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

It's an excellent internet service for small businesses

Comments: In general, Zoho Books is the finest accounting software for start-ups and small businesses. The following functionalities are included in this simple to use application: Assign Shortcuts, Create Quick Reports a UX that is easy to use, Software as a service (SaaS): It's simple to use and integrates well with the rest of the Zoho suite. Updates that arrive quickly and on a frequent basis.

Pros:

As a whole, Zoho Books is an excellent tool for new businesses and organizations. It's an excellent choice. Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company's other products.

Cons:

When a financial institution makes an update, Zoho Books takes a long time to make the change, making it difficult to keep track of all expenditures. Statement import instructions are out-of-date. Customer service is terrible; no one ever tells you when an issue will be fixed.

Powerful and Invaluable tool at an incredible price

Comments: We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site. The ease of use and consistency makes it very easy for training purposes and day to day use.

Pros:

We love the way you can add further modules and expand into other areas like inventory with ease. The support is fast and efficient with a positive outcome every time. The consistency through every module bill s, invoicing, purchasing makes it a breeze to operate.

Cons:

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 some screens use a keyword search which is easy and fast to locate the information.

Alternatives Considered: Quickbooks Online

Reasons for Choosing Zoho Books: Lack on consistency with previous product and even doing the slightest thing seemed over complicated.

Switched From: PowerQuote

Reasons for Switching to Zoho Books: With the ability to integrate other modules was vital to us. The product had more vital features like re occurring invoices and billing. Stock control was important and a lot of other products don't have this ability alongside things like project managment.

Blocks you when you need it.

Comments: Currently, Zoho Books is not capable of handling volume entries. You will be blocked if you go too fast, as I do. Then you have to wait hours before you can get back in. I created several users to be able to do my work. Also, the batch import feature does not work, since it does not pick up the product code on multi-line invoices. Our pricing went up last year, but Zoho's recurring invoices didn't pick up the new pricing, and the customers were invoiced at the old price, which caused massive service problems. Because of this, we are moving to another software, and I cancelled the auto-renewal with Zoho. Our access was immediately blocked (despite paying for the remainder of the year in advance), and now nobody has access to our own accounting. Currently, there is no one available in support to assist us, so we are waiting for a callback. It's beyond frustrating. The system is terrible, and the support is even worse. I do not recommend Zoho to any company.

Pros:

It looks modern and intuitive. It has a sales portal that customers can access online and view their invoices and payments. That is the feature that sold the program to us.

Cons:

The debit and credit side is the wrong way round as it follows the Indian system. For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay. In Zoho however, it means that the customer is in credit by £100 and would potentially need a refund. Blocks you if you type and click your mouse fast. There are problems with batch invoicing, and it takes a lot of time to review invoices one by one. The system does not extract more than 100 statements at a time. You really should find another system if your sales ledger is large.

Support

Comments: NO Support

Pros:

It is easy to setup and start using it. I loved it a lot but their support SUCKS

Cons:

Their support sucks you go back in forth with someone that doesn't know about accounting.. So I am just going to find something else can consider all the work I have done in my account as a loss....

Alternatives Considered: Quickbooks Online

Reasons for Choosing Zoho Books: It seemed easier for what I needed

Reasons for Switching to Zoho Books: I am going back to QuickBooks what support they have is better than Zoho Books

Have a vision of caution in accounting with Zoho Books.

Comments: The overall experience we have had with Zoho Books is one for the records. This amazing product introduced us into a modern and more accurate way of accounting and taking care of our finances. With Zoho Books, it gets clear how money moves in and out and this allows us to know our financial health and performance.

Pros:

Zoho Books allows to become accountable for our money by giving us transparency on how money is being spent. It uses automations which allows us to eliminate the manual entry work and reduce the dependency on the repetitive tasks. It has the simplest reporting tool that gives us valuable financial insights about our financial health. The billing tools are very useful and they makes invoicing so simple. It allows us to create branded invoices for our clients and sharing them with the clients is easy, secure and fast.

Cons:

Am very delighted how Zoho Books is yet to gives us any cons. It has been working superbly well for us.

Time & Expense Tracking Solution

Pros:

Availability of mobile application is what I like most since I am able to track time and expense on projects on the go.

Cons:

I currently face zero errors when using ZB.

The Perfect Accounting Solution For Business

Comments: Zoho Books is a go to solution and has been very helpful when it comes to all matters accounting

Pros:

First, it is an easy to understand accounting solution It makes online accounting easy It makes invoicing and purchasing easy It makes handling accounts payable easy

Cons:

While using Zoho Books, my experience has been amazing. It has some great features and not a single issue or missing feature

Accounting software report

Comments: I permit it.

Pros:

Zoho Books manages the small business by automation of business workflow.

Cons:

Work done on zoho Books can be uploaded to the drive such as one drive or zoho workdrive.

Very wonderful tool

Pros:

It is very good for small business accounting service with a clean professional look

Cons:

It is requires coding abilities to automate most of its features

Great Product For Those Who Know Accounting

Comments: My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Pros:

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Cons:

I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.

Alternatives Considered: QuickBooks Desktop Enterprise

Reasons for Choosing Zoho Books: Zoho Invoice was excellent at invoicing and tracking client expenses. However, I wanted a product that did more than those two things.

Switched From: Zoho Invoice

Reasons for Switching to Zoho Books: I was already familiar with Zoho through the use of Zoho Writer and Zoho Invoice. It was easier to simply switch to Zoho Books, which had a familiar and pleasing user interface. Also, Zoho Books was a better buy for the money.

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.

The best invoicing / accounting tool for freelancers, period.

Comments: Zoho Books is just a fantastic tool. Coming from Freshbooks and paying a hefty fee for it I was not only limited in terms of features (and paypal support) but also somewhat bored with their lackluster interface. Zoho was great and hit all the marks for me, the interface is simple and intuitive and the price point at my scale is just unbeatable. I can't see any other accounting system after using Zoho Books.

Pros:

This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.

Cons:

There are many features I didn't test because they are out of realm for my specific needs. I am sure for others they might be important but if these were "enabled as needed" rather than always there cluttering the interface that would be better.

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.

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

Zoho books - my best friend!

Comments: With Zoho we are able to easily stay on top of our finances with limited effort required. The ability to correct historical errors easily makes maintaining and accurate general ledger a breeze. I really like the professional look and feel of the documents generated such as invoices, orders etc.

Pros:

With unparalleled customisation and ease of use as well as the the ability to correct previous errors Zoho books has made the accounting function so much simpler than our previous software. The automation of numerous tasks has been especially useful. The professional way in which we are able to engage with our customers and suppliers has also raised our credibility.

Cons:

Probably the only criticism I can raise is that the reporting section could offer more month by month reports as a standard feature, although they may be easily configured using the tool provided.

Alternatives Considered: Xero

Reasons for Choosing Zoho Books: Based on an old database structure which was inflexible.

Reasons for Switching to Zoho Books: The value proposition of Zoho One with the multiply module functionality was very compelling and the Books module was able to more than cater for our small business requirements.

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.

Why limit yourself to just Books?

Pros:

I think Zoho Books is on par with all the other bookkeeping software, but what is even better is how it integrates with all of the other Zoho products. I have had to integrate SFDC with ZenDesk and other solutions and what a pain! The fact that books integrate with their CRM with their Desk app is wonderful. This does everything you need from creating invoices to managing expenses and accounts. Very easy to use and full-featured. It is a definite must for small businesses that are looking for a robust affordable solution that might also need a CRM (look at zoho one).

Cons:

With any bookkeeping software, there is a learning curve. Not always the easiest, but certainly worth it. Once you get all of your accounts set up you'll need to make sure you get all of your payment processes in place. Which is nice once it's ready because people can simply pay from click on an invoice. My only complaint would be how certain things don't flow as easily as I would like to start off with. But once you get it figured out it's pretty easy and will save you tons of head aches when time goes on.

Streamlining Business Operations with Zoho Books: A Game-Changer for Efficient Invoicing and Contact

Pros:

Prior to joining this company, we relied on self-coded solutions for various tasks, including invoice generation and template design, all within our own database. This approach required significant time and effort whenever we needed to introduce new features or implement controls, even though similar solutions already existed in the market at a reasonable price.Transitioning to Zoho Books:We made the decision to switch to Zoho Books, and the entire process was incredibly smooth. I simply created an account, configured our company details, and utilized the standard invoice template, making minor adjustments to resemble our previous format.Contact Management:Importing our contacts into Zoho Books was a breeze and took approximately 10 minutes. I downloaded an Excel file from our database and effortlessly imported all the necessary information.Invoicing:Creating new invoices proved to be just as simple as managing contacts. By uploading an Excel file, the system automatically matched the invoices with the appropriate contacts (if desired). You can even save them as drafts for further review, and once ready, send them out in bulk.

Cons:

Initially, when we first started using Zoho Books, there was no feature available to automatically create contacts if they didn't already exist while uploading new invoices. However, I'm pleased to say that this has since been improved, and it now works flawlessly for us!

Very good, but lacks some of the basics

Comments: Switched from Quickbooks to ZohoBooks. Overall, ZohoBooks is very good. The site is always up and running very quickly. Tech support is excellent in both speed and quality. The software is actually fun to use. However, it does lack some of the basic functions that seem should have been in there from the beginning such as ability to print deposit slips, and there's no running total on the side of accounts so when you're looking for a mistake, it makes it very difficult to find. One feature that our business desperately is ability to pre-send invoices to people on a recurring basis before their due date. Quickbooks has had this ability back since the days of DOS (20 years ago). We're limping around right now trying to work without these basic needs in hopes that they will soon come. On the otherhand, Zoho does keep adding new features on a consistent basis. Sometimes just simple design changes but at least you get the feeling they are still working on it. -Highly recommended, however proceed with caution because there are some very basic things missing and they don't seem to be in a hurry to resolve this. It's almost the year 2017 and I'm adding up deposits by calculator and filling in deposit slips by pen. Shouldn't be ;-\

Pros:

Excellent/fast support. Interface can be fun to use and is quick to respond. Development seems to be ongoing.

Cons:

Lacks basic functions like deposit slip printing (and automatically transferring those funds to bank from Undeposited Funds), ability to pre-send recurring invoices, inability to set simple defaults such as default account to accept payment to (always need to manually select Undeposited Funds when accepting checks) and no running total in account ledgers such as Undeposited Funds (how are you supposed to find and fix errors, mistakes?)

Excellent Accounting Software for Small to Medium Size Businesses

Pros:

I use Zoho Books as part of my Zoho One subscription. Zoho is integral in the operation of my business. I have found these tools to be comprehensive, powerful, and relatively easy to learn and use. Zoho Books is certainly no exception. I love the automation tools and customization options. Support is also prompt and efficient.

Cons:

If I wasn't part of Zoho One, I'm not sure I ever would have discovered or used Books. Though it is a great option, I'm not sure how it compares with other modern bookkeeping software. I haven't examined the market recently.

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.

Easy software to use

Comments: I have a wounder full experience i zoho books . ts very easy to handle and more user friendly accounting software. Its easy to export the data excel sheet and pdf format. The facility of dashboard module is extremely different from other software. There is 24 hours customer support. There is tension free for security in data backup.

Pros:

1. This software is very easy to handling my daily accounts job. We are doing an advertising agency and our main task is to handle the data in different project wise. Zoho books supports to handle a multiple projects at a time and easy to calculate cost of sale of each project. Its very helpful to present the overall view of each project to top level management and our clients. The Time tracking module in Zoho books shows each project profitability. Its very easy to take statement of account of each client on the basis of user demand. 2. In Zoho books, dashboard gives a wounder full experience for both Accountant and Management.It shows a bird eye view of finanacial position at a particular time period 3. Comparing from other software Zoho books give an accurate details of customer an vendors 4. Its very easy to create chart of accounts. and we get full details of account transactions of each account through (show transaction) option 5. The report module give to user a very wide details

Cons:

1. Zoho books provide a least support to function key and short cut key. its time lapsing for user while using mouse 2. Its difficult to handle staff advance payment and there reimbursement