Zoho Books


Logo di Zoho Books

 

424 recensioni (4,5/5)
 
Zoho Books is a cloud-based accounting solution suitable for small to midsized organizations. It features contact management, invoices, expenses, sales and purchase orders, project time tracking and inventory management. Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. Organizations can automate recurring activities such as billing, payment reminders, auto charge and payment thank you note. Zoho Books allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses. Organizations can also connect bank and credit card accounts and match automated feeds with transactions. Zoho Books updates the quantity and value of the items sold and purchased. It sends the notification to purchase items when stock levels fall below a defined value. The solution has the analytical capabilities to provide reports of receivables, payables, cash flow, income and expenses via its dashboard. Support is provided via knowledge base and phone.
 

Zoho Books - Invoice management
 
  • Zoho Books - Invoice management
    Invoice management
  • Zoho Books - Banking
    Banking
  • Zoho Books - Cost tracking
    Cost tracking
  • Zoho Books - Project management
    Project management
  • Zoho Books - Dashboard
    Dashboard
Sistemi operativi supportati:
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Browser web (indipendente dal sistema operativo), Windows 2000, Windows 8, Windows 10

424 recensioni su Zoho Books

 

Deepak B. Specializzazione: Servizi e tecnologie dell'informazione Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

9/10/2019

9/10/2019

Fonte della recensione: Capterra

Great Collaboration

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Great experience although after 2 years we are still learning, it is good for indian accounting system

Vantaggi

The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful

Inconvenienti

I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers

Eric Y. Specializzazione: Studi legali Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

19/10/2020

19/10/2020

Fonte della recensione: Capterra

Great Product For Those Who Know Accounting

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My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Vantaggi

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Inconvenienti

I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.

Michael M. Specializzazione: Servizi e tecnologie dell'informazione Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

11/2/2021

11/2/2021

Fonte della recensione: Capterra

Zoho Books

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Zoho is very user friendly and once you have used any other accounting software it's easy to get up and running with Zoho Books.

Vantaggi

Ease of use, it has all the features I was looking for in an accounting application. The security is another factor I like Zoho Books.

Inconvenienti

I wish there could be a way to get transactions directly firm wave accounting app.

Cassi H. Specializzazione: Salute, benessere e fitness Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

18/12/2018

18/12/2018

Fonte della recensione: Capterra

It's easy to use but that's as far as it goes

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The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again.

If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Vantaggi

It's easy to use if you're doing simple bookkeeping

Inconvenienti

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution.
If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks.
I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

Bob M. Specializzazione: Vendita al dettaglio Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

17/11/2020

17/11/2020

Fonte della recensione: Capterra

great option for accounting software

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There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.

Vantaggi

It does everything that I need it to do, and for far less than it's competition.

Inconvenienti

There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.