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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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361 results found

  1. Unreconciled items filter

    In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...

    22 votes
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    1 comment  ·  Banking  ·  Admin →
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  2. Bank Statement Field Mapping

    When creating rules for transaction matching the reference number did not pull through when selecting "Use Value from Bank Statement".

    Thus the option to MAP the fileds of the statement as in ZOHO would be awesome.

    and/or (this was my case)

    instead of ONLY use value from bank statement reference and enter manually. Give the option to choose the value.

    3 votes
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  3. Karnataka Bank corporate account reconciliation

    Request to enable Karnataka Bank corporate account reconciliation option.

    2 votes
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  4. 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.

    25 votes
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  5. 9 votes
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  6. Overwrite 1 penny and up to a 1$

    Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.

    0 votes
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  7. Work better with Yodlee for image security layer

    I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."

    3 votes
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  8. Recurring Payments which are not expenses such loan principal repayments.

    I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility

    6 votes
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  9. scrap this product. WAY too much manual work. Utter waste of my time.

    You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product

    1 vote
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  10. Like to export journal of banking with client account number so we can import into into SAGE

    Like to export journal of banking with client account number so we can import into into SAGE

    3 votes
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  11. Open Links in Tabs

    Right now, it is very cumbersome and difficult to use Zoho Books in any in-depth manner.

    For example, I need to do lots of inspections of items in the general ledger. Once I get to the ledger, I have to click an account. Then, to see the items in that account, I click them. After examining one item, I have to click the back button to go back to the ledger entries for an account. Each time I do this, I lose the scroll position I was previously at. So, I have to scroll down again, hope I find where…

    6 votes
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  12. Please make allowance for posting personal use of company credit cards

    When a business owner uses a company credit card for a purchase that is for personal use, there is currently no way to post the transaction to an owner's draw account (or any equity account).

    For example, if a business owner is claiming the standard mileage deduction for business use of their personal vehicle, but then uses the company credit card to purchase gas for the vehicle, the transaction needs to be classified as an owner's draw rather than an expense.

    If instead the business owner was accruing actual expenses for the use of their personal vehicle, and not claiming…

    3 votes
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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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  14. Refund multiple transactions in one payment

    This feature would let a user refund multiple transactions in one payment. The same would be reflected in the bank statement as one payment.

    3 votes
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  15. Allow the ability to link specific payments to default for accounts

    When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.

    10 votes
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  16. When matching uncategorized deposits from bank, ability to match remainder to account

    Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period.  Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking).  Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for.

    It would be nice to be able to take any remainder from the match process, and apply it to a new transaction,…

    3 votes
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  17. 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…

    77 votes
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    17 comments  ·  Banking  ·  Admin →
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  18. Card Number on the Account

    I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.

    0 votes
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  19. 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.

    20 votes
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  20. Add PayPoint to Banking feeds

    PayPal is good however there are other methods payment has been taken so PayPoint will be very useful

    Thank you
    Asya

    1 vote
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