What people complain about in Zoho Books

13 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: 13
Avg severity: 3.1/5
Would pay to fix: 1
Industries: 3

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 bulk write-off with audit trail
Current-period adjustment allocation without reopening closed periods
Software that automates inventory cost allocation and COGS tracking for bulk purchases
Guidance on selecting appropriate accounting method for mixed-cost inventory
Automated reconciliation tool that provides clear, step-by-step guidance and integrates with Zoho Books and Google Sheets
Automated receipt capture and categorization directly into accounting software
Mobile accounting app that works onsite to reduce evening data entry
Automated journal entries based on receipt photos using AI
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
Adding outstanding balance as a line item on a later invoice
Considering writing off small balances manually
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
Uses Google Sheets to manually filter and track debit/credit balances
Relies on unclear verbal instructions from senior
Manual entries in Zoho Books from home every evening
Uploading receipts and attachments manually to Zoho Books
Manually reviewing and categorizing building material and fuel expenses
posts a manual adjustment to bring accounting records in line

Industries

Problem types

The problems themselves

Highest opportunity score first.

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