Zoho Books Reviews

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

the multi currency feature is sometimes glitchy in reports

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.

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

Each and every one of our clients' billing and subscription needs are handled by me personally. We really liked how simple it was to link Zoho Books and Zoho CRM. Since our customers come from all over the world, having access to many payment gateways is invaluable. The creating goods function is quite beneficial, since we offer numerous services at different pricing.

Workflow and Invoice Personalization. One company's choice of languages for use with international clients.

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!

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.

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 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.

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.

The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made.
I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee.

There is also an option for customers to pay online which makes it really easy to make payments.

In addition from the different modules you can customize fields to suit your needs at any point in time.

Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.

When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant.

When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios.

Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.

This is your all-in-one accounting system to cover all your business needs.

Learning curve is a bit typical initially but once you get the hang of it, it'd turn out to be an awesome application for your company.

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.

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

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.

Pros:

1. Reports. We needed to track our progress down every week and what better way it is than to view our reports. Zoho allows you to get a report for Sales Person, Items and Customer. It's detailed report on overdue invoices are great for us to pound the ones that need to pay.

2. Payment Reminders. Our invoices are always set in an open account. Therefore, we need an automated system to remind our customers about their due invoices. Works great for our collection!

3. Customer Service. They are always good at getting back to you. When no one is available to answer your call, tehy are going to call you back in less than 24 hrs. Their email support is also pretty quick they wont leave you hanging.

Zoho is good about getting a constructive suggestion done.

However, I wish they have an API integration with the system. Also with the Zoho Inventory along hte way, Im pretty sure they will be a perfect go-to software for our company.

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.

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

Zoho Books is the best source to create our invoices and it is the best financial reporting software in all over the world. The most significant thing about this software is that we can easily send all of our invoices and expenses and get paid online with out any problem. Moreover, Zoho Books is so easy to use and very convenient software. The another best thing about this software is that it is the best accounting financial management software because it is the most reliable software for accounting as compared to its competitors.

The most obvious difficulty that we faced while using this software is that there features are not much advanced as compared to its competitors because it cannot provide the great features of sending expenses and finance to the business companies. The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices. But still it is the best tool for business accounting.

Ease of use

Customer Support and the lack of detail in payments received. My bookkeeper struggles to reconcile my PayPal payments because the fees aren't identified.