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.

accounting software for all, am able to manage customer invoices either online or by mails, i like the ability to automate recharging invoices and sitting up payment reminders through online payment gateways its really good for me

it limits vendors list and once reached you have to pay additional amount first and its very difficult to learn basically how to handle accounts and invoices.

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.

Its free tier and that it is an online tool.

Documentation is a bit unclear for people new to managing finances.

I mostly like the Invoice creation and Expense tracking part of Zoho books. Without having much knowledge we can easily start using Zoho Books.I am also using it for the accounting purpose of my business and it provides a lot of options for reporting that are very helpful to get the business analysis.

Nothing at the moment. It working very well for me.

The ability of Zoho Books to handle accounting chores like billing, expenditure tracking, and bank reconciliations is one of its finest features. Business owners and accountants can concentrate on more essential duties because of the time and effort this can save them.

By ensuring smooth data transfer between programmes, this coupling lowers the possibility of mistakes and discrepancies.

The dashboard is clear, well-organized, and user-friendly, so it's simple to get a quick overview of my money position.

I've been able to get paid more quickly and consistently, and I've also conserved a tonne of time and trouble as a result.

-has a user-friendly interface that is easy to navigate-software offers a variety of pricing plans that can fit any business budget.- Users can add custom fields, reports, and workflows to the software.

- Limited customer support users can only access support via email or live chat,- limited user permissions

I can make my own billing and send it to my customers, and the best part is, that this is probably the cheaper option at the market

It has a lot of options and tools and you can get lost easily

Customizable Invoice Templates. Online payments. Transaction approval.Inventory tracking. Price lists. Inventory adjustment.

No Payroll Services. Another possible downside of Zoho Books is their lack of payroll services.

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.

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.

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.

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.

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.

This is an efficient and affordable billing application. Serves all the basic needs and is capable of handling large data sets.

Customer or Product Support seriously needs to improve. Every customer needs a modification as per their business requirements and Zoho shall cater those changes actively.

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. :)

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.

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.

Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.

Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.

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

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.

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.

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.

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.

A true CRM tool for sales people with the tools the ability to give accountants information needed. You can provide invoicing and estimates for clients as well as get an overview of sales for the year, the month and other important information. We have been using Zoho for over 5 years and almost swear by it, especially in our line of business with integration with payment options, we can accept multiple payment options from clients without changing our workflow. Whether used on its own or used with the other suite of Zoho apps, Zoho Books is definitely a recommended tool for anyone starting out and looking for an affordable accounting/CRM solution.

Only administrators can adjust invoices once they have been sent which limits functionality for larger sales teams.
Cancelling an estimate or invoice even when in draft mode is not as straightforward as when you create one.
Mobile apps for Zoho Books is not as easy to use as the web app, if you are running a business, it is good for viewing sales at a glance but it is not ideal for CRM on the go.
There is a slight learning curve to use Zoho Books for accounts especially if you are coming from another accounting suite.

I use Zoho Books primarily for invoicing. The interface is clean and clear and user friendly, with improvements being made all the time. Thankfully improvements are made slowly and don't leave you to end up feeling like "where has my known and loved application gone?" The customer service is great - responsive and clear responses with no up-selling and fluff.

The payment plans are a little frustrating. The limits are on the number of contacts and as a business with lots of contacts and only one transaction often per contact it gets really expensive. I wish they could increase the number of contacts in the $9 plan as the step-up plan does not include anything else I need or want other than the additional contacts

Incredibly good value for the price (way cheaper than Freshbooks/Quickbooks)

Integrates well with the rest of the Zoho suite

Close to everything you'd want from a cloud bookkeeping software

No payroll (which is a game breaker for some, we're small enough that it doesn't really matter)

Missing little nice features from Quickbooks like true reporting tags

Freelance bookkeepers don't usually have experience with it