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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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92 results found

  1. For any transaction provide the option to view the same in Journal format, by clicking on the respective sales / purchase / expense bill.

    While viewing any entry in one account, not able to see which are all the accounts effected in a particular entry of sales/ purchase/expense

    1 vote
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  2. Classifying a CHARTS OF ACCOUNT for taxes

    Classifying a CHARTS OF ACCOUNT for taxes
    In our country if you sale something to a local customer you need to add 15% to the sales cost and charge that tax called GST form the buyer.

    When you spend money if you paid to a local seller he will also charge you GST.

    You then need to balance your GST expenses vs. your
    GST income and that would be your GST Debt or Return to the taxation authority.

    The strongest accounting software here is xero, because at the level of Chart of Account, you can determine one time if and…

    1 vote
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  3. 1 vote
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  4. Allow for Bulk Tax imports or other Tax integrations

    The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.

    1 vote
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  5. 1 vote
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  6. 1 vote
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  7. by date

    Allow Filtering of Transactions by Date by entering start and end date

    It is hard to search for each transaction otherwise.

    1 vote
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  8. allow the default date to be either today's date, OR the last date used

    When entering historic data, it can be quite annoying to have to change the date, with multiple clicks. for every transaction. Most desktop accounting packages have this option. It would be a welcome change here.

    1 vote
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  9. candian GST .....

    we can claim GST back on expences but need the system to net PST off before i.e. we pay 11% tax 5% is reclaimable and need to hit it own account

    1 vote
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  10. Option to view other attached documents in document preview

    Currently when viewing attached documents on any transaction we have to select the document we want to see, the preview opens and displays the document, at the top of the preview it tells us which document number of multiple documents we are previewing (i.e. 2 of 4), to view next document we have to get out of the preview and select the next document.

    Can we have an option to view next or previous document at the top of the preview so we don't have to get out each time to view other documents?

    1 vote
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  11. Hello, I would like to have the option in the CF fields drop down, to change the ranking of the options

    I'm using dropdown to indicate the VAT period, and would like to slide the past periods to the bottom of the drop down, so the current comes first at data entry time

    1 vote
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  12. Has image column on categorization page

    Show whether there is an image attached to a transaction on the categorization page

    1 vote
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  13. incorporate a price control feature in the SO module

    When a user creates a row in the item table, after selecting the item, the table will automatically populate the Rate column, depending on the Item selected, and other fields selected, and the user cannot change the Rate to a lower number than the predefined number

    1 vote
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  14. report page numbers

    Please add a page number on transaction reports.

    1 vote
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  15. provide an undo option in order to retrieve accidentally deleted data

    I just deleted a quotation that I had spent some time working on. Unfortunately there was no way to undo deletion. There should be someway to retrieve data that has been accidentally deleted. You could create a window of 1 day or 1 hour or even 5 minutes for which the data will be temporarily backed up in order to give the person a chance to rethink and undo his action.

    1 vote
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  16. Transfer Order

    Custom Fields on Transfer Orders.

    1 vote
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  17. Import Sales and Transaction Data from Square into Zoho Books for up to two years

    If I am in the middle of switching over from one old system to Zoho Books, I should have the ability to import the majority of my data into the system so I can use the one new system without having to refer back to a program I may not have access to anymore. The program only allows up to 30 past days worth of data which is useless, because the new business calendar year is from Jan 1st.

    1 vote
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  18. Bulk Recurring Next Invoices Changing

    Hi would really like to see a option to bulk change recurring invoices dates, due to the fact that our invoicing dates do change each month and we have many recurring clients, to change each one separately is a hassle

    1 vote
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  19. USE UNUSED CREDIT IN SINGLE CLICK

    Please allow credits to be applied to next recurring invoice automatically.
    With auto pay there is not a time slot to apply credits to next invoice.

    1 vote
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  20. 1 vote
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