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

125 Reviews of Zoho Books

 

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Software Advice Reviews (5)
More Reviews (120)

Showing 1-5 of 5

Sanjay from C.P Fabrics
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Zoho Books: Accounting software for Sma and Medium Enterprise

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall good software for small and medi enterprise with good features.

Pros

Zoho books is cloud based accounting software with many impressive features. Below are the pros of ZOHO Books

1. Zoho comes with many inbuilt accounting software features like inventory management, Payroll processing, Sales and Purchase booking etc.
2. Can be integrated with your online shoping websites like shopify, woocommerce and many more.
3. Automatc recurring expense booking like depreciation, monthly rent etc.
4. Zoho has rebust cloud technology and provides 99.99% downtime, also provides top security for your data protection.
5. In cloud based software there is negligible risk of data loss as service provider regularly takes backup of data.
6. Cloud based software are are far better than DOS based or windows based softwares.
7. Zoho books is available with reasonable price compared to other cloud based software.

Cons

1.As compared to Quickbooks online many features are missing.
2.Disadvantage of cloud based software is it becomes difficult to shift to windows based software as data can not be transferred easily.
3. Zoho attracts consumer by quoting very less fees for 1st year but from next years there is steep increase in charges.

 
 

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

July 2017

July 2017

Zoho Books Beats Quickbooks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We like Zoho Books better than Quickbooks. Easier to use, integrates with other Zoho products easily. Great value!

Cons

We had a little snag in our set up but it was resolved very quickly by the support team. Meets all of our needs

 
 

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

 
 
 
Showing 1-20 of 120

Raj from 24Tons Inc.

September 2017

September 2017

Very versatile web based book keeping system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We use all different modules for booking keeping, including estimates, quotes, pro-forma invoices, purchase order, bank reconciliation, and year end reporting.

Pros

API integration is very powerful as we build our own tools to read and write info. in invoices and POs

Advice to Others

Hire us for API integrations with Zohobooks

Source: GetApp
 

Stephanie from Community Hired
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

So far, so good! Definitely a great value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love that Zoho Books is the expanded version of Zoho Invoice. Its easy to use, effortless, and I feel it's appropriate for smaller businesses who don't need the bells and whistles, yet.

Cons

The cost is pretty outstanding if you go with a Zoho One subscription. They want per seat but every person on your team needs a seat, even if they don't use the application afforded in their seat.

Source: Capterra
 

Mark from Access assist

September 2017

September 2017

Software is intuitive and easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Perfect for small to medium business es - great software and I have been in development and sales of accounting software for over 20 years. Can't really fault that the software for the price .

Cons

Lacks some smart short cuts of more higher end software but that will probably come as it matures. Reports need some improvement but ok - some tighter integration would help

Source: Capterra
 

Javier from PlumChoice
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2017

August 2017

Zoho books make it work

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Zoho Books is very simple and gets the job done. The price is my favorite part. it also has great integration with the other apps which makes it awesome.

Source: GetApp
 

Mike

August 2017

August 2017

Better than QB Online

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Optically easier and UI flows better than QB
Great time tracking and project management for small businesses. Can log time on phone.
Price for fully integrated time tracking/projects on phone and full accounting is 50% less than QB.
Can import via CSV for most transactions. Try that in QB!

Cons

Need split distribution capability for transactions
Many accounts that are not needed cannot be deleted or inactivated

Source: GetApp
 

Ashish from Cogminds Entertainment India Private Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Absolutely a delight to use Zoho

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very easy to manage accounts of our business.

Pros

It's super easy to use this software. All the functionalities are more or less self explanatory. Customer support is excellent as they respond back to queries/chat almost immediately.

Source: Capterra
 

Lance from CopyCat Media, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

For the most part, ZohoBooks has potential to do well. Only if their management listed to customers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Recurring billing is included, and that is the only thing keeping our company with Zoho Books. We have more frustrations than benefits right now.

Pros

-Recurring Billing is included with the software
- Unlimited users for one price
- Partial integration with Zoho CRM
- Client Portal
- Customizable e-mail templates to customers
- Customize invoices, estimates, and sales orders design
- Square integration

Cons

- Lack Budgeting feature and they are ignoring the many requests for it for the past three years.
- Forced to use Alvera Tax.
- No true integration with ZohoCRM, If you want to create a sales order in ZohoCRM, you're going to have to create one in ZohoBooks
- Lack of integration to other services for Business Intelligence software
- Lack of listening to customers feature requests. They seem to build what they feel we need
- Unable to Journal entry from the bank account, which doesn't allow you to easily process payroll unless you use their payroll service which lacks a lot of features.
- Good reports, their reports are horrible and you can not customize the to work the way that you want or need.

Source: Capterra
 


June 2017

June 2017

just the beginning

Functionality

Product Quality

Value for Money

Functionality
Functionality
Product Quality
Quality
Value for Money
Value

i jave just started using books and i am already completely convinced i needed to upgrade to set up banking expecting positive results. the same results that i get using the other apps

Pros

very nice options with miminim setup time

Cons

some apps are not mobile friendly

Advice to Others

try it i belive you can custom design to fit any business

Source: GetApp
 

Sarah from Helping Hands Virtual Assistants
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

95% Xero at 20% of the cost

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great functionality at a fantastic price.

Pros

The software is easy to use, stacks up well against Xero (the leading accounting package in use in Australia) for functionality, especially at a small-medium business level and at only 20% of the cost.

Cons

I'd like it to interface much more easily with external reporting packages, but that's endemic across the whole Zoho range (as they have their own reporting module)

Source: Capterra
 

Karan from Arizona State University

June 2017

June 2017

A very easy to use accounting software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Zoho has automated invoicing. It also links your bank account which makes accounting an easy task. Recommend this software.

Source: Capterra
 

pe from Agilast

May 2017

May 2017

Using Zoho has been difficult at best. At its worst it is impossible.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Its inexpensive

Pros

Its cheap, but the functionality is not complete and it is cumbersome to use. It is accessible from anywhere, but you need to use multiple products to do anything Zoho makes it very difficult.

Cons

There is not Quickbooks compatibility and the CRM system and Books do are not integrated in any meaningful way.

Source: Capterra
 

Nelleke from Harper-Douglas Max LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

I thought it was going to be hard, as I use 2 different currencies, but it was easy.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am actually up to date with my bookkeeping and not running a year behind as I as in other years.

Pros

I am not a great bookkeeper but after a few days of learning it turned out much easier then any other program I tried. As I work with different currencies and clients in all parts of he world, it just worked out great. I connect to the CRM ans Zoho subscriptions and it all integrated beautifully. Besides the helpdesk is absolutely fantastic.

Source: Capterra
 

Ralph from Ralph"s Organic Yard Care
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great Program, easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Ease of use.

Pros

I was a long time Quickbooks user for over 20 years and had been looking for something cleaner and easier to use. Zoho fit the bill Set up was straight forward and easy. It was also very easy to set up my invoices and accountants. I also love that they give me a heads up for my billing date before they charge my card.

Source: Capterra
 

Darren from Less Paper Co.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Exactly what I was looking for.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It's had everything we need and more. We always refer other businesses who ask us to Zoho Books.

Pros

Zoho Books was one of the online bookkeeping systems that was most affordable and had all of the features I need. I love that our bank account(s) are linked with Zoho and sync automatically to ensure our books are almost always up to date.

Source: Capterra
 

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

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
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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
Product Quality
Quality
Value for Money
Value
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
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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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

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 
 
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