Small Business Accounting On-The-Go
March 07, 2017

Small Business Accounting On-The-Go

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Books

We used Zoho books to manage the finances of my small company. We only had 2 employees and wanted a simple tool which everyone could learn to use and access on-the-go. The ability to track expenses, and pull up details, while traveling is very useful when visiting clients. Also, the low-bandwidth needed made it easy to use a phone as a mobile phone as a tether.
  • Excellent performance with low bandwidth requirement.
  • Easy to use and learn - we did not have to spent hours figuring it out. It is very intuitive.
  • Sync bank accounts! Excellent feature which saved us a lot of time.
  • One fee, unlimited access. Better than some "cheaper" competition with hidden costs.
  • The cost is still on the high-side. If you just want to track your expenses and do not have a large turn-over an Excel spreadsheet might do.
  • Occasionally had problems logging in, but that seems to have improved.
  • Does not integrated with many third party applications.
  • 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 is ideal for a small business which has frequent monthly transactions, since managing those in a spreadsheet could get messy. It is also a good choice for a business which needs access to accounts on-the-go, especially in areas with poor/slow internet connection. However, if your business has limited transactions then you probably do not need Zoho Books. In addition, if you use POS software make sure ahead of time that Zoho can communicate with it.

Zoho Books Feature Ratings

Accounts payable
7
Accounts receivable
7
Cash management
7
Bank reconciliation
8
Expense management
7
Time tracking
8
Multi-currency support
Not Rated
Regulations compliance
Not Rated
Self-service portal
8
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Pricing
7
Order entry
7
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Dashboards
9
Standard reports
9
API for custom integration
7
Role-based user permissions
10
Single sign-on capability
10