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. Integración with the moduls of "Products Details" of CRM

    In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

    The integratión should enable to equivalent modules, I mean;

    *CRM quotes with Books estimates
    *CRM sales order with Books sales order
    *CRM invoice with Books invoice

    The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…

    88 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…)
      Work In Progress  ·  7 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
    • Integrate Zoho Books with Amazon.in and other Indian E-commerce Websites

      I want you to Integrate Indian E-commerce Websites such as Amazon.in, Flipkart, Snapdeal etc.

      63 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…)
        6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
      • Submission of UK VAT Returns to HMRC

        Most accounts packages can submit VAT Returns online to the government gateway. It would save time and errors if Zoho Books could do it too.

        47 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…)
          Planned  ·  10 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
        • 23 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…)
            6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
          • Column display list customisation

            Throughout Zoho books, from contacts to timesheets the ability to define which column of data is displayed in a list and in what order, rather than accepting the default list, including any Custom Fields created.

            21 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
            • Integrate zoho project time sheets / hours with zoho books

              All my hours are tracked in zoho project, it would be great if I could import my approved time sheets into zoho books to pay my contractors. seems like an improvement to the integration. thanks!

              21 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
              • add shipping for ups / fedex / usps

                1) sales orders from zoho crm flow to zoho books.

                2) order details flow (address and item info) from zoho crm or zoho books to web based shipping software like shipping easy or ship station

                3) freight and tracking #'s come back from shipping software to sales order in crm or books.

                All major accounting systems (quickbooks, zero, myob) provide this functionality out of the box. We love using zoho crm (20 users), but cannot use zoho books until this basic functionality is available.

                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…)
                  2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                • Payment gateway integration with Eway.com.au

                  Hi Eway is a very common payment gateway used hear in New Zealand , Australia, Uk and other countries. Xero accounting systems and few others are integrated their invoicing with themthem and i badly need it. So i wonder whether zoho to consider adding them as a payment integration. Waiting to your positive response.
                  https://eway.io/nz and https://eway.com.au

                  16 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…)
                    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                  • Link emails sent from zoho books to zoho crm

                    when sending an estimate or invoice from zoho books we can not see the email as a sent item in Zoho CRM Email or in Zoho Mail.

                    the email does not show as well in the communications sent to the customer under the (contact, or potential ect..)

                    13 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                    • Alipay through Stripe Zoho Integration

                      Accepting Online Payments from Chinese Customers is often a pain or impossible without a foot in China because credit cards aren't very popular in China and e-payments are centered around cash and debit: http://www.buybuychina.com/plastic-surge-why-chinese-consumers-dont-use-their-credit-cards/

                      Stripe announced its integration with Alipay (Chinese Paypal kind of) to help getting paid by Chinese customers online. https://stripe.com/alipay

                      Since Zoho already integrates so well with stripe payment gateway, it would be a dream to get Alipay as a payment option directly on the sent invoice through Stripe-Zoho integration.

                      Regards,
                      Simon L

                      10 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                      • INTEGRATE WITH SHOEBOXED

                        to import expenses and receipts into zohobooks

                        10 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…)
                          2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                        • Timesheet - Zoho Books 'Extended' Zapier Integration

                          Please add more triggers/actions from Zoho Books Timesheet to the Zapier Integration:

                          - Creating a New Project

                          - Adding Tasks for a Project

                          - Logging Time for the Tasks Completed

                          Thank you!

                          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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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…)
                                1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                              • Get live feeds of exchange rates from xe.com or some other source to automate conversion between currencies

                                Can you add a feature that allows live feeds of exchange rates from xe.com or some other source to automate conversion between currencies. Exchange rates are too fluid.

                                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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                • Desktop Edition

                                  Would be great to have a Desktop Software for Zoho Books which can sync across the servers. I dont have good internet connectivity.

                                  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…)
                                    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Worldpay Business - Integration

                                    ZoHo should really consider integrating worldpay business for UK clients.

                                    We were advised prior to singing with zoho that the software was capable to integrate with worldpay they failed to advise that zoho support only corporate gateway accounts - this is very unfair!

                                    Please action this ASAP?????

                                    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…)
                                      2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                    • IF YOU INTEGRATE MAGENTO I WILL GIVE YOU INR 5000 YEARLY OR MORE

                                      IF YOU INTEGRATE MAGENTO ECOMMERCE I WILL GIVE YOU INR 5000 YEARLY OR MORE

                                      6 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Suite para operações no Brasil: Integrações Books e GerenciaNet / Subscriptions e Pagar.Me / eNotas e Books

                                        No Brasil 60% das vendas on-line ocorrem via Boleto. Os gatways nativos do Books e do Subscriptions só operam cartões e com diversas limitações. Para sustentar o crescimento da Zoho no Brasil e permitir o uso da suite completa da zoho, é necessário que haja serviços que operem checkout transparente para cartões no brasil e boletos. Além disso é necessário integrar sistemas de geração de notas fiscais eletrônicas, para viabilizar as vendas on-line em grande escala.

                                        6 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Retail POS platform

                                          Zoho Corp can integrated new third parties to have a solution when you have point of sales.

                                          6 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4
                                          • Don't see your idea?

                                          Zoho Books

                                          Feedback and Knowledge Base