Sobre Zoho Books

Software de contabilidad sencillo y fácil de usar que te ayuda a administrar las finanzas de tu empresa de una manera inteligente.

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Puntos a favor:

Incredibly good value for the price (way cheaper than Freshbooks/Quickbooks). Integrates well with the rest of the Zoho suite.

Contras:

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.

Valoraciones de Zoho Books

Evaluación media

Facilidad de uso
4,3
Atención al cliente
4,2
Funcionalidades
4,2
Relación calidad-precio
4,4

Probabilidad de recomendación

8,2/10

Zoho Books tiene una valoración global de 4,4 estrellas sobre 5 según las 501 opiniones de usuarios de Capterra.

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Kelvin
Director Technical Services
Usuario de Linkedin verificado
Consultoría de gestión, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

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

5,0 hace 2 años
Los subtítulos en español están disponibles en el reproductor de vídeo
Joel
Joel
Administrativo en Perú
Usuario de Linkedin verificado
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Herramienta para los negocios

4,0 hace 2 meses Nuevo

Comentarios: Muy buena. Como software contable para negocios pequeños es muy bueno. üsenlo

Puntos a favor:

Su simplicidad y la capacidad de integración con algunos servicios (Especialmente con Pay Pal) lo hacen una herramienta mas que recomendable. Como contador debo decir que si hubiese algunas funciones personalizadas para algunos países latinoamericanos sería perfecto.

Contras:

Falta de integración con Sheets de Google.

Bernardino
Informático en España
Telecomunicaciones, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Zoho Books, un programa para llevar el control total de la facturación de tu empresa

5,0 hace 3 semanas Nuevo

Comentarios: Es muy buena porque te permite conectar con el departamento de ventas con Zoho CRM, el de proyectos, analítica, email marketing etc.

Puntos a favor:

Se pueden hacer muchas automatizaciones y recordatorios para que los clientes te paguen. Pero lo más interesante es que se puede sincronizar con tu banco de tal forma que puedes puntear los movimientos y llevar el control 100% de las facturas. Si se te pasa una el programa de indica que te falta la factura para que de esta forma lleves un control total. Además luego puedes sacar más de 70 informes de ventas, clientes, proveedores, etc.

Contras:

Es un programa de Facturación exclusivamente, es decir, no se hace la contabilidad, se pueden exportar las facturas e importar en algún otro programa contable. Hay un partner premium de Zoho que tiene hecha una integración con otro software para hacer la contabilidad 100% automatizada.

Alba
Alba
Maestra de Educación Infantil en España
Usuario de Linkedin verificado
Administración educativa, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Factura de manera sencilla

4,0 hace 2 semanas Nuevo

Comentarios: Me parece muy funcional y útil, ya que se puede integrar con las otras herramientas que ofrece Zoho como Desk, CRM, Analytics...

Puntos a favor:

Lo que más destacaría de esta herramienta es que te puedes sincronizar con tu institución bancaria y así llevar un registro muy específico de todas las facturas que se generan, lo que supone que todo esté controlado y organizado. Además, puedes disponer de los datos en cualquier momento para revisarlos.

Contras:

Es una herramienta para únicamente para facturar, por lo que no se puede hacer la contabilidad con ella. Pero, al poder disponer de todas las facturas, se puede hacer la contabilidad en otro software.

Deepak
Deepak
Chief Operating Officer en India
Usuario de Linkedin verificado
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great Collaboration

5,0 hace 3 años

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

Puntos a favor:

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

Contras:

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

Krishna
Krishna
Human Resources Generalist en EE. UU.
Usuario de Linkedin verificado
Hospital y atención sanitaria, 5 001-10 000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

It's an excellent internet service for small businesses

4,0 hace 7 meses

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Aninda
Chief Solution Architect en Bangladés
Tecnología y servicios de la información, 501-1 000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Good Billing Application

4,0 el mes pasado Nuevo

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

Puntos a favor:

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

Contras:

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.

Alternativas consideradas: Kashoo

Razones para elegir Zoho Books: Freshbooks was very basic back then and had very limited set of features.

Software anterior: FreshBooks

Razones para cambiar a Zoho Books: Zoho Books had local support team, which is why we put our trust on them.

Gregory
Owner en EE. UU.
Comercio minorista, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Product works well for the cost.

2,0 hace 3 semanas Nuevo

Comentarios: Mixed feelings. When product works, it works well. Especially the bank feeds. Unfortunately, they often go down and are sometimes down for weeks or months.

Puntos a favor:

Works well for the cost. Just about all the accounting basics included.

Contras:

The support is horrible. Lots of misunderstanding when it comes to understanding the problem. Very slow to resolve anything, if they're able too.

Alternativas consideradas: Quickbooks Online

Razones para cambiar a Zoho Books: Price

Mahir
Business Analyst en Bangladés
Tecnología y servicios de la información, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Perfect Accounting System

4,0 el mes pasado Nuevo

Comentarios: Zoho Books improved our efficiency and helped improve our business processes.

Puntos a favor:

This is your all-in-one accounting system to cover all your business needs.

Contras:

Learning curve is a bit typical initially but once you get the hang of it, it'd turn out to be an awesome application for your company.

Alternativas consideradas: Kashoo

Razones para elegir Zoho Books: Freshbooks was expensive to maintain

Software anterior: FreshBooks

Razones para cambiar a Zoho Books: Zoho Books had local product support engineers which is why we put our trust on them!

Dylan
Founder en Canadá
Entretenimiento, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Delivers a lot for the price

4,0 el mes pasado Nuevo

Puntos a favor:

More affordable than most other bookkeeping software. Supports multiple currencies right off the bat, no matter which plan you're on. Responsive and helpful customer service. Easy to use with a clean and customizable interface.

Contras:

Transaction categorization was a bit confusing at first for me. It can also be hard to sort through and find old transactions at times due to lack of customization. For example, when looking at a leger of transactions for a specific bank account, you can't customize which fields to show for each transaction. Another thing that is slightly annoying is that Zoho limits the number of Customers/Vendors you can add for each plan they offer. Once you reach the limit you have to pay more in order to add more.

James
Assistant Management Accountant en Alemania
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Zoho Books is great solution for money flow management

5,0 el mes pasado Nuevo

Puntos a favor:

Zoho Books is an excellent cloud based solution for money flow management that meets olur expectations.

Contras:

Team collaboration related features of Zoho Books are not quite sufficient for our requirements.

Usuario verificado
admin en Jordania
Usuario de Linkedin verificado
Administración educativa, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Zoho Books is the most advanced Online accounting software, built for your business.

5,0 hace 3 semanas Nuevo

Comentarios: With Zoho Books, you can create multi-currency invoices and manage multiple bank and credit card accounts. The best thing about Zoho Books is that it is cloud-based, making it a complete accounting solution.

Puntos a favor:

Why businesses choose Zoho Books as their accounting softwareAccounting from start to finishWith Zoho Books, you can focus on your business instead of mundane accounting tasks.Collaboration is easyIn addition to logging time, viewing reports, and managing your accounts, colleagues and accountants can gain access to your organisation through role-based access.A platform that is integratedFrom wherever you are, you can manage and run every aspect of your business with Zoho's 50+ apps.

Contras:

There is one thing I did not like, and that is there are no payment gateways from the same system, so you will have to create a business account in a payment gateway like Stripe

Juliana
Chief Executive Officer en EE. UU.
Producción de alimentos, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Easy finances with Zoho Books

4,0 hace 2 meses Nuevo

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Jordan
CEO en EE. UU.
Aprendizaje en línea, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Great QuickBooks competitor with additional features to boot

5,0 hace 7 meses

Puntos a favor:

I am a big fan of Zoho Books. For the same price of a QuickBooks subscription, I was able to purchase a license to Zoho One, which comes with dozens of other valuable apps (Zoho Forms, Zoho CRM, Zoho Survey, Zoho Social, Zoho Marketing Automation, Zoho Analytics, Zoho Sign, Zoho Meeting, Zoho Desk, Zoho Projects, Zoho Expenses, Zoho Recruit, Zoho Flow). I did the math recently, and figured out that if I were to buy each of the Zoho applications I use from an equivalent competitor, I would be spending $600 more than the cost of a Zoho One subscription each month. For Zoho Books in particular, it has all of the features I used in QuickBooks, plus easy-to-use workflow automations and integrations with the rest of the Zoho One suite. It's very helpful to be able to cross-reference Zoho Books data within their CRM for example. Overall, I highly recommend Zoho Books, but encourage you to purchase the full Zoho One suite rather than Books as a standalone application.

Contras:

I wish they had a few more payment processors available.

Alternativas consideradas: FreshBooks, Wave Accounting y Xero

Razones para elegir Zoho Books: For the same price as QuickBooks, I was able to get the full Zoho One Suite.

Software anterior: Quickbooks Online

Razones para cambiar a Zoho Books: Integration with Zoho One.

Usuario verificado
Land Surveyor en Sudáfrica
Usuario de Linkedin verificado
Ingeniería civil, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña
Fuente: GetApp

Zoho Books

4,0 hace 8 meses

Comentarios: My overall experience with Zoho has been pleasant. I can easily create invoice even on the go with my phone. I can quickly generate reports to check performance of the company and individual employees and I can track business expenses. The best part is also that I can easily link the app to my bank to reconcile what is in the bank with what is on Zoho book.

Puntos a favor:

The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made. I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee. There is also an option for customers to pay online which makes it really easy to make payments. In addition from the different modules you can customize fields to suit your needs at any point in time. Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.

Contras:

When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant. When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios. Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.

Alternativas consideradas: QuickBooks Online Accountant

Razones para elegir Zoho Books: Wave suggested the switch since they were partners with Zoho. Wave stopped operating in my region.

Software anterior: Wave Accounting

Razones para cambiar a Zoho Books: The ease of layout and migration from the software I was already using. Also the fact that I trusted the Wave accounting and them recommending Zoho to me just gave Zoho an ultimate advantage over other products.

Mohammed
CFO en India
Automatización industrial, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Smart Accounting Software Built for Business

5,0 el año pasado

Comentarios: My overall experience with Zoho Books is good and I've been using it for the past three years and have recommended it to a number of clients.

Puntos a favor:

-Zoho Books is an easy-to-use accounting app which displays all your financial information in a simple format and a person with less or no knowledge of accounting can also use it. -Zoho Books eliminates the need to manually enter data, lowering the risk of errors. -With access control and audit trails, Zoho Books ensures data integrity and gives you complete control over your business data. -GST compliance is automatic with Zoho Books. The Government of India has named it the Best App in the Business Category. -Zoho Books integrates with other business applications, allowing you to access and work with your data from a single place. Integrations are available with Zoho People, Zoho CRM, Zoho Projects, Zoho Reports, and more. -Zoho Books creates professional reports automatically to help you communicate your data effectively. You can also personalize reports by filtering and organizing them to your preferences. -Zoho Books saves all of your financial information in the cloud, where it can be quickly restored, so you never have to worry about losing data.

Contras:

-The app is appropriate for small and medium-sized businesses. It is incapable of managing complex corporate processes. - On weekends (Saturday & Sunday), the support crew is not available to help clients with their problems. -The software doesn’t allow you to import contacts from your social media sites. It allows you to build your client details through the inbuilt mail feature. -There is no budgeting feature available.

Cheikh
Zoho Books en Senegal
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Good software for beginners

5,0 hace 2 años

Comentarios: Zoho Books made my job easier and saved me a lot of time.

Puntos a favor:

Zoho Book is a good software if you are starting out in a small business. What impresses me most about Zoho Book is the BRS statement. It's an excellent feature that prints all the required details very clearly, just as we intended. The automated bank flow is another feature that saves you a lot of time. The advantage of Zoho Books is that it can be linked to your online sales sites easily. 
 
Another positive aspect of Zoho Books is that its delivery always comes with many integrated functionalities such as stock management, sales and purchase booking, payroll processing, etc. To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time. The customer support is also very responsive and usually fixes your worries.

Contras:

The major problem with Zoho Book is that it is only practical with a small business. It is better to choose another software like Wave if your business is large. Finally, the other blockage is that Zoho Books is based on the Cloud so without a connection you can go and have a nice cup of hot coffee (LOL).

Alternativas consideradas: Xero

Razones para elegir Zoho Books: Zoho Books functionalities were limited

Software anterior: Wave Accounting

Bob
owner en EE. UU.
Comercio minorista, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

great option for accounting software

4,0 hace 2 años

Comentarios: 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.

Puntos a favor:

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

Contras:

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

Alternativas consideradas: FreshBooks, Sage 100, Wave Accounting y Xero

Razones para elegir Zoho Books: 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.

Software anterior: FreshBooks, Sage 100, Wave Accounting y Xero

Razones para cambiar a 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.

Eric
Attorney en EE. UU.
Práctica de la abogacía, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Great Product For Those Who Know Accounting

5,0 hace 2 años

Comentarios: My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Puntos a favor:

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Contras:

I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.

Alternativas consideradas: QuickBooks Desktop Enterprise

Razones para elegir Zoho Books: Zoho Invoice was excellent at invoicing and tracking client expenses. However, I wanted a product that did more than those two things.

Software anterior: Zoho Invoice

Razones para cambiar a Zoho Books: I was already familiar with Zoho through the use of Zoho Writer and Zoho Invoice. It was easier to simply switch to Zoho Books, which had a familiar and pleasing user interface. Also, Zoho Books was a better buy for the money.

Jose R.
Web Developer en República Dominicana
Redes informáticas, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

The best invoicing / accounting tool for freelancers, period.

5,0 hace 2 años

Comentarios: Zoho Books is just a fantastic tool. Coming from Freshbooks and paying a hefty fee for it I was not only limited in terms of features (and paypal support) but also somewhat bored with their lackluster interface. Zoho was great and hit all the marks for me, the interface is simple and intuitive and the price point at my scale is just unbeatable. I can't see any other accounting system after using Zoho Books.

Puntos a favor:

This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.

Contras:

There are many features I didn't test because they are out of realm for my specific needs. I am sure for others they might be important but if these were "enabled as needed" rather than always there cluttering the interface that would be better.

Nikki
Owner, Editor, and Writer en EE. UU.
Edición, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Efficient, affordable took that's essential for my business

5,0 hace 2 años

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: Wave Accounting y Fiverr Workspace

Razones para elegir Zoho Books: 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.

Software anterior: FreshBooks

Razones para cambiar a 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.

Anne
Owner en EE. UU.
Marketing y publicidad, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

All the functionality of QuickBooks - and more - at a much better price

5,0 hace 3 años

Comentarios: Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.

Puntos a favor:

Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Contras:

I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.

Alternativas consideradas: Quickbooks Online, Wave Accounting y Fiverr Workspace

Razones para elegir Zoho Books: Wave only allows for accrual-based accounting, which is severely limiting. Wave also makes some odd duplicate transactions when you're entering transfers and line items for invoices.

Software anterior: Wave Accounting

Razones para cambiar a Zoho Books: Zoho books has everything QuickBooks has at a much lower price. And Wave and And.co had too many limitations.

David
David
Director of Operations en México
Usuario de Linkedin verificado
Transporte/transporte en camión/ferrocarril, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: GetApp

Using ZOHO Books for invoicing and payments in US Dollars and Mexican Pesos

5,0 hace 11 meses

Comentarios: use it for all client invoices and payments
also use for all vendor payments and invoice tracking of accounts payable and recieveable

Puntos a favor:

very easy interface with Zoho CRM and integration with online payment capabilities in both US Dollars and Mexican Pesos

Contras:

the multi currency feature is sometimes glitchy in reports

Alternativas consideradas: Best Movers CRM y QuickBooks Desktop Enterprise

Razones para elegir Zoho Books: more functionality

Software anterior: QuickBooks Desktop Enterprise

Razones para cambiar a Zoho Books: much easier interface and the integration with a partner CRM program within ZOHO

Ansar
CEO en Sudáfrica
Servicios jurídicos, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

The best ever!

5,0 hace 6 años

Comentarios: I've searched them all. Zoho is tops by far! Not only do you have full CRM integration reducing sales time by 1000's of hours (really... it's as simple Lead->Convert->Quote. Clients then pay their quote in one click thanks to Zoho!) but the product as a stand alone is far superior. The layout, quotes, invoices, automation, reports... They've thought of everything. Since we switched my business has seen radical jumps in both staff productivity and conversion rates. As a small business owner (actually it's not small anymore!), time really is money - Zoho knows how to give you both. They have truly allowed my business to grow: The service we offer is a one time only purchase by most of our clients- so we need to get it right first time and shine above our competitors!
Fresh Start Law Centre is now the leading criminal record removal firm in South Africa - Thank you Zoho!
Ansar Sykes CEO,
www.FreshStartLawCentre.co.za

Puntos a favor:

Everything! Mainly the level of customization available and CRM integration.

Contras:

Improvement: Allow for www.payfast.co.za credit card payment integration for the South African market. In the interim, we are using unique URL's in the quotes/invoices for one click payment. But having full Zoho payment integration is better.

Rebecca
Owner en EE. UU.
Servicios individuales y familiares, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

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

4,0 hace 6 años

Comentarios: 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

Puntos a favor:

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

Contras:

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.

Daniel
Daniel
Owner en EE. UU.
Usuario de Linkedin verificado
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Why limit yourself to just Books?

5,0 hace 3 años

Puntos a favor:

I think Zoho Books is on par with all the other bookkeeping software, but what is even better is how it integrates with all of the other Zoho products. I have had to integrate SFDC with ZenDesk and other solutions and what a pain! The fact that books integrate with their CRM with their Desk app is wonderful. This does everything you need from creating invoices to managing expenses and accounts. Very easy to use and full-featured. It is a definite must for small businesses that are looking for a robust affordable solution that might also need a CRM (look at zoho one).

Contras:

With any bookkeeping software, there is a learning curve. Not always the easiest, but certainly worth it. Once you get all of your accounts set up you'll need to make sure you get all of your payment processes in place. Which is nice once it's ready because people can simply pay from click on an invoice. My only complaint would be how certain things don't flow as easily as I would like to start off with. But once you get it figured out it's pretty easy and will save you tons of head aches when time goes on.