Opiniones de Zoho Books

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

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

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.

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.

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.

Falta de integración con Sheets de Google.

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.

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

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.

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.

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.

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

Very simple to categorize funds, connectivity with other tools in Zoho Suite.

Anytime a new vender is updated to an expense item, the screen needs to be reloaded and refreshed before that same vender can be selected for another item.

accounting software for all, am able to manage customer invoices either online or by mails, i like the ability to automate recharging invoices and sitting up payment reminders through online payment gateways its really good for me

it limits vendors list and once reached you have to pay additional amount first and its very difficult to learn basically how to handle accounts and invoices.

It was relatively easy to switch from the previous accounting software.

They do not fix old issues unless they are critical to the functioning of the software.

Its free tier and that it is an online tool.

Documentation is a bit unclear for people new to managing finances.

I mostly like the Invoice creation and Expense tracking part of Zoho books. Without having much knowledge we can easily start using Zoho Books.I am also using it for the accounting purpose of my business and it provides a lot of options for reporting that are very helpful to get the business analysis.

Nothing at the moment. It working very well for me.

The ability of Zoho Books to handle accounting chores like billing, expenditure tracking, and bank reconciliations is one of its finest features. Business owners and accountants can concentrate on more essential duties because of the time and effort this can save them.

By ensuring smooth data transfer between programmes, this coupling lowers the possibility of mistakes and discrepancies.

The dashboard is clear, well-organized, and user-friendly, so it's simple to get a quick overview of my money position.

I've been able to get paid more quickly and consistently, and I've also conserved a tonne of time and trouble as a result.

-has a user-friendly interface that is easy to navigate-software offers a variety of pricing plans that can fit any business budget.- Users can add custom fields, reports, and workflows to the software.

- Limited customer support users can only access support via email or live chat,- limited user permissions

I can make my own billing and send it to my customers, and the best part is, that this is probably the cheaper option at the market

It has a lot of options and tools and you can get lost easily

Customizable Invoice Templates. Online payments. Transaction approval.Inventory tracking. Price lists. Inventory adjustment.

No Payroll Services. Another possible downside of Zoho Books is their lack of payroll services.

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.

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.

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.

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.

This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.

There are many features I didn't test because they are out of realm for my specific needs. I am sure for others they might be important but if these were "enabled as needed" rather than always there cluttering the interface that would be better.

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

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.

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. :)

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.

With unparalleled customisation and ease of use as well as the the ability to correct previous errors Zoho books has made the accounting function so much simpler than our previous software. The automation of numerous tasks has been especially useful. The professional way in which we are able to engage with our customers and suppliers has also raised our credibility.

Probably the only criticism I can raise is that the reporting section could offer more month by month reports as a standard feature, although they may be easily configured using the tool provided.

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.

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

- Phone based app & laptop s-ware are EZ to use.

Don't quite understand how to customize an invoice, save it & use it for monthly billing.

Sometimes, I have to play around with the invoice to get all of the detail needed to print. For example, it is not readily apparent how to display the dates for which each expense is incurred on the invoice.

Not having a copy of our company's data stored on our system makes me nervous so we keep paper back ups. Surely there is a better contingency plan of which we could take advantage.

Zoho Books is lightning fast-miles ahead of the competition if it comes to the speed of the software. The actual user experience is very close to the desktop software.
Another good feature is its customizability - you'll find a plethora of options with Zoho, obviously designed with advanced reporting tools that come with Zoho Suite in mind.
What's important - importing and exporting stuff from Zoho is also very simple - that comes in handy if you want to switch to another software from Zoho, you'll be able to do it-most counterparts allow you to migrate data only partly.
Importing journals-extremely important feature-works flawlessly.

No integrated payroll functionality - small flaw, as you can easily import journals from the software of your choice.
Average bank reconciliation - filtering records is difficult, custom sorting as well.
No itegrated CIS solution.
No reporting directly to HMRC.