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Sobre Zoho Books

Software de contabilidad sencillo y fácil de usar que te ayuda a administrar las finanzas de tu empresa de una manera inteligente.

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Puntos a favor:

Incredibly good value for the price (way cheaper than Freshbooks/Quickbooks). Integrates well with the rest of the Zoho suite.

Contras:

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.

Valoraciones de Zoho Books

Evaluación media

Facilidad de uso
4,3
Atención al cliente
4,2
Funcionalidades
4,2
Relación calidad-precio
4,4

Probabilidad de recomendación

8,3/10

Zoho Books tiene una valoración global de 4,4 estrellas sobre 5 según las 628 opiniones de usuarios de Capterra.

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Filtrar opiniones (628)

Kelvin
Director Technical Services
Usuario de Linkedin verificado
Consultoría de gestión, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

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

5,0 hace 3 años
Los subtítulos en español están disponibles en el reproductor de vídeo
Jesús
Jesús
´CEO en España
Usuario de Linkedin verificado
Consultoría de gestión, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Zoho books herramienta de facturación indisplensable para mejorar tus procesos

5,0 el año pasado

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.

Bernardino
Informático en España
Telecomunicaciones, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

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

5,0 hace 2 años

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.

Joel
Joel
Administrativo en Perú
Usuario de Linkedin verificado
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Herramienta para los negocios

4,0 hace 2 años

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.

Miguel Angel
Miguel Angel
Diseño en Ecuador
Usuario de Linkedin verificado
Ingeniería industrial o mecánica, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

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

5,0 el año pasado

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

Usuario verificado
Usuario de Linkedin verificado
Alimentación y bebidas, 201-500 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Una buena herramienta corporativa

5,0 el año pasado

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

Usuario verificado
Usuario de Linkedin verificado
Consultoría de gestión, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Intuitivo pero con margen e mejora

3,0 hace 9 meses

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

Alba
Alba
Maestra de Educación Infantil en España
Usuario de Linkedin verificado
Administración educativa, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Factura de manera sencilla

4,0 el año pasado

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.

Usuario verificado
Usuario de Linkedin verificado
Hospital y atención sanitaria, 201-500 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Buena solucion para la gestion contable.

4,0 el año pasado

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.

Caroline
Caroline
Bachelor in Supply Chain Management en EE. UU.
Usuario de Linkedin verificado
Bienes de consumo, 1.001-5.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Organized and improved accounting

5,0 hace 2 semanas Nuevo

Comentarios: perfect to have a compliance with the company's accounting without overlooking something, it is really easy to use and it improved my progress at work

Puntos a favor:

Zoho Books has allowed us to improve in the accounting area, having a perfect administration of expenses, accounts, invoices, payments and other tasks to be carried out, it manages a magnificent online accounting function, keeping all the payment reports up to date without forgetting invoices or payments to make, it is a very complete platform with its tools.

Contras:

In my personal opinion, it is a perfect platform that there is nothing to improve or change.

Darren
Director en RU
Importación y exportación, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Powerful and Invaluable tool at an incredible price

4,0 hace 7 meses

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: QuickBooks Online

Razones para elegir Zoho Books: Lack on consistency with previous product and even doing the slightest thing seemed over complicated.

Razones para cambiar a Zoho Books: 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.

Solomon
Project manager en EE. UU.
Tecnología y servicios de la información, 1.001-5.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

The Emperor and Eminent Financial Tool for our Company.

5,0 la semana pasada Nuevo

Puntos a favor:

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.

Contras:

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

Belal
CA en India
Contabilidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Pathetic customer service

1,0 hace 2 semanas Nuevo

Comentarios: Worst customer services there is no proper reply or information

Puntos a favor:

Product is ok but customer service is pathetic

Contras:

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].

Phillip
President en EE. UU.
Ingeniería industrial o mecánica, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great Software

5,0 hace 3 meses

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: QuickBooks Online

Razones para elegir Zoho Books: Price and availability. It was simple enough that we could use what we needed in the program.

Software anterior: Sage 50cloud Accounting y QuickBooks Online

Razones para cambiar a Zoho Books: The price and overall feel of the product.

William
Manager en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Support

4,0 hace 7 meses

Comentarios: NO Support

Puntos a favor:

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

Contras:

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....

Alternativas consideradas: QuickBooks Online

Razones para elegir Zoho Books: It seemed easier for what I needed

Razones para cambiar a Zoho Books: I am going back to QuickBooks what support they have is better than Zoho Books

Barry
CEO en Canadá
Consultoría de gestión, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Zoho Books - Baac Office

5,0 el mes pasado Nuevo

Puntos a favor:

It's much better than QuickBooks Online and much less costly as part of Zoho One

Contras:

Can't think of many cons, as it works so well

Andrei
Branch Manager en RU
Servicios financieros, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Book keeping done wright

5,0 la semana pasada Nuevo

Comentarios: I really like Zoho Books, the design is nice and intuitive. I learned to use it very fast. Support was great when needed.

Puntos a favor:

Zoho Books is an exceptional accounting service, it offers a free version for small business but paid version too. Works great with bank reconciliation and is packed of good features that you found only on expensive software. Getting reports like P&L is easy and the reports looks good. Integrates good with other Zoho apps if you are using them.

Contras:

No cons for Zoho Books, the software works good.

Tanveer
Human Resource Manager en EE. UU.
Administración educativa, 1.001-5.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Zoho Books: An Online Accounting Solution that Meets Our Needs

5,0 hace 3 semanas Nuevo

Puntos a favor:

I like the exceptional features of Zoho Books. Zoho Books meets our needs because it has been a reliable online accounting software.

Contras:

Zoho Books is reliable and flawless. I do not dislike Zoho Books at all.

Celina
Accounting en EE. UU.
Entretenimiento, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

A Smooth Business Accounting Software

5,0 hace 3 semanas Nuevo

Puntos a favor:

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

Contras:

No particular flaws with Zoho Books. Has been amazing.

Anne
Owner en EE. UU.
Marketing y publicidad, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

All the functionality of QuickBooks - and more - at a much better price

5,0 hace 4 años

Comentarios: Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.

Puntos a favor:

Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Contras:

I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.

Alternativas consideradas: QuickBooks Online y Wave

Razones para elegir Zoho Books: Wave only allows for accrual-based accounting, which is severely limiting. Wave also makes some odd duplicate transactions when you're entering transfers and line items for invoices.

Software anterior: Wave

Razones para cambiar a Zoho Books: Zoho books has everything QuickBooks has at a much lower price. And Wave and And.co had too many limitations.

Eric
Attorney en EE. UU.
Práctica de la abogacía, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Great Product For Those Who Know Accounting

5,0 hace 4 años

Comentarios: My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: QuickBooks Desktop Enterprise

Razones para elegir Zoho Books: Zoho Invoice was excellent at invoicing and tracking client expenses. However, I wanted a product that did more than those two things.

Software anterior: Zoho Invoice

Razones para cambiar a Zoho Books: I was already familiar with Zoho through the use of Zoho Writer and Zoho Invoice. It was easier to simply switch to Zoho Books, which had a familiar and pleasing user interface. Also, Zoho Books was a better buy for the money.

Jordan
CEO en EE. UU.
Aprendizaje en línea, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Great QuickBooks competitor with additional features to boot

5,0 hace 2 años

Puntos a favor:

I am a big fan of Zoho Books. For the same price of a QuickBooks subscription, I was able to purchase a license to Zoho One, which comes with dozens of other valuable apps (Zoho Forms, Zoho CRM, Zoho Survey, Zoho Social, Zoho Marketing Automation, Zoho Analytics, Zoho Sign, Zoho Meeting, Zoho Desk, Zoho Projects, Zoho Expenses, Zoho Recruit, Zoho Flow). I did the math recently, and figured out that if I were to buy each of the Zoho applications I use from an equivalent competitor, I would be spending $600 more than the cost of a Zoho One subscription each month. For Zoho Books in particular, it has all of the features I used in QuickBooks, plus easy-to-use workflow automations and integrations with the rest of the Zoho One suite. It's very helpful to be able to cross-reference Zoho Books data within their CRM for example. Overall, I highly recommend Zoho Books, but encourage you to purchase the full Zoho One suite rather than Books as a standalone application.

Contras:

I wish they had a few more payment processors available.

Alternativas consideradas: FreshBooks, Wave y Xero

Razones para elegir Zoho Books: For the same price as QuickBooks, I was able to get the full Zoho One Suite.

Software anterior: QuickBooks Online

Razones para cambiar a Zoho Books: Integration with Zoho One.

Aninda
Chief Solution Architect en Bangladés
Tecnología y servicios de la información, 501-1.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Good Billing Application

4,0 hace 2 años

Comentarios: It was awesome to use Zoho books, it improved our operational efficiency and was very easy to use.

Puntos a favor:

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

Contras:

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.

Alternativas consideradas: Kashoo y NetSuite

Razones para elegir Zoho Books: Freshbooks was very basic back then and had very limited set of features.

Software anterior: FreshBooks

Razones para cambiar a Zoho Books: Zoho Books had local support team, which is why we put our trust on them.

Rob
Owner en EE. UU.
Telecomunicaciones, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

RUN do not walk way from this product!

1,0 hace 3 años

Comentarios: I would rather deal with the IRS, Comcast and AT&T all at once than this company.

Puntos a favor:

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.

Contras:

Support! This company DOES NOT PROVIDE SUPPORT. Whoever answers chats simply wastes your times and never ever helps.

James
Consultant en EE. UU.
Salud, bienestar y deporte, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Great for a small business

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: QuickBooks Online y Wave

Razones para elegir Zoho Books: The previous product had been discontinued.

Razones para cambiar a Zoho Books: Zoho was less expensive than QuickBooks, and seemed to be more approachable. Wave didn't handle retainers as well (at least at that time).

Usuario verificado
Usuario de Linkedin verificado
Tecnología y servicios de la información, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Has the potential, but not the backup

4,0 hace 3 años

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.