Zoho Books Erfahrungen

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

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

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

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

Very simple to categorize funds, connectivity with other tools in Zoho Suite.

Anytime a new vender is updated to an expense item, the screen needs to be reloaded and refreshed before that same vender can be selected for another item.

I have been using a single template for years and it's made my life very easy. It even creates the invoice and reminds me to send it.

I wish Zoho Books would automatically send the invoice for me but it's not a big deal. I just really like automation whenever possible.

i like the application features like setting up payment reminders through the payment gate ways, security for all users is also good

The dislike i have is that it limits number of vendors to reach according to the payments made and this sometimes affects work

It was relatively easy to switch from the previous accounting software.

They do not fix old issues unless they are critical to the functioning of the software.

Having 2nd factor authentication and many ways to retrieve transactions, as well as everything else you would need to keep your business functioning, are two features I particularly appreciate.

This is the trickiest part because I can't really think of anything I dislike; however, I do have some comment on the quality of customer support and the requirement of an internet connection.

The implementation and easy understanding of system makes the product a must have for small businesses.

Not much to complain about. The product is easy and great as is.

Zoho books has the ability to manage accounting in non-profit organizations. It also supports multi currency.

Does not really integrate with many third party apps. The reports does not allow for more customization.

Amazing to have cloud access to an accounting application. Easy to use and carry out tasks on the go

Very limited customisation features when designing quotations and invoices

Invoices are what I mainly do on Zoho Books, it's easy to use when requirements are in order and it has integrated easily into my government supported business, in PNG.

It too regulated and there more cons then pros to basic features like invoicing. I still use it though because of the professional look it has.

Simple and clean layout, easy to use and carry out functions

Invoice customisation is really lacking.

It does everything that I need it to do, and for far less than it's competition.

There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.

There are many features I didn't test because they are out of realm for my specific needs. I am sure for others they might be important but if these were "enabled as needed" rather than always there cluttering the interface that would be better.

I am a big fan of Zoho Books. For the same price of a QuickBooks subscription, I was able to purchase a license to Zoho One, which comes with dozens of other valuable apps (Zoho Forms, Zoho CRM, Zoho Survey, Zoho Social, Zoho Marketing Automation, Zoho Analytics, Zoho Sign, Zoho Meeting, Zoho Desk, Zoho Projects, Zoho Expenses, Zoho Recruit, Zoho Flow).

I did the math recently, and figured out that if I were to buy each of the Zoho applications I use from an equivalent competitor, I would be spending $600 more than the cost of a Zoho One subscription each month.

For Zoho Books in particular, it has all of the features I used in QuickBooks, plus easy-to-use workflow automations and integrations with the rest of the Zoho One suite. It's very helpful to be able to cross-reference Zoho Books data within their CRM for example.

Overall, I highly recommend Zoho Books, but encourage you to purchase the full Zoho One suite rather than Books as a standalone application.

I wish they had a few more payment processors available.

I liked the following features of Zoho BooksUser-friendly interface with quick access to important featuresIntegrations with Zoho apps and third-party toolsAutomated invoicing and payment trackingMulti-currency supportBudgeting and financial reportingMobile app availableAffordable pricing, including a free planStrong customer support.

Along with Pros, these are the limitations I faced:Limited inventory management featuresLack of advanced project management featuresBasic time tracking functionalitySome features can be confusing for new usersLimited integrations compared to other accounting softwareLimited customization options for invoices and other forms.

The setup is fairly straightforward, and the learning curve is very manageable. It's really nice to have a good (and reasonable) set of defaults for categories and account structure. That made initial use and customization pretty easy to do. The documentation is generally good, and tip links are numerous.

The only thing I find even slightly annoying is that the feed connection to the bank account is often "broken", but on the positive side the status is clear and whatever issues exist seem to fix themselves automatically within a day or two. It's not really a show-stopper; it's just annoying when I want to "clean up" things and the bank feed isn't fully current.

With unparalleled customisation and ease of use as well as the the ability to correct previous errors Zoho books has made the accounting function so much simpler than our previous software. The automation of numerous tasks has been especially useful. The professional way in which we are able to engage with our customers and suppliers has also raised our credibility.

Probably the only criticism I can raise is that the reporting section could offer more month by month reports as a standard feature, although they may be easily configured using the tool provided.

Each and every one of our clients' billing and subscription needs are handled by me personally. We really liked how simple it was to link Zoho Books and Zoho CRM. Since our customers come from all over the world, having access to many payment gateways is invaluable. The creating goods function is quite beneficial, since we offer numerous services at different pricing.

Workflow and Invoice Personalization. One company's choice of languages for use with international clients.

Zoho Books is highly regarded for its user-friendly interface, efficient automation capabilities, and comprehensive financial management features. Users appreciate the ease of creating professional invoices, tracking expenses, and generating detailed financial reports. The ability to seamlessly integrate with payment gateways and other applications is also a plus. Overall, Zoho Books is a reliable, affordable, and comprehensive accounting solution for businesses of all sizes.

some users have reported minor issues with Zoho Books, such as occasional slow loading times or difficulty finding certain features. Additionally, some users have noted that the mobile app could be more user-friendly. However, these issues are relatively minor and do not detract significantly from the overall positive user experience with the software.

I think Zoho Books is on par with all the other bookkeeping software, but what is even better is how it integrates with all of the other Zoho products. I have had to integrate SFDC with ZenDesk and other solutions and what a pain! The fact that books integrate with their CRM with their Desk app is wonderful. This does everything you need from creating invoices to managing expenses and accounts. Very easy to use and full-featured. It is a definite must for small businesses that are looking for a robust affordable solution that might also need a CRM (look at zoho one).

With any bookkeeping software, there is a learning curve. Not always the easiest, but certainly worth it. Once you get all of your accounts set up you'll need to make sure you get all of your payment processes in place. Which is nice once it's ready because people can simply pay from click on an invoice. My only complaint would be how certain things don't flow as easily as I would like to start off with. But once you get it figured out it's pretty easy and will save you tons of head aches when time goes on.

Excellent/fast support. Interface can be fun to use and is quick to respond.
Development seems to be ongoing.

Lacks basic functions like deposit slip printing (and automatically transferring those funds to bank from Undeposited Funds), ability to pre-send recurring invoices, inability to set simple defaults such as default account to accept payment to (always need to manually select Undeposited Funds when accepting checks) and no running total in account ledgers such as Undeposited Funds (how are you supposed to find and fix errors, mistakes?)

Zoho Books is the best source to create our invoices and it is the best financial reporting software in all over the world. The most significant thing about this software is that we can easily send all of our invoices and expenses and get paid online with out any problem. Moreover, Zoho Books is so easy to use and very convenient software. The another best thing about this software is that it is the best accounting financial management software because it is the most reliable software for accounting as compared to its competitors.

The most obvious difficulty that we faced while using this software is that there features are not much advanced as compared to its competitors because it cannot provide the great features of sending expenses and finance to the business companies. The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices. But still it is the best tool for business accounting.

You can automate much of your purchasing and invoicing 'paperwork' process which is wasted time you can spend actually working on your business. It integrates easily with other Zoho products, QuickBooks and Google if you need it to.

While it is very easy to integrate with other zoho products like Zoho Expense it can sometimes be hard to understand how that integration is meant to work. Some best practice documentation like using Zoho Books and Zoho Expense would be great. For instance it took me a while to figure out that I needed to make sure I had chart of account line items in both. I assumed they would sync but they didn't. I had to go to expense and create the same custom line item I did in books. Not a big deal but it would have been helpful to know that I needed to do that. Customer Support can be very inconsistent. I've had very good experience with the chat support resolving my problems immediately. However, the ticket system and email can some times take days to respond. In particular, you don't have access to your support ticket so you don't know that it has been received or looked at, nor can you update it with any additional information.

Ease of use

Customer Support and the lack of detail in payments received. My bookkeeper struggles to reconcile my PayPal payments because the fees aren't identified.