Zoho Books

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  1. Sub-Accounts in Chart of Accounts

    This feature would allow users to classify accounts in the Chart of Accounts as "Parent" and "Child". The Parent account is the sum of all the Child, or sub-accounts, under it. This structure would be applied for every type of account (COGS, Expense, Income, etc). The feature would also allow users to re-classify existing accounts as "sub-accounts" or Child accounts of existing Parent accounts.

    This feature is the basic structure which can be used to create more powerful reporting. For example in the Profit & Loss a user could see the detail and summary views of the P&L. The detail…

    594 votes
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      38 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
    • Add a column for "balance" in bank accounts

      Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.

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

        61 votes
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          1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
        • 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.

          35 votes
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            Not For Now  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
          • Ability to hide inactive bank/credit cards accounts.

            Overtime account may change, be cancelled or need to be closed. Need the ability to hide these inactive accounts so overtime I don't have a massive list of inactive accounts I have to sort through to find my active accounts. Thanks!

            20 votes
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              1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
            • 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.

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

                17 votes
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                  2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                • Print deposit slips

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

                  15 votes
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                    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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 :)

                    14 votes
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                      0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                    • Sync Data with Shopify Store/Bank Account

                      QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.

                      Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.

                      12 votes
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                        0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                      • bulk transfer banking transactions

                        It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.

                        10 votes
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                          1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                        • integrate with Citibank in Romania

                          integrate with Citibank in Romania

                          10 votes
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                            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow bank charges to be specified on all PayPal banking transactions

                            For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.

                            Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.

                            9 votes
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                              1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                            • 7 votes
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                                0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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.

                                7 votes
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                                  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                • 7 votes
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                                    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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)

                                    6 votes
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                                      0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Multi Currency Bank Accounts

                                      Well exactly as it says in the header, desperately need to be able to showing FCY amounts in the bank accounts, this is the one thing stopping us moving our entire accounts away from QuickBooks.

                                      6 votes
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                                        1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                      • CIC (France) - Credit Card

                                        hi,
                                        I am an happy user of Zoho Invoice. I would like to migrate to Zoho Books for the Banking support.

                                        This is a really good feature. I have my bank: "CIC (France) - Bank" but i cannot configure automatically my credit card (master card with the same bank).

                                        Thank you for your support and your help.

                                        Best regards,

                                        Stéphane

                                        6 votes
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                                          0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Transaction Rules

                                          It would be nice to have the Transaction Rules apply even to the transactions that are there in the system, before the date of creation of the rule !

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