The All in One Accounting Solution for Business - Check Out Zoho Books
April 25, 2018

The All in One Accounting Solution for Business - Check Out Zoho Books

Nathan Sichilongo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Books

We use Zoho Books across the company to manage our accounting and invoicing with clients. It helps us know on a daily basis which clients are still owing us money, give us daily, monthly and quarterly sales and also manage our estimates that we send out. It is easy to log in and have various departments use it and administrators can have a holistic view of how departments and the company as a whole is doing.

Overall, it is what we swear by and use on a daily basis.
  • Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
  • The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
  • The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
  • Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
  • The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.
  • Invoicing can be a problem if you make a mistake on an invoice, only an administrator can correct this. While it is a good feature overall, we feel that it hinders us especially since a huge part of our business is invoicing.
  • Zoho Books doesn't connect automatically to our banking accounts which makes for a lot of manual work when applying for payments. It works well with online payments but not with offline payments.
  • While great for accountants, Banking and Reports does not give a full view or offer the best overview of company cash flow for administrators and managers.
  • The mobile Android app needs a design overhaul. Compared to its iOS counterpart, it lacks good design and functionality
  • 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.
  • QuickBooks
Zoho Books was an easy choice for us because of the features and smaller learning curve. Most of our staff have been able to come in and learn how to use it within hours versus the days it used to take to learn QuickBooks. Also being online, we are able to have real-time stats and analysis within Zoho Books from anywhere anytime.
Zoho Books is good for a company or organization that wants to keep track of invoices, payments, and cash flow. If you do not have a full-time accountant in your organization, it can work well as whenever you hire one or have someone check your books, the information they need will be there, provided it has been entered into Zoho Books.

It works as a one-man operation or a small team. For larger teams, it would depend on how much information needs to be input on a daily basis.

Zoho Books Feature Ratings

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