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User review of Zoho Books

Ideal for startups or any business looking to expand.

- by Evelyn

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

It can be used by more than user and comes with multiple currencies. Navigating is simple to do. It has a lot of basic integrations. It has a great UI for editing templates (for both documents and email). Their bank feeds are exceptional. Zoho Books is super fast and lets you do your search quickly. Accessing Zoho Books can be done through the CRM, which is a big help for invoicing clients.

What aspects are problematic or could work better?

Import and export functions weren't that great. It has zero support in terms of UK VAT returns. The reason why I wanted to do the importing is because I needed to migrate several years of data from another accounting platform I've used previously. I dislike not having the ability to update my records in bulk. I hope more development will be made in this area.

What specific problems in your company were solved by this product?

We were in need of accounting system that can link with our CRM. That way, our accounting data won't end up getting dupicated multiple times. We also demand integration that allows us to do our invoice swiftly directly from the CRM. Zoho Books is armed with robut security so you're sure data is protected. We like how the stripe integration can calculate and post credit card fees automatically.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Not available

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

no

How many people in your company actively use this product?

several employees

PRICING & COSTS

How long is your contract with the vendor?

Less than 1 year

FEATURE DETAILS

No information provided by the reviewer.

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