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Zoho Books Reviews & Product Details - Page 31

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.

This product is included in:
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

Zoho

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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Zoho Books Integrations

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Integration information sourced from real user reviews.

Recent Zoho Books Reviews

Himanshu G.
HG
Himanshu G.Small-Business (50 or fewer emp.)
5.0 out of 5
"A Game Changer for Small Businesses and Accountants"
What I like best about Zoho Books is how effortlessly it simplifies complex accounting tasks. From automated invoicing and payment reminders to rea...
David L.
DL
David L.Small-Business (50 or fewer emp.)
5.0 out of 5
"Using ZOHO Books for an international moving company"
excellent accounting software that fully integrates with all ZOHO products
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Powerful and easy to use Accounting Software"
Features like : 1) Document Management : so one does not have to search for related documents 2) Audit Trail

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.
Answer a few questions to help the Zoho Books community
Have you used Zoho Books before?
Yes

309 Zoho Books Reviews

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309 Zoho Books Reviews
4.5 out of 5
309 Zoho Books Reviews
4.5 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.
Pros
Cons
G2 reviews are authentic and verified.
Ramin S.
RS
Digital Instructor
Computer Software
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Zoho Books?

Is very useful not for only small business and also medium companies, Zoho books is the best in market. Customer service is also very helpful. Price is not expensive, I think it deserves to try. Design is perfect and simplicity is the best part of it. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

sometimes it working slow, if they will take care of it, it would be better. Review collected by and hosted on G2.com.

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

I think in every company accounting system is required, so we are using Zoho books for budgeting and managing money. Review collected by and hosted on G2.com.

Stephen L.
SL
CEO
Marketing and Advertising
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

It integrates with the Zoho suite of apps which means contact info doesn't have to be rekeyed. I can email invoices to clients with an electronic payment link embedded and if they pay electronically I get notification as well as it updates receivables so I don't have to post the payment. It's so convenient that in spite of the discount points I have to pay to PayPal it's worth it to me. It's fairly easy to use if you have a basic understanding of accounting principles and practices. The reports are easy to run and they can be scheduled to generate automatically. In spite of what I don't like about Books I comment about below, It automatically send out past due emails for receivables. As a small business owner, this is probably one of my most favorite features a I don't worry about receivables aging as I know past due notices are auto emailed. I've not seen anything else that's as affordable and as easy to use and that fits my needs. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

The ongoing major issue with Zoho Books is it's lack of budgeting which for any business is really a necessity. And sure you can run historical reports export them into an excel file from the app and create a budget from there but such a basic feature should have been addressed a long time ago. On the Books forums it's a promised feature that's coming but so far the promise is years old with no specific time table insight. My opinion is that's going to be a deal breaker for any size organization that's not as small as mine it. While Zoho CRM contacts sync over into Zoho Books if I create a Quote in Zoho books I think it should automatically map over to an Estimate in Zoho Books. Similarly an Invoice in CRM should map over to an Invoice in Books. It doesn't make sense that it doesn't an as of yet, another promised feature to come. Review collected by and hosted on G2.com.

Recommendations to others considering Zoho Books:

There is a free trial and you can also pay month to month and if it suits your needs you can switch to a yearly plan and get the discount. But know going it there isn't a budget feature so don't even bother to try it if that's a deal breaker. Though, if you can somehow manage to do a spreadsheet for your budgeting, there's a whole lot to love about Books. Review collected by and hosted on G2.com.

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

Ease of creating and processing transactions is what I was looking for and it had to be cloud based as I travel. Being able to access Books on my iphone and ipad are a real plus as I can post expenses on the go as well as run several reports. I know the feature exists but I've never had the call to create an estimate, invoice, or PO from my ipad but that's a neat feature for those who are out in the field with a tablet. Review collected by and hosted on G2.com.

Darren S.
DS
Head Coach Lonestar Rattlesnakes U23 [Men's]
Sporting Goods
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

That everything integrates and syncs from the different suite items. This is a huge incentive. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

NO PAYROLL for Texas. End of year books closing also Review collected by and hosted on G2.com.

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

The payment, billing with pay here, automated filing of payments etc is amazing Review collected by and hosted on G2.com.

Denny Basham, MBA, M.
DM
Reputation Marketing Expert, CEO, Internet Marketing Consultant, Mortgage Industry Consultant.
Management Consulting
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

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)! Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

We wish that Zoho Books had pixel tracking of e-mails so that we could tell when someone has reviewed an invoice. This is something that Freshbooks (and most other providers) have been doing for some time and it is our biggest request for Zoho Books. Review collected by and hosted on G2.com.

Recommendations to others considering Zoho Books:

The biggest comparison here is to Freshbooks but now that Freshbooks is removing the PayPal Payflow recommendation Zoho Books is the obvious choice if you need that integration (dumb move Freshbooks). Also, if you are comparing this to ZohoInvoice go ahead and get ZohoBooks because there are more features and it is less expensive (odd but true). Review collected by and hosted on G2.com.

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

Most of our invoices are automatically generated and then the credit cards are auto billed once the invoice is created. The numerous integrations to PayPal Payflow and Authorize.net (in addition to Stripe and others) is huge for us. It is also nice to have some full-blown account features with lots of customizations (even more than Zoho Invoice) as a low price point. While most people will still need a full-blown accounting system like QuickBooks we love how easy invoicing (and even time tracking) is in Zoho Books. We use this system daily and it has served our needs for 2+ years now after switching over from Freshbooks. Review collected by and hosted on G2.com.

David G.
DG
Business Solution Provider
Program Development
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Zoho Books?

Capability to integrate it with other services Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

My bank is not available, but probably it will in the feature Review collected by and hosted on G2.com.

Recommendations to others considering Zoho Books:

It has a great Price, and a lot of features. If you are thinking about it, just create a trial account they provide. Review collected by and hosted on G2.com.

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

Keep track of all customer transactions and time I use to do their projects Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

This system is easy to use and the support is top notch. If you have a question you get a response quickly and if it is something technical they call you to walk you through it! Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

Top notch support. Easy to use interface and a nice dashboard to get a quick overview of your business. Review collected by and hosted on G2.com.

Recommendations to others considering Zoho Books:

Using zoho books as well as all of their other products has been great for our company. Review collected by and hosted on G2.com.

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

We wanted a easy way to send invoices and collect payments, zoho books has taken that to the next level. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

I love the overall flow and design of Zoho Books. The layout is so crisp and easy to comprehend that it makes learning and transitioning so much easier. Also another feature that helps is the ability to customize to your preference. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

The only aspect about the software is the lack of an integrated payroll option. The program has everything else but is need of this. Review collected by and hosted on G2.com.

Recommendations to others considering Zoho Books:

When it comes to price, quality and features I feel the software is worth it. Review collected by and hosted on G2.com.

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

The program was mainly used for time sheets, analyzing reports and organizing purchases and sales just to name a few. Overall the software has been really good to us and although lacking in small areas it still seems to be the better option in comparison to other brands. Review collected by and hosted on G2.com.

Verified User in Internet
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Zoho Books?

the set up was very simple and was able to enter my first transaction almost immediately. im a novice in quick books and i felt like i mastered zoho much quicker. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

nothing to dislike yet but still in trial version! so far so good, accessible and easy to use. Review collected by and hosted on G2.com.

Recommendations to others considering Zoho Books:

awesome software, if you like quickbooks you'll love zoho. Review collected by and hosted on G2.com.

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

easy accounting solving. Review collected by and hosted on G2.com.

Daniel W.
DW
Principal
Management Consulting
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 has clean and simple to use interface. It integrates well Zoho CRM and other Zoho tools.

Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

It may be me, but the reporting is lacking for my needs. Then again, I am comparing it to NetSuite. Review collected by and hosted on G2.com.

Recommendations to others considering Zoho Books:

None at this time. Review collected by and hosted on G2.com.

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

Great for a new or young company looking to use a suite of products in collaboration. Low initial cost with the ability to scale as needed. Review collected by and hosted on G2.com.