All Zoho Books Reviews
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David
Banking, 1 employee
Used more than 2 years
OVERALL RATING:
5
Reviewed January 2023
Zoho Books is awesome for the solopreneur
Raksha
Verified reviewer
Marketing and Advertising, 10,000+ employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Comprehensive Review of Zoho Books: The All-in-One Accounting Solution
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.
PROSI 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.
CONSAlong 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.
Reason for choosing Zoho Books
Its worth considering that we chose Zoho Books over alternative products due to its user-friendly interface, integrations with other Zoho apps, affordable pricing, and strong customer support. Additionally, the software's focus on automating invoicing and payment tracking is a major selling point for businesses looking to streamline these processes.
Dedre
Verified reviewer
Arts and Crafts, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2023
Very powerful accounting platform
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.
PROSZoho 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.
CONSThere 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.
Reasons for switching to Zoho Books
Wave is not available in South Africa anymore, limited functions.
Cassi
Health, Wellness and Fitness, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed 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.
PROSIt's easy to use if you're doing simple bookkeeping
CONSThis 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.
Joel
Environmental Services, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
An outstanding accounting software
Zoho Books has made accounting reliable and efficient.
PROSI 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.
CONSTheir customer support is a bit slow in response but generally, I cant complain because they always offer help.
Tracey
Verified reviewer
Management Consulting, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Intuitive and comprehensive accounting software, ideal for small businesses
Excellent software - use it daily to keep my records up to date, invoice customers and process payments. Couldn't recommend it more highly.
PROSEasy 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.
CONSCan be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.
Reasons for switching to Zoho Books
Zoho is much easier to use, more intuitive, less clunky and better value
Andre
Verified reviewer
Information Technology and Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed August 2022
They don't fix old issues
There are a lot of outstanding problems that users have notified them about and I continuously see people bringing up the same problems years after they were first brought to the attention of the developers.
PROSIt was relatively easy to switch from the previous accounting software.
CONSThey do not fix old issues unless they are critical to the functioning of the software.
Reason for choosing Zoho Books
1 year free Zoho Books subscription offer through Wave Accounting to switch away from Wave.
Reasons for switching to Zoho Books
Because Wave was bought by H&R Block and they decided NOT to support anyone outside of the USA anymore.
Deepak
Verified reviewer
Information Technology and Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Great Collaboration
Great experience although after 2 years we are still learning, it is good for indian accounting system
PROSThe statement download from bank and reconciliation option is great GST filing options are great Dashboard is very well designed Android application is very useful
CONSI 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
David
Verified reviewer
Computer Software, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed July 2019
Great Tool For Suite Users
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.
PROSVery simple to categorize funds, connectivity with other tools in Zoho Suite.
CONSAnytime 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.
Reason for choosing Zoho Books
Pricepoint and accessibility
Reasons for switching to Zoho Books
Better accessability, and price point for us.
Phaneendra Kumar
Verified reviewer
Information Technology and Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
Best Accounting Software for Small Businesses
Too good, I am a Zoho One member and for the price I am paying I am very much satisfied with the product
PROSOnline Invoice creation, Sending & Payment Collection, Invoice tracking, Inventory Mangement, Bank Reconciliation
CONSNot anything in particular, But the option to send Invoices to Whatsapp would have been better if made available.
Reason for choosing Zoho Books
Simple, Convenient, Perform and monitor day to day entries easily, create send and collect payment easily.
Reasons for switching to Zoho Books
I am in need of some simple solution rather than complex one.
William
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed October 2023
Support
NO Support
PROSIt is easy to setup and start using it. I loved it a lot but their support SUCKS
CONSTheir 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....
Reason for choosing Zoho Books
I am going back to QuickBooks what support they have is better than Zoho Books
Reasons for switching to Zoho Books
It seemed easier for what I needed
Nikki
Publishing, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Efficient, affordable took that's essential for my business
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.
PROSZoho 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.
CONSI 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.
Reason for choosing Zoho Books
Although both Wave and And.co offer free versions, I found them harder to use (particularly Wave). Clients found Wave a bit glitchy and the software was not intuitive.
Reasons for switching to Zoho Books
FreshBooks raised their rates to outrageous levels and gave little advance notice about it. The software was glitchy and my clients were complaining about having difficulty paying. Their system went down at least once a week, which has fortunately not happened to me yet with Zoho Books. Although FreshBooks touts their live customer support, I encountered some rather cranky people there (they were probably fed up with getting calls about the humongous price increase). I'd rather interact with a helpful Zoho support person via chat than an unpleasant FreshBooks support person by phone.
Bob
Retail, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSIt does everything that I need it to do, and for far less than it's competition.
CONSThere are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.
Reason 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.
Anonymous
2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2022
Zoho Books
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.
PROSThe 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.
CONSWhen 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.
Reason for choosing Zoho Books
The ease of layout and migration from the software I was already using. Also the fact that I trusted the Wave accounting and them recommending Zoho to me just gave Zoho an ultimate advantage over other products.
Reasons for switching to Zoho Books
Wave suggested the switch since they were partners with Zoho. Wave stopped operating in my region.
James
Health, Wellness and Fitness, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
FUNCTIONALITY
5
Reviewed December 2019
Great for a small business
We moved from an ancient copy of Billings (a Mac-only program), and chose Zoho over the main competition based on ease of use and the need to handle customer retainers smoothly.
PROSThe setup is fairly straightforward, and the learning curve is very manageable. It's really nice to have a good (and reasonable) set of defaults for categories and account structure. That made initial use and customization pretty easy to do. The documentation is generally good, and tip links are numerous.
CONSThe only thing I find even slightly annoying is that the feed connection to the bank account is often "broken", but on the positive side the status is clear and whatever issues exist seem to fix themselves automatically within a day or two. It's not really a show-stopper; it's just annoying when I want to "clean up" things and the bank feed isn't fully current.
Reason for choosing Zoho Books
Zoho was less expensive than QuickBooks, and seemed to be more approachable. Wave didn't handle retainers as well (at least at that time).
Reasons for switching to Zoho Books
The previous product had been discontinued.
Anonymous
1 employee
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
5
Reviewed April 2021
Has the potential, but not the backup
Absolutely terrible. If not for the terrible support, this product would actually be quite good. But for anyone who is new to any system, there's always questions and help needed. That's the nature of IT. And unfortunately Zoho have completely missed the mark and don't appear to care about improving on that at all.
PROSThe software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.
CONSThe customer service is absolutely appalling. In fact, it's not even fair to call it customer service because it's more like communicating with the abyss. No matter how many times you call or email, no one follows up - and if they do it's certainly not in a timely manner. They call you at ridiculous times and then email to say they called and to call them back. You call them back and no one is available. You leave a message for the agent to call you back and no one does.
Reasons for switching to Zoho Books
The business was ceasing operations outside of the US & Canada - while I could have continued to use the solution it wasn't clear whether existing functionality was going to change and therefore break how I used the system - and if that were the case, because I'm not in their target market region, no support would have been available for me.
Theresa
Publishing, 2-10 employees
OVERALL RATING:
3
EASE OF USE
1
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed May 2023
Migrated from Wave to Zoho Books. Horrible experience
Precious time wasted. After reading their manuals, watching their videos, Googling answers, I finally had a one-on-one training session with a trainer who advised me to employ the services of a Zoho-experienced accountant in South Africa. We had thought that because of Wave Accounting's recommendation, that Zoho Books would be similarly user-friendly and intuitive. It is not at all.
PROSThey seem to have an impressive array of apparently useful functions.
CONSThis is the most non-intuitive, difficult, cumbersome, obscure programme I have ever worked with. Example: even in deleting our account after wasting hours trying to become functional, the instructions seemed to be clear: Log in to your account. Click the user picture. Click My Account. In the account page, select the Preferences tab. Click Close Account in the left menu. Except THERE IS NO PREFERENCES TAB IN THE LEFT MENU. They forgot to tell you to click on Settings first, and THEN select Preferences. A perfect example of what to expect from the entire platform.
Reason for choosing Zoho Books
Because of Wave's recommendation.
Reasons for switching to Zoho Books
Because Wave recommended South African users switch to Zoho.
Derek
Marketing and Advertising, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed January 2022
Zoho books - my best friend!
With Zoho we are able to easily stay on top of our finances with limited effort required. The ability to correct historical errors easily makes maintaining and accurate general ledger a breeze. I really like the professional look and feel of the documents generated such as invoices, orders etc.
PROSWith unparalleled customisation and ease of use as well as the the ability to correct previous errors Zoho books has made the accounting function so much simpler than our previous software. The automation of numerous tasks has been especially useful. The professional way in which we are able to engage with our customers and suppliers has also raised our credibility.
CONSProbably the only criticism I can raise is that the reporting section could offer more month by month reports as a standard feature, although they may be easily configured using the tool provided.
Reason for choosing Zoho Books
The value proposition of Zoho One with the multiply module functionality was very compelling and the Books module was able to more than cater for our small business requirements.
Reasons for switching to Zoho Books
Based on an old database structure which was inflexible.
Juliana
Food Production, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed October 2022
Easy finances with Zoho Books
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.
PROSZoho 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.
CONSI 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.
Sayed
Commercial Real Estate, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed April 2023
Zoho Books
Zoho boos was a very good app but there are better accounting apps out there.
PROSZoho 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.
CONSCustomer 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.
Daniel
Verified reviewer
Marketing and Advertising, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2019
Why limit yourself to just Books?
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).
CONSWith 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.
Reasons for switching to Zoho Books
Price and integrations.
Anonymous
11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Streamlining Business Operations with Zoho Books: A Game-Changer for Efficient Invoicing and Contact
Prior to joining this company, we relied on self-coded solutions for various tasks, including invoice generation and template design, all within our own database. This approach required significant time and effort whenever we needed to introduce new features or implement controls, even though similar solutions already existed in the market at a reasonable price.Transitioning to Zoho Books:We made the decision to switch to Zoho Books, and the entire process was incredibly smooth. I simply created an account, configured our company details, and utilized the standard invoice template, making minor adjustments to resemble our previous format.Contact Management:Importing our contacts into Zoho Books was a breeze and took approximately 10 minutes. I downloaded an Excel file from our database and effortlessly imported all the necessary information.Invoicing:Creating new invoices proved to be just as simple as managing contacts. By uploading an Excel file, the system automatically matched the invoices with the appropriate contacts (if desired). You can even save them as drafts for further review, and once ready, send them out in bulk.
CONSInitially, when we first started using Zoho Books, there was no feature available to automatically create contacts if they didn't already exist while uploading new invoices. However, I'm pleased to say that this has since been improved, and it now works flawlessly for us!
Rick
Internet, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed November 2016
Very good, but lacks some of the basics
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 ;-\
PROSExcellent/fast support. Interface can be fun to use and is quick to respond. Development seems to be ongoing.
CONSLacks 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?)
Nathan
Verified reviewer
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2018
All in One Accounting Solution for SME businesses
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.
CONSOnly 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.
Sumukha
Commercial Real Estate, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2023
Better Accounting Software
Invoice and billing options are good and we can accept the credit card payment and online payment, and auto generation of monthly invoice and we can set due dates so the system will send auto reminder for aged receivables to the tenant
CONSwhen its come to reports like Financial reports and budget forecasting and other its bit difficult to analyze the report and it is bit confusing in Aged receivable report