Zoho Books Software


 

Zoho Books is a Web-based accounting solution suitable for small organizations. It features contact management, invoices, expenses, sales and purchase orders, project time tracking and inventory management.

Zoho Books also comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports.

Organizations can automate recurring activities such as billing, payment reminders, auto charge and payment thank you note.

Zoho Books allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses. Organizations can also connect bank and credit card accounts and match automated feeds with transactions.

Zoho Books automatically updates the quantity and value of the items sold and purchased. It can also send the notification to purchase items when stock levels fall below a defined value.

This software also has analytical capabilities to provide reports of receivables, payables, cash flow, income and expenses via its dashboard.

 

Zoho Books - Invoice management
 
  • Zoho Books - Invoice management
    Invoice management
  • Zoho Books - Banking
    Banking
  • Zoho Books - Cost tracking
    Cost tracking
  • Zoho Books - Project management
    Project management
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

114 Reviews of Zoho Books

 

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Software Advice Reviews (4)
More Reviews (110)

Showing 1-4 of 4

Mireille from Lakeview Environmental
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Terrific customer service, great product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very user friendly, includes timesheet which is what I need. I like that the dashboard is easy to use and straightforward, especially because I am not an accountant. The customer service is also terrific.

Cons

I would like to see an automatic sync with the bank/credit card because right now you have to do that manually. No big deal though.

 
 

Travis from ProStart
Specialty: Construction / Contracting
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Great software that will grow with your business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great software. I was just starting my business is a general contractor. I looked at a lot of building software thats specially for builders and remodelers and it was all very involved and required a lot time to keep everything up to date. Zoho Books isn't like that, Zoho id easy-to-use and it's not time consuming and you can kind of scale it to the size of your business

Pros

Free to try and use with limited features
Only pay for the features you need
Great user interface on pc

Cons

Mobile app lacks many functions
All the different pieces of zoho software don't talk to each other which means entering the same data more than once

 
 

Born well from Hackers Guild Limited
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great but a bit costly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Hope the costs get lower as you get more subscribers. Thank you

Pros

Lovely easy to use accounting service
It has help us streamline our books without needing expensive accountants
always up and online

Cons

Currently on a plan paying 30 dollars a month which is a bit on the high side for a small non profit

 
 

Karen from The Recruiting Pros
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Easy to use, easy to set up, highly customizable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Strong product for managing your books. We compared it to several other options including Quickbooks and we're sold!

Pros

Love it for several reasons - one is because it interfaces with Zoho Recruit so well. It was easy to set up and we liked the customization options. Fully functional!

Cons

We had a slight snag in our set up but the customer support team was very responsive and helped get us up in running in no time.

 
 
 
Showing 1-20 of 110

Daniel from Dream Factory
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Useful intuitive software - well thought out and multilingual too.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Functionality
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Quality
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Support

Quick to learn and to print out first invoice. Has a way to allow customers to pay online via the invoice too.

Pros

That it is intuitive unlike other accounting softwares. It's quick to get to creating first invoice.

Cons

A bit more tricky to produce a foreign language invoice, but easy once you get the hang of it.
Support is via live chat which was ok, but they seemed to be little busy to help.

Source: Capterra
 

Trevor from Monster Health Food Co

April 2017

April 2017

Zoho Books is Great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Support

This is a great product. We run our entire business on Zoho products and Books is a great addition to their stable. The automatic sync with Zoho CRM and Zoho Inventory allows a small company to operate like a large one. Recommend it highly.

Source: Capterra
 

kelly from Josh Francisco and Dannys Upholstery
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

great for really small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Support

Zoho Books is a simple online accounting software that covers all the basics: create and send invoices, track expenses, sync bank accounts, create reports and accounting on the go. I love being able to use my iphone. It also offers a full set of accounting tools that grow with your business. We have tried other accounting services, but they are complicated compared to this. Zoho Books costs $24 per month and its for an unlimited number of users. Fair priced to me. Overall, this the software our small business stuck with.

Pros

i love the versatility of this software and the ability to use my mobile phone.

Cons

none thus far

Advice to Others

take a weekend to get use to using it

Source: Capterra
 

Karan from Arizona State University

April 2017

April 2017

Easy-to-use cloud accounting software for businesses.

Ease-of-use

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Customer Support

Value for Money

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It is a powerful reporting software that tracks inventory real-time. Can make powerful reports like Balance Sheet, P&L account, and Cash flows.

Source: Capterra
 

Eve from Frank and Seder

February 2017

February 2017

The program takes some time to understand but a good software

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A program that easily tells money flow in the enterprise keeps accounting data very beautiful. Also, connecting credit cards was also very helpful. Diagramming is also very useful.

Source: Capterra
 

Albert from Engerek

February 2017

February 2017

Functional and efficient/

Ease-of-use

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I think it's a necessary program. Because everyone wants to take a close look at the financial situation of the company. And the program works right here. It shows almost everything with all the details. A very successful program.

Source: Capterra
 

Ilkin from Port

February 2017

February 2017

everything is okay

Ease-of-use

Functionality

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Everything is okay, but the design and usage system is bit complicated, and sometimes i can't find some tools which might be suitable for me.

Source: Capterra
 

Jacob from AzerSun

February 2017

February 2017

one problem

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I used it about 7 months ago, but now I cannot even start it. I am so disappointed about losing that kinda system. i will try again, if I will not get any result, i will contact you(

Source: Capterra
 

Tayfur from secondary school

February 2017

February 2017

customer service is brilliant

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Why I will gave 5 stars to that perfect program? Because it has a so poor customer care. Everything else is awesome, i think they have to do something about that

Source: Capterra
 

Balabey from Private

February 2017

February 2017

works properly but poor customer support!

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It is not only for business owners also individuals can use it for track their money or manage it. There are several things you can do. But customer service is bad, i dont like. Anyway i am happy to review to Zohobooks)

Source: Capterra
 

Mahbuba from Paster

February 2017

February 2017

Best budgeting app ever

Ease-of-use

Functionality

Product Quality

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All workers are using Zohobooks in our company and I did not feel any unconformability about it. In my view, it really helps you.

Source: Capterra
 

Gaddy from Handlkerch

February 2017

February 2017

Easy guess

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Invoicing is very easy to do just click on the invoice button. The forecasting visuals are also very good

Source: Capterra
 

David L. from Ser-transit

February 2017

February 2017

Sometimes it is hard to find

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I use Zoho book a few times. Though I could generally navigate the software easily, it was hard to find what I was looking for.

Source: Capterra
 

Kevin from NKL sys

February 2017

February 2017

I love Zoho

Ease-of-use

Functionality

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Value for Money

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I love the organisation of Zoho Invoice; Every feature has its own little dashboard (see projects and contacts below) and things are generally easy to find. Tabs on the left side of the screen are marked Dashboard, Contacts, Items, Banking, Sales, Purchases, Accountant, Timesheet, and Reports.

Source: Capterra
 

Mike from Owner

February 2017

February 2017

Very easy to use

Ease-of-use

Functionality

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Customer Support

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I am a small business owner. I have no idea of accountancy but I use this program very easily. Very easy to use

Source: Capterra
 

Ralph from Warehouse manager

February 2017

February 2017

Inventory stock level tracking

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
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Functionality
Functionality
Product Quality
Quality
Support

The Professional Plan offers inventory stock level tracking. You can set reorder levels and alerts for when stock reaches a certain minimum value.

Source: Capterra
 

Kyle from Pott team

February 2017

February 2017

I couldn't set-up the bridge with my banks

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I couldn't set-up the bridge with my banks, After a few calls, tickets and emails, I was told that my bank wasn't supported and was given no timeline when this would be made available.

Source: Capterra
 

Mikala from Mayka

February 2017

February 2017

Lack of audit

Ease-of-use

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Product Quality

Customer Support

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This software actually has a lot of accounting stuff but, as you say, lacks some stuff that helps to check profits of products or services, and also a lack of user control (permissions),.

Source: Capterra
 

Tyrell from Gold Matket

February 2017

February 2017

User review

Ease-of-use

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I have a small business. I have been using the Zoho books program for a while. It's easy to use and I save time

Source: Capterra
 

Morales from Future in home

February 2017

February 2017

Then to step

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We wanted an easy way to send invoices and collect payments, Zoho books has taken that to the next level.

Source: Capterra
 
 
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