Zoho Books

Pros

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

Cons

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

Alternatives Considered

Reasons for Choosing Zoho Books

Switched From

Reasons for Switching to Zoho Books

Pros

Being able to convert sales orders to estimates and invoices.

Cons

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

Alternatives Considered

Reasons for Switching to Zoho Books

Pros

It is quite intuitive and well-organized. I like that you can easily find the customer and jump from one place to another.
Also, it is customizable, for example, it helps me a lot to set payment reminders for my clients.

Cons

There are some limitations in terms of reporting. If you want to see old data, you can´t do it, and that´s a bit annoying.
In addition, the currency exchange rates sometimes are not accurate.

Pros

Efficiency of use. Functions are easy to see and utilise.

Cons

The pricing and subscriptions. Sometimes the feedback was slow

Alternatives Considered

Reasons for Switching to Zoho Books

Pros

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.

Cons

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

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Switching to Zoho Books

Pros

Price beats all other bookkeeping leaders. Features are amazing specifically client portal. Integration with CRM

Cons

Lack of Undeposited funds feature.
Lack of sub-items

Pros

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

Cons

Explicably cool for tax compliance and automatic calculations.

Pros

Zoho Books combines quoting, invoicing in a very efficient way. I love the waste option of opportunities to adapt things like templates to automate as much as possible and safe time.

Cons

The UX can be overwhelming at the beginning, but you get adapted over time.

Pros

I experimented this tool through installation and setup and I can say it easy and simple to setup and install in an organization and get started.

Cons

Not much challenges faced since when one occurs their support helps in solving

Pros

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.

Cons

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

Pros

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.

Cons

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

Pros

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.

Cons

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

Pros

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

Cons

There are no significant challenges I have encountered so far

Pros

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.

Cons

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

Pros

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

Cons

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

Pros

First, it is an easy to understand accounting solution
It makes online accounting easy
It makes invoicing and purchasing easy
It makes handling accounts payable easy

Cons

While using Zoho Books, my experience has been amazing. It has some great features and not a single issue or missing feature

Pros

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

Cons

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

Pros

The automatic upload of receipts. It saved a lot of time. Plus reconciling receipts against the company expense card made it even easier to see which receipts were paid for by the credit card and which weren’t. Either cash from business or employee purchased in need of reimbursement.

Cons

The reporting feature seemed awkward. Customer care we’re keen to show me what I was oooking for but it seemed that what I was trying to explain either isn’t part of the available options or I didn’t understand the advice from tech support.

Pros

Zoho Books helps manage businesses better and automate workflow which saves a lot of time. I like the fact that it has a free and paid version

Cons

Customer support is not at all professional, often very long and their advice misunderstood.

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

Zoho Books' customer portal helps to check if the customer viewed the invoice sent to them.

Cons

Zoho Books save time because allow customers to pay the invoice in one place hence I feel its simplity.

Pros

i like the ability to store all recurring orders to process all these kinds of transactions. Sending payments reminders through mails is my best with the application

Cons

the application is very hard to master mostly on how to handle recurring payments within your organization

Pros

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

Cons

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

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Zoho Books

Switched From

Reasons for Switching to Zoho Books

Pros

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.

Cons

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

Pros

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.

Cons

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.

Pros

Marking the cost against my product items.

Cons

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

Alternatives Considered

Reasons for Choosing Zoho Books

Switched From

Reasons for Switching to Zoho Books

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

Product is ok but customer service is pathetic

Cons

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].

Pros

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

Cons

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

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Zoho Books

Switched From

Reasons for Switching to Zoho Books

Pros

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

Cons

I currently face zero errors when using ZB.

Pros

All the accounting business needs for invoicing and billing in one solution. It is the most user-friendly and comprehensive accounting platform I have used. The available integrations of Zoho Books enable a lot of ease for sending and tracking quotes and invoices.

Cons

It is a great platform overall. The user interface is smooth and fast overall. If the UI elements like the menu were improved even further it would make the user experience even better.

Alternatives Considered

Reasons for Switching to Zoho Books

Pros

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.

Cons

No cons for Zoho Books, the software works good.

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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.

Pros

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

Cons

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

Pros

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.

Cons

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

Pros

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

Cons

With Zoho Books, there has been zero malfunctioning reports.

Pros

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.

Cons

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.

Pros

Easily tracks client communication and invoicing

Cons

does not integrate easily with Microsoft Office suite

Pros

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

Cons

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

Pros

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.

Cons

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

Alternatives Considered

Pros

Zoho Book is quite different from other similar softwares their time tracking functions that make it easy to bill the invoice, their API and their reporting tool is amazing and one of the best thing is their interface.

Cons

Zoho Book Will never disappoint despite of the challenges.

Pros

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

Cons

Maximum users should be more than 10
A better support

Pros

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.

Cons

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!