Zoho Books REVIEW

Accounting Software

2 user reviews
USER SATISFACTION 100%
OUR SCORE 9.5

What is Zoho Books?

Zoho Books is a smart accounting system designed for growing businesses. It is also the holder of our Great User Experience and Useful Free Trial Awards for 2017. Generally, it can be described as an intuitive accounting solution designed for small businesses to handle their finances and to remain on top of their cash flow. It is very simple, easy-to-use, and able to help you make intelligent, data-based decisions. It is also the pioneer accounting product of a reputed software provider, which eliminates all worries related to uptime, support, or security.

With Zoho Books, you can send professional invoices to customers and begin receiving online payments from them all from a single platform. It’s fast, powerful, and convenient, and helps regain control over the company’s finances and save more in future. For the purpose, you can rely on features such as cash flow statements, P&L, Balance sheets, and many more. As it is small-biz and midmarket-friendly, Zoho Books is relatively painless to afford.

Another thing that is really specific about Zoho Books is its smart design, with extreme attention to detail and a bundle of useful functions arranged in a way that doesn’t disturb the user’s operations. The same as Zoho products in general, Books is a no-brainer to work with, and makes use of familiar navigation tools to help moving around when looking at screens full of information. Visual graphs and quick overviews of your financial data are always available on your Dashboard, while the rest of functionalities are assembled in the tabs of a vertical navigation toolbar.

Overview of Zoho Books Benefits

Zoho Books helps streamline all important back-office duties, and organize all types of transactions on the same platform. With this system, you will always keep in line with the outstanding bills and invoices of your company, control your expenses to save money, and eliminate compliance worries.

The first and most obvious benefit from this system is the possibility for clients to pay conveniently and without abandoning your website. Now, they can purchase products and services regardless of their location, while you get rid of boring and repetitive tasks. In this case, all of your recurrent bills, payment reminders and auto charges will be automated with minimal intervention.

Another great thing is that Zoho Books helps you manage finances per projects, where you can add tasks, assign members, and follow processes using your mobile device. Zoho Books makes sure you will deliver all projects in time without necessarily making monitoring the leader of your priorities. Simply insert your sheets and client information in the system, and bill them to customers in a second.

Why should you consider Zoho Books for your business?

It belongs to the Zoho productivity suite

Zoho is one of today’s leading software providers with more than 13 million users from all around the world. Several products are available to help users manage their business activities, be those related to boosting sales or managing customers and finance. As they all belong to the same suite, these 25 applications will be available to you all from the same account.

To make matters even better, Zoho Books is tightly integrated with Zoho Apps, which means it can solve more than your accounting challenges. To start with, it will help you obtain a full, holistic picture of your business health, and make smarter decisions in future.

Automates Bank Feeds

The distinctive advantage of Zoho Books is how it eliminates data entry, and allows you to import all bank and credit card transactions, and categorize those according to your bank’s rules. This possibility doesn’t only save time, but makes sure you’re working safely, and in line with all compliance standards.

Automates Payment Reminders

Thanks to Zoho Books, you can create personalized messages for customers to pay on time, and schedule their frequency in a way you believe would be suitable.

Helps engage customers

Unlike most financial management systems, Zoho Books is packed with collaboration features, and makes sure users will feel involved in the payment process. To start with, you will enable them to access their estimates and invoices, and make direct payments using the robust online client portal. Another handy possibility for your clients is to accept/decline their estimates, and to comment on them.

Sends and tracks invoices

Zoho Books will also cater to your needs to collect prepayments and retainers, depending on how much time or work you’ve provided to your customers. You are perfectly allowed to pull off invoices for each estimate, record your offline payments, or even associate those to selected projects and invoices. The same as with regular payments, you will be able to run detailed reports on all sent retainers.

It is integrated with Stripe to facilitate reconciliation

Zoho Books’ integration with Stripe helps reconcile each type of transaction, looking at the full picture of how money are moving in and out of the clearing account, and which processing fees are going to apply for it.

It manages and tracks your projects

For any of your projects, you can log in and enter the time you spent completing it, so that Zoho Books would record the expenses incurred for it, and invoice clients about it. This saves the admin loads of useful time, as operations are assigned as they as should – to employees in charge, and contractors.

It is well-integrated

Zoho Books comes with robust and RESTful API that expose it to third-party systems, which means that with a little of developers’ help, you can expand the functionality from your own platform. The fact that these APIs are REST-based means that creative owners can develop and test their own applications.

Eliminates obstacles between sales and accounting departments

Thanks to the fact that Zoho Books is integrated with Zoho CRM, you can also use it to follow the credit statuses of your customers, create new orders, access product pricing information, and much more.

Efficiently manages stocks and inventory

Another helpful feature that is not that typical for accounting systems is inventory management, which helps you stay in control of orders and stocks in real time. Creating and sending purchase orders takes almost no time, and inventory reports are generated automatically to ensure you will know exactly what there is in your stock.

Automates workflows and saves time

Adjusting settings in Zoho Books, you can modify your workflow rules, and automate notifications you’d receive each time an estimate is created or a field is updated. The same alerts will be sent on your app using Webhooks.

It is fully responsive and mobile-ready

Zoho Books is perfect for all teams, as diverse as they may be. You get to use dedicated apps on your Windows, Mac, iOS, and Android devices to manage finances wherever you are.

Operates in multiple languages

Alongside English, you get to use Zoho Books in German, Spanish, French, Italian, Dutch, Portuguese, Swedish, Chinese, Brazilian, and Japanese.

Overview of Zoho Books Features

  • Contact Management
  • Project Time Tracking
  • Online Payments
  • Invoices
  • Inventory Management
  • Invoice Templates
  • Expenses
  • Automatic Bank Feeds
  • Mobile Apps
  • Purchase Order
  • Collaborative Client Portal
  • Exhaustive Reports
  • Sales Order
  • Accounting
  • Tax

What Problems Will Zoho Books Solve?

Bridge the gap between your CRM and accounting systems

Businesses that have a siloed view of their sales and accounting have difficulty with productivity and scalability. Sales people armed with financial insights, credit history of customers and access to product pricing information could sell smarter and better. And that is exactly what you get with the tight integration between Zoho CRM and Zoho Books; you bridge the gap between both your systems and bring about efficiency in the way you do your business.

Give just the right amount of access with user roles

It’s quite common for business owners to delegate different business functions to different people. For example, letting staff create invoices for daily transactions. But not every business owner would want to provide unrestricted access to the entire application for all staff. Limiting access would also be a hindrance. With this feature, you can create custom roles that are flexible so that your salesperson need not have access to your finances.

Get in-depth insights

Most accounting solutions require an accountant or accounting knowledge to measure, analyze financial metrics (Balance Sheet, P&L and Cash flow) and clarity on pending activities. But not in the case of Zoho Books. For a quick and real-time view of the health of your business, a glance at the dashboard would suffice. Run detailed reports in seconds and get in-depth insights to scale your business manifold.

Awards & Quality Certificates

Zoho Books Position In Our Categories

Position of Zoho Books in our main categories:

5

Zoho Books is one of the top 5 Accounting & Finance Software products

5

Zoho Books is one of the top 5
Accounting & Finance Software products


Zoho Books is also listed in the following subcategories:

Category:Position:Category:Position:
Accounting Software#4 Accounts Payable Software#4
Accounts Receivable Software#4 Billing and Invoicing Software#4
Expenses Management Software#3 Financial Reporting Software#3

Every company has different wants and needs an application that can be personalized for their size, kind of workers and clients, and the particular industry they are in. For these reasons, no platform can provide perfect functionality out-of-the-box. When you look for a software app, first be sure what you require it for. Read some Zoho Books reviews and ask yourself do you desire basic functionality or do you require advanced tools? Are there any industry-specific tools that you are searching for? Obtain the answers to these questions to help your search. There are multiple factors that you need to consider and these include your finances, specific business needs, your organization size, integration needs etc. Take your time, check out a few free trials, and finally select the app that presents all that you require to enhance your organization competence and productivity.

How Much Does Zoho Books Cost?

Zoho Books Pricing Plans For Enterprises & Small Business:

Zoho Books offers three pricing plans. There is also a great 14-free trail that lets you try out the software to see if it actually fits the requirements of your business. You can sign up for Zoho Books free trial here.

Basic Plan: $9 per organization/month

  •  Invoices
  •  Expenses
  •  Time Tracking
  •  Banking
  •  25 Contacts
  •  1 User + 1 Accountant
  •  Multi-Currency
  •  5 Workflow Rules

Standard Plan: $19 per organization/month

  • All features of the Basic Plan
  • Bills
  • Vendor Credits
  • Recurring Transactions
  • 500 Contacts
  • 2 Users + 1 Accountant
  • Custom Roles
  • 10 Rules per module

Professional Plan: $29 per organization/month

  • All features of the Sandard plan
  • Purchase Order
  • Sales Order
  • Inventory
  • Unlimited Contacts
  • Free basic edition of Zoho Inventory
  •  Unlimited Users

User Satisfaction

We realize that when you make a decision to buy Accounting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Zoho Books reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Zoho Books. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

133

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING
  • TICKETS

What are Zoho Books pricing details?

Zoho Books Pricing Plans:

Zoho Books offers three pricing plans. There is also a great 14-free trail that lets you try out the software to see if it actually fits the requirements of your business. You can sign up for Zoho Books free trial here.

Basic Plan: $9 per organization/month

  •  Invoices
  •  Expenses
  •  Time Tracking
  •  Banking
  •  25 Contacts
  •  1 User + 1 Accountant
  •  Multi-Currency
  •  5 Workflow Rules

Standard Plan: $19 per organization/month

  • All features of the Basic Plan
  • Bills
  • Vendor Credits
  • Recurring Transactions
  • 500 Contacts
  • 2 Users + 1 Accountant
  • Custom Roles
  • 10 Rules per module

Professional Plan: $29 per organization/month

  • All features of the Sandard plan
  • Purchase Order
  • Sales Order
  • Inventory
  • Unlimited Contacts
  • Free basic edition of Zoho Inventory
  •  Unlimited Users

What integrations are available for Zoho Books?

Payment Gateways

  • PayPal
  • 2Checkout
  • Braintree
  • Paypal Payflow Pro
  • PayPal Payments Pro
  • Stripe
  • Authorize.net
  • Forte
  • Worldpay

Zoho Apps

  • Zoho CRM
  • Zoho Expense
  • Zoho Subscriptions
  • Zoho Projects
  • Zoho Docs

POS Apps

  • Square

Tax

  • track1099
  • tax1099.com
  • Avalara

Document Management Apps

  • Dropbox
  • Google Drive
  • box
  • Evernote
  • OneDrive

Bills & Expenses App

  • Entryless

Time Tracking App

  • Temponia

User reviews


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The most favorable review

Bryan


Pros:
I love that Zoho Books offers a number of automatic credit card charging integrations. It provides more features compared to Freshbooks. Freshbooks has abolished its PayPal Payflow, but Zoho Books is continuing to maintain this integration. It is important for us as we need it.

Cons:
The only thing Zoho Books lacks is pixel tracking of emails which informs us when someone reviews an invoice. This feature is offered by most other systems, and we request Zoho Books to add it soon.

The least favorable review

Amber


Pros:
I like that Zoho Books integrates easily with the Zoho suite of applications which means I don’t need to rekey contact info. I can send invoices to clients with an embedded payment link, and when they pay I get a notification and the receivables is updated. I have to pay discount points to PayPal, but the money is worth it. Zoho Books is easy to use if you know accounting basics. I can easily run reports and schedule them for automatic generation. Plus, the system automatically sends out reminder emails for past due receivables which means you don’t have to worry about aging receivables. In short, Zoho Books is easy to use, affordable, and fits my requirements.

Cons:
A couple of features could be added to make Zoho Books better. First is budgeting feature. The user forums have been predicting the addition for a few years, but the promise has not been fulfilled and no specific time table has been provided for its addition. Second, when I create an invoice in Zoho CRM it should automatically map over to an invoice in Zoho Books. But this does not happen, which is another element that needs to be added.


Bryan

Verified
user
I love that Zoho Books offers a number of automatic credit card charging integrations. It provides more features compared to Freshbooks. Freshbooks has abolished its...

Amber

Verified
user
I like that Zoho Books integrates easily with the Zoho suite of applications which means I don’t need to rekey contact info. I can send invoices to clients with an...

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