Zoho Books

¿Quién usa Zoho Books?

Trabajadores independientes, pequeñas y medianas empresas.

¿Qué es Zoho Books?

Zoho Books es un software de contabilidad en línea que te permite administrar fácilmente el dinero que fluye dentro y fuera de tu negocio. Administra tus clientes y facturas, mientras mantienes los gastos bajo control. Registra, supervisa y concilia tus cuentas y transacciones bancarias y colabora con tu contador en tiempo real. Lo que es más importante, Zoho Books te ayuda a tomar decisiones mejores y más informadas y a mantenerte al frente de tu negocio.

Información sobre Zoho Books

Zoho Books

https://www.zoho.com/us/books

Fundada en 1996

Resumen de precios de Zoho Books

Zoho Books no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de Zoho Books está disponible a partir de 9,00 US$/mes.

-thumb
-thumb
-thumb
-thumb
-thumb

Precio inicial

9,00 US$/mes

Versión gratuita

No

Prueba gratis

Implementación

En la nube, SaaS, web

Móvil: nativo de iOS

Móvil: nativo de Android

Formación

En persona

En directo en línea

Seminarios web

Documentación

Asistencia

Horas laborables

En línea

Funciones de Zoho Books

  • Conciliación bancaria
  • Contabilidad de deudores
  • Contabilidad de fondos
  • Contabilidad de los proyectos
  • Empresas de contabilidad CPA
  • Facturación
  • Gestión de activos fijos
  • Gestión de impuestos
  • Gestión de nóminas
  • Gobierno
  • Seguimiento de gastos
  • Sin ánimo de lucro
  • Órdenes de compra

Lista completa de Programas de contabilidad

  • Base de datos de contactos
  • Calculadora de impuestos
  • Facturación de gastos imprevistos
  • Facturación de proyectos
  • Facturación en línea
  • Facturación por horas
  • Facturación recurrente y suscripciones
  • Facturas personalizables
  • Gestión de demandas de pago
  • Pagos en línea
  • Pagos móviles
  • Portal de facturación
  • Procesamiento de pagos
  • Varias divisas

Lista completa de Programas de facturación

  • Contabilidad de devengo
  • Creación de informes de pérdidas y ganancias de recursos
  • Cálculo y validación de gastos
  • Gestión de impuestos
  • Gestión de la conformidad
  • Gestión de recibos
  • Redacción de cheques
  • Seguimiento de actividades
  • Testimonios de clientes
  • Validación cruzada de la contabilidad

Lista completa de Software contable de fideicomisos

  • Carga de clases
  • Compras
  • Contabilidad de acreedores
  • Contabilidad de fondos
  • Enseñanza primaria y secundaria
  • Facturación
  • Gestión de activos fijos
  • Gestión de asistencia
  • Gestión de nóminas
  • Libro general
  • Para escuelas privadas
  • Presupuestos y previsiones

Lista completa de Software contable para escuelas

  • Gestión de abastecimiento
  • Gestión de contratos
  • Gestión de gastos
  • Gestión de inventarios
  • Gestión de la conformidad
  • Gestión de proveedores
  • Gestión de requisitos
  • Gestión de órdenes de compra
  • Procesamiento de facturas

Lista completa de Software de compras

  • Balance contable
  • Consolidación/Roll-Up
  • Controles o permisos de acceso
  • Declaración de ganancias/pérdidas
  • Escenarios hipotéticos
  • Gestión de tesorería
  • Importación y exportación de datos
  • Libro general
  • Presupuestos/previsiones
  • Registro de auditoría
  • Varias empresas

Lista completa de Software de informes financieros

Alternativas a Zoho Books

Más alternativas a Zoho Books

Opiniones de Zoho Books

Read all reviews

Overall rating

4,4/5

Average score

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

Review software

Share your experiences with other software buyers.

¡Escribe una reseña!
Deepak B.
Chief Operating Officer
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: Más de dos años
  • Valoración global
    5 /5
  • Facilidad de uso
    5 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 9/10/2019

"Great Collaboration"

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

Puntos a favor: 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

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

  • Fuente de la reseña 
  • Publicado el 9/10/2019
Jose r. L.
Web Developer
Redes informáticas, 2-10 empleados
Ha utilizado el software durante: Más de dos años
  • Valoración global
    5 /5
  • Facilidad de uso
    5 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 23/9/2020

"The best invoicing / accounting tool for freelancers, period."

Comentarios: Zoho Books is just a fantastic tool. Coming from Freshbooks and paying a hefty fee for it I was not only limited in terms of features (and paypal support) but also somewhat bored with their lackluster interface. Zoho was great and hit all the marks for me, the interface is simple and intuitive and the price point at my scale is just unbeatable. I can't see any other accounting system after using Zoho Books.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 23/9/2020
Cassi H.
Operations & Finance Director
Salud, bienestar y deporte, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    2 /5
  • Facilidad de uso
    3 /5
  • Funcionalidades
    2 /5
  • Asistencia técnica
    2 /5
  • Relación calidad-precio
    4 /5
  • Probabilidad de recomendación
    2/10
  • Fuente de la reseña 
  • Publicado el 18/12/2018

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

Comentarios: 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.

Puntos a favor: It's easy to use if you're doing simple bookkeeping

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 18/12/2018
Eric Y.
Attorney
Práctica de la abogacía, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    5 /5
  • Facilidad de uso
    3 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    4 /5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 19/10/2020

"Great Product For Those Who Know Accounting"

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.

  • Fuente de la reseña 
  • Publicado el 19/10/2020
Nikki B.
Owner, Editor, and Writer
Edición, Trabajador autónomo
Ha utilizado el software durante: Más de un año
  • Valoración global
    5 /5
  • Facilidad de uso
    5 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 17/9/2020

"Efficient, affordable took that's essential for my business"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 17/9/2020