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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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360 results found

  1. Please set up sync with the Paypal Mastercard

    I have a Paypal Mastercard (by Synchrony) and I would like to sync it. Though I can sync my paypal account, this card does not appear. Other Synchrony cards seem to work. This card uses the same logon credentials as the paypal account itself.

    1 vote
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  2. Allow deduction in split transactions in banking

    Example:
    Gross Wages $1000
    Social Security - 62.00 (negative transaction, deducts from above total)
    Medicare -14.50
    Adjusted transaction amount $923.50

    We have a lot of transactions that require deduction splits (bank fees, etc), this would be a very helpful feature! Zoho Books does allow you to enter the negative transactions and total adjusts, will not allow you to save though. We only use Zoho Books for our invoicing currently, this feature is a must for payroll and other transactions, currently using Quickbooks for accounting and would love to only have one accounting application

    1 vote
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  3. Please add a option for entering the cheque return transaction in the banking section

    Please add a option for entering the cheque return transaction in the banking section

    1 vote
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  4. automate syncs with gocardless

    Sync gocardless automatically currently you have to select sync eveytime like banking fees would ideally be automatic update

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  5. memorized transactions

    The memorized transaction feature is handy when the item has a single expense account. It is less so in cases where transactions are split among several categories, such as payroll tax withdrawals. Currently the form only allows a single expense category. It would be great if the memorized transaction allowed the splits to be memorized as well.

    1 vote
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  6. 1 vote
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  7. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

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  8. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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  9. hi!i am new member.

    Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...

    1 vote
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  10. show all access and transaction before and after to diana raymundo account and recent payment deposit

    in my account do the transaction payment and deposit
    payment unto my recent
    account show all transaction payment deposit.before and after and recently

    1 vote
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  11. 1 vote
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  12. American Express Middle East

    Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed

    1 vote
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  13. CUTOMIZED REFUND OTIONS

    I had faced this problem in my transaction. unknowingly i have sent money to vendor for three times intead of one time. the vendor also credited the excess payment in a single transaction. but the problem arise when i tried to categorize the same. it was not allowing me to split the refunded amount to categorize and we forced to do some manual entries.

    1 vote
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  14. 1 vote
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  15. fund transfer

    I need to make a Fund transfer from icici bank to the vendor before raising the bill.

    In my case I have to make an advance payment to the vendor then only Material is released and invoice is generated after the delivery.

    So I need to make an advance payment directly from zoho books.

    I can do the same from bankopen.co

    1 vote
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  16. Add RBL Bank Corporate banking, Currently you have added RBL Consumer

    Add RBL Bank Corporate banking, Currently you have added RBL Consumer

    1 vote
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  17. it would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance

    It would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance

    1 vote
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  18. 1 vote
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  19. Add allahabad bank current ac url to direct import statement

    Add allahabad bank current ac url to direct import statement
    Most business run with an current account, so please add url to import statement of popular banks. For example Allahabad bank saving ac can be imported but current account adding facility is not there.

    1 vote
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  20. Legend on Banking page

    It would be really nice to have a legend that quickly shows what each series in the graph on the Banking tabs...

    https://www.screencast.com/t/eL7i18qvD

    1 vote
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