Zoho Books – Bewertungsseite 4

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.

Vorteile

Zoho Books is the best source to create our invoices and it is the best financial reporting software in all over the world. The most significant thing about this software is that we can easily send all of our invoices and expenses and get paid online with out any problem. Moreover, Zoho Books is so easy to use and very convenient software. The another best thing about this software is that it is the best accounting financial management software because it is the most reliable software for accounting as compared to its competitors.

Nachteile

The most obvious difficulty that we faced while using this software is that there features are not much advanced as compared to its competitors because it cannot provide the great features of sending expenses and finance to the business companies. The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices. But still it is the best tool for business accounting.

Vorteile

It's very effective and efficient in its operations. Zoho Books perform splendid task as expected.

The BRS statement is also an amazing feature I enjoy mostly on this software as it prints clearly all required details as expected.

Nachteile

For the fact that the little shortcomings are prevalent regarding the usage of this software, its benefits cannot be outweighed.
The only problem i think is with this software is for the fact that you must be familiar with the accounting terms as a new user to be able to effectively use the function to the fullest benefits.
A learning or help pop ups when added to the features will be of help especially to new users

Vorteile

A true CRM tool for sales people with the tools the ability to give accountants information needed. You can provide invoicing and estimates for clients as well as get an overview of sales for the year, the month and other important information. We have been using Zoho for over 5 years and almost swear by it, especially in our line of business with integration with payment options, we can accept multiple payment options from clients without changing our workflow. Whether used on its own or used with the other suite of Zoho apps, Zoho Books is definitely a recommended tool for anyone starting out and looking for an affordable accounting/CRM solution.

Nachteile

Only administrators can adjust invoices once they have been sent which limits functionality for larger sales teams.
Cancelling an estimate or invoice even when in draft mode is not as straightforward as when you create one.
Mobile apps for Zoho Books is not as easy to use as the web app, if you are running a business, it is good for viewing sales at a glance but it is not ideal for CRM on the go.
There is a slight learning curve to use Zoho Books for accounts especially if you are coming from another accounting suite.

Vorteile

You can automate much of your purchasing and invoicing 'paperwork' process which is wasted time you can spend actually working on your business. It integrates easily with other Zoho products, QuickBooks and Google if you need it to.

Nachteile

While it is very easy to integrate with other zoho products like Zoho Expense it can sometimes be hard to understand how that integration is meant to work. Some best practice documentation like using Zoho Books and Zoho Expense would be great. For instance it took me a while to figure out that I needed to make sure I had chart of account line items in both. I assumed they would sync but they didn't. I had to go to expense and create the same custom line item I did in books. Not a big deal but it would have been helpful to know that I needed to do that. Customer Support can be very inconsistent. I've had very good experience with the chat support resolving my problems immediately. However, the ticket system and email can some times take days to respond. In particular, you don't have access to your support ticket so you don't know that it has been received or looked at, nor can you update it with any additional information.

Vorteile

Su simplicidad y la capacidad de integración con algunos servicios (Especialmente con Pay Pal) lo hacen una herramienta mas que recomendable. Como contador debo decir que si hubiese algunas funciones personalizadas para algunos países latinoamericanos sería perfecto.

Nachteile

Falta de integración con Sheets de Google.

Vorteile

Ease of use, Easy to setup. Great and simple GUI. Loaded with very useful features like Sales Approval Flows, Online Payment Integration, Document Attachments and many more.

Nachteile

Books is a significant bump up in price when Zoho itself provides a free version of the invoicing application called Zoho Invoice. Though compared to competitors Zoho Books is reasonable. There differentiation among their free counterpart (Zoho Invoice) is not very far apart.

Vorteile

Easy to use and great price, generally good customer services

Nachteile

Missing some QuickBooks functions
My wife is a act and she mentions a film things that it’s missing. Overall very good product

Vorteile

I think Zoho Books is on par with all the other bookkeeping software, but what is even better is how it integrates with all of the other Zoho products. I have had to integrate SFDC with ZenDesk and other solutions and what a pain! The fact that books integrate with their CRM with their Desk app is wonderful. This does everything you need from creating invoices to managing expenses and accounts. Very easy to use and full-featured. It is a definite must for small businesses that are looking for a robust affordable solution that might also need a CRM (look at zoho one).

Nachteile

With any bookkeeping software, there is a learning curve. Not always the easiest, but certainly worth it. Once you get all of your accounts set up you'll need to make sure you get all of your payment processes in place. Which is nice once it's ready because people can simply pay from click on an invoice. My only complaint would be how certain things don't flow as easily as I would like to start off with. But once you get it figured out it's pretty easy and will save you tons of head aches when time goes on.

Vorteile

Best Online Accounting Software with GST Integration.

Nachteile

It's Pricing is increasing every year. We need the lesser price.

Vorteile

Zoho Books makes our life so easier by managing all of our invoices and expenses and get ready your checks to get rid all of our our money easily. By using this efficient software, we cannot worried about our banks accounts, transactions problems and we can easily collaborate with our customer and accountant. Through the Zoho Books software, our payments integration is always great and fabulous. Zoho Books also have the reporting features which gives you complete reports of your sales, marketing and purchasing information at anytime.

Nachteile

This software is not so easy to use especially for the beginners is that they cannot easily handle the advanced payments and in this why they faced a lot of problems about the payments acceptance and invoices recurring. But otherwise it is best for the payment transaction, invoices recurring and expenses.

Vorteile

This is an efficient and affordable billing application. Serves all the basic needs and is capable of handling large data sets.

Nachteile

Customer or Product Support seriously needs to improve. Every customer needs a modification as per their business requirements and Zoho shall cater those changes actively.

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Vorteile

Easy to use tool and following features:
- Quick report generation
- Assign Shortcuts
- User friendly UX
- Cloud software: Easy to access
- Easy to integrate with other Zoho Tools
- Quick and regular updates

Nachteile

There is nothing to dislike in Zoho Books. But, won't be successful in big organizations with voluminous data

Vorteile

Se pueden hacer muchas automatizaciones y recordatorios para que los clientes te paguen. Pero lo más interesante es que se puede sincronizar con tu banco de tal forma que puedes puntear los movimientos y llevar el control 100% de las facturas. Si se te pasa una el programa de indica que te falta la factura para que de esta forma lleves un control total. Además luego puedes sacar más de 70 informes de ventas, clientes, proveedores, etc.

Nachteile

Es un programa de Facturación exclusivamente, es decir, no se hace la contabilidad, se pueden exportar las facturas e importar en algún otro programa contable. Hay un partner premium de Zoho que tiene hecha una integración con otro software para hacer la contabilidad 100% automatizada.

Vorteile

Mobile invoice creation. Allowed for sales team members to control full customer experience from introduction to close

Nachteile

Editing products (price, description, etc.) in the mobile app was basically not an option. Had to be done via laptop

Vorteile

I mostly like the Invoice creation and Expense tracking part of Zoho books. Without having much knowledge we can easily start using Zoho Books.I am also using it for the accounting purpose of my business and it provides a lot of options for reporting that are very helpful to get the business analysis.

Nachteile

Nothing at the moment. It working very well for me.

Vorteile

Customer support is excellent. Multiple currency features is good.

Nachteile

Some of the multiple currencies stuff - especially to do with bank accounts and payment methods - is a little clunky.

Vorteile

I use Zoho Books primarily for invoicing. The interface is clean and clear and user friendly, with improvements being made all the time. Thankfully improvements are made slowly and don't leave you to end up feeling like "where has my known and loved application gone?" The customer service is great - responsive and clear responses with no up-selling and fluff.

Nachteile

The payment plans are a little frustrating. The limits are on the number of contacts and as a business with lots of contacts and only one transaction often per contact it gets really expensive. I wish they could increase the number of contacts in the $9 plan as the step-up plan does not include anything else I need or want other than the additional contacts

Vorteile

I really like that Zoho Books covers the entire accounting process, from quickly creating invoices to efficiently automating business processes. It allows you to customize and schedule the sending of reports that make it easier to evaluate the performance of our financial processes. Integrations with other Zoho solutions is very simple, in addition to integrating with third-party platforms that complement and expand its versatility.

Nachteile

I consider that it is a very complete platform, the only thing is that it needs better documentation that makes it easier for new users to handle its functions more quickly.

Vorteile

Excellent/fast support. Interface can be fun to use and is quick to respond.
Development seems to be ongoing.

Nachteile

Lacks basic functions like deposit slip printing (and automatically transferring those funds to bank from Undeposited Funds), ability to pre-send recurring invoices, inability to set simple defaults such as default account to accept payment to (always need to manually select Undeposited Funds when accepting checks) and no running total in account ledgers such as Undeposited Funds (how are you supposed to find and fix errors, mistakes?)

Vorteile

I like Zoho books automated invoice follow-up options. It is effective and also allows for unique customization options , such as setting invoice reminder notifications on a loop and putting specified intervals between when a customer is last reminded about pending invoice, and when they are meant to be reminded again.

Nachteile

I have found the Zoho book smartphone application quite underwhelming, especially when sending receipts. I should say as well that , Zoho books is average when it comes to integrating with third party financial applications.

Vorteile

This is your all-in-one accounting system to cover all your business needs.

Nachteile

Learning curve is a bit typical initially but once you get the hang of it, it'd turn out to be an awesome application for your company.

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Vorteile

The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.

Nachteile

The customer service is absolutely appalling. In fact, it's not even fair to call it customer service because it's more like communicating with the abyss. No matter how many times you call or email, no one follows up - and if they do it's certainly not in a timely manner. They call you at ridiculous times and then email to say they called and to call them back. You call them back and no one is available. You leave a message for the agent to call you back and no one does.

Vorteile

Zoho Books maakt het makkelijk om offertes en facturen op te stellen en te verzenden. De documenten kunnen gepersonaliseerd worden om volledig in de huisstijl van het bedrijf te passen. Daarnaast kan Zoho Books online betalingen ontvangen voor de verzonden facturen, en is het makkelijk bij te houden welke facturen al betaald zijn en welke nog niet. Bovendien is het gemakkelijk dat Zoho Books integreert met je bankrekening, waardoor je betalingen die je via overschrijving ontvangt makkelijk kan linken aan facturen, alsook uitgaven kan opvolgen in Zoho Books.

Nachteile

Voor mijn doeleinden beschikt Zoho Books over alle functies die ik kan wensen in een boekhoudprogramma. Een betere mobiele applicatie zou wel welkom zijn. De huidige app is niet geweldig goed in gebruiksgemak en functieset.

Vorteile

Pros:

1. Reports. We needed to track our progress down every week and what better way it is than to view our reports. Zoho allows you to get a report for Sales Person, Items and Customer. It's detailed report on overdue invoices are great for us to pound the ones that need to pay.

2. Payment Reminders. Our invoices are always set in an open account. Therefore, we need an automated system to remind our customers about their due invoices. Works great for our collection!

3. Customer Service. They are always good at getting back to you. When no one is available to answer your call, tehy are going to call you back in less than 24 hrs. Their email support is also pretty quick they wont leave you hanging.

Nachteile

Zoho is good about getting a constructive suggestion done.

However, I wish they have an API integration with the system. Also with the Zoho Inventory along hte way, Im pretty sure they will be a perfect go-to software for our company.

Vorteile

the positive impact it has given to everything administrative Being able to access all the information in seconds to be able to serve my clients quickly

Nachteile

I think it has everything I need, it is very extensive and useful

Vorteile

Ease of use, the option for free account which is great for those first month's with few invoices, recurring invoices, smooth integration with Zoho inventory

Nachteile

All is great, we have all functionality we need so far

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Vorteile

This is quite a good option for keeping records. This software has excellent support to its users and gets updates on a regular basis that is they continue to add new features. In order to keep a view on the progress you can view automatically generated reports in a graphical representation which is very easy to understand. They will also give you payment reminders of invoices so that you won’t miss any post-dated activity.

Nachteile

I don’t even get the point that even I can modify the invoices in this software or not, if not then zoho should add this option and if yes than they should make it easy to understand by any user. They should also add the option of copy to store company’s data in the system because this option is not available we have to keep paper records instead. They should make it a cloud based software because when you change the system you should face the difficulty of transferring data.

Vorteile

User friendly with many features. It helps me a lot managing my company by showing my expenses and revenue. I can manage my taxes quickly, choose the currency, and link it to my bank account so I can follow up the transactions.

Nachteile

The bank account link isn't working well and it's had to tell when it's working or not.

Vorteile

Generating reports, and organizing billing and invoices are one of the best features of this software. Even newbies in your company can use this because it's friendly user. And the price is affordable.

Nachteile

Few improvements such as time-tracking for inputting invoices or billing so it can be monitored by others and duplicate data

Vorteile

Zoho has been a constant and ongoing headache since switching 3 years ago. Since then it has been an ongoing everyday headache. Support simply does not exist with this company. Support articles are 10 years old and do reflect the current software.

Nachteile

Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.

Vorteile

I'll preface by saying I came from the ancient times of Excel bookkeeping to Zoho. The Books app making invoicing, reconciling, collections, and all of the A/R tasks a breeze. Initially I had to do some exploring, get templates set up for all of our items, and test out the features I needed to use. Whenever I found an issue I couldn't resolve, our account rep was easy to contact and ever helpful. The ease of invoicing is my most favorite. I can create a single invoice or make it recurring. The invoice cloning feature is great so I don't have to input the same info over & over.

Nachteile

The one fatal flaw of Books, for me, was that importing my contacts from an Excel spreadsheet was a nightmare. My files were set up in a pretty standard format - name, company, title, etc., but Books just didn't translate to something so simple. I was incredibly disappointed in this as I can easily import to other software in no time. Importing took me hours and I still had to go in & make corrections. If not for that, I'd say this software is A++!

Vorteile

I love the way the whole book had everything all in one place. The reports are very easy to use and easy to manage balancing.

Nachteile

I have nothing negative to say about the whole book

Vorteile

Recurring Bills
Mass uploading of transactions
cloud based
transactional approval
Tax compliant
Live bank updates
Price list feature
comprehensive details for contacts
Reminders

Nachteile

Reconciliation of previous transactions: when there is a mistake in of the previous months reconciliation history, all other reconciliations has to be deleted till the date you want to make the change.
Does not support retail with multi-location. It means each location will have to be setup up as a separate company. There should be a location or class feature on each transaction and same should be reflected on the reports.

Vorteile

I mostly like the invoicing feature as I can set my work hours and then analyze them and making invoices to send to my clients. This way I can manage all my clients with their work hours and payments. Thanks to Zoho Books!

Nachteile

Sometimes I get hesitant on the banking fetching system. I am not sure it's me or Zoho who is creating those issues. Sometimes I see error data on the page.

Vorteile

- Phone based app & laptop s-ware are EZ to use.

Nachteile

Don't quite understand how to customize an invoice, save it & use it for monthly billing.

Sometimes, I have to play around with the invoice to get all of the detail needed to print. For example, it is not readily apparent how to display the dates for which each expense is incurred on the invoice.

Not having a copy of our company's data stored on our system makes me nervous so we keep paper back ups. Surely there is a better contingency plan of which we could take advantage.

Vorteile

That it integrates with Zoho Commerce . This is the reason I chose it

Nachteile

It is very expensive. But it is one of the only ones out there that works with a website

Vorteile

The workflows you can create are great and the support is quick to respond.

Nachteile

Like everything in the Zoho Suite, it is always at 80%. There are always things that don't work properly and bugs. The integration for Amazon Seller Central was not great.

Vorteile

Zoho books combines the functionality of traditional financial online software with the interconnectivity that we've come to expect from the Zoho brand. The colors pop, the organization, although unusual, is regular and consistent. Bill management is complete and comprehensive. Charts and graphs are auto-fill, antiquating the days of yore where manual input was required.

Nachteile

Zoho books suffers from the same problems that all Zoho apps suffer from, namely the haphazard interconnectivity issues that make a seamless user-end experience unlikely, and the discordant ways in which the left hand menu is organized. What is mistaken for a crisp, clean presentation quickly becomes an ivory eyesore as one frantically searches the interface, across all Zoho apps, for the single function input needed to get the entire operation running. Great for small business, but built by small minds. Expansive, creative use of the software is passively prohibited through presumptive task and structure assignments. Another empty room in the Zoho mansion.

Vorteile

User based access is possible and has good features.Fast implementation and easy to customise or add fields by yourself

Nachteile

For billing invoices, it's not possible to link Multiple Purchase Invoices to Sales invoices making it difficult to calculate line level margins

Vorteile

The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful

Nachteile

I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers

Vorteile

Zoho books is cloud based accounting software with many impressive features. Below are the pros of ZOHO Books

1. Zoho comes with many inbuilt accounting software features like inventory management, Payroll processing, Sales and Purchase booking etc.
2. Can be integrated with your online shoping websites like shopify, woocommerce and many more.
3. Automatc recurring expense booking like depreciation, monthly rent etc.
4. Zoho has rebust cloud technology and provides 99.99% downtime, also provides top security for your data protection.
5. In cloud based software there is negligible risk of data loss as service provider regularly takes backup of data.
6. Cloud based software are are far better than DOS based or windows based softwares.
7. Zoho books is available with reasonable price compared to other cloud based software.

Nachteile

1.As compared to Quickbooks online many features are missing.
2.Disadvantage of cloud based software is it becomes difficult to shift to windows based software as data can not be transferred easily.
3. Zoho attracts consumer by quoting very less fees for 1st year but from next years there is steep increase in charges.

Vorteile

The price was good with lots of features but you get what you pay for.

Nachteile

The technical support is terrible. We had broken bank feeds for over a month with no resolution. When the bank feeds would import they were missing transactions which causes a huge reconciliation nightmare. When dealing with the technical support they just said try to refresh your bank feeds. lol. Finally got them to escalate it but not sure if that will fix it. We are spending a huge amount of time trying to manually enter and clean up the bank records.

Vorteile

I use Zoho Books to keep track of the day to day running of my business from income, expenses, billing and reporting.

Nachteile

nothing that I can think of, it's a great product and continues to evolve with new features all the time.

Vorteile

Its free tier and that it is an online tool.

Nachteile

Documentation is a bit unclear for people new to managing finances.

In Betracht gezogene Alternativen

Vorteile

This product Hooks up easily to Zoho CRM. The product works almost fluidly with the CRM. it makes it easy to see each client payment and how much we have received each month. The information the books hold really helps for some financial reports. The Reports do make my life easier kindof. Books make it easy to bill clients and it keeps all the information in one place.

Nachteile

The Reports as mention in my pros are missing some really good information that is already there in the system. They want me to pay for Zoho reports, but to my understanding Zoho reports, I would still need to go in and set it up. In our business every month we have to pay out our salespeople. fist I'm not able to split commissions easily or add multiple salespeople to an invoice. second, if I look up sales by salesperson by month it gives me all invoices created in the month, not all invoice paid. We sell expensive web projects and could take months to close. so it is unhelpful for me to see monthly sales report because it is not correct. they also have a "payments received" a report that comes in Zoho books. This report gives me monthly sales but does not add the sales person to the report. So I build a report that takes 30 min to an hour top. I have asked them to fix this and they told me to get Zoho reports

Vorteile

Almost everything. ZohoBooks is quick and easy to use, I love the Stripe integrations and how easy it is to use Zapier to extend its capabilities by connecting it with other software. I've received calls from customers that use Quickbooks asking about the software we use to send invoices because its so easy to use!
I'll never use anything else to run my businesses. My CPA is working with it too now which makes it a super easy, integral part of my business.

Nachteile

I can't think of anything off the top of my head.

Vorteile

Zoho Book is a good software if you are starting out in a small business. What impresses me most about Zoho Book is the BRS statement. It's an excellent feature that prints all the required details very clearly, just as we intended. The automated bank flow is another feature that saves you a lot of time. The advantage of Zoho Books is that it can be linked to your online sales sites easily. 
 
Another positive aspect of Zoho Books is that its delivery always comes with many integrated functionalities such as stock management, sales and purchase booking, payroll processing, etc.

To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time. The customer support is also very responsive and usually fixes your worries.

Nachteile

The major problem with Zoho Book is that it is only practical with a small business. It is better to choose another software like Wave if your business is large. Finally, the other blockage is that Zoho Books is based on the Cloud so without a connection you can go and have a nice cup of hot coffee (LOL).

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Vorteile

I am a long time ZOHO user and I like the fact that all their products are integrated. You don't have to license everything you need at once. You can build it over time. I also like that you can add on other software through third parties to ZOHO Books.

Nachteile

using a plug in Forte you can process payments to vendors and refunds to customers. I wish that ZOHO Books would also enable paying of payroll tax - like QuickBooks. Perhaps this is something they are working on.

Vorteile

We have been using Zoho books for all our invoices billed, invoice creation, automatic invoice and over all finance work.

Nachteile

There is nothing which is bad about the software.