Zoho Books Free Trial

Author

Yolanda Bolk

7 minute read • Feb 21, 2025

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Zoho Books Free Trial

If handling your business finances already feels like a full-time job, here’s something that won’t make it any easier: audit fees for U.S. companies jumped 6.4% last year, averaging at a hefty $3.01 million, according to CFO Dive. That’s money businesses are spending just to keep up with regulations and financial accuracy, not even counting day-to-day bookkeeping, invoicing, and expense tracking.

The Zoho Books free trial gets you the tools to manage finances without the stress. Let’s break down what you get and how to make the most of it in your 14-day free trial.

Zoho Books Free Trial: What’s Included?

A free trial sounds good in theory, but some of them feel like a test drive where you can only use half the features. The Zoho Books free trial isn’t one of those. 

For 14 days, you get everything. No locked features. No frustrating “upgrade to access” pop-ups. Just you, your business finances, and a chance to see how smooth accounting can actually be.

  • You can send invoices in seconds

  • Set up automatic payment reminders for those clients who always need a nudge

  • Track expenses without drowning in receipts

Sales tax calculations are built in, so when tax season rolls around, you’re not piecing together numbers at the last minute. Bank transactions sync automatically, cutting out the need for manual data entry, and real-time reports keep you updated on what’s coming in and going out.

It also connects with tools you probably already use. If Stripe, PayPal, or G Suite are part of your routine, you can link them up and see everything in one place. 

Zoho Accounting Software Free Trial: How to Make the Most of It

Signing up for a free trial is easy. Actually using it before the deadline sneaks up? That’s where most people drop the ball.

Zoho Books gives you two full weeks of access, but the trick is getting started right away.

First things first, set up your company profile. It takes just a few minutes, and once your details are in, Zoho Books adjusts settings to match your business needs. 

If you’ve been tracking finances elsewhere, import your data so you can see everything in action. Even if you’ve been relying on a mix of spreadsheets and mental math (no judgment), getting your numbers into the system will give you a real sense of how Zoho Books works.

Once you’re in, test out the automation features. Set up a couple of recurring invoices and turn on automatic payment reminders. Let Zoho handle the follow-ups so you don’t have to. 

If you use Stripe, Square Plus, or PayPal to get paid, connect them to your account and see how transactions flow in without any manual work.

The goal is to use these two weeks like a trial run for your business finances. By the time the free trial ends, you’ll know exactly how much time, and most importantly money, Zoho Books can save you, and whether you’re ready to keep it around.

Getting Started on the Zoho Books Free Trial

  1. Visit the Zoho Books Free Trial Page

  2. Enter Your Details

  3. Agree to Terms

  4. Start Your Free Trial

Zoho Books 14 Days Trial: What Happens When It Ends?

Two weeks fly by fast, but once the Zoho Books 14-day trial is up, you won’t find yourself trapped in an unexpected charge or an annoying cancellation process. It just ends, no credit card required, no last-minute panic to turn off auto-renewal.

If you loved using it, there are several affordable pricing plans designed for businesses of all sizes. For smaller businesses pulling in under $50,000 in annual revenue, there’s even better news, Zoho Books has a forever-free plan that keeps the essentials running at no cost.

No trial expiration, no pressure to upgrade, just solid accounting software to keep your finances organized.

And if you decide it’s not the right fit? No worries. Your data stays safe in case you want to revisit it later, but you won’t be charged or locked into anything.

Pricing Zoho Books: What Are Your Options

Picking an accounting plan is kind of like ordering coffee, some people just need a simple black coffee (read: invoicing and expense tracking), while others want the whole triple-shot-oat-milk-vanilla-latte experience (advanced analytics, multi-user access, inventory tracking). 

Zoho Books pricing gives you that kind of flexibility, with plans that grow alongside your business. Here’s how they stack up.

Standard Plan: More Features, Still Budget-Friendly ($15/month)

The Standard Plan lets you handle up to 5,000 invoices and expenses annually and supports three users. You get extra perks like:

  • Recurring expenses

  • Custom fields

  • Basic automation

If you’ve ever wished your bank feeds would update themselves instead of forcing you to manually enter transactions, this plan makes it happen.

Professional Plan: Serious Tools for Growing Businesses ($40/month)

At this stage, you’re likely handling more moving parts:

  • Clients

  • Projects

  • Sales orders

The Professional Plan expands your invoicing and expense limits to 10,000 per year and supports five users. It also introduces:

  • Multi-currency transactions

  • Inventory tracking

  • Project management

  • Sales approvals

Basically, if you need a more structured system to keep things running smoothly, this plan delivers.

Premium Plan: Built for Scaling Up ($60/month)

Larger businesses need cash flow forecasting, budgeting, and vendor portals, and that’s where the Premium Plan shines. You can process up to 25,000 invoices and expenses annually and give access to ten users. 

It also lets you set up a custom domain and create 50 custom reports, so your financial insights look exactly the way you want them.

Elite Plan: Advanced Inventory and Warehouse Tracking ($120/month)

If inventory management is a big part of your business, the Elite Plan is where things get serious. It allows 100,000 invoices and expenses per year, supports ten users, and gives you warehouse management (up to five warehouses), batch tracking, and serial number tracking. 

Plus, if you sell on Shopify, you can connect up to two stores to Zoho Books and keep everything synced.

Ultimate Plan: For Those Who Need It All ($240/month)

This is the all-in, no-limits version of Zoho Books. The Ultimate Plan gives access to fifteen users, advanced analytics, and real-time reporting dashboards. It’s built for businesses that need deep financial insights, custom reports, and the ability to track high-volume transactions without breaking a sweat.

Try Zoho Books Free Today: No Strings Attached

Zoho Books takes the stress out of managing your business finances. With a 14-day free trial, you can see for yourself how easy invoicing, expense tracking, and automation can be. Sign up for the Zoho Books free trial today and take it for a spin!

Happy Trials!

  ~ freetrials.com

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