Zoho Books Reviews & Insights

Zoho Books is our primary accounting system and serves as a full ERP system for our small business. We have merged two companies recently and converted and integrated both companies and all our various sales channels on the same Zoho Books platform.

Company with multiple remote locations and multiple people that need to access accounting system. Company with multiple sales channels that need to have automated integrations to sync orders, shipments, inventory etc.

Zoho Books is used as our primary accounting software. We use the product to create quotes, send invoices, track payments and allow our clients to access their billing via our portal. We also use this to track our expenses. The Zoho Books solution helps solve the problem of using multiple sorftware to manage our business finances.

Zoho Books is very well suited for SME businesses. Scenarios faced such as having to look up client invoices manually, send statements, track quotations,etc are all solved with this software. It's Cloud based so you can simply setup your customer with portal access to provide a complete overview of all their business transactions with you. Also, you can automate recurring invoices and monthly statements.

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

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.

I do all the invoices and subscriptions for all our clients. We appreciated how easy it is to integrate Zoho Books with Zoho CRM. Multiple payment gateway options are very useful since we have clients in various countries. The creating products feature is very helpful, since we offer various services at different prices.

Creating invoices is easy once they are set up. Zoho Books work very well with Zoho Subscriptions and Zoho CRM. It would be great if there was an option where we could create different reminder emails, depending on why the invoice was not processed. Request for Payment Information is a great feature that is secure and our clients appreciate not having to give the information over the phone.

We transitioned from QuickBooks Enterprise to Zoho Books for our full accounting suite. We use for our monthly reporting, SO, PO, AR management.

For a company of our size, ~$10M revenue, ~1,500 customers in a B2B scenario, Zoho Books has worked really well. We are able to segregate roles and responsibilities between our accounting & customer service departments. We provide light manufacturing, so our accounting practices are less complex. For companies with heavy manufacturing, the integration with Zoho Inventory may make it challenging to incorporate.

We have implemented Zoho books six months ago. While I really like the solution as a hybrid between a business dashboard and an accounting and billing solution, the main issue supports. The level of support is near to none. People answering the support email are repeating apologies forever, asking the same questions in the loop, and bringing no answer to resolve issues other than copy-paste the help that is available online. The bank account fetch capacity, which is of great use suddenly stopped working with my bank and the PB is unresolved for months now. Pb is that billing and collection solutions, you sort of count on these to run the business... well Zoho, just can count on it.

Not really suited for any scenario as not reliable

We use ZohoBooks as our primary bookkeeping software for our restaurant. Three of us actively use it: Myself (owner//GM), our Business Ops Manager who does all bookkeeping, and our CFO. It has the functionality of all other bookkeeping software with the benefit of being cloud-based. I personally mostly use the reporting feature, as our bookkeeper does all the entries, and I find the reports are easy to manipulate.

We've been happy with Zoho Books but I understand that it might not work for everyone, especially if you're trying to connect programs to QuickBooks

Zoho Books is used for accounting, by us and some of our customers. And I use it myself for my personal administration, due to the low price and the functionalities they have to offer. Next to the fact that it's a great entry level piece of software. We can easy book with it from all our devices, and it's always accessible. Sadly this software is not known by many companies here in the NL, and if they did it would be a great asset.

It's a fully cloud based solution that's easy to manage and easy to use. It offers many options that competition also offer but for double the price. And due to the price it's really nice for small companies or zzp (freelancer). You can grant access to clients, and manage multiple projects.

Sadly when you have a bigger company and you want to integrate third party applications they miss a lot, in addition to the no payroll module. And some other features bigger companies would like to have.

Zoho Books is perfect for a small business like me, or for my customers (I work with small businesses 1-10 employees). It is flexible enough and quite inexpensive compared to other products on the market. It has a few flaws but nothing that cannot be worked around quite easily. It integrates pretty well with other Zoho products, which allow a small business to build an integrated infrastructure at a reasonable budget, by mixing Books, CRM, survey, etc. It is definitively my platform of choice when I give recommendations to customers.

Zoho Books is perfect for small businesses (1-25 employees) or home businesses. It is flexibly intuitive and easy to generate reports. I use it for my company as well as for providing bookkeeping to some of my customers. Having not tested it in a more complex financial environment, I am not sure I can comment on in performance there.

We use it to manage all financial transactions. It is used by people across the organization of a Professional Services company.

Zoho Books worked so hard to make the system all-inclusive and assumed that it must do everything automatically without thought on the part of the operator. Most recently the system credited this writer with being the author of some manual entries in a major account that caused a six-figure error that may take as much as half a day to correct if it can be corrected. Remember it is almost impossible to undo something that is not correct. If you need a true accounting system, this is not the system.