




Invoice 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 10About Zoho Books
Zoho Books is a cloud-based accounting solution suitable for small to midsized 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...
Invoice 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 10Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.5
Customer support
4.0
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
October 2019
Deepak from Affable Web Solutions Company
Company Size: 2-10 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2019
Great Collaboration
Great experience although after 2 years we are still learning, it is good for indian accounting system
Pros
The statement download from bank and reconciliation option is great GST filing options are great Dashboard is very well designed Android application is very useful
Cons
I would have prefered if it has quotation sending options also Process sometimes seems too long for creating manual vouchers
Reasons for Switching to Zoho Books
Online Cloud base GST enabled software, and ready for integrations
October 2020
Eric from Young Law Office
Company Size: 2-10 employees
Industry: Law Practice
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
October 2020
Great Product For Those Who Know Accounting
My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.
Pros
I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.
Cons
I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.
Reasons for Choosing Zoho Books
I was already familiar with Zoho through the use of Zoho Writer and Zoho Invoice. It was easier to simply switch to Zoho Books, which had a familiar and pleasing user interface. Also, Zoho Books was a better buy for the money.
Reasons for Switching to Zoho Books
Zoho Invoice was excellent at invoicing and tracking client expenses. However, I wanted a product that did more than those two things.
February 2021
Michael from MKM Thunderbird Trading CC
Company Size: 2-10 employees
Industry: Information Technology and Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
February 2021
Zoho Books
Zoho is very user friendly and once you have used any other accounting software it's easy to get up and running with Zoho Books.
Pros
Ease of use, it has all the features I was looking for in an accounting application. The security is another factor I like Zoho Books.
Cons
I wish there could be a way to get transactions directly firm wave accounting app.
Reasons for Switching to Zoho Books
Wave is being discontinued for user outside the USA..
December 2018
Cassi from WellSource Nutraceuticals
Company Size: 2-10 employees
Industry: Health, Wellness and Fitness
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
2.0
Functionality
2.0
December 2018
It's easy to use but that's as far as it goes
The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again. If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.
Pros
It's easy to use if you're doing simple bookkeeping
Cons
This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution. If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks. I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.
November 2020
Bob from Ocean Beaches Glassblowing
Company Size: 2-10 employees
Industry: Retail
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
November 2020
great option for accounting software
There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.
Pros
It does everything that I need it to do, and for far less than it's competition.
Cons
There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.
Reasons for Choosing Zoho Books
Functionality and cost. I used Quickbooks-Desktop for years, but the online software that's been developed more recently has too many advantages to keep using it. I also used Xero for a few years, and liked a lot of features - but it seemed geared for a different kind of business and lacked a few things I needed. Then I tried Quickbooks Online - it was barely within my budget, but I liked the features - but then they increased the price (significantly) after only one year of using it. But Zoho has really fit the bill - all the functionality I need, and at a price that's just a fraction of QBO's.
Reasons for Switching to Zoho Books
Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features - though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I'd expect it to.