complete, cost effective, book keeping solution
May 03, 2021

complete, cost effective, book keeping solution

Markus Melton | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Zoho Books

The ability to raise invoices, sales orders and estimates and the information be shared with the CRM side of Zoho. We always had two systems and we had to enter data for customers twice. Using Books and CRM has really streamlined our customer data and also reporting and analysis tools .
  • The ability to integrate with Zoho crm and other suite of products.
  • This gives us a real benefit when adding or updating customer records to either system.
  • The one small snag we have is that we use worldpay but not the worldpay corporate payment system. If we were able to take worldpay payments and integrate that would be awesome but can’t win them all.
  • The transfer from my old bookkeeping was a little hard.
  • Zoho Books is a very solid accounting software that has the opportunity to be very customized. It has the ability to connect to many 3rd party software platforms and a large focus is put on automating business processes.
  • Zoho Books is an easy to use platform which makes accounting super easy to set up and manage. the best features are the integrations with other Zoho products such as CRM and Desk.
This tool has enabled us to customize our invoices due to which we easily get our payments. We do not have to put reminder but through its online payments option we are at ease. We are capable of carrying the quotations in very short span of time, because necessary information about the client has been already stored in its memory we just pick up and get started. Not only are we dealing efficiently in invoices but now we submit our bills through its banking finance services.

Do you think Zoho Books delivers good value for the price?

Yes

Are you happy with Zoho Books's feature set?

Yes

Did Zoho Books live up to sales and marketing promises?

Yes

Did implementation of Zoho Books go as expected?

Yes

Would you buy Zoho Books again?

Yes

Some features lack of depth in its functionalities as they give the impression that they are incomplete or half-way developed, so it is necessary to optimize some features already present in the software so that it can provide maximum performance and provide a real value to the software. It should be noted that there is a steep in the learning curve when using Zoho Books especially if you are a user who comes from using another accounting software, so you will have to get used to its workflow and operation.
i haven't had to deal with the support team at this moment. But I'd expect they would be a good support team and have answers to any and all of our questions if needed.
The biggest pro is that everyone can easily use Zoho Books. Secondly I would say Zoho Books is the world's best accounting software which is very helpful by helping me in managing money flowing in or flowing outside of our organization. It has played a key role in making our decision making power strong.

Zoho Books Feature Ratings

Accounts payable
4
Accounts receivable
4
Cash management
3
Bank reconciliation
2
Expense management
4
Time tracking
4
Multi-currency support
5
Regulations compliance
4
Self-service portal
4
Inventory tracking
3
Automatic reordering
3
Pricing
2
Order entry
3
Credit card processing
3
Cost of goods sold
3
Dashboards
2
API for custom integration
3
Role-based user permissions
1
Single sign-on capability
4