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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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361 results found

  1. Sync transactions between multiple Zoho Book Banking accounts (Independent organisations) - this would very useful to consolidate payments

    Sync transactions between multiple Zoho Book Banking accounts (Independent organizations) - this would very useful to consolidate payments, especially for holding companies with multiple divisions under one group.

    3 votes
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  2. auto sync bank feeds

    Bank feeds should not need to be manually initiated or varified. The bank transactions should automatically sync/pull from the bank based on a schedule.

    For example, I am a long time Quickbooks user and the bank feeds are pulled/updated automatically daily. The trigger is the first login of the day.

    I am strongly considering leaving Zoho because of this missing feature.

    3 votes
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  3. Finnish bank integrations

    It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!

    4 votes
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  4. add LCL Crédit lyonnais Bank

    is not available in ZOHO bank integration,... As CIC, Crédit mutuel bank do ! Why ????
    I suggest to add LCL Bank with EBIC format French Bank
    Many thanks

    3 votes
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  5. Document the password restrictions for the Zoho/Yodlee integration

    When adding a new bank, I received the error below. This is because the Zoho/Yodlee integration is truncating passwords at 40 characters. If I change my bank's password to 41 characters, I get that error. If I change my bank's password to 40 characters, it's accepted and I can add the bank to Zoho. This is not specified in the docs or help articles. The message is so generic that it doesn't explain what the problem is. Please document this. It's not that hard. Changing the message to indicate "passwords more than 40 characters will cause problems" is simple enough.

    …

    1 vote
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  6. Be able to transfer money between banks with different currencies

    If you have multiple bank accounts and need to transfer money between them how do you deal with this?

    1 vote
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  7. search for a transaction amount

    The ability to search for a transaction amount within the banking area

    1 vote
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  8. Bank account QR code

    Hi, Bank Account details can be converted into QR code.

    1 vote
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  9. Bank feed update notification

    Option to enable push notification on Books app when a bank feed is updated and new, uncategorized transactions are added.

    3 votes
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  10. Match transaction by searching invoice number

    When a bank statement is uploaded, there is option to match invoices. The "Best Matches" only able to find invoices that have same amount. In my case, most of the transactions are pretty much have a same amount. Also the description of my bank statment included the invoice number. However, there are no option to find match invoice by searching invoice number.

    3 votes
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  11. It would be very helpful if there was a way to move different parts of the check printout

    It would be very helpful if there was a way to move different parts of the check printout around so that proper alignment of checks can be achieved. In addition, it's essential that the system allow multiple check printouts to be edited and stored so that users with different printers/printer drivers can print checks without having to buy a bunch of new hardware.

    1 vote
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  12. Increase the page border padding code for the bottom of the bank accounts register.

    The page margin padding code at the bottom of each page's transaction register should be readjusted to allow the last transaction on the register to be fully visible above the (Total Count) transactions control bar at the bottom of the register. It would also be helpful to have the (Total Count) transactions control bar at the top of the register, preferably just above the "Date, Statement Details, Deposits and Withdrawal" section.

    1 vote
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  13. merging 2 bank account into one

    2 separate bank account were generated for the same bank on zoho books. now need to merge it into one (similar option is available on quik book app)

    1 vote
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  14. Crypto currencies support

    Hi, Currently you support traditional currencies, but I have clients who use crypto and furthermore, these use up to 6-8 decimal places wheres you system can only support up to 2 decimal places.

    4 votes
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  15. Choose bank account in Invoice

    I have 2 bank accounts and needs to select the bank details according to the clients. can i do that?

    1 vote
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  16. We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous rec

    We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous reconciled accounts and do the reconciliation again
    Please look into the matter at the earliest

    3 votes
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  17. Paypal balances should be in Paypal account currency, not base currency!

    Please can Paypal account balances be accounted for using the currency of the Paypal account, not being converted to base currency as highlighted here: https://www.zoho.com/books/kb/banking/paypal-multi-currency.html

    I cannot understand the rationale behind doing things that way, as Zoho is a multi-currency system and other bank accounts are maintained in different currencies, why not Paypal? Alternatively, put an option to deactivate the currency feed conversion, so that it becomes optional.

    1 vote
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  18. Update Lakeland Bank to their new eTreasury platform login

    The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.

    1 vote
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  19. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

    1 vote
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  20. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

    0 votes
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