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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.

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  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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162 results found

  1. Integrate with Intuit Online Payroll.

    It would be very helpful if you could integrate the various Intuit payroll products into Zoho Books.

    6 votes
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  2. Allow Users to Adjust Default Settings with Zoho Books Timer extension in Chrome

    Within the Zoho Books Timer extension in Chrome, users should be able to set defaults so that the extension: 1) opens in the "log time" tab; and 2) within the "log time" tab opens in "set start time and end time" mode.

    Currently, I inefficiently waste 2 clicks getting to this point each time I make a time entry.

    1 vote
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  3. Ingrate with CollBox or another Collection agency company

    Intergate Books and or invoice with a collection agency platform. Preferrablly Collbox to send invoices past due by a certain number of days over to their system to be collected by the outside collection agency.

    1 vote
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  4. i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au

    i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au

    1 vote
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  5. integrate with Gravity Payments

    We have been customers of Gravity Payments for many years - they have the best prices and best customer service of any credit card processor we've ever seen or heard of. I would prefer to use them as a company over others you offer in integrations - so much so, that I wouldn't even consider moving to online processing unless it could be with them. Check them out: Gravitypayments.com. Let me know if you need a contact there.

    1 vote
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  6. Custom Web Page in Client portal similar to Web Tabs

    Allow a custom window in the client portal so that other additional info which is not present in zoho books like orderinfo,etc can be shown

    7 votes
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  7. Zoho Books Credit Notes Zap integration to Xero

    Zapier integration between Zoho Books and Xero does not have the option to post Zoho Books Credit notes through to Xero. This makes life hard as we have to manually add credit notes into Xero..

    3 votes
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  8. Export des données comptables depuis ZOHO BOOKS vers...

    Bonjour,

    Mon comptable nécessite au mieux un export au format FEC ou au pire, un fichier csv ou l'on retrouve pour chaque ligne :

    • Une date
    • Un code journal ("01" Achats, "02" Ventes, "04" Banque CRCA...)
    • Un numéro de compte
    • Un libellé
    • Un montant débit ou crédit

    J'ai réussi à générer toutes les informations via les champs personnalisés du plan comptable et la ou je coince, c'est pour le champ code journal! Il n'est pas possible de créer de champs personnalisés dans le plan comptable pour les banques et les CB
    !!!
    Ce serait intéressant que vous envisagiez cette fonctionnalité…

    14 votes
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    6 comments  ·  Third Party Integrations  ·  Admin →
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  9. Integrate WorkDrive with Email/Books/etc.

    Most Zoho Apps allow easy file attachment from Zoho Docs and other cloud services but currently does not support WorkDrive.

    1 vote
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  10. Xero

    Full ZohoBooks and Xero integration. I have to use Zapier at the moment. This is silly as the Discounts don't pull through, so we overstate revenue in Xero

    6 votes
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  11. allow time import as decimal

    I would love to see an integration with TSheets.

    Short of that, I'd like Zoho to allow the time spent on an import file to be decimal. Zoho currently requires text 00:00 format. Time sheet exports are often used to calculate pay and its converted to a decimal in the reports. Being able to take time spent in EITHER decimal or text and have the program convert it would bring it up to par with other timekeeping apps like harvest and TSheets. (both of which I use and would like to only use Zoho)

    1 vote
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  12. 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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  13. Please integrate HDFC Bank in Zoho Books

    47 votes
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    7 comments  ·  Third Party Integrations  ·  Admin →
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  14. 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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  15. Integration of Linkedin RPS, Sales Navigator, Paid job slots

    Can you please get this taken care with priority? Linkedin is so critical for any business. I spoke to linkedin and they said integration got disconnected after Linkedin upgraded their API to V2 from V1. Are there any plans of upgrading API anytime soon? For example google calendar is on API V3

    1 vote
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  16. 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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  17. TransferWise Read-Only integration to Zoho Books

    Have the Zoho Books update automatically with all transactions on the TransferWise accounts. That would help very much.
    For this, we would only need to have a read-only access to TransferWise. This is not so savety criticall like a payment access. But it would help my book keeping very much.
    Best regards
    Georg
    PS
    TransferWise is an excellent banking service.

    9 votes
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  18. integrate wepay for ach

    WePay offers us ACH abilities, but Zoho does not integrate. When might this be available?

    6 votes
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  19. 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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  20. Triplog Integration

    I use Triplog to track my business vehicle use via the GPS phone app. It works well, and currently has its own integrations with Quickbooks, Concur & Freshbooks. An integration with Zoho would be handy, mostly as a way of avoiding double entry on vehicle related expenses, etc. Alternatively, you busy little coders could figure out a way of having your OWN gps vehicle logging app for business. I'd switch instantly! :)

    4 votes
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