Zoho Books Reviews

Easy peasy accounting platform

Comments: I’ve been using Zoho books for over a year successfully. I was able to easily migrate after a bad experience with quickbooks and from there been able to slightly customize it for my needs. I enjoy how it integrates with their expense tracker and with PayPal.

Pros:

Easy to use platform with all the basic features for accounting.

Cons:

User interface can feel a bit dated at times which makes it a bit difficult to do frequent tasks.

Alternatives Considered: Odoo

Reasons for Choosing Zoho Books: My QB account was cancelled for undisclosed (by them) issues after asking for sensitive data using a Google Form! I couldn’t even recover my data, but at least they refunded a couple months “service”

Switched From: QuickBooks Online

Reasons for Switching to Zoho Books: At the time I only needed accounting and the pricing was more appealing.

Good CRM and Books website.

Comments: Zoho has been great so far. We have used Zoho for 4 years now. Really easy to use.

Pros:

Being able to convert sales orders to estimates and invoices.

Cons:

Ther is not anything I don't like about it.

Alternatives Considered: QuickBooks Enterprise

Reasons for Switching to Zoho Books: It is much easier to use than QuickBooks in my opinion.

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.

Would be the top bookkeeping software with a few additional features

Comments: It's an amazing software for those who don't have the 2 mentioned issues

Pros:

Price beats all other bookkeeping leaders. Features are amazing specifically client portal. Integration with CRM

Cons:

Lack of Undeposited funds feature. Lack of sub-items

Great Software

Comments: I really enjoyed this software. It is must easier to use than most of its competitors. It is also having some of the best pricing vs performance that I have found.

Pros:

Zoho was very easy software to setup for someone who does not have a lot of experience. We used this software to mostly to track estimates. When estimates were approved and accepted by the customer it was simple to turn them into invoices.

Cons:

Once you add certain items into the system they cannot be deleted. For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry.

Alternatives Considered: QuickBooks Online

Reasons for Choosing Zoho Books: Price and availability. It was simple enough that we could use what we needed in the program.

Switched From: Sage 50cloud Accounting and QuickBooks Online

Reasons for Switching to Zoho Books: The price and overall feel of the product.

Moved from Zoho Invoice to Zoho Books

Comments: Moved over to Zoho books from Zoho invoice to better manage my finances. Definitely worth the migration

Pros:

Marking the cost against my product items.

Cons:

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

Alternatives Considered: QuickBooks Online

Reasons for Choosing Zoho Books: To better understand my finances, for the reporting and to manage my expenses better.

Switched From: Zoho Invoice

Reasons for Switching to Zoho Books: I chose Zoho because of the simplicity of the Zoho suite of products.

The Emperor and Eminent Financial Tool for our Company.

Pros:

The tool send us financial reports and profit as well as loss forms on time. It has the best interface to use for our accounting processes. The most amazing customer service is served to us. Very fast and quick in invoice processing.

Cons:

It has delivered to our expectations and it has never disappointed.

Pathetic customer service

Comments: Worst customer services there is no proper reply or information

Pros:

Product is ok but customer service is pathetic

Cons:

The customer service is pathetic, we are running a CA firm and have almost 20 Zoho books subscription and login and one of the login as was asking an OTP we were not getting because the [sensitive content hidden] is travelling and OTP is going to only mobile number not to email hence raised the ticket and the team keep saying that the accounts team is working but we did not receive any resolution they wasted a whole day and did not resolve this. the ticket ID is [sensitive content hidden].

Fantastic for Invoicing

Comments: We have used Zoho Books to manage and send invoices for a few years now. It has kept us very organized with our payment collection process.

Pros:

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.

Cons:

The payment processing application that we use is currently not integrated with Zoho Books which creates a bit more manual work for us.

Good impressive product.

Comments: Very much satisfied with this product. I belive it is some thing worth investing.

Pros:

It has got lots of good features and seems very robust. Overall I liked it pretty much. It has got a vast range of invoice templates and is customization seems pretty easy. Also they got their own software for most of the business use cases which could be easily integrated with this one.

Cons:

I had a look at their community page and many of the answers are not quite understandable, which makes me little bit suspicious about their customer support.

Alternatives Considered: Kanak Books

Reasons for Switching to Zoho Books: I didn't coose zoho books over kanakbooks. I just want to give a try of zoho books to see how good is zoho books. Both have very similar interface, but kanakbooks seems more better for smaller businesses with some impressive features and lower cost.

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.

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.

I really had a amazing journey with Zoho books.

Comments: I would say it's good as it is easy to navigate with affordable pricing plans. It provides timely updates about the features. Also they have a wonderful customer support.

Pros:

It has a very easy user interface and I really like the accessibility of using it on phone.

Cons:

There is nothing that I don't like but yes the feature of budget and forecasting can be improved as it requires some advanced feature.

Zoho Books: An Online Accounting Solution that Meets Our Needs

Pros:

I like the exceptional features of Zoho Books. Zoho Books meets our needs because it has been a reliable online accounting software.

Cons:

Zoho Books is reliable and flawless. I do not dislike Zoho Books at all.

User friendly

Pros:

The app is so easy to use, it's simple and takes the stress out of book work.

Cons:

There are no cons for my business needs, I love the app.

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.

Using Zoho Books

Pros:

It is very interactive. The availability of a free plan A good alternative to other major accounting software. Excellent customer portal Easy to use

Cons:

Maximum users should be more than 10 A better support

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

Zoho Books offers many benefits, there are a few drawbacks

Pros:

For managing invoices, tracking expenses, or reconciling bank transactions, the user-friendly design ensures a seamless experience. Seamless Integration allowing for easy data synchronization and enhanced functionality.

Cons:

Customer support limitations in terms of responsiveness and availability.

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!

review zoho Books

Comments: Very good experience, I am really excited

Pros:

It facilitates the work of financial flows, and it also facilitates the work of reports and follow-up of the business. It is very good

Cons:

No, not in the form Because I really like this program

Customer

Comments: Business get feedback or review from clients on zoho Books

Pros:

Zoho Books' customer portal helps to check if the customer viewed the invoice sent to them.

Cons:

Zoho Books save time because allow customers to pay the invoice in one place hence I feel its simplity.

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

business and organizational accounting application to try

Comments: its had saved me a lot of work since for recuring transaction is just money to them

Pros:

i like the ability to store all recurring orders to process all these kinds of transactions. Sending payments reminders through mails is my best with the application

Cons:

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

best accounting and taxing application for business

Comments: its has eased my work at office since i can also send invoices using it

Pros:

i use Zoho books to balance so business books, I like the availability of the application on both Android and IOS devices, it's simple to use and the interface is so friendly

Cons:

the application is doing well for me just that sometimes its too low when updating it