--- title: "Page 2 | Zoho Books Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 2 - Is Zoho Books the right Purchasing solution for you? Explore 684 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/163115/Zoho-Books/reviews/?page=2" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Zoho Books 4.4 (683) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Page 2 - Reviews of Zoho Books ## Showing most helpful reviews Showing 26-50 of 683 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use David L. Director of Operations Used the software for: 3-5 years ### "Using ZOHO Books for invoicing and payments in US Dollars and Mexican Pesos" January 18, 2022 5.0 use it for all client invoices and payments also use for all vendor payments and invoice tracking of accounts payable and recieveable Pros very easy interface with Zoho CRM and integration with online payment capabilities in both US Dollars and Mexican Pesos Cons the multi currency feature is sometimes glitchy in reports Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) more functionality Alternatives considered [Best Movers CRM](https://www.capterra.com/p/230147/Best-Movers-CRM/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reasons for choosing Zoho Books much easier interface and the integration with a partner CRM program within ZOHO Review Source University Intern Used the software for: Less than 1 year ### "Zoho Books: An efficient and user-friendly accounting software." May 8, 2023 4.0 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. Pros 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. Cons 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. Switched from [Wave](https://www.capterra.com/p/178021/Wave-Apps/)[Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/) Although there are many options available for accounting software, Zoho Books is one of the most comprehensive and affordable solutions on the market. With a wide range of features, a user-friendly interface, and seamless integration with other Zoho services, Zoho Books is an excellent choice for small businesses and entrepreneurs. Review Source Vikas V. Software Consultant Used the software for: 3-5 years ### "Booking keeping alike for novice or experienced professions" February 13, 2025 5.0 Zoho books is amazing! From the community forums, I learn that most of the world uses it. The Invoicing, expenses, tax compliance, collaboration and customer support are all top-notch! While there is still scope for improvement, for my use case, it does a great job!! Pros The great part about Zoho Books is the dashboard and reports. Dashboard gives a very good overview of the finances and the health of organization. Reports are a great way to break things down for more clarifity. Cons Pricing! I find it a tad bit expensive. For a company in a good shape though, it would be a great product but for bootstrapped start-ups, it is a little expensive. They have a free version but I needed some premium features for my use case. They also give out credits for start-ups which could be used for a year. After using it for a year, the software makes you so lazy and you don't want to migrate. Review Source Response from Zoho March 20, 2025 Thanks for your detailed review, Vikas! We are glad that you love our platform. JEYAGOWRI K. Tutor Used the software for: Less than 1 year ### "User friendly" June 17, 2025 5.0 Great experience to use zoho books and highly recommended. Worth of buying it. User friendly approach. Pros Easy to maintain accounts. It is easy to maintain inventories and generate Purchase Orders. Affordable cost- wise. Cons No negatives found. I find out easy to use from first time and reports are made accurately as output. Review Source Response from Zoho June 17, 2025 Hello Jeyagowri - Thanks for your review. We are glad you enjoy using Zoho Books. Please feel free to reach out to us at support@zohobooks.com for any queries. COO Used the software for: Less than 1 year ### "Account For All Kind of Companies" January 8, 2025 5.0 Pros Zoho Books combines quoting, invoicing in a very efficient way. I love the waste option of opportunities to adapt things like templates to automate as much as possible and safe time. Cons The UX can be overwhelming at the beginning, but you get adapted over time. Review Source Tiffany S. Database administrator Used the software for: 1-3 years ### "Has become our favourite " December 5, 2024 4.0 Pros I experimented this tool through installation and setup and I can say it easy and simple to setup and install in an organization and get started. Cons Not much challenges faced since when one occurs their support helps in solving Review Source Operations Manager Used the software for: 1-3 years ### "Streamlining Business Operations with Zoho Books: A Game-Changer for Efficient Invoicing and Contact" June 22, 2023 5.0 Pros 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. Cons 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! Review Source Solution Architect Used the software for: 3-5 years ### "Time & Expense Tracking Solution" December 7, 2023 5.0 Pros Availability of mobile application is what I like most since I am able to track time and expense on projects on the go. Cons I currently face zero errors when using ZB. Switched from [Accounting Seed](https://www.capterra.com/p/133966/Accounting-Seed/)[Wave](https://www.capterra.com/p/178021/Wave-Apps/) Review Source Accounting Used the software for: 3-5 years ### "review zoho Books" July 10, 2023 5.0 Very good experience, I am really excited Pros It facilitates the work of financial flows, and it also facilitates the work of reports and follow-up of the business. It is very good Cons No, not in the form Because I really like this program Review Source Shyamal P. Founder Used the software for: Less than 1 year ### "One of the worst customer support I have ever experienced" February 24, 2023 1.0 Pros 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. Cons 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. Review Source Financial Controller Used the software for: Less than 1 year ### "Has potential but severely lacks compared to competitors." August 3, 2026 2.0 We tried it out for this year, as we were already paying for Zoho One but already 6 months in I can't wait to move sideways to a different system within the same cost bracket. Its made by people that have not had to use it as an accounts manager/financial controller, or worked in accounts practice. If the developers just tried out Xero and Quickbooks for a bit they would instantly see where theirs lack, but seeing comments in the forum some improvements just get ignored or shut down. Pros It links to Dext so it can auto import invoices and there is possibility to import and export most information in bulk (works well for chart of accounts, and stock items, invoices you can't bulk overwrite but can only import). Using a separate AI, you can write scripts to bulk update invoices (which wouldn't be a problem if you could bulk update every line). Cons Honestly there's a lot (39 reason to be exact, but I can't list them all). The bulk update tool is really frustrating - you can only do 25 items at a time, and it doesn't even show you the transaction details, just the gross value so you end up having a separate spreadsheet open just to check what you're moving which is difficult. Not only that but some things can't be bulk updated, some you have to do manually (like project!) Invoice numbers sort as text not numbers too, so your list goes 1, 10, 2, 21, 3 instead of actual order, which sounds minor but is so annoying when you're trying to find something. Reporting is another headache. I have already set up a power query excel sheet that reformats the detailed general ledger they give you, because numbers come out as text. VAT amounts and codes don't show up on transaction reports, and there's no report that just shows sales line items with the nominal, VAT, project and description all together - feels like such a basic thing to be missing. There is Zoho Analytics that might be able to combine all our company's general ledgers but it's not user friendly at all, still not managed to work it out 7 months in. If you want a project cost breakdown for all projects, it isn't possible, you have to run the cost summary and then click into each project separately (as we want to see materials and installs split out) - check out what Xero's does as an example. I don't know why it can't just run a general ledger for all unique lines with all possible fields. You will find on invoice, bills etc lists some fields you can't have shown on the main page, and some fields can't be shown on reports when theres absolutely no reason why it can't, so you end up creating custom fields just to be able to show the field. It also doesn't handle some UK accounting stuff the way it should. Vendor (aka Supplier - another point is everything is American!) payments sometimes post to prepaid expenses instead of trade creditors, and if you post multiple lines to the same nominal in a journal it groups them into one line on reports instead of keeping them separate, so you lose visibility of what's actually happened. Then there's just loads of small annoying things - you can't apply a credit to an invoice in a locked period even though it doesn't touch any actual transactions, you can't relink a bank payment to a different invoice once it's reconciled, and project search only works if you type the name exactly right in the right order. There's no ability to bypass lock period say if you are in a reviewer position so have to unlock it for everything! Oh and smart matching of bank items, is non existent except maybe where a payment matches an invoice exactly - you can't tick multiple at once and it doesn't learn from you put things or take an educated guess. Switched from [Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/) Sage hasn't changed much in 15 years (banking automation hadn't kept up), and I knew the capability of Quickbooks & Xero. Alternatives considered [AccountsIQ](https://www.capterra.com/p/126903/accountsIQ/)[iplicit](https://www.capterra.com/p/233828/iplicit/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[Xero](https://www.capterra.com/p/120109/Xero/) Reasons for choosing Zoho Books The other two were far more expensive and we couldn't warrant those yet. Quickbooks I knew had a few flaws, but as we already had Zoho Books for free I thought I'd try it Review Source Owber Used the software for: 1-3 years ### "Extremely poor flexibility or help for Small businesses. Need manual accountant" January 21, 2026 2.0 very poor support. No desire to even show how a feature works. Just point to documentation and leave you high and dry No customization capability No automation tools Everything is manual Pros The tagging of transactions to different projects Meant mainly for medium and large companies with separate accounts dept Cons Not able to handle credit card merchant statements, with the government rules. for e.g. for transactions less than 2000 the MDR is not charged GST. There is no way to handle that other than doing manual entry for each transaction. For a retail business with 1000 transactions a day, doing this is really bad. Zoho support has no solution for this. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) They went out of business in India. They left no choice. Alternatives considered [Tally-I/O](https://www.capterra.com/p/188488/Tally-I-O/) Reasons for choosing Zoho Books I thought Zoho would be flexible and efficient. It is did not turn out that way. Wish I had taken Tally Review Source Christian N. Président Used the software for: 3-5 years ### "Le service se dégrade" July 28, 2025 2.0 Globalement, j’étais satisfait de Zoho Books. Je le recommandais même à d’autres entreprises. Malheureusement, mon opinion a changé au fil des deux derniers mois, en raison du problème non résolu et du manque de suivi efficace de la part du support. Pros Zoho Books est une bonne application de tenue de livres et de facturation, bien adaptée aux réalités du Québec et du Canada, tant pour les clients que pour les fournisseurs. Cons Le système de récupération des transactions bancaires est bloqué depuis maintenant deux mois. Chaque fois que je relance le support de Zoho Books, on me répond que le problème a été escaladé et qu’il s’agit d’une priorité. Malheureusement, ces réponses semblent standardisées et ne m’apportent aucune réelle mise à jour sur l’avancement du dossier. J’ai également vérifié auprès de partenaires d’affaires au Québec qui utilisent Zoho Books, et tous rencontrent le même problème depuis environ deux mois. Il semble donc s’agir d’un enjeu généralisé, ce qui rend la situation encore plus préoccupante. C’est franchement exaspérant de ne pas avoir de solution après tout ce temps, d’autant plus qu’il s’agit d’un service pour lequel je paie. Switched from [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/) J'utilisais un trop vieille version qui n'avais plus de mises à jour. Alternatives considered [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/) Reasons for choosing Zoho Books Parce que j'utilisais déjà Zoho Invoices. Review Source G-Splash Borehole drilling Company G. Borehole Drilling Used the software for: Less than 1 year ### "The software you need for your growth" July 9, 2026 5.0 Quick to use ,accessible and most organised software that any business can need.The go to software you need Pros Its most effectiveness when it comes to bookkeeping, and very much ease of use,also customer data base is kept and reports. Cons Its an excellent software to use ,nothing to dislike,business should be using this software if they are not already Review Source President and CEO Used the software for: 1-3 years ### "Zoho Books a complete solutions especially with Zoho Billing" May 5, 2025 5.0 It's a complete solution. I also have automated billing I utilize with Zoho Billing and it integrates perfectly. The automated bills get charged and it records the results and if it's paid automatically in Zoho Books. Pros Integration with so many other different apps Zoho has in addition to the 3rd party apps. I particularly use the Zoho Billing app they have to bill customers automatically each month and the results are auto-recorded in Zoho Books. I had to do that manually before with other software. Cons There were slow to integrate with well known vendors for payroll like Gusto likely because they were coming out with their own implementation of payroll, which is now available for all 50 USA states. Switched from Intuit quit innovating for the desktop versions of Quickbooks. Review Source Response from Zoho June 17, 2025 Hello Charles - Thanks for your review. We are glad you enjoy using Zoho Books and Zoho Billing. Please feel free to reach out to us at support@zohobooks.com for any queries. Director and Tutor Used the software for: I used a free trial ### "Software that does what it says and runs rather well" June 13, 2025 4.0 A good piece of software that does what you need it to, but perhaps more suited to small - medium businesses rather than sole traders as quite complex. No real issues, but I did decide to choose an alternative software as it suited my sole trader needs more for a good price. Pros It was really useful to be able to link my bank account to the software so that I didn't need to import all of my ingoing/outgoing transactions manually. It also gives a good overview of your profits/expenses/gross profit. Cons It was a bit more complicated to navigate than Quickbooks and automating recurring invoices felt a bit fiddly and over-complicated. Another small problem is that it doesn't import your bank transactions until the day after the transaction has taken place, despite refreshing the feed. I like to log my income/expenses the moment the transaction goes through to keep on top of my books. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reasons for choosing Zoho Books I thought that Quickbooks was over-priced. However I did then switch back to Quickbooks in the end. Review Source Response from Zoho June 17, 2025 Hi Luke - Thanks for your detailed review. We are working on certain product enhancements that will address some of your feedback. We hope you give us another try in the future. CN Christian N. It manager Used the software for: Less than 1 year ### "Gestione contabile semplice ed efficiente " June 4, 2025 3.0 Esperienza positiva: il software ha semplificato la gestione contabile e la fatturazione, con funzionalità utili anche per PMI. Pros Vantaggi: Interfaccia intuitiva, automazioni contabili efficaci e ottima integrazione con altri strumenti. Cons Gli svantaggi riscontrati sono: Reportistica personalizzabile limitata e supporto tecnico non sempre rapido. Alternatives considered [Odoo](https://www.capterra.com/p/135618/Odoo/) Reasons for choosing Zoho Books L’ho scelto per il Miglior rapporto qualità prezzo Review Source Response from Zoho June 17, 2025 Hello Christian. Thanks for your review. Please reach to us at support@zohobooks.com if you have any queries. SG Sally G. Customer Service Auditor Used the software for: Less than 1 year ### "Great platform" July 25, 2025 5.0 I used it for a short period of time on a previous job, but I did like that it has so many features, everything a small business needs like invoicing, expense tracking, inventory, time tracking. It's great. Pros I love that it's so easy to use, even for people like me who are not accountants. The interface is clean and clear. Cons I don't like the limitations for users outside of United States. Some features don't work if you are not in the US. Review Source CEO Used the software for: Less than 1 year ### "Great value and feature-rich for small businesses" March 13, 2025 4.0 Overall Zoho Books is definitely a positive; cost-effective, has about all the features a small business might need. Cloud-based with a solid mobile app so good for being on the go. Free tier offers a low-risk entry point. Not really a seamless alternative to QB but works well for basic accounting and invoicing. Pros Favorite feature: automated invoicing and payment tracking. Generating invoices is easy; recurring invoices and payment integration helps with cash flow management. Mobile app is a plus, gives real-time access to financials. Free plan for businesses under $50K in revenue is good and we use it with Zoho Expense and it works seamlessly. Cons Limited customization options for invoices and reports. Interface is user-friendly, but not much there for tailoring invoice templates or reports Alternatives considered [Wave](https://www.capterra.com/p/178021/Wave-Apps/) Reasons for choosing Zoho Books More features and better pricing than WAVE. Review Source Response from Zoho March 20, 2025 Thanks for your review, Ben. We are glad that you like using our product. Please reach out to us at support.usa@zohobooks.com if you have any queries. DS David S. Customer Service Representative Used the software for: 1-3 years ### "A complete accounting solution for small businesses." February 19, 2025 5.0 Hear me out, Zoho Books is my life now. I personally used it for tracking expenses during a busy quarter, and the live reports allowed me to make well-informed decisions regarding budgeting and cash flow. And it has simplified and streamlined accounting. Pros I love Zoho Books for how it automates many repetitive accounting tasks like invoicing, tracking expenses and bank reconciliation. For example, it's what I used it to generate recurring invoices for my clients, saving me hours of manual work per month. It also offers great GST compliance features which are a big advantage for my business. Cons The mobile app isn’t as functional as the desktop version, and while the reporting options are good, they could be better customized. The upfront setup can also be a time-consuming task for businesses with complex accounting needs. Review Source Response from Zoho March 20, 2025 Thanks for your detailed review, David. It is comments like these that propel us forward. Owner Used the software for: 1-3 years ### "Excellent for accounting and financial tracking" April 2, 2025 5.0 Why I found it the best accounting tool is that it gives affordable pricing for comprehensive features Pros Simple to navigate, time tracking for every task, and easy integration into Zoho Mail and CRM Cons It may be a bit complex to automate workflows without an external tool Review Source Response from Zoho June 17, 2025 Hello Derek - Thanks for your review. We are glad you enjoy using Zoho Books. Please feel free to reach out to us at support@zohobooks.com for any queries. Administration Officer Used the software for: 1-3 years ### "Zoho Book : All time Winner " February 19, 2025 5.0 This program has made my work experience really efficient. Easy to track and keep records. Pros Its definitely the features and fits my requirement Cons Actually nothing. It is fantastic tool / program. Review Source Response from Zoho March 20, 2025 Thanks for your review, Roshan. We are glad that you like using our product. Please reach out to us at support@zohobooks.com if you have any queries. Global Finance Manager Used the software for: 3-5 years ### "A great tool to use" January 6, 2025 3.0 I use Zoho Books daily to issue invoices for my clients. I´ve created my data base and from there, I create the invoices, record payments, set payment reminders, and create some reports to keep my AP well organized. Pros It is quite intuitive and well-organized. I like that you can easily find the customer and jump from one place to another. Also, it is customizable, for example, it helps me a lot to set payment reminders for my clients. Cons There are some limitations in terms of reporting. If you want to see old data, you can´t do it, and that´s a bit annoying. In addition, the currency exchange rates sometimes are not accurate. Alternatives considered [Own](https://www.capterra.com/p/150184/OwnBackup/) Reasons for choosing Zoho Books I prefer to use a tool that was designed for that and not create from scratch something that is not part of my company's business Review Source Sarp O. Founder Used the software for: Less than 1 year ### "Comprehensive and friendly-user accounting platform" January 13, 2025 5.0 Very pleasant experience! It takes only a few minutes to grasp the platform and onboarding process is helpful. Pros All the accounting business needs for invoicing and billing in one solution. It is the most user-friendly and comprehensive accounting platform I have used. The available integrations of Zoho Books enable a lot of ease for sending and tracking quotes and invoices. Cons It is a great platform overall. The user interface is smooth and fast overall. If the UI elements like the menu were improved even further it would make the user experience even better. Alternatives considered [Xero](https://www.capterra.com/p/120109/Xero/) Reasons for choosing Zoho Books Cost-efficient and feature-rich and also integrates seamlessly with my Zoho Bigin CRM. Review Source Rose F. Company secretary Used the software for: 3-5 years ### "Zoho books review for small business" December 13, 2024 5.0 Pros Efficiency of use. Functions are easy to see and utilise. Cons The pricing and subscriptions. Sometimes the feedback was slow Alternatives considered [MYOB Acumatica](https://www.capterra.com/p/179531/MYOB-Advanced/) Reasons for choosing Zoho Books Professional reviews from other business owners Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.