Non-Profit Organization Management, 51-100 employees
Less than a year
“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.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Architecture & Planning, 11-50 employees
More than a year
“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.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Logistics and Supply Chain, 500+ employees
Less than 6 months
“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.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Civic & Social Organization, 101-500 employees
Less than 6 months
“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.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Accounting, 51-100 employees
Less than a year
“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.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10