Zoho Books

Score9.1 out of 10

190 Reviews and Ratings

What is Zoho Books?

Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows.

Zoho offers a 14 day free trial.

Categories & Use Cases

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Order entry
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
Category average: 8
Standard reports
The software offers pre-built reports with metrics standard to the category.
Category average: 8.4
Accounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Category average: 8.4

Cash management
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
Category average: 8.2
Bank reconciliation
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
Category average: 8.4
Automatic reordering
The software can be set up to automatically reorder a good when it falls below a certain threshold.
Category average: 6.9

Anirudh Kaushik

Operations Head in Marketing at Pickle Jar Media (11-50 employees employees)

Use Cases and Deployment Scope

We use Zoho books to create and send invoices, keep track of expenses and tally everything for Sales Tax filing and documentation. It is a fairly comprehensive platform that covers all the use cases one needs to do bookkeeping for small and medium size enterprises. The Dashboard is also a quick and easy way to get a snapshot of the company's financial health.

Pros

Invoicing automation
GST Filing
Expense Tracking

Cons

Banking Integration
Updating Payments Received
Vendor Management

Return on Investment

Accounting Manhours Saved
Receivables are up
Invoicing Turnaround time lessened

Usability

Alternatives Considered

Zoho Invoice, Razorpay Payment Gateway and Open Money

Other Software Used

Razorpay Payment Gateway, Zoho Invoice, myBiz by MakeMyTrip, Descript, Interprefy, Mapbox, Airmeet, Graphy, by Unacademy, Piktochart, Infogram, Metricool, Podpage, Spotify for Podcasters, Headliner

Seerapu Nehemiah

Senior Accountant in Finance and Accounting at E2E Research Services Pvt. Ltd. (51-200 employees employees)

Use Cases and Deployment Scope

The best accounting software with on the go ability to book keep the transactions, with the best customer support and they offer the best service on demand. The learning curve is lucrative to pass to next levels. The customisations offered are upto the mark and is often seen as an added advantage in using Zoho Books.

Pros

Bills receivables with reminder of times
Journalising the day to day transactions
Purchase order preparations
Accurate due dates matching
Bank reconciliation Statement

Cons

user interface customisation
API service customisation
integration with third party services

Return on Investment

It allowed real time reporting
It's accurateness allowed to be competitive
It's friendly User interface is adorable

Usability

Alternatives Considered

ASAPPP IT Service Management, Apitally and 10 Minute Accounts

Other Software Used

Apitally, BlueTally, 10 Minute Accounts

Marcus Sorensen

CEO in Corporate at Blue Coolers (1-10 employees employees)

Use Cases and Deployment Scope

Zoho Books is our primary accounting system and serves as a full ERP system for our small business. We have merged two companies recently and converted and integrated both companies and all our various sales channels on the same Zoho Books platform.

Pros

Integrations with other marketing channels
Automation
Customizable to your business specific needs
Web based and fully usable by simultaneous users

Cons

Bank Reconciliation process is a bit difficult to figure out
Inventory Module being separate from Zoho Books but nearly identical is a bit perplexing
Ability to create out of the box integrations with multiple Amazon Stores would be extremely helpful

Return on Investment

ERP System and accounting system costs substantially reduced
Employee Costs reduced due to automation
Inventory shrinkage costs reduced

Usability

Alternatives Considered

QuickBooks Desktop Enterprise, QuickBooks Online and Salesforce CMS

Sanjay Singh View profile

Business Development Manager in Corporate at TrionTech (1-10 employees employees)

Use Cases and Deployment Scope

Zoho Books is used as our primary accounting software. We use the product to create quotes, send invoices, track payments and allow our clients to access their billing via our portal. We also use this to track our expenses. The Zoho Books solution helps solve the problem of using multiple sorftware to manage our business finances.

Pros

Track Expenses
Consolidate Client Billing
Invoicing
Quotations

Cons

Portal Customization
Custom Fields could be easier to configure
More South African Payment Gateways

Return on Investment

Increased Customer Satisfaction with dealing with accounts by 30% in 6 months
Improved Technican Time Log management, increasing profit margins with automated timers
Mobile Application and Cloud based has reduced need for high powered finance servers.

Usability

Alternatives Considered

QuickBooks Online

Other Software Used

Zoho Desk, Zoho Creator, Zoho CRM

Trevor Gibbs View profile

Founder in Corporate at Charity Revolution (1-10 employees employees)

Use Cases and Deployment Scope

I find using Zoho books really helpful in keeping track of our billings, invoices, and payments. Having it built into the CRM saves us so much time and we can have it linked to the payment processor, this means we do not have to keep track to make off when invoices have been paid. That is a huge time saver for us

Pros

you can add separate billing entities if you need them
Keeping track of payments
Recurring billing
Create estimate for invoices
Bill for timing and projects is flexible

Cons

Linking to other platforms like outlook sending copies of invoices to emails that are not coming via zoom
Link to my bank to run accounting and payments verification
nothing else

Return on Investment

Costs are really affordable to small businesses, even start up get to try it for free based on the number of clients and not just a few free days
can allow access to designated staff etc. which tracks all actions taken
Give reports direct to your accountant is a huge time saver

Usability

Alternatives Considered

PayPal Payments Pro and Square Payments

QuickBooks Online

FreshBooks

Xero

Zoho Books

What is Zoho Books?

Categories & Use Cases

Media

Key Features

Top Performing Features

Order entry

Standard reports

Accounts receivable

Areas for Improvement

Cash management

Bank reconciliation

Automatic reordering

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