Who Uses This Software?

Freelancers, Mid Size Business, Small Business


Average Ratings

123 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $9.00/month
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Zoho Books
  • www.zoho.com/us/books
  • Founded 1996
  • United States

About This Software

Zoho Books is an online accounting software that allows you to easily manage the money flowing in and out of your business. Manage your customers and invoices, while keeping expenses in check. Record, monitor and reconcile your bank accounts and transactions, and collaborate with your accountant in real-time. Most importantly, Zoho Books helps you make better, more informed decisions and stay on top of your business.


Zoho Books Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting

Zoho Books Reviews

Absolutely a delight to use Zoho

Aug 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: It's super easy to use this software. All the functionalities are more or less self explanatory. Customer support is excellent as they respond back to queries/chat almost immediately.

Overall: Very easy to manage accounts of our business.

For the most part, ZohoBooks has potential to do well. Only if their management listed to customers

Jul 04, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: -Recurring Billing is included with the software
- Unlimited users for one price
- Partial integration with Zoho CRM
- Client Portal
- Customizable e-mail templates to customers
- Customize invoices, estimates, and sales orders design
- Square integration

Cons: - Lack Budgeting feature and they are ignoring the many requests for it for the past three years.
- Forced to use Alvera Tax.
- No true integration with ZohoCRM, If you want to create a sales order in ZohoCRM, you're going to have to create one in ZohoBooks
- Lack of integration to other services for Business Intelligence software
- Lack of listening to customers feature requests. They seem to build what they feel we need
- Unable to Journal entry from the bank account, which doesn't allow you to easily process payroll unless you use their payroll service which lacks a lot of features.
- Good reports, their reports are horrible and you can not customize the to work the way that you want or need.

Overall: Recurring billing is included, and that is the only thing keeping our company with Zoho Books. We have more frustrations than benefits right now.

95% Xero at 20% of the cost

Jun 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The software is easy to use, stacks up well against Xero (the leading accounting package in use in Australia) for functionality, especially at a small-medium business level and at only 20% of the cost.

Cons: I'd like it to interface much more easily with external reporting packages, but that's endemic across the whole Zoho range (as they have their own reporting module)

Overall: Great functionality at a fantastic price.

A very easy to use accounting software

Jun 07, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Zoho has automated invoicing. It also links your bank account which makes accounting an easy task. Recommend this software.

Using Zoho has been difficult at best. At its worst it is impossible.

May 31, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Pros: Its cheap, but the functionality is not complete and it is cumbersome to use. It is accessible from anywhere, but you need to use multiple products to do anything Zoho makes it very difficult.

Cons: There is not Quickbooks compatibility and the CRM system and Books do are not integrated in any meaningful way.

Overall: Its inexpensive

I thought it was going to be hard, as I use 2 different currencies, but it was easy.

May 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I am not a great bookkeeper but after a few days of learning it turned out much easier then any other program I tried. As I work with different currencies and clients in all parts of he world, it just worked out great. I connect to the CRM ans Zoho subscriptions and it all integrated beautifully. Besides the helpdesk is absolutely fantastic.

Overall: I am actually up to date with my bookkeeping and not running a year behind as I as in other years.

Great Program, easy to use.

May 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I was a long time Quickbooks user for over 20 years and had been looking for something cleaner and easier to use. Zoho fit the bill Set up was straight forward and easy. It was also very easy to set up my invoices and accountants. I also love that they give me a heads up for my billing date before they charge my card.

Overall: Ease of use.

Exactly what I was looking for.

May 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Zoho Books was one of the online bookkeeping systems that was most affordable and had all of the features I need. I love that our bank account(s) are linked with Zoho and sync automatically to ensure our books are almost always up to date.

Overall: It's had everything we need and more. We always refer other businesses who ask us to Zoho Books.

Useful intuitive software - well thought out and multilingual too.

May 16, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: That it is intuitive unlike other accounting softwares. It's quick to get to creating first invoice.

Cons: A bit more tricky to produce a foreign language invoice, but easy once you get the hang of it.
Support is via live chat which was ok, but they seemed to be little busy to help.

Overall: Quick to learn and to print out first invoice. Has a way to allow customers to pay online via the invoice too.

Zoho Books is Great

Apr 20, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This is a great product. We run our entire business on Zoho products and Books is a great addition to their stable. The automatic sync with Zoho CRM and Zoho Inventory allows a small company to operate like a large one. Recommend it highly.

great for really small businesses

Apr 18, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: i love the versatility of this software and the ability to use my mobile phone.

Cons: none thus far

Overall: Zoho Books is a simple online accounting software that covers all the basics: create and send invoices, track expenses, sync bank accounts, create reports and accounting on the go. I love being able to use my iphone. It also offers a full set of accounting tools that grow with your business. We have tried other accounting services, but they are complicated compared to this. Zoho Books costs $24 per month and its for an unlimited number of users. Fair priced to me. Overall, this the software our small business stuck with.

Recommendations to other buyers: take a weekend to get use to using it

Easy-to-use cloud accounting software for businesses.

Apr 14, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: It is a powerful reporting software that tracks inventory real-time. Can make powerful reports like Balance Sheet, P&L account, and Cash flows.

The program takes some time to understand but a good software

Feb 24, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: A program that easily tells money flow in the enterprise keeps accounting data very beautiful. Also, connecting credit cards was also very helpful. Diagramming is also very useful.

Functional and efficient/

Feb 24, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: I think it's a necessary program. Because everyone wants to take a close look at the financial situation of the company. And the program works right here. It shows almost everything with all the details. A very successful program.

everything is okay

Feb 23, 2017
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money

Comments: Everything is okay, but the design and usage system is bit complicated, and sometimes i can't find some tools which might be suitable for me.

one problem

Feb 22, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money

Comments: I used it about 7 months ago, but now I cannot even start it. I am so disappointed about losing that kinda system. i will try again, if I will not get any result, i will contact you(

customer service is brilliant

Feb 22, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Comments: Why I will gave 5 stars to that perfect program? Because it has a so poor customer care. Everything else is awesome, i think they have to do something about that

works properly but poor customer support!

Feb 21, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

Comments: It is not only for business owners also individuals can use it for track their money or manage it. There are several things you can do. But customer service is bad, i dont like. Anyway i am happy to review to Zohobooks)

Best budgeting app ever

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality

Comments: All workers are using Zohobooks in our company and I did not feel any unconformability about it. In my view, it really helps you.

Easy guess

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: Invoicing is very easy to do just click on the invoice button. The forecasting visuals are also very good

Sometimes it is hard to find

Feb 21, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Comments: I use Zoho book a few times. Though I could generally navigate the software easily, it was hard to find what I was looking for.

I love Zoho

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: I love the organisation of Zoho Invoice; Every feature has its own little dashboard (see projects and contacts below) and things are generally easy to find. Tabs on the left side of the screen are marked Dashboard, Contacts, Items, Banking, Sales, Purchases, Accountant, Timesheet, and Reports.

Very easy to use

Feb 21, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I am a small business owner. I have no idea of accountancy but I use this program very easily. Very easy to use

Inventory stock level tracking

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support

Comments: The Professional Plan offers inventory stock level tracking. You can set reorder levels and alerts for when stock reaches a certain minimum value.

I couldn't set-up the bridge with my banks

Feb 21, 2017
2/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Comments: I couldn't set-up the bridge with my banks, After a few calls, tickets and emails, I was told that my bank wasn't supported and was given no timeline when this would be made available.

Lack of audit

Feb 21, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: This software actually has a lot of accounting stuff but, as you say, lacks some stuff that helps to check profits of products or services, and also a lack of user control (permissions),.

User review

Feb 21, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I have a small business. I have been using the Zoho books program for a while. It's easy to use and I save time

Then to step

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We wanted an easy way to send invoices and collect payments, Zoho books has taken that to the next level.

Easy installation

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: the set up was very simple and was able to enter my first transaction almost immediately. I'm a novice in QuickBooks and I felt like I mastered Zoho much quicker.

Unfortunately, there is no integrated payroll option

Feb 21, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: The only aspect about the software is the lack of an integrated payroll option. The program has everything else but is need of this.

Automatic credit card charging

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We love the number of automatic credit card charging integrations in Zoho Books. This is also very full features compared to Freshbooks and now that Freshbooks is doing away with PayPal Payflow in July 2016 this is one of the few providers to maintain that integration (we need it)!

I would recommend anyone

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have been using Zoho Books for several months and I'm extremely happy with the online software. It has taking me three months to find the right software that works for my company and my clients. It has integrations beyond the big competitors and has a customer portal for viewing and paying invoices. Very user friendly with 24/7 support. Highly recommend bookkeeping software.

Good to try

Feb 19, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Comments: This program has many sections, many variants, many functions, but they have established an interface that is almost unknown. It would be perfect to make it a little easier.

Ideal for financial assistance

Feb 18, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: It shows sales, revenues, expenses and everything else in details. Despite being so detailed, it has a very easy-to-understand interface. I would like to meet the developer of this software.

Good for monitoring the financial situation.

Feb 15, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

Comments: Provides great convenience to company owners. It's good to sort out the accounting affairs so easily. But it's too complicated for ordinary people to use.

Useful accounting program

Feb 13, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I do use it in our new project in which it was required to make countings for profit. The best side of it is to be the easiest one for it.

Excellent accounting software

Feb 02, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: In my opinion, this software is the best in accounting section, there are so many features and it is absolutely best application.

Great Accounting Program

Jan 06, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: User-friendly
Wide variety of useful features
Responsive support team

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

Overall: Zoho Books has been a great tool. We have been using the software in our office for over a year now, and mostly love it. There are a few things here and there that do not work well for us, for example, the sales tax section. Zoho, at the time, is unable to fix our issues with this. The support team does respond in a timely manner, however, and the overall experience has been pleasant. I would recommend this program to anyone in small business.

Best all round

Nov 28, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Customer service
Access anywhere from any device

Cons: No ability for client to sign delivery note on the iPad or phone so you don't need to print.

Current version won't print to AirPrint

Overall: For years we used what everyone else used, for that we had the daily struggles to do things like change the invoice appearance. We came across the Zoho products ran a trial and we got hooked.

The simplicity and the ability to have access anywhere through any device was fantastic, needless to say it is years later and we are still going strong.

Thank you Team Zoho

Great Bookkeeping System

Nov 25, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to learn and easy to use.

Overall: I'm a small business owner and salesman. For years, my bookkeeping 'system' was incoming invoices, receipts and copies of outgoing invoices piled into a shoe box! Obviously, I didn't like accounting or bookkeeping. Business was good so I didn't need to track 'every nickel and dime.'

A few years ago, when the economy started 'downhill', I realized that I needed to do a better job of tracking my expenses and sales. I tried several different bookkeeping systems (some very expensive!) but they were too complex for me.

I had been using ZOHO CRM for several years before I noticed their ZOHO BOOKS system. I tried it and fell in love with it! It is easy to learn and easy to use. Whether you love accounting, or hate accounting, you will love ZOHO BOOKS. Give it a try....

Recommendations to other buyers: Give it a try...you will love it!

Amazing Experience!

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: I've tried all of the other big brand business accounting products, and while they have adequacies in certain areas, they lack in many other areas. Zoho Books is feature rich, and is exceptional value for money. The customer support is prompt, supportive, and flexible. I would reccomend Zoho Books to anyone, especially any small business owner.

Zoho Books / CRM

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: user friendly and usefull tools

Cons: Pricing model

Overall: Since i started using Zoho Business solutions i see myself not going to explore any other softwares because of its functionality and features which are easy to use . so far Zoho is more of my business backbone and secrete and iam really loving the experience

Recommendations to other buyers: i believed if Zoho comes up with a cheaper one price for all products option this their application suit will take over the rest of the world at a larger scale

Outstanding Software

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: We are a pool company based out of Florida, and use Zoho Books primarily for our accounting needs. The program is clean, straight to the point, and easy to use. The tracking options/features are crucial to keeping proper accounting, aging, and Profit/loss. Would recommend for any small to medium sized business.

Excellent Package for an SME

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use. Clean UI and support in all mobile OS.

Cons: Inventory support for Books is a bit primitive.

Overall: I have been looking for a cloud based application for our business with the features to support our business - Invoicing, inventory, book keeping, purchase order process and standard reports.I found Zoho Books very attractive with all the features I was looking for. Very good feature set, ease of use, and excellent support. Inventory setup is a little bit tricky (with custom columns) if you have complex set of products, but, for basic straight forward products, it is perfect! Thank you, Zoho! Keep up the great work!

Recommendations to other buyers: If a feature comparison of Zoho Books and Tally is provided, it will be very easy to convince many of my friends to adopt Zoho Books.

Zoho Books Easy to Use and Great for the Price!

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: In My opinion Zoho Books is ideal for most small businesses. Scalable pricing plans make the product fitting for a wide market, from freelancers and micro businesses to potentially mid- to large sized businesses. I use to track time and send proposals and automate invoicing.

Great partner for your business

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Customer support and constantly improving.

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

Overall: One of the best business decissions we have made in our company is getting Zoho Books. Cusotmer service is really really fast, you have a problem or a questions they will get to you within minutes and they are constantly improving the application and listening to our feedback and each time is better and better.

Easy to Use Accounting Software

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Our experience so far with Zoho Books has been a positive one. We have been able to easily enter and reconcile our transactions and access the reports we need.

Happy User

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've been using Zoho Books for 2 years now and have been happy with it so far. While I wish there were some more advanced reporting features than what is currently there, I've found a work around to get the information that I need. I like that it automatically records the payments when I receive them as that saves me a lot of time. I like that I can track expenses and attach them to a specific customer to see a great break down of costs. This has helped me to systematize our internal processes so that we can provide a consistent product. I would recommend using Zoho Books.

Awesome Accounting software

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to navigate and easy to understand for non-accountants

Cons: Nothing

Overall: Very easy to work and easy to understand. We like teaching our clients how to use Zoho and this makes submitting expenses and project

Freedom at Last !!!!

Nov 25, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: - Its Up to date with the new developments
- Its applicable to us in other countries
- Its simple to use
- It takes safe as you need passwords to access
- Its has an interesting User Interface
- The Staff is friendly and quite helpful

-

Cons: - Some times it take long to work on its magic

Overall: I run and advertising agency in Nairobi Kenya. I have 3 staff in the office.
Before I discovered Zoho, I used paper quotations and invoices. I only had my quotes in my head. I was the only one who knew what to charge and how much to charge.
A friend introduced me to the Zoho and I finally enjoy the freedom it offers.
I rarely do the quotations myself, converting quotes to invoices and invoices to receipts is just amazing.
I am able to create quotations from my phone as I move around when away from the office.
Our accountant also is able to view our transactions and advice us. We have even reduced the charges he pays us as most of the information is done by zoho.

Recommendations to other buyers: Thanks

Excellent account management software

Nov 25, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The way it consolidate information from all my bank accounts and also the categorisation is simple and easy to learn.

Cons: Report generation needs to be improve a little bit

Overall: I have been using it for almost 6 month. I am immensely satisfied with this online software. It's very easy to use and all my bank accounts are linked to it. Picks all my transactions through all my accounts and then i just have to categorise them. Categorisation can also be automated if it repeats quite often. Overall great software ........great peace of mind

Recommendations to other buyers: issues are with kotak mahindira bank and also reports need a better framework and a little easy setup.

Works Great!

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Over three years of using both Zoho Books and CRM. Made the move from Salesforce. Found Zoho to be way more user friendly, much easier to do customization. Highly recommended!

Great value and functionality.

Nov 25, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use and nicely featured for everyday business.

Cons: Some things are visible, but no way to utilize them (owners equity, profit distribution, tax payable).

Overall: Zoho pretty much covers all the things we need.

Very easy to use, very logical interface and nice reporting.
All items are cross-linked. You can create a sales order and convert it into a purchase order. Quotations are converted to SO, SO to invoices.

The financial part is great - multiple currencies, multiple bank accounts, descriptive reporting, and current status overview.

Some advanced features are not so well developed as in offline systems (like template customization capability is limited by design; owners equity and profit are visible through reporting, but no tools to work with them, etc.), but we are talking about a nice tool for SMB here!

I have been using Zoho for years

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use

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

Overall: When I first started my photography business I needed an invoicing program and I stumbled upon Zoho in my search. It had everything I wanted and was free. Here I am 6 years later still using it. Back then I only needed Zoho Invoice, but through the years I needed more organization than the invoicing program offers so I upgraded to Zoho Books. At that time I didn't realize that it wasn't truly it an upgrade, but rather a switch from one to the other. I was being double charged. It was a bit challenging contacting Zoho support (in 2013), but once I did they were happy to fix the problem and refund my duplicate payments for the two months prior. Setting up Zoho Books was a bit challenging and my only true complaint about Zoho is that the support system is very much lacking. I struggled to reach Zoho Support. When I finally did they were helpful, but it is a challenge to actually ever reach anyone. Other than that Zoho is AMAZING. I have referred MANY friends to this program through the years.

Recommendations to other buyers: No

Make our life easy

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We are very impressed by zoho book and invoicing system. we tried many software before but here we got all features we want. very useful and keep updating periodically.

love the product love the support

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: features
support
easy of use

Cons: some of the downtimes. server issues

Overall: Zoho books is easy to use and their support is amazing. I have been using the complete Zoho Suite for 3 years now and our company is really happy with it

Recommendations to other buyers: that would be great to have a more advance inventory system

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

Nov 25, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: 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

Recommendations to other buyers: Would love some small business training on this product.

Zoho Books is Awesome

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use.

Overall: We used Quickbooks Enterprise Edition for years and recently switched to Zoho Books. The features we needed were all there and the value of the software was unmatched.

Value for money.

Nov 25, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: All around good.

Cons: Needs a few more tweaks. i.e able to edit default titles names on invoice etc

Overall: Quiet easy to use, could use a few more upgrades and additional features. Overall its good for the price.

Recommendations to other buyers: b+

Great Experience

Nov 25, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money

Comments: We are happy to have moved from Tally into Zoho. It is truly an entrepreneurs software. Allows us to generate reports and customize as needed. The dash boards are great too. It is a ready reckoner to where the business stands

The best web App for your business

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Good UX
Good UI
Easy to use

Overall: In 2012 I found my company, and the best decision I made was zoho books for finance. The web app is very complete!

good system

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use

Cons: support

Overall: good system easy to use, inexpensive for what you get, many features and functions.. customer support can be better.

We would be lost without Zoho Books!

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Design, ease of use and customer support.

Cons: A functionality for budgeting would be very helpful.

Overall: We run a magazine and charge our advertising clients through Zoho Books. Since we started using it our clients have started paying on time and they love the ease at which they pay through the online link on their invoice. Setting up sales orders, estimates and invoices is a breeze and the functionality for reporting is simple to use. Its integration with Zoho CRM makes sure that all of our client details are up to date. We have used TAS Books and Quickbooks in the past, Zoho Books is by far the easiest and best to use for our business.

fantastic system

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: Highly recommended for state-up business or if you are looking for one of the most stable and never fail cloud base ERP system. We never regret our decision to migrate to this platform.

Very exited

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I love Zoho, it's lovely working with. Clear, nice simple look and feel, with some humor, makes it ever more fun to do the financials.

The best accounting saas ever. I am very happy with Zoho Books

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The mobile app,
The PO, bill, expenses, all buying part
The possibility to get access to the info in real time while travelling

Cons: I don't like CRM, i think Zoho can do better :(

Overall: I have been using Zoho Books for two years now after a year on Zoho Invoice and now i can't live without it.
I have converted all my friends and our sister companies to Zoho Books and they are all happy about that.

Recommendations to other buyers: No advice to give to books because they are the best service in zoho

Well done, but a bit slow and limited

Nov 25, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Integration with payment gateways

Cons: A bit slow. Hard to modify past repeating expenses/invoices, but perhaps that's normal.

Overall: I don't have a lot of basis for comparison, but as a non-accountant, I was able to get to using this after an accountant helped me setup accounts, etc.

It feels a bit slow compared to what a desktop app might be like...or maybe accounting is just a pain!

I especially enjoy the payment integration with Stripe, PayPal, etc.

Cool ERP system

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: Since we have being using Zoho books for our business, we have never though of any alternatives becasue this guys are just doing great and improving on their products every time. One of the cool things they do is listen to their users request on features and plan to have it included in the suites once it will benefit majority of the users. I also love the fact that they listen to us to customize the ERP system flawlessly. You are doing a great job guys!

Simply awesome. It's got everything I need.

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The UI and feature set

Cons: I would like to have reporting per client so that I can see how much I'm going to invoice my client.

Overall: I love the app. It's simple to use (especially for someone that has never done accounting before) and has all the features I need to do my freelancing.

We love Zoho Books

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use, visual representation of dashboard, reports.

Cons: not customizable to the extent required for tax laws in Greece but understandable

Overall: We are BACKBONE (www.backbonetechnology.com) and we use Zoho Books and Zoho CRM to run our Greece office. Apart from a few tax regulations that cannot be set up in the software, everything else works great for us. We absolutely LOVE the dashboard and visual representation of where our organization is on a monthly basis. We also love the reports section of the software.

Recommendations to other buyers: Would love to see some HR features in the software but I recently was made aware of Zoho People which I am giving a try

MONEY MATTERS

Nov 25, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It is a learning program

Cons: My knowledge base is not that great.

Overall: When handling the daily hustle and bustle of life Zoho Books provide a way to manage my bookkeeping seamlessly. What would I do without Zoho.

Recommendations to other buyers: Yes, provide more tutorial videos

Zoho Books is a usable web-based accounting software

Nov 25, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Multiple currencies
Constomizable reports and chart of accounts

Cons: lack of payroll module
impossible to convert between currencies excluding your main currency

Overall: We have been using ZOHO for our 2 online marketing companies for more than an year now and are very satisfied with it. It has multiple currencies, customizable reports and chart of accounts.

Zoho Books, best move we ever did

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Simple, clean and clear UI. Nothing has come close. Onboarding our accountants was simple.

Cons: Very minimal, as we are growing we are finding that we need a few features our accountants require, but this is something they can do manually on ther end for now.

Overall: As our agency grew we realised that Freshbooks was not cutting it. We needed a solution that gave us a better overview of our accounting and billing. The updates and new features from Zoho Books seem like the roll out on a daily basis, always adding value and ease of use.

Customer support is on point, clear communication and always on hand to make sure you are using their product correctly. We have now integrated with Zoho CRM and Projects for a full 360 of our agency processes and needs.

Recommendations to other buyers: We are happy overall at the moment.

Very good, but lacks some of the basics

Nov 25, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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?)

Overall: 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 ;-\

Recommendations to other buyers: Cover the basics first

Fundamentally Excellent Business Tool

Nov 25, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money

Comments: I have been hooked to zoho books and crm and I really cannot do without. Every business owner needs such a tool. Otherwise disaster ahead.

Super Software for Finance and Management

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This is very useful, accurately thinked soft. Available on the go(On iPad iPhone and etc). All needed futures available. Also good as International product.

zoho = easy

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: the accessibility, the reporting, and the client portals

Cons: the non choice when an update is made to the interface and having to relearn where things are

Overall: Even having the trouble of finding an accountant that was comfortable not using MYOB after convincing them to use the reports they themselves were happy with the complex reports that can be generated, that with the auto reminding of invoices, customer portals, access anywhere. its an excellent package

The best value accounting cloud app for a small agency

Nov 25, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Clear user interface, well thought ergonomy.

Cons: A bit messy and takes time to understand how everythingw works but that's inherent to any accounting system.

Overall: As the manager of a small web agency (10 developers), I have been trying several accounting softwares, some had ugly/messy user interfaces, not enough features or were too expensive. Zoho Books is the good balance for our structure, it's easy to use and has enough feautures to cover all of our needs. We are based in Thailand and too bad our Thai Bank account is not supported but it's not really a big deal.

Recommendations to other buyers: Zoho also have other tools for CRM, Project management, HR, it's nice to have those working together.

Good soft for small business

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: reports, auto tax deduction

Cons: not all (nl) banks are available feeds.

Overall: Good soft for small business. Quite easy to use. Here we have almost everything we need in our day to day work. I do like bank feeds and reconciliation history for checking if nothing is missed (with me sometimes it happens). Not all European banks yet included in the list, but think they will be in future. Very simple tax reports.

Recommendations to other buyers: under invoices in the list amount with/without VAT option, total sum of accepted/ sent/etc. estimates are lacking (in order not to go to report each time).

Almost Excellent

Nov 25, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: I'm overall very happy with my experience on Zoho books. Just a few things don't make it a 5 star experience. I would love to have the ability to completely customise my estimates and invoices. Being a design studio, it's very important that my estimates and invoices follow the rest of our brand design. Also would be good to have a desktop app for time keeping. I currently use the Chrome app and it should have the possibility of adding projects and tasks from the app itself.

Recommendations to other buyers: More regular updates

Solid, usable software with great support

Nov 25, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Customer support is excellent. Multiple currency features is good.

Cons: Some of the multiple currencies stuff - especially to do with bank accounts and payment methods - is a little clunky.

Overall: After trying about six other accounting packages for my email marketing agency, I went with Zoho Books. It was the only one that handled multiple currencies seamlessly without requiring the very top/most expensive account level. While there are some things I wish it would do differently, it's by far the best of all the different accounting solutions I have tried. In addition, their support is fast and very, very good... every time I have a question or a problem, they either resolve it or inform me of a workaround (and log a feature request on my behalf) in a minimum of time and without any hassle. The other thing I like about Zoho Books is that their feature set is always expanding - you really do need to read the notes when they announce an update, as often I've found they've added something that makes my life easier that I wouldn't have found on my own.

Excellent interface and beautiful dashboard layout

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The interface and Dashboard feature

Cons: Slow 1st time loading

Overall: We have been using Zoho books for the past year and have been more than satisfied with the service they have provided. Customer services have always been excellent with prompt replies and step by step guides. The interface in intuitive and eye catching and they have always been adding new features to support our needs. KEEP IT UP!

Great product. It's worth it!

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I like that it's very user-friendly. Almost all the necessary things you need for your bookkeeping is there.

Cons: The mobile app is alright but can be improved.

Overall: Zoho Books is one of the vital programs we use in our business. It is very easy to use and really has lots of awesome features that help you with your accounting needs. Of course, just like any other software, it doesn't have everything you will need or you can think of, but the most important ones are there. The mobile app could be improved, some reports are not accessible such as the tax summary and recording payments does not allow you to record bank charges in the app. But overall, it's an awesome product and would definitely recommend you use it.

Simply awesome

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: We are happy to use books for our internal management. We are thinking of to integrate your zoho books with our campus management ERP solution (School, College management solution) to bring our customers to use full features of books by integrating our fee management with zoho books.

Excellent Online Accounting Software

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: ease of use, good price

Cons: not applicable

Overall: We have been using Zoho Books for about 1 year, previously using Quicken. Zoho is much easier to use and all our staff love it compared to Quicken which not user-friendly. We are not accounting experts but with Zoho Books we can enter all of the relevant financial data to keep track of our business finances and overall financial position. No better program for small to medium sized business.

Recommendations to other buyers: highly recommend

Great product

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Great user interface.

Cons: International product - would like local product.

Overall: Loving the product and especially the user interface. Very easy to use especially combining the app and the computer to keep everything up to date.

Recommendations to other buyers: Would like totals on reports. Like if I pull profit and loss for the month and compare it to previous periods it would be nice to have a totals column.

The best ever!

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: 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

Recommendations to other buyers: For Zoho CRM: Allow for a customer portal. We use CRM to manage/track all the legal work we do for our clients using Cases. Been able to expose a custom view to our clients would be great (CRM: Clients, Cases, any other modules). Also allow the clients to maintain their profile: email, mobile number, address, etc. Currently, I'd need to employ a developer to make a portal using CRM integration APIs - This hasn't been done yet due to the costs involved. There needs to be an "enable portal" option for Zoho CRM, like the one for Invoice. Maybe even combine both Portals to show both CRM and Invoice data? Thanks.

Zoho Books

Nov 25, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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

Cons: no budgets,

Overall: Before switching to Zoho Books all of our company accounting was done in a outdated none-cloud accounting program with limited features.
With Zoho books our company owners are able to access our accounting anytime and anywhere, restrict access to certain confidential information that our bookkeeper does not need access to and set up alerts in case postings not living up to our guide lines are entered into the system.

Furhermore we can view all relevant attachments such as invoices and expenses directly in Zoho Books and all of our clients can log into the customer portal and view all details of their customer account.

Switching to Zoho Books has enabled to take book the control of our accounting and provides us with a transparency that we did not have before.

Zoho Books therefor comes highly recommended by us. We use a wide range of apps from the Zoho App Suite and Zoho Books is one of our favourites.

Awesome Software For Every Organisation

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: It's really an awesome software & have everything inbuilt. Just need to pay Subscription Fees & Get going. Though there are a lot of room for improvement still I am satisfied with the current features.

Great product, great customer service

Nov 25, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Very easy to use with amazing customer support. Makes accounting easy for anyone, though initial set up does take time. Navigation could be easier, but once you know your way round its very straightforward. Any issue or problem is usually quickly resolved by customer services.

Amazing System

Nov 25, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've used Zoho Books for over a year and can't be happier. The integrations with other services (and Zoho Apps) gives me end-to-end oversight of business financials. I definitely recommend the service and you can't top what you receive for such a low cost. Thank you Zoho!

Managing your business from anyware

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: To be able to manage my busines from everywere

Cons: In Project I would like some features more, in Books I would like to be able to modify reports

Overall: We are a IT company www.risingpixel.com and we work for developing software and for data center consolidation. Our business is in Sapin but we work also with UK, Italy and Japon. Very often we have to go outside to hour head quarter and to have a project management tool linked to the accounting system of Zoho books it 'is really a great value for us. It is also a great feature to be able to check payments , banking and A/R Aging from Zoho apps on my mobile. More tha once I have prepared invoices for the customers using my mobile while I was out side my office. Really great featur for digital nomads like us.

Awesome Accounting Software

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: I never use to love accounting, but when i came across Zoho Books, Accounting is the thing which i love the most now. Its so easy, so responsive, and very convenient. Automation, in app emails, reminders are awesome. Bank connectivity is great, customer support is very efficient. I can make invoices, purchase orders, quotation easily and quickly even from mobile app. Send emails from app itself. Payment reminders are way too cool. And the pricing for Zoho books as compared to the features it provides is very affordable even for small scale industries.
Zoho Books makes tedious accounting very easy.

Telephonic Support

Nov 25, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

Comments: It's very good software, it is very useful and easy to use. email support is very good. but need of telephonic support is also required in hindi and local languages. razorpay is also not working properly.

Perfect Platform for StartUps, Entrepreneurs and Small, Medium Business

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use, Great User Interface

Cons: -

Overall: We are using Zoho Books in many ways. We not only use it for our own Organization but we are also recommending Zoho Books to all the Entrepreneur, StartUps and SME's to streamline their business.

Recommendations to other buyers: -

Perfect for me

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Follow the sales order to purchase, bills and that invoice. Tracking products and payments.

Cons: That I can not have a fully function app in my iphone. It's alot to ask for there.

Overall: This is easy to use and perfect for me as a company that trade products. By have possible to have all the functions that I need in one complete web-based system is good.

Recommendations to other buyers: I want the functions also in the app for iPhone

Probably the best accounting decision i made for my company

Nov 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: -Constant iteration
-Good support

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

Overall: We choose Zoho a little over 2 years ago for our small company over a suite of other competitors and oh boy were we so glad we made the right decision.

During the trial period, we realised the team behind was constantly making small constant improvements every single day. This made us feel confident that the software can grow as our company grows.
Over the past 2 years it introduced a lot of automation tools that made our lives significantly easier if you know how to use it.

Strongly recommended.

Recommendations to other buyers: Nope

Great solution, totally worth money

Nov 25, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We've been using Zoho Books for about a year. It is very user-friendly and intuitive to use. It covers almost all our needs. New features are added pretty much regularly. There were some parts missing at the beginning like full backup, so we had to develop our own mechanism over API, but now they have added it. On a bright side - there is pretty much flexible API ;)

Great little piece of Online Accounting software !

Sep 16, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: - cloud base accounting software
- manage projects and customers in one central place
- provide access to some of the information to your customers thru a portal in Zoho
- can configure multiple users when working on projects in team
- includes a backup option to export all your data locally
- user forums to find quickly an answer. Product support seems pretty reactive too.

Cons: - sometime the navigation is a little bit confusing at the beginning, but once you get used to it, it works well
- reporting could be more straightforward, but still offers 3 different export formats
- invoice templates could be a bit more distinctive.. too many similarities between the few ones offered.

Overall: I've been using and administering ERP systems for the past 15 years.. I can tell you that this is genuinely a very valuable piece of online software. If you are starting a small business and need and easy to use accounting SW, then use Zoho Books. Great value for the money.

Recommendations to other buyers: Play with a demo company for a an hour or so to get a better idea about the whole product. Still, some functionalities are not available in the demo mode.

Fantastic!

Jun 23, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Its simplicity and ability to add look up table items on the fly.

Cons: It could do with a costing module.

Overall: It took me minutes to figure out how it all worked! It feels as if the software is tailor made for the business!

Recommendations to other buyers: If you are starting a business and need a simple, reliable and cool product....Zoho is by far the best!