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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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163 results found

  1. Credit Limit - Bureau Account Integrations

    Now that the Customer Client Limits feature is available our workflows need a way for our Accounting team to make credit limit decisions. Other platforms integrate with credit bureau accounts to run credit reports. Even just one bureau would help streamline things and remove a double entry of data. Simplifies business processes and reduces the manual entry. Similar to the Checkr integration in Zoho Recruit it would be a function you can run inside Zoho Books that would then tie the report to the customer account. The data from the report could then be used to make a credit limit…

    6 votes
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  2. OpenCart

    Complete Opencart Zoho Integration -

    Right now we don't have OpenCart integration available, we need to use Zoho API's and implement integrations.

    I have seen an OpenCart extension in OpenCart store for integrating Zoho Apps with OPenCart.

    https://www.opencart.com/index.php?route=marketplace/extension/info&extension_id=35837&filter_search=Zoho

    This looks good reviews and developer is responding good. It would be great if the integration comes from Zoho, then it will be more authentic. Another thing is it is 159$, little expensive for a startup like us. I now I started using Zoho Books which I paid around 36$ but for integrating only Zoho Books with OpenCart the extension costs 59$…

    6 votes
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  3. Add Zapier triggers for updating contacts

    I'm thrilled that Zoho has Zapier integration, but I'd love to have the option to search for a client by email, and only then add a new contact. On the flip side, I'd like a trigger that if a contact is UPDATED, then do XYZ.

    1 vote
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  4. integrate Zoho Inventory with EBAY Australia for stock control on EBAY

    Setup integration for Inventory to manage stock on EBAY same as the EBAY UK system

    10 votes
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  5. Payments integration in vendor portal of Zoho recruit or any other portal

    If we can pay automatically for time sheets submitted or invoice submitted after approved time sheet, Sales order, purchase order that would be great. Once vendor submits approved time sheets, we should be able to process payments based on net payment terms set

    1 vote
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  6. DUNS & Bradstreet, D&B Hoovers and Credit risk monitoring integration with zoho books

    Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. Also D&B Hoovers integration will be nice with CRM. Discoveryorg already has Zoho integration. If D&B hoovers and Linkedin sales navigator can also be integrated that would be amazing

    1 vote
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  7. Hi. I need to see a payment gateway called: PAYFAST. its a South African gateway

    Hi. I need to see a payment gateway called: PAYFAST. its a South African gateway

    6 votes
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  8. Integrate Zoho Books with Magento 2 Natively, NOT Via 3rd Party Paid Solution

    Magento is one of the most, if not the most, widely used e-commerce platforms in the world. Magento 2 is now gaining a lot of market share and will be the way forward. Zoho has an opportunity to capture a huge market share from the competition with a Native Magento 2 integration since none of the other Accounting platforms provide this without either expensive third-party cloud solutions or clumsy, poorly functioning, bridges that range in price from moderate to high cost. Building that integration would be "free marketing" for Zoho to tens of thousands, if not hundreds of thousands of…

    22 votes
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  9. Quickbooks Online Migration

    Please provide Quickbooks Online migration tool to Zoho Books

    6 votes
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  10. Make Zoho Books compatible with Belgian accountancy regulations

    Now we need to invest in an integration/interface between an accountance software and zoho books. We would love to use only zoho books for our accountancy here in Belgium. I heard that we are in 4th place in Europe to use zoho, so it would be a quick win for zoho to develop it.

    18 votes
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  11. Any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition.

    any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition. already using ROPS7 of Gofrugal technologies with tally integration adapter want to switch on zoho books.

    3 votes
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  12. Yubikey for MultiFactor Authentication

    Please make an integration to use Yubikey for MultiFactor authentication. Yubikey is one of the prime contributors on earth (in the protocol working groups with Microsoft, Google etc.) for writing multifactor authentication protocols. See the W3C Chairs for the WebAuthn Group: https://www.w3.org/2017/08/web-authentication-charter.html
    Consider that they are in the "Enterprise Deployment Working Group" for the FIDO authentication protocol: https://fidoalliance.org/members/working-groups/

    1 vote
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  13. Add multiple Desk tickets to the same Invoice

    In Desk, you can create an invoice from a ticket.

    Would like the ability to "add" a ticket to an already existing invoice.

    Example: If we do 3 Help Desk tickets for a customer in the month, from within the first ticket, we could click "+ Invoice" to create the invoice and save it. Then for the 2nd and 3rd ticket, we could click "+ Add to Invoice" and it would let us choose the Invoice to add it.

    This way the customer gets 1 bill at the end of the month with the 3 tickets combined on it.

    10 votes
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  14. Integrate AutoEntry (OCR) to Zoho Books

    An integration between Zoho Books and AutoEntry would make bookkeeping much easier and faster. AutoEntry uses optical character recognition, so you can either take a snap, upload from desktop or send directly by email, a purchase/sale invoice. AutoEntry will read the main field of the document (invoice date and due date, supplier or customer, net amount, tax amount and total amount, it picks the correct currency as well, it reads invoices with more than one item). Once you analise a purchase invoice to a nominal (repairs and maintenance, i.e), next time you upload an invoice, system will suggest you analise…

    7 votes
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  15. Ability to Choose an Accounts Payable Person who is different thant the main contact in CRM

    Currently in Books all invoices go to the main contact in the account. That person may not be the right person for invoices to go to. We need the ability to choose another person in that company as the default Accounts Payable person. Currently this is a manual process and we have to remember to check the correct AP person for any accounts that have people in different roles. Please consider this seriously as it is something that should be automatable to prevent user errors...

    1 vote
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  16. Create Integromat module for Zoho Books

    Integromat is quickly gaining market share on the integration platforms market and is now second largest after Zapier. However they claim Zoho Books isn't adhering to oAuth standards which is why they can't create a module for your platform.

    I want to ask the Zoho Books team to give all the support Integromat needs to create the module, so we can integrate Books with our other systems through their platform

    6 votes
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  17. Role based restrictions for client portal

    The ability to apply a role to an indvidual or a group of individuals so that restrictions can be placed in the client portal. Accounts only sees Invoices. Estimates can only be viewed by sales etc.

    1 vote
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  18. Integration with VisaNet in Peru

    Integration with VisaNet in Peru

    3 votes
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  19. 1 vote
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  20. Improve Square integration to sync inventory

    The current Square integration is limited only to payments and invoices. It would really be nice if there was a bi-directional inventory sync as well. When a customer makes a purchase in Square, the inventory in Zoho Books should be reduced. Similarly, when the inventory in Zoho Books is reduced by some other mechanism, the new inventory count should be pushed to Square. This allows businesses to not oversell product that may be sold in other sales channels.

    6 votes
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