Zoho Books Free Trial 2024 – 14 Days Offer
Zoho Books offers a free trial only for its new users. The new users can sign up for a trial to explore the full range of Zoho Books features. If the initial period isn’t sufficient, you can extend it.
After the trial, you can either upgrade to a paid plan or opt for the Free plan with limited features and usage restrictions.
In the article, we will dive into the details of Zoho Books’ free trial experience. We’ll give you a walkthrough of how to sign up for the trial, what features are available during this period, pricing, and much more.
Let’s get started.
Zoho Books Free Trial: Availability
New users are offered 14 days to explore the features of Zoho Books during the free trial period. If needed, users can extend the free trial for an additional 14 days.
To claim the trial, users are required to sign up with Zoho Books, but they do not need to enter credit card information initially. This allows them to evaluate the software without any financial commitment during the trial period.
It’s important to note that individuals who have previously created an account with Zoho Books cannot take advantage of the free trial offer. Both individuals and businesses can access this testing period.
When you opt for an annual plan with Zoho Books, you can save significantly compared to paying monthly. Here is a table outlining the monthly and annual pricing options.
| Plan | Monthly Price | Annual Price | Annual Savings |
|---|---|---|---|
| Standard | $20 | $15/month | $60 |
| Professional | $50 | $40/month | $120 |
| Premium | $70 | $60/month | $120 |
| Elite | $150 | $120/month | $180 |
| Ultimate | $275 | $240/month | $360 |
Whether you choose the Standard, Professional, Premium, Elite, or Ultimate plan, purchasing annually ensures you get the most value out of your subscription.
Steps For Claiming The Free Trial
The steps to sign up for Zoho Books and claim the free trial are easy.
Step 1: Visit the Zoho Books signup page.
Step 2: Fill out the required information to create your Zoho Books account. You do not need to enter credit card information at this stage. Once you are done, click on “Create Account.”
Step 3: You will receive an OTP on your registered mobile number. Enter that to continue.
Step 4: Enter your organization’s details and click on “Get Started.”
And that’s it! You have availed yourself of your Zoho Books free trial.
Features Included With Zoho Books Free Trial
During the free trial period, users get access to a number of features. These include the following.
- Create invoices, quotes, expenses & journals
- Mileage Tracking
- Accept online payments
- Enable self-service customer portal
- Automate payment reminders
- Bank reconciliation
- Setup recurring invoices
- Track 1099 Payments
- P&L, Balance Sheet & 50+ Reports
Limitations of Zoho Books Free Trial
During the free trial of Zoho Books, some features are restricted or not accessible. These include:
- Track sales tax
- Connect bank feeds
- Manage vendor bills and payments
- Track sales and purchase orders
- Record multi-currency transactions
- Bill timesheets
- Analyze project profitability
- Track inventory
- Cashflow forecasting
- Customize business workflows
Making The Most Of Your Zoho Books Free Trial
Here are some tips to make the most of your Zoho Books free trial:
- Explore all available features thoroughly.
- Test integrations with other tools you use.
- Set up and run sample financial reports.
- Experiment with customizations like templates and fields.
- Utilize customer support for any questions or issues.
Zoho Books Pricing & Plans
The Zoho Books pricing plans are quite reasonable and flexible for small businesses.
| Plan | Monthly Price | Annual Price |
|---|---|---|
| Standard | $20 | $15/month |
| Professional | $50 | $40/month |
| Premium | $70 | $60/month |
| Elite | $150 | $120/month |
| Ultimate | $275 | $240/month |
There is also a free plan that is best suited for new freelancers or solopreneurs with minimal accounting needs.
If you have a small business that needs basic invoicing, expense tracking, and customer management, you can choose the Standard plan. The professional plan works best for growing businesses with expanding needs.
Businesses that need more extensive capabilities like multi-currency transactions, advanced reporting, and vendor management can benefit from the Premium plan. The Elite and Ultimate plans are best suited for large enterprises requiring robust financial controls.
Zoho Books Discount: Is It Available?
Unfortunately, Zoho Books does not offer any discounts or promotional codes beyond its standard pricing.
However, you can still save money on their annual subscriptions. They provide a reduced monthly rate as compared to monthly billing. You can refer to our article’s “Pricing & Plans” section to explore the available cost-effective annual subscription options.
Conclusion: Zoho Books Offers A 14-day Free Trial!
Zoho Books is a comprehensive tool for handling your business finances effectively. It offers different plans to match various business requirements. With the free trial available, you can try out its features like invoicing, expense tracking, and advanced reporting firsthand.
Make sure you take advantage of the free trial offer to see how Zoho Books can simplify your accounting tasks and support your business growth. Sign up for the free trial now and see how Zoho Books can benefit your financial management.
FAQs
Can you use Zoho Books for free?
Zoho Books offers a 14-day free trial. After that, you can continue with a paid plan or switch to the Free plan, which has limited features and usage restrictions.
What happens when my Zoho Books trial ends?
When your Zoho Books trial ends, you must upgrade to a paid plan to continue accessing all features. Alternatively, you can switch to the Free plan, which offers basic functionalities.
Does Zoho Books integrate with QuickBooks?
Yes, Zoho Books supports integration with QuickBooks, allowing for seamless data transfer between the two platforms.
How trustworthy is Zoho?
Zoho is known for its strong reputation in the software industry, providing secure and reliable services with a focus on data privacy and customer support.
How do I cancel my Zoho free trial?
To cancel your Zoho free trial, log in to your Zoho Books account, navigate to settings, and find the option to cancel your subscription or trial before it expires.
What is the daily limit for Zoho?
Zoho typically does not impose a daily limit on usage for its services, but specific features within products may have usage or transaction limits depending on the plan.
What is better than Zoho Books?
Determining what is better than Zoho Books depends on your specific business needs and preferences. Some alternatives for Zoho Books include QuickBooks Online, Xero, Fresh Books, and Wave.
