Zoho Books – Bewertungsseite 3

Vorteile

Ofrece una gran variedad de caracteristicas, como el seguimiento de la facturación, gastos, inventario, nomina, proyectos y otros. Además de ser altamente personalizable permitiendo crear y personalizar plantillas de facturas, presupuestos y otros documentos e integrarlos a otras aplicaciones.

Nachteile

Puede ser difícil ponerse en contacto con el soporte técnico. Además, aunque Zoho Books es personalizable, algunas opciones de personalización adicionales que no están disponibles y la gestión de inventarios y reportes son limitados.

In Betracht gezogene Alternativen

FreshBooks, QuickBooks Enterprise und Wave

Vorteile

o Zoho Books é baseado na nuvem, o que significa que você pode acessar seus dados de qualquer lugar, a qualquer momento, por meio de dispositivos conectados à Internet.

Nachteile

Tenho dificuldade em usar algumas de suas opções, precisaria cursos para tanto.

Vorteile

i like the ability of the software to manage clients online through clients patrol and making recuring invoices payments , its user interface is nice for me

Nachteile

the application needs some training before using it since somehow it challenges new users

Vorteile

i like the application features like setting up payment reminders through the payment gate ways, security for all users is also good

Nachteile

The dislike i have is that it limits number of vendors to reach according to the payments made and this sometimes affects work

Vorteile

I like that it has an unique feature like attaching receipts to my expenses and it is easy to understand when compared to other. The automation system was excellent.

Nachteile

The payment plans are little frustrating. It has more user restrictions and payroll service is not available.

Vorteile

Zoho Books is extremely easy to use. I love that I now have 1 place where I do all my invoicing and that I can customise the invoices to my own branding. I love that I can send the invoice to clients directly from the software and then have auto reminders go out to the clients as well as send a Thank you when I receive payment. I also love the ability to link it to my business bank account – so I can reconcile my invoices and transactions easily. Come tax season my accountant can easily access all the reports she needs for any period.

Nachteile

At first, it was a bit tricky to understand how to link up my bank account but eventually managed to figure it out.

Vorteile

Invoices are what I mainly do on Zoho Books, it's easy to use when requirements are in order and it has integrated easily into my government supported business, in PNG.

Nachteile

It too regulated and there more cons then pros to basic features like invoicing. I still use it though because of the professional look it has.

Vorteile

Invoice and billing options are good and we can accept the credit card payment and online payment, and auto generation of monthly invoice and we can set due dates so the system will send auto reminder for aged receivables to the tenant

Nachteile

when its come to reports like Financial reports and budget forecasting and other its bit difficult to analyze the report and it is bit confusing in Aged receivable report

Vorteile

Easy to implement and use, but wasn't happy with the functions.

Nachteile

Limitation of the functions and the customer service wasn't as expected.

Vorteile

It was a very simple platform with the initial configuration, its integration system is basic allowing all stored data to be safe and its accounting process is exact.

Nachteile

It has been a good balance in general without complications and without fatal flaws that cannot be resolved quickly

Vorteile

I have been using a single template for years and it's made my life very easy. It even creates the invoice and reminds me to send it.

Nachteile

I wish Zoho Books would automatically send the invoice for me but it's not a big deal. I just really like automation whenever possible.

Vorteile

Having 2nd factor authentication and many ways to retrieve transactions, as well as everything else you would need to keep your business functioning, are two features I particularly appreciate.

Nachteile

This is the trickiest part because I can't really think of anything I dislike; however, I do have some comment on the quality of customer support and the requirement of an internet connection.

Vorteile

It's so easy to use and it's it's suppported even on android devices,I like the online payment and invoices templates which are provided

Nachteile

The application is mostly very slow when updating it and in the process you may lose your data and in the due course costimg you a lot of time to wait while updating

Vorteile

i like its availability on both android and IOS devices,i manage customer invoices either online or by sending them mails its really working good for me.its also user friendly

Nachteile

the application limits the numbers of vendors and once you reach you limit you can not add unless you make payments first and this disturbs during the processes of using it

Vorteile

Amazing to have cloud access to an accounting application. Easy to use and carry out tasks on the go

Nachteile

Very limited customisation features when designing quotations and invoices

Vorteile

Simple and clean layout, easy to use and carry out functions

Nachteile

Invoice customisation is really lacking.

Vorteile

All the processes from generating invoices to extracting reports are made easier so that the maintenance of accounts becomes effective and efficient.

Nachteile

The data migration from our old software to Zoho was a bit difficult.

Vorteile

me ha encantado los recordatorios, las conexiones bancarias automáticas y la facilidad con la que se puede definir y automatizar la parte contable

Nachteile

Que en la presentación de impuestos, se necesita integrar con otros programas

Vorteile

Why businesses choose Zoho Books as their accounting softwareAccounting from start to finishWith Zoho Books, you can focus on your business instead of mundane accounting tasks.Collaboration is easyIn addition to logging time, viewing reports, and managing your accounts, colleagues and accountants can gain access to your organisation through role-based access.A platform that is integratedFrom wherever you are, you can manage and run every aspect of your business with Zoho's 50+ apps.

Nachteile

There is one thing I did not like, and that is there are no payment gateways from the same system, so you will have to create a business account in a payment gateway like Stripe

Vorteile

Zoho Books is an accounting software that provides the best experience when automating the accounting workflow. It has a great variety of tools that help enhance the process and I like how once the data has been imported, it only takes a few clicks to process payments and other billing options. Also, the option to manage all invoices is pretty beneficial, it allows me to keep track of all the payments that clients need to make and it provides a place where I can keep track of these invoices every month and know how much people owe our business; thanks to this feature, it also allows me to process payments differently, because I can have all the data in this single place and it makes it easier to integrate with many payment options so everything is done quicker, providing a nice experience for both ourselves as a business and for our clients. I like that Zoho Books is very user-friendly and it was not difficult to import all the data in order to start using it.

Nachteile

I think that the customer support is lacking a lot, it feels like they keep trying to be responsive but still, they do take a lot of time to get back to you once reached out. I don't like this part of the software because it does not feel like I can fully rely on them for help.

Vorteile

It was relatively easy to switch from the previous accounting software.

Nachteile

They do not fix old issues unless they are critical to the functioning of the software.

In Betracht gezogene Alternativen

QuickBooks Online und Xero

Warum Zoho Books gewählt wurde

Because Wave was bought by H&R Block and they decided NOT to support anyone outside of the USA anymore.

Zuvor genutzte Software

Wave

Gründe für den Wechsel zu Zoho Books

1 year free Zoho Books subscription offer through Wave Accounting to switch away from Wave.

Vorteile

As a whole, Zoho Books is an excellent tool for new businesses and organizations. It's an excellent choice. Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company's other products.

Nachteile

When a financial institution makes an update, Zoho Books takes a long time to make the change, making it difficult to keep track of all expenditures. Statement import instructions are out-of-date. Customer service is terrible; no one ever tells you when an issue will be fixed.

Vorteile

The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made.
I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee.

There is also an option for customers to pay online which makes it really easy to make payments.

In addition from the different modules you can customize fields to suit your needs at any point in time.

Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.

Nachteile

When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant.

When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios.

Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.

Vorteile

Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.

Nachteile

Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.

Vorteile

It does everything that I need it to do, and for far less than it's competition.

Nachteile

There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

In Betracht gezogene Alternativen

FreshBooks, Sage 100, Wave und Xero

Warum Zoho Books gewählt wurde

Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features - though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I'd expect it to.

Zuvor genutzte Software

FreshBooks, Sage 100, Wave und Xero

Gründe für den Wechsel zu Zoho Books

Functionality and cost. I used Quickbooks-Desktop for years, but the online software that's been developed more recently has too many advantages to keep using it. I also used Xero for a few years, and liked a lot of features - but it seemed geared for a different kind of business and lacked a few things I needed. Then I tried Quickbooks Online - it was barely within my budget, but I liked the features - but then they increased the price (significantly) after only one year of using it. But Zoho has really fit the bill - all the functionality I need, and at a price that's just a fraction of QBO's.

Vorteile

Zoho Books is easy for me to use and much easier for my clients to use when paying me. They've given me positive feedback about their invoicing experiences. It's also affordable, which was a huge deciding factor when I switched from another cloud invoicing program.

Nachteile

I wish I could see when a client has "viewed" my invoice. Also, I didn't realize that listing vendors on my expenses, such as Amazon, would count as "Contacts" and use up some of my slots. I'm glad I know now and I'm rectifying it.

In Betracht gezogene Alternativen

Wave

Warum Zoho Books gewählt wurde

FreshBooks raised their rates to outrageous levels and gave little advance notice about it. The software was glitchy and my clients were complaining about having difficulty paying. Their system went down at least once a week, which has fortunately not happened to me yet with Zoho Books. Although FreshBooks touts their live customer support, I encountered some rather cranky people there (they were probably fed up with getting calls about the humongous price increase). I'd rather interact with a helpful Zoho support person via chat than an unpleasant FreshBooks support person by phone.

Zuvor genutzte Software

FreshBooks

Gründe für den Wechsel zu Zoho Books

Although both Wave and And.co offer free versions, I found them harder to use (particularly Wave). Clients found Wave a bit glitchy and the software was not intuitive.

Vorteile

Online Invoice creation, Sending & Payment Collection, Invoice tracking, Inventory Mangement, Bank Reconciliation

Nachteile

Not anything in particular, But the option to send Invoices to Whatsapp would have been better if made available.

Vorteile

This software it's very easy to setup and start using it. Even the free version is very rich in functionality. Once you have set it up you can also install the mobile app to keep up with the business. You can even create customer on the mobile app, invoice them, recon payment and send statements. The recurring schedule invoice are such a great feature. You can even setup reminders for unpaid invoices. Month end you can pull reports and understand your business

Nachteile

The bank connection doesn't always work nicely, sometimes it delay to update and end up sending incorrect statements to customers.I wish the clone customer was also available on the mobile app.

Vorteile

-Zoho Books is an easy-to-use accounting app which displays all your financial information in a simple
format and a person with less or no knowledge of accounting can also use it.
-Zoho Books eliminates the need to manually enter data, lowering the risk of errors.
-With access control and audit trails, Zoho Books ensures data integrity and gives you complete control
over your business data.
-GST compliance is automatic with Zoho Books. The Government of India has named it the Best App in
the Business Category.
-Zoho Books integrates with other business applications, allowing you to access and work with your data
from a single place. Integrations are available with Zoho People, Zoho CRM, Zoho Projects, Zoho Reports,
and more.
-Zoho Books creates professional reports automatically to help you communicate your data effectively.
You can also personalize reports by filtering and organizing them to your preferences.
-Zoho Books saves all of your financial information in the cloud, where it can be quickly restored, so you
never have to worry about losing data.

Nachteile

-The app is appropriate for small and medium-sized businesses. It is incapable of managing complex
corporate processes.
- On weekends (Saturday & Sunday), the support crew is not available to help clients with their problems.
-The software doesn’t allow you to import contacts from your social media sites. It allows you to build
your client details through the inbuilt mail feature.
-There is no budgeting feature available.

Vorteile

I am a big fan of Zoho Books. For the same price of a QuickBooks subscription, I was able to purchase a license to Zoho One, which comes with dozens of other valuable apps (Zoho Forms, Zoho CRM, Zoho Survey, Zoho Social, Zoho Marketing Automation, Zoho Analytics, Zoho Sign, Zoho Meeting, Zoho Desk, Zoho Projects, Zoho Expenses, Zoho Recruit, Zoho Flow).

I did the math recently, and figured out that if I were to buy each of the Zoho applications I use from an equivalent competitor, I would be spending $600 more than the cost of a Zoho One subscription each month.

For Zoho Books in particular, it has all of the features I used in QuickBooks, plus easy-to-use workflow automations and integrations with the rest of the Zoho One suite. It's very helpful to be able to cross-reference Zoho Books data within their CRM for example.

Overall, I highly recommend Zoho Books, but encourage you to purchase the full Zoho One suite rather than Books as a standalone application.

Nachteile

I wish they had a few more payment processors available.

In Betracht gezogene Alternativen

FreshBooks, Wave und Xero

Warum Zoho Books gewählt wurde

For the same price as QuickBooks, I was able to get the full Zoho One Suite.

Zuvor genutzte Software

QuickBooks Online

Gründe für den Wechsel zu Zoho Books

Integration with Zoho One.

Vorteile

Zoho books has the ability to manage accounting in non-profit organizations. It also supports multi currency.

Nachteile

Does not really integrate with many third party apps. The reports does not allow for more customization.

Vorteile

I liked the following features of Zoho BooksUser-friendly interface with quick access to important featuresIntegrations with Zoho apps and third-party toolsAutomated invoicing and payment trackingMulti-currency supportBudgeting and financial reportingMobile app availableAffordable pricing, including a free planStrong customer support.

Nachteile

Along with Pros, these are the limitations I faced:Limited inventory management featuresLack of advanced project management featuresBasic time tracking functionalitySome features can be confusing for new usersLimited integrations compared to other accounting softwareLimited customization options for invoices and other forms.

In Betracht gezogene Alternativen

FreshBooks und QuickBooks Online

Gründe für den Wechsel zu Zoho Books

Its worth considering that we chose Zoho Books over alternative products due to its user-friendly interface, integrations with other Zoho apps, affordable pricing, and strong customer support. Additionally, the software's focus on automating invoicing and payment tracking is a major selling point for businesses looking to streamline these processes.

Vorteile

- Flexibility and integration abilities
- Low cost
- Offers dozens of reports from sales, purchases, receivables and payable
- Includes advanced reports like financial statements, Journal reports, General ledger and Trial balance
- Tracking Sales Tax abilities
- Excellent for mobile access like android and IOS apps

Nachteile

- It is very challenging to automate huge workflow
- Linking the software to bank account or credit card might be impossible as not all banks are supported

Vorteile

customer services are responsive and helpful, easy to use with a clean user interface, i like the ability to conduct payment online using payment gateway

Nachteile

The application in most cases when using android phones its too slow during updates and this effects activities

Vorteile

It is a great tool for beginners and has great option for invoicing. Very user friendly tool with great interface.

Nachteile

Zoho is great tool for accounting but when it comes to customization the support is narrowed. We are currently using Extensive Accounting Software which is similar to zoho with customization for our business needs.

Vorteile

Très facile d'utilisation, cela permet de suivre sa comptabilité facilement

Nachteile

Je ne vois pas d'inconvénients à ce logiciel

Vorteile

with zoho books you can manage customer invoices online or by mail, i like the ability to automate recurring invoices for customers, its so easy to use and it has clean user interface

Nachteile

The application is very difficult to learn for new users and in most cases its hard to learn how to handle invoices online

Vorteile

This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.

Nachteile

There are many features I didn't test because they are out of realm for my specific needs. I am sure for others they might be important but if these were "enabled as needed" rather than always there cluttering the interface that would be better.

Vorteile

very easy interface with Zoho CRM and integration with online payment capabilities in both US Dollars and Mexican Pesos

Nachteile

the multi currency feature is sometimes glitchy in reports

In Betracht gezogene Alternativen

QuickBooks Enterprise

Warum Zoho Books gewählt wurde

more functionality

Zuvor genutzte Software

QuickBooks Enterprise

Gründe für den Wechsel zu Zoho Books

much easier interface and the integration with a partner CRM program within ZOHO

Vorteile

zoho book is web based accounting system since it can be accessed from web browsers, i like the user interface, with the software am able to set up payment reminders through its online payment gateways to my clients

Nachteile

for now nothing i dislike about the software its working well for me and i recommend it

Vorteile

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Nachteile

I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.

In Betracht gezogene Alternativen

QuickBooks Enterprise

Warum Zoho Books gewählt wurde

Zoho Invoice was excellent at invoicing and tracking client expenses. However, I wanted a product that did more than those two things.

Zuvor genutzte Software

Zoho Invoice

Gründe für den Wechsel zu Zoho Books

I was already familiar with Zoho through the use of Zoho Writer and Zoho Invoice. It was easier to simply switch to Zoho Books, which had a familiar and pleasing user interface. Also, Zoho Books was a better buy for the money.

Vorteile

Love the customer portal! Our clients can use self service to manage their account with us and get all their invoice and payment records as well as access to documents like our T&Cs. The invoice generating is very quick and easy with lots of customisation and extra data collecting boxes. The app is reliable and easy to use with lots of functionality too. Retainer invoice function is great for us as we offer clients a promotion to top up their account in advance to receive discounts on future invoices so this works perfectly!

Nachteile

There is no auto connection to my particular bank yet so can't connect it all automatically as I did with my previous software however it allows for bulk uploads so you can still reconcile everything.

In Betracht gezogene Alternativen

Xero

Warum Zoho Books gewählt wurde

Lack of additional functions and reports weren't as relevant to our needs. Zoho Books came free with Zoho One plan and we were paying for Quickbooks so made sense to cut this cost.

Zuvor genutzte Software

QuickBooks Online

Gründe für den Wechsel zu Zoho Books

It was included in Zoho One plan

Vorteile

Till now, we haven't been able to get it to run for our business at all. They have failed to setup the software, its been 2 months since we bought Zoho books and they have failed to help us migrate our data. When we bought the tool we were promised that migration would be done for us. After waiting for 45 days, they replied saying you would have to migrate data yourself, here's the migration wizard. This migration wizard fails for unknown reasons. Since then following up since 3 days, no response.

Nachteile

One of the worst customer success I have ever experienced. 1. They forced us to buy 12 months subscription saying migration won't be done unless we pay2. After buying the tool, its been 2 months but the data hasn't been migrated yet. They have failed in the following counts1. Not delivering on promised timelines2. They don't reply till the time customers call them multiple time for resolution. 3. Even if the call connects we are asked to wait for a call back. This callback promise is not a gaurantee that someone would call. We had to wait for 2-3 days sometimes that too we got a callback when we again called the support channel4. Their migration team has not even started the import process and today its 2 months since we bought the subscription5. Alternatively, we were asked to utilize a migration tool. This migration tool fails for unknown reasosns. 6. Now we are forced to jump through hoops to just get our subscription up and running.

Vorteile

Zoho Books has a clean and intuitive interface that makes it easy to navigate and use, even for those without accounting experience.Zoho Books automates many time-consuming tasks, such as invoicing, payment reminders, and expense tracking, saving you time and increasing efficiency.

Nachteile

Zoho Books offers limited support options, which may be frustrating for users who require immediate assistance.Some users may find Zoho Books difficult to navigate and require some time to learn how to use all its features.

Vorteile

Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Nachteile

I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.

In Betracht gezogene Alternativen

QuickBooks Online und Wave

Warum Zoho Books gewählt wurde

Wave only allows for accrual-based accounting, which is severely limiting. Wave also makes some odd duplicate transactions when you're entering transfers and line items for invoices.

Zuvor genutzte Software

Wave

Gründe für den Wechsel zu Zoho Books

Zoho books has everything QuickBooks has at a much lower price. And Wave and And.co had too many limitations.

Vorteile

What attracted me first was the price was really reasonable for a startup like us. We compared with a lot of others and it was really what we were looking for in terms of feature, easy of use and ever all experience.

Nachteile

A bit of a learning curve in the beginning. Bank Reconciliation is a bit tricky. Other than that i love it.

In Betracht gezogene Alternativen

QuickBooks Online

Gründe für den Wechsel zu Zoho Books

Price and feature

Vorteile

Zoho Books is lightning fast-miles ahead of the competition if it comes to the speed of the software. The actual user experience is very close to the desktop software.
Another good feature is its customizability - you'll find a plethora of options with Zoho, obviously designed with advanced reporting tools that come with Zoho Suite in mind.
What's important - importing and exporting stuff from Zoho is also very simple - that comes in handy if you want to switch to another software from Zoho, you'll be able to do it-most counterparts allow you to migrate data only partly.
Importing journals-extremely important feature-works flawlessly.

Nachteile

No integrated payroll functionality - small flaw, as you can easily import journals from the software of your choice.
Average bank reconciliation - filtering records is difficult, custom sorting as well.
No itegrated CIS solution.
No reporting directly to HMRC.

Vorteile

The most important feature that every management is curious about are the REPORTS..!
I feel its very easy and user friendly to generate reports from ZOHO
The best part is that we can even schedule the reports to be sent to registered email address within specified intervals

Nachteile

The technical down time is an major issue that every software undergoes , but the customer support at Zoho has always been quick and keen to get the issues resolved at eye blink speed

Vorteile

It's easy to use if you're doing simple bookkeeping

Nachteile

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution.
If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks.
I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

Vorteile

Each and every one of our clients' billing and subscription needs are handled by me personally. We really liked how simple it was to link Zoho Books and Zoho CRM. Since our customers come from all over the world, having access to many payment gateways is invaluable. The creating goods function is quite beneficial, since we offer numerous services at different pricing.

Nachteile

Workflow and Invoice Personalization. One company's choice of languages for use with international clients.