What people complain about in Zoho Books
11 reported problems name Zoho Books as what the person is currently using. Below is what they said was missing, and what they resorted to instead.
- Complaints
- 11
- Avg severity
- 3.1/5
- Would pay to fix
- 1
- Industries
- 2
What they wish it did
Capabilities people described needing that Zoho Books does not give them, taken from the highest-scoring problems first. These are individual accounts written in each person’s own terms, so two entries may describe the same underlying gap in different words.
- Automated workflow that generates personalized letters and mails them
- Single platform that integrates CRM with accounting for auto-creation of orders and invoices
- Automatic parsing of supplier invoices to generate purchase orders and send tracking
- PDF bank statement import functionality for accounting software
- Accounting software that can automatically match bank feeds with manually entered project transactions and prevent duplicates
- A reconciliation tool that prevents blocking uncategorization of matched transactions
- A duplicate cleanup feature with reliable undo and exclusion workflow without errors
- Automated reconciliation tool that provides clear, step-by-step guidance and integrates with Zoho Books and Google Sheets
- Software that automates inventory cost allocation and COGS tracking for bulk purchases
- Guidance on selecting appropriate accounting method for mixed-cost inventory
- Automatic adjustment posting for VAT discrepancies
- Bank feed enrichment to capture missing fees and VAT
What they do instead
The manual processes people built around the gap. A long workaround list is the strongest evidence a problem is real: someone is already paying for it in time. Where several people described the same workaround, it is marked.
- manually prints and posts generic letters after end-of-day mail merge
- manually creates customer, purchase order, and invoice in separate accounting system after each sale
- manually checks supplier price sheets and invoices to create purchase orders
- manually sends tracking information to customers
- manually adding each transaction
- Manually adding refunds in project separately from bank feed categorization
- Manually identifying and deleting duplicate transactions in reconciliation
- uncategorize then exclude as duplicates via bank feeds
- repeatedly refresh page and Zoho Books to clear error
- Uses Google Sheets to manually filter and track debit/credit balances
- Relies on unclear verbal instructions from senior
- tracks inventory and sales in a spreadsheet
- manually debits inventory and credits cash for purchase in Zoho Books
- unsure how to handle COGS and inventory reduction manually
- posts a manual adjustment to bring accounting records in line
- leaves the small difference and waits for the underlying transaction to appear
The problems themselves
Highest opportunity score first.
B2B sales owner-operator spends excessive time on admin tasks (mail merge, data entry, invoicing) instead of selling, and lacks a CRM that automates the full workflow from cold calling through fulfillment.
4HighGeneral Business ServicesSales and Client AcquisitionSalesFlow AutomatorUnable to import hundreds of bank transactions from PDF statements into Zoho Books after bank account closure, forcing manual data entry.
4HighAccounting & BookkeepingAccounting & Financial ManagementPDF2LedgerCannot edit a transaction amount in Zoho Books to correct a one-cent discrepancy between the transaction and bank statement.
3MediumAccounting & BookkeepingAccounting & Financial ManagementPennyPerfect BooksZoho Books creates duplicate transactions when bank feeds cannot match manually added project refunds, forcing manual cleanup and preventing proper reconciliation.
3MediumAccounting & BookkeepingFinancial ManagementFeedMatch ProBookkeeper cannot uncategorize and exclude duplicate transactions due to a recurring error in Zoho Books, with unhelpful customer support.
3MediumAccounting & BookkeepingReconciliation & Cleanup WorkflowReconcilerProCannot pause asset depreciation in Zoho Books without it recalculating the pause period upon resumption.
3MediumAccounting & BookkeepingAccounting & Financial ManagementDepreciationPause ProUnable to reconcile vendor advance payments between Zoho Books and client-provided Google Sheets due to unclear instructions and lack of a structured reconciliation process.
3MediumAccounting & BookkeepingReconciliation & Cleanup WorkflowReconcileFlowWave accounting app has most features locked behind a paywall, including viewing previously entered transactions.
3MediumAccounting & BookkeepingInvoicing & BillingInvoiceLiteUnsure how to properly record COGS and inventory profit for storage auction flips using Zoho Books.
3MediumGeneral Business ServicesAccounting & Financial ManagementFlipCost ProVAT payable in accounting system doesn't match submitted return due to missing bank transaction, causing a small reconciliation discrepancy.
2MildAccounting & BookkeepingReconciliation & Cleanup WorkflowVATRecon AutoFixBusiness owners with multiple businesses struggle to maintain proper double-entry bookkeeping and clean intercompany financial tracking for year-end CPA handoff.
3MediumGeneral Business ServicesAccounting & Financial ManagementMultiEntity Ledger Pro
Read this fairly
These are complaints, and only complaints — nobody posts to say their software worked. A high count mostly reflects how many people use Zoho Books at all, so this page is not a quality judgement and should not be read as one. What it is good for is the shape of the gaps: the specific jobs people could not get done, which are the same whether the tool is popular or not.
Folded from: Zoho Books, Zoho books