Zoho Books Erfahrungen

Eine kostengünstige Alternative für kleine und grosse KMU

Kommentare: Wir verwenden ZOHO Books seit mehreren Jahren für die eigene Firma und haben inzwischen zahlreiche Projekte für unsere Kunden realisiert. Die Funktionalität ist ausgezeichnet und die hohe Automatisierung spart uns viel Zeit.

Vorteile:

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

Nachteile:

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

Eine kostengünstige Alternative für kleine und grosse KMU

Kommentare: Wir haben eine Firmengruppe von 8 Firmen über 2 Lizenzen integrieren können. Die Firma spart viel Geld im Vergleich zur vorherigen Lösung mit Abacus.

Vorteile:

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

Nachteile:

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

Organized and improved accounting

Kommentare: perfect to have a compliance with the company's accounting without overlooking something, it is really easy to use and it improved my progress at work

Vorteile:

Zoho Books has allowed us to improve in the accounting area, having a perfect administration of expenses, accounts, invoices, payments and other tasks to be carried out, it manages a magnificent online accounting function, keeping all the payment reports up to date without forgetting invoices or payments to make, it is a very complete platform with its tools.

Nachteile:

In my personal opinion, it is a perfect platform that there is nothing to improve or change.

Good CRM and Books website.

Kommentare: Zoho has been great so far. We have used Zoho for 4 years now. Really easy to use.

Vorteile:

Being able to convert sales orders to estimates and invoices.

Nachteile:

Ther is not anything I don't like about it.

In Betracht gezogene Alternativen: QuickBooks Enterprise

Gründe für den Wechsel zu Zoho Books: It is much easier to use than QuickBooks in my opinion.

Blocks you when you need it.

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Would be the top bookkeeping software with a few additional features

Kommentare: It's an amazing software for those who don't have the 2 mentioned issues

Vorteile:

Price beats all other bookkeeping leaders. Features are amazing specifically client portal. Integration with CRM

Nachteile:

Lack of Undeposited funds feature. Lack of sub-items

Great Software

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: QuickBooks Online

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

Zuvor genutzte Software: Sage 50cloud Accounting und QuickBooks Online

Gründe für den Wechsel zu Zoho Books: The price and overall feel of the product.

Moved from Zoho Invoice to Zoho Books

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

Vorteile:

Marking the cost against my product items.

Nachteile:

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

In Betracht gezogene Alternativen: QuickBooks Online

Warum Zoho Books gewählt wurde: To better understand my finances, for the reporting and to manage my expenses better.

Zuvor genutzte Software: Zoho Invoice

Gründe für den Wechsel zu Zoho Books: I chose Zoho because of the simplicity of the Zoho suite of products.

The Emperor and Eminent Financial Tool for our Company.

Vorteile:

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.

Nachteile:

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

Pathetic customer service

Kommentare: Worst customer services there is no proper reply or information

Vorteile:

Product is ok but customer service is pathetic

Nachteile:

The customer service is pathetic, we are running a CA firm and have almost 20 Zoho books subscription and login and one of the login as was asking an OTP we were not getting because the [sensitive content hidden] is travelling and OTP is going to only mobile number not to email hence raised the ticket and the team keep saying that the accounts team is working but we did not receive any resolution they wasted a whole day and did not resolve this. the ticket ID is [sensitive content hidden].

Fantastic for Invoicing

Kommentare: We have used Zoho Books to manage and send invoices for a few years now. It has kept us very organized with our payment collection process.

Vorteile:

The invoices module in Zoho Books and very well laid out and easy to use for people who are new to these kinds of platforms.

Nachteile:

The payment processing application that we use is currently not integrated with Zoho Books which creates a bit more manual work for us.

Good impressive product.

Kommentare: Very much satisfied with this product. I belive it is some thing worth investing.

Vorteile:

It has got lots of good features and seems very robust. Overall I liked it pretty much. It has got a vast range of invoice templates and is customization seems pretty easy. Also they got their own software for most of the business use cases which could be easily integrated with this one.

Nachteile:

I had a look at their community page and many of the answers are not quite understandable, which makes me little bit suspicious about their customer support.

Support

Kommentare: NO Support

Vorteile:

It is easy to setup and start using it. I loved it a lot but their support SUCKS

Nachteile:

Their support sucks you go back in forth with someone that doesn't know about accounting.. So I am just going to find something else can consider all the work I have done in my account as a loss....

In Betracht gezogene Alternativen: QuickBooks Online

Warum Zoho Books gewählt wurde: It seemed easier for what I needed

Gründe für den Wechsel zu Zoho Books: I am going back to QuickBooks what support they have is better than Zoho Books

Zoho Books - Baac Office

Vorteile:

It's much better than QuickBooks Online and much less costly as part of Zoho One

Nachteile:

Can't think of many cons, as it works so well

I really had a amazing journey with Zoho books.

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

My Experience With Zoho Books - A Great Accounting Software

Vorteile:

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

Nachteile:

With Zoho Books, there has been zero malfunctioning reports.

Efficient and flexible financial management

Kommentare: Zoho Books is a reliable and comprehensive platform for enterprise financial management. With its wide range of features, it simplifies and optimizes financial processes.

Vorteile:

I like that it allows you to automatically import bank transactions, streamlining the reconciliation process and reducing manual errors. In addition, custom rules can be set up to automatically categorize transactions, saving time in manual sorting. Zoho Books is highly customizable and allows tailoring financial reports to our specific needs.

Nachteile:

On occasion, I have experienced delays and load times when accessing certain functions or working with large data sets.

Have a vision of caution in accounting with Zoho Books.

Kommentare: The overall experience we have had with Zoho Books is one for the records. This amazing product introduced us into a modern and more accurate way of accounting and taking care of our finances. With Zoho Books, it gets clear how money moves in and out and this allows us to know our financial health and performance.

Vorteile:

Zoho Books allows to become accountable for our money by giving us transparency on how money is being spent. It uses automations which allows us to eliminate the manual entry work and reduce the dependency on the repetitive tasks. It has the simplest reporting tool that gives us valuable financial insights about our financial health. The billing tools are very useful and they makes invoicing so simple. It allows us to create branded invoices for our clients and sharing them with the clients is easy, secure and fast.

Nachteile:

Am very delighted how Zoho Books is yet to gives us any cons. It has been working superbly well for us.

An Amazing Accounting Tool For Business

Vorteile:

I like that Zoho Books makes handling online payments and accounting easy It makes payment processing a breeze and handles most of our accounting needs It handles accounts payable and comes with lots of data security features

Nachteile:

Using Zoho Books is super easy and all has worked in our favor. No complaints.

The Perfect Accounting Solution For Business

Kommentare: Zoho Books is a go to solution and has been very helpful when it comes to all matters accounting

Vorteile:

First, it is an easy to understand accounting solution It makes online accounting easy It makes invoicing and purchasing easy It makes handling accounts payable easy

Nachteile:

While using Zoho Books, my experience has been amazing. It has some great features and not a single issue or missing feature

Zoho Books offers many benefits, there are a few drawbacks

Vorteile:

For managing invoices, tracking expenses, or reconciling bank transactions, the user-friendly design ensures a seamless experience. Seamless Integration allowing for easy data synchronization and enhanced functionality.

Nachteile:

Customer support limitations in terms of responsiveness and availability.

Streamlining Business Operations with Zoho Books: A Game-Changer for Efficient Invoicing and Contact

Vorteile:

Prior to joining this company, we relied on self-coded solutions for various tasks, including invoice generation and template design, all within our own database. This approach required significant time and effort whenever we needed to introduce new features or implement controls, even though similar solutions already existed in the market at a reasonable price.Transitioning to Zoho Books:We made the decision to switch to Zoho Books, and the entire process was incredibly smooth. I simply created an account, configured our company details, and utilized the standard invoice template, making minor adjustments to resemble our previous format.Contact Management:Importing our contacts into Zoho Books was a breeze and took approximately 10 minutes. I downloaded an Excel file from our database and effortlessly imported all the necessary information.Invoicing:Creating new invoices proved to be just as simple as managing contacts. By uploading an Excel file, the system automatically matched the invoices with the appropriate contacts (if desired). You can even save them as drafts for further review, and once ready, send them out in bulk.

Nachteile:

Initially, when we first started using Zoho Books, there was no feature available to automatically create contacts if they didn't already exist while uploading new invoices. However, I'm pleased to say that this has since been improved, and it now works flawlessly for us!

Zoho User

Vorteile:

Its on the online platform. So users can access it from anywhere

Nachteile:

Features for investment accounting, and accounting by the family office are not so great. The interface can be challenging to navigate

online payment system for all

Kommentare: it has simplified work in the organization

Vorteile:

i like the free invoicing templates provided by the application, it has nice user interface

Nachteile:

it limits number of people one can reach per month

A great expense tracking solution.

Vorteile:

The automatic upload of receipts. It saved a lot of time. Plus reconciling receipts against the company expense card made it even easier to see which receipts were paid for by the credit card and which weren’t. Either cash from business or employee purchased in need of reimbursement.

Nachteile:

The reporting feature seemed awkward. Customer care we’re keen to show me what I was oooking for but it seemed that what I was trying to explain either isn’t part of the available options or I didn’t understand the advice from tech support.