Zoho Books Erfahrungen

Eine kostengünstige Alternative für kleine und grosse KMU

Kommentare: Wir verwenden ZOHO Books seit mehreren Jahren für die eigene Firma und haben inzwischen zahlreiche Projekte für unsere Kunden realisiert. Die Funktionalität ist ausgezeichnet und die hohe Automatisierung spart uns viel Zeit.

Vorteile:

Einfach im Aufbau und in der Anwendung - auch mobil. Viele Personalisierungs- und Automatisierungsmöglichkeiten. Im Vergleich zu anderen Finanzsoftwareprodukten ist ZOHO Books sehr preiswert.

Nachteile:

Spesenmanagement funktioniert über ZOHO Expense hervorragend und für Lagerverwaltung bietet ZOHO Inventory die ideale Ergänzung.

Eine kostengünstige Alternative für kleine und grosse KMU

Kommentare: Wir haben eine Firmengruppe von 8 Firmen über 2 Lizenzen integrieren können. Die Firma spart viel Geld im Vergleich zur vorherigen Lösung mit Abacus.

Vorteile:

1. Die Einfachheit der Integration mit anderen ZOHO Apps aber auch mit der Software von Drittanbietern 2. Die Flexibilität für individuelle Anpassungen 3. Die intuitive Oberfläche - nur sehr geringer Schulungsaufwand 4. Die Analysemöglichkeiten, Berichte und das Cockpit, welche eine hervorragende Übersicht gewähren

Nachteile:

In der Schweiz muss der Jahresabschluss über einen Treuhänder mit von der Finma zertifizierter Software gemacht werden.

Brilliant Accounting and Book Keeping software!

Kommentare: Great! Not been using it long but it is a vast improvement on functionality and reporting compared to old software.

Vorteile:

Love the customer portal! Our clients can use self service to manage their account with us and get all their invoice and payment records as well as access to documents like our T&Cs. The invoice generating is very quick and easy with lots of customisation and extra data collecting boxes. The app is reliable and easy to use with lots of functionality too. Retainer invoice function is great for us as we offer clients a promotion to top up their account in advance to receive discounts on future invoices so this works perfectly!

Nachteile:

There is no auto connection to my particular bank yet so can't connect it all automatically as I did with my previous software however it allows for bulk uploads so you can still reconcile everything.

In Betracht gezogene Alternativen: Xero

Warum Zoho Books gewählt wurde: Lack of additional functions and reports weren't as relevant to our needs. Zoho Books came free with Zoho One plan and we were paying for Quickbooks so made sense to cut this cost.

Zuvor genutzte Software: Quickbooks Online

Gründe für den Wechsel zu Zoho Books: It was included in Zoho One plan

Zoho Books: An efficient and user-friendly accounting software.

Kommentare: As an IT intern at the university, I had the opportunity to use Zoho Books for financial management. Overall, I found the software to be user-friendly and offering a great deal of useful features, such as invoice management and expense tracking. Additionally, I really liked the integration of Zoho Books with other Zoho services, such as CRM and Human Resources, which made collaboration and project management easier.

Vorteile:

Zoho Books is an online accounting and invoicing software that offers a wide range of features at an affordable price. With this tool, users can manage invoices, payments, expenses, and time tracking all in one integrated platform. Zoho Books also offers integration with other Zoho services, such as CRM and Human Resources, which makes collaboration and project management easier. Additionally, the software allows for task automation and customization of templates and workflows, increasing efficiency and saving time in financial management.

Nachteile:

Despite the extensive feature set that Zoho Books provides, some users can find the user interface to be too complex, and it might take some time to become accustomed to all the possibilities. In addition, integration with third-party services may be limited compared to other popular accounting software and more economical plans might not include certain sophisticated capabilities like inventory management and budgeting.

Migrated from Wave to Zoho Books. Horrible experience

Kommentare: Precious time wasted. After reading their manuals, watching their videos, Googling answers, I finally had a one-on-one training session with a trainer who advised me to employ the services of a Zoho-experienced accountant in South Africa. We had thought that because of Wave Accounting's recommendation, that Zoho Books would be similarly user-friendly and intuitive. It is not at all.

Vorteile:

They seem to have an impressive array of apparently useful functions.

Nachteile:

This is the most non-intuitive, difficult, cumbersome, obscure programme I have ever worked with. Example: even in deleting our account after wasting hours trying to become functional, the instructions seemed to be clear: Log in to your account. Click the user picture. Click My Account. In the account page, select the Preferences tab. Click Close Account in the left menu. Except THERE IS NO PREFERENCES TAB IN THE LEFT MENU. They forgot to tell you to click on Settings first, and THEN select Preferences. A perfect example of what to expect from the entire platform.

Very powerful accounting platform

Kommentare: Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses. Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes this a valuable product for our business that saves time and money.

Vorteile:

Zoho Books is an excellent option for your company's bookkeeping and accounting. Invoicing and billing is done in the dashboard, reporting on income, expenditure and payables are separated and even financial reconciliations can be actioned automatically. You can create Price Lists easily to share to your customers based on your products/services you are selling.Financial reports are done automatically so you don't have to do a manual recon every month.

Nachteile:

There are limitations in terms of online payment gateways depending on your country of origin, but they do offer all major gateways.Invoice templates are basic but it does provide all the relevant information that you need.

Good Online Accounting Software

Kommentare: Simple software, can do the accounting with less accounting knowledge, its able access from any were in online.

Vorteile:

ZOHO has many other apps implementation and its able to customize according to our requirement.

Nachteile:

Reporting format of Balance sheet and Profit loss in excel need to improve.

In Betracht gezogene Alternativen: QuickBooks Time und TallyPrime

Gründe für den Wechsel zu Zoho Books: Can Access from anywhere, for our client can access from the abroad

Zoho Books

Kommentare: Zoho boos was a very good app but there are better accounting apps out there.

Vorteile:

Zoho Books is a cloud-based accounting software it offers invoicing, expense tracking, inventory management, and financial reporting. software has an easy user-friendly interface. It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and streamlining accounting tasks.It also has flexibility and customizability of Zoho Books. The software offers a range of integrations with other apps and services, such as payment gateways, CRM software, and project management tools.

Nachteile:

Customer supprt and tech support isnt really upto mark nd even learning the software is a little difficult and it taes time and steep learning curve to gets hands on experience.

Better Accounting Software

Vorteile:

Invoice and billing options are good and we can accept the credit card payment and online payment, and auto generation of monthly invoice and we can set due dates so the system will send auto reminder for aged receivables to the tenant

Nachteile:

when its come to reports like Financial reports and budget forecasting and other its bit difficult to analyze the report and it is bit confusing in Aged receivable report

Zoho Books: the perfect tool for your company's accounting.

Vorteile:

Zoho Books is a tool that has allowed me to maintain my business accounting in an easy and complete way. The prices they offer are quite affordable, allowing me to purchase the plan that suits me best. Additionally, the available guides and tutorials allowed me to quickly learn how to use the program and make the most of it.

Nachteile:

At the moment, no disadvantages have been found in this program.

Zoho Books review by N Thandi Consultancy and Projects

Vorteile:

The Online Invoicing has great features such as personalizing invoices with their logo, colours, and fonts., plus you can also track invoice status and receive payments online

Nachteile:

There are minor issues with Zoho Books, such as occasional glitches in the software or difficulty navigating certain features. However, these issues are generally minor and do not significantly affect the overall usability of the software.

useful, easy and order

Kommentare: ideal for keeping well-ordered accounting without loss of information

Vorteile:

It was a very simple platform with the initial configuration, its integration system is basic allowing all stored data to be safe and its accounting process is exact.

Nachteile:

It has been a good balance in general without complications and without fatal flaws that cannot be resolved quickly

Comprehensive & Adaptable Accounting Platform

Kommentare: Zoho Books offers a comprehensive, easy to use accounting platform that is well suited for businesses of all sizes. The setup is quick and intuitive and the platform is incredibly adaptable. However, customer service needs to be improved and the interface can be hard to navigate.

Vorteile:

Zoho Books is an incredibly comprehensive and easy to use accounting platform. It provides a wide range of features that allow you to easily manage all aspects of your business finances. The setup is quick and intuitive and the platform is incredibly adaptable to meet the needs of any size business.

Nachteile:

The customer service is not always up to par and there have been reports of slow response times. Additionally, some users find the interface a bit cluttered and hard to navigate.

Great Product For Those Who Know Accounting

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: QuickBooks Desktop Enterprise

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

Zuvor genutzte Software: Zoho Invoice

Gründe für den Wechsel zu 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.

Efficient, affordable took that's essential for my business

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: Wave Accounting und Fiverr Workspace

Warum Zoho Books gewählt wurde: 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.

Zuvor genutzte Software: FreshBooks

Gründe für den Wechsel zu 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.

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

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

Vorteile:

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

Nachteile:

the multi currency feature is sometimes glitchy in reports

In Betracht gezogene Alternativen: QuickBooks Desktop Enterprise

Warum Zoho Books gewählt wurde: more functionality

Zuvor genutzte Software: QuickBooks Desktop Enterprise

Gründe für den Wechsel zu Zoho Books: much easier interface and the integration with a partner CRM program within ZOHO

RUN do not walk way from this product!

Kommentare: I would rather deal with the IRS, Comcast and AT&T all at once than this company.

Vorteile:

Zoho has been a constant and ongoing headache since switching 3 years ago. Since then it has been an ongoing everyday headache. Support simply does not exist with this company. Support articles are 10 years old and do reflect the current software.

Nachteile:

Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.

Zoho Books reconciles bank statement automatically and GST filing is way better than anything else.

Kommentare: Overall, it's a boon, If you are in India then this is the takeaway software as it helps ease in filing GST reports.

Vorteile:

This software when I started using I thought I made a wrong choice but as in when I started managing my accounts & Books for my business, It became my friend, an accountant indeed it did everything that an accountant would do with very little accounting knowledge. The best part is if you are a startup company and you do not have strict compliances then this is for you, you don't have to hire an accountant and DIY. :)

Nachteile:

Support is the only part which sometimes made me upset as the Employees were not uniformly assisting as if they were not trained on customer service. The worse thing is they just have support for technical help and no bookkeeping support.

In Betracht gezogene Alternativen: QuickBooks Desktop Enterprise

Gründe für den Wechsel zu Zoho Books: Features & pricing were the two elements that made me choose ZohoBooks.

Has the potential, but not the backup

Kommentare: Absolutely terrible. If not for the terrible support, this product would actually be quite good. But for anyone who is new to any system, there's always questions and help needed. That's the nature of IT. And unfortunately Zoho have completely missed the mark and don't appear to care about improving on that at all.

Vorteile:

The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.

Nachteile:

The customer service is absolutely appalling. In fact, it's not even fair to call it customer service because it's more like communicating with the abyss. 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. They call you at ridiculous times and then email to say they called and to call them back. You call them back and no one is available. You leave a message for the agent to call you back and no one does.

Smart Accounting Software Built for Business

Kommentare: 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.

Vorteile:

-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.

Nachteile:

-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.

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

Kommentare: 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

Vorteile:

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

Nachteile:

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.

Great solution.. but not for everyone

Kommentare: I used Zoho Books for my own practice for 3 years+for a few of my Clients. It's fast and reliable, and developers are improving it very regularly - adding new features constantly.
I would highly recommend using it especially in the businesses that would also use other software from Zoho-like e-mail or CRM-they're well priced and are extremely cost-effective.

Vorteile:

Zoho Books is lightning fast-miles ahead of the competition if it comes to the speed of the software. The actual user experience is very close to the desktop software. Another good feature is its customizability - you'll find a plethora of options with Zoho, obviously designed with advanced reporting tools that come with Zoho Suite in mind. What's important - importing and exporting stuff from Zoho is also very simple - that comes in handy if you want to switch to another software from Zoho, you'll be able to do it-most counterparts allow you to migrate data only partly. Importing journals-extremely important feature-works flawlessly.

Nachteile:

No integrated payroll functionality - small flaw, as you can easily import journals from the software of your choice. Average bank reconciliation - filtering records is difficult, custom sorting as well. No itegrated CIS solution. No reporting directly to HMRC.

If you have Zoho CRM This product is a must

Vorteile:

This product Hooks up easily to Zoho CRM. The product works almost fluidly with the CRM. it makes it easy to see each client payment and how much we have received each month. The information the books hold really helps for some financial reports. The Reports do make my life easier kindof. Books make it easy to bill clients and it keeps all the information in one place.

Nachteile:

The Reports as mention in my pros are missing some really good information that is already there in the system. They want me to pay for Zoho reports, but to my understanding Zoho reports, I would still need to go in and set it up. In our business every month we have to pay out our salespeople. fist I'm not able to split commissions easily or add multiple salespeople to an invoice. second, if I look up sales by salesperson by month it gives me all invoices created in the month, not all invoice paid. We sell expensive web projects and could take months to close. so it is unhelpful for me to see monthly sales report because it is not correct. they also have a "payments received" a report that comes in Zoho books. This report gives me monthly sales but does not add the sales person to the report. So I build a report that takes 30 min to an hour top. I have asked them to fix this and they told me to get Zoho reports

Excellent Accounting Software for Small to Medium Size Businesses

Vorteile:

I use Zoho Books as part of my Zoho One subscription. Zoho is integral in the operation of my business. I have found these tools to be comprehensive, powerful, and relatively easy to learn and use. Zoho Books is certainly no exception. I love the automation tools and customization options. Support is also prompt and efficient.

Nachteile:

If I wasn't part of Zoho One, I'm not sure I ever would have discovered or used Books. Though it is a great option, I'm not sure how it compares with other modern bookkeeping software. I haven't examined the market recently.

Zoho Books is the best online accounting software.

Kommentare: This software makes so easy for us that how we can better manage our sales, marketing, invoices and accounts. It gives you all financial reports, payments process and sales and marketing features. I always recommended this software for the business companies which is always worried about the payment recurring and payment transaction.

Vorteile:

Zoho Books makes our life so easier by managing all of our invoices and expenses and get ready your checks to get rid all of our our money easily. By using this efficient software, we cannot worried about our banks accounts, transactions problems and we can easily collaborate with our customer and accountant. Through the Zoho Books software, our payments integration is always great and fabulous. Zoho Books also have the reporting features which gives you complete reports of your sales, marketing and purchasing information at anytime.

Nachteile:

This software is not so easy to use especially for the beginners is that they cannot easily handle the advanced payments and in this why they faced a lot of problems about the payments acceptance and invoices recurring. But otherwise it is best for the payment transaction, invoices recurring and expenses.