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Zoho Books Reviews & Product Details

MS
Project Coordinator
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

I appreciate that our invoices can be readily monitored, that they can be sorted by date, invoice number, status, or search by client or dollar amount, and that it can link with a variety of services, including Paypal, Payflow Pro, and Square. Zoho Books is an amazing accounting solution on the market, the main features that Zoho offers include automated reconciliation in the banking module, GST compliance, and interaction with other programs such as Zoho Analytics to generate dashboards and deliver vital insights. It is an excellent accounting tool that can automate regular bills and installment changes and is frequently monitored or freely integrated to other Zoho suite products such as Zoho CRM. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

Business expenditure reports may be time-consuming, especially if you have many business entities, it's all too simple to be in the wrong company "view" and wind up entering your work in the wrong corporation. Zoho Books has to work on the data extraction aspect; the data output in Excel has formatting issues and is often difficult to handle; and the online display of reports such as Balance Sheet, P&L, and Trial Balance is obsolete and may be improved, improvement, everything else is great and noteworthy. Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

Zoho Books is an all-in-one accounting software that categorizes all your receivables, payables, invoices, and estimates, moreover, since we use various other Zoho apps such as CRM, it is a seamless integration to complete tasks like creating customers and linking activities like quotes and invoices to CRM, Zoho Books comes with rich features and many other Zoho applications that help you solve many complex business problems. Great features include automatic adjustment of banking modules, cloud storage, easy remote access, analytics and advanced intelligence with Zoho Analytics and Zoho Books, and integration with amazing payment strategies like PayPal and Stripe, you can process many payments and track them through robot updates. Review collected by and hosted on G2.com.

Zoho Books Overview

What is Zoho Books?

Zoho Books is a robust accounting platform designed for growing businesses, offering a comprehensive suite of features to streamline your financial management. With Zoho Books, you can efficiently track payables and receivables, customise invoices, and set up automated payment reminders for your clients. The platform allows you to connect and reconcile bank accounts, fetching and matching transactions seamlessly. Zoho Books also includes customer and vendor portals, making it easy for all parties to keep track of their transactions with you. Payment gateways integrated within the platform provide your customers with multiple reliable payment methods, ensuring hassle-free payments. The user-friendly interface simplifies navigation for you and your team, enhancing productivity. With over 70 detailed reports, Zoho Books offers valuable insights into your financial health. Security is a top priority, and Zoho Books safeguards your data and privacy with stringent access controls, ensuring only authorized users can access your information. The free mobile app keeps you updated with your financial transactions on the go, providing flexibility and convenience. Zoho Books is an all-in-one platform equipped with every feature a business needs to manage its accounting tasks and organise transactions effectively.

Zoho Books Details
Languages Supported
German, English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish, Chinese (Simplified)
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Product Description

Zoho Books is a simple, easy-to-use accounting app that tracks the money coming in and going out of your business. With Zoho Books, you can always stay up-to-date on your business finance and make decisions instantly.

How do you position yourself against your competitors?

Businesses can truly customize Zoho Books according to their needs and set up workflow processes unique to their business. Alerts and notifications can be triggered upon specific action in modules like invoices, estimates, sales orders. Invoices templates can be customized to reflect a brand's identity.

The integration between Zoho Books and Zoho CRM breaks departmental silos where salesforce of a company can view payment and credit related information about customers within their CRM tool. Similarly the finance team can track the sales of products and forecast sales better.

Zoho Books is available in multiple languages and businesses can generate invoices in their customer's currency. It is the only cloud accounting software available on all mobile platforms including Apple iWatch.


Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
102,964 Twitter followers
LinkedIn® Page
www.linkedin.com
24,715 employees on LinkedIn®
Phone
+1 (888) 900-9646
Description

Zoho Corporation is a software development company, privately held and profitable. It offers beautifully smart software to help you grow your business. With over 50 million users worldwide, Zoho's 45+ products aid your sales and marketing, support and collaboration, finance and recruitment needs, with the long term vision to transform the way you work. Our Global HQ is in Chennai, India, and the US HQ is in Austin, Texas.


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Recent Zoho Books Reviews

JW
Jordyn W.Small-Business (50 or fewer emp.)
5.0 out of 5
"The best accounting/bookkeeping platform I have used"
Zoho Books has an easy to use interface, across web and mobile apps. Transactions are easy to create, edit and send to customers, suppliers and oth...
Ashima K.
AK
Ashima K.Mid-Market (51-1000 emp.)
5.0 out of 5
"Very helpful and simple sorted product to maintain the books. Provide accurate Reports"
Online banking Integration and updation of ledger in a second
Mitesh S.
MS
Mitesh S.Mid-Market (51-1000 emp.)
4.0 out of 5
"Zoho Books For Smart Accounting"
Zoho Books is very helpful for managing accounts and books for companies.
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Zoho Books Media

Zoho Books Demo - Zoho Books Dashboard
Get a detailed picture of the overall financial health of your business
Zoho Books Demo - Invoice Overview
Send customized statements to your clients and receive payment in multiple currencies with our accounting software.
Zoho Books Demo - Review Transactions
Eliminate the risk of processing incorrect transactions by validating and approving them before invoicing your customers
Zoho Books Demo - Project Tracking
Zoho Books makes it possible for you to control and manage multiple projects by letting you create new projects, add tasks for each project, and assign specific tasks to your employees.
Zoho Books Demo - Reports
Turn data into information with Zoho Books. View dashboards, reports and charts covering all your receivables, payables, inventory and more.
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Video Reviews

294 out of 295 Total Reviews for Zoho Books

4.4 out of 5
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294 out of 295 Total Reviews for Zoho Books
4.4 out of 5
294 out of 295 Total Reviews for Zoho Books
4.4 out of 5

Zoho Books Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Overall Review Sentiment for Zoho BooksQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
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JW
Head of Finance &amp; Operations
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Thank You page
What do you like best about Zoho Books?

Zoho Books has an easy to use interface, across web and mobile apps. Transactions are easy to create, edit and send to customers, suppliers and other users. Portals are super helpful for our customers and suppliers to view their transactions with us, as well as add or update their details and add credit cards and/or direct debits. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

Bank feeds are through Yodlee for Australian users - this can take up to a week to fetch new transactions, or, have to be manually refreshed with accounts protected by 2FA. This is an issue I have raised with our bank and Zoho, but seems to be taking longer than expected to resolve. This issue isn't the wort to have, just inconvenient at times. Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

Zoho Books helped us move away from Xero, which as helped us integrate with a solid suite of apps to help us deliver products directly to our customers. Books is easy to grasp, highly secure and reliable. We have never had an issue accessing it, even outside of normal business hours. Review collected by and hosted on G2.com.

Peter S.
PS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Zoho One?

Zoho One offers a comprehensive suite of tools that integrate well with each other, which is great for streamlining multiple business functions in one place. The level of customisation available in some modules is useful for adapting the system to different business needs. Review collected by and hosted on G2.com.

What do you dislike about Zoho One?

The lead management process is frustrating for B2B companies. Zoho’s requirement to map a “Last Name” for all leads, even when only working with companies, leads to inefficient workarounds. As a B2B business, I source company details, not individual contacts, and Zoho's CRM doesn't provide a proper solution for mapping company information efficiently. The support process was also slow, and the workaround offered added more manual work, which defeats the purpose of using a CRM to streamline operations. Review collected by and hosted on G2.com.

What problems is Zoho One solving and how is that benefiting you?

Zoho One helps centralise multiple business processes, offering an all-in-one solution for managing operations, marketing, sales, and accounting. Its integration with other tools in the suite, such as Zoho Books, helps streamline invoicing and accounting, which saves time and improves operational efficiency. However, its lead management system for B2B businesses is far from ideal, creating inefficiencies rather than solving them. Review collected by and hosted on G2.com.

Nidhi y.
NY
Account Executive
Information Technology and Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Zoho Books?

Access all accounting features in one place, from quotations to reports. Everything you need is right here. You can also create delivery challans and file GST seamlessly. Best for small to medium scale business. Ease to integrate the data with customer, you can use it on mobile app as well. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

The customer support for this software experiences take too long for revert and it could should be improved. Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

You can easily access user data in one place and modify billing address descriptions or add new customers. You can choose your preferred invoicing format, and file GST directly from the Zoho portal. Everything from invoices and POs to credit notes and e-way bills can be managed in one location, eliminating the need for double entry. Review collected by and hosted on G2.com.

Tebogo H.
TH
Social Media Marketing Manager and Brand Identity Designer
Marketing and Advertising
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Zoho Books?

All-in-one platform that enables to to manage finances efficiently, and invoice easily. Easy to use and has a good Free plan. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

There's a limit on the number of monthly invoices, plus, more advanced features are only available for more premium versions. Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

Helps streamline workflow by making it easy to create and submite proposals and invoices, helping me focus on other tasks. Review collected by and hosted on G2.com.

Ashima K.
AK
Assistant Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Zoho Books?

Online banking Integration and updation of ledger in a second Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

find difficulties in settle of Vendor and customer ledger directly through one simple journal entry. Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

Maintain the day-to-day accounting and getting the different types of reports. Review collected by and hosted on G2.com.

GB
senior sales executive
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
What do you like best about Zoho Books?

Zoho Books is one of the simple to use interface to create estimate and invoice. it allows to create a estimate with and with out GST that provides felxibility for businesses. the major advantage is it's affordable pricing with various plans to suit different business and their requirments Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

Zoho Books has limitation in customization for reports and invoice . Zoho Book is easy to integrate with other ZOHO applications but it is challenging to integrate with third party applications. it very complicate to migrate data for business with large number of data Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

Zoho Books helps me to give a detailed estimate for customer requirements with and with out GST and it can also be converted to invoice easily. clone feature is very useful in creating quick estimate for similar requirments Review collected by and hosted on G2.com.

Akshay K.
AK
Co-Founder & CGO
Computer Software
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Zoho Books?

It makes legal work easy & has the required features. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

I can't customize more, for example, the title of the Invoice. Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

Zoho Books helps us manage invoicing, expenses, and payments more easily and accurately. It saves us time by automating tasks and gives us clear reports on our finances, helping us make better decisions. Plus, since it's cloud-based, we can access it from anywhere, which keeps our team in sync. It also integrates with other tools we use, making our work smoother and more efficient. Review collected by and hosted on G2.com.

Caroline B.
CB
Inventory Coordinator
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

All accounting tasks have been easier to carry out through Zoho Books, its ease of entering data and doing automatic calculations is the best thing that can happen to me, to tell the truth I don't like accounting because of all the number management that is involved. It has but with Zoho Books it is much easier to carry out operations. It has been my salvation for generating accounts receivable because it is also very secure and you have confidence that the data entered will not be exposed. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

It has been a very professional use where everything has gone very well with each operation and there are no system failures. Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

It makes my financial life easier by being able to use Zoho Books without needing to be an accounting expert. I have even used it for my personal life and it helps me keep my accounts clear. Review collected by and hosted on G2.com.

Shahnaz U.
SU
Finance Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
Products used within Zoho One: Zoho CRM, Zoho Recruit, Zoho People, Zoho Books, Zoho Cliq
What do you like best about Zoho One?

Provides a comprehensive suite of essential tools all on a single platform, and at an affordable rate. Review collected by and hosted on G2.com.

What do you dislike about Zoho One?

Poor customer service,slow response times. Review collected by and hosted on G2.com.

What problems is Zoho One solving and how is that benefiting you?

Switching to Zoho One helped us save significantly compared to when we were using both Monday.com, Slack and Pipedrive. Review collected by and hosted on G2.com.

Mahima A.
MA
Account Executive
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

Zoho books is very user friendly and affordable software including multi languages and currency accounting effects Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

Zoho books have limited payroll features, customizations international tax complexity Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

Zoho solved managing financing problems the most and benefits are they can easily create invoice and bills and save time and errors Review collected by and hosted on G2.com.