Avis clients sur Zoho Books

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.

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.

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

Avantages

The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful

Inconvénients

I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers

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 Statement import instructions are out-of-date.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.

Avantages

The mobile app is great, doesn't make me want to scream or cringe. Everything feels as though it's exactly where I need it to be and in the order I'll be using it, mostly.Tons of options for reports and forms. Integrates with Zoho CRM. Time tracking and inventory tracking put some icing on the cake.

Inconvénients

I do not like the time tracker, it only works through linking to a task. I have never been satisfied with Zoho support. Another thing people - there aren't many accounting partners to pick from. Ironic... and problematic.Zoho Books WAS priced so well that you couldn't beat it, however now they've hiked it up along side Everest.

Avantages

It's easy to use if you're doing simple bookkeeping

Inconvénients

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution.
If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks.
I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

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.

Avantages

Initially, I started using Zoho Books on their free plan to get comfortable with the software. I found out that it offers numerous features that can automate tasks, which has saved me a lot of time. Additionally, Zoho Books has a fantastic mobile application that enables me to use it even when I am not in the office. Their support team is also noteworthy, as they are prompt and accurate in addressing my concerns.

Inconvénients

Zoho Books has a maximum capacity of 10 users, which can be limiting for larger teams like ours. Additionally, the application lacks extensive integration capabilities with other tools, which could be a valuable addition if implemented by Zoho team. Some features of the application require a detailed understanding to use effectively, which can be simplified for user convenience

Avantages

I like that it has an unique feature like attaching receipts to my expenses and it is easy to understand when compared to other. The automation system was excellent.

Inconvénients

The payment plans are little frustrating. It has more user restrictions and payroll service is not available.

Avantages

i like zoho books since it's very simple to use and am able to set up payment reminders for my staff through its payment gateways

Inconvénients

the application to new users it seem to be very hard there is need to have online training basically on setting up

Avantages

Zoho Books is simple to use, clean, and not bloated a million other things like the other big name product. Also very reasonably priced. The free version is good for many small businesses.

Inconvénients

I am trying to use the free version, and there are just a few little things that it won't let me do. Will probably need to switch to Standard, but even that is less than 1/2 of what we have been paying the other company...

Avantages

It had good customer service! When I was locked out of most of my online accounts, they were very helpful and let me get back in easily. The price is good compared to other accounting services, as low as $15 per month for simple accounting.

Inconvénients

I wish it had auto-scan for free. Also, when you upload, it is difficult to add multiple documents to a single expense. This is because you can only add your uploads to a new expense.

Avantages

The layout of the website is user-friendly. The cellphone app makes it easy for you to instantly upload receipts and invoices for any purchases made.
I'm in Engineering and we are three different teams. Zoho allows us to assign expenses to each employee and to a particular project should we choose to. This means that you can easily track the expenses of each team and be quick to spot any problems with over expenses. You also get reports on different modules like sales, you can be able to track sales by sales person and assess performance of each employee.

There is also an option for customers to pay online which makes it really easy to make payments.

In addition from the different modules you can customize fields to suit your needs at any point in time.

Lastly they have added an awesome feature now where you can create a topic and comment on invoices and estimates and have an ongoing chat with other users that on the account regarding the invoice under which the chat is created and with only those invited users.

Inconvénients

When I migrated from the software I used before Zoho to Zoho I had to upload the invoices from the previous software and the challenge was that Zoho did not allow me to specify and describe the invoiced item. All invoices that were uploaded ended up with the same description which wasn't pleasant.

When you assign expenses to employees, Zoho will not allow you to use the same email address for different "employees". This is unpleasant because as an admin person for my company, there are general expenses that I cannot assign to a specific person that need to be assigned under general expenses using my email address. There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my email address and Zoho won't allow me to use the same email address for these two separate scenarios.

Also when you create an estimate and on that estimate you don't add tax, when you convert the estimate to be an invoice Zoho does not allow you to add tax if you want to.

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 et Wave Accounting

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 Accounting

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.

Avantages

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

Inconvénients

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.

Alternatives envisagées 

NetSuite

Pourquoi choisir Zoho Books 

Freshbooks was very basic back then and had very limited set of features.

Logiciel antérieur 

FreshBooks

Pourquoi passer à Zoho Books

Zoho Books had local support team, which is why we put our trust on them.

Avantages

It's very effective and efficient in its operations. Zoho Books perform splendid task as expected.

The BRS statement is also an amazing feature I enjoy mostly on this software as it prints clearly all required details as expected.

Inconvénients

For the fact that the little shortcomings are prevalent regarding the usage of this software, its benefits cannot be outweighed.
The only problem i think is with this software is for the fact that you must be familiar with the accounting terms as a new user to be able to effectively use the function to the fullest benefits.
A learning or help pop ups when added to the features will be of help especially to new users

Avantages

This is your all-in-one accounting system to cover all your business needs.

Inconvénients

Learning curve is a bit typical initially but once you get the hang of it, it'd turn out to be an awesome application for your company.

Avantages

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.

Inconvénients

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

Avantages

Zoho Books is an accounting software that provides the best experience when automating the accounting workflow. It has a great variety of tools that help enhance the process and I like how once the data has been imported, it only takes a few clicks to process payments and other billing options. Also, the option to manage all invoices is pretty beneficial, it allows me to keep track of all the payments that clients need to make and it provides a place where I can keep track of these invoices every month and know how much people owe our business; thanks to this feature, it also allows me to process payments differently, because I can have all the data in this single place and it makes it easier to integrate with many payment options so everything is done quicker, providing a nice experience for both ourselves as a business and for our clients. I like that Zoho Books is very user-friendly and it was not difficult to import all the data in order to start using it.

Inconvénients

I think that the customer support is lacking a lot, it feels like they keep trying to be responsive but still, they do take a lot of time to get back to you once reached out. I don't like this part of the software because it does not feel like I can fully rely on them for help.

Avantages

Zoho Book is a good software if you are starting out in a small business. What impresses me most about Zoho Book is the BRS statement. It's an excellent feature that prints all the required details very clearly, just as we intended. The automated bank flow is another feature that saves you a lot of time. The advantage of Zoho Books is that it can be linked to your online sales sites easily. 
 
Another positive aspect of Zoho Books is that its delivery always comes with many integrated functionalities such as stock management, sales and purchase booking, payroll processing, etc.

To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time. The customer support is also very responsive and usually fixes your worries.

Inconvénients

The major problem with Zoho Book is that it is only practical with a small business. It is better to choose another software like Wave if your business is large. Finally, the other blockage is that Zoho Books is based on the Cloud so without a connection you can go and have a nice cup of hot coffee (LOL).

Alternatives envisagées 

Xero

Pourquoi choisir Zoho Books 

Zoho Books functionalities were limited

Logiciel antérieur 

Wave Accounting

Avantages

Zoho Books is extremely easy to use. I love that I now have 1 place where I do all my invoicing and that I can customise the invoices to my own branding. I love that I can send the invoice to clients directly from the software and then have auto reminders go out to the clients as well as send a Thank you when I receive payment. I also love the ability to link it to my business bank account – so I can reconcile my invoices and transactions easily. Come tax season my accountant can easily access all the reports she needs for any period.

Inconvénients

At first, it was a bit tricky to understand how to link up my bank account but eventually managed to figure it out.

Avantages

Zoho books is cloud based accounting software with many impressive features. Below are the pros of ZOHO Books

1. Zoho comes with many inbuilt accounting software features like inventory management, Payroll processing, Sales and Purchase booking etc.
2. Can be integrated with your online shoping websites like shopify, woocommerce and many more.
3. Automatc recurring expense booking like depreciation, monthly rent etc.
4. Zoho has rebust cloud technology and provides 99.99% downtime, also provides top security for your data protection.
5. In cloud based software there is negligible risk of data loss as service provider regularly takes backup of data.
6. Cloud based software are are far better than DOS based or windows based softwares.
7. Zoho books is available with reasonable price compared to other cloud based software.

Inconvénients

1.As compared to Quickbooks online many features are missing.
2.Disadvantage of cloud based software is it becomes difficult to shift to windows based software as data can not be transferred easily.
3. Zoho attracts consumer by quoting very less fees for 1st year but from next years there is steep increase in charges.

Avantages

Pros:

1. Reports. We needed to track our progress down every week and what better way it is than to view our reports. Zoho allows you to get a report for Sales Person, Items and Customer. It's detailed report on overdue invoices are great for us to pound the ones that need to pay.

2. Payment Reminders. Our invoices are always set in an open account. Therefore, we need an automated system to remind our customers about their due invoices. Works great for our collection!

3. Customer Service. They are always good at getting back to you. When no one is available to answer your call, tehy are going to call you back in less than 24 hrs. Their email support is also pretty quick they wont leave you hanging.

Inconvénients

Zoho is good about getting a constructive suggestion done.

However, I wish they have an API integration with the system. Also with the Zoho Inventory along hte way, Im pretty sure they will be a perfect go-to software for our company.

Avantages

cost and the ability to build your own integration tools.

compared to other options (unnamed here, but you know who they are), it is VERY cost efficient and effective. depending on options chosen with alternatives it costs anywhere from 25% to 75% of what The Other Guys offer.

i've even been able to write some integrations with it (using some powerful and reasonably well documented REST APIs)

Inconvénients

the interface is a bit clunky - things like matching take a bit of getting used to.

banking integration only allows one sync per 24 hour period.