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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. Zillow Home Values on "Books"

    You have service for CRM lets do it on books. We own a few properties and getting updates on current value for our balance sheet would be great. Thank you for the great software you provide

    1 vote
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  2. Integrate with woocommerce

    Need integrations with Woocommerce and shopofy

    12 votes
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  3. Enable batch numbers in Zapier integrations

    We cannot currently use Zapier to bring in sales invoices from our online store (Bigcommerce), because Zoho Books does not provide a line to enter a batch number, but rejects the incoming invoice because it lacks a batch number!

    3 votes
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  4. Zoho docs integration to allow customers to upload files

    I have the need to share (send & receive documents) beyond just an estimate/invoice through the client portal. If it just had a link for the customer to access a shared read/read-write folder that would work too. But it would have to have the ability to create a folder and set permissions from the backend. This is so I can use one place to communicate documents with the customer related to their account, it would be preferred over having to also send them a docs folder invite separately.

    16 votes
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  5. plooto

    Bill Pay solutions for business.

    1 vote
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  6. checkbook.io

    A digital Check service to pay bills.

    1 vote
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  7. Partial Invoice for Zoho Projects

    When creating an Invoice for Zoho Projects, it forces a project bill for the entire project. This does not allow us to properly use this feature for large projects that have several stages over an extended period.

    For example, project is a multi-stage construction project over 8 months. Per standard terms, we complete 50% of our work, and bill 50% after 3 months. We are forced to create 2 separate projects as the integration stands right now for billing purposes. However, both projects are titled the same.

    7 votes
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  8. Integrate Zoho Book & Zoho Creator customers portal

    Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.

    4 votes
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  9. Provide an improved workflow for CRM -> Project -> Finance

    It would be great if I could adopt a workflow which would allow the following:
    - In CRM: Create Estimate & Manage Workflow. Estimate costs by creating a draft project, and include this as part of WBS / SOW. Books gets a copy of both the sales & project documents.
    - Create Sales Order: Negotiate / Fine tune parameters, update project, attach to sales order for WBS purposes. Workflow managed in CRM, Books gets the updated project plan and sales order details.
    - Invoice: Send invoice from either CRM or Books. Project moves to approved status, portal is provisioned for…

    1 vote
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  10. Products Created In Zoho Subscription or Zoho books don't Synch

    Products which are created in Zoho books or Zoho inventory cannot be accessed in Zoho Subscription. If I want to sell a product has a subscription and there is a cost to it, there is no means in Zoho Subscription to do this. Only invoices get replicated to Zoho books, but the cost of the product can't be derived. Please add the option to select product in Zoho Subscription from Zoho Inventory.

    13 votes
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  11. Integrate with Zenefits Payroll

    Zenefits is an amazing platform that we currently use for hiring/terminations/payroll and vacation. If Zoho Books integrated with Zenefits Payroll we could avoid manual entry of pay runs processed using Zenefits Payroll. Existing integrations are present for Quickbooks Online and Xero.

    6 votes
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  12. Integrate NMI gateway

    Integrate Zoho Books and Zoho Checkout with NMI payment gateway

    31 votes
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  13. Axis Bank Integration

    Axis Bank Integration with Zoho Books Like as ICICI & SC

    2 votes
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  14. Chat feature to interact with team-members in Zoho Books

    Chat feature to interact with team-members in Zoho Books

    We have a team that does accounting and inventory management, who for now, has to chat / communicate outside of zoho books.

    A chat platform is very productive for an accounting team

    5 votes
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  15. Email Integration for Contact Persons at a company. Not only for 1 Company email address.

    Email integration is available only for "Customer" email address not for people who work at the customer, "contact persons". This renders this feature useless as we deal with multiple email contacts at our customers and vendors. Please cater for the "Contact Persons" email address's instead of only at "Contact Level".

    4 votes
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  16. Will be That zoho Books can consolidate many organizations with differents currencies into one to one currencie.

    Will be That zoho Books can consolidate many organizations with differents currencies into one to one currencie.

    7 votes
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  17. 6 votes
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  18. Allow for multiple currencies with Authorize.net integration

    Currently Authorize.net integration only allows for 1 currency, however we accept two with our account. Both USD and CAD.

    We cant attach both to Zoho Books, as it only allows us to select one. Please allow for either Multiple Currencies or Multiple Integrations with Authorize.net.

    7 votes
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  19. Integration with Tide Current Account

    These guys (https://www.tide.co/) seem to be gaining some traction in the small business current account market. I believe they are currently 'reviewing' integrations. Would be great if Zoho Books gets integrated as I have just opened an account with them and looking to move all my business banking to them shortly, as I have no doubt other small business owners are too.

    25 votes
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  20. Add Electronic data interchange (EDI) software functionality

    It would be great if Zoho CRM or Books would allow for integrations with EDI software. We are going to move to Zoho books, but that now means we have to manually process orders from our largest customer, who submits and receives all orders via EDI.

    38 votes
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