Longterm value
June 29, 2024

Longterm value

Trevor Gibbs | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Books

I find using Zoho books really helpful in keeping track of our billings, invoices, and payments. Having it built into the CRM saves us so much time and we can have it linked to the payment processor, this means we do not have to keep track to make off when invoices have been paid. That is a huge time saver for us

Pros

  • you can add separate billing entities if you need them
  • Keeping track of payments
  • Recurring billing
  • Create estimate for invoices
  • Bill for timing and projects is flexible

Cons

  • Linking to other platforms like outlook sending copies of invoices to emails that are not coming via zoom
  • Link to my bank to run accounting and payments verification
  • nothing else
  • Costs are really affordable to small businesses, even start up get to try it for free based on the number of clients and not just a few free days
  • can allow access to designated staff etc. which tracks all actions taken
  • Give reports direct to your accountant is a huge time saver
I found it easy to set up and use, you can start using from day one even if you have limited or no experience of running your books and accounts for your business. Zoho can offer all the main features of the more expensive accounting packages. If you have a book keeper they will find it has similar features to QuickBooks and more
equally comparable to other payment processing made online, the benefit of using Zoho is that it has so many other apps and tools that are easily integrated like Zoho Sign, e.g. for sending out quotes etc. but also can be connected via an API to many other commercial platforms and software. This makes Zoho really flexible for so many businesses

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?

I wasn't involved with the selection/purchase process

Did implementation of Zoho Books go as expected?

Yes

Would you buy Zoho Books again?

Yes

Books helped me to bill for 2 entities of my business, this is great when having a DBA in our company.
Books can help to bill internationally for foreign currencies, you can automate triggers based on actions completed to create workflows and response emails, etc. without having to log in to the system each time something happens. You get warnings of bills unpaid and paid.

Zoho Books Feature Ratings

8.7
Accounts payable
9
Accounts receivable
9
Cash management
Not Rated
Bank reconciliation
8
Expense management
8
Time tracking
8
Multi-currency support
10
Regulations compliance
Not Rated
Self-service portal
Not Rated
9.0
Inventory tracking
9
Automatic reordering
Not Rated
9.5
Pricing
9
Order entry
9
Credit card processing
10
Cost of goods sold
10
Payroll Management ()
Not Rated
9.0
Dashboards
9
Standard reports
9
7.0
API for custom integration
7
10.0
Role-based user permissions
10
Single sign-on capability
10

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