Zoho Books - Avis

Réponds à mes besoins pour suivre mes clients

Avantages :

Je m'en sers quotidiennement, Zoho Books est un excellent outil de comptabilité et de CRM. Prix abordable et des fonctionnalités polyvalentes.

Inconvénients :

J'ai rencontré des limites dans l'ajustement des factures et l'annulation des devis, et l'application mobile n'est pas idéale pour la gestion de la relation client en déplacement.

Logiciel de payement

Avantages :

Très facile à utiliser pour la gestion des devises.Avec la disponibilité des versions gratuite et payant

Inconvénients :

La budgétisation et prévisionMais j'ai des difficulté lors des annulations des devis et au niveau du rapprochement bancaire

Très bon pour les PME

Avantages :

Simple d'utilisation, facile à comprendre. Support très présent et facile d'accès

Inconvénients :

Certaines fonctionnalités plus poussées ne sont pas présente, mais pour les besoins d'une PME, c'est parfait.

Outil parfait pour notre comptabilité

Commentaires : Outil parfait franchement pour la gestion des factures et dépenses.

Avantages :

La gestion et le traitement des factures et le suivi des dépenses

Inconvénients :

Le fait que la personnalisation de l'interface n'est pas assez avancée.

Décision

Commentaires : Je resouds avec Zaho Books des problèmes de régulations et on me paye à la fin de chaque travail.

Avantages :

Le rapprochement bancaire et l'outil pertes profits on plus d'impact. Le logiciel est facil à utilisé et l'intrégration de l'utilisation avec les études est très bons.

Inconvénients :

C'est un logiciel complet, il suffira juste de faire une vérification et c'est très facil à intégrer.

Je recommande !

Avantages :

Très facile d'utilisation, cela permet de suivre sa comptabilité facilement

Inconvénients :

Je ne vois pas d'inconvénients à ce logiciel

Outil de facturation facile à utiliser

Avantages :

Simplicité d'utilisation, la possibilité de cloner une facture existante me fait gagner beaucoup de temps

Inconvénients :

je ne vois actuellement pas de point faible a ce produit

Brilliant Accounting and Book Keeping software!

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

Avantages :

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!

Inconvénients :

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.

Alternatives envisagées : Xero

Pourquoi choisir Zoho Books : 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.

Logiciel antérieur : QuickBooks Online

Pourquoi passer à Zoho Books : It was included in Zoho One plan

It's an excellent internet service for small businesses

Commentaires : In general, Zoho Books is the finest accounting software for start-ups and small businesses. The following functionalities are included in this simple to use application: Assign Shortcuts, Create Quick Reports a UX that is easy to use, Software as a service (SaaS): It's simple to use and integrates well with the rest of the Zoho suite. Updates that arrive quickly and on a frequent basis.

Avantages :

As a whole, Zoho Books is an excellent tool for new businesses and organizations. It's an excellent choice. Having everything in one location is a great feature of this book. The reports are highly user-friendly, and the balance is simple to handle. Books has a wide range of features and is well-integrated with the company's other products.

Inconvénients :

When a financial institution makes an update, Zoho Books takes a long time to make the change, making it difficult to keep track of all expenditures. Statement import instructions are out-of-date. Customer service is terrible; no one ever tells you when an issue will be fixed.

Moved from Zoho Invoice to Zoho Books

Commentaires : Moved over to Zoho books from Zoho invoice to better manage my finances. Definitely worth the migration

Avantages :

Marking the cost against my product items.

Inconvénients :

Uncleared notifications on the app that I just can’t seem to clear

Alternatives envisagées : QuickBooks Online

Pourquoi choisir Zoho Books : To better understand my finances, for the reporting and to manage my expenses better.

Logiciel antérieur : Zoho Invoice

Pourquoi passer à Zoho Books : I chose Zoho because of the simplicity of the Zoho suite of products.

Blocks you when you need it.

Commentaires : Currently, Zoho Books is not capable of handling volume entries. You will be blocked if you go too fast, as I do. Then you have to wait hours before you can get back in. I created several users to be able to do my work. Also, the batch import feature does not work, since it does not pick up the product code on multi-line invoices. Our pricing went up last year, but Zoho's recurring invoices didn't pick up the new pricing, and the customers were invoiced at the old price, which caused massive service problems. Because of this, we are moving to another software, and I cancelled the auto-renewal with Zoho. Our access was immediately blocked (despite paying for the remainder of the year in advance), and now nobody has access to our own accounting. Currently, there is no one available in support to assist us, so we are waiting for a callback. It's beyond frustrating. The system is terrible, and the support is even worse. I do not recommend Zoho to any company.

Avantages :

It looks modern and intuitive. It has a sales portal that customers can access online and view their invoices and payments. That is the feature that sold the program to us.

Inconvénients :

The debit and credit side is the wrong way round as it follows the Indian system. For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay. In Zoho however, it means that the customer is in credit by £100 and would potentially need a refund. Blocks you if you type and click your mouse fast. There are problems with batch invoicing, and it takes a lot of time to review invoices one by one. The system does not extract more than 100 statements at a time. You really should find another system if your sales ledger is large.

The Emperor and Eminent Financial Tool for our Company.

Avantages :

The tool send us financial reports and profit as well as loss forms on time. It has the best interface to use for our accounting processes. The most amazing customer service is served to us. Very fast and quick in invoice processing.

Inconvénients :

It has delivered to our expectations and it has never disappointed.

Great Software

Commentaires : I really enjoyed this software. It is must easier to use than most of its competitors. It is also having some of the best pricing vs performance that I have found.

Avantages :

Zoho was very easy software to setup for someone who does not have a lot of experience. We used this software to mostly to track estimates. When estimates were approved and accepted by the customer it was simple to turn them into invoices.

Inconvénients :

Once you add certain items into the system they cannot be deleted. For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry.

Alternatives envisagées : QuickBooks Online

Pourquoi choisir Zoho Books : Price and availability. It was simple enough that we could use what we needed in the program.

Logiciel antérieur : et QuickBooks Online

Pourquoi passer à Zoho Books : The price and overall feel of the product.

Comprehensive Review of Zoho Books: The All-in-One Accounting Solution

Commentaires : Overall, the experience with Zoho Books is generally positive. The software is well-designed, user-friendly, and provides a range of features to support accounting and financial management. The integrations with other Zoho apps and tools are a big plus for businesses that already use Zoho products. The mobile app is also a useful feature for businesses that need to access financial information on the go.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : FreshBooks et QuickBooks Online

Pourquoi passer à Zoho Books : Its worth considering that we chose Zoho Books over alternative products due to its user-friendly interface, integrations with other Zoho apps, affordable pricing, and strong customer support. Additionally, the software's focus on automating invoicing and payment tracking is a major selling point for businesses looking to streamline these processes.

"A full accounting app at a very good subscription price!"

Commentaires : The best thing that has happened to me is the ease with which I can now complete all accounting activities with Zoho Books. To be honest, I dislike accounting because of the amount of number management that is needed. It has, however using Zoho Books makes things lot simpler to do. For creating accounts receivable, it has been my savior because it is incredibly safe and you can be sure that the data you enter won't be compromised.

Avantages :

One of the easiest interfaces for creating estimates and invoices is Zoho Books. It gives enterprises flexibility by enabling the creation of estimates with and without GST. The main benefit is that it offers a range of plans at reasonable prices to accommodate diverse business needs.

Inconvénients :

Reports and invoice customisation in Zoho Books is limited. While integrating Zoho Book with other ZOHO apps is simple, doing so with other apps can be difficult. Data migration is quite difficult for businesses with a lot of data.

My Experience With Zoho Books - A Great Accounting Software

Avantages :

When it comes to accounting and handling accounts payable, Zoho Books offers great features. It makes invoicing easy and handles payment processing really well.

Inconvénients :

With Zoho Books, there has been zero malfunctioning reports.

I really had a amazing journey with Zoho books.

Commentaires : I would say it's good as it is easy to navigate with affordable pricing plans. It provides timely updates about the features. Also they have a wonderful customer support.

Avantages :

It has a very easy user interface and I really like the accessibility of using it on phone.

Inconvénients :

There is nothing that I don't like but yes the feature of budget and forecasting can be improved as it requires some advanced feature.

All the functionality of QuickBooks - and more - at a much better price

Commentaires : Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.

Avantages :

Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Inconvénients :

I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.

Alternatives envisagées : QuickBooks Online, Wave et Fiverr

Pourquoi choisir Zoho Books : Wave only allows for accrual-based accounting, which is severely limiting. Wave also makes some odd duplicate transactions when you're entering transfers and line items for invoices.

Logiciel antérieur : Wave

Pourquoi passer à Zoho Books : Zoho books has everything QuickBooks has at a much lower price. And Wave and And.co had too many limitations.

Great Product For Those Who Know Accounting

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : QuickBooks Enterprise

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

Logiciel antérieur : Zoho Invoice

Pourquoi passer à 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.

Great QuickBooks competitor with additional features to boot

Avantages :

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.

Inconvénients :

I wish they had a few more payment processors available.

Alternatives envisagées : FreshBooks, Wave et Xero

Pourquoi choisir Zoho Books : For the same price as QuickBooks, I was able to get the full Zoho One Suite.

Logiciel antérieur : QuickBooks Online

Pourquoi passer à Zoho Books : Integration with Zoho One.

Zoho for small to medium business

Commentaires : This software is great for our business.

Avantages :

This software it's very easy to setup and start using it. Even the free version is very rich in functionality. Once you have set it up you can also install the mobile app to keep up with the business. You can even create customer on the mobile app, invoice them, recon payment and send statements. The recurring schedule invoice are such a great feature. You can even setup reminders for unpaid invoices. Month end you can pull reports and understand your business

Inconvénients :

The bank connection doesn't always work nicely, sometimes it delay to update and end up sending incorrect statements to customers.I wish the clone customer was also available on the mobile app.

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

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

Avantages :

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. :)

Inconvénients :

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.

Alternatives envisagées : QuickBooks Enterprise

Pourquoi passer à Zoho Books : Features & pricing were the two elements that made me choose ZohoBooks.

Has the potential, but not the backup

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Migrated from Wave to Zoho Books. Horrible experience

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Zoho books - my best friend!

Commentaires : With Zoho we are able to easily stay on top of our finances with limited effort required. The ability to correct historical errors easily makes maintaining and accurate general ledger a breeze. I really like the professional look and feel of the documents generated such as invoices, orders etc.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : Xero

Pourquoi choisir Zoho Books : Based on an old database structure which was inflexible.

Pourquoi passer à Zoho Books : The value proposition of Zoho One with the multiply module functionality was very compelling and the Books module was able to more than cater for our small business requirements.