Zoho Books – Bewertungsseite 2

Vorteile

Zoho Book is quite different from other similar softwares their time tracking functions that make it easy to bill the invoice, their API and their reporting tool is amazing and one of the best thing is their interface.

Nachteile

Zoho Book Will never disappoint despite of the challenges.

Vorteile

The live dashboard and analytics has provided great insight into our business profitability. The ability to have our project management and accounting systems tied into one saves on time and human error. The automation, workflows and custom fields are a game changer and allow any kind of person to be able to tailor the system to your needs. Whenever I am not able to code something myself, I send a request to the customer service team, and they are usually able to write the scripts for me. The ability to tie into Avalara and not have to worry about taxation is also a huge bonus.

Nachteile

I wish the Purchase Orders for drop ship customers were more obviously tied to the Sales Orders. There are ways to identify which POs belong to which SOs, but seems to be a little more complicated than it could be. I also wish there was a way to see how much we have invoiced against Customer POs. I also wish we could integrate our payroll with ZOHO, as ZOHO payroll isn't currently offered in Michigan. As a result we are having to do more manual entry for employee hours and journal entries for the payroll.

Vorteile

La facilidad de implantación y personalización que admite la herramienta, además de lo intuitiva que es que hace muy fácil poder adaptarse a utilizarla

Nachteile

Poca o inexistente adaptación a la legislación española por cuanto a facturar electrónica

Vorteile

It is very interactive.
The availability of a free plan
A good alternative to other major accounting software.
Excellent customer portal
Easy to use

Nachteile

Maximum users should be more than 10
A better support

Vorteile

It has got lots of good features and seems very robust. Overall I liked it pretty much. It has got a vast range of invoice templates and is customization seems pretty easy. Also they got their own software for most of the business use cases which could be easily integrated with this one.

Nachteile

I had a look at their community page and many of the answers are not quite understandable, which makes me little bit suspicious about their customer support.

Vorteile

Works good for bookkeeping. Easy to use.

Nachteile

Customer service is slow to get back with resolution.

Vorteile

Zoho Books allows to become accountable for our money by giving us transparency on how money is being spent. It uses automations which allows us to eliminate the manual entry work and reduce the dependency on the repetitive tasks. It has the simplest reporting tool that gives us valuable financial insights about our financial health. The billing tools are very useful and they makes invoicing so simple. It allows us to create branded invoices for our clients and sharing them with the clients is easy, secure and fast.

Nachteile

Am very delighted how Zoho Books is yet to gives us any cons. It has been working superbly well for us.

Vorteile

The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is stored locally in the system.

Nachteile

Nothing to complain as such, but you can say demo or training is necessary extensively to use the application in more productive way.

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Vorteile

Zoho books ease of use, ease of implementation and overall user experience.

Nachteile

They need to advertise in the US more and have a bigger presence because their product is the best out there.

Vorteile

It does the job for everything we need, which is managing invoicing and sending various types of bills. It connects with Zoho CRM which we use daily with our team.

Nachteile

Some things are not always easy to set up, you need some time to know how things connect to each other.

Vorteile

invoice and track payments from different clients

Nachteile

ease of use and multiple options available to keep my business. My favorite is the invoicing feature that's free

Vorteile

Prior to joining this company, we relied on self-coded solutions for various tasks, including invoice generation and template design, all within our own database. This approach required significant time and effort whenever we needed to introduce new features or implement controls, even though similar solutions already existed in the market at a reasonable price.Transitioning to Zoho Books:We made the decision to switch to Zoho Books, and the entire process was incredibly smooth. I simply created an account, configured our company details, and utilized the standard invoice template, making minor adjustments to resemble our previous format.Contact Management:Importing our contacts into Zoho Books was a breeze and took approximately 10 minutes. I downloaded an Excel file from our database and effortlessly imported all the necessary information.Invoicing:Creating new invoices proved to be just as simple as managing contacts. By uploading an Excel file, the system automatically matched the invoices with the appropriate contacts (if desired). You can even save them as drafts for further review, and once ready, send them out in bulk.

Nachteile

Initially, when we first started using Zoho Books, there was no feature available to automatically create contacts if they didn't already exist while uploading new invoices. However, I'm pleased to say that this has since been improved, and it now works flawlessly for us!

Vorteile

- Good mobile app which is fast
- Good logo which is attractive
- Efficiency and quality

Nachteile

- Extra charge for turning uploaded documents into transaction.

Vorteile

Zoho Books integrates with other Zoho applicationsZoho Books has an easy interface that makes it easy to navigate and use itStrong financial management capabilities

Nachteile

in Zoho Books can't customize more advanced financial reportsZoho Books is more costly compared to other accounting software specially when advanced features are needed

Vorteile

It facilitates the work of financial flows, and it also facilitates the work of reports and follow-up of the business. It is very good

Nachteile

No, not in the form Because I really like this program

Vorteile

Très facile à utiliser pour la gestion des devises.Avec la disponibilité des versions gratuite et payant

Nachteile

La budgétisation et prévisionMais j'ai des difficulté lors des annulations des devis et au niveau du rapprochement bancaire

Vorteile

Intuitive Design: Easy to navigate, with a clean and organized layout.Minimal Learning Curve: Simplifies the process of managing financials, even for users with limited accounting knowledge.

Nachteile

Zoho Books doesn't have built-in payroll features and relies on third-party integrations, which might not be as seamless or comprehensive.

Vorteile

Gostei pelo Zoho Books ser um software fácil de usar para controle financeiro. Nele consigo conectar sua conta bancária e importar os extratos automaticamente. Isso ajuda a controlar as finanças e fazer reconciliações mais rapidamente. Além disso, tem muitos relatórios disponíveis que ajudam a entender o desempenho financeiro do seu negócio

Nachteile

Não há queixas para apontar até o momento.

Vorteile

I've been able to manage the accountabilities while at my home by using this software to manage the accountabilities and project planning

Nachteile

To me it supports homeworking there are four no other thing I like apart from that.

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Vorteile

Zoho Books helps manage businesses better and automate workflow which saves a lot of time. I like the fact that it has a free and paid version

Nachteile

Customer support is not at all professional, often very long and their advice misunderstood.

Vorteile

Quite easy to use and create invoice and track transactions

Nachteile

Sometimes the website become lag. Not sure its my computer or the server.

Vorteile

O zoho book é um programa intuitivo e de uso descomplicado, gosto muito de todos os recursos e todos são muito uteis no meu dia a dia profissional.

Nachteile

Não tenho nada pra criticar negativamente ou ressalvas a fazer.

Vorteile

Zoho Books is an excellent option for your company's bookkeeping and accounting. Invoicing and billing is done in the dashboard, reporting on income, expenditure and payables are separated and even financial reconciliations can be actioned automatically. You can create Price Lists easily to share to your customers based on your products/services you are selling.Financial reports are done automatically so you don't have to do a manual recon every month.

Nachteile

There are limitations in terms of online payment gateways depending on your country of origin, but they do offer all major gateways.Invoice templates are basic but it does provide all the relevant information that you need.

Vorteile

Simple d'utilisation, facile à comprendre. Support très présent et facile d'accès

Nachteile

Certaines fonctionnalités plus poussées ne sont pas présente, mais pour les besoins d'une PME, c'est parfait.

Vorteile

Configurar e usar o sistema é fácil, o que torna o controle financeiro da minha empresa muito mais simples. O Zoho Books oferece várias ferramentas úteis, como emissão de faturas online, controle de gastos, conciliação bancária e relatórios detalhados.

Nachteile

O que eu menos gostei no Zoho Books foi a falta de recursos avançados de relatórios e análises.

Vorteile

i like the free invoicing templates provided by the application, it has nice user interface

Nachteile

it limits number of people one can reach per month

Vorteile

O Zoho Books é um programa contábil simples de usar, mesmo para iniciantes como eu, com ele posso configurar fluxos de trabalho automáticos para tarefas repetitivas.

Nachteile

O que menos gostei no Zoho Books foi a falta de opções de personalização.

Vorteile

It is very good for small business accounting service with a clean professional look

Nachteile

It is requires coding abilities to automate most of its features

Vorteile

The automatic upload of receipts. It saved a lot of time. Plus reconciling receipts against the company expense card made it even easier to see which receipts were paid for by the credit card and which weren’t. Either cash from business or employee purchased in need of reimbursement.

Nachteile

The reporting feature seemed awkward. Customer care we’re keen to show me what I was oooking for but it seemed that what I was trying to explain either isn’t part of the available options or I didn’t understand the advice from tech support.

Vorteile

The control and approval process is very good. It is a vwry easy to use software and the project module is very detailed and okay.

Nachteile

There is no fixed asset module on the software.

Vorteile

La gestion et le traitement des factures et le suivi des dépenses

Nachteile

Le fait que la personnalisation de l'interface n'est pas assez avancée.

Vorteile

Great tool for basic accounting with a free plan available and great mobile app

Nachteile

Gets very expensive to activate advanced features

Vorteile

ZOHO has many other apps implementation and its able to customize according to our requirement.

Nachteile

Reporting format of Balance sheet and Profit loss in excel need to improve.

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Vorteile

i use Zoho books to balance so business books, I like the availability of the application on both Android and IOS devices, it's simple to use and the interface is so friendly

Nachteile

the application is doing well for me just that sometimes its too low when updating it

Vorteile

What I liked the most is its incredible ease of use. You don't need a PhD in accounting to understand it! Everything is designed so intuitively and clearly which impresses me a lot.

Nachteile

I should mention that the customization of the reports can be a bit limited. Sometimes, I find myself wishing that I could further tweak and customize them to exactly fit my needs. I feel like they could go a step further in this regard and allow us to have more control over reporting.

Vorteile

Zoho Books is an online accounting and invoicing software that offers a wide range of features at an affordable price. With this tool, users can manage invoices, payments, expenses, and time tracking all in one integrated platform. Zoho Books also offers integration with other Zoho services, such as CRM and Human Resources, which makes collaboration and project management easier. Additionally, the software allows for task automation and customization of templates and workflows, increasing efficiency and saving time in financial management.

Nachteile

Despite the extensive feature set that Zoho Books provides, some users can find the user interface to be too complex, and it might take some time to become accustomed to all the possibilities. In addition, integration with third-party services may be limited compared to other popular accounting software and more economical plans might not include certain sophisticated capabilities like inventory management and budgeting.

Vorteile

Zoho Books manages the small business by automation of business workflow.

Nachteile

Work done on zoho Books can be uploaded to the drive such as one drive or zoho workdrive.

Vorteile

Software easy for accounting, I like the templates that are easy to use to create finance report for sales

Nachteile

the software is expensive in case you are purchasing it once

Vorteile

Very useful for taxes, and invoice making even with CFDI invoice generation.
A great choice for small companies or independent professionals.

Nachteile

So far, no cons. I hope I do not need support since it seems to be non-existent.

Vorteile

What I liked the most is its simplicity and ease of use. As a user, I am not an accounting expert, but I can manage my accounting without any problems. I was able to easily and quickly track my income and expenses and generate financial reports in seconds.

Nachteile

Sometimes when I had a question or a problem, it took me a little while to get an answer or a solution. I wish the support was a little faster and more responsive.

Vorteile

Easy to send invoices and keep track of past payments and request for payments.

Nachteile

Invoices are not always easy to customize.

Vorteile

They seem to have an impressive array of apparently useful functions.

Nachteile

This is the most non-intuitive, difficult, cumbersome, obscure programme I have ever worked with. Example: even in deleting our account after wasting hours trying to become functional, the instructions seemed to be clear: Log in to your account. Click the user picture. Click My Account. In the account page, select the Preferences tab. Click Close Account in the left menu. Except THERE IS NO PREFERENCES TAB IN THE LEFT MENU. They forgot to tell you to click on Settings first, and THEN select Preferences. A perfect example of what to expect from the entire platform.

Vorteile

The Online Invoicing has great features such as personalizing invoices with their logo, colours, and fonts., plus you can also track invoice status and receive payments online

Nachteile

There are minor issues with Zoho Books, such as occasional glitches in the software or difficulty navigating certain features. However, these issues are generally minor and do not significantly affect the overall usability of the software.

Vorteile

The mobile app is great, doesn't make me want to scream or cringe. Everything feels as though it's exactly where I need it to be and in the order I'll be using it, mostly.Tons of options for reports and forms. Integrates with Zoho CRM. Time tracking and inventory tracking put some icing on the cake.

Nachteile

I do not like the time tracker, it only works through linking to a task. I have never been satisfied with Zoho support. Another thing people - there aren't many accounting partners to pick from. Ironic... and problematic.Zoho Books WAS priced so well that you couldn't beat it, however now they've hiked it up along side Everest.

Vorteile

Zoho Books is a cloud-based accounting software it offers invoicing, expense tracking, inventory management, and financial reporting. software has an easy user-friendly interface. It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and streamlining accounting tasks.It also has flexibility and customizability of Zoho Books. The software offers a range of integrations with other apps and services, such as payment gateways, CRM software, and project management tools.

Nachteile

Customer supprt and tech support isnt really upto mark nd even learning the software is a little difficult and it taes time and steep learning curve to gets hands on experience.

Vorteile

It had good customer service! When I was locked out of most of my online accounts, they were very helpful and let me get back in easily. The price is good compared to other accounting services, as low as $15 per month for simple accounting.

Nachteile

I wish it had auto-scan for free. Also, when you upload, it is difficult to add multiple documents to a single expense. This is because you can only add your uploads to a new expense.

Vorteile

Zoho Books is simple to use, clean, and not bloated a million other things like the other big name product. Also very reasonably priced. The free version is good for many small businesses.

Nachteile

I am trying to use the free version, and there are just a few little things that it won't let me do. Will probably need to switch to Standard, but even that is less than 1/2 of what we have been paying the other company...

Vorteile

The implementation and easy understanding of system makes the product a must have for small businesses.

Nachteile

Not much to complain about. The product is easy and great as is.

Vorteile

Gosto da facilidade de usar e do layout do programa. O zoho me oferece uma boa gestão de tempo em atividades.

Nachteile

Gostaria de ter uma maior integração com outros sistemas.

Vorteile

i like zoho books since it's very simple to use and am able to set up payment reminders for my staff through its payment gateways

Nachteile

the application to new users it seem to be very hard there is need to have online training basically on setting up