Skip to content

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

6167 results found

  1. 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  ·  Items  ·  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. Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books

    Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books

    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  ·  Estimates  ·  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. comparison for custom dates on profit loss

    we want to be able to define custom dates, then compare those dates to previous year. as the system is now, you can only compare to previous years or periods when using the last month, last year, last quarter, year to date options.

    6 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  ·  Reports  ·  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. integrate multiple payment methods through Braintree

    Braintree processes payments via Paypal, Venmo, Apple Pay, Google Pay, and more. It would be convenient to be able to accept all those payment methods using just the Braintree gateway.

    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  ·  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. Show company name in Tooptip while select custome as i have same customer name

    Show company name in Tooptip while select custome as i have same customer name, as you have not use this field in Invoice Display. This will help the customer to select proper customer with different location with different GST.

    Advance search is good but every time customer not select that option as you provide auto suggest on customer name, please understand my concern.

    I raise my concern many time.

    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  ·  Invoices  ·  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. Cheque Print Need

    I need cheque print, Zoho made feature for USA then why not not India.
    Please reply

    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  ·  Banking  ·  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. Merge estimates and Create PO from multiple Sales Orders.

    It would be nice to be able to merge multiple estimates so we can convert into ONE Sales Order.

    Also, it would be nice to be able to select multiple Sales Order and convert into one PO.

    22 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  ·  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. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. PDF format to customers automatically

    We should have the option to send recurring invoices to customers as a link or PDF automatically. We can only manually do that right now.

    4 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  ·  Invoices  ·  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. Foreign currency Adjustment IMPORTANT

    Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.

    0 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  ·  Banking  ·  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. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. allow out of the box fields, such as Timesheet Notes, to be required

    Often, for a timesheet entry to be complete, a note needs to be entered to indicate what was done during that time. It would be helpful if there were an option to make Notes required when stopping a timer or submitting a timesheet entry.

    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  ·  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. Invoice report with cost of sale for every invoice individually,

    Every item has a cost price recorded, I need an invoice report per sales person that include a column indicating to cost of sale on every invoice

    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  ·  Reports  ·  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. Inventory Valuation

    Valuing inventory to include Overhead and Labor Burden is essential part of period end financial reporting. Inventory calculations, albeit time consuming, are repeatable and could be configured within the system. Allowing the user to select which accounts to apply to overhead and at what percent, as well as burden thus allowing the system to do the valuation for the user at period end.

    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  ·  Inventory  ·  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. Clubbing of Bank Accounts & Cash Accounts in Banking Overview page

    We Have 15 Petty cash accounts & 15 bank accounts.
    Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.

    0 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  ·  Banking  ·  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. Migrate from Xero to Books AU

    Has anyone done this? Seems a fair bit of work re chart of accounts..

    0 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  ·  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. Add employee column in bulk add expenses

    There isn't an option to customize & add employee column on the bulk add expenses screen.

    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  ·  Expenses & Bills  ·  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. BULK UPDATE Sales Order Status

    Allow us to update the status of Sales Order by multi-selecting the Sales Order and then use Bulk Update feature

    6 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  ·  Inventory  ·  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. Percentage of income

    Please include the feature to show percentage of income for each line on the P&L

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Give the option to round off the sales tax liability

    When we report sales tax with our state, the state has us round off all of our numbers. Such as Gross Sales = $45,650.13 would become $45,650.00. Our Exempt Sales = $9,235.55 would become $9,236.00.

    When we apply a tax payment in ZOHO, we always have to apply an adjustment for the rounding difference.

    Having the option to run the liability report rounded or not would be appreciated.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base