Zoho Books Reviews

Joinsecret Credit + Automation Workflows & Custom Fields

Grabbed the $100 in credits on Zoho Books via Joinsecret, and it basically covered our first month while we tested automations like workflows for invoice approvals and custom fields for tracking sales channels

June 9, 2026

Surprisingly Useful Mobile Receipts Workflow

Mobile app is better than I expected: snapping receipt photos, attaching them to expenses, and matching them later during reconciliation is a workflow we actually stick to

May 30, 2026

Practical GST/VAT Tools & Audit Trail

The GST/VAT pieces are surprisingly practical, especially the tax rates per item and the reports that match what our accountant asks for, plus the audit trail is handy when something gets edited

May 25, 2026

Joinsecret $100 Credit for Easy Migration

We got a $100 in credits on Zoho Books through Joinsecret when we set it up, which made it easier to justify paying for a couple extra users while we migrated everything

May 18, 2026

Solid All-in-One Accounting Basics

I appreciate that Zoho Books covers the basics really well without feeling stripped down. Quotes, invoices, vendor bills, purchase orders, and bank matching are all in one place and work as expected. Stripe integration was simple, and online payments started coming in faster after we switched. The only thing I’d improve is the learning curve around taxes for first-time users

May 11, 2026

Dependable for Small Ecommerce Bookkeeping

I run a small ecommerce side business, and Zoho Books has been good for expense tracking and keeping business and personal spending separate. Receipt capture works well enough, and categorizing transactions gets quicker once rules are in place. I would like slightly better native inventory depth, but for bookkeeping and invoicing it has been steady and easy to trust

May 2, 2026

Time Tracking to Invoice Made Easy

I’ve used Zoho Books for a consulting business and the time tracking to invoice flow is probably my favorite feature. Logging hours, adding them to a project, and converting them into an invoice is straightforward. The interface is mostly clean, although a couple of settings are buried deeper than I’d like. I also came in via Joinsecret, and the $100 credit in the Zoho Wallet offset some setup costs early on

April 26, 2026

Smooth Multi-Currency & Exchange Gain/Loss Reports

Multi-currency invoicing has been smooth for our EU clients, and the exchange-rate gains/losses reporting saved my accountant a lot of cleanup at month-end

April 21, 2026

"Complete accounting, requires a bit of investment"

"I started using Zoho Books to manage the accounting for my business and overall it's a really complete tool. Invoice creation is fast, expense tracking is well thought out, and the dashboards give a clear view of financial health. What also convinced me is its native integration with the rest of the Zoho ecosystem, handy if you already use their other tools. Where I struggled more was the learning curve: the interface is dense and it takes some time to get your bearings, especially if you don't have accounting training, although I feel this issue appears in almost all other software of this type ;) I had a few exchanges with support who were responsive, but the answers sometimes remained a bit too generic for my specific situation. For the price, especially compared to solutions like Quickbooks, it's still an excellent deal for freelancers and small businesses that want real accounting management without breaking the bank!"

April 19, 2026

Lightweight Inventory With Reorder Alerts

Inventory tracking is basic but works for a light product catalog, and the reorder alerts plus purchase orders cover what we need without buying a separate inventory app

April 13, 2026