Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Link SO, Invoice & POs with a common value

    Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

    We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

    105 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      11 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    • Printing of Vouchers

      Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.

      Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.

      31 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
      • Make reporting tags visible on all SOs, POs, Invoices, and Bills

        As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

        17 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
        • Split and expense or deposit to different categories.

          It would be nice to be able to split transaction items into different categories after downloading from my check register.

          12 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
          • 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

            12 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
            • zoho books Integration with shopify

              Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.

              11 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
              • Departments and/or Locations

                Allow transactions/reports by department/location. In my case I have an engineering business and a farm that I run together but need to be separated out for the taxman. Other users may have several shops (for example).

                11 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  5 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                • sales person commission on sale payment received

                  sales person commission on sale payment received
                  1. commission % depends on item
                  2. it will be payable on sales payment received
                  3. commission % is different for each sales person depends on performance of sales person

                  9 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                  • Investment in shares and Investment in MF

                    Hi,

                    Investment segment is missing .

                    For Investment in share and MF required Accounting Like Stock.

                    Please consider this feature in Zoho Books

                    9 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create/Edit Account Type under Chart of Accounts.

                      We need an option create new account type and modify the existing account type as per our requirements under the Chart of Accounts.

                      8 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                      • Map Accounts for WePay Transactions

                        Currently, you can map your accounts for Stripe transactions using the edit setting button which allows you to select the account to use for fees, sales and taxes. When you setup the WePay integration, you are not able to select the account settings. As an example, when a payment is made through WePay, the fee is put into the account Bank Fees and Charges. It would be nice to select a different account such as WePay Fees.

                        7 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Increase the number of decimals for FX conversion rates

                          We work on an organisation dealing with two currencies: USD and LAK (Lao kip), the base currency being USD.
                          The USDLAK exchange rate is in the 10,000 order of magnitude, meaning that the LAKUSD rate needs a lot of decimals for all conversions to remain accurate.

                          Example: Current USDLAK = 8,160
                          A LAK 1,000,000 amount should be booked as USD 122.55
                          Right now it is being booked at USD 123 because Zoho caps the number of decimals in the exchange rate to 6.
                          To be safe with LAKUSD we would need at least 8 decimals.

                          My question is: would it…

                          7 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                          • Cross exchange rate, please!

                            I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

                            5 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                            • Export data with attachements (invoices paiements & attachements)

                              It will be perfect for us to export all informations (not only csv) but attachements two.
                              Best

                              4 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                              • Tax payable account in manual journal

                                Option to post manual journal for tax payable account - global edition

                                4 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  Gathering Information  ·  1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                • Statement HTML templates

                                  Please can you enable HTML templating for Customer Statements as you have with Invoices and Bills? Thank you!

                                  4 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Inventory+Order Integration with Shopify

                                    Shopify is a powerful front-end for our Ecommerce and Offline Point of Sales. Zoho is a powerful tool to manage the back-end operations. The existing Zoho Inventory & Shopify Integration is full of bugs. Payments and Fulfillment have to be manually entered in Shopify and Zoho even after the integration, it doesn't capture beyond the Inventory and Sales Orders details such as payment details, tax info, etc.

                                    4 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow the assignment of tax rates to different expense and payable accounts

                                      When setting up tax rates, these are accounted for in the Sales Tax Expense Account and Tax Payable Account. We need to be able to account tax rates in different accounts in order to track the correct tax payable for each type of tax. For jurisdictions with different tax types, this is essential.

                                      4 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 3 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add Selector Tool for Companies to Choose the States they Ship to

                                          Currently I only ship to a couple states but I have no way of stopping a purchase if a customer orders from a state I don't ship to. I really need this service to prevent bad customer experiences where I have to cancel orders. - Thank you.

                                          3 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3
                                          • Don't see your idea?

                                          Zoho Books

                                          Feedback and Knowledge Base