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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Access to consultants / outside organization

    We have external consultants works for us to maintain accounts and audit. We do not have the feature to invite them here in Zoho Books. If the feature is enabled the purpose of subscribing zoho books will be resolved.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. HR and Payroll software

    For an organization growth time saving software are must . Bank transfer is just waste of time. Now its time to switch to new era Payroll management software with savvy HRMS for effective productivity and error free calculations . Software will help you in tasks such as data handling, salary generation and monitoring employee data. Various statutory compliances and receipt generation can be done with help of software with no overbearing cost .

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. expert opening balance

    i can not export opening balance for accounts or vendor / customer
    must be export opining balance to match new balance with old data

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. interest calculate for unsecured loans option should be added.

    please add a feature to calculate the interest. Another account app gives this facility. so Zoho should also add this basic feature. We are using Zoho Books paid subscription. id is agolecha@arfashions.in

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Customization or Need some update

    Hi,
    Not able to create the ledger individually and Salaries we could not make Employee name. How we can get the each employee statement ?

    Rent exps - If we have 2 different office & Landlord. We need to have different ledger under their names. But In zoho we could not make it.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Adding Quick Tax method for Calculating GST and QST Remittances

    In Canada, you can subscribe to the "Quick Method of Accounting for Calculating GST and QST Remittances" - This means that while you charge the regular % of taxes to the client, you do not have to remit the same percentage to the government afterwards.

    This only means that once you have chosen that option in Zoho and chosen the appropriate rates that apply to you, the GST and QST Remittances reports settings will be modified to take into account those rates at the correct lines.

    Here is more info on the method and rates for QST :
    https://www.revenuquebec.ca/en/businesses/consumption-taxes/gsthst-and-qst/reporting-qst-and-gsthst/the-quick-method-of-accounting-for-calculating-gst-and-qst-remittances/applicable-rates/

    Here…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Owner's equity difference with other equity

    I want to be able to transfer money from the bank account directly to the owner's to/from advances account created. Zoho only allows to transfer to "Owner's equity" account. So I have to transfer first to Petty cash, then enter a journal from petty cash to the owner's to/from account...

    I think the difference is the builtin "Owner's equity" account accounts for the Owner's equity AFTER all liabilities of the company.
    That account is more made to account for the owner's shares into the company..

    I want to be able to manage that independently.
    Any expenses paid by the owner's…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. AR related

    When i tried to enter opening balances in AR as CREDIT BALANCE i am unable to enter - there should be a field to enter CREDIT BALANCE in AR as well as Debit balances in AP as there may be some debit balance in vendor would also be there,.

    Also, when entering the opening balances, we must be able to enter the same invoice number and date wise as this will be helpful in future when we extract the outstanding receivable.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. MUST create export capability to XLS for the Budget function in Books

    To share and jointly collaborate on Budget development, there must be the ability to export budgets into Excel. A company may not want to give many users access to Books just so they can make inputs into the Budget. Also the inability to export the Zoho Books budget template to XLS format means to send out a template to our department heads, it has to be created manually. Totally unnecessary headaches here

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. sale and purchase entries in one account ledger

    i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
    Request you to kindly resolve the issue. or tell us how to do such entries in that case.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. YEAR-END CPA JOURNAL

    WHERE'S THE LINK TO JOURNALS 101

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Would like to have .xlsx export options under GSTR1 filing details for all invoices

    In new GST update made in the Zoho Books, the option of exporting as xlsx under GSTR1 is not available. We are able to only upload and not able to export the transactions in excel format for records and to reconciling purposes.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Need options to control/clear Activity Log and Comments & History of sales and purchase

    Options can control "Activity Log" and "Comments & History" of sales and purchase. We can hide or clear it as per the requirement.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Lock Functionality for Accountant

    2 different lock functionality

    Lock 1 - affect all users except accountant user
    Lock 2 - affect all users

    With the above Lock 1, accountant can review the accounts and make changes easily but not other users.

    Current lock feature is Lock 2.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Ability to edit Chart of Accounts with out system account types

    Need the option of making the systems' pernament account type,names not visible at all when you don't use them. Especially when you want to print all the columns. It's very confusing. Even though you don't check the "make active' box, it's still shows up
    Thanks!

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Recording Interest expense and installment notes tutorial

    I just saw the module on how to create a loan account in Zoho.
    However the repayment instructions does not address the interest paid in the note repayment. Say for example that you borrow $1,500 with a promisory note to be paid monthly for 6 months at 3%. ow do you account or record the interest expense and installment notes?
    I can see doing the following for this example fixed payments of $252.19 - every month the interest will vary - but lets look at month 1:
    Debit
    Interest Expense $3.75 ans Installment notes $248.44
    Credit
    Cash $252.19

    So how…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5
  • Don't see your idea?

Feedback and Knowledge Base