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.
Deepak B. Branche: Informationstechnologie & -dienste Mitarbeiteranzahl: 2-10 Mitarbeiter
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
James J. Branche: Gesundheit, Wellness & Fitness Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
The 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.
The 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.
Verity M. Branche: Gesundheit, Wellness & Fitness Mitarbeiteranzahl: Selbstständig
This was the first software I used for invoicing/books and it was a really gentle intro - simple, clean and with great customer service, it is hard to fault!
I use Zoho Books primarily for invoicing. The interface is clean and clear and user friendly, with improvements being made all the time. Thankfully improvements are made slowly and don't leave you to end up feeling like "where has my known and loved application gone?" The customer service is great - responsive and clear responses with no up-selling and fluff.
The payment plans are a little frustrating. The limits are on the number of contacts and as a business with lots of contacts and only one transaction often per contact it gets really expensive. I wish they could increase the number of contacts in the $9 plan as the step-up plan does not include anything else I need or want other than the additional contacts
Cassi H. Branche: Gesundheit, Wellness & Fitness Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
Anne B. Branche: Marketing & Werbung Mitarbeiteranzahl: Selbstständig
Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.
Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.
I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.