Great! Not been using it long but it is a vast improvement on functionality and reporting compared to old software.

Love the customer portal! Our clients can use self service to manage their account with us and get all their invoice and payment records as well as access to documents like our T&Cs. The invoice generating is very quick and easy with lots of customisation and extra data collecting boxes. The app is reliable and easy to use with lots of functionality too. Retainer invoice function is great for us as we offer clients a promotion to top up their account in advance to receive discounts on future invoices so this works perfectly!

There is no auto connection to my particular bank yet so can't connect it all automatically as I did with my previous software however it allows for bulk uploads so you can still reconcile everything.

In general, Zoho Books is the finest accounting software for start-ups and small businesses. The following functionalities are included in this simple to use application: Assign Shortcuts, Create Quick Reports a UX that is easy to use, Software as a service (SaaS): It's simple to use and integrates well with the rest of the Zoho suite. Updates that arrive quickly and on a frequent basis.

As a whole, Zoho Books is an excellent tool for new businesses and organizations. It's an excellent choice. Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company's other products.

When a financial institution makes an update, Zoho Books takes a long time to make the change, making it difficult to keep track of all expenditures. Statement import instructions are out-of-date. Customer service is terrible; no one ever tells you when an issue will be fixed.

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.

It's easy to use if you're doing simple bookkeeping

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.

Zoho Books has made accounting reliable and efficient.

I like the way the software allows us to reconcile various transaction hence eliminating errors in reporting. Its ability to integrate it with inventory management makes it even better.

Their customer support is a bit slow in response but generally, I cant complain because they always offer help.

Overall, the experience with Zoho Books is generally positive. The software is well-designed, user-friendly, and provides a range of features to support accounting and financial management. The integrations with other Zoho apps and tools are a big plus for businesses that already use Zoho products. The mobile app is also a useful feature for businesses that need to access financial information on the go.

I liked the following features of Zoho BooksUser-friendly interface with quick access to important featuresIntegrations with Zoho apps and third-party toolsAutomated invoicing and payment trackingMulti-currency supportBudgeting and financial reportingMobile app availableAffordable pricing, including a free planStrong customer support.

Along with Pros, these are the limitations I faced:Limited inventory management featuresLack of advanced project management featuresBasic time tracking functionalitySome features can be confusing for new usersLimited integrations compared to other accounting softwareLimited customization options for invoices and other forms.

Since more than 4 years of using Zoho Books it's fantastic and positive experience

Zoho Books integrates with other Zoho applicationsZoho Books has an easy interface that makes it easy to navigate and use itStrong financial management capabilities

in Zoho Books can't customize more advanced financial reportsZoho Books is more costly compared to other accounting software specially when advanced features are needed

Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses. Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes this a valuable product for our business that saves time and money.

Zoho Books is an excellent option for your company's bookkeeping and accounting. Invoicing and billing is done in the dashboard, reporting on income, expenditure and payables are separated and even financial reconciliations can be actioned automatically. You can create Price Lists easily to share to your customers based on your products/services you are selling.Financial reports are done automatically so you don't have to do a manual recon every month.

There are limitations in terms of online payment gateways depending on your country of origin, but they do offer all major gateways.Invoice templates are basic but it does provide all the relevant information that you need.

We are running all of our books for our small business with Zoho Books. It is simple to sync bank accounts and credit card accounts, and quickly categorize expenses, and run reports. Pleased with results.

Very simple to categorize funds, connectivity with other tools in Zoho Suite.

Anytime a new vender is updated to an expense item, the screen needs to be reloaded and refreshed before that same vender can be selected for another item.

Excellent software - use it daily to keep my records up to date, invoice customers and process payments. Couldn't recommend it more highly.

Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.

Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.

NO Support

It is easy to setup and start using it. I loved it a lot but their support SUCKS

Their support sucks you go back in forth with someone that doesn't know about accounting.. So I am just going to find something else can consider all the work I have done in my account as a loss....

Great experience although after 2 years we are still learning, it is good for indian accounting system

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

I would have prefered if it has quotation sending options also Process sometimes seems too long for creating manual vouchers

I switched to Zoho Books from FreshBooks a little over a year ago when the cost of FreshBooks became unmanageable and free options, such as Wave, did not serve my purposes. I was also looking for a cloud invoicing/expense-tracking system that was less glitchy and easier to use. Zoho Books is all of that. As a sole proprietor, the price suits my budget perfectly. Clients have told me that paying me through Zoho is much easier than paying me through FreshBooks or Wave. At tax time, it's easy to send my Profit & Loss report to my accountant. I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.

Zoho Books is easy for me to use and much easier for my clients to use when paying me. They've given me positive feedback about their invoicing experiences. It's also affordable, which was a huge deciding factor when I switched from another cloud invoicing program.

I wish I could see when a client has "viewed" my invoice. Also, I didn't realize that listing vendors on my expenses, such as Amazon, would count as "Contacts" and use up some of my slots. I'm glad I know now and I'm rectifying it.

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.

It does everything that I need it to do, and for far less than it's competition.

There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

My overall experience with Zoho has been pleasant. I can easily create invoice even on the go with my phone. I can quickly generate reports to check performance of the company and individual employees and I can track business expenses. The best part is also that I can easily link the app to my bank to reconcile what is in the bank with what is on Zoho book.

The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made. I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee. There is also an option for customers to pay online which makes it really easy to make payments. In addition from the different modules you can customize fields to suit your needs at any point in time. Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.

When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant. When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios. Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.

I have been in the field of finance and accounting for quite a couple of time now and have tested many accounting softwares. I finally landed on Zoho Books and my experience with this software is amazingly outstanding in its results and ease of use.

It's very effective and efficient in its operations. Zoho Books perform splendid task as expected. The BRS statement is also an amazing feature I enjoy mostly on this software as it prints clearly all required details as expected.

For the fact that the little shortcomings are prevalent regarding the usage of this software, its benefits cannot be outweighed. The only problem i think is with this software is for the fact that you must be familiar with the accounting terms as a new user to be able to effectively use the function to the fullest benefits. A learning or help pop ups when added to the features will be of help especially to new users

Zoho Books improved our efficiency and helped improve our business processes.

This is your all-in-one accounting system to cover all your business needs.

Learning curve is a bit typical initially but once you get the hang of it, it'd turn out to be an awesome application for your company.

Simple software, can do the accounting with less accounting knowledge, its able access from any were in online.

ZOHO has many other apps implementation and its able to customize according to our requirement.

Reporting format of Balance sheet and Profit loss in excel need to improve.

Zoho Books is helping us automate many processes that we do every day on our business, many tasks and many payments that we receive throughout the week. It is a software that is extremely helpful when it comes to setting up a workflow that will benefit our work environment, and it provides useful solutions to manage payments, invoices, and all the financial data that comes with it, it has made everything easier because we don't have to worry about manually processing every payment or manually creating and sending an invoice, with Zoho Books, all these things become simple and we are able to keep a directory with all the crucial information for payments and invoices.

Zoho Books is an accounting software that provides the best experience when automating the accounting workflow. It has a great variety of tools that help enhance the process and I like how once the data has been imported, it only takes a few clicks to process payments and other billing options. Also, the option to manage all invoices is pretty beneficial, it allows me to keep track of all the payments that clients need to make and it provides a place where I can keep track of these invoices every month and know how much people owe our business; thanks to this feature, it also allows me to process payments differently, because I can have all the data in this single place and it makes it easier to integrate with many payment options so everything is done quicker, providing a nice experience for both ourselves as a business and for our clients. I like that Zoho Books is very user-friendly and it was not difficult to import all the data in order to start using it.

I think that the customer support is lacking a lot, it feels like they keep trying to be responsive but still, they do take a lot of time to get back to you once reached out. I don't like this part of the software because it does not feel like I can fully rely on them for help.

Zoho boos was a very good app but there are better accounting apps out there.

Zoho Books is a cloud-based accounting software it offers invoicing, expense tracking, inventory management, and financial reporting. software has an easy user-friendly interface. It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and streamlining accounting tasks.It also has flexibility and customizability of Zoho Books. The software offers a range of integrations with other apps and services, such as payment gateways, CRM software, and project management tools.

Customer supprt and tech support isnt really upto mark nd even learning the software is a little difficult and it taes time and steep learning curve to gets hands on experience.

I never used to know what was going on with my business financials. Now at a glance, I can see money coming and I have an overview of how the business is performing. Tax season is no longer a complete nightmare as everything we need is in Zoho Books.

Zoho Books is extremely easy to use. I love that I now have 1 place where I do all my invoicing and that I can customise the invoices to my own branding. I love that I can send the invoice to clients directly from the software and then have auto reminders go out to the clients as well as send a Thank you when I receive payment. I also love the ability to link it to my business bank account – so I can reconcile my invoices and transactions easily. Come tax season my accountant can easily access all the reports she needs for any period.

At first, it was a bit tricky to understand how to link up my bank account but eventually managed to figure it out.

I think Zoho Books is on par with all the other bookkeeping software, but what is even better is how it integrates with all of the other Zoho products. I have had to integrate SFDC with ZenDesk and other solutions and what a pain! The fact that books integrate with their CRM with their Desk app is wonderful. This does everything you need from creating invoices to managing expenses and accounts. Very easy to use and full-featured. It is a definite must for small businesses that are looking for a robust affordable solution that might also need a CRM (look at zoho one).

With any bookkeeping software, there is a learning curve. Not always the easiest, but certainly worth it. Once you get all of your accounts set up you'll need to make sure you get all of your payment processes in place. Which is nice once it's ready because people can simply pay from click on an invoice. My only complaint would be how certain things don't flow as easily as I would like to start off with. But once you get it figured out it's pretty easy and will save you tons of head aches when time goes on.

Switched from Quickbooks to ZohoBooks. Overall, ZohoBooks is very good. The site is always up and running very quickly. Tech support is excellent in both speed and quality. The software is actually fun to use. However, it does lack some of the basic functions that seem should have been in there from the beginning such as ability to print deposit slips, and there's no running total on the side of accounts so when you're looking for a mistake, it makes it very difficult to find. One feature that our business desperately is ability to pre-send invoices to people on a recurring basis before their due date. Quickbooks has had this ability back since the days of DOS (20 years ago). We're limping around right now trying to work without these basic needs in hopes that they will soon come. On the otherhand, Zoho does keep adding new features on a consistent basis. Sometimes just simple design changes but at least you get the feeling they are still working on it. -Highly recommended, however proceed with caution because there are some very basic things missing and they don't seem to be in a hurry to resolve this. It's almost the year 2017 and I'm adding up deposits by calculator and filling in deposit slips by pen. Shouldn't be ;-\

Excellent/fast support. Interface can be fun to use and is quick to respond. Development seems to be ongoing.

Lacks basic functions like deposit slip printing (and automatically transferring those funds to bank from Undeposited Funds), ability to pre-send recurring invoices, inability to set simple defaults such as default account to accept payment to (always need to manually select Undeposited Funds when accepting checks) and no running total in account ledgers such as Undeposited Funds (how are you supposed to find and fix errors, mistakes?)

Zoho Books is the best software for the financial reporting and everyone can easily used this software in a more efficient way. Moreover, it is the best tracker all of our accounts and finance. I would recommended this software because this software is one of the best tool for financial and accounting.

Zoho Books is the best source to create our invoices and it is the best financial reporting software in all over the world. The most significant thing about this software is that we can easily send all of our invoices and expenses and get paid online with out any problem. Moreover, Zoho Books is so easy to use and very convenient software. The another best thing about this software is that it is the best accounting financial management software because it is the most reliable software for accounting as compared to its competitors.

The most obvious difficulty that we faced while using this software is that there features are not much advanced as compared to its competitors because it cannot provide the great features of sending expenses and finance to the business companies. The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices. But still it is the best tool for business accounting.

A true CRM tool for sales people with the tools the ability to give accountants information needed. You can provide invoicing and estimates for clients as well as get an overview of sales for the year, the month and other important information. We have been using Zoho for over 5 years and almost swear by it, especially in our line of business with integration with payment options, we can accept multiple payment options from clients without changing our workflow. Whether used on its own or used with the other suite of Zoho apps, Zoho Books is definitely a recommended tool for anyone starting out and looking for an affordable accounting/CRM solution.

Only administrators can adjust invoices once they have been sent which limits functionality for larger sales teams. Cancelling an estimate or invoice even when in draft mode is not as straightforward as when you create one. Mobile apps for Zoho Books is not as easy to use as the web app, if you are running a business, it is good for viewing sales at a glance but it is not ideal for CRM on the go. There is a slight learning curve to use Zoho Books for accounts especially if you are coming from another accounting suite.