Zoho Books software


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.

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

254 Reviews of Zoho Books

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  • Maria from Grant Thornton LLP

    Number of employees: 11-50 employees

    August 2018

    A good Option for Small businesses.

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

    This is quite a good option for keeping records. This software has excellent support to its users and gets updates on a regular basis that is they continue to add new features. In order to keep a view on the progress you can view automatically generated reports in a graphical representation which is very easy to understand. They will also give you payment reminders of invoices so that you won’t miss any post-dated activity.

    Cons

    I don’t even get the point that even I can modify the invoices in this software or not, if not then zoho should add this option and if yes than they should make it easy to understand by any user. They should also add the option of copy to store company’s data in the system because this option is not available we have to keep paper records instead. They should make it a cloud based software because when you change the system you should face the difficulty of transferring data.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

    Quality accounting software at an unbelievable price

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall, Zoho Books works perfectly for my digital marketing company. Online payments, invoicing, credits, client portals, many integrations, and much more. The few issues I have with the software are quickly forgotten about when you consider the low price tag.

    Pros

    - The price simply cannot be beaten. There are a lot of features for the monthly price.
    - Bank syncing works well and there have never been any problems with linking any of the bank on my account.
    - Invoice and email customization is sufficient enough to differentiate itself from competitors.
    - Client portals allow clients to log in and see their billing history.
    - Zoho books can integrate with many other platforms via their API and through Zapier.

    Cons

    - The interface is a little hard to follow sometimes. There is too much white with tiny little lines across the screen. Looks "out of focus" a lot of the time.
    - Recurring expenses are not handled well, in my opinion. There isn't an easy way to see expenses that were auto-created for easy removal.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    August 2018

    Simple to learn, improved accounting

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    - Improved accounting operations - Enhanced financial reporting - Customizable templates

    Pros

    I found that Zoho books was simple to learn and start using, users do not require prior accounting skills. The templates are simple and straight forward, it is fast and supports multi users and currencies. The feature to create a portal for clients and suppliers is an additional bonus

    Cons

    We were unable to interface it with our previous accounting system in order to export data. So we had to input the historical data manually. Other than that it has worked great for us

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kavita from LIC

    Number of employees: 10,000+ employees

    August 2018

    Zoho app with amazing features

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

    It provides variety of useful features:
    Invoicing facility, Easy to use interface,banking information fetching capability etc.

    Cons

    Lesser offline mode facilities.Sometimes skip notifications for GST.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    August 2018

    Great starter accounting software

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

    Very easy to connect to your bank accounts, credit cards, etc. Had this up and running in a matter of a few hours with no prior experience.

    Cons

    Lots to learn in the application and requires some instruction to get your money's worth. Wish I had spent more time learning how deep the tool goes.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gloria from FCA

    Specialty: Engineering

    Number of employees: 501-1,000 employees

    July 2018

    Quite impressive tool

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Zoho is one of its kind in adding books and features for the readers. The teachers can navigate to their students for the things they want to teach.

    Cons

    More customization required as subjects vary a lot and also navigation sometimes becomes difficult with more tabs.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Rajesh from Blue Ridge IT

    Specialty: Software / Technology

    Number of employees: 2-10 employees

    July 2018

    Consultant

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

    Ease of setting up and no learning curve to start this application.
    All basic processes are in place and very easy to enable and disable features.
    Very much lucrative for simple business needs and it reduce operational cost of accounting and invoicing process

    Cons

    To integration and customize Zoho Books app is very challenging and not so simple task to achieve.
    Integration can be the biggest hindrance to take Zoho to next level.

    This review was submitted organically. No incentive was offered
    Review Source
  • Pradipta from Altis Infonet Private Limited

    July 2018

    Awesome usability,Very easy to use.Bank statement fetching facility.Exceptional mobile app.

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

    Unique Customer portal.Nice Mobile apps. Recurring Invoice.Quotation making.Bank statement fetching.

    Cons

    No offline data entry option available.SMS integration is not easy.Whatsapp,messenger and telegram integration needed for sending quotation and invoice.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ernic Jose from SIDOR

    July 2018

    the best in accounting software very easy to use

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

    thanks to zoho books I can easily manage my money flowing in and out of my work and the most important thing that allows me to keep track of my well-organized bills.

    Cons

    I really do not have any problem with zoho books thanks to this software I can keep a reliable and safe accounting

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • SUJIT from Authlinq Labs Private Limited

    Number of employees: 2-10 employees

    July 2018

    Its very easy to use and I did almost all the GST returns with my own. I am not an accountant.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Major benefit is I saved a money of GST filing.

    Pros

    Upload data to GST portal in one click. Then data export in JSON format. GST Calculations and Report are very easy to create.

    Cons

    no notification for every GST return. Need more work on different types of notifications. Also SMS notification is not available there.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • jose from Vepica C.A

    July 2018

    exceptional double entry accounting system that automatically creates a journal

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

    I am not very good in the accounting register but the ease of the system allows me, the generation of reports is so simple that it does not require much experience

    Cons

    The only complaint that a bit complicated to make the saving of the invoices to be used in the future or at the end of the month

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Marcos from Automotive

    Specialty: Engineering

    Number of employees: 11-50 employees

    July 2018

    Excellent user interface

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Its a nice software with excellent user interface and pricing. This has a great usability, flexibility and other advantages.

    Cons

    This needs more customization and also more report generating options are required to get better usage of the data.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Raziya from JTC

    July 2018

    Smooth for medium scale business

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

    You can integrate it with online shopping sites. It is also a cloud storage based software and it regularly backups the data

    Cons

    Only an administrator can make changes to invoices which is pretty inconvenient for large scale businesses

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sheri from Allied Staffing, LLC

    Specialty: Other

    Number of employees: 11-50 employees

    July 2018

    Easy to Use!!

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

    I like how easy it is to work with Books, and sending out invoices is so simple - I can even do it on my phone, if necessary. Designing the invoice to look like we wanted was quick, and we can use different templates for different clients - which means we don't have to make one invoice work for several different scenarios.

    Cons

    Sometimes getting the different Zoho modules to work with each other seamlessly can be a challenge for me.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Kelly from Extension, Inc

    Specialty: Marketing Services

    Number of employees: 1 employee

    July 2018

    LOVE Zoho products

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

    I tried Quickbooks and several other software types to help with invoicing and AR/AP. Nothing was as easy at Zoho. Their customer service is amazing and the price point is perfect for me and my needs!

    Cons

    Nothing that I can think of, honestly. I have experienced no issues, the interface is incredibly intuitive.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • John from Eutopian Trader, LLC.

    July 2018

    Zoho Books is perfect for any size business, especially smaller businesses!

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

    One of the best things about Zoho Books is that it is Scalable for any size business, and being that it runs in the Cloud, you don't need to worry about in house servers to run the app or any backup services. Zoho handles all of that for you!

    Cons

    The downside is that it's price for the premium plan costs almost the same as upgrading to their Zoho One OS for Business which give you access to this and 40 other apps they offer, many of which you may not need.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Zoho Books is Superb

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

    If you use Zoho CRM, Inventory, etc then Zoho Books is a no brainer. We've been using it in conjunction with Zoho CRM and Zoho Inventory and it makes processing customer invoices off of sales order instantaneous. Additionally, the reports within Zoho Books are great at providing both fast and indepth data.

    Cons

    It's a little feature lite when compared to something like Quickbooks. However, as long as you know your requirements and Zoho Books will work, then it's by far the best.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    July 2018

    Zoho Books is competitively priced on the cloud accounting application.

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

    1. Easy to use with simple navigation, that the one feature all Zoho products have.
    2. It provide integration with many payment gateways.
    3. It provide mobile interface for the product which provide ease of accessibility.
    4. Its completely integrated with other Zoho application like Zoho people

    Cons

    1. One of the biggest drawback is lack of Payroll application
    2. Not suitable for Big Companies which required proper linkage between accounting and payroll.
    3. Limited customization in reporting

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sreekumar from BUYBAA SOLUTIONS AND ECOMMERCE LLP

    Number of employees: 2-10 employees

    July 2018

    Enables to manage the books and GST compliance with ease without buying any software or server

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

    1. When I started using Zoho Books, I was a beginner in accounting. However Zoho App made me a basic accountant in a matter of a few hours.
    2. It is unbelievably simple to setup and use. Learning and self service support sources are plenty
    3. As a startup enthusiast, I recommend Zoho Books to any startup or small business
    4. Just get in and no more worries on the GST compliance portion in India
    5. Invoice customization is a beautiful feature
    6. Integration capabilities are superb.
    7. Payment gateway is a big plus

    All together I am finding Zoho Books as the best one available at an affordable pricing

    Cons

    Invoice signing is currently done with an upload of signature image. If provision is there to sign using a digital signature, that would be great

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Alexander from AARON'S ELITE POOL SERVICE

    Number of employees: 11-50 employees

    June 2018

    Decent cloud based Bookkeeping software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Easy cloud-based bookkeeping software that integrates well with other Zoho Apps

    Pros

    This is a great cloud-based Booking software that integrates well with other Zoho apps, such as CRM. This allows our business to seamlessly transition between the two programs. You can sync information instantly, which helps when you're in the service industry. You can customize up until a certain point which is nice. They also allow bank account synchronization, as well as the creation of custom templates.

    Cons

    Sometimes the navigation can get confusing, and the Reports aspect should be more customizable. We have also found difficulty in matching purchase orders with the corresponding bank account records, s well as making then auto match and appear correctly for accounting reports.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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