Zoho Hooks
Brandy Perez | TrustRadius Reviewer
March 28, 2015

Zoho Hooks

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Zoho Books

Zoho Books is currently being used by the management and accounting departments within our organization. We use Zoho Mail, and various Zoho applications and services. We love the idea of having all of our information in one place. We can simply update our CRM, and the information automatically transfers through to our books for accurate, up-to-date invoicing. There is no more need to check and edit various sites when changes are made to our clients' information. That integration feature is a very convenient and appreciated time saver.
  • The dashboard gives a lovely overview of all things finance. Its a great at-a-glace way to track your financial health and waves.
  • Recurring invoices. 'Nuff said. Before discovering this feature, I dreaded the monthly invoices. This feature has cut my invoicing time in half. Maybe even more. Fantastic!
  • Timesheets from Zoho Projects can also be integrated into the invoicing process. Which cuts back on the website switching and transering of information. Its all in one place here!
  • A faster, cleaner interface would be great. The ability to quickly edit client info without being taken to a new page would speed up the process.
  • Zoho Books has increased efficiency and the ease of tasks at hand.
We made the switch from Quickbooks to ZohoBooks because of the CRM integration. Though Zoho Books has proven to be less hectic and less of a search when it comes to finding the needed features. In other words, its very user friendly! Everything is set up in a very simple, easy to use way.
I think any company that is already operating off of Zoho mail or other Zoho applications would appreciate this more than others. It has about all the same features as other book keeping sites, but the convience of having a one stop shop for all business needs is the big appeal to Zoho Books.

Zoho Books Feature Ratings

Accounts payable
9
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
10
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
10
Cost of goods sold
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
10
Standard reports
Not Rated
Custom reports
9
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
10
Single sign-on capability
10

Using Zoho Books

Super easy to use!
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Invoicing
  • Reports
  • Receiving payment
  • Quickly updating client info.