Zoho Books reviews

Zoho Books maakt het makkelijk om offertes en facturen op te stellen en te verzenden. De documenten kunnen gepersonaliseerd worden om volledig in de huisstijl van het bedrijf te passen. Daarnaast kan Zoho Books online betalingen ontvangen voor de verzonden facturen, en is het makkelijk bij te houden welke facturen al betaald zijn en welke nog niet. Bovendien is het gemakkelijk dat Zoho Books integreert met je bankrekening, waardoor je betalingen die je via overschrijving ontvangt makkelijk kan linken aan facturen, alsook uitgaven kan opvolgen in Zoho Books.

Voor mijn doeleinden beschikt Zoho Books over alle functies die ik kan wensen in een boekhoudprogramma. Een betere mobiele applicatie zou wel welkom zijn. De huidige app is niet geweldig goed in gebruiksgemak en functieset.

Very simple to categorize funds, connectivity with other tools in Zoho Suite.

Anytime a new vender is updated to an expense item, the screen needs to be reloaded and refreshed before that same vender can be selected for another item.

The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made.
I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee.

There is also an option for customers to pay online which makes it really easy to make payments.

In addition from the different modules you can customize fields to suit your needs at any point in time.

Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.

When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant.

When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios.

Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.

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.

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

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.

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.

very easy interface with Zoho CRM and integration with online payment capabilities in both US Dollars and Mexican Pesos

the multi currency feature is sometimes glitchy in reports

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.

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

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

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

Zoho captures every aspect of my company's finances. The tool makes it easy for you to create estimates, and invoices, capture bills and expenses as well as monitor business health. The muti-user feature lets business track expenses and movement of funds between departments and business teams.

Another incredible feature that makes Zoho stand out is their customer support. They have an amazing support team that responds quickly. Plus, they help you valuable suggestions to help you navigate difficult accounting operations.

Zoho does not have an offline capability. The software is cloud-based so you must have an internet connection to access the software.

The flexibility of usage is great and customer support via chat is quick

A special request has been made to implement item stock issues to projects which are billed as a one line item instead of using sales orders

Ease of use, it has all the features I was looking for in an accounting application. The security is another factor I like Zoho Books.

I wish there could be a way to get transactions directly firm wave accounting app.

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.

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.

The setup is fairly straightforward, and the learning curve is very manageable. It's really nice to have a good (and reasonable) set of defaults for categories and account structure. That made initial use and customization pretty easy to do. The documentation is generally good, and tip links are numerous.

The only thing I find even slightly annoying is that the feed connection to the bank account is often "broken", but on the positive side the status is clear and whatever issues exist seem to fix themselves automatically within a day or two. It's not really a show-stopper; it's just annoying when I want to "clean up" things and the bank feed isn't fully current.

The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.

The customer service is absolutely appalling. In fact, it's not even fair to call it customer service because it's more like communicating with the abyss. No matter how many times you call or email, no one follows up - and if they do it's certainly not in a timely manner. They call you at ridiculous times and then email to say they called and to call them back. You call them back and no one is available. You leave a message for the agent to call you back and no one does.

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.

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).

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).

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.

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

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?)

cost and the ability to build your own integration tools.

compared to other options (unnamed here, but you know who they are), it is VERY cost efficient and effective. depending on options chosen with alternatives it costs anywhere from 25% to 75% of what The Other Guys offer.

i've even been able to write some integrations with it (using some powerful and reasonably well documented REST APIs)

the interface is a bit clunky - things like matching take a bit of getting used to.

banking integration only allows one sync per 24 hour period.

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.

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.

Ease of use

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

Customer support is excellent. Multiple currency features is good.

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

. I am a big fan of zoho books.It is useful and easy to use for new businesses. The dashboard is very well formed and the android app is very.
useful.

Books is very slow when it comes to changing updates. No one informs us when an issue is resolved.

Zoho books is super easy to use. I have no accounting background and was able to navigate it very easily. I also love that it's all online so it's easy to share with my accountant.

I wish it had a payroll option for my country.

Zoho Books is an excellent cloud based solution for money flow management that meets olur expectations.

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

Document forwarding. Expense data extraction from submitted bills, it reduces lot of effort.

Expense mobile app is not user friendly.