Accounting App - Zoho Books 4+

Best business app ever tried.

We started with Zoho invoice and as the business grew we moved to Zoho Books. We use this to run our entire business. The projects section is an enormous help to our daily routine. We then signed up to Zoho sites and have two websites through them. The entire Zoho team needs a big pat on the back for developing great apps to help businesses.

Great app, some minor improvements needed to make it perfect

First of all, I absolutely love Zoho. It is by far the easiest, smartest and enjoyable way to manage my business accounts with. The app is NEARLY as good as the main website although I feel it needs 2 additional changes.

Firstly, Touch ID. Most apps that hold personal information ask for a login on opening or Touch ID. If someone was to get hold of my phone, they could open up the app currently, send random invoices, emails or simply mess up years of accounts. Please implement this guys!

Secondly, I use various invoice templates for different clients, however when on the move I can’t make and invoice under a certain template within the app.... I have to wait until I’m on my laptop/computer to do so which wastes time I could have spent elsewhere if I was able to do from my phone. This would be extremely beneficial.

Other than that, keep up the fantastic work guys!

EDIT: thanks to the developers who came back to me about the touch ID feature... this is entirely possible to do. They also explained how to assign invoice templates to individual customers via the website. Not a complete fix but helpful nonetheless.

I have encountered another problem - Sending emails at a later date via the app seems to not be possible. If this is hidden somewhere within the app, please do let me know. I feel this feature would benefit so much as I use all the time on the website version.

Waiting to unleash the full 5 star review!

Developer Response ,

Glad to hear you love our app. Here are the answers for your concerns.

1. TOUCH ID
This is already available in Zoho Books. You can enable it by going to Settings > App Preferences and tap on Turn Passcode On. You need to configure a backup passcode to use it in case of Touch ID failures.

2. CHANGE INVOICE TEMPLATE
We agree that having this feature is beneficial. We'll add it to the iOS app soon.
But if you need a different template for specific clients, you can associate it to them. Zoho Books automatically create invoices in that specific template for those clients (works in both web & iOS apps), so you don’t have to change it every time. To do that please follow these steps.

• Login to the web app.
• Select a customer to view the details. Click on More > Associate Templates.
• Choose a desired template.
• Click on Save.

EDIT:
Glad our response helped you. Regarding the "Schedule Email" feature, it's not available in the iOS app yet. It'll be implemented in the near future. We request your patience until then.

Has really helped me as a self employed heating engineer!

Since using Zoho Books my cash flow has improved, my correspondence appears more professional, my clients respond and pay quicker, my emails no longer find their way into my clients junk mail, I have become more organised in relation to getting invoices out, and the process of writing up a quote for a client has become quicker and easier… overall I’m very impressed with this platform and feel it’s well worth the cost (I currently use the basic subscription). It’s sounds dramatic but my stress levels have gone down big time since using this programme as my “office time” is time I don’t actually have… early mornings, evenings etc, times that don’t interfere with family life and therefore critical for me to maximise my output during these periods and ZB has made my work quicker and slicker during these times 🙏🏼

Things I would like to see:
Integrated calendar for managing bookings and tracking back through the diary.
Ability to book appointments with clientele.
Auto-save to draft for new invoices/estimates - when working on a mobile device the document is lost if I exit to obtain information from a different application and then return to ZB meaning I have to start over! 😡

Developer Response ,

Hi,

Thank you so much for taking the time to write the review. We are delighted to know Zoho Books is helping you in your professional as well as personal life! Our team always tries to bring in features that eliminate the manual tasks in accounting, and we are glad to know that it's helping professionals like you out there! Regarding your feature requests, we would like to know more about your requirements. Can you please drop an email at "support+mobile@zohobooks.com"?

Thank you for being our valued customer.

Regards,
The Zoho Books Team.