Zoho Books Reviews

“Brings quoting and invoicing together efficiently”

Pros

It nicely brings quoting and invoicing together in a very efficient way. I also like the wide range of options it gives me to customize templates and automate processes so I can save as much time as possible.

Cons

At first the user experience felt overwhelming to me though I gradually came to terms with it as I used the app more and adapted over time.

“simple tool but reporting has limits”

Pros

I find the layout very user-friendly and tidy making it simple to locate a customer and move between sections quickly. The app also offers useful customization like setting payment reminder notifications for clients which has been very helpful for keeping invoices on track.

Cons

Some reporting has limits such as when I need to pull up historical data it is not possible which is frustrating. On top of that the currency exchange rates are occasionally off so I cannot always rely on them for accurate conversions when dealing with different currencies.

“fast quotes and direct sending”

Pros

Being able to create a quotation and send it straight from Zoho is a big plus since I don't have to download the file, open a separate email and attach it manually.

Cons

One thing that could be better is that customer details can't be edited while invoicing, like changing the name when the document started as a quotation.

“Good bookkeeping, slow support”

Pros

Handles bookkeeping well and is simple to use.

Cons

Customer support takes too long to respond and resolve issues.

“Pricing outperforms competitors, amazing features”

Pros

The pricing outperforms all other bookkeeping leaders. The features are amazing too especially the client portal. It also links with my CRM.

Cons

I miss having an Undeposited Funds option but it's not available. I also wish it supported sub-items.

“app is very easy to use with simple features”

Pros

Zoho Books app is very easy to use. Plus its features are simple to locate and use.

Cons

Pricing and subscription tiers bothered me and at times support replies were slow.

“simple and quick to install and start”

Pros

When I tried this tool during installation and the initial setup, I found it very simple and quick to install across our organization so we could start using it right away.

Cons

I did not run into many issues and on the rare occasions something did crop up, their support team was responsive and helped me resolve it.

“Loves automating recurring payments”

Pros

I love how it automates recurring payments and invoices. Overall it's simple and really easy to use.

Cons

For me it is unexpectedly cool for handling tax compliance and automating calculations so no complaints.

“interactive interface with a free plan”

Pros

The interface is very interactive and engaging. I also like that there's a free plan available which helps a lot. To me, it is a strong alternative to the bigger accounting platforms and the customer portal is excellent. Overall it's really easy to use.

Cons

I'd like the maximum number of users to exceed ten because the current cap is restrictive for our team. I also wish their support were more responsive and helpful.

“convert sales orders into invoices quickly”

Pros

What I like is that I can convert sales orders into estimates and invoices quickly.

Cons

Honestly I can't find anything about it that I dislike.

“Easy to keep tabs on conversations and billing”

Pros

It makes it easy for me to keep tabs on client conversations and billing.

Cons

I noticed that it does not integrate smoothly with the Microsoft Office suite.

“Fast and easy invoicing and monitoring”

Pros

Making and monitoring invoices was fast and easy which means I could easily keep track of cash flow without extra hassle.

Cons

The templates and reporting customization feel somewhat limited which leaves invoices and reports looking a bit generic.

“impressed by neatly organized invoicing”

Pros

I am impressed by Zoho Books' invoicing area as it's neatly organized and really easy to navigate especially if you are new to accounting platforms like this.

Cons

We rely on a separate payment processing app that is not integrated with this tool at the moment so we end up doing additional manual steps and reconciling payments ourselves.

“Effortless navigation with essential features”

Pros

The platform is pretty easy to navigate and it includes all the essential accounting features I rely on.

Cons

Occasionally the user interface feels somewhat outdated and I find that this makes it harder for me to complete frequent tasks efficiently.

“Easy to invoice and track payments”

Pros

Thanks to this tool I am able to invoice and keep track of payments from different clients. Overall the platform is really easy to use and gives me a variety of options to keep my business thriving. What I love most is that the invoicing feature is free.

Cons

There is nothing that I dislike. Yes there is room for imporvement but not something we can count as a dealbreaker.

“easy assigning of costs to items”

Pros

The thing I like the most is that I can easily assign costs to my product items.

Cons

One thing I noticed is that there are remaining notifications in the app that I can't seem to clear.

“simple interface with phone access”

Pros

Zoho Books interface is pretty user friendly and I really like being able to access it easily from my phone.

Cons

There is nothing major that I dislike about the app although the budgeting and forecasting tools could use more development because they lack several advanced capabilities I need.

“User-friendly for drafting estimates and invoices”

Pros

It has one of the most user friendly interfaces for drafting estimates and invoices making the whole billing process easy to handle. Plus my company can create estimates either including GST or excluding it which gives us much-needed flexibility. What I really like is that it provides multiple plans at fairly reasonable prices so we can pick an option that fits our specific business needs without overspending.

Cons

The reporting tools and invoice customization in the tool are pretty limited which can be frustrating when I need more customized output. Plus connecting it to other Zoho apps is easy for me but linking it to third-party applications often proves tricky. Migrating large volumes of data is also a real challenge for us and can be quite time-consuming.

“Excellent accounting and invoicing features”

Pros

On the accounting and accounts payable side, it consistently offers excellent features. Plus it makes invoicing pretty simple and manages payment processing smoothly.

Cons

I have not had any major issues with this tool.

“Very user-friendly and neatly ordered”

Pros

The interface is very user friendly. Also it's easy to move around and presents information in a neat, well-ordered way. Plus it keeps things simple so even those without accounting backgrounds can handle finances.

Cons

From my experience it lacks built-in payroll capabilities and depends on external add-ons which can feel less integrated and sometimes don't cover all payroll needs.