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Wat is Zoho Books?

Zoho Books is een online boekhoudsoftware waarmee je moeiteloos de inkomende en uitgaande geldstromen van je bedrijf kunt beheren. Beheer je klanten en facturen en hou de onkosten onder controle. Registreer, controleer en vereffen je bankrekeningen en transacties en werk in realtime samen met je boekhouder. En het belangrijkste: Zoho Books helpt je om betere en beter onderbouwde beslissingen te nemen en de grip op je bedrijf te houden.

Wie gebruikt Zoho Books?

Voor freelancers en het MKB.

Waar kan Zoho Books worden geïmplementeerd?

Cloudgebaseerd
On-premise

Over de leverancier

  • Zoho
  • Opgericht in 1996

Ondersteuning voor Zoho Books

  • Telefonische ondersteuning
  • Chatten

Beschikbaar in deze landen

Afghanistan, Albanië, Algerije, Amerikaans-Samoa, Amerikaanse Maagdeneilanden en nog 224 andere

Talen

Chinees, Duits, Engels, Frans, Italiaans en nog 5 andere

prijzen van Zoho Books

Beginprijs:

US$ 12,00/maand
  • Ja, heeft een gratis proefversie
  • Ja, heeft een gratis versie

Zoho Books heeft een gratis versie en biedt een gratis proefperiode. Zoho Books heeft een betaalde versie vanaf US$ 12,00/maand.

Prijsmodellen vraag een gratis proefversie aan

Over de leverancier

  • Zoho
  • Opgericht in 1996

Ondersteuning voor Zoho Books

  • Telefonische ondersteuning
  • Chatten

Beschikbaar in deze landen

Afghanistan, Albanië, Algerije, Amerikaans-Samoa, Amerikaanse Maagdeneilanden en nog 224 andere

Talen

Chinees, Duits, Engels, Frans, Italiaans en nog 5 andere

Video's en afbeeldingen van Zoho Books

Zoho Books Software - 1
Zoho Books Software - 2
Zoho Books Software - 3
Zoho Books Software - 4
Zoho Books Software - 5
Nog 6 andere bekijken
Zoho Books-video
Zoho Books Software - 1
Zoho Books Software - 2
Zoho Books Software - 3
Zoho Books Software - 4
Zoho Books Software - 5

Functies van Zoho Books

  • Aanpasbare facturen
  • Aanpasbare velden
  • Administratie
  • Afstemmen van inkooporders
  • Audittrail
  • Balans en winst- en verliesrekening
  • Beheer van ontvangstbewijzen
  • Belastingaangifte
  • Belastingbeheer
  • Belastingberekening
  • Betalingen verwerken
  • Btw-beheer
  • Budgettering/prognoses
  • Cashbeheer
  • Centrale boekhouding
  • Compliancebeheer
  • Consolidering/rollup
  • Contactenbeheer
  • Contactendatabase
  • Controle van goedkeuringsbeheer
  • Crediteuren
  • Debiteuren
  • Debiteurengrootboek
  • Factureerbare en niet-factureerbare uren
  • Facturen opstellen
  • Factureren
  • Facturering op terugkerende basis en op abonnementbasis
  • Factuurbeheer
  • Factuurgeschiedenis
  • Factuurverwerking
  • Financieel beheer
  • Financiële analyse
  • Financiële verslaglegging
  • Gegevens importeren en exporteren
  • Grootboek
  • Herinneringen
  • Inkooporderbeheer
  • Integraties van derden
  • Klantenverhalen
  • Kostenbeheer
  • Leveranciersbeheer
  • Meerdere valuta's
  • Mobiele betalingen
  • Naleving van fiscale wetgeving
  • Offertes
  • Onkosten bijhouden
  • Online betalingen
  • Online facturering
  • Projectadministratie
  • Provisiebeheer
  • Rapportage en analyse
  • Rapportage en statistieken
  • Realtime data
  • Roosterbeheer
  • Taakbeheer
  • Tijd en onkosten bijhouden
  • Toetsing van bankgegevens
  • Transactiebeheer
  • Vertrouwensadministratie
  • Verwerking van ACH-betalingen
  • Voor de AEC-sector
  • Voor kleine bedrijven
  • Voor vastgoed
  • Voorraadbeheer
  • Winst- en verliesrekening
  • Workflowbeheer

Alternatieven voor Zoho Books

Pipedrive is een eenvoudig te implementeren CRM-softwaretool waarmee je je kunt concentreren op de activiteiten waarmee deals worden gesloten. Meer informatie over Pipedrive
Boekhoudprogramma dat ondersteuning voor meerdere monitors en achterstallige stempels biedt door een verbeterde cashflow.
Odoo Accounting biedt banksynchronisatie, automatische facturen, periodiek factureringsbeheer, afstemmingen en meer.
Urenregistratie van werknemers met mobiele toepassing en GPS. Bekijk in realtime wie waar en aan welke projecten werkt. Eenvoudige integratie met payroll.
NetSuite software vereenvoudigt het realtime databeheer, zoals transacties, crediteuren/debiteuren, financiële afsluiting etc. Meer informatie over NetSuite
Stuur facturen voor projecten en klantuitgaven, ontvang betalingen en volg de algemene gezondheid van je bedrijf op een snelle en efficiënte manier.
Al je rekeningen worden automatisch bijgewerkt. Volg betalingen, verkopen, uitgaven en alle andere rekeningen in realtime met Holded.
Eenvoudig te gebruiken oplossing voor online facturering en tijdregistratie vanaf $ 15 per maand. Sluit je aan bij de 24 miljoen mensen die FreshBooks nu al gebruiken.
QuickBooks Online biedt boekhoudsoftware en een app voor kleine bedrijven waarmee je je bedrijf altijd en overal kunt beheren.

Reviews over Zoho Books

Gemiddelde score

In totaal
4,4
Gebruiksgemak
4,4
Klantenservice
4,2
Functies
4,3
Prijs-kwaliteitverhouding
4,4

Reviews op basis van bedrijfsgrootte (werknemers)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Kelvin
Director Technical Services
Geverifieerde LinkedIn-gebruiker
Managementconsulting, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Zoho Books is a very easy program to setup and use. Not a lot of modifications required.

5,0 4 jaar geleden
Bijschriften in het Nederlands beschikbaar in de videospeler
Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Mediaproductie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Gemakkelijke boekhouding voor zelfstandigen

4,0 2 jaar geleden

Opmerkingen: Zoho books is reeds meer dan een jaar mijn primaire boekhoudssoftware, en het vergemakkelijkt de boekhouding erg.

Pluspunten:

Zoho Books maakt het makkelijk om offertes en facturen op te stellen en te verzenden. De documenten kunnen gepersonaliseerd worden om volledig in de huisstijl van het bedrijf te passen. Daarnaast kan Zoho Books online betalingen ontvangen voor de verzonden facturen, en is het makkelijk bij te houden welke facturen al betaald zijn en welke nog niet. Bovendien is het gemakkelijk dat Zoho Books integreert met je bankrekening, waardoor je betalingen die je via overschrijving ontvangt makkelijk kan linken aan facturen, alsook uitgaven kan opvolgen in Zoho Books.

Minpunten:

Voor mijn doeleinden beschikt Zoho Books over alle functies die ik kan wensen in een boekhoudprogramma. Een betere mobiele applicatie zou wel welkom zijn. De huidige app is niet geweldig goed in gebruiksgemak en functieset.

Tracey
Tracey
Director in VK
Geverifieerde LinkedIn-gebruiker
Managementconsulting, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Intuitive and comprehensive accounting software, ideal for small businesses

5,0 3 jaar geleden

Opmerkingen: Excellent software - use it daily to keep my records up to date, invoice customers and process payments. Couldn't recommend it more highly.

Pluspunten:

Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.

Minpunten:

Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.

Krishna
Krishna
Human Resources Generalist in VS
Geverifieerde LinkedIn-gebruiker
Ziekenhuis- en gezondheidszorgbranche, 5.001-10.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

It's an excellent internet service for small businesses

4,0 2 jaar geleden

Opmerkingen: In general, Zoho Books is the finest accounting software for start-ups and small businesses. The following functionalities are included in this simple to use application: Assign Shortcuts, Create Quick Reports a UX that is easy to use, Software as a service (SaaS): It's simple to use and integrates well with the rest of the Zoho suite. Updates that arrive quickly and on a frequent basis.

Pluspunten:

As a whole, Zoho Books is an excellent tool for new businesses and organizations. It's an excellent choice. Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company's other products.

Minpunten:

When a financial institution makes an update, Zoho Books takes a long time to make the change, making it difficult to keep track of all expenditures. Statement import instructions are out-of-date. Customer service is terrible; no one ever tells you when an issue will be fixed.

Cassi
Operations & Finance Director in VS
Gezondheid, wellness en fitness, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

It's easy to use but that's as far as it goes

2,0 6 jaar geleden

Opmerkingen: The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again. If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Pluspunten:

It's easy to use if you're doing simple bookkeeping

Minpunten:

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution. If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks. I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

Mohamed
manager in Egypte
Administratie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

"A full accounting app at a very good subscription price!"

4,0 3 maanden geleden

Opmerkingen: The best thing that has happened to me is the ease with which I can now complete all accounting activities with Zoho Books. To be honest, I dislike accounting because of the amount of number management that is needed. It has, however using Zoho Books makes things lot simpler to do. For creating accounts receivable, it has been my savior because it is incredibly safe and you can be sure that the data you enter won't be compromised.

Pluspunten:

One of the easiest interfaces for creating estimates and invoices is Zoho Books. It gives enterprises flexibility by enabling the creation of estimates with and without GST. The main benefit is that it offers a range of plans at reasonable prices to accommodate diverse business needs.

Minpunten:

Reports and invoice customisation in Zoho Books is limited. While integrating Zoho Book with other ZOHO apps is simple, doing so with other apps can be difficult. Data migration is quite difficult for businesses with a lot of data.

Dedre
Dedre
Owner in Zuid-Afrika
Geverifieerde LinkedIn-gebruiker
Kunst en nijverheid, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Very powerful accounting platform

4,0 vorig jaar

Opmerkingen: Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses. Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes this a valuable product for our business that saves time and money.

Pluspunten:

Zoho Books is an excellent option for your company's bookkeeping and accounting. Invoicing and billing is done in the dashboard, reporting on income, expenditure and payables are separated and even financial reconciliations can be actioned automatically. You can create Price Lists easily to share to your customers based on your products/services you are selling.Financial reports are done automatically so you don't have to do a manual recon every month.

Minpunten:

There are limitations in terms of online payment gateways depending on your country of origin, but they do offer all major gateways.Invoice templates are basic but it does provide all the relevant information that you need.

Andre
Andre
Director in Australië
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

They don't fix old issues

3,0 2 jaar geleden

Opmerkingen: There are a lot of outstanding problems that users have notified them about and I continuously see people bringing up the same problems years after they were first brought to the attention of the developers.

Pluspunten:

It was relatively easy to switch from the previous accounting software.

Minpunten:

They do not fix old issues unless they are critical to the functioning of the software.

Eerder overwogen alternatieven: QuickBooks Online en Xero

Redenen om voor Zoho Books te kiezen: Because Wave was bought by H&R Block and they decided NOT to support anyone outside of the USA anymore.

Overgestapt van: Wave

Redenen om over te stappen op Zoho Books: 1 year free Zoho Books subscription offer through Wave Accounting to switch away from Wave.

Deepak
Deepak
Chief Operating Officer in India
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Great Collaboration

5,0 5 jaar geleden

Opmerkingen: Great experience although after 2 years we are still learning, it is good for indian accounting system

Pluspunten:

The statement download from bank and reconciliation option is great GST filing options are great Dashboard is very well designed Android application is very useful

Minpunten:

I would have prefered if it has quotation sending options also Process sometimes seems too long for creating manual vouchers

David
David
Media and Content Developer in VS
Geverifieerde LinkedIn-gebruiker
Computersoftware, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Great Tool For Suite Users

5,0 5 jaar geleden

Opmerkingen: We are running all of our books for our small business with Zoho Books. It is simple to sync bank accounts and credit card accounts, and quickly categorize expenses, and run reports. Pleased with results.

Pluspunten:

Very simple to categorize funds, connectivity with other tools in Zoho Suite.

Minpunten:

Anytime a new vender is updated to an expense item, the screen needs to be reloaded and refreshed before that same vender can be selected for another item.

Eerder overwogen alternatieven: QuickBooks Online

Redenen om voor Zoho Books te kiezen: Better accessability, and price point for us.

Overgestapt van: FreshBooks

Redenen om over te stappen op Zoho Books: Pricepoint and accessibility

Phaneendra Kumar
Phaneendra Kumar
CEO in India
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Best Accounting Software for Small Businesses

5,0 2 jaar geleden

Opmerkingen: Too good, I am a Zoho One member and for the price I am paying I am very much satisfied with the product

Pluspunten:

Online Invoice creation, Sending & Payment Collection, Invoice tracking, Inventory Mangement, Bank Reconciliation

Minpunten:

Not anything in particular, But the option to send Invoices to Whatsapp would have been better if made available.

Rick
Rick
Owner in VS
Geverifieerde LinkedIn-gebruiker
Bouw, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Zoho Books has been our go to for invoicing for years

5,0 2 jaar geleden

Opmerkingen: I started using Zoho Books many years ago and have used it ever since. It's been easy to use and the customer service has been great whenever I need a little help. It's simple to create new invoices and it's what I always recommend to others. Every so often I try other services but always end up back at Zoho and all their different services.

Pluspunten:

I have been using a single template for years and it's made my life very easy. It even creates the invoice and reminds me to send it.

Minpunten:

I wish Zoho Books would automatically send the invoice for me but it's not a big deal. I just really like automation whenever possible.

Nikki
Owner, Editor, and Writer in VS
Publiceren, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Efficient, affordable took that's essential for my business

5,0 4 jaar geleden

Opmerkingen: I switched to Zoho Books from FreshBooks a little over a year ago when the cost of FreshBooks became unmanageable and free options, such as Wave, did not serve my purposes. I was also looking for a cloud invoicing/expense-tracking system that was less glitchy and easier to use. Zoho Books is all of that. As a sole proprietor, the price suits my budget perfectly. Clients have told me that paying me through Zoho is much easier than paying me through FreshBooks or Wave. At tax time, it's easy to send my Profit & Loss report to my accountant. I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.

Pluspunten:

Zoho Books is easy for me to use and much easier for my clients to use when paying me. They've given me positive feedback about their invoicing experiences. It's also affordable, which was a huge deciding factor when I switched from another cloud invoicing program.

Minpunten:

I wish I could see when a client has "viewed" my invoice. Also, I didn't realize that listing vendors on my expenses, such as Amazon, would count as "Contacts" and use up some of my slots. I'm glad I know now and I'm rectifying it.

Eerder overwogen alternatieven: Wave

Redenen om voor Zoho Books te kiezen: FreshBooks raised their rates to outrageous levels and gave little advance notice about it. The software was glitchy and my clients were complaining about having difficulty paying. Their system went down at least once a week, which has fortunately not happened to me yet with Zoho Books. Although FreshBooks touts their live customer support, I encountered some rather cranky people there (they were probably fed up with getting calls about the humongous price increase). I'd rather interact with a helpful Zoho support person via chat than an unpleasant FreshBooks support person by phone.

Overgestapt van: FreshBooks

Redenen om over te stappen op Zoho Books: Although both Wave and And.co offer free versions, I found them harder to use (particularly Wave). Clients found Wave a bit glitchy and the software was not intuitive.

Bob
owner in VS
Detailhandel, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

great option for accounting software

4,0 4 jaar geleden

Opmerkingen: There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.

Pluspunten:

It does everything that I need it to do, and for far less than it's competition.

Minpunten:

There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

Eerder overwogen alternatieven: FreshBooks, Sage 100, Wave en Xero

Redenen om voor Zoho Books te kiezen: Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features - though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I'd expect it to.

Overgestapt van: FreshBooks, Sage 100, Wave en Xero

Redenen om over te stappen op Zoho Books: Functionality and cost. I used Quickbooks-Desktop for years, but the online software that's been developed more recently has too many advantages to keep using it. I also used Xero for a few years, and liked a lot of features - but it seemed geared for a different kind of business and lacked a few things I needed. Then I tried Quickbooks Online - it was barely within my budget, but I liked the features - but then they increased the price (significantly) after only one year of using it. But Zoho has really fit the bill - all the functionality I need, and at a price that's just a fraction of QBO's.

Darren
Director in VK
Import en export, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Powerful and Invaluable tool at an incredible price

4,0 vorig jaar

Opmerkingen: We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site. The ease of use and consistency makes it very easy for training purposes and day to day use.

Pluspunten:

We love the way you can add further modules and expand into other areas like inventory with ease. The support is fast and efficient with a positive outcome every time. The consistency through every module bill s, invoicing, purchasing makes it a breeze to operate.

Minpunten:

The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as some screens use a keyword search which is easy and fast to locate the information.

Eerder overwogen alternatieven: QuickBooks Online

Redenen om voor Zoho Books te kiezen: Lack on consistency with previous product and even doing the slightest thing seemed over complicated.

Redenen om over te stappen op Zoho Books: With the ability to integrate other modules was vital to us. The product had more vital features like re occurring invoices and billing. Stock control was important and a lot of other products don't have this ability alongside things like project managment.

Aninda
Chief Solution Architect in Bangladesh
Informatietechnologie en -diensten, 501-1.000 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Good Billing Application

4,0 2 jaar geleden

Opmerkingen: It was awesome to use Zoho books, it improved our operational efficiency and was very easy to use.

Pluspunten:

This is an efficient and affordable billing application. Serves all the basic needs and is capable of handling large data sets.

Minpunten:

Customer or Product Support seriously needs to improve. Every customer needs a modification as per their business requirements and Zoho shall cater those changes actively.

Eerder overwogen alternatieven: Kashoo en NetSuite

Redenen om voor Zoho Books te kiezen: Freshbooks was very basic back then and had very limited set of features.

Overgestapt van: FreshBooks

Redenen om over te stappen op Zoho Books: Zoho Books had local support team, which is why we put our trust on them.

Rob
Owner in VS
Telecommunicatie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

RUN do not walk way from this product!

1,0 4 jaar geleden

Opmerkingen: I would rather deal with the IRS, Comcast and AT&T all at once than this company.

Pluspunten:

Zoho has been a constant and ongoing headache since switching 3 years ago. Since then it has been an ongoing everyday headache. Support simply does not exist with this company. Support articles are 10 years old and do reflect the current software.

Minpunten:

Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.

Babu
CEO in India
Marketing en reclame, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Zoho Books reconciles bank statement automatically and GST filing is way better than anything else.

4,0 5 jaar geleden

Opmerkingen: Overall, it's a boon, If you are in India then this is the takeaway software as it helps ease in filing GST reports.

Pluspunten:

This software when I started using I thought I made a wrong choice but as in when I started managing my accounts & Books for my business, It became my friend, an accountant indeed it did everything that an accountant would do with very little accounting knowledge. The best part is if you are a startup company and you do not have strict compliances then this is for you, you don't have to hire an accountant and DIY. :)

Minpunten:

Support is the only part which sometimes made me upset as the Employees were not uniformly assisting as if they were not trained on customer service. The worse thing is they just have support for technical help and no bookkeeping support.

Eerder overwogen alternatieven: QuickBooks Enterprise

Redenen om over te stappen op Zoho Books: Features & pricing were the two elements that made me choose ZohoBooks.

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, Zelfstandig ondernemer
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Has the potential, but not the backup

4,0 4 jaar geleden

Opmerkingen: Absolutely terrible. If not for the terrible support, this product would actually be quite good. But for anyone who is new to any system, there's always questions and help needed. That's the nature of IT. And unfortunately Zoho have completely missed the mark and don't appear to care about improving on that at all.

Pluspunten:

The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.

Minpunten:

The customer service is absolutely appalling. In fact, it's not even fair to call it customer service because it's more like communicating with the abyss. No matter how many times you call or email, no one follows up - and if they do it's certainly not in a timely manner. They call you at ridiculous times and then email to say they called and to call them back. You call them back and no one is available. You leave a message for the agent to call you back and no one does.

Theresa
CEO in Zuid-Afrika
Publiceren, 2-10 werknemers
Heeft de software gebruikt voor: Gratis proef
Bron van de reviewer

Migrated from Wave to Zoho Books. Horrible experience

3,0 2 jaar geleden

Opmerkingen: Precious time wasted. After reading their manuals, watching their videos, Googling answers, I finally had a one-on-one training session with a trainer who advised me to employ the services of a Zoho-experienced accountant in South Africa. We had thought that because of Wave Accounting's recommendation, that Zoho Books would be similarly user-friendly and intuitive. It is not at all.

Pluspunten:

They seem to have an impressive array of apparently useful functions.

Minpunten:

This is the most non-intuitive, difficult, cumbersome, obscure programme I have ever worked with. Example: even in deleting our account after wasting hours trying to become functional, the instructions seemed to be clear: Log in to your account. Click the user picture. Click My Account. In the account page, select the Preferences tab. Click Close Account in the left menu. Except THERE IS NO PREFERENCES TAB IN THE LEFT MENU. They forgot to tell you to click on Settings first, and THEN select Preferences. A perfect example of what to expect from the entire platform.

Derek
CEO in Zuid-Afrika
Marketing en reclame, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Zoho books - my best friend!

4,0 3 jaar geleden

Opmerkingen: With Zoho we are able to easily stay on top of our finances with limited effort required. The ability to correct historical errors easily makes maintaining and accurate general ledger a breeze. I really like the professional look and feel of the documents generated such as invoices, orders etc.

Pluspunten:

With unparalleled customisation and ease of use as well as the the ability to correct previous errors Zoho books has made the accounting function so much simpler than our previous software. The automation of numerous tasks has been especially useful. The professional way in which we are able to engage with our customers and suppliers has also raised our credibility.

Minpunten:

Probably the only criticism I can raise is that the reporting section could offer more month by month reports as a standard feature, although they may be easily configured using the tool provided.

Eerder overwogen alternatieven: Xero

Redenen om voor Zoho Books te kiezen: Based on an old database structure which was inflexible.

Redenen om over te stappen op Zoho Books: The value proposition of Zoho One with the multiply module functionality was very compelling and the Books module was able to more than cater for our small business requirements.

Juliana
Chief Executive Officer in VS
Voedselproductie, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Easy finances with Zoho Books

4,0 2 jaar geleden

Opmerkingen: Zoho Books is helping us automate many processes that we do every day on our business, many tasks and many payments that we receive throughout the week. It is a software that is extremely helpful when it comes to setting up a workflow that will benefit our work environment, and it provides useful solutions to manage payments, invoices, and all the financial data that comes with it, it has made everything easier because we don't have to worry about manually processing every payment or manually creating and sending an invoice, with Zoho Books, all these things become simple and we are able to keep a directory with all the crucial information for payments and invoices.

Pluspunten:

Zoho Books is an accounting software that provides the best experience when automating the accounting workflow. It has a great variety of tools that help enhance the process and I like how once the data has been imported, it only takes a few clicks to process payments and other billing options. Also, the option to manage all invoices is pretty beneficial, it allows me to keep track of all the payments that clients need to make and it provides a place where I can keep track of these invoices every month and know how much people owe our business; thanks to this feature, it also allows me to process payments differently, because I can have all the data in this single place and it makes it easier to integrate with many payment options so everything is done quicker, providing a nice experience for both ourselves as a business and for our clients. I like that Zoho Books is very user-friendly and it was not difficult to import all the data in order to start using it.

Minpunten:

I think that the customer support is lacking a lot, it feels like they keep trying to be responsive but still, they do take a lot of time to get back to you once reached out. I don't like this part of the software because it does not feel like I can fully rely on them for help.

Rebecca
Owner in VS
Maatschappelijk werk, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Over 50, not an accountant & never aspired to own a small business...

4,0 8 jaar geleden

Opmerkingen: It's true, but when your calling is a clear one, you are obligated to follow! Our small care giving business has employees working exclusively at customer sites. The caregivers (most also over 50 yrs. old) input their time, mileage & expenses from their smart phones. Invoicing is generally done at my laptop but can be done from my phone. The invoicing can be personalized with valuable information for our clients such as upcoming holidays, rate changes, & thank yous for allowing us to earn their business. The reporting is simple to use as is the customer support. The customer support is very knowledgeable & easy to understand. We have never experienced a wait time either. We tried another accounting package our first year of business & found it too cumbersome & not user friendly for those of us with only basic accounting skills. Zoho was recommended by our professional accountant & business advisor. Zoho has greatly simplified our invoicing, reporting, & customer account related tasks, so that we can focus on senior care giving where our gifts are strong. Thanks, Zoho!
-R. Ford, Owner of The Merry Marthas, LLC

Pluspunten:

- Phone based app & laptop s-ware are EZ to use.

Minpunten:

Don't quite understand how to customize an invoice, save it & use it for monthly billing. Sometimes, I have to play around with the invoice to get all of the detail needed to print. For example, it is not readily apparent how to display the dates for which each expense is incurred on the invoice. Not having a copy of our company's data stored on our system makes me nervous so we keep paper back ups. Surely there is a better contingency plan of which we could take advantage.

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Consumentendiensten, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Streamlining Business Operations with Zoho Books: A Game-Changer for Efficient Invoicing and Contact

5,0 vorig jaar

Pluspunten:

Prior to joining this company, we relied on self-coded solutions for various tasks, including invoice generation and template design, all within our own database. This approach required significant time and effort whenever we needed to introduce new features or implement controls, even though similar solutions already existed in the market at a reasonable price.Transitioning to Zoho Books:We made the decision to switch to Zoho Books, and the entire process was incredibly smooth. I simply created an account, configured our company details, and utilized the standard invoice template, making minor adjustments to resemble our previous format.Contact Management:Importing our contacts into Zoho Books was a breeze and took approximately 10 minutes. I downloaded an Excel file from our database and effortlessly imported all the necessary information.Invoicing:Creating new invoices proved to be just as simple as managing contacts. By uploading an Excel file, the system automatically matched the invoices with the appropriate contacts (if desired). You can even save them as drafts for further review, and once ready, send them out in bulk.

Minpunten:

Initially, when we first started using Zoho Books, there was no feature available to automatically create contacts if they didn't already exist while uploading new invoices. However, I'm pleased to say that this has since been improved, and it now works flawlessly for us!

Miguel
Financial Advisor in VS
Investeringsbankieren, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Efficient and flexible financial management

5,0 11 maanden geleden

Opmerkingen: Zoho Books is a reliable and comprehensive platform for enterprise financial management. With its wide range of features, it simplifies and optimizes financial processes.

Pluspunten:

I like that it allows you to automatically import bank transactions, streamlining the reconciliation process and reducing manual errors. In addition, custom rules can be set up to automatically categorize transactions, saving time in manual sorting. Zoho Books is highly customizable and allows tailoring financial reports to our specific needs.

Minpunten:

On occasion, I have experienced delays and load times when accessing certain functions or working with large data sets.

Nathan
Nathan
Digital Marketing Manager in Zambia
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: GetApp

All in One Accounting Solution for SME businesses

5,0 7 jaar geleden

Pluspunten:

A true CRM tool for sales people with the tools the ability to give accountants information needed. You can provide invoicing and estimates for clients as well as get an overview of sales for the year, the month and other important information. We have been using Zoho for over 5 years and almost swear by it, especially in our line of business with integration with payment options, we can accept multiple payment options from clients without changing our workflow. Whether used on its own or used with the other suite of Zoho apps, Zoho Books is definitely a recommended tool for anyone starting out and looking for an affordable accounting/CRM solution.

Minpunten:

Only administrators can adjust invoices once they have been sent which limits functionality for larger sales teams. Cancelling an estimate or invoice even when in draft mode is not as straightforward as when you create one. Mobile apps for Zoho Books is not as easy to use as the web app, if you are running a business, it is good for viewing sales at a glance but it is not ideal for CRM on the go. There is a slight learning curve to use Zoho Books for accounts especially if you are coming from another accounting suite.