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

Comprehensive Review of Zoho Books: The All-in-One Accounting Solution

Comments: Overall, the experience with Zoho Books is generally positive. The software is well-designed, user-friendly, and provides a range of features to support accounting and financial management. The integrations with other Zoho apps and tools are a big plus for businesses that already use Zoho products. The mobile app is also a useful feature for businesses that need to access financial information on the go.

Pros:

I liked the following features of Zoho BooksUser-friendly interface with quick access to important featuresIntegrations with Zoho apps and third-party toolsAutomated invoicing and payment trackingMulti-currency supportBudgeting and financial reportingMobile app availableAffordable pricing, including a free planStrong customer support.

Cons:

Along with Pros, these are the limitations I faced:Limited inventory management featuresLack of advanced project management featuresBasic time tracking functionalitySome features can be confusing for new usersLimited integrations compared to other accounting softwareLimited customization options for invoices and other forms.

Alternatives Considered: FreshBooks and Quickbooks Online

Reasons for Switching to Zoho Books: Its worth considering that we chose Zoho Books over alternative products due to its user-friendly interface, integrations with other Zoho apps, affordable pricing, and strong customer support. Additionally, the software's focus on automating invoicing and payment tracking is a major selling point for businesses looking to streamline these processes.

One of the worst customer support I have ever experienced

Pros:

Till now, we haven't been able to get it to run for our business at all. They have failed to setup the software, its been 2 months since we bought Zoho books and they have failed to help us migrate our data. When we bought the tool we were promised that migration would be done for us. After waiting for 45 days, they replied saying you would have to migrate data yourself, here's the migration wizard. This migration wizard fails for unknown reasons. Since then following up since 3 days, no response.

Cons:

One of the worst customer success I have ever experienced. 1. They forced us to buy 12 months subscription saying migration won't be done unless we pay2. After buying the tool, its been 2 months but the data hasn't been migrated yet. They have failed in the following counts1. Not delivering on promised timelines2. They don't reply till the time customers call them multiple time for resolution. 3. Even if the call connects we are asked to wait for a call back. This callback promise is not a gaurantee that someone would call. We had to wait for 2-3 days sometimes that too we got a callback when we again called the support channel4. Their migration team has not even started the import process and today its 2 months since we bought the subscription5. Alternatively, we were asked to utilize a migration tool. This migration tool fails for unknown reasosns. 6. Now we are forced to jump through hoops to just get our subscription up and running.

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.

Zoho for small to medium business

Comments: This software is great for our business.

Pros:

This software it's very easy to setup and start using it. Even the free version is very rich in functionality. Once you have set it up you can also install the mobile app to keep up with the business. You can even create customer on the mobile app, invoice them, recon payment and send statements. The recurring schedule invoice are such a great feature. You can even setup reminders for unpaid invoices. Month end you can pull reports and understand your business

Cons:

The bank connection doesn't always work nicely, sometimes it delay to update and end up sending incorrect statements to customers.I wish the clone customer was also available on the mobile app.

As soon as ZohoBooks is set up, creating invoices is a breeze

Comments: Once you have your invoice template set up, creating invoices is a breeze. Zoho Books integrates quite smoothly with both Zoho CRM and Zoho Subscriptions. It would be helpful if there were a way to customize reminder emails depending on the reason the invoice was not paid.

Pros:

Each and every one of our clients' billing and subscription needs are handled by me personally. We really liked how simple it was to link Zoho Books and Zoho CRM. Since our customers come from all over the world, having access to many payment gateways is invaluable. The creating goods function is quite beneficial, since we offer numerous services at different pricing.

Cons:

Workflow and Invoice Personalization. One company's choice of languages for use with international clients.

We can track all invoices with Zoho books

Comments: In terms of billing, invoicing, tracking payments, and maintaining an accurate inventory count, I can confidently say that this experience has been nothing short of remarkable thus far.

Pros:

Having 2nd factor authentication and many ways to retrieve transactions, as well as everything else you would need to keep your business functioning, are two features I particularly appreciate.

Cons:

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 customer support and the requirement of an internet connection.

Most happening accounting software

Comments: Zoho Books is a cloud based online accounting software which is helping many small to big companies in managing their accounts. It operates as a very cost effective and user-friendly system. Many crucial things for a business like billing and invoicing, bank reconciliation, financial reporting, various report generation etc., are available in Zoho Books and the processes are made easier so that the maintenance of accounts becomes effective and efficient. It is highly recommended to start using Zoho Books as an accounting software.

Pros:

All the processes from generating invoices to extracting reports are made easier so that the maintenance of accounts becomes effective and efficient.

Cons:

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

Zoho Books: The Future of Financial Management

Comments: Zoho Books is a reliable, efficient, and user-friendly accounting solution that streamlines financial management for businesses of all sizes. The software's invoicing, expense tracking, and financial reporting features are highly regarded for their ease of use and customization options. The ability to seamlessly integrate with payment gateways and other applications is also appreciated. Overall, Zoho Books offers a comprehensive and affordable solution for managing business finances, and is a top choice among users.

Pros:

Zoho Books is highly regarded for its user-friendly interface, efficient automation capabilities, and comprehensive financial management features. Users appreciate the ease of creating professional invoices, tracking expenses, and generating detailed financial reports. The ability to seamlessly integrate with payment gateways and other applications is also a plus. Overall, Zoho Books is a reliable, affordable, and comprehensive accounting solution for businesses of all sizes.

Cons:

some users have reported minor issues with Zoho Books, such as occasional slow loading times or difficulty finding certain features. Additionally, some users have noted that the mobile app could be more user-friendly. However, these issues are relatively minor and do not detract significantly from the overall positive user experience with the software.

The Comprehensive Solution for Your Business Accounting Needs

Comments: Many users appreciate its affordability and the ability to customize the software to their specific business needs. However, some users have reported issues with customer support and limited customization options. Overall, Zoho Books is a popular accounting software choice for small and medium-sized businesses.

Pros:

Zoho Books has a clean and intuitive interface that makes it easy to navigate and use, even for those without accounting experience.Zoho Books automates many time-consuming tasks, such as invoicing, payment reminders, and expense tracking, saving you time and increasing efficiency.

Cons:

Zoho Books offers limited support options, which may be frustrating for users who require immediate assistance.Some users may find Zoho Books difficult to navigate and require some time to learn how to use all its features.

great option for accounting software

Comments: There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.

Pros:

It does everything that I need it to do, and for far less than it's competition.

Cons:

There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

Alternatives Considered: FreshBooks, Sage 100, Wave Accounting and Xero

Reasons for Choosing Zoho Books: Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features - though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I'd expect it to.

Switched From: FreshBooks, Sage 100, Wave Accounting and Xero

Reasons for Switching to Zoho Books: Functionality and cost. I used Quickbooks-Desktop for years, but the online software that's been developed more recently has too many advantages to keep using it. I also used Xero for a few years, and liked a lot of features - but it seemed geared for a different kind of business and lacked a few things I needed. Then I tried Quickbooks Online - it was barely within my budget, but I liked the features - but then they increased the price (significantly) after only one year of using it. But Zoho has really fit the bill - all the functionality I need, and at a price that's just a fraction of QBO's.

All the functionality of QuickBooks - and more - at a much better price

Comments: Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.

Pros:

Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Cons:

I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.

Alternatives Considered: Quickbooks Online, Wave Accounting and Fiverr Workspace

Reasons for Choosing Zoho Books: Wave only allows for accrual-based accounting, which is severely limiting. Wave also makes some odd duplicate transactions when you're entering transfers and line items for invoices.

Switched From: Wave Accounting

Reasons for Switching to Zoho Books: Zoho books has everything QuickBooks has at a much lower price. And Wave and And.co had too many limitations.

Great QuickBooks competitor with additional features to boot

Pros:

I am a big fan of Zoho Books. For the same price of a QuickBooks subscription, I was able to purchase a license to Zoho One, which comes with dozens of other valuable apps (Zoho Forms, Zoho CRM, Zoho Survey, Zoho Social, Zoho Marketing Automation, Zoho Analytics, Zoho Sign, Zoho Meeting, Zoho Desk, Zoho Projects, Zoho Expenses, Zoho Recruit, Zoho Flow). I did the math recently, and figured out that if I were to buy each of the Zoho applications I use from an equivalent competitor, I would be spending $600 more than the cost of a Zoho One subscription each month. For Zoho Books in particular, it has all of the features I used in QuickBooks, plus easy-to-use workflow automations and integrations with the rest of the Zoho One suite. It's very helpful to be able to cross-reference Zoho Books data within their CRM for example. Overall, I highly recommend Zoho Books, but encourage you to purchase the full Zoho One suite rather than Books as a standalone application.

Cons:

I wish they had a few more payment processors available.

Alternatives Considered: FreshBooks, Wave Accounting and Xero

Reasons for Choosing Zoho Books: For the same price as QuickBooks, I was able to get the full Zoho One Suite.

Switched From: Quickbooks Online

Reasons for Switching to Zoho Books: Integration with Zoho One.

RUN do not walk way from this product!

Comments: I would rather deal with the IRS, Comcast and AT&T all at once than this company.

Pros:

Zoho has been a constant and ongoing headache since switching 3 years ago. Since then it has been an ongoing everyday headache. Support simply does not exist with this company. Support articles are 10 years old and do reflect the current software.

Cons:

Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.

"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!

Brandy Jackson

Pros:

That it integrates with Zoho Commerce . This is the reason I chose it

Cons:

It is very expensive. But it is one of the only ones out there that works with a website

Good software for beginners

Comments: Zoho Books made my job easier and saved me a lot of time.

Pros:

Zoho Book is a good software if you are starting out in a small business. What impresses me most about Zoho Book is the BRS statement. It's an excellent feature that prints all the required details very clearly, just as we intended. The automated bank flow is another feature that saves you a lot of time. The advantage of Zoho Books is that it can be linked to your online sales sites easily. 
 
Another positive aspect of Zoho Books is that its delivery always comes with many integrated functionalities such as stock management, sales and purchase booking, payroll processing, etc. To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time. The customer support is also very responsive and usually fixes your worries.

Cons:

The major problem with Zoho Book is that it is only practical with a small business. It is better to choose another software like Wave if your business is large. Finally, the other blockage is that Zoho Books is based on the Cloud so without a connection you can go and have a nice cup of hot coffee (LOL).

Alternatives Considered: Xero

Reasons for Choosing Zoho Books: Zoho Books functionalities were limited

Switched From: Wave Accounting

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

Overall Zoho Books is easy to use and works very well for a small to medium business.

Pros:

You can automate much of your purchasing and invoicing 'paperwork' process which is wasted time you can spend actually working on your business. It integrates easily with other Zoho products, QuickBooks and Google if you need it to.

Cons:

While it is very easy to integrate with other zoho products like Zoho Expense it can sometimes be hard to understand how that integration is meant to work. Some best practice documentation like using Zoho Books and Zoho Expense would be great. For instance it took me a while to figure out that I needed to make sure I had chart of account line items in both. I assumed they would sync but they didn't. I had to go to expense and create the same custom line item I did in books. Not a big deal but it would have been helpful to know that I needed to do that. Customer Support can be very inconsistent. I've had very good experience with the chat support resolving my problems immediately. However, the ticket system and email can some times take days to respond. In particular, you don't have access to your support ticket so you don't know that it has been received or looked at, nor can you update it with any additional information.

I have been using Zoho for years

Comments: When I first started my photography business I needed an invoicing program and I stumbled upon Zoho in my search. It had everything I wanted and was free. Here I am 6 years later still using it. Back then I only needed Zoho Invoice, but through the years I needed more organization than the invoicing program offers so I upgraded to Zoho Books. At that time I didn't realize that it wasn't truly it an upgrade, but rather a switch from one to the other. I was being double charged. It was a bit challenging contacting Zoho support (in 2013), but once I did they were happy to fix the problem and refund my duplicate payments for the two months prior. Setting up Zoho Books was a bit challenging and my only true complaint about Zoho is that the support system is very much lacking. I struggled to reach Zoho Support. When I finally did they were helpful, but it is a challenge to actually ever reach anyone. Other than that Zoho is AMAZING. I have referred MANY friends to this program through the years.

Pros:

Ease of use

Cons:

Customer Support and the lack of detail in payments received. My bookkeeper struggles to reconcile my PayPal payments because the fees aren't identified.

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.

Just being grateful for the good services

Comments: Overall no complains. Strongly recommended

Pros:

Easy to use and great price, generally good customer services

Cons:

Missing some QuickBooks functions My wife is a act and she mentions a film things that it’s missing. Overall very good product