Everhour vs. Zoho Books

It's great when you need precise billable hour tracking across multiple clients with different rates, integrated invoicing, and detailed project breakdowns. I would have liked to see regular security audits and/or a SOC report given the nature of the information that's being documented in the product. However, that may not be a huge deal depending on your organization.

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If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.

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• Integration with project management tools, like Trello, that makes the project management easier to do because you have metrics and statistics grouped on just one site.
• Metrics of expended time per user and per project makes decisions easier You can have all the data to support changes or decisions in the company, like rentability of certain type of products offered.
• The Everhour team is always evolving, so they always ask how you feel about everything and if anything is not working as expected. You are always surprised with new improvements that you didn't think could be useful but that end up adding value to your business.

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• Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
• The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
• The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
• Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
• The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.

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• Schedule filtering for Teams/Groups of people
• Expenses tracking system - if it will allow to track all fixed INs and OUTs inside the project (and track invoices based not only on time tracking but generated manually) it can replace our financial tool or make it more automated

• Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error.
• The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US.
• On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing.
• The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math."
• It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles.
• The software is used by so few people that there is concern that we might never find a skilled bookkeeper.

Everhour's overall usability is definitely one of its key strengths. The UI is intuitive and clean, making time tracking feel less "technical" than other solutions we've tried. Our entire team, including less tech-savvy contractors, found it easy to use.

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Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.

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In the almost 2 1/2 years we have had to contact support 1 time and it really was for a feature request. Their support team responded quickly and told us that the feature was going to be added in the next few months. We have had no support issues ever. I have never had a time tracking solution that has had no issues until Everhour.

The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.

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Originally, I was using Harvest and really liked its features. However, the Harvest invoicing system only pushes data into QBO, but doesn't check / sync invoice numbers or update for payment status, so it was resulting in duplicate invoice numbers and extra effort to update status in both places. So, I started looking for another solution. I tried a LOT of products. Everhour addressed the following issues I encountered from various other services:

• Bi-directional sync of invoices so records in QBO & Everhour always match (without having to load a bunch of extraneous records to either system)
• Start-stop timer
• Set budgets by project and client to easily monitor project status & profitability
• Allow all team members to track to projects they're following, even if not assigned to them
• Clean, modern interface (if I'm using it every day, it better be pretty and easy to use)
• Ability to edit time, and limit others' ability to edit their time (though we don't restrict time editing for our users)
• Doesn't require use of Projects in QBO in order to sync properly
• Doesn't try to take over invoicing or break QBO functionality

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We had a lot of problems with Exact Online, support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.

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• We're more aware on the investement of hours required in a project, not just the estimated hours but the actual time invested by every member of the team
• Everhour is a good tool to adequate the pricing to the actual investement of hours needed and to bill the clients when the actual time invested exceeded the estimated time
• The members of the team (and i'm speaking for myself too) are now more aware of how much it takes to complete a task. Having this in mind help us to organise our everyday and to know when we are free to take new clients

• Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
• Flexibility makes Zoho Books great!
• Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info