Zoho Books

Very powerful accounting platform

Komentarze: Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses. Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes this a valuable product for our business that saves time and money.

Zalety:

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.

Wady:

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.

Great Software

Komentarze: I really enjoyed this software. It is must easier to use than most of its competitors. It is also having some of the best pricing vs performance that I have found.

Zalety:

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.

Wady:

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.

Blocks you when you need it.

Komentarze: Currently, Zoho Books is not capable of handling volume entries. You will be blocked if you go too fast, as I do. Then you have to wait hours before you can get back in. I created several users to be able to do my work. Also, the batch import feature does not work, since it does not pick up the product code on multi-line invoices. Our pricing went up last year, but Zoho's recurring invoices didn't pick up the new pricing, and the customers were invoiced at the old price, which caused massive service problems. Because of this, we are moving to another software, and I cancelled the auto-renewal with Zoho. Our access was immediately blocked (despite paying for the remainder of the year in advance), and now nobody has access to our own accounting. Currently, there is no one available in support to assist us, so we are waiting for a callback. It's beyond frustrating. The system is terrible, and the support is even worse. I do not recommend Zoho to any company.

Zalety:

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.

Wady:

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.

Zoho Books Works

Komentarze: Positive, team can keep track of client status

Zalety:

Easily tracks client communication and invoicing

Wady:

does not integrate easily with Microsoft Office suite

Moved from Zoho Invoice to Zoho Books

Komentarze: Moved over to Zoho books from Zoho invoice to better manage my finances. Definitely worth the migration

Zalety:

Marking the cost against my product items.

Wady:

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

The Emperor and Eminent Financial Tool for our Company.

Zalety:

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.

Wady:

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

Pathetic customer service

Komentarze: Worst customer services there is no proper reply or information

Zalety:

Product is ok but customer service is pathetic

Wady:

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].

Powerful and Invaluable tool at an incredible price

Komentarze: We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site. The ease of use and consistency makes it very easy for training purposes and day to day use.

Zalety:

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.

Wady:

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.

Zoho Books review

Komentarze: Since more than 4 years of using Zoho Books it's fantastic and positive experience

Zalety:

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

Wady:

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

Zoho Books: An efficient and user-friendly accounting software.

Komentarze: As an IT intern at the university, I had the opportunity to use Zoho Books for financial management. Overall, I found the software to be user-friendly and offering a great deal of useful features, such as invoice management and expense tracking. Additionally, I really liked the integration of Zoho Books with other Zoho services, such as CRM and Human Resources, which made collaboration and project management easier.

Zalety:

Zoho Books is an online accounting and invoicing software that offers a wide range of features at an affordable price. With this tool, users can manage invoices, payments, expenses, and time tracking all in one integrated platform. Zoho Books also offers integration with other Zoho services, such as CRM and Human Resources, which makes collaboration and project management easier. Additionally, the software allows for task automation and customization of templates and workflows, increasing efficiency and saving time in financial management.

Wady:

Despite the extensive feature set that Zoho Books provides, some users can find the user interface to be too complex, and it might take some time to become accustomed to all the possibilities. In addition, integration with third-party services may be limited compared to other popular accounting software and more economical plans might not include certain sophisticated capabilities like inventory management and budgeting.

Migrated from Wave to Zoho Books. Horrible experience

Komentarze: Precious time wasted. After reading their manuals, watching their videos, Googling answers, I finally had a one-on-one training session with a trainer who advised me to employ the services of a Zoho-experienced accountant in South Africa. We had thought that because of Wave Accounting's recommendation, that Zoho Books would be similarly user-friendly and intuitive. It is not at all.

Zalety:

They seem to have an impressive array of apparently useful functions.

Wady:

This is the most non-intuitive, difficult, cumbersome, obscure programme I have ever worked with. Example: even in deleting our account after wasting hours trying to become functional, the instructions seemed to be clear: Log in to your account. Click the user picture. Click My Account. In the account page, select the Preferences tab. Click Close Account in the left menu. Except THERE IS NO PREFERENCES TAB IN THE LEFT MENU. They forgot to tell you to click on Settings first, and THEN select Preferences. A perfect example of what to expect from the entire platform.

Zoho Books - Baac Office

Zalety:

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

Wady:

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

Book keeping done wright

Komentarze: I really like Zoho Books, the design is nice and intuitive. I learned to use it very fast. Support was great when needed.

Zalety:

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.

Wady:

No cons for Zoho Books, the software works good.

I really had a amazing journey with Zoho books.

Komentarze: I would say it's good as it is easy to navigate with affordable pricing plans. It provides timely updates about the features. Also they have a wonderful customer support.

Zalety:

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

Wady:

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.

Have a vision of caution in accounting with Zoho Books.

Komentarze: The overall experience we have had with Zoho Books is one for the records. This amazing product introduced us into a modern and more accurate way of accounting and taking care of our finances. With Zoho Books, it gets clear how money moves in and out and this allows us to know our financial health and performance.

Zalety:

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.

Wady:

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

We Use Zoho Books for Multiple Companies

Komentarze: ZOHO books has been a great tool for many of our companies. It is great for companies with project management, from estimate to sales order to purchase orders and Invoicing. ZOHO provides live reporting as your team takes the order through the sales process. Customization for our specific business was a huge game changer, as we didn't need to get outside help involved to make simple changes that made our work flow process better. It saves time and errors.

Zalety:

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.

Wady:

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.

Streamlining Business Operations with Zoho Books: A Game-Changer for Efficient Invoicing and Contact

Zalety:

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.

Wady:

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!

Does the job

Zalety:

It does the job for everything we need, which is managing invoicing and sending various types of bills. It connects with Zoho CRM which we use daily with our team.

Wady:

Some things are not always easy to set up, you need some time to know how things connect to each other.

Ease of Use

Zalety:

Quite easy to use and create invoice and track transactions

Wady:

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

Zoho User

Zalety:

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

Wady:

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

Zoho Books

Komentarze: My overall experience has been pleasant using Zoho Books. I continue to use their product today.

Zalety:

The features I like and use the most on Zoho Book are the Accounting and invoicing features. It is reliable and well put together

Wady:

I don't think there is anything about Zoho Books that I don't like. I still use it today with all their products.

Zoho Books review by N Thandi Consultancy and Projects

Zalety:

The Online Invoicing has great features such as personalizing invoices with their logo, colours, and fonts., plus you can also track invoice status and receive payments online

Wady:

There are minor issues with Zoho Books, such as occasional glitches in the software or difficulty navigating certain features. However, these issues are generally minor and do not significantly affect the overall usability of the software.

The Savior of my financial business

Komentarze: The simplicity and ease of use have left me in awe. I never thought that accounting could be so simple and practical. Everything is arranged so brilliantly and coherently that every step I take is like a graceful dance to financial success.

Zalety:

What I liked the most is its incredible ease of use. You don't need a PhD in accounting to understand it! Everything is designed so intuitively and clearly which impresses me a lot.

Wady:

I should mention that the customization of the reports can be a bit limited. Sometimes, I find myself wishing that I could further tweak and customize them to exactly fit my needs. I feel like they could go a step further in this regard and allow us to have more control over reporting.

Great free version, will consider upgrading

Zalety:

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.

Wady:

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.

Accounting software report

Komentarze: I permit it.

Zalety:

Zoho Books manages the small business by automation of business workflow.

Wady:

Work done on zoho Books can be uploaded to the drive such as one drive or zoho workdrive.