# OfficeBooks Reviews
**Vendor:** Officebooks  
**Category:** [Discrete ERP Software](https://www.g2.com/categories/discrete-erp)  
**Average Rating:** 4.1/5.0  
**Total Reviews:** 61
## About OfficeBooks
OfficeBooks is a simple web based business management application optimized for distributors and manufacturing. Whether you hold inventory or not, OfficeBooks automates your purchase, sales and work orders generation - leaving you free to build your business. Our focus is on enabling our customers to take charge of their day and get things done.




## OfficeBooks Reviews
  ### 1. Simple web for office management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nicole C. | Sales Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 11, 2023

**What do you like best about OfficeBooks?**

Users can take charge of everything easy

**What do you dislike about OfficeBooks?**

It can confuse users with some explainin

**What problems is OfficeBooks solving and how is that benefiting you?**

Solving issues with the deliveries

  ### 2. OfficeBooks for business management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ania Z. | Managing director, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2022

**What do you like best about OfficeBooks?**

It helps memonitor and manage my manufacturing business with easy

**What do you dislike about OfficeBooks?**

There is no cons on my opinion the only thing I didn't like it's that it's very complicated to set it up, rather then that it's very good and easy to use. User friendly

**What problems is OfficeBooks solving and how is that benefiting you?**

I like that it allowed me to keep all the financial parts in one platform, helps me manage day to day operations of my business. Setting up process is a little difficult

  ### 3. It's great!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 14, 2022

**What do you like best about OfficeBooks?**

I love that I can access my files from anywhere, I don't have to be in my office. I also like that my files are secure.

**What do you dislike about OfficeBooks?**

Since it is cloud based, you are reliant on the internet. So if you don't have a good signal or no signal, you cannot access your files.

**What problems is OfficeBooks solving and how is that benefiting you?**

I am able to share important documents with multiple people.

  ### 4. Easy to use, great for small business

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 23, 2021

**What do you like best about OfficeBooks?**

Very organized. Straight forward and easy to navigate.

**What do you dislike about OfficeBooks?**

Need more tutorials so I don't have to use YouTube

**What problems is OfficeBooks solving and how is that benefiting you?**

I have not had any problems. It helped organize financials

  ### 5. OfficeBooks.com helps businesses flourish for only $9.99 monthly

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 11, 2019

**What do you like best about OfficeBooks?**

The purchasing aspect only calls $9.99 a month and allows my business unlimited records and unlimited amount of users for the business. They also allow a free limited trial to try it out! Also love that I can cancel anytime.

**What do you dislike about OfficeBooks?**

I dislike that the distributor aspect costs about 7x as much, but has more options for it, and goes up in price per specialty area.

**Recommendations to others considering OfficeBooks:**

Great option to consider and can utilize OfficeBooks anywhere anytime. Paid packages include a lot, however the free trial is a great snippet of what you are getting into.

**What problems is OfficeBooks solving and how is that benefiting you?**

My issue is the new features every month that I cannot easily adapt to, however I do enjoy the automatic data backup and how it updates monthly and I an import from Excel.

  ### 6. Office books got start up

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2019

**What do you like best about OfficeBooks?**

Used office Books  to keep track of new start up I was helping out with. It was organized and kept things in all one place

**What do you dislike about OfficeBooks?**

It was confusing to learn at first but I didn’t the tutorials and it really helped. They had great resources to use if you had question 

**What problems is OfficeBooks solving and how is that benefiting you?**

We were a start up trying to keep our accounts in order. We didn’t know much of what we were doing not being business people but it really helped 

  ### 7. Simple and easy to learn

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 07, 2018

**What do you like best about OfficeBooks?**

I like how easy it is to keep up with work and invoicing even on the go. The tools are all there and easy to get to. Creating a work order is simple and quick, everything is straight to the point! It's an easy program to train other employees how to use without overwhelming them. If there is an issue most times we are able to get through it using the built in help without having to dig too deep on our own.

**What do you dislike about OfficeBooks?**

The one thing I would change is a step by step instructional for users who are completely new to the program, that would take much time off of the employers trying to teach 10+ people in an office how to use the program and all of the MANY features it has. The help system is great but sometimes not in depth enough especially for first time users.

**What problems is OfficeBooks solving and how is that benefiting you?**

Invoicing, purchase orders, work orders, some inventory.  The benefits are being able to spend more quality time on other projects instead of finding your way around a program and all of your information contributed towards it. Its easy to search and input everything from orders and invoices to inventory.

  ### 8. OfficeBooks the most efficient way to do bussinees

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 16, 2018

**What do you like best about OfficeBooks?**


OfficeBooks is an affordable and powerful manufacturing management solution that has been optimized for small manufacturing operations. Created in 2010, OfficeBooks is used by over 2000 businesses worldwide. Although it is an inventory management system at its core, the system integrates with multiple parts of a business, including work orders, sales quotes and contact management.

**What do you dislike about OfficeBooks?**

Wish more business would use OfficeBooks would be so much benefits reach from it, and we all could work better n more efficient 

**Recommendations to others considering OfficeBooks:**

If you are looking for a very practical and easy to use software application, then this is the one for you!

**What problems is OfficeBooks solving and how is that benefiting you?**

As soon as an order is created, suppliers are notified, so they can review and give their approval online. With each new work order, inventory is updated to reflect the new item count. Any inventory shortages result in an automatic notification to contact the

  ### 9. Office books is smooth

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 30, 2018

**What do you like best about OfficeBooks?**

Ob never ceases to fail from an up time perspective. Syncs with other apps well

**What do you dislike about OfficeBooks?**

Many don't like to use ob so I must use other apps. Small user base

**Recommendations to others considering OfficeBooks:**

Like all Microsoft products it can be slow

**What problems is OfficeBooks solving and how is that benefiting you?**

Organization and maintaining accounting

  ### 10. Office Books so helpful a+

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2018

**What do you like best about OfficeBooks?**

Amazing user friendly interface
Makes our business run smooth.

**What do you dislike about OfficeBooks?**

Nothing. We use it every day and there is no better alternative

**Recommendations to others considering OfficeBooks:**

Just buy it!

**What problems is OfficeBooks solving and how is that benefiting you?**

Very user friendly. Would recommend to anyone. 

  ### 11. Office Books CRM

**Rating:** 3.5/5.0 stars

**Reviewed by:** Misty P. | Attendance Technician, Education Management, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 05, 2017

**What do you like best about OfficeBooks?**

This CRM has plenty of room for notes and is easy to integrate with current database. With the notes section all members of the team can keep up with all customers. 

**What do you dislike about OfficeBooks?**

I dislike that during the database integration new customers cannot be added. Luckily the integration was quick. The notes field was not immediately available for all members of my team to view. Which is essential, once the integration was complete this problems was resolved.  

**What problems is OfficeBooks solving and how is that benefiting you?**

I benefited from this product tremendously because I was able integrate all my customer databases into 1 database.  

  ### 12. Easy, Intuitive, Ready to Roll Software

**Rating:** 3.5/5.0 stars

**Reviewed by:** Kathryn P. | Intern, Events Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 05, 2017

**What do you like best about OfficeBooks?**

Officebooks is simple, direct, and user-friendly.  I always appreciate an intuitive program, and this one, while it has its own bells and whistles, it prides itself on being basic enough that you don't have to invest a ton of time before getting up and running, and overall it is a good product for a small business.

**What do you dislike about OfficeBooks?**

It would be nice if there were an android app for mobile-office work, and it is definitely developed for small businesses (which isn't necessarily a con, but definitely something to keep in mind).

**What problems is OfficeBooks solving and how is that benefiting you?**

It's great for organizing purchasing and sales orders, and the fact that it's available to all platforms makes it super nice on the go.

  ### 13. OfficeBooks works!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Airlines/Aviation | Enterprise (> 1000 emp.)

**Reviewed Date:** January 04, 2018

**What do you like best about OfficeBooks?**

Entry of data is easy to accomplish and data points clearly evident

**What do you dislike about OfficeBooks?**

OfficeBooks is just a bit over priced based on other offerings

**Recommendations to others considering OfficeBooks:**

Recommend you try OfficeBooks and improve your accounting efforts

**What problems is OfficeBooks solving and how is that benefiting you?**

Data entry that is needed by other users is readily available.

  ### 14. MAKE YOUR WORK EASY

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Maritime | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 05, 2018

**What do you like best about OfficeBooks?**

ITS GREAT PROGRAM FOR WORK, AND FOR ALL BUSINESS PEOPLE. its great because help to optimized all work for distributors and manufacturing

**What do you dislike about OfficeBooks?**

nothing, i found this program recently so  we are still learning and meeting with everything, but it is easy to use

**What problems is OfficeBooks solving and how is that benefiting you?**

great for organize all work, for parts that includes sales ( orders, requests, quotations, invoices)

  ### 15. Easy to use once you get the hang of it. 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** December 29, 2017

**What do you like best about OfficeBooks?**

The format for data. It's easy to browse and keep track of your entries. I simply like the layout.

**What do you dislike about OfficeBooks?**

There isn't much to dislike. It's not your typical software but it works for the purpouse.

**Recommendations to others considering OfficeBooks:**

Give it a shot, it has more features than you think 

**What problems is OfficeBooks solving and how is that benefiting you?**

Keeps averting organises and it's easy to share 

  ### 16. Officebooks 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sabrina M. | Office Manager, Consumer Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 29, 2017

**What do you like best about OfficeBooks?**

Ease of use, simple and direct. Helps keep me organized.

**What do you dislike about OfficeBooks?**

I have not found any dislikes yet to the program.

**What problems is OfficeBooks solving and how is that benefiting you?**

Helps with organization and track of sales orders and purchasing.

  ### 17. Officebooks for the office

**Rating:** 4.0/5.0 stars

**Reviewed by:** Janet L. | Associate Recruiter, Staffing and Recruiting, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2017

**What do you like best about OfficeBooks?**

Officebooks helps me stay organized, and keep track of everything I have to do in that day. Office books also allows me to check off things that need to be purchased/acquired. Officebooks also allows for immediate purchases, as it accepts credit cards. 

**What do you dislike about OfficeBooks?**

I dislike some of the tedious work that may come out of using the lists. If there was a way to summarize all the data put into the sheets, it would be a lot more convenient. 

**Recommendations to others considering OfficeBooks:**

Officebooks should have features to set reminders as well, so purchase orders/inventory can be met on time. 

**What problems is OfficeBooks solving and how is that benefiting you?**

It allows for the organization to stay organized as a whole, and keep track of everything that is going in and out of the office. There's a lot more control that comes into play with Officebooks. 

  ### 18. Quickbooks is easy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Allison M. | Sales Manager, Retail, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 31, 2017

**What do you like best about OfficeBooks?**

The product is user friendly and very easy to set up.

**What do you dislike about OfficeBooks?**

Sometimes it seems like there are glitches, but usually we just reboot and its great again!

**What problems is OfficeBooks solving and how is that benefiting you?**

We enter invoices, Pay bills, Inventory, and use the charts.  They are all great! 

  ### 19. Very user friendly and app is helpful 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nikki P. | Founder & Teacher, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2017

**What do you like best about OfficeBooks?**

The app, it tracks mileage.  I use it to and from jobs to keep track of it all.  

**What do you dislike about OfficeBooks?**

The reminders, I can't figure out how to shut them off when not using the app.

**What problems is OfficeBooks solving and how is that benefiting you?**

Accounting, mileage and expenses.  It is has been helpful to keep all of these in one place.  

  ### 20. Highly recommend!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sukhi G. | CEO, Real Estate, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2017

**What do you like best about OfficeBooks?**

Easy to use! Love the different options.

**What do you dislike about OfficeBooks?**

Nothing!! Everything is easy to use!!!!!

**What problems is OfficeBooks solving and how is that benefiting you?**

Using it to manage clients and share files.

  ### 21. Dropbox Review 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 13, 2017

**What do you like best about OfficeBooks?**

The fact that you can share documents and files with co-workers. 

**What do you dislike about OfficeBooks?**

That you had to drag the documents into dropbox. 

**Recommendations to others considering OfficeBooks:**

Use office-books and Dropbox together. 

**What problems is OfficeBooks solving and how is that benefiting you?**

The ability to share documents throughout the entire office. 

  ### 22.  very easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 11, 2017

**What do you like best about OfficeBooks?**

The thing that I like best is that it is so easy to use and that it is so accessible. With the integration of this application I am able to easily access documentation in the office, at home, or while on business trips.

**What do you dislike about OfficeBooks?**

I have found nothing about this application that I do not like, I have found it helpful and useful. I would recommend.

**What problems is OfficeBooks solving and how is that benefiting you?**

It has been helpful in creating office spreadsheets and inventory spreadsheets, it also keeps all documentations stored on the cloud so I am able to access it anywhere.

  ### 23. User Friendly Program!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sara B. | Sales Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 27, 2017

**What do you like best about OfficeBooks?**

I really enjoy how easy this application is to use! Very user friendly, easy to understand, and easy to navigate. Reports are easy to create and maintain, and the reports are easy to track. I would highly recommend this for anyone who does not want to spend a lot of time learning a complicated program.

**What do you dislike about OfficeBooks?**

Since the program is simple to use, it's also a double-edged sword. There are not many features to take advantage of like some other similar programs out on the market that function the same for the most part.

**Recommendations to others considering OfficeBooks:**

This is a great program to break in for new employees! Easy to use, and easy to learn. If just depends on if you want to invest the money since there are similar programs out there at no cost.

**What problems is OfficeBooks solving and how is that benefiting you?**

The reports and tracking are easy to maintain so we're able to analyze sales at a faster rate, and see where we need to improve. Also the ability to share views with other employees is a huge plus. 

  ### 24. use for internal notes and copies of documents

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rosa d. | Customer Service Representative, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** October 18, 2017

**What do you like best about OfficeBooks?**

the ease of use, very user friendly  and a great product

**What do you dislike about OfficeBooks?**

nothing short of a good product-user friendly product

**What problems is OfficeBooks solving and how is that benefiting you?**

slides 

  ### 25. Effective tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** December 14, 2017

**What do you like best about OfficeBooks?**

I like the software a lot. I think it has many useful functions.

**What do you dislike about OfficeBooks?**

I think the layout can be improved a little.

**What problems is OfficeBooks solving and how is that benefiting you?**

It’s very good for inventory counting.

  ### 26. Like the product so far.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jim M. | ERJ 175 Captain, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2017

**What do you like best about OfficeBooks?**

It's a very simple web-based business management system that has made running our business very easy!

**What do you dislike about OfficeBooks?**

It could be updated more often and have easier directions for us.

**Recommendations to others considering OfficeBooks:**

It's easy to use and very user-friendly. They have a great reputation for their products.

**What problems is OfficeBooks solving and how is that benefiting you?**

Use it often and save your work. Teach more than one person to practice on drafts.

  ### 27. Easy way to log and maintain up to date data.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.)

**Reviewed Date:** September 05, 2017

**What do you like best about OfficeBooks?**

How easy it is to learn and fast to put in information and data on each sales.

**What do you dislike about OfficeBooks?**

Have not found a dislike yet due to limited time working on it. 

**Recommendations to others considering OfficeBooks:**

Just be patient with the learning process!! 

**What problems is OfficeBooks solving and how is that benefiting you?**

Putting information in a safe place. The benifets are huge when remembering important information for the clientele.

  ### 28. Wonderful way to stay organized

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 07, 2017

**What do you like best about OfficeBooks?**

the easy use of the product. Makes my work day go by easier, i can manage every activity at once and complete every task on time.

**What do you dislike about OfficeBooks?**

This product is great, I can not think of anything that is wrong with it. 

**What problems is OfficeBooks solving and how is that benefiting you?**

Helping me stay organized and ontop of my daily tasks at work. I am able to manage and organize several tasks and clients at once.

  ### 29. DM review of OfficeBooks

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 03, 2017

**What do you like best about OfficeBooks?**

Flexibility and help documentation, very intuitive

**What do you dislike about OfficeBooks?**

Not many other people use it so hard to speak to others about it, or share user experiences

**What problems is OfficeBooks solving and how is that benefiting you?**

Organizational speed of finding what I need, when I need it

  ### 30. Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** July 26, 2017

**What do you like best about OfficeBooks?**

I like how the system is simple and integrated. Easy to install and get started

**What do you dislike about OfficeBooks?**

Nothing to not like very simple system. A little faster support the wait times were a bit long

**Recommendations to others considering OfficeBooks:**

NA

**What problems is OfficeBooks solving and how is that benefiting you?**

Helps track my sales and leads. What Ben if its I have realized is I should have used it alot sooner helped simplify my sales data

  ### 31. OfficeBooks

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 05, 2017

**What do you like best about OfficeBooks?**

Easy to use and easy to get started & understand.

**What do you dislike about OfficeBooks?**

I don't really have any dislikes when it comes to this product.

**Recommendations to others considering OfficeBooks:**

Give it a try. It's easy to use.

**What problems is OfficeBooks solving and how is that benefiting you?**

It makes our business more efficient.

  ### 32. Good for what we needed it for.

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 26, 2017

**What do you like best about OfficeBooks?**

The platform was simple to use. Very efficient.

**What do you dislike about OfficeBooks?**

Sometimes the online side could lag a bit.

**Recommendations to others considering OfficeBooks:**

Enjoy the easy to use product

**What problems is OfficeBooks solving and how is that benefiting you?**

Keep orders moving. 

  ### 33. Office books review 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 28, 2017

**What do you like best about OfficeBooks?**

I appreciate the most the amount of data that is able to be collected. 

**What do you dislike about OfficeBooks?**

I would like to see more reasources to help teach other to use the software.

**Recommendations to others considering OfficeBooks:**

Give tutorials a thorough amount of attention.

**What problems is OfficeBooks solving and how is that benefiting you?**

In the digital age is so imperative to have our information collected and recorded with office books. 

  ### 34. Easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lily D. | Buyers Agent, Real Estate, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2017

**What do you like best about OfficeBooks?**

Easy to use, and helpful to create office spreadsheets. I used it to create inventory sheets and to keep track of income. I would recommend it to all real estate agents.

**What do you dislike about OfficeBooks?**

There are free tools out there that I sometimes think about using, because I am on commission and I never know when the next pay check will be, I like to keep my costs to a minimum.

**What problems is OfficeBooks solving and how is that benefiting you?**

This tool helps me keep track of my current clients. I look at it every day and if I didn't have this in front of me, I would let a lot of my business slip through the cracks.

  ### 35. Simple and very accessible 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Benjamin F. | Actor, Entertainment, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2017

**What do you like best about OfficeBooks?**

For someone brand new to it, it's been a delight to figure out and get in to

**What do you dislike about OfficeBooks?**

I didn't much like switching over from Mindbody online, so it just took some getting used to a new software

**What problems is OfficeBooks solving and how is that benefiting you?**

Lots of accounting issues, including invoices, petty cash tracking, day to day expenses that come from the register, etc

  ### 36. Great Product. Easy to use. 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 27, 2016

**What do you like best about OfficeBooks?**

I really have enjoyed using OfficeBooks. It is a great product that is very easy to use. It is self explanatory, and it makes my job so much easier. I always love using programs that I don't have to stop and take the time to read the instructions or go through a video or manual or slideshow to be taught how to use it. As a business professional, that wastes my valuable time. I was able to just jump right in and get started with this program without any trouble, and that really helped to get me organized and benefit my office without having to spend a lot of new time learning an all new program and changing every little thing about how my office does business. Although, I've only been using this product for a few weeks, I would definitely recommend it to other business professionals who are in the market for these type of tools. 

**What do you dislike about OfficeBooks?**

I haven't been using this product for too long yet, and I haven't found any real big things that I dislike. I am completely satisfied with this product so far. I will come back and do another review after I have been using this product for more than a few weeks. I'm sure after that time that I will be able to give a better idea of what I think needs to be worked on, and what i think is already really good and up to the standards of my personal office. 

**What problems is OfficeBooks solving and how is that benefiting you?**

This has really helped us to get very organized. It keeps everything in line for me, and it helps me to pull up things easily and see what has been done and what has to be done. 

  ### 37. Suitable for work purposes

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2017

**What do you like best about OfficeBooks?**

Efficient navigational systems make it easy to get work done

**What do you dislike about OfficeBooks?**

There is not much autonomy in everyday work 

**What problems is OfficeBooks solving and how is that benefiting you?**

I have to get my manager to allow me to use certain aspects of it, that's probably just there settings though 

  ### 38. Standard software that works across platforms

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 27, 2017

**What do you like best about OfficeBooks?**

this works with most platform in any industry and any other software, extremely easy to manage and fix.

**What do you dislike about OfficeBooks?**

plenty of viruses, always running into management software issues, always needing an IT person close at hand

**Recommendations to others considering OfficeBooks:**

none

**What problems is OfficeBooks solving and how is that benefiting you?**

Rela estate solutions and analysts  looking at commercial and residential trends

  ### 39. Review of Office Books

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2017

**What do you like best about OfficeBooks?**

The simplicity of the system is virtually fool proof even for an inexperienced operator

**What do you dislike about OfficeBooks?**

Nothing really it is difficuly to find a flaw, if there is an issue customer service and back up is excellent

**Recommendations to others considering OfficeBooks:**

Do the free trial and you will be convinced

**What problems is OfficeBooks solving and how is that benefiting you?**

Up to date trial balances always available , trading figures available, P&L ,these statements are made subject to postings being kept up to date

  ### 40. Great 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2017

**What do you like best about OfficeBooks?**

Great price, the inventory service is very good, is good as well for the multiple task you might have been doing

**What do you dislike about OfficeBooks?**

There is nothing that our company dislikes about this application, is recomended

**Recommendations to others considering OfficeBooks:**

is a good price 

**What problems is OfficeBooks solving and how is that benefiting you?**

organization of our procedures 

  ### 41. Everyday use of Officebooks

**Rating:** 4.0/5.0 stars

**Reviewed by:** Peter K. | Personal Banker - Small business specialist/Manager on Duty, Financial Services, Enterprise (> 1000 emp.)

**Reviewed Date:** May 09, 2017

**What do you like best about OfficeBooks?**

the ability to access the microsoft softwares easily

**What do you dislike about OfficeBooks?**

this product does not make it easy for those who are unfamiliar with current technology

**What problems is OfficeBooks solving and how is that benefiting you?**

client interaction

  ### 42. Officebooks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2017

**What do you like best about OfficeBooks?**

Great templates for the multiple sales flyers I need. 

**What do you dislike about OfficeBooks?**

Needs more options to do power point, quick 

**What problems is OfficeBooks solving and how is that benefiting you?**

Nothing

  ### 43. Absolutely LOVE using Officebooks !!!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 20, 2016

**What do you like best about OfficeBooks?**

When it comes to using Officebooks, it succeeds all expectations. And it sets the bar higher for any other accounting tool. I highly recommend for those that have to use sales sheets and account receiving and expense reports. 

**What do you dislike about OfficeBooks?**

My only complaint is that I wish there was an automatic fill in for previous weeks and months. This would take a lot off my plate, during inventory, at the end of the month. 

**Recommendations to others considering OfficeBooks:**

I highly recommend for beginners that are just learning how to use accounting computer programs. 

**What problems is OfficeBooks solving and how is that benefiting you?**

I am able to compare cost versus purchase. This allows for an easy comparison from other years. Then I am able to use the rule of supply and demand . I wish other accounting tools were this easy. 

  ### 44. Very good experience 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.)

**Reviewed Date:** April 12, 2017

**What do you like best about OfficeBooks?**

good organization and instructions. lets me organize customers information and investments and easily able to pull up customer information when needed to assist.

**What do you dislike about OfficeBooks?**

sometimes things get too crowded on the site 

**Recommendations to others considering OfficeBooks:**

review slowly and take time when savings notes and documents 

**What problems is OfficeBooks solving and how is that benefiting you?**

opening retirement accounts and personal accounts to help customers organize their income and investments 

  ### 45. Great, loved it!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Allison R. | Park and Facility Supervisor, Facilities Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 09, 2017

**What do you like best about OfficeBooks?**

I loved how SIMPLE this product was. It made it very easy to access inventory and check back on what are records were looking like. 

**What do you dislike about OfficeBooks?**

I didn't like that it was hard to grasp at first. But once I got it, it was simple!

**What problems is OfficeBooks solving and how is that benefiting you?**

We solved a lot of inventory issues and it allows us to easily research what we have. 

  ### 46. Very user friendly programl

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 30, 2017

**What do you like best about OfficeBooks?**

Kind of difficult to use in beginning , but learned quick now its easy

**What do you dislike about OfficeBooks?**

 i dont dislike anything. OfficeBooks is a simple web  business management application awesome for distributors and manufacturing. Whether you hold inventory or not, helping you build your business. 

**What problems is OfficeBooks solving and how is that benefiting you?**

my organization skills have greatly improved and have some kind of order in my office materiel 

  ### 47. Used it, Loved it

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.)

**Reviewed Date:** May 02, 2017

**What do you like best about OfficeBooks?**

System was was easy to learn and navigate through. 

**What do you dislike about OfficeBooks?**

I am a Mac user it it often didn't play well with my other systems. 

**What problems is OfficeBooks solving and how is that benefiting you?**

It allows you to solve different issues you encounter in more than one way. 

  ### 48. Simple Product - Great Results

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 20, 2016

**What do you like best about OfficeBooks?**

I absolutely love the user interface. It's unassuming but very powerful in what it can do. 

**What do you dislike about OfficeBooks?**

The program can lag sometimes. Not really a big issue, but it can be a hassle if you have a lot of orders to consolidate. 

**What problems is OfficeBooks solving and how is that benefiting you?**

Again, when the program lags or shuts down it creates a headache in terms of production. However, without this product alone we would be lost! The automation of our inventory is amazing and gives us a positive ROI year over year. 

  ### 49. Perfect for a small business owner like me

**Rating:** 5.0/5.0 stars

**Reviewed by:** Riane T. | Owner, Construction, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 29, 2016

**What do you like best about OfficeBooks?**

This program is very well designed and easy to use, My sales orders, purchase orders and work orders are all kept in the same place as my business contacts. I use this program daily to keep track of all my current orders.

**What do you dislike about OfficeBooks?**

I have an Android smartphone and am not able to use my Officebooks through a mobile site. I would get a lot of use out of a simplified, mobile app for quick access when away from my computer.

**Recommendations to others considering OfficeBooks:**

A must have tool for small business owners needing to organize work orders.

**What problems is OfficeBooks solving and how is that benefiting you?**

Officebooks keeps my company on track by organizing my sales,work&purchasing orders as well as my business contacts.

  ### 50. Easy to use business solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 23, 2017

**What do you like best about OfficeBooks?**

I like the ease of integration. It was easy to pick this up and start to use it without spending a huge amount of time figuring out how to start. 

**What do you dislike about OfficeBooks?**

I think the price is a little high for a small business. 

**Recommendations to others considering OfficeBooks:**

Great for larger companies. 

**What problems is OfficeBooks solving and how is that benefiting you?**

Customer communication. It made it very easy to reach out to my clients. 


## OfficeBooks Discussions
  - [What is OfficeBooks used for?](https://www.g2.com/discussions/what-is-officebooks-used-for)

- [View OfficeBooks pricing details and edition comparison](https://www.g2.com/products/officebooks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+10%3A50%3A30+-0500&secure%5Bsession_id%5D=be7d6401-318d-4a2b-a544-9cc760739895&secure%5Btoken%5D=22c9d3a798eeb0d8de469866965a5939b1ac02b90f0e0dce3ed69cc7ee671cc0&format=llm_user)

## OfficeBooks Features
**Accounting**
- Chart of Accounts
- AP Automation
- AR Automation
- Journal Entries
- Tags & Dimensions
- Cash Management
- Payment Settlements
- Payment Methods

**Accounting**
- AP Automation
- AR Automation
- Audit Trail
- Budgeting / Forecasting
- Collections Automation
- Financial Statements
- Invoice Customization
- Journal Entries
- Monitor Cash Positions
- Payment Processing
- Recognition Rules
- Reconciliations
- Tags / Dimensions
- Payments Scheduling
- Payment Settlements 
- Payment Methods

**Inventory & Warehouse**
- Inventory Tracking
- Inventory Costing
- Product Master
- Inventory Forecasting
- Integrations

**Back Office**
- Allocation
- Asset Register
- Maintenance
- Organization Management
- Purchase Orders
- Requisition
- Sourcing
- Status
- Time & Attendance Tracking

**Purchasing**
- Demand
- Purchase Orders
- In Transit
- Receiving

**Front Office**
- ATP
- Contact & Account Management
- Customer Portal
- Product & Price List Management
- Promotions and Discounts
- Quote & Order Management
- Returns / Refunds
- Territory & Quota Management

**Sales & Marketing**
- Customer Master
- ATP
- Order History
- Returns
- Credit Limits
- Pricing & Discounts

**Integration**
- Data Import and Export Tools

**Manufacturing**
- WIP
- Work Orders
- MRP
- BOM
- MPS
- Shop Floor

**Logistics**
- Centralized Inventory Database
- In Transit
- Inventory Forecasting
- Inventory Pricing and Costing
- Inventory Reporting
- Inventory Tracking / Ordering
- Picking Methods
- Picking Planning
- Receiving
- Shipping Options

**Quality Management**
- Inspections
- Rework
- Waste
- Defects

**Platform**
- Customization
- Output Document Generation
- Performance and Reliability
- User, Role, and Access Management
- Workflow Capability

**Distribution**
- Picking & Packing
- Shipping
- Tracking

**Production**
- BOM
- Defects
- Identify Demand
- Manage Resources
- MPS
- MRP
- Production Plans
- Rework
- Shop Floor
- Waste
- WIP

**HR**
- Payroll
- Time & Attendance

**Reporting & Analytics**
- Custom Reporting
- Dashboards
- Integration

**Generative AI **
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - ERP Systems**
- Decision Making

**Agentic AI - Discrete ERP**
- Cross-system Integration
- Natural Language Interaction
- Decision Making

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