Zoho Invoice Reviews

“Good impressive product.

Pros

It offers numerous great features and appears very sturdy. Overall, I found it quite appealing. There's a wide range of invoice templates available, and customization seems simple. Additionally, they have their own software for most business needs, which integrates seamlessly with this one.

Cons

Checking their community page, many of the responses are unclear, which raises some doubts about their customer support quality.

“Zoho Books Review

Pros

The mobile app performs well its attractive logo adds to its appeal. It's efficient and delivers quality.

Cons

There's an additional fee for converting uploaded documents into transactions.

“User friendly

Pros

The app is incredibly intuitive, simplifying bookkeeping tasks and reducing stress.

Cons

For my business needs, there are no drawbacks. I adore the app.

“Basic Invoicing and Overview tool

Pros

It's fundamental and doesn't overwhelm with features. It's part of the broader Zoho system.

Cons

Templates are limited, and setting up invoices in different languages can be problematic.

“Book keeping done wright

Pros

Zoho Books provides outstanding accounting services, offering a free version for small businesses alongside a paid version. It excels in bank reconciliation and includes features typically found in more expensive software. Generating reports like P&L is effortless, and they look impressive. Integration with other Zoho apps is seamless if you're using them.

Cons

I have no criticisms of Zoho Books; the software performs well.

“The Emperor and Eminent Financial Tool for our Company.

Pros

The tool sends us financial reports, profit and loss statements promptly. It boasts the best interface for our accounting processes. We receive amazing customer service fast and efficient in invoice processing.

Cons

It has consistently met our expectations and never let us down.

“Organized and improved accounting

Pros

Zoho Books has significantly enhanced our accounting operations, ensuring perfect management of expenses, accounts, invoices, payments, and other tasks. Its online accounting functionality is superb, keeping all payment reports updated without overlooking invoices or pending payments. It's a comprehensive platform with powerful tools.

Cons

In my view, it's a flawless platform with no room for improvement.

“Pathetic customer service

Pros

The product is adequate, but the customer service leaves much to be desired.

Cons

The customer service experience has been frustrating; despite having nearly 20 Zoho Books subscriptions, resolving a login issue took an entire day without a resolution.

“A Smooth Business Accounting Software

Pros

It handles payment processing effectively and offers a multitude of business accounting features.

Cons

Zoho Books has been flawless; I have no specific complaints.

“Zoho Books: An Online Accounting Solution that Meets Our Needs

Pros

I like the exceptional features of Zoho Books, which perfectly meet our needs as reliable online accounting software.

Cons

Zoho Books is dependable and impeccable; I have no dislikes.

“Zoho Books - Baac Office

Pros

It surpasses QuickBooks Online in many ways and is more cost-effective, especially as part of Zoho One.

Cons

I struggle to find any cons because it performs so effectively.

“Zoho Books for the Win!

Pros

Zoho Books offers ease of use, simple implementation, and an excellent overall user experience.

Cons

They should increase their presence in the US; their product is unmatched.

“Streamlining online payment processing and data security

Pros

I value the robust security measures that safeguard our data with this tool.

Cons

I haven't encountered any significant challenges so far.

“Zoho Books offers many benefits, there are a few drawbacks

Pros

Managing invoices, tracking expenses, and reconciling bank transactions is seamless due to its intuitive design. Its seamless integration allows for effortless data synchronization and enhanced functionality.

Cons

Customer support could be more responsive and available.

“Great Software

Pros

Setting up Zoho was simple, even for someone with minimal experience. We primarily used it for estimating, easily converting them into invoices once approved by customers.

Cons

Once certain items are added, they cannot be deleted from the system. For example, if you enter an item incorrectly, you have to cancel it with another entry.

“An Amazing Accounting Tool For Business

Pros

Zoho Books simplifies online payments and accounting tasks, making payment processing and accounts payable management effortless. Its robust data security features are also commendable.

Cons

Using Zoho Books is incredibly simple, and it has always worked in our favor.

“An outstanding accounting software

Pros

Its ability to reconcile various transactions effectively eliminates reporting errors. Integration with inventory management further enhances its utility.

Cons

While their customer support is slow to respond, I generally can't complain because they are always willing to help.

“Manageable and focused to win.

Pros

Collaboration is effortless with Zoho Books, facilitating negotiations across all levels. Instant online payments add to its convenience, making it a user-friendly tool with a strong focus on achieving goals through seamless integration.

Cons

Zoho Books is intuitive, and I haven't found any issues yet. The pricing is also reasonable.

“You can't go wrong with Zoho

Pros

While not a professional accountant, I handle administration and finance, and Zoho provides the tools necessary for managing finances, purchasing, and invoicing effectively.

Cons

The inventory module is separate, but I wish it were integrated. Comparing inventory versus final product costing would be beneficial.

“Efficient and flexible financial management

Pros

One of its standout features is the automatic import of bank transactions, which streamlines reconciliation and reduces manual errors. Customizable rules for transaction categorization save considerable time on sorting tasks. Zoho Books' flexibility in tailoring financial reports to specific needs is highly beneficial.

Cons

Occasionally, I've encountered delays and longer load times when working with certain functions or large datasets.

“Time & Expense Tracking Solution

Pros

The mobile app's availability is particularly advantageous, allowing me to track project time and expenses on the go.

Cons

I haven't encountered any errors while using Zoho Books.

“Very wonderful tool

Pros

It's an excellent choice for small business accounting services, boasting a clean and professional appearance.

Cons

Automating most of its features requires coding skills.

“Easy to configure and use

Pros

For tax purposes and generating invoices, including CFDI invoices, it's highly effective. Ideal for small businesses or freelancers.

Cons

So far, I haven't encountered any drawbacks. I hope I won't need support because it seems to be unavailable.

“Does the job

Pros

It fulfills all our needs by managing invoicing and sending various types of bills. It integrates seamlessly with Zoho CRM, a tool our team uses daily.

Cons

Certain aspects can be challenging to configure; it takes time to understand how everything links together.

“Blocks you when you need it.

Pros

The interface is modern and intuitive. It features a sales portal where customers can access their invoices and payments online, which was a key selling point for us.

Cons

The debit and credit sides are reversed compared to the UK system. For instance, a sales balance of - 100 in the UK means the customer owes 100. In Zoho, it indicates the customer has a credit of 100, potentially requiring a refund. The system also restricts fast typing and clicking, has issues with batch invoicing, and reviewing invoices individually is time-consuming. Extracting more than 100 statements at once is not possible, making it unsuitable for large sales ledgers.

“The Perfect Accounting Solution For Business

Pros

Initially, it's a simple accounting solution. It simplifies online accounting, invoicing, purchasing, and managing accounts payable.

Cons

Using Zoho Books has been exceptional for me. It boasts excellent features without any issues or missing functionalities.

“Have a vision of caution in accounting with Zoho Books.

Pros

Zoho Books promotes financial accountability by offering transparency in spending. Its automation reduces manual entries and streamlines repetitive tasks. The reporting tool provides valuable financial insights, and its billing features simplify invoicing with branded templates that are easy, secure, and fast to share with clients.

Cons

I'm very pleased that Zoho Books hasn't presented any cons yet. It has performed exceptionally well for our needs.

“Simple Accounting Tool

Pros

A fantastic tool for basic accounting, offering a free plan and an excellent mobile app.

Cons

Activating advanced features can become costly over time.

“Zoho Books review use

Pros

Zoho Books enhances business management by automating workflows, saving considerable time. I like its availability in both free and paid versions.

Cons

Customer support lacks professionalism, often leading to lengthy interactions where their advice is misunderstood.

“Support

Pros

Setting up and starting to use it is simple. While I liked it a lot, their customer support is disappointing.

Cons

Dealing with their support is frustrating; I've gone back and forth with someone unfamiliar with accounting. I'm considering switching to another platform despite the work I've invested in my current account.

“Powerful and Invaluable tool at an incredible price

Pros

We like the flexibility to add modules and expand into areas like inventory effortlessly. The support is prompt and efficient, ensuring a positive outcome across modules including billing, invoicing, and purchasing.

Cons

One annoyance is the inconsistent search functionality across screens. Some require exact names, while others use keyword searches that are quick and efficient.

“Accounting software report

Pros

Zoho Books efficiently manages small business operations by automating workflows.

Cons

Work completed on Zoho Books can be uploaded to cloud storage like OneDrive or Zoho WorkDrive.

“Customer

Pros

The customer portal in Zoho Books allows us to track whether customers have viewed the invoices we've sent them.

Cons

Zoho Books saves time by allowing customers to pay invoices in one place, which simplifies the process for me.

“Zoho User

Pros

Being an online platform, users can access it from anywhere.

Cons

The features for investment accounting and family office accounting are lacking. The interface can be difficult to navigate.

“online payment system for all

Pros

I like the invoicing templates provided by the application for free; they have a user-friendly interface.

Cons

There's a limit on the number of people one can contact per month.

“From free to paid subscription

Pros

The seamless use of Zoho Books across all devices, with data stored on servers rather than locally like in Tally, has been very convenient.

Cons

I have no major complaints, but I believe a thorough demo or training is necessary for more productive use of the application.

“Do work online

Pros

Using this software, I've successfully managed accountabilities and project planning from home.

Cons

To me, its support for remote work is beneficial; however, there aren't many other features I find particularly useful.

“Online book of account

Pros

Integration with Zoho Invoice simplifies the creation of invoices and streamlines our workflow.

Cons

The software excels in maintaining records and generating reports on invoicing and billing transactions.

“Ease of Use

Pros

It's quite intuitive for creating invoices and tracking transactions.

Cons

Occasionally, the website lags. I'm unsure if it's due to my computer or server issues.

“best accounting and taxing application for business

Pros

I rely on Zoho Books for balancing my business books. Its availability on both Android and iOS devices, coupled with its simplicity and user-friendly interface, makes it highly convenient.

Cons

The application performs well for my needs, although sometimes it updates too slowly.

“business and organizational accounting application to try

Pros

I find it beneficial for storing all recurring orders and processing various transactions. Sending payment reminders via email is a feature I particularly like.

Cons

Mastering the application, especially handling recurring payments within the organization, can be challenging.

“We Use Zoho Books for Multiple Companies

Pros

The dynamic dashboard and analytics have offered invaluable insights into our business's profitability. Integrating project management with accounting has streamlined operations, saving time and reducing errors. The automation, workflows, and customizable fields are revolutionary, allowing anyone to adapt the system to their specific needs. When I encounter coding challenges, the customer service team promptly assists by scripting solutions. Integrating with Avalara for tax compliance is also a significant advantage.

Cons

I find it challenging that Purchase Orders for drop ship customers aren't clearly linked to Sales Orders. While there are methods to connect POs to SOs, it's more intricate than necessary. Additionally, I'd like visibility into how much we've invoiced against Customer POs. It would also be beneficial if we could integrate our payroll with ZOHO; unfortunately, ZOHO payroll isn't currently available in Michigan. Consequently, we're having to manually input employee hours and journal entries for payroll.

“accounting easy

Pros

The software simplifies accounting tasks effectively. I like the simple templates that facilitate the creation of finance reports for sales.

Cons

The software comes at a high price point for one-time purchases.

“manage client interactions online

Pros

I like how the software handles client management online through a client portal and facilitates recurring invoice payments. Its user interface is particularly appealing to me.

Cons

The application requires some initial training before users can effectively utilize it, posing a challenge for newcomers.

“Review on Zoho Books

Pros

The control and approval processes are highly efficient. The software is intuitive to navigate, and its project module offers detailed functionalities that meet our needs effectively.

Cons

The software lacks a module specifically designed for fixed assets.