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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.

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  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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261 results found

  1. Implement departmental hierarchy

    This will allow users in the same department/group to access only contacts assigned to or created by them. This is important for businesses such as lawfirms where departments own certain clients and don't want every company user to access them. I think you guys did this for zoho CRM and would be great for Zoho books.

    9 votes
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  2. Merge contacts funtion should be controlled through user privilege

    Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes

    0 votes
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  3. Print a Contact

    We are a gun club and like to verify members each month. You should have a way to a simply do a quick print of the customer (name, address, phone, etc) that can print during check in of the client, so they can quickly verify all their information is correct, like may dr's offices do. I would really like to see this feature soon. Thanks!!

    1 vote
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  4. Multiple Billable Addresses for a Customer

    Allow multiple billable addresses for a Customer. There are many cases where a company can have multiple branches with different addresses. The invoice would need to go to the branch. You would still want to roll up the revenue by the customer inclusive of all branches

    4 votes
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  5. Put the total amount received back onto the customer summary screen

    Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.

    Thanks,

    Rob

    0 votes
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  6. when I enable the portal for a contact, the possibility to restrict the view to one or more specific projects and not for all items

    As subcontractor, it would be great to allow one or more contacts to see specific project and not all stuffs in the portal. For example we often have projects which involve 2 differents companies and several departments and it would be important to authorise more contacts to have access to specific projects and not to all items.

    5 votes
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    Not For Now  ·  0 comments  ·  Customers  ·  Admin →
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  7. What has happened to Contact Pages? Its terrible!

    It’s very difficult to navigate around the contact profile pages since the changes have come in to place last week. The contact details are not clear and you have to scroll far down the page to see all the information. The notes are elongated and very difficult to read. This could be resolved by removing the contact feeds from the page or adjusting so they appear at the bottom of the screen this could also be a tab at the top of the screen with the other tabs.
    We have no use for this function and to be honest this…

    4 votes
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  8. client automatic numering

    Assign to a client a number that ifentify him as is done for BILLS,ESTIMATES .....

    1 vote
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  9. API for Client Portal Access

    We need to provide users access to their Client Portal via API. For example, the user is listed as a contact for their organization in books, I want to send an API request to enable Portal Access for that user.

    4 votes
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  10. 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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    3 comments  ·  Customers  ·  Admin →
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  11. Allow a contact to be associated with multiple estimates / invoices etc.

    Each contact should be able to view all the estimates / invoices they are associated with, because once they start to be a part of different projects with different clients, we will not be able to have so many email ids for one contact for them to view all estimates / invoices etc. they are associated with.

    So when a contact is associated with many different estimates / invoices etc. he / she will need only one email and login to access the portal and view all associated estimates / invoices etc.

    Alternative on the same lines I suggest the…

    5 votes
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  12. provide syncing of contacts with Google

    It would be nice to sync contact information such as address and phone with my google contacts.

    11 votes
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  13. Better contact search

    It would be very helpful if you could search three fields when using the quick search feature. I would like to be able to enter a name in the quick search field and have it check the contact name, email address and company name fields. It seems to currently only search the email and contact display name.

    1 vote
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  14. 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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  15. increase the number of contacts

    Limit of 50 contacts is really low. Quickbooks has unlimited even for the simplest version. Why can't you make it the same?

    14 votes
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    3 comments  ·  Customers  ·  Admin →
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  16. To not chose "taxable" or "not taxable" when creating customer.

    Sometimes it's taxable sometimes it's not. Also below 30k revenue there is no need for taxes and above there is. So that's not something that depends on the customer

    1 vote
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  17. Give ability to attached documents to a Contact or Vendor for reference purposes.

    1 vote
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  18. outstanding balance next to contacts

    I want to see the past due or overdue balance next to the name in contacts as we used to in zoho invoice but now we went to zoho books and it doesnt come up,

    4 votes
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  19. Sync Zoho Books contacts with both Zoho CRM Lead and Contacts

    Currently Zoho Books only does have a job at syncing contacts with Zoho CRM. You can only assigned Leads or Contacts but not both. I think it should have the option to do both.

    2 votes
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  20. Bulk email monthly statements to our customers.

    Able to send monthly statement to customers.

    22 votes
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