#1 most frequent
United States of America
32.8%8,148 installations of 24,824
What is Zoho Books?
Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows.
Categories & Use Cases
Media
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Top Performing Features
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.8
Cost of goods sold
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Category average: 8.5
Multi-currency support
The software supports transactions across multiple currencies.
Category average: 8.3
Areas for Improvement
Cash management
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
Category average: 8.4
Credit card processing
The software facilitates credit card processing.
Category average: 7.7
Automatic reordering
The software can be set up to automatically reorder a good when it falls below a certain threshold.
Category average: 6.7
Who Buys & Uses Zoho Books
#2 most frequent
India
12.9%3,213 installations of 24,824
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
7.9%1,951 installations of 24,824
Zoho Books - a streamlined way to manage accounting with various integrations
Use Cases and Deployment Scope
We use Zoho books to create and send invoices, keep track of expenses and tally everything for Sales Tax filing and documentation. It is a fairly comprehensive platform that covers all the use cases one needs to do bookkeeping for small and medium size enterprises. The Dashboard is also a quick and easy way to get a snapshot of the company's financial health.
Pros
- Invoicing automation
- GST Filing
- Expense Tracking
Cons
- Banking Integration
- Updating Payments Received
- Vendor Management
Return on Investment
- Accounting Manhours Saved
- Receivables are up
- Invoicing Turnaround time lessened
Usability
Alternatives Considered
Zoho Invoice, Razorpay Payment Gateway and Open Money
Other Software Used
Razorpay Payment Gateway, Zoho Invoice, myBiz by MakeMyTrip, Descript, Interprefy, Mapbox, Airmeet, Graphy, by Unacademy, Piktochart, Infogram, Metricool, Podpage, Spotify for Podcasters, Headliner
On the go accounting software is Zoho Books
Use Cases and Deployment Scope
The best accounting software with on the go ability to book keep the transactions, with the best customer support and they offer the best service on demand. The learning curve is lucrative to pass to next levels. The customisations offered are upto the mark and is often seen as an added advantage in using Zoho Books.
Pros
- Bills receivables with reminder of times
- Journalising the day to day transactions
- Purchase order preparations
- Accurate due dates matching
- Bank reconciliation Statement
Cons
- user interface customisation
- API service customisation
- integration with third party services
Return on Investment
- It allowed real time reporting
- It's accurateness allowed to be competitive
- It's friendly User interface is adorable
Usability
Alternatives Considered
ASAPPP IT Service Management, Apitally and 10 Minute Accounts
Other Software Used
Apitally, BlueTally, 10 Minute Accounts
Zoho Books is a great tool at a great value for small business
Use Cases and Deployment Scope
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.
Pros
- Integrations with other marketing channels
- Automation
- Customizable to your business specific needs
- Web based and fully usable by simultaneous users
Cons
- Bank Reconciliation process is a bit difficult to figure out
- Inventory Module being separate from Zoho Books but nearly identical is a bit perplexing
- Ability to create out of the box integrations with multiple Amazon Stores would be extremely helpful
Return on Investment
- ERP System and accounting system costs substantially reduced
- Employee Costs reduced due to automation
- Inventory shrinkage costs reduced
Usability
Alternatives Considered
QuickBooks Desktop Enterprise, QuickBooks Online and Salesforce CMS
Zoho Books- An affordable and reliable SME Accounting Solution
Use Cases and Deployment Scope
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.
Pros
- Track Expenses
- Consolidate Client Billing
- Invoicing
- Quotations
Cons
- Portal Customization
- Custom Fields could be easier to configure
- More South African Payment Gateways
Return on Investment
- Increased Customer Satisfaction with dealing with accounts by 30% in 6 months
- Improved Technican Time Log management, increasing profit margins with automated timers
- Mobile Application and Cloud based has reduced need for high powered finance servers.
Usability
Alternatives Considered
QuickBooks Online
Other Software Used
Zoho Desk, Zoho Creator, Zoho CRM
Longterm value
Use Cases and Deployment Scope
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
Return on Investment
- 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
Usability
Alternatives Considered
PayPal Payments Pro and Square Payments
