Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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  1. Split Transactions for Check payments and Credit card feed

    We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).

    Our example1: (Non-bill) Vendor Payment Check

    10% portion to XYZ expense account
    10% portion to YZX expense account
    80% portion to ZXY expense account

    Our example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)

    This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…

    154 votes
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    10 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Cheque printing & PDC Management module

    Every business is issuing cheques to vendors, employees and towards other expenses other than bank transfer and credit card / debit card payments.

    So its quite very urgent to add a cheque printing feature in zoho books.

    ALSO, In addition to the cheque printing feature, I would like to suggest to your team to look in to add a feature to manage PDC/CDC received from customers and other parties and also PDC/CDC given to vendors and others parties.

    Because its directly connected to the cash flow management report. Cash flow management report should be based on the received CDC/PDC &…

    96 votes
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    5 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Add Starling busniess bank UK

    Can you add integration with Starling

    76 votes
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    9 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Bank Deposits

    You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.

    73 votes
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    6 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Transaction Description Search

    When trying to reconcile many transactions (such as when you have imported a bank statement) you may have many transactions from or to the same place i.e. suppliers or customers.

    A very simple, but vital requirement would be to just be able to search the transaction 'Description'. Currently, (using the advanced search) you can only search the 'Reference', but in the UK (for example) they do not provide a reference, only a description, therefore you have to manual go through each of the entries and locate the same ones which takes forever.

    Strangely, using the search option at the top…

    73 votes
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    15 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Print deposit slips

    Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.

    54 votes
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    7 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Revolut

    Support revolut as a bank and as a payment gateway

    51 votes
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    5 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Please allow check printing for employee reimbursements submitted through Zoho Expense

    I want to be able to record a payment and write a check for an employee expense which was submitted through Zoho Expense. Currently, you can only record that you did pay the expense, but you have to hand-write the check. There is no option to write a check for the expense.

    46 votes
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    8 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Automatically import Paypal fees

    This is MUCH needed for those of us that use Paypal with shopping carts (non-invoice transactions).

    The current Paypal integration only imports the net amount of sales (total amount minus Paypal fees). While there is a field to manually add the fee to the transaction, this is incredibly laborious when you have hundreds of these (not to mention looking up the individual Paypal fee for each transaction).

    There has to be a way to automatically import the Paypal fee separately like you do with the Stripe integration. I understand that Zero does this.

    PLEASE add this and save us untold…

    42 votes
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    2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Add UK credit card bank feed

    Since the introduction of the PSD2 directive, we have lost all bank feeds for UK credit cards.

    These were previously available via Yodlee but Zoho have now moved to Token for PSD2 compliant feeds.

    We are currently using Marks & Spencer (M&S Bank) due to their points incentive but we would be happy to move to any supported credit card in the UK.

    41 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  11. allow sub-accounts to be created for credit cards

    We have 4 employee credit cards that are all part of one corporate credit card account. We would like to have them listed as sub-accounts of the corporate account so we can simply reconcile the corporate account. When we click on the accounts they don't have that option. All 4 employee cards pull bank feeds automatically. Reconciliation is a nightmare at the end of the month.

    37 votes
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    2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Please integrate Virtual Card Services

    Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.

    36 votes
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    Not For Now  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  13. ideal

    Please add IDEAL to The payment gateways available for all Dutch cliënte.
    https://www.ideal.nl/en/

    Tis is The most used payment methode in Holland.
    Every Dutch cliënt Will accept It For payment.

    Regards

    Robert

    35 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Could you please add "Rabobank Netherlands" to the list? Thanks!

    I know our bank can connect to a long list of programmes, including e.g. Eksakt, but I use Zoho. Could you add Rabobank Netherlands to Zoho as well?

    32 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Write Checks Feature

    There needs to be an option to write and print checks without a bill or invoice. I need to write checks from my checking account frequently that don't have bills associated with them.

    30 votes
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    3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  16. DBS Ideal Banking should be enabled for Singapore Customers

    Business banking with DBS Bank in Singapore uses the site ideal.dbs.com for internet banking. ZOHO only integrates with PERSONAL banking for DBS Bank (internet-banking.dbs.com.sg). Please create a connection for ideal.dbs.com

    28 votes
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  17. HBCI Support!

    With HBCI implementation you could support the most German Bankaccounts.

    https://de.wikipedia.org/wiki/Homebanking_Computer_Interface

    25 votes
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  18. make reconciling easier!

    I would love it if the Save and Reconcile Later button and Cleared Amount were in a fixed position on the reconcile page.

    This way, as we're scrolling through the long list of transactions to reconcile, we can always quickly and easily see the Cleared Amount and save the reconcile!

    Vote it up if you're sick of scrolling to the bottom of the page to save :)

    24 votes
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    3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Integrate with PostFinance in Swizterland

    It's the biggest bank for small and medium sized businesses in Switzerland. The fact I can't get my bank statements from it is a PAIN :) Please have a think about it (or at least, ask your 3rd party to think about it)

    23 votes
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    4 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Issue and Print Checks from Client Credit Notes

    You need to be able to issue and print checks for credit notes. Similar to how you can issue checks for Vendors.

    22 votes
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