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39 Ratings
39 Ratings
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Score 8.7 out of 101

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Likelihood to Recommend

Zoho Books

Zoho Books is good for a company or organization that wants to keep track of invoices, payments, and cash flow. If you do not have a full-time accountant in your organization, it can work well as whenever you hire one or have someone check your books, the information they need will be there, provided it has been entered into Zoho Books. It works as a one-man operation or a small team. For larger teams, it would depend on how much information needs to be input on a daily basis.
Nathan Sichilongo profile photo

Feature Rating Comparison

Customization

Zoho Books
8.7
API for custom integration
Zoho Books
8.7

Security

Zoho Books
8.9
Single sign-on capability
Zoho Books
8.6
Role-based user permissions
Zoho Books
9.1

Reporting & Analytics

Zoho Books
8.9
Dashboards
Zoho Books
9.2
Standard reports
Zoho Books
8.4
Custom reports
Zoho Books
9.0

General Ledger and Configurable Accounting

Zoho Books
8.0
Accounts payable
Zoho Books
8.7
Accounts receivable
Zoho Books
8.7
Cash management
Zoho Books
8.6
Bank reconciliation
Zoho Books
7.9
Expense management
Zoho Books
7.6
Time tracking
Zoho Books
6.6
Multi-currency support
Zoho Books
7.6
Regulations compliance
Zoho Books
7.7
Self-service portal
Zoho Books
9.0

Inventory Management

Zoho Books
6.6
Inventory tracking
Zoho Books
7.7
Automatic reordering
Zoho Books
5.6

Order Management

Zoho Books
8.2
Pricing
Zoho Books
8.4
Order entry
Zoho Books
7.7
Credit card processing
Zoho Books
7.9
Cost of goods sold
Zoho Books
8.7

Accounting Firm BPO Features

Zoho Books
8.5
Branded client dashboards
Zoho Books
8.9
Single sign-on
Zoho Books
8.2

Pros

  • 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.
Nathan Sichilongo profile photo

Cons

  • Invoicing can be a problem if you make a mistake on an invoice, only an administrator can correct this. While it is a good feature overall, we feel that it hinders us especially since a huge part of our business is invoicing.
  • Zoho Books doesn't connect automatically to our banking accounts which makes for a lot of manual work when applying for payments. It works well with online payments but not with offline payments.
  • While great for accountants, Banking and Reports does not give a full view or offer the best overview of company cash flow for administrators and managers.
  • The mobile Android app needs a design overhaul. Compared to its iOS counterpart, it lacks good design and functionality
Nathan Sichilongo profile photo

Usability

Zoho Books10.0
Based on 1 answer
Super easy to use!
Brandy Perez profile photo

Alternatives Considered

The very easy to read dashboard, the clear categorization, the customization features, the easy learning curve and the seamless integration with other Zoho products (that we use a lot and frequently) are for our company the reasons why we favored Zoho books over other bookeeping solutions. The pricing also was a big factor in our decision.
Mehdi Aherraki profile photo

Return on Investment

  • The best part is accessing it anywhere from any device.
  • Actually, I did not see any negative impact of Zoho Books since I've used it.
  • I would like to set the prices to my items in different currencies.
Ramin Sultanov profile photo

Pricing Details

Zoho Books

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Zoho Books Editions & Modules
Zoho Books
Edition
Basic
$9
Standard
$19
Professional
$29
Additional Pricing Details
Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get two months off (Basic - $90, Standard - $190, Professional - $290)