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

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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.

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366 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. allow me when reconciling a payment to a customer to fill out the invoice number rather than the customer name as an option.

    We receive many payments from customers into our bank account who use the invoice number as the reference. Currently I have to keep a window open separately to check invoice numbers to obtain a name. An extra field in the customer payment option to categorize will save hours.

    2 votes
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  7. Extend the amount of characters displayed in the "Details" section when importing a bank statement

    Whenever importing a statement in .qif Format, the "Details" section will be cut off if it exceeds a certain amount of characters (I believe it is 100 characters). As most of the transactions have a very long "Details" section, this is quite unfortunate as the payment reference is usually at the end and very often cut off therefore which makes it difficult to match it with the relevant invoice. An extension to 200 characters would prevent this from happening.

    4 votes
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  8. Detect and import more layouts for .cvs format bank statements

    When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
    This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.

    11 votes
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  9. University Federal Credit Union - Add Bank to Integrations

    A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!

    7 votes
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  10. Provide a way to sort the banking transactions by date and month, print them and check balances

    10 votes
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  11. 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…

    166 votes
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    11 comments  ·  Banking  ·  Admin →
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  12. Custom Income Categories

    Our company has 2 revenue streams:

    1. Website Design
    2. Website Management

    When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.

    5 votes
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    2 comments  ·  Banking  ·  Admin →
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  13. Grouping of transactions for matching

    The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.

    5 votes
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  14. 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  ·  Admin →
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  15. Reconciliation Filter

    Filter transactions by In-Progress Reconciliation - unchecked/checked items.

    To find transactions easier that you are working on, rather than 'searching' for individual items or long scrolling of all transactions.

    2 votes
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  16. Allow sorting by amount or date or reference in reconciliation

    12 votes
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  17. Add new URL to the online banking System

    There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.

    It has however a different portal adress :

    https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme

    Please add this url to your system in order to use it.

    1 vote
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  18. Print deposit slips

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

    64 votes
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    11 comments  ·  Banking  ·  Admin →
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  19. Toggle imported Transactions

    In quickbooks online edition, when you download transactions from your bank, it gives you option to toggle mulitple transactions if are putting in same category. be nice if this feature is available

    3 votes
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  20. 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.

    7 votes
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