# Compare TrustBooks vs Zoho Books 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Zoho Books and TrustBooks based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/145679-163115/TrustBooks-vs-Zoho-Books

---

# Zoho Books vs TrustBooks Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Zoho BooksTrustBooks2/4 selected

[Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.4 (671)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

[## Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.4 (671)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

Starting Price

$20.00/month

Value-for-Money

4.4

Functionality

4.3

Ease of Use

4.4

Customer Service

4.2

Reviews Sentiment

Based on [671 reviews](#user-reviews)

Positive

599

Neutral

45

Negative

27

[## TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.9

Functionality

4.9

Ease of Use

4.9

Customer Service

5

Reviews Sentiment

SR

MS

Based on [107 reviews](#user-reviews)

Positive

107

Neutral

0

Negative

0

## Summary

* * *

Key features rated by users

Features selected based on 7,457 reviews from accounting software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

63%Fit

Missing features

Feature ratings

Chart of Accounts

NA

Income & Balance Sheet

4.6

Data Security

4.7

Document Management

NA

Financial Reporting

4.5

\--%Fit

Missing features

Not enough reviews

Feature ratings

Chart of Accounts

NA

Income & Balance Sheet

\--

Data Security

NA

Document Management

NA

Financial Reporting

5.0

User satisfaction

User satisfaction

4.4

User reviews[671](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

Ease of use

4.4

Functionality

4.3

Value for money

4.4

Customer support

4.2

User satisfaction

5.0

User reviews[107](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Ease of use

4.9

Functionality

4.9

Value for money

4.9

Customer support

5.0

Price starts from

Price starts from

$20Other, Per Month

-   Free version
-   Free trial

Price starts from

$49Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Zoho Books caters to businesses of all sizes across multiple industries, such as legal, real estate, retail, wholesale, education, maritime, financial services, healthcare, manufacturing and more.

Best for

Small law firms and solo attorneys

## User reviews

Pros & cons

VR

Verified Reviewer

Gen Secretary

> "Havent experienced any bug, there was one concern which was fixed immediately. and i'd recommend it for both small business as well..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7058032)

LT

Luke T.

Director and Tutor

> "Another small problem is that it doesn't import your bank transactions until the day after the transaction has taken place, despite..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6829781)

VR

Verified Reviewer

Gen Secretary

> "Data management is so good, i am uploading all the invoices too in the application."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7058032)

DS

David S.

Customer Service Representative

> "The mobile app isn’t as functional as the desktop version, and while the reporting options are good, they could be better customized."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6692753)

Raj Shekhar S.

Cofounder

> "Their has been no product failures or issues, and new features are regularly rolled out too."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7066801)

AV

Alisodai V.

Proprietor

> "They were unable to give any solution for my problem even after 7 months time."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7020672)

BB

Ben B.

CEO

> "Free plan for businesses under $50K in revenue is good and we use it with Zoho Expense and it works seamlessly."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256)

GK

Girish K.

Owber

> "No desire to even show how a feature works."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___7076078)

BB

Ben B.

CEO

> "Favorite feature: automated invoicing and payment tracking."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256)

GK

Girish K.

Owber

> "Zoho support has no solution for this."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___7076078)

Alfredo J.

Consultant

> "I was able to easily migrate after a bad experience with quickbooks and from there been able to slightly customize it for my needs."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6501659)

SG

Sally G.

Customer Service Auditor

> "Some features don't work if you are not in the US."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6861693)

ME

Mohamed E.

manager

> "The best thing that has happened to me is the ease with which I can now complete all accounting activities with Zoho Books."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440)

DR

Darren R.

Director

> "The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5072227)

VR

Verified Reviewer

COO

> "I love the waste option of opportunities to adapt things like templates to automate as much as possible and safe time."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6648480)

HD

Haythum D.

IT Engineer

> "in Zoho Books can't customize more advanced financial reportsZoho Books is more costly compared to other accounting software..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4946352)

ME

Mohamed E.

manager

> "One of the easiest interfaces for creating estimates and invoices is Zoho Books."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440)

ME

Mohamed E.

manager

> "Data migration is quite difficult for businesses with a lot of data."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440)

Dedre M.

Owner

> "Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes this..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4808090)

MG

Michael G.

President

> "does not integrate easily with Microsoft Office suite"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6559335)

ME

Mohamed E.

manager

> "The main benefit is that it offers a range of plans at reasonable prices to accommodate diverse business needs."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440)

DS

DAMON S.

Director

> "Uncleared notifications on the app that I just can’t seem to clear"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6466142)

HN

Hilda N.

Youth research advisor

> "With Zoho book I have been able to manage customers and suppliers interaction using client protal and by sitting up payments..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4707361)

HN

Hilda N.

Youth research advisor

> "The application is mostly very slow when updating it and in the process you may lose your data and in the due course costimg you a..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4707361)

NL

Nzai L.

project officer sanitation and hygiene

> "i like the ability of the software to manage clients online through clients patrol and making recuring invoices payments , its user..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4962668)

PB

Phillip B.

President

> "For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6178338)

SA

Sayed A.

Project Engineer

> "It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4741271)

MA

Monica A.

program manager

> "the application is very hard to master mostly on how to handle recurring payments within your organization"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4983997)

SN

Siyabonga N.

Junior Tax practitioner

> "The Online Invoicing has great features such as personalizing invoices with their logo, colours, and fonts., plus you can also..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4738813)

AM

Alicia M.

Accountant

> "For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6028821)

DS

David S.

Customer Service Representative

> "It also offers great GST compliance features which are a big advantage for my business."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6692753)

DP

Darshan P.

Administrator

> "It has more user restrictions and payroll service is not available."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4775876)

AC

Anthony C.

University Intern

> "Zoho Books also offers integration with other Zoho services, such as CRM and Human Resources, which makes collaboration and project..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4782184)

FF

Frank F.

President

> "When there is an update with the a financial institution Zoho Books takes forever to make that update causing issues with keeping..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3503773)

EC

Emily C.

Engineer

> "It was a very simple platform with the initial configuration, its integration system is basic allowing all stored data to be safe..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4747708)

TM

Theresa M.

CEO

> "They forgot to tell you to click on Settings first, and THEN select Preferences."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4793501)

DR

Darren R.

Director

> "We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5072227)

SK

Stephen K.

insurance manager

> "it limits vendors list and once reached you have to pay additional amount first and its very difficult to learn basically how to..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4655805)

Alfredo J.

Consultant

> "I enjoy how it integrates with their expense tracker and with PayPal."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6501659)

MK

Milena K.

Bookkeeper

> "Limitation of the functions and the customer service wasn't as expected."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4789839)

BB

Ben B.

CEO

> "Mobile app is a plus, gives real-time access to financials."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256)

KF

Kadeem F.

IT Consultant

> "Invoice customisation is really lacking."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4780181)

Juan B.

CEO

> "I am able to set up recurring billing for my clients, which has saved me a lot of time and helped me maintain a steady stream of..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4903814)

Elyn H.

Content Creator

> "This is because you can only add your uploads to a new expense."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4789911)

VR

Verified Reviewer

COO

> "Zoho Books combines quoting, invoicing in a very efficient way."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6648480)

SY

Surjesh Y.

Software Engineer

> "Some users might discover that the software is not as customised as they would want. Although it has a variety of functions, there..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4628961)

AT

Amy T.

CFO

> "Customization for our specific business was a huge game changer, as we didn't need to get outside help involved to make simple..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4982810)

RE

Rajesh E.

DIRECTOR

> "expense print layout is against the income tax rules.. if any invoice is having more than 200 products the invoice will not open..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___3567105)

JK

Jeethendra K.

Founder & CEO

> "The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#GetApp___5019964)

SD

Sharif D.

Inventory analyst

> "the software is expensive in case you are purchasing it once"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4980610)

CS

Connor S.

Brokerage Operations Associate

> "The invoices module in Zoho Books and very well laid out and easy to use for people who are new to these kinds of platforms."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6537888)

TM

Theresa M.

CEO

> "This is the most non-intuitive, difficult, cumbersome, obscure programme I have ever worked with."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4793501)

SG

Sally G.

Customer Service Auditor

> "The interface is clean and clear."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6861693)

IL

Immaculate L.

Finance Director

> "The bank connection doesn't always work nicely, sometimes it delay to update and end up sending incorrect statements to customers."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4604401)

LL

Lydia L.

Blow Mold Operator

> "It uses automations which allows us to eliminate the manual entry work and reduce the dependency on the repetitive tasks."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6006953)

TH

Timothy H.

CEO

> "For the business I have managed for the last 15 years, it is tough to migrate everything over. "

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4797274)

JW

Joel W.

Program Manager

> "I like the way the software allows us to reconcile various transaction hence eliminating errors in reporting."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6167413)

Jared L.

Business Development

> "No need to wait for another person to send an invoice and possibly lose the customer to dead time from 'Yes' to the ability to pay"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3859870)

WT

Winnie T.

Manager

> "I've been able to manage the accountabilities while at my home by using this software to manage the accountabilities and project..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5012216)

WO

William O.

Manager

> "So I am just going to find something else can consider all the work I have done in my account as a loss...."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___5078207)

AC

Anthony C.

University Intern

> "Zoho Books is an online accounting and invoicing software that offers a wide range of features at an affordable price."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4782184)

MS

Melissa S.

CSR

> "Gets very expensive to activate advanced features"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6002964)

Dedre M.

Owner

> "Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4808090)

Kirti V.

developer

> "However, some users have reported issues with customer support and limited customization options."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918)

AB

Andrei B.

Branch Manager

> "Integrates good with other Zoho apps if you are using them."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6296522)

Shyamal P.

Founder

> "They forced us to buy 12 months subscription saying migration won't be done unless we pay2."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4611027)

WT

Winnie T.

Manager

> "I use it for project planning and accounting While sitting in my dining room therefore it eased work for me"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5012216)

JV

James V.

Assistant Management Accountant

> "Team collaboration related features of Zoho Books are not quite sufficient for our requirements."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4070417)

VV

Vikas V.

Software Consultant

> "Reports are a great way to break things down for more clarifity."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6685125)

Becky F.

Software Developer

> "This is the trickiest part because I can't really think of anything I dislike; however, I do have some comment on the quality of..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4669391)

KI

Kalume I.

Senior IT technician

> "The software integrates with Zoho invoice which makes work of creating invoice easy and massive. "

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5003016)

VR

Verified Reviewer

Software developer

> "Limited customer support users can only access support via email or live chat,- limited user permissions"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4640276)

Juan B.

CEO

> "I was able to easily and quickly track my income and expenses and generate financial reports in seconds."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4903814)

Kirti V.

developer

> "Zoho Books offers limited support options, which may be frustrating for users who require immediate assistance."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918)

AT

Amy T.

CFO

> "It is great for companies with project management, from estimate to sales order to purchase orders and Invoicing."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4982810)

VR

Verified Reviewer

Land Surveyor

> "There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#GetApp___3433842)

BB

Ben B.

CEO

> "Cloud-based with a solid mobile app so good for being on the go."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256)

BH

Ben H.

Manager

> "Very little hand holding or clues for the average business user that doesn't have an accounting degree."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4622616)

BB

Brian B.

Devevloper

> "Zoho books has the ability to manage accounting in non-profit organizations."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4744904)

SV

Shanmugam V.

Article Trainee

> "The data migration from our old software to Zoho was a bit difficult."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4601740)

[View Reviews](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

SR

Stephanie R.

Managing Attorney

> "The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been received..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514592)

AR

Anna R.

paralegal

> "I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go forward..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514752)

MS

Matthew S.

Attorney-Managing Partner

> "We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio is a..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2517181)

SH

Stacey H.

Principal & Manager

> "The only thing I don't like it that it doesn't default to the last screen that I was in but since I use many cloud based platforms..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516528)

NS

Nathan S.

CPA

> "The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is very..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

DH

David H.

Partner

> "I have a hard time locating client files without going page by page until I find their name. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

CS

Candace S.

Attorney

> "Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows me to..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2523308)

RF

Randall F.

Managing Partner

> "Integrations can be a bit quirky and UI inefficient at times."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731)

MD

Marta D.

Attorney

> "The integration feature with LawPay has also been very helpful in keeping track of incoming payments."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514795)

DS

Devin S.

Paralegal

> "Only down side is it takes at least 24 hours for transactions to sync from Clio"

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514789)

LP

Lynn P.

Director

> "The program automates important record-keeping and reconciliation tasks that are important to complete regularly."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2529109)

JW

Jennifer W.

Attorney

> "The software kept getting confused as to which went where when it was imported from Clio."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514820)

RW

Robert W.

Partner

> "Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514602)

MC

Matthew C.

Attorney

> "I've only had the software for less than 6 months so there were learning moments that I had to have help with but I can't imagine too..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515656)

DG

Dawne G.

Client Services Director

> "It's very easy to keep track, since we use the recommended checks and only draft checks via TrustBooks- no going back and updating it."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

NS

Nathan S.

CPA

> "There is a control in place that doesn't allow this, and I understand why, but I would change that if I could."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

JM

Jim M.

Owner

> "It's very convenient to be able to access my account from any web browser on any device."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514823)

DH

David H.

Partner

> "Not thrilled with having to create a payee before paying the payee. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

VG

Vanessa G.

President

> "It is much easier and allows for much less human error than other systems (like spreadsheets)."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2528759)

SE

Susan E.

Attorney

> "It is not as easy to share the accounting information with my CPA. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514569)

AO

Alexa O.

Office Manager

> "It gives me all the reports that I need, makes it easy to determine if I'm balanced."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515438)

DG

Dawne G.

Client Services Director

> "Writing checks was a stressful activity."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

WF

William F.

Attorney

> "It has made managing our trust account so much easier - especially the quarterly reviews. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514585)

Dawn W.

President

> "They're very basic as well."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514570)

[View Reviews](https://www.capterra.com/p/145679/TrustBooks/reviews/)

## User interface

4.39 (671)

No images or videos  
provided by vendor

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Accounts Payable

150

Important

Accounts Receivable

120

Important

Zoho Books

Top features

28/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/163115/Zoho-Books/#features)

TrustBooks

13/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/145679/TrustBooks/#features)

### Recognition

No recognitions have been awarded to Zoho Books

No recognitions have been awarded to TrustBooks

### Deployment & support

Zoho Books

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

TrustBooks

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Zoho Books

-   By Zoho
-   Located in United States
-   Founded in 1996

TrustBooks

-   By TrustBooks
-   Located in United States
-   Founded in 2014

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Contact vendor for pricing

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