Zoho Books

Vorteile

Einfach im Aufbau und in der Anwendung - auch mobil. Viele Personalisierungs- und Automatisierungsmöglichkeiten. Im Vergleich zu anderen Finanzsoftwareprodukten ist ZOHO Books sehr preiswert.

Nachteile

Spesenmanagement funktioniert über ZOHO Expense hervorragend und für Lagerverwaltung bietet ZOHO Inventory die ideale Ergänzung.

Vorteile

1. Die Einfachheit der Integration mit anderen ZOHO Apps aber auch mit der Software von Drittanbietern
2. Die Flexibilität für individuelle Anpassungen
3. Die intuitive Oberfläche - nur sehr geringer Schulungsaufwand
4. Die Analysemöglichkeiten, Berichte und das Cockpit, welche eine hervorragende Übersicht gewähren

Nachteile

In der Schweiz muss der Jahresabschluss über einen Treuhänder mit von der Finma zertifizierter Software gemacht werden.

Vorteile

Creating and tracking invoices was quick and easy, helping me keep an eye on cash flow without extra effort.

Nachteile

The customization options for invoices and reports are a bit limited, which can make them feel generic.

Vorteile

Being able to convert sales orders to estimates and invoices.

Nachteile

Ther is not anything I don't like about it.

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Vorteile

It looks modern and intuitive.
It has a sales portal that customers can access online and view their invoices and payments. That is the feature that sold the program to us.

Nachteile

The debit and credit side is the wrong way round as it follows the Indian system. For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay. In Zoho however, it means that the customer is in credit by £100 and would potentially need a refund.

Blocks you if you type and click your mouse fast. There are problems with batch invoicing, and it takes a lot of time to review invoices one by one. The system does not extract more than 100 statements at a time. You really should find another system if your sales ledger is large.

Vorteile

Easy to use platform with all the basic features for accounting.

Nachteile

User interface can feel a bit dated at times which makes it a bit difficult to do frequent tasks.

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Vorteile

Marking the cost against my product items.

Nachteile

Uncleared notifications on the app that I just can’t seem to clear

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Vorteile

The invoices module in Zoho Books and very well laid out and easy to use for people who are new to these kinds of platforms.

Nachteile

The payment processing application that we use is currently not integrated with Zoho Books which creates a bit more manual work for us.

Vorteile

It has got lots of good features and seems very robust. Overall I liked it pretty much. It has got a vast range of invoice templates and is customization seems pretty easy. Also they got their own software for most of the business use cases which could be easily integrated with this one.

Nachteile

I had a look at their community page and many of the answers are not quite understandable, which makes me little bit suspicious about their customer support.

Vorteile

Admiration for automating reccuring payments and invoices.
Straight forward and ease of use.

Nachteile

Explicably cool for tax compliance and automatic calculations.

Vorteile

Easily tracks client communication and invoicing

Nachteile

does not integrate easily with Microsoft Office suite

Vorteile

It is very interactive.
The availability of a free plan
A good alternative to other major accounting software.
Excellent customer portal
Easy to use

Nachteile

Maximum users should be more than 10
A better support

Vorteile

I am not a professional accountant but I know administration and finance. Zoho has given me the tools I need for managing finances, purchasing, and invoicing.

Nachteile

The inventory module comes separately and I would like it to be included. Inventory vs final product costing would be a nice addition.

Vorteile

I like the exceptional features of Zoho Books.
Zoho Books meets our needs because it has been a reliable online accounting software.

Nachteile

Zoho Books is reliable and flawless.
I do not dislike Zoho Books at all.

Vorteile

The live dashboard and analytics has provided great insight into our business profitability. The ability to have our project management and accounting systems tied into one saves on time and human error. The automation, workflows and custom fields are a game changer and allow any kind of person to be able to tailor the system to your needs. Whenever I am not able to code something myself, I send a request to the customer service team, and they are usually able to write the scripts for me. The ability to tie into Avalara and not have to worry about taxation is also a huge bonus.

Nachteile

I wish the Purchase Orders for drop ship customers were more obviously tied to the Sales Orders. There are ways to identify which POs belong to which SOs, but seems to be a little more complicated than it could be. I also wish there was a way to see how much we have invoiced against Customer POs. I also wish we could integrate our payroll with ZOHO, as ZOHO payroll isn't currently offered in Michigan. As a result we are having to do more manual entry for employee hours and journal entries for the payroll.

Vorteile

When it comes to accounting and handling accounts payable, Zoho Books offers great features.
It makes invoicing easy and handles payment processing really well.

Nachteile

With Zoho Books, there has been zero malfunctioning reports.

Vorteile

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.

Nachteile

Initially, 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!

Vorteile

It facilitates the work of financial flows, and it also facilitates the work of reports and follow-up of the business. It is very good

Nachteile

No, not in the form Because I really like this program

Vorteile

Quite easy to use and create invoice and track transactions

Nachteile

Sometimes the website become lag. Not sure its my computer or the server.

Vorteile

Its on the online platform. So users can access it from anywhere

Nachteile

Features for investment accounting, and accounting by the family office are not so great. The interface can be challenging to navigate

Vorteile

The control and approval process is very good. It is a vwry easy to use software and the project module is very detailed and okay.

Nachteile

There is no fixed asset module on the software.

Vorteile

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.

Nachteile

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

Vorteile

The software integrates with Zoho invoice which makes work of creating invoice easy and massive.

Nachteile

The software is excellent at record keeping and report on transaction done under invoice and billing

Vorteile

It had good customer service! When I was locked out of most of my online accounts, they were very helpful and let me get back in easily. The price is good compared to other accounting services, as low as $15 per month for simple accounting.

Nachteile

I wish it had auto-scan for free. Also, when you upload, it is difficult to add multiple documents to a single expense. This is because you can only add your uploads to a new expense.

Vorteile

The implementation and easy understanding of system makes the product a must have for small businesses.

Nachteile

Not much to complain about. The product is easy and great as is.

Vorteile

i use Zoho books to balance so business books, I like the availability of the application on both Android and IOS devices, it's simple to use and the interface is so friendly

Nachteile

the application is doing well for me just that sometimes its too low when updating it

Vorteile

Easy to send invoices and keep track of past payments and request for payments.

Nachteile

Invoices are not always easy to customize.

Vorteile

Zoho was very easy software to setup for someone who does not have a lot of experience. We used this software to mostly to track estimates. When estimates were approved and accepted by the customer it was simple to turn them into invoices.

Nachteile

Once you add certain items into the system they cannot be deleted. For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry.

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Vorteile

Zoho Books has allowed us to improve in the accounting area, having a perfect administration of expenses, accounts, invoices, payments and other tasks to be carried out, it manages a magnificent online accounting function, keeping all the payment reports up to date without forgetting invoices or payments to make, it is a very complete platform with its tools.

Nachteile

In my personal opinion, it is a perfect platform that there is nothing to improve or change.

Vorteile

One of the easiest interfaces for creating estimates and invoices is Zoho Books. It gives enterprises flexibility by enabling the creation of estimates with and without GST. The main benefit is that it offers a range of plans at reasonable prices to accommodate diverse business needs.

Nachteile

Reports and invoice customisation in Zoho Books is limited. While integrating Zoho Book with other ZOHO apps is simple, doing so with other apps can be difficult. Data migration is quite difficult for businesses with a lot of data.

Vorteile

The tool send us financial reports and profit as well as loss forms on time.
It has the best interface to use for our accounting processes.
The most amazing customer service is served to us.
Very fast and quick in invoice processing.

Nachteile

It has delivered to our expectations and it has never disappointed.

Vorteile

It's much better than QuickBooks Online and much less costly as part of Zoho One

Nachteile

Can't think of many cons, as it works so well

Vorteile

Availability of mobile application is what I like most since I am able to track time and expense on projects on the go.

Nachteile

I currently face zero errors when using ZB.

Vorteile

Product is ok but customer service is pathetic

Nachteile

The customer service is pathetic, we are running a CA firm and have almost 20 Zoho books subscription and login and one of the login as was asking an OTP we were not getting because the [sensitive content hidden] is travelling and OTP is going to only mobile number not to email hence raised the ticket and the team keep saying that the accounts team is working but we did not receive any resolution they wasted a whole day and did not resolve this. the ticket ID is [sensitive content hidden].

Vorteile

We love the way you can add further modules and expand into other areas like inventory with ease. The support is fast and efficient with a positive outcome every time. The consistency through every module bill s, invoicing, purchasing makes it a breeze to operate.

Nachteile

The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as some screens use a keyword search which is easy and fast to locate the information.

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Vorteile

There is easy collaboration while using Zoho Books. It is easy to hold negotiations across all levels. Getting paid online instantly makes it more enjoyable and relaxing. It is generally an easy to use tool with huge focus on achieving goals. It's integration is major and relatable.

Nachteile

Zoho Books is user friendly. I don't find anything wrong yet. The price is also reasonable.

Vorteile

It is basic and does not have too many features. It is included in the overall Zoho system.

Nachteile

Templates are limited and creating invoices in various languages is problematic to setup.

Vorteile

Zoho Books is an exceptional accounting service, it offers a free version for small business but paid version too. Works great with bank reconciliation and is packed of good features that you found only on expensive software. Getting reports like P&L is easy and the reports looks good. Integrates good with other Zoho apps if you are using them.

Nachteile

No cons for Zoho Books, the software works good.

Vorteile

It has a very easy user interface and I really like the accessibility of using it on phone.

Nachteile

There is nothing that I don't like but yes the feature of budget and forecasting can be improved as it requires some advanced feature.

Vorteile

La facilidad de implantación y personalización que admite la herramienta, además de lo intuitiva que es que hace muy fácil poder adaptarse a utilizarla

Nachteile

Poca o inexistente adaptación a la legislación española por cuanto a facturar electrónica

Vorteile

I like the robust security that comes with the tool which ensures our data is kept secure

Nachteile

There are no significant challenges I have encountered so far

Vorteile

I like that it allows you to automatically import bank transactions, streamlining the reconciliation process and reducing manual errors. In addition, custom rules can be set up to automatically categorize transactions, saving time in manual sorting. Zoho Books is highly customizable and allows tailoring financial reports to our specific needs.

Nachteile

On occasion, I have experienced delays and load times when accessing certain functions or working with large data sets.

Vorteile

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.

Nachteile

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

Vorteile

The app is so easy to use, it's simple and takes the stress out of book work.

Nachteile

There are no cons for my business needs, I love the app.

Vorteile

Zoho Books allows to become accountable for our money by giving us transparency on how money is being spent. It uses automations which allows us to eliminate the manual entry work and reduce the dependency on the repetitive tasks. It has the simplest reporting tool that gives us valuable financial insights about our financial health. The billing tools are very useful and they makes invoicing so simple. It allows us to create branded invoices for our clients and sharing them with the clients is easy, secure and fast.

Nachteile

Am very delighted how Zoho Books is yet to gives us any cons. It has been working superbly well for us.

Vorteile

The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is stored locally in the system.

Nachteile

Nothing to complain as such, but you can say demo or training is necessary extensively to use the application in more productive way.

In Betracht gezogene Alternativen

Vorteile

I like that Zoho Books makes handling online payments and accounting easy
It makes payment processing a breeze and handles most of our accounting needs
It handles accounts payable and comes with lots of data security features

Nachteile

Using Zoho Books is super easy and all has worked in our favor. No complaints.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

It handles payment processing well and has tons of business accounting features.

Nachteile

No particular flaws with Zoho Books. Has been amazing.