キャプテラ - 日本企業の最適な
ソフトウェア選びをサポートし17年
Zoho Booksとは
シンプルで使いやすい会計ソフトウェアが企業金融の管理をスマートにサポートします。
Incredibly good value for the price (way cheaper than Freshbooks/Quickbooks). Integrates well with the rest of the Zoho suite.
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.
レビューを絞り込む (639件)
Zoho Books is a very easy program to setup and use. Not a lot of modifications required.
Intuitive and comprehensive accounting software, ideal for small businesses
製品を使ってみた感想: Excellent software - use it daily to keep my records up to date, invoice customers and process payments. Couldn't recommend it more highly.
良いポイント:
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.
改善してほしい点:
Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.
It's an excellent internet service for small businesses
製品を使ってみた感想: 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.
良いポイント:
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.
改善してほしい点:
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 Statement import instructions are out-of-date.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.
It's easy to use but that's as far as it goes
製品を使ってみた感想: 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.
良いポイント:
It's easy to use if you're doing simple bookkeeping
改善してほしい点:
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 impressive product.
製品を使ってみた感想: Very much satisfied with this product. I belive it is some thing worth investing.
良いポイント:
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.
改善してほしい点:
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.
Very powerful accounting platform
製品を使ってみた感想: Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses. Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes this a valuable product for our business that saves time and money.
良いポイント:
Zoho Books is an excellent option for your company's bookkeeping and accounting. Invoicing and billing is done in the dashboard, reporting on income, expenditure and payables are separated and even financial reconciliations can be actioned automatically. You can create Price Lists easily to share to your customers based on your products/services you are selling.Financial reports are done automatically so you don't have to do a manual recon every month.
改善してほしい点:
There are limitations in terms of online payment gateways depending on your country of origin, but they do offer all major gateways.Invoice templates are basic but it does provide all the relevant information that you need.
They don't fix old issues
製品を使ってみた感想: There are a lot of outstanding problems that users have notified them about and I continuously see people bringing up the same problems years after they were first brought to the attention of the developers.
良いポイント:
It was relatively easy to switch from the previous accounting software.
改善してほしい点:
They do not fix old issues unless they are critical to the functioning of the software.
検討した類似製品: QuickBooks Online、Xero
Zoho Booksに決めた理由: Because Wave was bought by H&R Block and they decided NOT to support anyone outside of the USA anymore.
切り替える前の製品: Wave
Zoho Booksに切りかえた理由: 1 year free Zoho Books subscription offer through Wave Accounting to switch away from Wave.
Great Collaboration
製品を使ってみた感想: Great experience although after 2 years we are still learning, it is good for indian accounting system
良いポイント:
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
改善してほしい点:
I would have prefered if it has quotation sending options also Process sometimes seems too long for creating manual vouchers
Great Tool For Suite Users
製品を使ってみた感想: We are running all of our books for our small business with Zoho Books. It is simple to sync bank accounts and credit card accounts, and quickly categorize expenses, and run reports. Pleased with results.
良いポイント:
Very simple to categorize funds, connectivity with other tools in Zoho Suite.
改善してほしい点:
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.
検討した類似製品: QuickBooks Online
Zoho Booksに決めた理由: Better accessability, and price point for us.
切り替える前の製品: FreshBooks
Zoho Booksに切りかえた理由: Pricepoint and accessibility
Best Accounting Software for Small Businesses
製品を使ってみた感想: Too good, I am a Zoho One member and for the price I am paying I am very much satisfied with the product
良いポイント:
Online Invoice creation, Sending & Payment Collection, Invoice tracking, Inventory Mangement, Bank Reconciliation
改善してほしい点:
Not anything in particular, But the option to send Invoices to Whatsapp would have been better if made available.
Zoho Books has been our go to for invoicing for years
製品を使ってみた感想: I started using Zoho Books many years ago and have used it ever since. It's been easy to use and the customer service has been great whenever I need a little help. It's simple to create new invoices and it's what I always recommend to others. Every so often I try other services but always end up back at Zoho and all their different services.
良いポイント:
I have been using a single template for years and it's made my life very easy. It even creates the invoice and reminds me to send it.
改善してほしい点:
I wish Zoho Books would automatically send the invoice for me but it's not a big deal. I just really like automation whenever possible.
Efficient, affordable took that's essential for my business
製品を使ってみた感想: 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.
良いポイント:
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.
改善してほしい点:
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.
検討した類似製品: Wave
Zoho Booksに決めた理由: 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.
切り替える前の製品: FreshBooks
Zoho Booksに切りかえた理由: 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
製品を使ってみた感想: 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.
良いポイント:
It does everything that I need it to do, and for far less than it's competition.
改善してほしい点:
There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.
検討した類似製品: FreshBooks、Sage 100、Wave、Xero
Zoho Booksに決めた理由: 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.
切り替える前の製品: FreshBooks、Sage 100、Wave、Xero
Zoho Booksに切りかえた理由: 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.
Powerful and Invaluable tool at an incredible price
製品を使ってみた感想: We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site. The ease of use and consistency makes it very easy for training purposes and day to day use.
良いポイント:
We love the way you can add further modules and expand into other areas like inventory with ease. The support is fast and efficient with a positive outcome every time. The consistency through every module bill s, invoicing, purchasing makes it a breeze to operate.
改善してほしい点:
The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as some screens use a keyword search which is easy and fast to locate the information.
検討した類似製品: QuickBooks Online
Zoho Booksに決めた理由: Lack on consistency with previous product and even doing the slightest thing seemed over complicated.
Zoho Booksに切りかえた理由: With the ability to integrate other modules was vital to us. The product had more vital features like re occurring invoices and billing. Stock control was important and a lot of other products don't have this ability alongside things like project managment.
Good Billing Application
製品を使ってみた感想: It was awesome to use Zoho books, it improved our operational efficiency and was very easy to use.
良いポイント:
This is an efficient and affordable billing application. Serves all the basic needs and is capable of handling large data sets.
改善してほしい点:
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.
Zoho Booksに決めた理由: Freshbooks was very basic back then and had very limited set of features.
切り替える前の製品: FreshBooks
Zoho Booksに切りかえた理由: Zoho Books had local support team, which is why we put our trust on them.
RUN do not walk way from this product!
製品を使ってみた感想: I would rather deal with the IRS, Comcast and AT&T all at once than this company.
良いポイント:
Zoho has been a constant and ongoing headache since switching 3 years ago. Since then it has been an ongoing everyday headache. Support simply does not exist with this company. Support articles are 10 years old and do reflect the current software.
改善してほしい点:
Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.
Zoho Books reconciles bank statement automatically and GST filing is way better than anything else.
製品を使ってみた感想: Overall, it's a boon, If you are in India then this is the takeaway software as it helps ease in filing GST reports.
良いポイント:
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. :)
改善してほしい点:
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.
検討した類似製品: QuickBooks Enterprise
Zoho Booksに切りかえた理由: Features & pricing were the two elements that made me choose ZohoBooks.
Has the potential, but not the backup
製品を使ってみた感想: 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.
良いポイント:
The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.
改善してほしい点:
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.
Migrated from Wave to Zoho Books. Horrible experience
製品を使ってみた感想: Precious time wasted. After reading their manuals, watching their videos, Googling answers, I finally had a one-on-one training session with a trainer who advised me to employ the services of a Zoho-experienced accountant in South Africa. We had thought that because of Wave Accounting's recommendation, that Zoho Books would be similarly user-friendly and intuitive. It is not at all.
良いポイント:
They seem to have an impressive array of apparently useful functions.
改善してほしい点:
This is the most non-intuitive, difficult, cumbersome, obscure programme I have ever worked with. Example: even in deleting our account after wasting hours trying to become functional, the instructions seemed to be clear: Log in to your account. Click the user picture. Click My Account. In the account page, select the Preferences tab. Click Close Account in the left menu. Except THERE IS NO PREFERENCES TAB IN THE LEFT MENU. They forgot to tell you to click on Settings first, and THEN select Preferences. A perfect example of what to expect from the entire platform.
Zoho books - my best friend!
製品を使ってみた感想: With Zoho we are able to easily stay on top of our finances with limited effort required. The ability to correct historical errors easily makes maintaining and accurate general ledger a breeze. I really like the professional look and feel of the documents generated such as invoices, orders etc.
良いポイント:
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.
改善してほしい点:
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.
検討した類似製品: Xero
Zoho Booksに決めた理由: Based on an old database structure which was inflexible.
Zoho Booksに切りかえた理由: The value proposition of Zoho One with the multiply module functionality was very compelling and the Books module was able to more than cater for our small business requirements.
Easy finances with Zoho Books
製品を使ってみた感想: Zoho Books is helping us automate many processes that we do every day on our business, many tasks and many payments that we receive throughout the week. It is a software that is extremely helpful when it comes to setting up a workflow that will benefit our work environment, and it provides useful solutions to manage payments, invoices, and all the financial data that comes with it, it has made everything easier because we don't have to worry about manually processing every payment or manually creating and sending an invoice, with Zoho Books, all these things become simple and we are able to keep a directory with all the crucial information for payments and invoices.
良いポイント:
Zoho Books is an accounting software that provides the best experience when automating the accounting workflow. It has a great variety of tools that help enhance the process and I like how once the data has been imported, it only takes a few clicks to process payments and other billing options. Also, the option to manage all invoices is pretty beneficial, it allows me to keep track of all the payments that clients need to make and it provides a place where I can keep track of these invoices every month and know how much people owe our business; thanks to this feature, it also allows me to process payments differently, because I can have all the data in this single place and it makes it easier to integrate with many payment options so everything is done quicker, providing a nice experience for both ourselves as a business and for our clients. I like that Zoho Books is very user-friendly and it was not difficult to import all the data in order to start using it.
改善してほしい点:
I think that the customer support is lacking a lot, it feels like they keep trying to be responsive but still, they do take a lot of time to get back to you once reached out. I don't like this part of the software because it does not feel like I can fully rely on them for help.
Over 50, not an accountant & never aspired to own a small business...
製品を使ってみた感想:
It's true, but when your calling is a clear one, you are obligated to follow! Our small care giving business has employees working exclusively at customer sites. The caregivers (most also over 50 yrs. old) input their time, mileage & expenses from their smart phones. Invoicing is generally done at my laptop but can be done from my phone. The invoicing can be personalized with valuable information for our clients such as upcoming holidays, rate changes, & thank yous for allowing us to earn their business.
The reporting is simple to use as is the customer support. The customer support is very knowledgeable & easy to understand. We have never experienced a wait time either.
We tried another accounting package our first year of business & found it too cumbersome & not user friendly for those of us with only basic accounting skills. Zoho was recommended by our professional accountant & business advisor. Zoho has greatly simplified our invoicing, reporting, & customer account related tasks, so that we can focus on senior care giving where our gifts are strong. Thanks, Zoho!
-R. Ford, Owner of The Merry Marthas, LLC
良いポイント:
- Phone based app & laptop s-ware are EZ to use.
改善してほしい点:
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.
Streamlining Business Operations with Zoho Books: A Game-Changer for Efficient Invoicing and Contact
良いポイント:
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.
改善してほしい点:
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!
Efficient and flexible financial management
製品を使ってみた感想: Zoho Books is a reliable and comprehensive platform for enterprise financial management. With its wide range of features, it simplifies and optimizes financial processes.
良いポイント:
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.
改善してほしい点:
On occasion, I have experienced delays and load times when accessing certain functions or working with large data sets.
All in One Accounting Solution for SME businesses
良いポイント:
A true CRM tool for sales people with the tools the ability to give accountants information needed. You can provide invoicing and estimates for clients as well as get an overview of sales for the year, the month and other important information. We have been using Zoho for over 5 years and almost swear by it, especially in our line of business with integration with payment options, we can accept multiple payment options from clients without changing our workflow. Whether used on its own or used with the other suite of Zoho apps, Zoho Books is definitely a recommended tool for anyone starting out and looking for an affordable accounting/CRM solution.
改善してほしい点:
Only administrators can adjust invoices once they have been sent which limits functionality for larger sales teams. Cancelling an estimate or invoice even when in draft mode is not as straightforward as when you create one. Mobile apps for Zoho Books is not as easy to use as the web app, if you are running a business, it is good for viewing sales at a glance but it is not ideal for CRM on the go. There is a slight learning curve to use Zoho Books for accounts especially if you are coming from another accounting suite.
Zoho Books is the best online accounting software.
製品を使ってみた感想: This software makes so easy for us that how we can better manage our sales, marketing, invoices and accounts. It gives you all financial reports, payments process and sales and marketing features. I always recommended this software for the business companies which is always worried about the payment recurring and payment transaction.
良いポイント:
Zoho Books makes our life so easier by managing all of our invoices and expenses and get ready your checks to get rid all of our our money easily. By using this efficient software, we cannot worried about our banks accounts, transactions problems and we can easily collaborate with our customer and accountant. Through the Zoho Books software, our payments integration is always great and fabulous. Zoho Books also have the reporting features which gives you complete reports of your sales, marketing and purchasing information at anytime.
改善してほしい点:
This software is not so easy to use especially for the beginners is that they cannot easily handle the advanced payments and in this why they faced a lot of problems about the payments acceptance and invoices recurring. But otherwise it is best for the payment transaction, invoices recurring and expenses.