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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  1. Allow child/parent contacts

    Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Quickbooks does this.

    243 votes
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    23 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Salespeople assigned to customers

    Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.

    87 votes
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    6 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Portal access to more than one account

    We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.

    63 votes
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    11 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Allow us to address a different company name within the customers shipping address.

    We often have customers who are re-sellers or a systems integrator. In these orders, the items are not shipped to the paying client, they are shipped to their end user at a different location. Many of which have different company names.

    Please add an additional field when creating shipping addresses that allow us to have a separate company name for shipping address and one for billing address.

    61 votes
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    4 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Customer Parent Account or Sub-Customer Account

    Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they make it from the HQ and its including more than one branch overdue invoices. On top of that, in order for them to clear the outstanding of some branches balances, they use many Credit Notes was issued for different branches to deduct from the total outstanding balance to issue the final payment.

    SO, is it possible…

    60 votes
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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Sub "accounts payable", "accounts receivable"

    My idea is that the system should allow you to create sub-accounts "accounts payable" and "accounts receivable".
    It will be very simple I noticed that the chart of accounts has some accounts as the default one system are "accounts receivable" and "accounts payable" I noticed that these accounts receive values ​​if I the customer to make a sale immediately credit the value credits accounts payable and debits the sale or merchandise.

    if I have several sales to different customers still accumulates every value in accounts receivable, the more certain on the balance sheet have to show the customer's account that…

    44 votes
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    12 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Send customers Sales Orders via the client portal

    Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?

    Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.

    Thank you

    43 votes
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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Customer Statements

    Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.

    Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.

    Thanks

    Jason

    38 votes
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    9 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 31 votes
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    2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Default discount for customer

    A customer has a default discount% that is filled in when an invoice is created

    26 votes
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    3 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Reporting Tags in More Reports

    Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.

    26 votes
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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Statement of Account

    The current statement of account does not show only unpaid invoices rather it shows all invoices including the paid and unpaid along with payment details. This makes the customer who are having many invoices difficult to identify the unpaid invoices and complaints. Even to get this list from the reports it is not possible as none of the reports allow to check customer wise details rather it shows all customers and the total. Please consider this feature as the statement of account should remove the invoices which are fully offset and this feature is very common when any statement of…

    25 votes
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    6 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Include additional fields especially the custom created fields to Zoho Books Views

    We would like to customize the default views for Zoho Books by including additional fields especially the custom created fields, which would help us to view all useful information in one singe view.

    This feature is available in CRM but not available in Books. Could you please provide create/edit view options in Books?

    22 votes
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    2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Bulk email monthly statements to our customers.

    Able to send monthly statement to customers.

    22 votes
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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  15. sub contact

    I'm switching to Books from Quickbooks. One of the great features in QB for my business was sub-contacts. This was used for instance to place children "under" their parents as client accounts for a music school. Transactions would be made in the child's account and would be linked to the parent to provide a view of ALL invoices and payments for parents who had more than one child. I'm sure this feature would be useful in other situations which require a sub-client.

    22 votes
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    3 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Add a calendar and tasks

    It will be amazing if there were a calendar built into books so that tasks can be assigned and and events can be scheduled for contacts. I realize that this is a functionality of your CRM but if this is added, I would no longer need the CRM and can run my entire business from here.

    21 votes
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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 21 votes
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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Item History for Customer - Prices for Items Invoiced and Estimated

    Zoho Books - Customer - Transaction gives an overview for a customer as per Invoice.

    I suggest to have an Item History for each customer which will allow us to see existing prices quoted or invoiced to individual customer in the past

    17 votes
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    2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Need to have Negative values to enter into the Accounts Receivable and Accounts Payable Balances

    This issue occurs when doing the opening values due into the Accounts Receivable. The entering of the Outstanding Opening Balance for the Accounts Receivable does not allow a negative amount to be entered. This can happen when a client pays us up front for his monthly services or even just over pays for a invoice. Please allow negative values ie. the Account Receivable clients has a credit amount - we own the client not what is due to us by the client to us.

    16 votes
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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  20. invoice subject on statment of accounts

    Invoice subject to be mentioned in Customer Statement.

    16 votes
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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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