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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. Ebay with Zoho CRM Integration

    Forget spreadsheets, time-wasting sync-ups or manual data transfers. Get these two apps happily teamed up, making your life easier.It sync data such as Customers, Sales, Invoices, Products to Zoho CRM from eBay store to Zoho CRM,which enables businesses to run more efficiently & enhance efficiencies in the business processes.

    We have integrated Zoho CRM with eBay(2-way Sync), which provides you the following business benefits;

    Auto synchronization of customer data to Zoho CRM.
    Auto Synchronization of Products to Zoho CRM.
    Auto-sync orders & invoices to Zoho CRM.
    Get a complete view of your transaction information from one place.
    Sales in your…

    3 votes
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  2. Create and lodge Company Tax Return to Australian Taxation Office (ATO)

    Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.

    Please consider or let us know if this in development.
    Please vote.

    3 votes
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  3. Create and lodge Company Tax Return to Australian Taxation Office (ATO)

    Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.

    Please consider or let us know if this in development (ATO information https://softwaredevelopers.ato.gov.au/sbr).

    Zohoers - please vote for…

    3 votes
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  4. Cookie Consent: Understanding the Importance and Best Practices

    Understanding Cookies

    What are Cookies?

    Cookies are small text files stored on a user's device when they visit a website. These files contain data that allows websites to remember user actions and preferences, making their browsing experience more efficient and personalized.
    https://seersco.com/articles/articles/gdpr-cookie-consent-banner/

    How Do Cookies Work?
    When a user visits a website, the site's server sends a cookie to the user's browser. The browser stores this cookie, and the next time the user visits the same website, the browser sends the cookie back to the server. This enables the website to recognize the user and remember their preferences.

    Different Types…

    3 votes
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  5. change account to sync to in quickbooks online

    When Zoho invoice syncs to QuickBooks online it chooses the account it's going to sync to in QBO and sometimes creates a new account. Please provide a way for me to go into Zoho invoice and tell it what QBO account I want the payments to sync to.

    3 votes
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  6. MX

    Integrate with MX.COM instead of Plaid/Yodlee

    3 votes
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  7. Offer some kind of discount for Multiple Businesses I have 3-4 business tha I track but $120.00

    Offer some kind of discount for Multiple Businesses. I have 3-4 business that I track but $120.00 / year is too much for a new small business / idea / person that has 3-4 ideas cooking. Most other cloud sites allow you to maintain several businesses within the system. I am being forced to move my other businesses to another service like wave becaue of the cost / expense.

    2 votes
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  8. Open the integration between Zoho Book & Shopify to Singapore

    Hi,
    As Shopify is officially launch in Singapore and people are starting to use Shoipify for their ecommerce. May we suggest Zoho to consider open up the existing integration between Book & Shopify to Singapore or even Asia market?

    2 votes
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  9. Ownership

    Ownership of a contact in CRM needs to carry over to Books when it syncs. Staff in Books that are only able to see contacts assigned to them are unable to, resulting in an admin having to reassign ownership once again in Books.

    2 votes
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  10. webhooks contacts

    We can create webhooks when new invoice, subscription, etc is created.
    It would be useful when a new customer is created / edited too.

    2 votes
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  11. Dashboard Notes

    As a manager I thisk very helpful to have a place where write notes like Post It Notes, or Simply like a notepad in the dashboard that will be ever on top and maybe can have ckeck lists because is very usefull to have a place that all the users can see frecuently tasks or notes about whatever thing and can check o mark as ready or delete.
    For example I have pending invoice that is waiting something and I need my other users know about that to end the invoice when all about that was ready. Or remember a…

    2 votes
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  12. Axis Bank Integration

    Axis Bank Integration with Zoho Books Like as ICICI & SC

    2 votes
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  13. HubSpot Integration

    Integration with HubSpot and HubSpot CRM to track Revenue and Profit Value per Contact / Customer

    1 vote
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  14. Fix the Zoho Books Timer icon for the Chrome addon

    I love the Zoho Books Timer addon (on Chrome), however the design of the icon is so complicated for 16 pixels that it's not clear at all (not to mention far from the identity symbol I associate with Zoho). Rethinking/updating this icon would be a tiny move that would have huge impact on the user experience if the timer. Thanks!

    1 vote
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  15. Integration with Cushion app

    Integration with Cushion (http://cushionapp.com/). I would like the ability to send project setup + invoice data from Zoho Books into Cushion.

    1 vote
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  16. Integration with prestashop

    Zoho books and Zoho Inventory need to be integrated with PRESTASHOP

    1 vote
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  17. 1 vote
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  18. Please provide the ability to sync the new Attention field from Books to CRM

    Love the newly added ATTENTION field for Contacts in Zoho Books, but even though I've created a custom field called ATTENTION in Zoho CRM so that I can associate the fields for my sync, Zoho will not provide me the option in the integration interface to associate the ATTENTION field at all.

    1 vote
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  19. Suggestion 2

    AR and AP Accounts:

    ZOHO Books have hard coded the AP and AR accounts and hence even if i have to use my own coded Chart of Accounts , I can't define an AR and AP account of my choice. I suggest, you could provide a this as a configuration item (initial setting) where-by the user will provide the desired AR and AP account name from the list of accounts created and you could mark this for automatic posting only.

    Also, I should be able to use supplementary accounts for , i.e; when i define employees as vendors, i should…

    1 vote
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  20. synchronize user

    synchronize zoho CRM users with zoho books.

    Similarly how you can synchronize proudcts and accounts, we should be able to syn users so when an estimate is created in either books or crm the user can be selected from a list, or auto-selected with the current user.

    then the information such as signature, phone number, email, etc. can be mapped into zoho books and used in templates and emails.

    1 vote
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