Wer nutzt diese Software?

Freie Mitarbeiter, mittelständiges Unternehmen, Kleinunternehmen

Durchschnittliche Bewertung

396 Bewertungen
  • Gesamt 4.4/5
  • Benutzerfreundlichkeit 4.3/5
  • Kundenservice 4.2/5
  • Funktionen 4.2/5
  • Preis-Leistungs-Verhältnis 4.4/5

Produktinformationen

  • Startpreis 9,00 $/Monat
  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Zoho Books
  • https://www.zoho.com/us/books
  • Gegründet 1996

Über Zoho Books

Zoho Books ist eine Online-Buchhaltungssoftware, mit der Du einfach den Geldfluss in Deinem Unternehmen verwalten kannst. Verwalte Deine Kunden und Rechnungen, während Du die Aufwendungen in Schach hältst. Speichere, überwach und vereinbare Deine Bankkonten und Transaktionen, und arbeite mit Deinem Steuerberater in Echtzeit zusammen. Am wichtigsten: Zoho Books hilft, bessere, fundierte Entscheidungen zu treffen und über Deinem Geschäft auf dem Laufenden zu bleiben.

Zoho Books Funktionen

  • Abrechnung & Rechnungsstellung
  • Anlagegegenstand-Management
  • Bestellungen
  • CPA-Firmen
  • Fondsrechnung
  • Forderungen
  • Gemeinnützige Organisationen
  • Kontenabgleich
  • Kostenverfolgung
  • Lohn- und Gehaltslisten-Management
  • Projektbuchhaltung
  • Regierung
  • Steuermanagement
  • Abrechnung & Rechnungsstellung
  • Anlagegegenstand-Management
  • Anwesenheitsmanagement
  • Einkauf
  • Fondsrechnung
  • Für Privatschulen
  • Hauptbuch
  • Klasse hochladen
  • Kostenplanung und Prognosen
  • Lohn- und Gehaltslisten-Management
  • Software für Schulen
  • Verbindlichkeiten
  • Ausgabenmanagement
  • Bedarfsmanagement
  • Beschaffungsmanagement
  • Bestell-Management
  • Compliance Management
  • Inventarverwaltung
  • Lieferanten-Management
  • Rechnungsverarbeitung
  • Vertragsmanagement
  • Audit Trail
  • Bilanz
  • Cash Management
  • Einkommensnachweis
  • Gewinn-und Verlustrechnung
  • Hauptbuch
  • Konsolidierung
  • Mehrere Abteilungen / Projekte
  • Mischkonzern
  • Prognose
  • „Was wäre wenn“-Szenarien
  • Abrechnungsportal
  • Anpassbare Rechnungen
  • Kontakt-Datenbank
  • Kontingenz-Abrechnung
  • Mahnwesen-Management
  • Mehrere Währungen
  • Mobile Zahlungen
  • Online-Abrechnung
  • Online-Zahlungen
  • Projekt-Abrechnung
  • Steuer-Rechner
  • Stündliche Fakturierung
  • Wiederkehrende Zahlungen / Abonnement-Abrechnung
  • Zahlungsabwicklung
  • Abgrenzungskonto-Führung
  • Aktivitäts-Verfolgung
  • Belegmanagement
  • Buchungsübergreifende Buchung
  • Compliance Management
  • Gebührenermittlung & Buchung
  • Kundenaussagen
  • Scheckausstellung
  • Steuermanagement
  • Vermögensanlagen-Gewinn & Verlust-Berichterstattung

Die hilfreichsten Reviews für Zoho Books

Why limit yourself to just Books?

Bewertet am 20.6.2019
Daniel C.
Owner
Marketing & Werbung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
3/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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).

Nachteile: 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.

Great for a small business

Bewertet am 3.12.2019
James J.
Consultant
Gesundheit, Wellness & Fitness, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We moved from an ancient copy of Billings (a Mac-only program), and chose Zoho over the main competition based on ease of use and the need to handle customer retainers smoothly.

Vorteile: 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.

Nachteile: 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.

Great Collaboration

Bewertet am 9.10.2019
Deepak B.
Chief Operating Officer
Informationstechnologie & -dienste, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Great experience although after 2 years we are still learning, it is good for indian accounting system

Vorteile: The statement download from bank and reconciliation option is great
GST filing options are great
Dashboard is very well designed
Android application is very useful

Nachteile: I would have prefered if it has quotation sending options also
Process sometimes seems too long for creating manual vouchers

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

Bewertet am 18.12.2018
Cassi H.
Operations & Finance Director
Gesundheit, Wellness & Fitness, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
2/5
Gesamt
3/5
Benutzerfreundlichkeit
2/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

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

Nachteile: 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.

Perfect for Small Businesses, Falters a Bit as You Get Bigger ($3 million+ ARR)

Bewertet am 23.7.2019
Peter F.
Co-Owner
Informationstechnologie & -dienste, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Incredibly good value for the price (way cheaper than Freshbooks/Quickbooks) Integrates well with the rest of the Zoho suite Close to everything you'd want from a cloud bookkeeping software

Nachteile: No payroll (which is a game breaker for some, we're small enough that it doesn't really matter) Missing little nice features from Quickbooks like true reporting tags Freelance bookkeepers don't usually have experience with it

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