Zoho Books - Great, 2 Thumbs up
April 25, 2018

Zoho Books - Great, 2 Thumbs up

Scott French | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Books

We use Zoho Books as part of the Zoho One package, which integrates with our CRM, automatic billing subscriptions and holds our estimates, Purchase Orders and Inventory features.

Zoho has allowed us to have one system to work out of, and not have to constantly go back and forth between different systems that don't talk to each other.
  • The ZOHO System does a great job of utilizing one system for everything.
  • Zoho Books has a great auto billing feature that will charge your customer on a recurring schedule.
  • Tech Support is always the greatest
  • Zoho does a lot and can seem to be a little overwhelming
  • We have been able to show a position ROI with moving to ZOHO. Our monthly cost went down from our previous solution and it allowed us to have better cash flow management.
Quickbooks is the standard. ZOHO Books will give it a run for its money. Your accountant may not like the fact that you switch over to Zoho Books, but since it's completely web-based, you are able to give them access to your account easily.
Setting up the recurring transactions was very important to us. It has allowed us to run a rental side to our business without having to constantly remember when to charge our customers. ZOHO takes the guesswork out of it.

Zoho Books Feature Ratings

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