Zoho Books Reviews & Product Details

I love how Zoho Books helps me efficiently manage various aspects of my business, from tracking expenses and generating invoices to processing payments and handling tax compliance. It's fantastic at sorting these tasks, making bookkeeping, which can be a hassle, much more manageable. The integration capabilities, particularly in managing customer invoices and company expenses, are impressive. I really appreciate its ability to manage client contact information and employee management, including salaries and report generation for taxation. The multi-currency invoicing feature with supported payment gateways is a neat aspect, allowing for seamless payment collection. I value how transactions sync with bank accounts, listing all pertinent expenses automatically, making it straightforward to manage my finances. Zoho Books strikes a balance between complexity and simplicity, providing all the necessary features without overwhelming me, unlike more minimalist solutions like Excel or more complex ones like Tally. I also appreciate the ease of setup; it’s user-friendly and doesn’t initially require payment, so even someone without a technical background can handle it with ease. All these features together form an excellent package that is easy to work with and reasonably priced. Review collected by and hosted on G2.com.

I think the pricing could be lowered a bit for Zoho Books. While there is a starter package that is free up to a certain turnover, needing features like multi-currency invoicing requires opting for a professional package, which is expensive. This can be burdensome for companies without substantial turnover but in need of such features. I believe they should offer more flexible pricing to make these services more affordable for a wider range of companies. Review collected by and hosted on G2.com.

simple software but with limitation. not robust as MS Dynamics Review collected by and hosted on G2.com.

It all started with a simple decision: I wanted to cancel my Zoho Books subscription. The software wasn’t meeting my small business’s needs, and I figured it would be a straightforward process. I’d heard of companies making cancellations tricky, but I never imagined the ordeal I was about to face.

I reached out to Zoho’s customer support through their chat system, expecting a quick resolution. The representative was polite but unhelpful, directing me to a set of instructions on their website to cancel my subscription. They sent me a link to a help page titled “How to Cancel Your Zoho Books Subscription.” Hopeful, I clicked through, only to find a maze of FAQs and settings menus with no clear “Cancel Subscription” button. The steps described a link that simply didn’t exist. I double-checked, refreshed, and even tried different browsers, but it was nowhere to be found.

Frustrated, I contacted support again. This time, I was told they couldn’t cancel it from their end and that I had to follow the website’s process. I explained the missing link, but they insisted it was there and suggested I clear my cache or try another device. I did both—still nothing. Hours turned into days as I emailed back and forth, each response from Zoho pointing me to the same nonexistent link. It felt like a deliberate runaround, as if they were banking on me giving up.

Meanwhile, my credit card was charged again for another month. I realized I couldn’t trust Zoho to handle this fairly. Desperate, I called my bank and explained the situation. They flagged the charges as unauthorized and advised me to cancel my credit card to prevent further charges. It was a hassle—changing my card meant updating all my other subscriptions and payments—but it was the only way to stop Zoho from taking my money.

In the end, I got a new card, and the charges stopped. But the experience left me angry and betrayed. Zoho’s refusal to assist and their broken cancellation process cost me time, stress, and money. I’m sharing this story to warn others: be cautious with Zoho Books. Never give them your credit card details unless you’re prepared to fight to get them back. If you’re considering their service, think twice—there are other accounting tools out there that don’t trap you in a cycle of frustration. Review collected by and hosted on G2.com.

- Zohobooks is entirely cloud-based, which means that there is no need for maintaining and backing up of data at the source system, and team members can collaborate and update the data easily.

- Any kind of documents can be attached with the entries passed in the system, this helping in documents and invoice management (on cloud).

- It is a plug & play software, with minimal time required for set up.

- It has a lot of functionalities in-built like forex conversion and revaluation, taxes management, vendor payments, etc.

- It has excellent partnership with HSBC and a few other banks, because of which vendor payments and bank reconciliations are faster and easier. Review collected by and hosted on G2.com.

The support team is a bit slower, and they are usually hesitant to take suggestions on product improvement. They work like a typical call centre. Review collected by and hosted on G2.com.

Like many other accounting software options, Zoho Books offers standard features such as invoicing, bank reconciliation, and inventory management. However, what stands out for me is the invoicing automation, including recurring invoices and the ability to connect bank reconciliation with the bank server. These features save time and make the process more efficient. Additionally, Zoho Books integrates seamlessly with other Zoho apps. For example, once our RM travel expenses are approved in Zoho Expense, they are automatically reflected in Zoho Books, which makes the workflow easy and very helpful. I have also found their customer support to be responsive, having received assistance twice through chat. I use Zoho Books regularly, and these are the aspects I appreciate most about the software. Review collected by and hosted on G2.com.

One of the main things I dislike about Zoho Books is that it does not support managing multiple entities within a single account. This means we have to use separate logins for each entity, which is quite inconvenient. Another significant issue is that our sister concern operates in US staffing, so we work night shifts in India. During those hours, customer support is unavailable since it only operates during standard Indian business hours. Additionally, searching for transactions is challenging because I feel the search functionality is limited. Implementing Zoho Books from our previous accounting software was also a lengthy process, taking us several months, which was another drawback. Review collected by and hosted on G2.com.

What I like best about Zoho Books is how effortlessly it simplifies complex accounting tasks. From automated invoicing and payment reminders to real-time GST filing and clean financial reports—everything just flows smoothly. The interface is intuitive, so even non-accountants can use it without feeling lost. Plus, the automation features save me hours every week, which lets me focus more on strategy and less on manual work. It truly feels like Zoho Books was designed with the user in mind. Review collected by and hosted on G2.com.

While Zoho Books is overall a fantastic platform, there are a few areas that could be improved. The biggest one for me is the limited customization in certain reports and templates—sometimes I wish I could tweak layouts or add specific fields more freely. Also, the learning curve can be a bit steep for beginners, especially when exploring advanced features like workflows or integrations. Lastly, while support is generally helpful, response times can be slower during peak hours. But none of these are deal-breakers, and the regular updates show that Zoho is actively listening to feedback. 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.

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.

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.

ease of use

ease of generating the invoice Review collected by and hosted on G2.com.

actually, it is very good for me

I did not find anything bad Review collected by and hosted on G2.com.