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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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257 results found

  1. Consolidated statement for merged accounts (contacts)

    Statement for merged contacts can only be run as customer and vendor separately at the moment. However it is confusing and manual calculation is needed. Would be very nice to have a consolidated statement indicating the balance of total transactions.

    7 votes
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    0 comments  ·  Customers  ·  Admin →
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  2. Customer Portal and control the amount of viewable invoices

    Customer Portal is great. I am hoping for a way to control the amount of viewable invoices to the customer. Either my month, quarter, year or even a valued amount.

    7 votes
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  3. 7 votes
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    0 comments  ·  Customers  ·  Admin →
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  4. Could create a company in both Customer and vendor type

    if you working with a company as both vendor and customers type , it very useful when you create a contact and there is an option to choose both vendor and customer

    7 votes
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    4 comments  ·  Customers  ·  Admin →
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  5. A customer called Marketplace

    We sells our products through multiple online Marketplaces like Amazon, Flipkart etc. These market places send us Orders from individual customers. We INVOICE with the name of the Individual customers. However the Payments come in from the Market place less their charges like Commission, Shipment other. Can you create an entity called Market place, where we can add these Individual customers, the charges from the Marketplace and the Payments so that we can track the payments from these marketplaces.

    7 votes
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  6. 7 votes
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    1 comment  ·  Customers  ·  Admin →
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  7. allow clients to enter their fiscal details, not just address but VAT number too

    allow clients to enter their fiscal details, not just address but VAT number too

    6 votes
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    2 comments  ·  Customers  ·  Admin →
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  8. Connection between administrator and more condominium (clients)

    We have clients that are condominiums and they have an administrator, so we would like to have a connection so we'll can filter a lot of things about the administrator: the lists of condominium connect with him, the estimates, the invoices, etc...

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  9. Customer ID auto generate

    It would be great if you can add Customer ID / Vendor ID in contacts field which diaplays in Invoices / Estimates / Orders & Payment Vouches.

    This is a real helpful features to track a customer / vendor data easily.

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  10. Customer and Vendor account numbers / urn

    System field for account number

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  11. Remark to Populate in sales orders it does shows up in Invoice

    Remarks that you set in customer details do show up when you create a invoice. They do not show up in sales orders. Can this be fixed please.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  12. All Customer and Vendor Statement print from single button only

    Our CA asks all the transactions (Statements)Customer wise and Vendor Wise. It is not possible to open each contact and print or download the statement. there should be a single button from where we can print or download statement of all the contact of a specified period.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  13. Link One Vendor with Various Customer

    For e.g. I have one vendor with whom I purchase 2 different item and that item I sell to 2 different customer. Now Zoho has limitation that 1 vendor can only be linked to one customer , it doesn't allow to link same vendor with other customer of mine.
    How can we solve this?

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. Sort by transaction date in "Recent Activities"

    Details listed in recent activities list for the contact are order by the date the transactions actually happened. It would be useful to be able to sort these by accounting date instead.

    6 votes
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  15. Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.

    Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  16. Price List Locking

    I would like to lock the price lists for my users and only admin accounts or certain profiles to make changes to a customer's price list which will enable my employees not to give out whichever price list they feel.

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  17. Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship

    Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  18. Limit access to Sales Person field

    Could you include an option to limit the management of "salespersons" to one role?

    The role could choose one salesperson or include themselves as one if they are a salesperson but would not be able to view, edit or delete other existing salespersons.

    Thank you.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  19. Assign Customer to multiple users

    A great feature would be to add the ability to Assign more than one user to a Customer or allow a user to share a customer with another user. This would help when we have Sales Persons that we only want to see the Customers assigned to them. We see many situation where multiple sales persons deal with a Customer. The only way to give them access now to Customers not owned by them is to set them up as an admin.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  20. Big Flaw Importing Customers via CSV: only one address field

    Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
    Billing address first line
    Billing address second line

    Please add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.

    6 votes
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