The Ultimate Zoho Books Review For 2021

zoho books reviews

Third party solutions are represented by the likes of Office 365, Slack and Square. Zoho can also integrate with third party payroll solutions like greytHR and Paybooks, partially overcoming the lack of in-built payroll features. This is especially true when you use Zoho Books’ own templates, which are invariably well designed and useful. Doing so saves a lot of time and hassle, which is – after all – the point of a cloud-based accounting package. Zoho Books performs well, getting you where you want to go quickly and efficiently. Whether you are raising an invoice or compiling a report, Zoho Books automates what it can and helps with what it can’t. The results are impressive, with the documents you create with Zoho Books feeling clean, professional and useable.

They claim that they have more than 15.000.000 of users; for sure is an old and large company with a variety of services. The solution features all the forms you would expect from a powerful accounting solution, and some you wouldn’t, like packing slips, retainer invoices and delivery notes. Having these automated and in one place can certainly improve the performance of any small business.

The worse thing is they just have support for technical help and no bookkeeping support. Overall, it’s a boon, If you are in India then this is the takeaway software as it helps ease in filing GST reports. Freshbooks was costing me three times the cost of Zoho Books and it didn’t offer Paypal on its new version. I needed paypal for my freelance business so I had to move away.

zoho books reviews

Zoho Books is easy to set up and use, and it still manages to be powerful and comprehensive. Through the program, you can access real-time data and analytics to make informed business decisions. Zoho Books’ ease of use, features, and pricing make it a great option for startups and very small businesses. Particularly if your business falls into one of these categories, Zoho Books is worth a close look. The system supports barcode scanning, and you can create price lists, which is a useful feature if you offer special pricing to certain customers.

Sorry if they’re a little messy, but here’s a couple reviews addressing some Pros and Cons that are probably relevant to where you’re coming from. For example, in this first one, Lance talks about the lack of Budgeting features. Zoho Books charges based on the number of contacts, users and workflows you maintain. As with Freshbooks, this number changes as you move up in packaging, but their basic package allows for 25 contacts, 2 additional users, and 5 automated workflows. , which helps businesses handle recurring billing and manage subscriptions. , online expense reporting software to automate expense report creation, streamline approvals and make swift reimbursements.

Incidentally, sign up for a yearly package and you get 2 months off. Zoho does offer additional add-ons, more about which you can glean from its website. Zoho Books has, it explains, a pricing plan for everyone and the service has actually become a little cheaper than it used to be for each of the current packages. Our mission is to help consumers make informed purchase decisions.

Quickbooks Online

We prepared a TCO calculator for Zoho Books and Bookkeeper. We publish unbiased reviews, our opinions are our own and are not influenced by payments from advertisers. A comprehensive report on a specific software product, aggregating feedback from real IT professionals and business leaders. The downside is that there is no US payroll, which is a big disadvantage. If you want to keep your existing payroll but need a separate accounting solution, then Zoho Books is an excellent choice. Zoho payments now accept a wide variety of payment gateways.

The functionality is limited on Zoho Payroll, and it is not the most affordable, at $19 for 3 users. There are better payroll modules out there, but this is problematic in the sense that it could be hard to sync up two separate systems. When Zoho payroll is fully operational, however, it will really be a top contender in the online accounting market. In addition, client and vendor portals provide a dedicated space for users’ customers and vendors to view and manage transactions.

I can’t see any other accounting system after using Zoho Books. Ease of use, it has all the features I was looking for in an accounting application. 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. Our unbiased reviews and content are supported in part by affiliate partnerships, and we adhere to strict guidelines to preserve editorial integrity.

Each feature has a pop-up with a brief explanation of what it is and how to use it, a great tool to make beginners comfortable with the software. With it, users can organize, track, and manage both customers and vendors easily. Importantly, the software encrypts any sensitive contact information for extra security. This accounting app has some of the most affordable pricing plans on the market. What’s more, users opting for the annual subscription receive an additional two months free. Along with this, Zoho Books has a 14-day free trial that users can take advantage of to see if it fits their business requirements or not. Canceling plans is also a hassle-free experience, with the software offering a prorated refund even with the annual subscription.

If you want to automate your business’s accounting processes even further, you can consider using the Zoho Books auto-scan add-on. You can add a user to your account for $2 per month or $20 per year. With the Professional version of Zoho Books, you’ll receive a huge step up in terms of users—you’ll be able to attach a total of 10 users to your account. Even with their top-tier plan, the Zoho Books pricing remains affordable. At only $29 per month, the Professional Plan is much less costly than top-level plans of competitors likeXero or QuickBooks Online. That said, this Basic Plan could be a perfect fit for you if you’re managing the finances of a small-scale, lower-volume business that interacts financially with fewer than 50 contacts at any given time.

In turn, all transactions will be automatically imported to the application, allowing easy categorization of both income and expense transactions. Case Studies & Interviews Learn how real businesses are staying relevant and profitable in a world that faces new challenges every day. Best Of We’ve tested, evaluated and curated the best software solutions for your specific business needs. Alternatives Looking for a different set of features or lower price point? Check out these alternative options for popular software solutions.

Manage Your Expenses Efficiently

Today, the company has over 4000 employees and 4 million users worldwide. What makes these achievements even more impressive is that this startup accomplished all this with no outside funding. As organizations become more and more dependent on software to automate and streamline operations, users are developing strong emotional connections to their applications and vendors. The SoftwareReviews word cloud aggregates the most commonly experienced pain points and prevailing opinions held by its users. Use this at-a-glance summary to evaluate the vendor-client relationship and product effectiveness. It contains all of the essential invoicing functionality like estimates, quotes, payments, multi-currency support, etc.

  • Zoho Books guarantees all work will be completed on time, monitored both during and after office hours, and that clients will be billed with only few clicks.
  • Moreover, just like with the other two plans, you have the option to purchase additional user access for $2 per month or $20 per year.
  • Zoho Books is popular with very small businesses, so the people doing the setup may not have a great deal of experience with full-featured bookkeeping and accounting software.
  • She spent the other two writing in depth about internet and security.
  • In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization.

All reports can be exported to a CSV format or to Microsoft Excel for further customization. You can also export them to Zoho Sheet if you’re using other Zoho applications.

What Support Does This Vendor Offer?

A mobile app for iOS and Android smartphones is available as well. You’ll find a slew of other reviews on our list of the year’s best bookkeeping software for small businesses. Zoho One is a business suite that packages multiple Zoho apps into one accessible CRM platform. In other words, if you’re running a small freelancing business from home with just a few sales a month, Zoho Invoice’s free plan might be enough. Otherwise, Zoho Books’s accounting features make it a better pick.

If you’re a sole proprietor, freelancer, or just starting out,Zoho Books is made for you. Designed with a long list of comprehensive features, this accounting software works particularly well if you have inventory to manage. The only downside to the application is the lack of integration with a payroll application, which can create additional work for you if you have employees to pay.

The free version comes with some of the core features like recurring invoices, time tracking, different payment portals and customer support. The organizational tools in Zoho Invoice are intuitive and relatively easy to navigate compared to other software solutions in the market. The tabs for the dashboard, invoices, estimates, contacts, expenses, payments received, reports and so on are zoho books reviews easy to find and go through. The software offers a wide range of features and capabilities like managing and monitoring digital invoices, as well as sharing them with clients online. You can use the service to keep track and follow any transaction, personalize your invoices by utilizing the vast pre-made templates library and import various elements that are specific to your business.

Moreover, just like with the other two plans, you have the option to purchase additional user access for $2 per month or $20 per year. Additionally, if you need QuickBooks more than two users on your account but don’t want to opt for the Professional Plan, you can purchase an add-on user, for $2 per month or $20 per year.

For that you get up to 50 contacts , 2 users and 5 automated workflows. Zoho Books offers two different plans that you can choose from. If you subscribe for the annual option, it will cost you $240 per year. Zoho Books is primarily for small and medium-sized businesses, although it could be used successfully by any business.

Customers of Zoho Books have access to free, worldwide support 24 hours a day, five days a week. Accounts receivable/accounts payable automation, including automated invoice creation and payment reminders. Here are some things to know about the Zoho software that might help with the decision-making process. This may influence which products we review and write about , but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Our partners cannot pay us to guarantee favorable reviews of their products or services. Zoho constantly releases new updates to improve and streamline the service.

For that reason, the software prompts users to customize invoices to include discounts, add shipping costs, include sales personnel names for commission purposes, and more. With Zoho Books accounting software, users can share -or delegate- accounting duties to anyone in the organization, but set different permissions for employees. Get professional help with accounting by easily sharing your books with your accountant or financial advisor. Record and monitor bank recording transactions and credit card transactions like deposits, fund transfers, checks, expenses, credits, and refunds. Easily reconcile them with bank and credit card statements. Zoho Books will also cater to your needs to collect prepayments and retainers, depending on how much time or work you’ve provided to your customers. You are perfectly allowed to pull off invoices for each estimate, record your offline payments, or even associate those to selected projects and invoices.

zoho books reviews

Even though Zoho Books gives you the ability to add more users by paying a monthly or annual fee, the Professional Plan even caps the number of users at 10. Compared to other solutions, like Wave accounting or Xero, both of which allow an unlimited amount of users, this restriction could be particularly problematic. With the Basic plan of the Zoho Books accounting software, you’ll be able to create five automated workflows.

This has been our core value even before privacy frameworks became popular. Yes, we do take your consent before sharing with Zoho Partners who may help you customise our apps to your business.

If you need to see a current transaction, you can refresh the bank feed – but only once a day. Keyboard shortcuts allow you to move quickly through the software and create new transactions. “I would recommended this software because this software is one of the best tool for financial and accounting.” Multiviews scalable pricing enables us to be a great fit for rapidly growing small businesses and medium-to-large enterprises, typically those beginning to exceed $6 million in annual revenue.

Author: David Paschall


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