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

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

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.

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.

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

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

Inconvénients

Je ne vois pas d'inconvénients à ce logiciel

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

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

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.

Avantages

Easy to use platform with all the basic features for accounting.

Inconvénients

User interface can feel a bit dated at times which makes it a bit difficult to do frequent tasks.

Alternatives envisagées 

Odoo

Pourquoi choisir Zoho Books 

My QB account was cancelled for undisclosed (by them) issues after asking for sensitive data using a Google Form! I couldn’t even recover my data, but at least they refunded a couple months “service”

Logiciel antérieur 

QuickBooks Online

Pourquoi passer à Zoho Books

At the time I only needed accounting and the pricing was more appealing.

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.

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.

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.

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.

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.

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.

Avantages

invoice and track payments from different clients

Inconvénients

ease of use and multiple options available to keep my business. My favorite is the invoicing feature that's free

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

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.

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.

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.

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

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.

Inconvénients

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.

Alternatives envisagées 

QuickBooks Online et Wave

Pourquoi choisir Zoho Books 

The previous product had been discontinued.

Pourquoi passer à Zoho Books

Zoho was less expensive than QuickBooks, and seemed to be more approachable. Wave didn't handle retainers as well (at least at that time).

Avantages

The live dashboard and analytics has provided great insight into our business profitability. The ability to have our project management and accounting systems tied into one saves on time and human error. The automation, workflows and custom fields are a game changer and allow any kind of person to be able to tailor the system to your needs. Whenever I am not able to code something myself, I send a request to the customer service team, and they are usually able to write the scripts for me. The ability to tie into Avalara and not have to worry about taxation is also a huge bonus.

Inconvénients

I wish the Purchase Orders for drop ship customers were more obviously tied to the Sales Orders. There are ways to identify which POs belong to which SOs, but seems to be a little more complicated than it could be. I also wish there was a way to see how much we have invoiced against Customer POs. I also wish we could integrate our payroll with ZOHO, as ZOHO payroll isn't currently offered in Michigan. As a result we are having to do more manual entry for employee hours and journal entries for the payroll.

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

Avantages

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).

Inconvénients

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.