What is Zoho Books Free Plan?
Zoho Books Free Plan is a cloud-based accounting solution designed for small businesses and freelancers. It offers a range of features to help users manage their finances, including invoicing, expense tracking, and project management. The free plan is a great option for those who want to try out the software before committing to a paid subscription.
Main Features of Zoho Books Free Plan
The free plan includes many of the same features as the paid plan, including:
- Invoicing and payment tracking
- Expense tracking and categorization
- Project management and time tracking
- Inventory management and order tracking
- Integration with other Zoho apps and third-party services
Setting Up Expense Tracking with Retention and Backups
Why is Expense Tracking Important?
Expense tracking is a crucial aspect of accounting, as it allows businesses to keep track of their spending and stay on top of their finances. With Zoho Books Free Plan, users can easily track their expenses and categorize them for easy reporting.
How to Set Up Expense Tracking in Zoho Books Free Plan
To set up expense tracking in Zoho Books Free Plan, follow these steps:
- Create a new expense account by going to Settings > Accounts > Expense Accounts.
- Set up expense categories by going to Settings > Accounts > Expense Categories.
- Start tracking expenses by going to the Expenses tab and clicking on the + New Expense button.
Retention and Backups
Retention and backups are critical components of expense tracking. With Zoho Books Free Plan, users can set up retention policies and backups to ensure their data is safe and secure.
How to Set Up Retention Policies in Zoho Books Free Plan
To set up retention policies in Zoho Books Free Plan, follow these steps:
- Go to Settings > Accounts > Retention Policies.
- Click on the + New Retention Policy button.
- Select the type of data you want to retain (e.g. invoices, expenses, etc.).
- Set the retention period and click Save.
Downloading Zoho Books Free Plan
System Requirements
Before downloading Zoho Books Free Plan, ensure your system meets the following requirements:
- Operating System: Windows 10 or macOS High Sierra (or later)
- Processor: 2 GHz dual-core processor (or higher)
- RAM: 4 GB (or higher)
- Storage: 5 GB available disk space (or higher)
How to Download Zoho Books Free Plan
To download Zoho Books Free Plan, follow these steps:
- Go to the Zoho Books website and click on the Sign Up button.
- Fill out the registration form and click on the Create Account button.
- Click on the Download button to download the software.
Best Alternative to Zoho Books Free Plan
What to Look for in an Alternative
If you’re looking for an alternative to Zoho Books Free Plan, consider the following factors:
- Features: Does the alternative offer the same features as Zoho Books Free Plan?
- Pricing: Is the alternative more affordable than Zoho Books Free Plan?
- Integration: Does the alternative integrate with other apps and services?
Top Alternatives to Zoho Books Free Plan
Some top alternatives to Zoho Books Free Plan include:
- QuickBooks Online
- Xero
- Wave
- Zoho Inventory
Frequently Asked Questions
What is the Difference Between Zoho Books Free Plan and Paid Plan?
The main difference between Zoho Books Free Plan and Paid Plan is the number of users and features. The free plan is limited to one user and offers limited features, while the paid plan offers more features and supports multiple users.
Can I Upgrade from Zoho Books Free Plan to Paid Plan?
Yes, you can upgrade from Zoho Books Free Plan to Paid Plan at any time. To upgrade, go to Settings > Subscription and click on the Upgrade button.
What Happens to My Data if I Cancel My Subscription?
If you cancel your subscription, your data will be retained for a period of time (dependent on the retention policy you set up). After this period, your data will be deleted.