Zoho Books Reviews

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.

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

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

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

Zoho has been a constant and ongoing headache since switching 3 years ago. Since then it has been an ongoing everyday headache. Support simply does not exist with this company. Support articles are 10 years old and do reflect the current software.

Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.

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.

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

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

Online Invoice creation, Sending & Payment Collection, Invoice tracking, Inventory Mangement, Bank Reconciliation

Not anything in particular, But the option to send Invoices to Whatsapp would have been better if made available.

Great tool for basic accounting with a free plan available and great mobile app

Gets very expensive to activate advanced features

I am a big fan of Zoho Books. For the same price of a QuickBooks subscription, I was able to purchase a license to Zoho One, which comes with dozens of other valuable apps (Zoho Forms, Zoho CRM, Zoho Survey, Zoho Social, Zoho Marketing Automation, Zoho Analytics, Zoho Sign, Zoho Meeting, Zoho Desk, Zoho Projects, Zoho Expenses, Zoho Recruit, Zoho Flow).

I did the math recently, and figured out that if I were to buy each of the Zoho applications I use from an equivalent competitor, I would be spending $600 more than the cost of a Zoho One subscription each month.

For Zoho Books in particular, it has all of the features I used in QuickBooks, plus easy-to-use workflow automations and integrations with the rest of the Zoho One suite. It's very helpful to be able to cross-reference Zoho Books data within their CRM for example.

Overall, I highly recommend Zoho Books, but encourage you to purchase the full Zoho One suite rather than Books as a standalone application.

I wish they had a few more payment processors available.

ZOHO has many other apps implementation and its able to customize according to our requirement.

Reporting format of Balance sheet and Profit loss in excel need to improve.

-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.

-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.

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.

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.

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.

Invoice and billing options are good and we can accept the credit card payment and online payment, and auto generation of monthly invoice and we can set due dates so the system will send auto reminder for aged receivables to the tenant

when its come to reports like Financial reports and budget forecasting and other its bit difficult to analyze the report and it is bit confusing in Aged receivable report

Till now, we haven't been able to get it to run for our business at all. They have failed to setup the software, its been 2 months since we bought Zoho books and they have failed to help us migrate our data. When we bought the tool we were promised that migration would be done for us. After waiting for 45 days, they replied saying you would have to migrate data yourself, here's the migration wizard. This migration wizard fails for unknown reasons. Since then following up since 3 days, no response.

One of the worst customer success I have ever experienced. 1. They forced us to buy 12 months subscription saying migration won't be done unless we pay2. After buying the tool, its been 2 months but the data hasn't been migrated yet. They have failed in the following counts1. Not delivering on promised timelines2. They don't reply till the time customers call them multiple time for resolution. 3. Even if the call connects we are asked to wait for a call back. This callback promise is not a gaurantee that someone would call. We had to wait for 2-3 days sometimes that too we got a callback when we again called the support channel4. Their migration team has not even started the import process and today its 2 months since we bought the subscription5. Alternatively, we were asked to utilize a migration tool. This migration tool fails for unknown reasosns. 6. Now we are forced to jump through hoops to just get our subscription up and running.