Zoho Books is an accounting service that allows small businesses to manage their books, send invoices and process payments all in one system.
Zoho has many different online productivity tools; however, in this article we will be focusing on the company’s bookkeeping services.
We compiled reviews from our own website plus user reviews from around the web to determine what Zoho Books customers think about the company. We also compared the most common pricing options for small business owners.
Zoho Books Customer Reviews
Cost: Average
Ease of Use: Average
Customer Service: Average
Summary of User Reviews
We scoured hundreds of reviews and found that Zoho Books has a mixture of positive and negative ratings. Here’s what we found:
What Zoho Books does well:
Users were happy with the service’s intuitive interface. According to them, everything was easy to set up and it allowed them to automate certain financial tasks like sending invoices and online banking without the need for an accountant.
What Zoho Books does not do well:
According to users, Zoho Books’ customer service was its biggest drawback. Email support would take a long time to respond and their phone agents are not based in the U.S., which means unnecessary language barriers.
Most Helpful Positive User Review
One user who left a 5-star review on the service made these points about Zoho Books:
- It is great for small businesses who can’t afford the services of an accountant.
- It’s easy to automate tasks like recurring invoices and reporting.
- Dashboard is very intuitive; the most important features can be accessed easily without much need for navigation.
- Banking feature allows you to handle multiple bank accounts at the same time.
Most Helpful Negative User Review
“I’d leave an email or a voice mail message, and it would often take several days before I’d get a call back or an email. Also, they apparently hate using email, and *really* want to reach you by phone. Not only is this inconvenient, it also points out another problem: their support staff is based in India, and the heavily accented English can make verbal communication difficult.
But even overlooking those issues, the main problem is that their tech support has no idea what they’re doing. I would get multiple (different) answers to the same question. Their support staff apparently has little to no ability to do anything “behind the scenes”, they can only do what you can do in your account. They are not fully versed on what their product does.”
— Sadly Unimpressed
Other Zoho Books User Reviews From Around the Web
Here are a few other resources for finding helpful Zoho Books customer reviews. We rated the review sites on a scale from poor to excellent based on how trustworthy and useful the reviews seemed.
*Average rating as of date article was written: Feb. 2, 2017
How We Determined Quality of User Review Websites
- G2 Crowd has several reviews on the service, and each reviewer is asked a set of questions about the product or service to ensure that their reviews are fair and informative.
- PCMag uses contributor reviews instead of customer reviews. The reviews cover the pros and cons of the product fairly, and thoroughly.
- Merchant Maverick offers comprehensive reviews of the product. Aside from the staff review, people can also leave comments about their experience with the product or service below the review.
Zoho Books Pricing
| Price per month | |||
| Contact Management | |||
| User Capacity | |||
| Online Banking Tools | |||
| Automate Recurring Transactions | |||
| Automated Workflows |
Zoho Books has 3 subscription options, ranging in price from $9-$29 per month. All three plans include basic accounting features like online banking, invoicing, payment processing, and expense tracking. The basic plan is limited to 2 users, one normal user plus one with special user permissions if your company has an accountant. Higher plans allow more users, more automated workflows, and the ability to make sales and purchase orders. It should be noted that none of the plans include payroll integration.
Best Pricing Option for Small Business Owners
Small, single proprietorships and home-based entrepreneurs can probably make do with the Basic plan with its limitation of 2 users. The basic plan contains most of the basic financial tools required by small businesses to function. However, if you have a handful of people who need to work on financial matters, then the Professional plan with its unlimited number of users is the best choice for you.
Compare Zoho Books Competitors
Not sure if Zoho Books is the right accounting system for you? Check out our comparison of three top providers: QuickBooks, Xero and Wave.
Leave a Review
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Jarrett Webster
Pretty user friendly – easy to find most things you need – customer service is great
integrations are catching up (zapier really helps) but a little behind quickbooks
Overall, I am very satisfied – it helps that we use other zoho products (crm, etc) – If you use other products this may not be for you, but if you are a zoho crm user (which is also very good), then the integrations are great.
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Gavin Pereira
Bank feeds work well in my experience with the major UK banks and providers (Natwest, American Express, Barclays)
Sync with Zoho CRM is helpful to avoid having to re-type data – although some improvements are needed here to make it seamless.
The speed of the system is pretty good, the search function is fast and easy to navigate the interface.
The invoicing function is fairly comprehensive and allows you to save credit cards in a PCI compliant manner against a client (Using Stripe in my case).
The Stripe intergration works well and auto post the surcharges.
Intergration with Zoho expenses (expense management software) works well and makes it easier to reconcile employee expense accounts and company credit cards.
I like how I can easily change the templates when creating invoices – helpful.
Ability to link vendors and customers in my industry use case it very neat and allows your to view both figures on the same screen.
The report features are good but not the best – some strange limitations come up when you use custom dates.
Bugs seems to be coming up every now and then. These are a bit scary as your operation has to wait while Zoho fixes them, however to their credit – once you report a bug the support team escalate it and get it fixed fairly quickly – do not let this dampen your judgement.
The journals are not the most comprehensive – quiet limited in some ways – moving from Kashflow to Zoho Books this proved to be an issue we could not get around due to the limitations of Zoho Books Journal’s features.
They need to work on the reporting feature and improve the integration with ZOHO CRM so that both interfaces share data better.
Nothing really yes payroll and a few bits are missing but I understand they are working on it.
Payroll is a very complicated business as any experienced accountant will tell you.
I was expecting to have integration with HMRC for UK vat filings and EU vat filings. The software I used before Kashflow had this as standard.
The journal feature is not great – ZOHO HAS TO SPEAK TO UK accountants (for the UK market) and work to improve the journal feature of Zoho Books.
The reporting could be better – I feel many reports that other systems have are missing.
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Ashish Lokhande
The time tracking feature is what I use the most and I like the fact that it supports multiple currencies and multiple users. That way I can work along my colleagues and track our time for each client / project separately.
The UI is very user friendly.
Support is not as good as other product like Salesforce.
For the price, I’m happy with Zoho
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Stephen J Lalla
Easy to use and very supportive of any issues or need for assistance.
Zoho Books doesn’t have an integrated budget feature and while there is a work around with Zoho Reports, it would be nice to have it as an integrated part of Zoho Books. Because Zoho is international, though there is a US Edition of Zoho Books, there isn’t a Payroll feature though I’m guessing by now via Zoho Marketplace there’s probably a 3rd party app that provides that but I’m not 100% certain.
How easy it was to use as I would have switched over a long time ago.
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Mumin Hodge
One of the things that will make me pay for a software is its being user-friendly, and I found that Zoho Books is. It also has great features – all necessary features you’ll need for bookkeeping is there.
I’d like to be able to pull out a yearly report with monthly data on it or be able to compare monthly reports. Would be good if it has that feature as well as scheduling an invoice to be sent by time not just by date. The mobile app still needs to improve, it would be helpful to see tax summary on mobile.
Nothing. I’m really happy with Zoho Books 🙂
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