Zoho Books Reviews

Brilliant Accounting and Book Keeping software!

Comments: Great! Not been using it long but it is a vast improvement on functionality and reporting compared to old software.

Pros:

Love the customer portal! Our clients can use self service to manage their account with us and get all their invoice and payment records as well as access to documents like our T&Cs. The invoice generating is very quick and easy with lots of customisation and extra data collecting boxes. The app is reliable and easy to use with lots of functionality too. Retainer invoice function is great for us as we offer clients a promotion to top up their account in advance to receive discounts on future invoices so this works perfectly!

Cons:

There is no auto connection to my particular bank yet so can't connect it all automatically as I did with my previous software however it allows for bulk uploads so you can still reconcile everything.

Alternatives Considered: Xero

Reasons for Choosing Zoho Books: Lack of additional functions and reports weren't as relevant to our needs. Zoho Books came free with Zoho One plan and we were paying for Quickbooks so made sense to cut this cost.

Switched From: Quickbooks Online

Reasons for Switching to Zoho Books: It was included in Zoho One plan

Zoho Books: An efficient and user-friendly accounting software.

Comments: As an IT intern at the university, I had the opportunity to use Zoho Books for financial management. Overall, I found the software to be user-friendly and offering a great deal of useful features, such as invoice management and expense tracking. Additionally, I really liked the integration of Zoho Books with other Zoho services, such as CRM and Human Resources, which made collaboration and project management easier.

Pros:

Zoho Books is an online accounting and invoicing software that offers a wide range of features at an affordable price. With this tool, users can manage invoices, payments, expenses, and time tracking all in one integrated platform. Zoho Books also offers integration with other Zoho services, such as CRM and Human Resources, which makes collaboration and project management easier. Additionally, the software allows for task automation and customization of templates and workflows, increasing efficiency and saving time in financial management.

Cons:

Despite the extensive feature set that Zoho Books provides, some users can find the user interface to be too complex, and it might take some time to become accustomed to all the possibilities. In addition, integration with third-party services may be limited compared to other popular accounting software and more economical plans might not include certain sophisticated capabilities like inventory management and budgeting.

Migrated from Wave to Zoho Books. Horrible experience

Comments: Precious time wasted. After reading their manuals, watching their videos, Googling answers, I finally had a one-on-one training session with a trainer who advised me to employ the services of a Zoho-experienced accountant in South Africa. We had thought that because of Wave Accounting's recommendation, that Zoho Books would be similarly user-friendly and intuitive. It is not at all.

Pros:

They seem to have an impressive array of apparently useful functions.

Cons:

This is the most non-intuitive, difficult, cumbersome, obscure programme I have ever worked with. Example: even in deleting our account after wasting hours trying to become functional, the instructions seemed to be clear: Log in to your account. Click the user picture. Click My Account. In the account page, select the Preferences tab. Click Close Account in the left menu. Except THERE IS NO PREFERENCES TAB IN THE LEFT MENU. They forgot to tell you to click on Settings first, and THEN select Preferences. A perfect example of what to expect from the entire platform.

Very powerful accounting platform

Comments: Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses. Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes this a valuable product for our business that saves time and money.

Pros:

Zoho Books is an excellent option for your company's bookkeeping and accounting. Invoicing and billing is done in the dashboard, reporting on income, expenditure and payables are separated and even financial reconciliations can be actioned automatically. You can create Price Lists easily to share to your customers based on your products/services you are selling.Financial reports are done automatically so you don't have to do a manual recon every month.

Cons:

There are limitations in terms of online payment gateways depending on your country of origin, but they do offer all major gateways.Invoice templates are basic but it does provide all the relevant information that you need.

Zoho Books

Comments: Zoho boos was a very good app but there are better accounting apps out there.

Pros:

Zoho Books is a cloud-based accounting software it offers invoicing, expense tracking, inventory management, and financial reporting. software has an easy user-friendly interface. It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and streamlining accounting tasks.It also has flexibility and customizability of Zoho Books. The software offers a range of integrations with other apps and services, such as payment gateways, CRM software, and project management tools.

Cons:

Customer supprt and tech support isnt really upto mark nd even learning the software is a little difficult and it taes time and steep learning curve to gets hands on experience.

Better Accounting Software

Pros:

Invoice and billing options are good and we can accept the credit card payment and online payment, and auto generation of monthly invoice and we can set due dates so the system will send auto reminder for aged receivables to the tenant

Cons:

when its come to reports like Financial reports and budget forecasting and other its bit difficult to analyze the report and it is bit confusing in Aged receivable report

Price hike

Pros:

The mobile app is great, doesn't make me want to scream or cringe. Everything feels as though it's exactly where I need it to be and in the order I'll be using it, mostly.Tons of options for reports and forms. Integrates with Zoho CRM. Time tracking and inventory tracking put some icing on the cake.

Cons:

I do not like the time tracker, it only works through linking to a task. I have never been satisfied with Zoho support. Another thing people - there aren't many accounting partners to pick from. Ironic... and problematic.Zoho Books WAS priced so well that you couldn't beat it, however now they've hiked it up along side Everest.

Zoho Books: the perfect tool for your company's accounting.

Pros:

Zoho Books is a tool that has allowed me to maintain my business accounting in an easy and complete way. The prices they offer are quite affordable, allowing me to purchase the plan that suits me best. Additionally, the available guides and tutorials allowed me to quickly learn how to use the program and make the most of it.

Cons:

At the moment, no disadvantages have been found in this program.

zoho book is the best

Comments: without zoho book customers invoices were being handle manually but now we use this software and it has simplified work and resources since no need to move to vendors rather just manage them online

Pros:

i like its availability on both android and IOS devices,i manage customer invoices either online or by sending them mails its really working good for me.its also user friendly

Cons:

the application limits the numbers of vendors and once you reach you limit you can not add unless you make payments first and this disturbs during the processes of using it

useful, easy and order

Comments: ideal for keeping well-ordered accounting without loss of information

Pros:

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

Cons:

It has been a good balance in general without complications and without fatal flaws that cannot be resolved quickly

Comprehensive & Adaptable Accounting Platform

Comments: Zoho Books offers a comprehensive, easy to use accounting platform that is well suited for businesses of all sizes. The setup is quick and intuitive and the platform is incredibly adaptable. However, customer service needs to be improved and the interface can be hard to navigate.

Pros:

Zoho Books is an incredibly comprehensive and easy to use accounting platform. It provides a wide range of features that allow you to easily manage all aspects of your business finances. The setup is quick and intuitive and the platform is incredibly adaptable to meet the needs of any size business.

Cons:

The customer service is not always up to par and there have been reports of slow response times. Additionally, some users find the interface a bit cluttered and hard to navigate.

Efficient, affordable took that's essential for my business

Comments: I switched to Zoho Books from FreshBooks a little over a year ago when the cost of FreshBooks became unmanageable and free options, such as Wave, did not serve my purposes. I was also looking for a cloud invoicing/expense-tracking system that was less glitchy and easier to use. Zoho Books is all of that. As a sole proprietor, the price suits my budget perfectly. Clients have told me that paying me through Zoho is much easier than paying me through FreshBooks or Wave. At tax time, it's easy to send my Profit & Loss report to my accountant. I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.

Pros:

Zoho Books is easy for me to use and much easier for my clients to use when paying me. They've given me positive feedback about their invoicing experiences. It's also affordable, which was a huge deciding factor when I switched from another cloud invoicing program.

Cons:

I wish I could see when a client has "viewed" my invoice. Also, I didn't realize that listing vendors on my expenses, such as Amazon, would count as "Contacts" and use up some of my slots. I'm glad I know now and I'm rectifying it.

Alternatives Considered: Wave Accounting and Fiverr Workspace

Reasons for Choosing Zoho Books: FreshBooks raised their rates to outrageous levels and gave little advance notice about it. The software was glitchy and my clients were complaining about having difficulty paying. Their system went down at least once a week, which has fortunately not happened to me yet with Zoho Books. Although FreshBooks touts their live customer support, I encountered some rather cranky people there (they were probably fed up with getting calls about the humongous price increase). I'd rather interact with a helpful Zoho support person via chat than an unpleasant FreshBooks support person by phone.

Switched From: FreshBooks

Reasons for Switching to Zoho Books: Although both Wave and And.co offer free versions, I found them harder to use (particularly Wave). Clients found Wave a bit glitchy and the software was not intuitive.

Good Billing Application

Comments: It was awesome to use Zoho books, it improved our operational efficiency and was very easy to use.

Pros:

This is an efficient and affordable billing application. Serves all the basic needs and is capable of handling large data sets.

Cons:

Customer or Product Support seriously needs to improve. Every customer needs a modification as per their business requirements and Zoho shall cater those changes actively.

Alternatives Considered: Kashoo and NetSuite

Reasons for Choosing Zoho Books: Freshbooks was very basic back then and had very limited set of features.

Switched From: FreshBooks

Reasons for Switching to Zoho Books: Zoho Books had local support team, which is why we put our trust on them.

"Zoho Books"; Accounting made easy.

Comments: I have been in the field of finance and accounting for quite a couple of time now and have tested many accounting softwares. I finally landed on Zoho Books and my experience with this software is amazingly outstanding in its results and ease of use.

Pros:

It's very effective and efficient in its operations. Zoho Books perform splendid task as expected. The BRS statement is also an amazing feature I enjoy mostly on this software as it prints clearly all required details as expected.

Cons:

For the fact that the little shortcomings are prevalent regarding the usage of this software, its benefits cannot be outweighed. The only problem i think is with this software is for the fact that you must be familiar with the accounting terms as a new user to be able to effectively use the function to the fullest benefits. A learning or help pop ups when added to the features will be of help especially to new users

Perfect Accounting System

Comments: Zoho Books improved our efficiency and helped improve our business processes.

Pros:

This is your all-in-one accounting system to cover all your business needs.

Cons:

Learning curve is a bit typical initially but once you get the hang of it, it'd turn out to be an awesome application for your company.

Alternatives Considered: Kashoo

Reasons for Choosing Zoho Books: Freshbooks was expensive to maintain

Switched From: FreshBooks

Reasons for Switching to Zoho Books: Zoho Books had local product support engineers which is why we put our trust on them!

Intuitive and comprehensive accounting software, ideal for small businesses

Comments: Excellent software - use it daily to keep my records up to date, invoice customers and process payments. Couldn't recommend it more highly.

Pros:

Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.

Cons:

Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.

Smart Accounting Software Built for Business

Comments: My overall experience with Zoho Books is good and I've been using it for the past three years and have recommended it to a number of clients.

Pros:

-Zoho Books is an easy-to-use accounting app which displays all your financial information in a simple format and a person with less or no knowledge of accounting can also use it. -Zoho Books eliminates the need to manually enter data, lowering the risk of errors. -With access control and audit trails, Zoho Books ensures data integrity and gives you complete control over your business data. -GST compliance is automatic with Zoho Books. The Government of India has named it the Best App in the Business Category. -Zoho Books integrates with other business applications, allowing you to access and work with your data from a single place. Integrations are available with Zoho People, Zoho CRM, Zoho Projects, Zoho Reports, and more. -Zoho Books creates professional reports automatically to help you communicate your data effectively. You can also personalize reports by filtering and organizing them to your preferences. -Zoho Books saves all of your financial information in the cloud, where it can be quickly restored, so you never have to worry about losing data.

Cons:

-The app is appropriate for small and medium-sized businesses. It is incapable of managing complex corporate processes. - On weekends (Saturday & Sunday), the support crew is not available to help clients with their problems. -The software doesn’t allow you to import contacts from your social media sites. It allows you to build your client details through the inbuilt mail feature. -There is no budgeting feature available.

Easy finances with Zoho Books

Comments: Zoho Books is helping us automate many processes that we do every day on our business, many tasks and many payments that we receive throughout the week. It is a software that is extremely helpful when it comes to setting up a workflow that will benefit our work environment, and it provides useful solutions to manage payments, invoices, and all the financial data that comes with it, it has made everything easier because we don't have to worry about manually processing every payment or manually creating and sending an invoice, with Zoho Books, all these things become simple and we are able to keep a directory with all the crucial information for payments and invoices.

Pros:

Zoho Books is an accounting software that provides the best experience when automating the accounting workflow. It has a great variety of tools that help enhance the process and I like how once the data has been imported, it only takes a few clicks to process payments and other billing options. Also, the option to manage all invoices is pretty beneficial, it allows me to keep track of all the payments that clients need to make and it provides a place where I can keep track of these invoices every month and know how much people owe our business; thanks to this feature, it also allows me to process payments differently, because I can have all the data in this single place and it makes it easier to integrate with many payment options so everything is done quicker, providing a nice experience for both ourselves as a business and for our clients. I like that Zoho Books is very user-friendly and it was not difficult to import all the data in order to start using it.

Cons:

I think that the customer support is lacking a lot, it feels like they keep trying to be responsive but still, they do take a lot of time to get back to you once reached out. I don't like this part of the software because it does not feel like I can fully rely on them for help.

The Best way to manage your Businesses Finances

Comments: I never used to know what was going on with my business financials. Now at a glance, I can see money coming and I have an overview of how the business is performing. Tax season is no longer a complete nightmare as everything we need is in Zoho Books.

Pros:

Zoho Books is extremely easy to use. I love that I now have 1 place where I do all my invoicing and that I can customise the invoices to my own branding. I love that I can send the invoice to clients directly from the software and then have auto reminders go out to the clients as well as send a Thank you when I receive payment. I also love the ability to link it to my business bank account – so I can reconcile my invoices and transactions easily. Come tax season my accountant can easily access all the reports she needs for any period.

Cons:

At first, it was a bit tricky to understand how to link up my bank account but eventually managed to figure it out.

Zoho Books: Accounting software for Sma and Medium Enterprise

Comments: Overall good software for small and medi enterprise with good features.

Pros:

Zoho books is cloud based accounting software with many impressive features. Below are the pros of ZOHO Books 1. Zoho comes with many inbuilt accounting software features like inventory management, Payroll processing, Sales and Purchase booking etc. 2. Can be integrated with your online shoping websites like shopify, woocommerce and many more. 3. Automatc recurring expense booking like depreciation, monthly rent etc. 4. Zoho has rebust cloud technology and provides 99.99% downtime, also provides top security for your data protection. 5. In cloud based software there is negligible risk of data loss as service provider regularly takes backup of data. 6. Cloud based software are are far better than DOS based or windows based softwares. 7. Zoho books is available with reasonable price compared to other cloud based software.

Cons:

1.As compared to Quickbooks online many features are missing. 2.Disadvantage of cloud based software is it becomes difficult to shift to windows based software as data can not be transferred easily. 3. Zoho attracts consumer by quoting very less fees for 1st year but from next years there is steep increase in charges.

Go-To Invoicing Software Everyone Should Have

Comments: We are a company that's 10 years in the industry. We cater a thousand orders a month and getting an invoicing software that's basically gonna do the job is essential. We've been to a couple of invoicing software but none of those were good enough to bring with us on our road to success. The last software we've got literally ruined our business for a couple of months that we decided to give it up until I found Zoho books. I have heard much of Zoho from my virtual assistant colleagues and their employers have been using them for a while. I decided to sign up for a free trial and loved it! It does almost everything that we need in an invoicing software. Its payment reminders allow us to optimize our collections every month and it keeps going. Its ability to track overdue invoices, customizing templates, and custom fields were a tremendous help in making sure our documents are as accurate as we need them to be. Customer service is also a big help. Someone always answers the phone on their end, emails are being replied in a timely manner and call backs are done in less than 24 hrs. All these for $24 a month which is kind of awesome. We are probably going to stick with Zoho for a while and we are just even starting. Reports are also pretty detailed and is a big help for us to track our progress. On the other side of the coin, I hope they also have an API integrated in their system. Makes it easier for our vendors. I recommend it to small to large scale business who are looking to integrate their accounting and invoicing (probably their inventory as well with Zoho Inventory on the way). Zoho Books is for you.

Pros:

Pros: 1. Reports. We needed to track our progress down every week and what better way it is than to view our reports. Zoho allows you to get a report for Sales Person, Items and Customer. It's detailed report on overdue invoices are great for us to pound the ones that need to pay. 2. Payment Reminders. Our invoices are always set in an open account. Therefore, we need an automated system to remind our customers about their due invoices. Works great for our collection! 3. Customer Service. They are always good at getting back to you. When no one is available to answer your call, tehy are going to call you back in less than 24 hrs. Their email support is also pretty quick they wont leave you hanging.

Cons:

Zoho is good about getting a constructive suggestion done. However, I wish they have an API integration with the system. Also with the Zoho Inventory along hte way, Im pretty sure they will be a perfect go-to software for our company.

If you have Zoho CRM This product is a must

Pros:

This product Hooks up easily to Zoho CRM. The product works almost fluidly with the CRM. it makes it easy to see each client payment and how much we have received each month. The information the books hold really helps for some financial reports. The Reports do make my life easier kindof. Books make it easy to bill clients and it keeps all the information in one place.

Cons:

The Reports as mention in my pros are missing some really good information that is already there in the system. They want me to pay for Zoho reports, but to my understanding Zoho reports, I would still need to go in and set it up. In our business every month we have to pay out our salespeople. fist I'm not able to split commissions easily or add multiple salespeople to an invoice. second, if I look up sales by salesperson by month it gives me all invoices created in the month, not all invoice paid. We sell expensive web projects and could take months to close. so it is unhelpful for me to see monthly sales report because it is not correct. they also have a "payments received" a report that comes in Zoho books. This report gives me monthly sales but does not add the sales person to the report. So I build a report that takes 30 min to an hour top. I have asked them to fix this and they told me to get Zoho reports

All in One Accounting Solution for SME businesses

Pros:

A true CRM tool for sales people with the tools the ability to give accountants information needed. You can provide invoicing and estimates for clients as well as get an overview of sales for the year, the month and other important information. We have been using Zoho for over 5 years and almost swear by it, especially in our line of business with integration with payment options, we can accept multiple payment options from clients without changing our workflow. Whether used on its own or used with the other suite of Zoho apps, Zoho Books is definitely a recommended tool for anyone starting out and looking for an affordable accounting/CRM solution.

Cons:

Only administrators can adjust invoices once they have been sent which limits functionality for larger sales teams. Cancelling an estimate or invoice even when in draft mode is not as straightforward as when you create one. Mobile apps for Zoho Books is not as easy to use as the web app, if you are running a business, it is good for viewing sales at a glance but it is not ideal for CRM on the go. There is a slight learning curve to use Zoho Books for accounts especially if you are coming from another accounting suite.

The best ever!

Comments: I've searched them all. Zoho is tops by far! Not only do you have full CRM integration reducing sales time by 1000's of hours (really... it's as simple Lead->Convert->Quote. Clients then pay their quote in one click thanks to Zoho!) but the product as a stand alone is far superior. The layout, quotes, invoices, automation, reports... They've thought of everything. Since we switched my business has seen radical jumps in both staff productivity and conversion rates. As a small business owner (actually it's not small anymore!), time really is money - Zoho knows how to give you both. They have truly allowed my business to grow: The service we offer is a one time only purchase by most of our clients- so we need to get it right first time and shine above our competitors!
Fresh Start Law Centre is now the leading criminal record removal firm in South Africa - Thank you Zoho! Ansar Sykes CEO,
www.FreshStartLawCentre.co.za

Pros:

Everything! Mainly the level of customization available and CRM integration.

Cons:

Improvement: Allow for www.payfast.co.za credit card payment integration for the South African market. In the interim, we are using unique URL's in the quotes/invoices for one click payment. But having full Zoho payment integration is better.

Solid, usable software with great support

Comments: After trying about six other accounting packages for my email marketing agency, I went with Zoho Books. It was the only one that handled multiple currencies seamlessly without requiring the very top/most expensive account level. While there are some things I wish it would do differently, it's by far the best of all the different accounting solutions I have tried. In addition, their support is fast and very, very good... every time I have a question or a problem, they either resolve it or inform me of a workaround (and log a feature request on my behalf) in a minimum of time and without any hassle. The other thing I like about Zoho Books is that their feature set is always expanding - you really do need to read the notes when they announce an update, as often I've found they've added something that makes my life easier that I wouldn't have found on my own.

Pros:

Customer support is excellent. Multiple currency features is good.

Cons:

Some of the multiple currencies stuff - especially to do with bank accounts and payment methods - is a little clunky.