Zoho Books

Zoho Books Reviews

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Ratings and Reviews
(1-24 of 24)

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Markus Melton | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Zoho Books is a very solid accounting software that has the opportunity to be very customized. It has the ability to connect to many 3rd party software platforms and a large focus is put on automating business processes.
  • Zoho Books is an easy to use platform which makes accounting super easy to set up and manage. the best features are the integrations with other Zoho products such as CRM and Desk.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Streamlined the sales-production-billing workflow
  • More accurate billing to each individual client based on expense reports and cost sheets
  • Faster billing and invoicing overall
Mike Koolwijk | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • I was able to cut my costs for a more complete and easy to use tool.
  • Many transactions, and accounting tasks on 1 platform, reduction in time by a lot.
  • Clients can pay without leaving your website (less drop-off, better conversions).
March 04, 2020

Zoho Books Review

Score 1 out of 10
Vetted Review
Verified User
Review Source
  • It has caused significant harm to our business because you just cannot trust the numbers.
  • The adverse impact has been complicated enough that plans are underway to reverse the bad decision that led to the installation of this system in a 25-year-old business approximately 8 months ago.
Cedric Haynes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Integration with our payment gateway has improved customer payment experience and reduced outstanding billable accounts.
  • Mobile time tracking has captured more billable time for improved revenue.
Daniel Coburn | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • For a small business, it allowed me to operate much larger than I was.
  • With any software, when you need support, you're at their mercy. While they are in India they are generally pretty responsive, but sometimes it takes longer than I'd like.
  • Their software products are great, but I especially like how fully-featured Books was and how it is priced.
Mehdi Aherraki | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • The price is very good for all the features across platforms.
  • Very easy learning curve (no need for extra training to use the software our new employees and people that never used such program managed to learn very quickly).
  • It is updated and maintained regularly (features addition and tweaking).
Miguel Useche | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • It's helped the organization to save time on internal processes, so employees can focus on business problem and not workflow problems.
  • Their application includes some custom features that help to maintain the organization's workflows, so the app adapts to the organization and not vice versa
Nathan Sichilongo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Zoho Books has streamlined our workflow between departments and accounts as we are able to enter and see accounts receivable and payable in real time. This has helped us spend less time following payments and focusing on improving our service delivery.
  • Zoho Books has also helped us cut costs and have more people in the know about sales and accounts.
  • We have been able to reduce invoicing time by half as it is easy to log in and create an invoice using a standard template and follow-ups can be made to payments. All the while accounts and sales, as well as marketing departments, can follow at what stage a potential sale has reached.
Stephen Lalla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • It's greatly eased payment processing from clients who pay electronically.
  • Being cloud based it's made it possible for us to use virtual assistants.
  • With automated a/r past due reminders - that's saved hours a month.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Ability to access accounts anywhere is a huge plus and saves time.
  • Low cost is key. There is some very expensive software out there and a CPA can be too expensive for many small businesses.
  • Integration with more third party apps would increase productivity. All depends on what you use.

Zoho Books Scorecard Summary

Feature Scorecard Summary

Customization (1)
58%
5.8
API for custom integration (14)
58%
5.8
Security (2)
68%
6.8
Single sign-on capability (19)
76%
7.6
Role-based user permissions (22)
60%
6.0
Reporting & Analytics (3)
80%
8.0
Dashboards (23)
70%
7.0
Standard reports (21)
80%
8.0
Custom reports (1)
90%
9.0
General Ledger and Configurable Accounting (9)
67%
6.7
Accounts payable (22)
71%
7.1
Accounts receivable (22)
71%
7.1
Cash management (22)
65%
6.5
Bank reconciliation (21)
65%
6.5
Expense management (22)
68%
6.8
Time tracking (15)
62%
6.2
Multi-currency support (14)
73%
7.3
Regulations compliance (13)
62%
6.2
Self-service portal (16)
69%
6.9
Inventory Management (2)
68%
6.8
Inventory tracking (13)
68%
6.8
Automatic reordering (8)
67%
6.7
Order Management (4)
67%
6.7
Pricing (19)
61%
6.1
Order entry (18)
70%
7.0
Credit card processing (19)
69%
6.9
Cost of goods sold (18)
66%
6.6

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.

The vendor offers a 14 day free trial.

Zoho Books Features

General Ledger and Configurable Accounting Features

  • Supported: Accounts payable
  • Supported: Accounts receivable
  • Supported: Cash management
  • Supported: Bank reconciliation
  • Supported: Expense management
  • Supported: Time tracking
  • Supported: Multi-currency support
  • Supported: Regulations compliance
  • Supported: Self-service portal

Inventory Management Features

  • Supported: Inventory tracking
  • Supported: Automatic reordering

Order Management Features

  • Supported: Pricing
  • Supported: Order entry
  • Supported: Credit card processing
  • Supported: Cost of goods sold

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports

Customization Features

  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability
  • Supported: Multi-factor authentication

Additional Features

  • Supported: Mobile Apps - iOS, Android, Windows and also iPad and Windows Surface app
  • Supported: Recurring transactions like invoices, estimates and bills
  • Supported: Automated workflows - Setup triggers for instant mail notification and field updates in the invoice, estimates, sales order and credit note modules
  • Supported: Zoho CRM Integration - A powerful combination of accounting and crm information is available to users to manage end-to-end customer relationship

Zoho Books Screenshots

Zoho Books Videos

A customer testimonial about Zoho Books
An 2-min overview of Zoho Books

Zoho Books Integrations

Zoho Books Competitors

Zoho Books Pricing

More Pricing Information

SaaS Editions Pricing
Pricing DetailsTerms
Standard$15Per Organization/Month, Billed Annually
Professional$40Per Organization/Month, Billed Annually
Premium$60Per Organization/Month, Billed Annually
Free$0For businesses with turnover <50K USD per annum

Zoho Books Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesUnited States, United Kingdom, Canada, Australia, India, UAE, South Africa & Global edition
Supported LanguagesEnglish, Dutch, Spanish, French, Portuguese, Italian, Netherlands, Chinese, Japanese, Swedish

Frequently Asked Questions

What is Zoho Books's best feature?

Reviewers rate Standard reports highest, with a score of 8.

Who uses Zoho Books?

The most common users of Zoho Books are from Small Businesses and the Information Technology & Services industry.