Opiniones de Zoho Books

Zoho books herramienta de facturación indisplensable para mejorar tus procesos

Comentarios: genial!! implementamos con un partner premium de zoho que nos automatiza la contabilidad que era la útnica carencia que tenía el programa

Puntos a favor:

me ha encantado los recordatorios, las conexiones bancarias automáticas y la facilidad con la que se puede definir y automatizar la parte contable

Contras:

Que en la presentación de impuestos, se necesita integrar con otros programas

Alternativas consideradas: Holded

Razones para elegir Zoho Books: Hice el cambio, ya que necesitaba un crm más potente con soluciones de

Software anterior: CONTASOL

Razones para cambiar a Zoho Books: Por que necesito tener toda la empresa bajo la misma base de datos y zoho me lo permite, con un crm muy potente.

Zoho Books, un programa para llevar el control total de la facturación de tu empresa

Comentarios: Es muy buena porque te permite conectar con el departamento de ventas con Zoho CRM, el de proyectos, analítica, email marketing etc.

Puntos a favor:

Se pueden hacer muchas automatizaciones y recordatorios para que los clientes te paguen. Pero lo más interesante es que se puede sincronizar con tu banco de tal forma que puedes puntear los movimientos y llevar el control 100% de las facturas. Si se te pasa una el programa de indica que te falta la factura para que de esta forma lleves un control total. Además luego puedes sacar más de 70 informes de ventas, clientes, proveedores, etc.

Contras:

Es un programa de Facturación exclusivamente, es decir, no se hace la contabilidad, se pueden exportar las facturas e importar en algún otro programa contable. Hay un partner premium de Zoho que tiene hecha una integración con otro software para hacer la contabilidad 100% automatizada.

Herramienta para los negocios

Comentarios: Muy buena. Como software contable para negocios pequeños es muy bueno. üsenlo

Puntos a favor:

Su simplicidad y la capacidad de integración con algunos servicios (Especialmente con Pay Pal) lo hacen una herramienta mas que recomendable. Como contador debo decir que si hubiese algunas funciones personalizadas para algunos países latinoamericanos sería perfecto.

Contras:

Falta de integración con Sheets de Google.

Zoho books: una opción para pequeñas empresas para gestionar sus finanzas.

Comentarios: Zoho Books es una aplicación de contabilidad sólida con una amplia variedad de características y precios asequibles. Sin embargo, si necesitas una atención al cliente de alta calidad o características avanzadas de informes o gestión de inventario, es posible que desees considerar otras opciones

Puntos a favor:

Ofrece una gran variedad de caracteristicas, como el seguimiento de la facturación, gastos, inventario, nomina, proyectos y otros. Además de ser altamente personalizable permitiendo crear y personalizar plantillas de facturas, presupuestos y otros documentos e integrarlos a otras aplicaciones.

Contras:

Puede ser difícil ponerse en contacto con el soporte técnico. Además, aunque Zoho Books es personalizable, algunas opciones de personalización adicionales que no están disponibles y la gestión de inventarios y reportes son limitados.

Alternativas consideradas: FreshBooks, QuickBooks Desktop Enterprise y Wave Accounting

Una buena herramienta corporativa

Comentarios: En general una muy buena solucion contable que hace que las cuentas diarias se manejen de manera mas facil

Puntos a favor:

Lo que mas me ha gustado es la diversidad funcional que tiene.Es una muy buena solucion que te permite desde coordinar todas las cuentas, hasta automatizar los pagos y tener una idea muy visual de los beneficios generados.

Contras:

Por poner un pero diria que la cantidad de contactos que puedes tener son pocos

Intuitivo pero con margen e mejora

Comentarios: Correcta para gestión de facturación pero cortita para gestión de contabilidad

Puntos a favor:

La facilidad de implantación y personalización que admite la herramienta, además de lo intuitiva que es que hace muy fácil poder adaptarse a utilizarla

Contras:

Poca o inexistente adaptación a la legislación española por cuanto a facturar electrónica

Factura de manera sencilla

Comentarios: Me parece muy funcional y útil, ya que se puede integrar con las otras herramientas que ofrece Zoho como Desk, CRM, Analytics...

Puntos a favor:

Lo que más destacaría de esta herramienta es que te puedes sincronizar con tu institución bancaria y así llevar un registro muy específico de todas las facturas que se generan, lo que supone que todo esté controlado y organizado. Además, puedes disponer de los datos en cualquier momento para revisarlos.

Contras:

Es una herramienta para únicamente para facturar, por lo que no se puede hacer la contabilidad con ella. Pero, al poder disponer de todas las facturas, se puede hacer la contabilidad en otro software.

Buena solucion para la gestion contable.

Puntos a favor:

Es una de las herramientas mas completas para administracion y gestion de las finanzas.Tiene gran diversidad funcional, que hace que la empresa gane en rendimiento.Permite desde la informacion a tiempo real, hasta la automatizacion de pagos y transferencias, como tambien la recreacion de tiempo real de las ganancias producidas al momento.

Contras:

A pesar de que tiene muy buenos precios, y bastante asequibles, el numero de contactos es bastante reducidos.

Brilliant Accounting and Book Keeping software!

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

Puntos a favor:

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!

Contras:

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.

Alternativas consideradas: Xero

Razones para elegir 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.

Software anterior: Quickbooks Online

Razones para cambiar a Zoho Books: It was included in Zoho One plan

It's an excellent internet service for small businesses

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Zoho Books review

Comentarios: Since more than 4 years of using Zoho Books it's fantastic and positive experience

Puntos a favor:

Zoho Books integrates with other Zoho applicationsZoho Books has an easy interface that makes it easy to navigate and use itStrong financial management capabilities

Contras:

in Zoho Books can't customize more advanced financial reportsZoho Books is more costly compared to other accounting software specially when advanced features are needed

It's easy to use but that's as far as it goes

Comentarios: The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again. If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Puntos a favor:

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

Contras:

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.

Good Online Accounting Software

Comentarios: Simple software, can do the accounting with less accounting knowledge, its able access from any were in online.

Puntos a favor:

ZOHO has many other apps implementation and its able to customize according to our requirement.

Contras:

Reporting format of Balance sheet and Profit loss in excel need to improve.

Alternativas consideradas: QuickBooks Time y TallyPrime

Razones para cambiar a Zoho Books: Can Access from anywhere, for our client can access from the abroad

We Use Zoho Books for Multiple Companies

Comentarios: ZOHO books has been a great tool for many of our companies. It is great for companies with project management, from estimate to sales order to purchase orders and Invoicing. ZOHO provides live reporting as your team takes the order through the sales process. Customization for our specific business was a huge game changer, as we didn't need to get outside help involved to make simple changes that made our work flow process better. It saves time and errors.

Puntos a favor:

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.

Contras:

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.

From free to paid subscription

Comentarios: Overall I liked the experience since we deal in both retail & software industry in one account itself.

Puntos a favor:

The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is stored locally in the system.

Contras:

Nothing to complain as such, but you can say demo or training is necessary extensively to use the application in more productive way.

Alternativas consideradas: QuickBooks Desktop Enterprise

Review on Zoho Books

Puntos a favor:

The control and approval process is very good. It is a vwry easy to use software and the project module is very detailed and okay.

Contras:

There is no fixed asset module on the software.

Do work online

Comentarios: I use it for project planning and accounting While sitting in my dining room therefore it eased work for me

Puntos a favor:

I've been able to manage the accountabilities while at my home by using this software to manage the accountabilities and project planning

Contras:

To me it supports homeworking there are four no other thing I like apart from that.

Alternativas consideradas: Pipedrive y Wave Accounting

Ease of Use

Puntos a favor:

Quite easy to use and create invoice and track transactions

Contras:

Sometimes the website become lag. Not sure its my computer or the server.

Zoho Books

Comentarios: My overall experience with Zoho has been pleasant. I can easily create invoice even on the go with my phone. I can quickly generate reports to check performance of the company and individual employees and I can track business expenses. The best part is also that I can easily link the app to my bank to reconcile what is in the bank with what is on Zoho book.

Puntos a favor:

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.

Contras:

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.

Efficient, affordable took that's essential for my business

Comentarios: I switched to Zoho Books from FreshBooks a little over a year ago when the cost of FreshBooks became unmanageable and free options, such as Wave, did not serve my purposes. I was also looking for a cloud invoicing/expense-tracking system that was less glitchy and easier to use. Zoho Books is all of that. As a sole proprietor, the price suits my budget perfectly. Clients have told me that paying me through Zoho is much easier than paying me through FreshBooks or Wave. At tax time, it's easy to send my Profit & Loss report to my accountant. I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.

Puntos a favor:

Zoho Books is easy for me to use and much easier for my clients to use when paying me. They've given me positive feedback about their invoicing experiences. It's also affordable, which was a huge deciding factor when I switched from another cloud invoicing program.

Contras:

I wish I could see when a client has "viewed" my invoice. Also, I didn't realize that listing vendors on my expenses, such as Amazon, would count as "Contacts" and use up some of my slots. I'm glad I know now and I'm rectifying it.

Alternativas consideradas: Wave Accounting

Razones para elegir Zoho Books: FreshBooks raised their rates to outrageous levels and gave little advance notice about it. The software was glitchy and my clients were complaining about having difficulty paying. Their system went down at least once a week, which has fortunately not happened to me yet with Zoho Books. Although FreshBooks touts their live customer support, I encountered some rather cranky people there (they were probably fed up with getting calls about the humongous price increase). I'd rather interact with a helpful Zoho support person via chat than an unpleasant FreshBooks support person by phone.

Software anterior: FreshBooks

Razones para cambiar a Zoho Books: Although both Wave and And.co offer free versions, I found them harder to use (particularly Wave). Clients found Wave a bit glitchy and the software was not intuitive.

great option for accounting software

Comentarios: There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.

Puntos a favor:

It does everything that I need it to do, and for far less than it's competition.

Contras:

There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

Alternativas consideradas: FreshBooks, Sage 100, Wave Accounting y Xero

Razones para elegir Zoho Books: Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features - though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I'd expect it to.

Software anterior: FreshBooks, Sage 100, Wave Accounting y Xero

Razones para cambiar a Zoho Books: Functionality and cost. I used Quickbooks-Desktop for years, but the online software that's been developed more recently has too many advantages to keep using it. I also used Xero for a few years, and liked a lot of features - but it seemed geared for a different kind of business and lacked a few things I needed. Then I tried Quickbooks Online - it was barely within my budget, but I liked the features - but then they increased the price (significantly) after only one year of using it. But Zoho has really fit the bill - all the functionality I need, and at a price that's just a fraction of QBO's.

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

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

Puntos a favor:

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. :)

Contras:

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.

Alternativas consideradas: QuickBooks Desktop Enterprise

Razones para cambiar a Zoho Books: Features & pricing were the two elements that made me choose ZohoBooks.

Has the potential, but not the backup

Comentarios: 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.

Puntos a favor:

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

Contras:

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.

Good software for beginners

Comentarios: Zoho Books made my job easier and saved me a lot of time.

Puntos a favor:

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.

Contras:

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).

Alternativas consideradas: Xero

Razones para elegir Zoho Books: Zoho Books functionalities were limited

Software anterior: Wave Accounting

Zoho Books

Comentarios: Zoho boos was a very good app but there are better accounting apps out there.

Puntos a favor:

Zoho Books is a cloud-based accounting software it offers invoicing, expense tracking, inventory management, and financial reporting. software has an easy user-friendly interface. It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and streamlining accounting tasks.It also has flexibility and customizability of Zoho Books. The software offers a range of integrations with other apps and services, such as payment gateways, CRM software, and project management tools.

Contras:

Customer supprt and tech support isnt really upto mark nd even learning the software is a little difficult and it taes time and steep learning curve to gets hands on experience.