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?

Zoho Booksは、小規模事業における入出金を追跡するシンプルで使いやすい会計ソフトウェアです。売掛金、買掛金、顧客を1か所で管理することが可能です。定期的な請求などの反復タスクを自動化し、顧客からのオンライン決済を受け入れることができます。Zoho Booksの自動銀行フィード機能を使用するとデータ入力作業が減り、銀行勘定調整が非常に楽になります。損益計算書、貸借対照表レポートを数秒で作成できます。

Zoho Booksの対象ユーザー

フリーランサー、中小企業。

動作環境

クラウドベース
オンプレミス

企業情報

  • Zoho
  • 1996年設立

Zoho Books のサポート

  • 電話サポート
  • チャット対応有

利用可能な国

アイスランド, アイルランド, アゼルバイジャン, アフガニスタン, アメリカ合衆国 他224つ

言語

イタリア語, オランダ語, スウェーデン語, スペイン語, ドイツ語 他5つ

Zoho Booksの料金プラン

最安値プラン:

$20.00/月
  • 無料トライアルあり
  • 無料プランあり

Zoho Booksには無料プランがあり、無料トライアルも提供されています。 Zoho Booksの有料プランは$20.00/月から利用できます。

料金プラン 無料トライアルを申し込む

企業情報

  • Zoho
  • 1996年設立

Zoho Books のサポート

  • 電話サポート
  • チャット対応有

利用可能な国

アイスランド, アイルランド, アゼルバイジャン, アフガニスタン, アメリカ合衆国 他224つ

言語

イタリア語, オランダ語, スウェーデン語, スペイン語, ドイツ語 他5つ

Zoho Booksの動画と画像

Zoho Booksソフトウェア - 1
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Zoho Booksソフトウェア - 5
もう6件表示する
Zoho Booksの動画
Zoho Booksソフトウェア - 1
Zoho Booksソフトウェア - 2
Zoho Booksソフトウェア - 3
Zoho Booksソフトウェア - 4
Zoho Booksソフトウェア - 5

Zoho Booksの機能や特徴

  • ACH支払い処理
  • オンライン決済
  • オンライン請求
  • カスタマー・ステートメント
  • コア会計
  • コスト管理
  • コンプライアンス管理
  • サプライヤー管理
  • サードパーティとの連携
  • タイムシート管理
  • タスク管理
  • データのインポート/エクスポート
  • フィールドのカスタマイズ
  • プロジェクト会計
  • モバイル決済
  • リアルタイムデータ
  • リマインダー
  • レポートと統計
  • レポート/分析
  • ワークフロー管理
  • 不動産向け
  • 予算設定、予測
  • 信託勘定
  • 利益/損失ステートメント
  • 取引管理
  • 売掛金
  • 売掛金元帳
  • 多通貨
  • 小規模企業向け
  • 建設業界向け
  • 手数料管理
  • 承認プロセス管理
  • 損益計算書・貸借対照表
  • 支払い請求が可能・不可能な時間
  • 時間・支出追跡
  • 決済処理
  • 物品販売税管理
  • 現金管理
  • 発注書の照合
  • 発注管理
  • 監査証跡
  • 税務申告
  • 税務管理
  • 税法遵守
  • 納税計算
  • 経理
  • 経費精算
  • 統合・ロールアップ
  • 継続課金/サブスクリプション
  • 総勘定元帳
  • 見積もり、概算
  • 請求、インボイス
  • 請求書のカスタマイズ
  • 請求書作成
  • 請求書処理
  • 請求書履歴
  • 請求書管理
  • 財務分析
  • 財務報告
  • 財務管理
  • 買掛金
  • 連絡先データベース
  • 連絡先管理
  • 銀行勘定調整
  • 領収書管理

Zoho Booksの競合SaaS製品

ジョブのスケジューリング、チームの調整、時間の追跡、プロジェクトの追跡を1か所で行うことができます。
QuickBooks Onlineは、いつでもどこでもビジネスを管理できる中小企業の会計ソフトウェアおよびアプリです。
マルチモニター対応や期限切れスタンプを提供してキャッシュフローを改善する会計ツールです。
中小企業向けの業界トップレベルの会計ソフトウェア。顧客、ベンダー、従業員情報へすぐにアクセスすることができます。
Pipedriveは、取引成立に向けた活動に専念するのに役立つCRMソフトウェア・ツールであり、簡単に実装できます。
CRM、POS、Webサイト、Eコマース、販売、会計、在庫、人事、マーケティングなどを管理する統合アプリのオープンソース・スイートです。
Zoho Invoiceは、中小企業の請求、経費処理、オンライン決済を支援することを目的に設計された完全無料のクラウド請求ソリューションです。 Zoho Invoiceの製品詳細
NetSuiteは、スマートな意思決定を行い、着実にビジネスを拡大・成長するために必要な可視性と制御を提供する、業界トップレベルのクラウド型ERPです。 NetSuiteの製品詳細
月額$7.50 (最初の3か月) から利用できる簡単な請求書作成および会計ソリューション。2,400万人のユーザーがすでにFreshBooksを使用しています。

Zoho Booksの評判・レビュー

評価ポイント

総合評価
4.4
使いやすさ
4.4
カスタマーサービス
4.2
機能
4.3
価格の妥当性
4.4

企業規模(従業員数)別レビュー数

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Kelvin
Director Technical Services
認証済みLinkedInユーザー
経営コンサルティング, 11~50人規模の会社
使用期間: 1~5か月
投稿経路

Zoho Books is a very easy program to setup and use. Not a lot of modifications required.

5.0 4 年前
動画プレイヤーで日本語字幕を表示できます
Dedre
Dedre
南アフリカのOwner
認証済みLinkedInユーザー
美術、工芸, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

Very powerful accounting platform

4.0 2 年前

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.

Phillip
アメリカのPresident
機械・産業工学, 2~10人規模の会社
使用期間: 2年以上
投稿経路

Great Software

5.0 10 か月前

製品を使ってみた感想: I really enjoyed this software. It is must easier to use than most of its competitors. It is also having some of the best pricing vs performance that I have found.

良いポイント:

Zoho was very easy software to setup for someone who does not have a lot of experience. We used this software to mostly to track estimates. When estimates were approved and accepted by the customer it was simple to turn them into invoices.

改善してほしい点:

Once you add certain items into the system they cannot be deleted. For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry.

検討した類似製品: QuickBooks Online

Zoho Booksに決めた理由: Price and availability. It was simple enough that we could use what we needed in the program.

切り替える前の製品: QuickBooks Online

Zoho Booksに切りかえた理由: The price and overall feel of the product.

Belal
インドのCA
経理, 11~50人規模の会社
使用期間: 2年以上
投稿経路

Pathetic customer service

1.0 7 か月前

製品を使ってみた感想: Worst customer services there is no proper reply or information

良いポイント:

Product is ok but customer service is pathetic

改善してほしい点:

The customer service is pathetic, we are running a CA firm and have almost 20 Zoho books subscription and login and one of the login as was asking an OTP we were not getting because the [sensitive content hidden] is travelling and OTP is going to only mobile number not to email hence raised the ticket and the team keep saying that the accounts team is working but we did not receive any resolution they wasted a whole day and did not resolve this. the ticket ID is [sensitive content hidden].

Shobhna
インドのSupport specialist
消費者サービス, 501~1,000人規模の会社
使用期間: 6~12か月
投稿経路

I really had a amazing journey with Zoho books.

5.0 4 か月前

製品を使ってみた感想: I would say it's good as it is easy to navigate with affordable pricing plans. It provides timely updates about the features. Also they have a wonderful customer support.

良いポイント:

It has a very easy user interface and I really like the accessibility of using it on phone.

改善してほしい点:

There is nothing that I don't like but yes the feature of budget and forecasting can be improved as it requires some advanced feature.

Solomon
アメリカのProject manager
情報技術、情報サービス, 1,001~5,000人規模の会社
使用期間: 2年以上
投稿経路

The Emperor and Eminent Financial Tool for our Company.

5.0 7 か月前

良いポイント:

The tool send us financial reports and profit as well as loss forms on time. It has the best interface to use for our accounting processes. The most amazing customer service is served to us. Very fast and quick in invoice processing.

改善してほしい点:

It has delivered to our expectations and it has never disappointed.

Darren
英国のDirector
輸出入, 2~10人規模の会社
使用期間: 2年以上
投稿経路

Powerful and Invaluable tool at an incredible price

4.0 昨年

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.

Haythum
アラブ首長国連邦のIT Engineer
コンピュータ・ネットワーク, 11~50人規模の会社
使用期間: 2年以上
投稿経路

Zoho Books review

5.0 昨年

製品を使ってみた感想: Since more than 4 years of using Zoho Books it's fantastic and positive experience

良いポイント:

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

改善してほしい点:

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

Anthony
エクアドルのUniversity Intern
認証済みLinkedInユーザー
電気・電子機器製造, 1,001~5,000人規模の会社
使用期間: 1~5か月
投稿経路

Zoho Books: An efficient and user-friendly accounting software.

4.0 2 年前

製品を使ってみた感想: As an IT intern at the university, I had the opportunity to use Zoho Books for financial management. Overall, I found the software to be user-friendly and offering a great deal of useful features, such as invoice management and expense tracking. Additionally, I really liked the integration of Zoho Books with other Zoho services, such as CRM and Human Resources, which made collaboration and project management easier.

良いポイント:

Zoho Books is an online accounting and invoicing software that offers a wide range of features at an affordable price. With this tool, users can manage invoices, payments, expenses, and time tracking all in one integrated platform. Zoho Books also offers integration with other Zoho services, such as CRM and Human Resources, which makes collaboration and project management easier. Additionally, the software allows for task automation and customization of templates and workflows, increasing efficiency and saving time in financial management.

改善してほしい点:

Despite the extensive feature set that Zoho Books provides, some users can find the user interface to be too complex, and it might take some time to become accustomed to all the possibilities. In addition, integration with third-party services may be limited compared to other popular accounting software and more economical plans might not include certain sophisticated capabilities like inventory management and budgeting.

Jabir
アラブ首長国連邦のSenior Auditor
経理, 51~200人規模の会社
使用期間: 2年以上
投稿経路

Good Online Accounting Software

4.0 2 年前

製品を使ってみた感想: Simple software, can do the accounting with less accounting knowledge, its able access from any were in online.

良いポイント:

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

改善してほしい点:

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

検討した類似製品: QuickBooks Time

Zoho Booksに切りかえた理由: Can Access from anywhere, for our client can access from the abroad

William
アメリカのManager
経理, 2~10人規模の会社
使用期間: 1~5か月
投稿経路
ソース:SoftwareAdvice

Support

4.0 昨年

製品を使ってみた感想: NO Support

良いポイント:

It is easy to setup and start using it. I loved it a lot but their support SUCKS

改善してほしい点:

Their support sucks you go back in forth with someone that doesn't know about accounting.. So I am just going to find something else can consider all the work I have done in my account as a loss....

検討した類似製品: QuickBooks Online

Zoho Booksに決めた理由: It seemed easier for what I needed

Zoho Booksに切りかえた理由: I am going back to QuickBooks what support they have is better than Zoho Books

Addison
アメリカのSolution Architect
金融サービス, 11~50人規模の会社
使用期間: 2年以上
投稿経路

Time & Expense Tracking Solution

5.0 昨年

良いポイント:

Availability of mobile application is what I like most since I am able to track time and expense on projects on the go.

改善してほしい点:

I currently face zero errors when using ZB.

Miguel
アメリカのFinancial Advisor
投資銀行, 51~200人規模の会社
使用期間: 1年以上
投稿経路

Efficient and flexible financial management

5.0 12 か月前

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.

Cassandra
オーストラリアのRemedial Massage Therapist
代替医療, 自営業
使用期間: 2年以上
投稿経路

User friendly

5.0 6 か月前

良いポイント:

The app is so easy to use, it's simple and takes the stress out of book work.

改善してほしい点:

There are no cons for my business needs, I love the app.

Jeethendra
Jeethendra
インドのFounder & CEO
認証済みLinkedInユーザー
金融サービス, 51~200人規模の会社
使用期間: 2年以上
投稿経路
ソース:GetApp

From free to paid subscription

5.0 昨年

製品を使ってみた感想: Overall I liked the experience since we deal in both retail & software industry in one account itself.

良いポイント:

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.

改善してほしい点:

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

検討した類似製品: QuickBooks Enterprise

Celina
アメリカのAccounting
エンタテインメント, 11~50人規模の会社
使用期間: 1年以上
投稿経路

A Smooth Business Accounting Software

5.0 8 か月前

良いポイント:

It handles payment processing well and has tons of business accounting features.

改善してほしい点:

No particular flaws with Zoho Books. Has been amazing.

Donald
アメリカのManaging Partner
プログラム開発, 2~10人規模の会社
使用期間: 1年以上
投稿経路

Zoho Books for the Win!

5.0 8 か月前

良いポイント:

Zoho books ease of use, ease of implementation and overall user experience.

改善してほしい点:

They need to advertise in the US more and have a bigger presence because their product is the best out there.

sakhara
英国のconsultant
経理, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

Zoho Books offers many benefits, there are a few drawbacks

5.0 9 か月前

良いポイント:

For managing invoices, tracking expenses, or reconciling bank transactions, the user-friendly design ensures a seamless experience. Seamless Integration allowing for easy data synchronization and enhanced functionality.

改善してほしい点:

Customer support limitations in terms of responsiveness and availability.

Zohoからの返信

7 か月前

Hello Sakhara. Thanks for reviewing us. Glad you are having a good experience with Zoho Books. We will work on our limitations and promise to offer you a better experience going forward.

Brandi
アメリカのOwner
化粧品, 自営業
使用期間: 1~5か月
投稿経路

Zoho Books

5.0 昨年

製品を使ってみた感想: My overall experience has been pleasant using Zoho Books. I continue to use their product today.

良いポイント:

The features I like and use the most on Zoho Book are the Accounting and invoicing features. It is reliable and well put together

改善してほしい点:

I don't think there is anything about Zoho Books that I don't like. I still use it today with all their products.

Lamine
ブルキナファソのHead Project
投資銀行, 1,001~5,000人規模の会社
使用期間: 6~12か月
投稿経路

Zoho Books review use

4.0 昨年

良いポイント:

Zoho Books helps manage businesses better and automate workflow which saves a lot of time. I like the fact that it has a free and paid version

改善してほしい点:

Customer support is not at all professional, often very long and their advice misunderstood.

Winnie
ウガンダのManager
事務用品、事務機器, 11~50人規模の会社
使用期間: 1~5か月
投稿経路

Do work online

5.0 昨年

製品を使ってみた感想: I use it for project planning and accounting While sitting in my dining room therefore it eased work for me

良いポイント:

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

改善してほしい点:

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

検討した類似製品: PipedriveWave

Carlos Orlando
Carlos Orlando
アメリカのTSU
認証済みLinkedInユーザー
コンピュータ・ハードウェア, 自営業
使用期間: 無料トライアル
投稿経路

The Savior of my financial business

5.0 昨年

製品を使ってみた感想: The simplicity and ease of use have left me in awe. I never thought that accounting could be so simple and practical. Everything is arranged so brilliantly and coherently that every step I take is like a graceful dance to financial success.

良いポイント:

What I liked the most is its incredible ease of use. You don't need a PhD in accounting to understand it! Everything is designed so intuitively and clearly which impresses me a lot.

改善してほしい点:

I should mention that the customization of the reports can be a bit limited. Sometimes, I find myself wishing that I could further tweak and customize them to exactly fit my needs. I feel like they could go a step further in this regard and allow us to have more control over reporting.

David
アメリカのInvestigator
セキュリティ、調査, 2~10人規模の会社
使用期間: 1年以上
投稿経路

Price hike

4.0 2 年前

良いポイント:

The mobile app is great, doesn't make me want to scream or cringe. Everything feels as though it's exactly where I need it to be and in the order I'll be using it, mostly.Tons of options for reports and forms. Integrates with Zoho CRM. Time tracking and inventory tracking put some icing on the cake.

改善してほしい点:

I do not like the time tracker, it only works through linking to a task. I have never been satisfied with Zoho support. Another thing people - there aren't many accounting partners to pick from. Ironic... and problematic.Zoho Books WAS priced so well that you couldn't beat it, however now they've hiked it up along side Everest.

Dan
ウガンダのManager
コンピュータ・ソフトウェア, 自営業
使用期間: 無料トライアル
投稿経路

Very wonderful tool

5.0 昨年

良いポイント:

It is very good for small business accounting service with a clean professional look

改善してほしい点:

It is requires coding abilities to automate most of its features

Sumukha
インドのAccounts Executive
商業用不動産, 201~500人規模の会社
使用期間: 1年以上
投稿経路

Better Accounting Software

4.0 2 年前

良いポイント:

Invoice and billing options are good and we can accept the credit card payment and online payment, and auto generation of monthly invoice and we can set due dates so the system will send auto reminder for aged receivables to the tenant

改善してほしい点:

when its come to reports like Financial reports and budget forecasting and other its bit difficult to analyze the report and it is bit confusing in Aged receivable report

joan
ウガンダのprogram officer
非営利団体運営, 11~50人規模の会社
使用期間: 1年以上
投稿経路

set up payment reminders with zoho books

5.0 2 年前

良いポイント:

i like zoho books since it's very simple to use and am able to set up payment reminders for my staff through its payment gateways

改善してほしい点:

the application to new users it seem to be very hard there is need to have online training basically on setting up