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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6163 results found

  1. Revolut

    Support revolut as a bank and as a payment gateway

    55 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 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)
    Close
    Close

  2. Add budgeting to Zoho Books

    a mirror of the COA, with a periodic budget (preferably against a budget model - i.e. you can make different budget models such as best case, worst case, most likely case, and a Monte-Carlo) - budgets can be set manually, or via a formula (i.e. times x% of previous period, based on actuals of that period, or based on previous budget). Budgets can be assigned monthly, quarterly, or yearly. Reports on budget performance - budget versus actual.

    39 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close
    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hey,

    The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance. 

    To know more about this feature, check out our:

    Blog:
    https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  3. integrate Zoho Inventory with EBAY Australia for stock control on EBAY

    Setup integration for Inventory to manage stock on EBAY same as the EBAY UK system

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. more reporting tags

    There should be more reporting tag options than 10. This is how we track our project costs and income. It is nice to run a P&L by selecting a tag, but we will run out of options very soon if always limited to 10. I would suggest at least 20.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  5. Integration of more banks in the banking of ZOHO

    Please integrate HDFC as it is the largest bank in the India

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  6. There should be core integration of whatsapp in ZOHO. In the most of the businesses right now we use Whastapp than email and sms

    At the time of generating Invoice or Sale order i would like to send a copy of PDF or Text on the whatsapp of concerned person as this is more feasible in the todays time that sending an email.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  7. Make Default PDF View an Option on Templates

    Being able to select "PDF View" as a default view for Invoices, Sales Orders instead of Standard View.
    Useful to quickly differentiate between templates used.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. IMPORT DOC INTO VENDOR SUCH AS AGREEMENTS

    Import docs into the vendor.

    ie: vendor agreements

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  9. Australian Taxation Office TPAR

    The Australian ATO requires businesses that use sub-contractors to submit a "TPAR" report to them. It would be good if this feature was added to electronically submit the report to ATO. The "TPAR" reports all payments made to eligible sub-contractors. MYOB uses a check box on the contact page to indicate that a supplier is to be reported in the "TPAR"

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  10. Create Purchase Order from Invoice

    Hi, is the Zoho team ever going to implement this? The bigger and bigger my business grows, the more and more PO's I have to do. This is like the 5th time I am asking.

    We DON NOT use Sales Orders nor do any of my clients. I love Zoho Books but this is absolutely killing us! I have to seriously start looking at alternatives because of the lack of this ability. It's a shame as we love everything else about it.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  11. Refunds and Reimbursements being able to be printed via cheque and not just vendor payments

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  12. Can we get a tax breakup in Statement form, so that we will get to know what is the tax amount are they paying for each invoices

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. bank details on invoices

    plz mention bank details on invoices

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Allow download and upload of Bank information for Contacts from one Organization to another

    Currently upon integration of Banking with ICICI the bank information is entered in the vendor contacts. The same is not being downloaded or there is no option to export the same into a file.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. Please add line items to retainer invoices.

    I use retainer invoices all of the time and most of them use the same phrases.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  16. we are using Zoho Finance for our company in Mexico as you may know Mexico has a special process to process Invoice question do you have int

    we are using Zoho Finance for our company in Mexico as you may know Mexico has a special process to process Invoice question do you have integration with Mexican goverment Invoicing system

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  17. After Discount value to be displayed

    After Discount% in estimates and invoice the cost of the item multiplied by the qty is only shown as a total. But the after discount rate of the item should also be shown. Please add a column as "After Discount Rate".
    Ex. - Current Scenario - Cost 200. Discount 10%. Qty 10. Total 1800.
    What is required is - Cost 200. Discount 10%. After Discount cost 180. Qty 10. Total 1800.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  18. Please integrate the NMI gateway company so I can process payments through zoho.

    I use NMI gateway but I dont see it as an option. It is very important to our company this is added so we can continue business. Thank you

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  19. WE NEED MANUFACTURING GROUP

    WE NEED MANUFACTURING GROUP

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  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)
    Close
    Close

  20. Add a Zapier action to "Create an expense"

    Allow expenses to be created via Zapier integration.

    Example use case:

    Automate the import of large numbers of emailed invoices (that have a consistent template)

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close
1 2 … 132 134 136 … 308 309
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)