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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.

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  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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372 results found

  1. 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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    0 comments  ·  Banking  ·  Admin →
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  2. Allow sorting by amount or date or reference in reconciliation

    12 votes
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  3. 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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  4. 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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  5. 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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  6. 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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  7. Banking - User Roles - 1 User To Have Access To Single Bank Account.

    We have various locations and each location has to manage it's own expenses and is allocated/manages one bank account (sometimes in different currencies) - we need to be able to have one User/Accountant/Manager to have access to only a single bank account. By default the company Accountant can access all accounts.

    15 votes
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  8. 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.

    80 votes
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    7 comments  ·  Banking  ·  Admin →
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  9. 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.

    16 votes
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    3 comments  ·  Banking  ·  Admin →
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  10. allow for multiple codes per one expense

    I would like to be able to break down one expense into multiple codes. This way when I have one receipt I can code it to several expense accounts. I am currently using another program to control my expenses and I would like to be able to have everything combined.

    1 vote
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  11. Add the ability to pay Resources via Books via Wire, ACH, etc

    4 votes
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  12. Easily allow mechanism to offset withholding tax from tax payable.

    I can see how much tax I have to pay based on income and deductions however I cannot offset my withholding tax from this so I do not know how much I should keep for tax.

    1 vote
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