Zoho Books Reviews

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

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

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

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.

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 captures every aspect of my company's finances. The tool makes it easy for you to create estimates, and invoices, capture bills and expenses as well as monitor business health. The muti-user feature lets business track expenses and movement of funds between departments and business teams.

Another incredible feature that makes Zoho stand out is their customer support. They have an amazing support team that responds quickly. Plus, they help you valuable suggestions to help you navigate difficult accounting operations.

Zoho does not have an offline capability. The software is cloud-based so you must have an internet connection to access the software.

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).

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.

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

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.

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.

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.

cost and the ability to build your own integration tools.

compared to other options (unnamed here, but you know who they are), it is VERY cost efficient and effective. depending on options chosen with alternatives it costs anywhere from 25% to 75% of what The Other Guys offer.

i've even been able to write some integrations with it (using some powerful and reasonably well documented REST APIs)

the interface is a bit clunky - things like matching take a bit of getting used to.

banking integration only allows one sync per 24 hour period.

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.

Only 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.

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

Incredibly good value for the price (way cheaper than Freshbooks/Quickbooks)

Integrates well with the rest of the Zoho suite

Close to everything you'd want from a cloud bookkeeping software

No payroll (which is a game breaker for some, we're small enough that it doesn't really matter)

Missing little nice features from Quickbooks like true reporting tags

Freelance bookkeepers don't usually have experience with it

This is quite a good option for keeping records. This software has excellent support to its users and gets updates on a regular basis that is they continue to add new features. In order to keep a view on the progress you can view automatically generated reports in a graphical representation which is very easy to understand. They will also give you payment reminders of invoices so that you won’t miss any post-dated activity.

I don’t even get the point that even I can modify the invoices in this software or not, if not then zoho should add this option and if yes than they should make it easy to understand by any user. They should also add the option of copy to store company’s data in the system because this option is not available we have to keep paper records instead. They should make it a cloud based software because when you change the system you should face the difficulty of transferring data.

It's features and functions were quite similar to other accounting software except we could integrate this one to our other zoho apps and keep track of funds over multiple places.

At the end, with terrible support and customer service, we didn't go further after the free trial ended. We had many questions and in that monthbor so free trial, we probably wasted over 2 weeks total waiting for answers.

-Constant iteration
-Good support

- Some accounting disabilities
- Still need book keeper to make things right
- Not synced to local banks in Asia

cloud based, feature rich, simple to use, has user profiles, has customer portal, good customer service,

no budgets,

User-friendly
Wide variety of useful features
Responsive support team

Sales tax is so difficult with this program
User should have more control over the Snail mail fields

Customer support and constantly improving.

I would like to set the prices to my items in different currencies.

This is one of the best accounting tool for your business in counting all your expenses. It is easy to install in your computer. It is the most affordable accounting tool currently in the market. I like how it give all the details of the cash flow in every business. This helps in making the right decision for better running of your company. It helps you in preparing various financial reports for your business within a certain period.

It lacks budget module feature like it is in other accounting software.

1. When I started using Zoho Books, I was a beginner in accounting. However Zoho App made me a basic accountant in a matter of a few hours.
2. It is unbelievably simple to setup and use. Learning and self service support sources are plenty
3. As a startup enthusiast, I recommend Zoho Books to any startup or small business
4. Just get in and no more worries on the GST compliance portion in India
5. Invoice customization is a beautiful feature
6. Integration capabilities are superb.
7. Payment gateway is a big plus

All together I am finding Zoho Books as the best one available at an affordable pricing

Invoice signing is currently done with an upload of signature image. If provision is there to sign using a digital signature, that would be great

The interface is clean and visually pleasing. Generally the flow of most transactions works well.
Overall more pros than cons :-)

can be a little clunky for some operations requiring to switch between Books and Inventory modules, would be nicer if they were more tightly integrated.
i am based in indonesia and it would be great if there was a supported payment gateway other than PayPal which the fees are too high to be viable

Zoho books helps me in creating professional invoices that I instantly send to our clients to make their payments. In our company, we have connected zoho Books with our business bank account enabling our clients to make their payments direct to our bank account. I like how I print the accounting reports,balance sheets that helps our MD in tracking the cash flow in our company easily.

It is still missing some features. For example,the refunding capability incase a client has not received his or her goods as agreed.

Great for small, medium businesses. Might require tropicalization for local markets.

Some feautres aren't as great when managing a more complex inventory, tracking, as well as customization of workflows.

I love that Zoho Books is very user friendly and easy to use. It makes keeping up with our workflow very easy. I love that everyone within our company that needs to can access it on any device at anytime. I also love that it has the reports feature so that we can see how well the business is doing.

The only con I find with this program is the price once you start having more than so many vendors. But besides that I love it.

1] I have used Zoho time-sheet which is really value for money timesheet Application.
2] Easy to use UI. I love their report facility which allows me to categorize my Timesheet from a different angle.

1] You could have a feature which allows a user to fill a Task which is the same for multiple days.
2] After cloning a task it is inserted but not seen on current UI.

What I like most is the ease of use. It is quite intuitive.

You should be aware of the updates, as they could affect your workflow