What are Zoho Books users saying about the software?

Great Collaboration

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

Pros

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

Cons

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

Using ZOHO Books for invoicing and payments in US Dollars and Mexican Pesos

use it for all client invoices and payments also use for all vendor payments and invoice tracking of accounts payable and recieveable

Pros

very easy interface with Zoho CRM and integration with online payment capabilities in both US Dollars and Mexican Pesos

Cons

the multi currency feature is sometimes glitchy in reports

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.

Pros

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

Cons

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 - 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.

Pros

With 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.

Cons

Probably 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.

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.

Pros

The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.

Cons

The 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.

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.

Pros

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.

Cons

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

I love using Zoho Books since early 2021 and still using happily!

All in one I had a great experience with Zoho Books in this recent months. I hope this with continue and they will provide more features to the board. Their support system is pretty good. I love their work!

Pros

I mostly like the invoicing feature as I can set my work hours and then analyze them and making invoices to send to my clients. This way I can manage all my clients with their work hours and payments. Thanks to Zoho Books!

Cons

Sometimes I get hesitant on the banking fetching system. I am not sure it's me or Zoho who is creating those issues. Sometimes I see error data on the page.

The best invoicing / accounting tool for freelancers, period.

Zoho Books is just a fantastic tool. Coming from Freshbooks and paying a hefty fee for it I was not only limited in terms of features (and paypal support) but also somewhat bored with their lackluster interface. Zoho was great and hit all the marks for me, the interface is simple and intuitive and the price point at my scale is just unbeatable. I can't see any other accounting system after using Zoho Books.

Pros

This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.

Cons

There are many features I didn't test because they are out of realm for my specific needs. I am sure for others they might be important but if these were "enabled as needed" rather than always there cluttering the interface that would be better.

Zoho Book one of the best Cloud Accounting software

Pros

Features of the software is over all good . useful for small and mid size businesses. can be integrated with payment gateways like Razorpay.

Cons

the pricing is high for small businesses, they cant afford that much of cost. also user interface for purchase accounting is not too good.

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.

Pros

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.

Cons

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.

Efficient Bookeeping

Pros

Books works well for my business due to the automated integration with the entire platform. I can share/save my work and allow my team to see the progress to insure we stay up to date with all expenses.

Cons

I am content with the features. Occasionally the inventory can become redundant when separating product and the active status. However, I am working with support to fix this issue.

great solution for accounting

In overall , Zoho book is really good cloud based application for cloud based accounting & payment integration.

Pros

Very useful for small business. The Zoho book mobile application is really amazing. Even in the small screen size, it supports all the functionalities.

Cons

There are no dislikes for Zoho books. It is really great for payment integration.

Smart Accounting Software Built for Business

My overall experience with Zoho Books is good and I've been using it for the past three years and have recommended it to a number of clients.

Pros

-Zoho Books is an easy-to-use accounting app which displays all your financial information in a simple format and a person with less or no knowledge of accounting can also use it. -Zoho Books eliminates the need to manually enter data, lowering the risk of errors. -With access control and audit trails, Zoho Books ensures data integrity and gives you complete control over your business data. -GST compliance is automatic with Zoho Books. The Government of India has named it the Best App in the Business Category. -Zoho Books integrates with other business applications, allowing you to access and work with your data from a single place. Integrations are available with Zoho People, Zoho CRM, Zoho Projects, Zoho Reports, and more. -Zoho Books creates professional reports automatically to help you communicate your data effectively. You can also personalize reports by filtering and organizing them to your preferences. -Zoho Books saves all of your financial information in the cloud, where it can be quickly restored, so you never have to worry about losing data.

Cons

-The app is appropriate for small and medium-sized businesses. It is incapable of managing complex corporate processes. - On weekends (Saturday & Sunday), the support crew is not available to help clients with their problems. -The software doesn’t allow you to import contacts from your social media sites. It allows you to build your client details through the inbuilt mail feature. -There is no budgeting feature available.

Good software for beginners

Zoho Books made my job easier and saved me a lot of time.

Pros

Zoho Book is a good software if you are starting out in a small business. What impresses me most about Zoho Book is the BRS statement. It's an excellent feature that prints all the required details very clearly, just as we intended. The automated bank flow is another feature that saves you a lot of time. The advantage of Zoho Books is that it can be linked to your online sales sites easily. 
 
Another positive aspect of Zoho Books is that its delivery always comes with many integrated functionalities such as stock management, sales and purchase booking, payroll processing, etc. To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time. The customer support is also very responsive and usually fixes your worries.

Cons

The major problem with Zoho Book is that it is only practical with a small business. It is better to choose another software like Wave if your business is large. Finally, the other blockage is that Zoho Books is based on the Cloud so without a connection you can go and have a nice cup of hot coffee (LOL).

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.

Pros

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

Cons

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

Great Product For Those Who Know Accounting

My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Pros

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Cons

I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.

All the functionality of QuickBooks - and more - at a much better price

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.

Pros

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.

Cons

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.

The best ever!

I've searched them all. Zoho is tops by far! Not only do you have full CRM integration reducing sales time by 1000's of hours (really... it's as simple Lead->Convert->Quote. Clients then pay their quote in one click thanks to Zoho!) but the product as a stand alone is far superior. The layout, quotes, invoices, automation, reports... They've thought of everything. Since we switched my business has seen radical jumps in both staff productivity and conversion rates. As a small business owner (actually it's not small anymore!), time really is money - Zoho knows how to give you both. They have truly allowed my business to grow: The service we offer is a one time only purchase by most of our clients- so we need to get it right first time and shine above our competitors! Fresh Start Law Centre is now the leading criminal record removal firm in South Africa - Thank you Zoho! Ansar Sykes CEO, www.FreshStartLawCentre.co.za

Pros

Everything! Mainly the level of customization available and CRM integration.

Cons

Improvement: Allow for www.payfast.co.za credit card payment integration for the South African market. In the interim, we are using unique URL's in the quotes/invoices for one click payment. But having full Zoho payment integration is better.

Over 50, not an accountant & never aspired to own a small business...

It's true, but when your calling is a clear one, you are obligated to follow! Our small care giving business has employees working exclusively at customer sites. The caregivers (most also over 50 yrs. old) input their time, mileage & expenses from their smart phones. Invoicing is generally done at my laptop but can be done from my phone. The invoicing can be personalized with valuable information for our clients such as upcoming holidays, rate changes, & thank yous for allowing us to earn their business. The reporting is simple to use as is the customer support. The customer support is very knowledgeable & easy to understand. We have never experienced a wait time either. We tried another accounting package our first year of business & found it too cumbersome & not user friendly for those of us with only basic accounting skills. Zoho was recommended by our professional accountant & business advisor. Zoho has greatly simplified our invoicing, reporting, & customer account related tasks, so that we can focus on senior care giving where our gifts are strong. Thanks, Zoho! -R. Ford, Owner of The Merry Marthas, LLC

Pros

- Phone based app & laptop s-ware are EZ to use.

Cons

Don't quite understand how to customize an invoice, save it & use it for monthly billing. Sometimes, I have to play around with the invoice to get all of the detail needed to print. For example, it is not readily apparent how to display the dates for which each expense is incurred on the invoice. Not having a copy of our company's data stored on our system makes me nervous so we keep paper back ups. Surely there is a better contingency plan of which we could take advantage.

Why limit yourself to just Books?

Pros

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).

Cons

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.

Zoho Books: Accounting software for Sma and Medium Enterprise

Overall good software for small and medi enterprise with good features.

Pros

Zoho books is cloud based accounting software with many impressive features. Below are the pros of ZOHO Books 1. Zoho comes with many inbuilt accounting software features like inventory management, Payroll processing, Sales and Purchase booking etc. 2. Can be integrated with your online shoping websites like shopify, woocommerce and many more. 3. Automatc recurring expense booking like depreciation, monthly rent etc. 4. Zoho has rebust cloud technology and provides 99.99% downtime, also provides top security for your data protection. 5. In cloud based software there is negligible risk of data loss as service provider regularly takes backup of data. 6. Cloud based software are are far better than DOS based or windows based softwares. 7. Zoho books is available with reasonable price compared to other cloud based software.

Cons

1.As compared to Quickbooks online many features are missing. 2.Disadvantage of cloud based software is it becomes difficult to shift to windows based software as data can not be transferred easily. 3. Zoho attracts consumer by quoting very less fees for 1st year but from next years there is steep increase in charges.

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.

Pros

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.

Cons

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.

Great solution.. but not for everyone

I used Zoho Books for my own practice for 3 years+for a few of my Clients. It's fast and reliable, and developers are improving it very regularly - adding new features constantly. I would highly recommend using it especially in the businesses that would also use other software from Zoho-like e-mail or CRM-they're well priced and are extremely cost-effective.

Pros

Zoho Books is lightning fast-miles ahead of the competition if it comes to the speed of the software. The actual user experience is very close to the desktop software. Another good feature is its customizability - you'll find a plethora of options with Zoho, obviously designed with advanced reporting tools that come with Zoho Suite in mind. What's important - importing and exporting stuff from Zoho is also very simple - that comes in handy if you want to switch to another software from Zoho, you'll be able to do it-most counterparts allow you to migrate data only partly. Importing journals-extremely important feature-works flawlessly.

Cons

No integrated payroll functionality - small flaw, as you can easily import journals from the software of your choice. Average bank reconciliation - filtering records is difficult, custom sorting as well. No itegrated CIS solution. No reporting directly to HMRC.

"Zoho Books"; Accounting made easy.

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.

Pros

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.

Cons

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

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 ;-\

Pros

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

Cons

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?)