March 28, 2015
Score 9 out of 10
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.
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
Using Zoho Books
Like to use
Easy to use
Technical support not required
Quick to learn
Feel confident using