank reconciliation, and financial reporting become effortless with Zoho Books' automation features, saving users significant time and effort.
Seamless integrations: Zoho Books smoothly integrates with other Zoho apps, like CRM and Projects, as well as popular third-party tools, streamlining workflows and eliminating data silos.
Mobile accessibility: The user-friendly mobile app allows for on-the-go accounting, ensuring users can manage finances anytime, anywhere.
Value for money: Zoho Books is consistently praised for its affordable pricing plans, making it accessible to businesses of all sizes.
Customer service responsiveness: Users frequently highlight the prompt and helpful support provided by Zoho Books' customer service team.
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Strong Support: Users consistently praise AccountEdge's helpful and responsive customer support team.
Desktop Functionality: Many users appreciate that AccountEdge is a desktop-based application, which they find more reliable and secure than cloud-based alternatives.
Industry-Specific Features: AccountEdge offers specialized features for various industries, such as construction and manufacturing, making it a good fit for businesses with specific accounting needs.
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Transaction limits: Users express frustration with the capped number of monthly transactions (5,000 on the highest plan), potentially hindering high-volume businesses.
Inventory management constraints: While Zoho Books offers inventory tracking, it lacks advanced features like sales analytics and in-depth item breakdowns, making it less suitable for businesses with complex inventory needs.
Coding requirements for automation: Unlocking the full potential of automation features often requires knowledge of coding (Deluge script), posing a challenge for non-technical users.
Occasional reporting issues: Some users report occasional glitches or inconsistencies in financial reports, necessitating careful review and potential manual adjustments.
Multiple subscriptions for multiple businesses: Managing multiple businesses requires separate subscriptions, which can become cost-prohibitive for users with several entities.
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Usability Challenges: Some users find AccountEdge less intuitive than other accounting software options, requiring a steeper learning curve to navigate its features effectively.
Limited Features: AccountEdge may not offer the same breadth of features as some competitors, potentially lacking specific functionalities that some businesses require.
Higher Cost: AccountEdge's pricing structure can be more expensive compared to other accounting software solutions, potentially impacting budget-conscious users.
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Zoho Books lands a punch with its user-friendly interface and automation superpowers, even for accounting newbies. Invoicing, bank reconciliation, and reports become automatic allies, saving users precious time. Integration with the Zoho ecosystem and other popular tools keeps workflows in harmony. Plus, the mobile app lets you manage finances on the go, a big win for busy entrepreneurs. However, Zoho Books stumbles with transaction limits, potentially tripping up high-volume businesses. Inventory management feels like a lightweight sidekick compared to some competitors, lacking the muscle for complex needs. Unlocking automation's full potential requires coding know-how, leaving some users stranded. And while reports are generally reliable, occasional glitches necessitate a closer look. Managing multiple businesses under separate subscriptions can also add up cost-wise. So, how does Zoho Books stack up? Users often compare it to Quickbooks Online. Zoho shines with its intuitive interface and affordability, especially for solopreneurs and small teams. But Quickbooks packs a heavier punch in its inventory management and advanced reporting features, catering to larger businesses with complex needs. Zoho's seamless integrations and user-friendliness win hearts, while Quickbooks offers a more robust toolset for seasoned accountants. Ultimately, Zoho Books is a capable accounting sidekick for businesses starting their financial journey. Its ease of use, automation muscle, and affordable price tag make it a tempting choice. But for high-volume businesses or those with intricate inventory needs, other contenders might offer a more powerful punch.

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Want to know if AccountEdge will give you an edge in accounting? AccountEdge is a popular accounting software for small businesses, especially those familiar with desktop-based applications. Users praise its comprehensive features, including general ledger, accounts payable/receivable, invoicing, and inventory management, all without requiring a subscription like QuickBooks Online. Many find it easier to use than QuickBooks, citing its intuitive interface and logical workflow. However, some users point out its limitations for businesses with complex needs, such as limited integrations with other software and a lack of advanced reporting features. AccountEdge shines for small businesses seeking a robust, desktop-based accounting solution with a one-time purchase cost. Its ease of use and comprehensive features make it ideal for managing day-to-day finances, especially for those who prefer a traditional accounting software experience. However, businesses requiring advanced features or extensive integrations might find AccountEdge limiting and should consider cloud-based alternatives.

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Screenshots

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Head-to-Head Comparison

Zoho Books VS Accounting Seed
Zoho Books VS Acumatica
Zoho Books VS BQE Core
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Zoho Books VS Manager
Zoho Books VS Oracle Financials Cloud
Zoho Books VS QuickBooks Online

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