Zoho Books is a cloud-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 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 updates the quantity and value of the items sold and purchased. It sends the notification to purchase items when stock levels fall below a defined value. The solution has the analytical capabilities to provide reports of receivables, payables, cash flow, income and expenses via its dashboard. Support is provided via knowledge base and phone.



298 Reviews of Zoho Books

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 298 reviews

December 2018

Megan from Elise Daniels Elite Copy

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Zoho Books: A Robust Bang for Your Buck

I started using Zoho Books because I needed to upgrade from their invoicing service.

Pros

This SaaS is great for small business owners. There's a free option if you're just starting up and are really on a tight budget. Software Support is available via online chat, as well. You can even switch to an upgrade from their invoicing service to the more robust version in the Zoho Books with just one click.

Cons

Learning any accounting related software can be a little overwhelming. Zoho Books is no exception and it can be a little confusing to figure out where to start. There's both a menu and a list of links when you log in. A guided tutorial display would have been exceptionally helpful. If it was there - I missed it.

December 2018

Chandrakanthi from Apparel

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Excellent software for accounting and management.

Accounting and assets are well managed. Admin panel gives very good flexibility. Taking logs of audit became easier.

Pros

1. Very flexible UI and Clean Interfaces
2. Multiple currencies are automatically converted and rated. Very useful for MNC's like us.
3. Admin panel is very good
Everything under one hood.

Cons

Everything worked well for me. I have a suggestion about Mobile app. It could be made more robust.

December 2018

Aravind from OpenPixel Web Solutions Private Limited

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

4 of 5

Functionality

2 of 5

December 2018

Not for multi currency

Not much usefull for the compaies who use multi currency module from different customers all over the world. Even it is a startup.

Pros

fast server, product from a Market leader

Cons

No option for linking multi currencies, failed the sync from different banks

December 2018

Veronica from Amrop Top Management

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

WINNING SOLUTION

Pros

It seems to me that it is the best online, flexible, simple, adaptable accounting and billing solution

Cons

Fully meets my expectations, ideal for all types of businesses

December 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Great for start-up small business

I used this when I started my business and it worked great, As my business grew and I hired people I needed payroll services and graduated away from the platform.

Pros

Zoho books offers close to the same features as Quickbooks at a fraction of the cost

Cons

Unfortunately Zoho books does not offer a payroll function

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Zoho accounting software great for online businesses

Pros

Zoho books is a great accounting solution whichever way you look at it. It is cloud based and can be accessed from your mobile phone, laptop or desktop. It can be integrated with your online store like shopify or woo commerce amongst other functionalities. It is also relatively well priced given its functionality.

Cons

The fact that Zoho fees escalate significantly from the second year is a setback

November 2018

Hannah from Education management

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

4 of 5

Functionality

4 of 5

November 2018

Lots of good features, just not very intuitive

I have been able to more easily keep track of the books for my friends' non-profit organization, and it makes entering transactions easier.

Pros

I like that I can easily create my own categories for accounts. I also like that I can link multiple bank accounts as well as our PayPal account. I appreciate the instant synchronization between accounts when I refresh, so that I don't always have to manually enter each transaction, and just have to go back and edit occasionally.

Cons

It is a lot of information at the beginning, if you are not an experienced book keeper. Doing this as a volunteer for a non-profit, it took me awhile to get the hang of using the various features, and was a little confusing as to where to begin. I chatted with several different people who helped me through the learning process, and they were all helpful but I wish it was a little more straightforward.

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Functionality

4 of 5

November 2018

Great for bookeeping

It has very many options for bookkeeping thus making it a one stop shop for all accounting needs.

Pros

The layout is quite easy to understand and use. It sure makes transitioning easy. It has an option for customizing too.

Cons

It gets slow sometimes but when it is fast it is efficient.

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2018

Great for Consulting Work - SIngle Employee

It's been great, actually and I would do anything not to EVER work with QuickBooks (or their customer service) again.

Pros

The cost is great and, for the features, it's really all I needed to do invoicing, keep track of expenses, and also access a quick Dashboard feature that gives me an idea about monetary performance.

Cons

I ran out of "vendors" with the simple version. I'm not sure why this is a limitation, but I simply streamlined how I was using the Vendor feature and used the Notes field for the actual vendor name. I didn't think the additional money was worth adding vendor names.

November 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

great product

Pros

What I liked most is the functionality thats available.

Cons

It wasn't as easy to use as i would like, but the customer support is good

November 2018

Atul from iNautix Technologies

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

Zoho books review

Pros

Zoho is a web-based online office suite containing word processing, spreadsheets, presentations ,databases , web conferencing, and much more its a complete package overall

Cons

Everything is good about zoho books but the customer support is annoying sometime s

November 2018

Ahmed from Puresystem

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

November 2018

simple for small and medium companies

if you have your own private business for a selling company and want software make everything as simple as possible , than zoho is one of the best software in the market.

Pros

as i have my own private business , i was looking for software that make accounting as simple as possible , with a very simple interface you can insert and retrieve any data you want, without make things complicated .

Cons

the mobile app not effective and need some enhancement for the data and graphs you get.

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

A little learning curve, but very user friendly!

Pros

I'll preface by saying I came from the ancient times of Excel bookkeeping to Zoho. The Books app making invoicing, reconciling, collections, and all of the A/R tasks a breeze. Initially I had to do some exploring, get templates set up for all of our items, and test out the features I needed to use. Whenever I found an issue I couldn't resolve, our account rep was easy to contact and ever helpful. The ease of invoicing is my most favorite. I can create a single invoice or make it recurring. The invoice cloning feature is great so I don't have to input the same info over & over.

Cons

The one fatal flaw of Books, for me, was that importing my contacts from an Excel spreadsheet was a nightmare. My files were set up in a pretty standard format - name, company, title, etc., but Books just didn't translate to something so simple. I was incredibly disappointed in this as I can easily import to other software in no time. Importing took me hours and I still had to go in & make corrections. If not for that, I'd say this software is A++!

November 2018

zubair khan from comsats university

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Very help full software in the modern era.

I love this application and very helpful to me.

Pros

This application is very helpful for everyone when I travel to someone city I can read the book from Zoho books and have no need to buy a book.

Cons

This is application is helpful but the Islamic book are limited but the other informational and history book is in thousands.

November 2018

Bhushan from Enzigma

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Zoho time-sheet a value for money application

Pros

1] I have used Zoho time-sheet which is really value for money timesheet Application.
2] Easy to use UI. I love their report facility which allows me to categorize my Timesheet from a different angle.

Cons

1] You could have a feature which allows a user to fill a Task which is the same for multiple days.
2] After cloning a task it is inserted but not seen on current UI.

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Good Software for SMEs

Its been a great experience using Zoho. The ease of getting reports at a click of a button

Pros

Easy to use so use software even for non finance professional. They have video tutorials to guide you in everything

Cons

In still in progress so some functions do not work well unless you raise a query

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Better Than The “Industry-Standard”

Pros

Having used the industry standard, or at least one of them, this software has all of the same options and as part of the one package, it is a no-brainer! I even have a separate personal account for my own use that keeps track of my bills.

Cons

I have absolutely nothing bad to say about Zoho Books! It does everything the “big boys” do and possibly even more!

October 2018

Prateek from Rhydburg Pharmaceuticals Limited

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

2 of 5

October 2018

Review zoho books

Pros

easy to use, integrated with other zoho apps

Cons

customer and vendor credit limits missing

October 2018

Kristi from SunQuest Cruises

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Great Product

Pros

It was very easy to use and fast-hardly any flaws that i could see

Cons

Nothing much really, in general, it performs the way it is supposed to

October 2018

Jezrael Renz from Pru Life UK

Company Size: 5,001-10,000 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

ZohoBooks makes it easy for you

ZohoBooks is one of the best Accounting software. It makes business transactions easy and quick. It has an easy commands which makes it super convenient to use.

Pros

ZohoBooks app is easy to use. It makes easy for you to manage finances. Fast process when it comes to sending out invoices and online payments.

Cons

ZohoBooks app is only good for small and medium type of enterprise. Not recommendable for large type of business.