Zoho Books, a Great option for SMB
Daniel Coburn | TrustRadius Reviewer
December 20, 2018

Zoho Books, a Great option for SMB

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Zoho Books

As a small business owner, I have kept books many ways. From spreadsheets to QuickBooks and now with Zoho Books I'm pretty happy. It offers almost as much functionality as QuickBooks but is less costly, and if you bundle it with Zoho One, it becomes a no-brainer. I use it to manage my accounts payable, invoices, bids, and printing checks. I'm a small shop doing consulting, but we are growing and will roll Books out to everyone that needs it in our company!
  • Bids.
  • Invoicing.
  • Connecting with banks for expenses.
  • Printing checks - they only offer one vendor and they are expensive compared to QuickBook alternatives.
  • Their interface for bids - retainers and applying them against income could be improved, but once you know how it's easy.
  • Their recurring fees don't seem to always work the way I'd want. But overall they work.
  • For a small business, it allowed me to operate much larger than I was.
  • With any software, when you need support, you're at their mercy. While they are in India they are generally pretty responsive, but sometimes it takes longer than I'd like.
  • Their software products are great, but I especially like how fully-featured Books was and how it is priced.
[QuickBooks and Zoho] are very comparable until you open your wallet. While they are both neck-and-neck with one another in features, QuickBooks does have the integration advantage. There are many more platforms that integrate with QB than Zoho Books. But Zoho has so many other software tools that they do integrate with, it really becomes a non-issue if you are fully on the Zoho platform.
If you are looking to start a business, I would recommend Zoho One that includes their CRM, signature tool, books, customer services, project management and much more. Given the fact that Zoho has low-cost alternatives to mainstream products that do as much if not more, I would recommend you look at Zoho Books and all of their products for your company. You'll be happy you at least considered them.

Zoho Books Feature Ratings

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