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

137 Reviews of Zoho Books

 

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Software Advice Reviews (9)
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Showing 1-9 of 9

Ronald from Jalasoft
Specialty: Engineering
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2017

November 2017

It doesn't have cohesive integration between its modules

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Zoho books solution allows managing all of the customers and vendor contact information and templates can be customized according user preferences.

Cons

If you require anything more than the most basic accounting then Zoho's ridiculously restrictive rules require you to do a workaround for the most basic transactions.

Review Source
 
 

Brooke from Avantgarde Partners
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Not Quickbooks, but if you use Zoho, it works.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Zoho support is generally really helpful and has mostly been able to help me figure things out, although there are still some limitations.

Pros

It integrates with many Zoho products to make seamless connections through business processes, and generally does the job of bookkeeping.

Cons

There are some limitations in customization you don't see in other options like Quickbooks, and a lot of times the workarounds are complicated and unintuitive. There are limited reporting options which force you to purchase another Zoho product to perform meaningful reports.

Review Source
 
 

Ankush from Colruyt
Specialty: Software / Technology
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2017

October 2017

My view on Zoho Books

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Today in the fast moving world we try to find and use something that more plug & play, Zoho is one of them. Zoho Books is a cloud based application very much suitable for growing organizations.
This has quite some great features and has a good approach on User Interface and User Experience. The user experience is pretty competent with software’s of its category and above. They give a good user experience as the language used is pretty simple and standard.

Note: No software is complete as the necessities are different, for one what looks as an advantage need not be for other. Suggest to do a good requirement analysis before selecting any tool

Pros

• Easy Navigation
• Cloud based… so access from any corner of the world !!
• Scalable
• Secured
• Free to try and use with limited features
• Only pay for the features you need
• Great user interface on pc
• Includes features inventory management, Payroll processing, Sales and Purchase booking etc.
• E-Commerce integration
• Reasonable price

Cons

• Recurring & Features fee could look expensive
• Manual sync with banks
• No so good mobile app
• Presentation of data needs improvement

Review Source
 
 

James from Technology intelligence Agency
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Zoho Just Gets It!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The mobile app is spectacular. I rarely have to use the desktop browser version of Zoho Books. I love the freedom of being mobile without sacrificing functionality.

Pros

I am pretty sure I've tried all the top accounting platforms. My search was over when I found Zoho. Their software is incredibly simple to navigate. I really enjoy how quickly and easily I can create new items, estimates and invoices. On multiple occasions I have quite literally created an estimate while meeting with a client and received payment later that day.

Review Source
 
 

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.

Review Source
 
 

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 128

Jose Efrain from ACEI Servicios Contables y Tributarios
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

a good 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
Pros

It has a lot of customization and is similar to carrying books in physical, I remember my years of study, has a simple idea and has a lot of customization, the truth is quite good level of customization, and its cost is less than what is in the market.

Cons

I lead a team of employees and the plans do not allow me to cover what I need, to give the user all I need to buy the most expensive of the plans that have many things that I do not need, I want the basics with more employees

Review Source: GetApp
 

Bharath from Lagoori Innovation Labs

November 2017

November 2017

The best accounting software ever!

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

Account reconciliation functionalities and seamless integration and automation workflows. Very easy and handy to use with 100% intuitive interface

Cons

Report format not supported with tally and other company filing documents. terms are bit confusing but help covers all appreciate it!

Review Source: Capterra
 

Daniele from Glamping Hub
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Put a stop on the lame, manual, boring accounting.

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

A lot of options to detect patterns in the descriptions of transactions and to create precise transaction rules, possibility to insert custom fields, full integration with PayPal and other gateways.

Cons

For my experience, as an employee in a Spanish firm, the best improvement would be the adaptation of the financial statements to the Spanish standards.

Review Source: GetApp
 

Gaurav from Open Access Technology India
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2017

October 2017

I use zoho books to generate invoices and track expenses. And after using it my life had became 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

Overall it is good for small budget and can be used in firms with less capital to invest. It has made my work alot easier and now I complete my work on time.

Pros

It is very customizable and can be synced with Zoho CRM. It is very convient to see payments made by customers and it is very easy to create invoices according to that in Zoho books itself. They also have mobile application for working while laptop is not accessible. It is cloud based so data is safe and secure.

Cons

Initially the charges are low compared to other products present but from next year they increase their fees and also it has less features in comparison to some other products like quickbook.

Review Source: Capterra
 

Shikhil from Czar Securities

October 2017

October 2017

Value for money!

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

Very feature rich, regular updates based on tax system and makes your life easy. I started using Zoho invoice and upgraded to Zoho books, the tool completely takes care of your all accounting needs.

Cons

- Sometimes a bit confusing to use
- User management could be better

Not many cons, Zoho tools do come with a bit traditional UI but that is fine as they get the work done.

Review Source: Capterra
 

Matt from Fyresite

October 2017

October 2017

If you have Zoho CRM This product is a must

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

This product Hooks up easily to Zoho CRM. The product works almost fluidly with the CRM. it makes it easy to see each client payment and how much we have received each month. The information the books hold really helps for some financial reports. The Reports do make my life easier kindof. Books make it easy to bill clients and it keeps all the information in one place.

Cons

The Reports as mention in my pros are missing some really good information that is already there in the system. They want me to pay for Zoho reports, but to my understanding Zoho reports, I would still need to go in and set it up. In our business every month we have to pay out our salespeople. fist I'm not able to split commissions easily or add multiple salespeople to an invoice. second, if I look up sales by salesperson by month it gives me all invoices created in the month, not all invoice paid. We sell expensive web projects and could take months to close. so it is unhelpful for me to see monthly sales report because it is not correct. they also have a "payments received" a report that comes in Zoho books. This report gives me monthly sales but does not add the sales person to the report. So I build a report that takes 30 min to an hour top. I have asked them to fix this and they told me to get Zoho reports

Review Source: Capterra
 

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

Review 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.

Review 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

Review 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.

Review 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

Review 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.

Review 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.

Review 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

Review 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)

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review Source: Capterra
 
 
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