Zoho Books Reviews & Product Details

The one thing I like about the zoho books is the user interface, and invoice mechanism. This is something that act as a differentiation. Review collected by and hosted on G2.com.

The one thing I dislike about Zoho books is the workflow mechanism. It does have various mechanism but some advance conditioning is missing. Review collected by and hosted on G2.com.

It's easy to record transaction in zoho. Review collected by and hosted on G2.com.

Slow working of the zoho can interrupt the day to day workings Review collected by and hosted on G2.com.

Zoho Books has been a game-changer for managing finances across multiple clients. The automation features, such as recurring invoices and payment reminders save so much time, and the dashboard gives a clear overview of cash flow at a glance. I also find the seamless integration with other Zoho apps and third-party platforms like Stripe and G Suite useful. Review collected by and hosted on G2.com.

The biggest drawback for me is the lack of consolidated reporting across multiple entities. As someone who handles multiple legal entities, this limitation makes it hard to get a bird’s-eye view of overall financial performance. It would be amazing if Zoho offered native multi-entity consolidation or at least a more advanced workaround. Until then, I still need to export data and manually stitch reports together outside the system. Review collected by and hosted on G2.com.

I find Zoho Books to be very user-friendly, which makes it easy to keep track of accounting and expenses for my business and my clients. I feel it is a better product compared to what I used before and the customer service and IT support are good. The initial setup was very straightforward and easy to implement. Review collected by and hosted on G2.com.

Nothing at this point. Review collected by and hosted on G2.com.

Easy to use and any one can learn it in few days. Review collected by and hosted on G2.com.

Seperate subscription for additional branches and inventories. Review collected by and hosted on G2.com.

Seamless UI/UX for anyone to use with limited domain knowledge required Review collected by and hosted on G2.com.

Features like downloading financial statements and their filters can be made more structured Review collected by and hosted on G2.com.

Being an Engineer and no prior experience in accounts, ZohoBooks made it possible for me to manage on my own (most of the things without involving an accountant). Main use of Zoho books for me is ability to track/ generate invoice/ quotes from literally anywhere, wether I am using a laptop or phone. Review collected by and hosted on G2.com.

There are still areas were one actually needs and accountant, which is not easy as most of the accountants still prefer tally over anything else. Review collected by and hosted on G2.com.

platform functionality for all the features Review collected by and hosted on G2.com.

Difficult to locate certain features on the platform Review collected by and hosted on G2.com.

I switched von Google Workdrive to Zoho One. The offer is just amazing. It was very easy to switch due to the migration tools, Zoho offers. And now we replaced much of our tool stack with tools from Zoho (like Bigin replaces Pipedrive, Books replaces our old accounting, Campaign replacing ActiveCampaign etc.) So Zoho is our daily driver for everything and with the Zoho One offer, it's really affordable. Review collected by and hosted on G2.com.

If you do not get support from India, e.g. when you are in LATAM and have support by a local partner, the quality of support is/can be much lower, as the partners are lacking the experience and direct contact to the development teams. Review collected by and hosted on G2.com.

how it is easy to navigate and allows multiple users including my accountant to gain access at anytime Review collected by and hosted on G2.com.

sometimes a little too simplistic. Good do with a more features like google reviews or TripAdvisor to allow customers to review your business Review collected by and hosted on G2.com.