Zoho Books

Zoho Books is an easy-to-use online accounting software designed to help growing businesses stay on top of their assets, debts, income, and cash flows. With Grow, you can visualize, analyze, and track your Zoho Books data all in one place, making it easy to monitor the day-to-day performance of your most important financials.

Get More with Grow — Your Zoho Books Reporting Tool

  • Gain powerful insights when you add Zoho Books to your all-in-one business command center in Grow.
  • Connect, blend, customize, and monitor data from Zoho Books alongside your other essential business data in real-time, in the palm of your hand.
  • Strategically visualize your data to focus your team around the goals and objectives that matter most.
zoho books dashboard

Questions You Can Answer With
Zoho Books + Grow

What were our recurring expenses and recurring revenue for the past 12 months?

What are our monthly cash balances for the current year compared to last year?

How much debt have we carried each month for the past year?

Which of our ledger accounts require adjustments?

What is our estimated vs. actual revenue for the current year compared to last year?

How many unpaid invoices are currently outstanding?

Reports and Data Available From Zoho Books

Zoho books is a robust reporting tool with a large number of available reports. The overview article at the bottom of this page includes a complete list of access points and available fields. Below is a list of the most popular Zoho Books reports:

Bank Accounts: All bank and credit card accounts, including ID and name, currency, account type, account number, uncategorized transactions, unprinted checks, is active, balance, bank balance, bank name, and is direct PayPal.

Bills: All bills for the selected date range, including vendor ID and name, status, bill number, reference number, billed date, due date, due days, currency details, exchange rate, total, balance, created date, etc.

Customer Payments: All payments received, including ID, invoice numbers, date, payment mode, amounts, account ID and name, description, reference number, customer ID and name, created date, gateway transaction ID, custom fields, tax account details, etc.

Estimates: All quotes or proposals for products sold for the selected date range, including estimate ID, customer name and ID, status, reference number, currency details, total, created date, accepted date, declined date, expiry date, is viewed by client, salesperson, etc.

Expenses: All expenditures, including ID, date, account name, description, currency details, total, total without tax, is billable, reference number, customer ID and name, vendor ID and name, status, created date, expense receipt name, exchange rate, distance, custom fields, etc.

Invoices: All records of products and/or services sold for the selected date range, including invoice ID, customer name and ID, status, invoice number, reference number, due date, due days, currency details, is viewed by client, client viewed date, total, balance, created date, reminders, last reminder date, last payment date, custom fields, salesperson, adjustment, etc.

Recurring Expenses: All consistently repeating expenditures, including recurrence name, status, account ID and name, amount, customer name, is billable, etc.

Recurring Invoices: All consistently repeating customer purchases, including invoice ID and name, customer ID and name, currency details, start and end date, last sent date, next invoice date, line items details, billing address, shipping address, payment gateways, payment options, etc.

Example Metrics From Zoho Books

zoho books dashboard
  • Monthly Recurring Expenses vs. Recurring Revenue – Past 12 Months
  • Gross Margin, Profit Margin, and Total Revenue – YTD
  • Monthly Debt Balances – Past 12 Months
  • Monthly Cash Balance – Current YTD vs. Last Year
  • Current Unpaid Invoices
  • Weekly Amount in Unpaid Invoices – Past 90 Days
  • Account Balances vs. Adjustments – Current Quarter
  • Total Estimates vs. Revenue – Current YTD vs. Last Year
  • Accrued Revenue and Expenses – Current MTD