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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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6729 results found

  1. Retail POS platform

    Zoho Corp can integrated new third parties to have a solution when you have point of sales.

    14 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  2. option to convert multiple estimates to single invoice

    37 votes
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    2 comments  ·  Estimates  ·  Admin →
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  3. Link SO, Invoice & POs with a common value

    Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

    We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

    180 votes
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    18 comments  ·  Transactions  ·  Admin →
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  4. iZettle intergration

    27 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  5. Insert payment received

    Can I just insert payment received without creating an invoice?

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. Ability to Send Requests for Quotes

    It would be really nice if I could send Requests for Quote on items that I need built. That way I can always get the best price without having to email and manage bunch of people/inconsistent responses.

    This would be under:
    Purchases
    - Expenses
    - Recurring Expenses
    - Request for Quote
    - Purchase orders

    The template would be similar to a PO. It would just pull in my vendor contacts and my vendor part#. Then all I would need to do is attach a drawing then send it to a group of vendors. They could email me bids. Then when…

    116 votes
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    12 comments  ·  Purchase Order  ·  Admin →
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  7. Recurring Payments which are not expenses such loan principal repayments.

    I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility

    6 votes
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    0 comments  ·  Banking  ·  Admin →
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  8. Bulk email monthly statements to our customers.

    Able to send monthly statement to customers.

    22 votes
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    1 comment  ·  Customers  ·  Admin →
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  9. Automatic import of items from square register

    Allow automatic importing from other apps, such as square register. So if items are already entered there they will import and sync daily to keep track of inventory that is sold.

    14 votes
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    4 comments  ·  Items  ·  Admin →
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  10. How can I see my future cash flow (recurring invoices) by month ?

    I am a subscription business and want to plan my year ahead based on expected income. What I need from my books is a Future Cash Flow (Sales) report based on my recurring invoices. I need to see expected income by month based on these recurring subscriptions.AT present there is lots of historic reporting but little in the way of future projections.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  11. Sales breakdown by vendor

    Please can you add a feature where we can generate sales reports by Vendor.

    17 votes
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    3 comments  ·  Vendors  ·  Admin →
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  12. mileage tracker

    Having an integrated mileage tracker for those of us that can bill for mileage would be a great help.

    12 votes
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    0 comments  ·  Admin →
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  13. API for Client Portal Access

    We need to provide users access to their Client Portal via API. For example, the user is listed as a contact for their organization in books, I want to send an API request to enable Portal Access for that user.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. customer deferred payment invoices

    customer deferred payment invoices

    Payment notices to invoices remotely 30 days 60 days 90 days based on payment method

    the customer must receive notice of payment amount divided

    eg . bill 01.01.2016 amount € 1,200 payment in 3 installments in 30-60-90 days

    first notice 01/02/2016 amount € 400

    second notice 01/03/2016 amount € 400

    third warning 01.04.2016 amount € 400

    6 votes
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    4 comments  ·  Invoices  ·  Admin →
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  15. Enable multi currency in item prices.

    We should create items in foreign currency purchase and sell prices.

    96 votes
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    6 comments  ·  Items  ·  Admin →
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  16. I would like to be able to customize more the templates of the invoices or estimates

    I would need for example to show only the subtotal but not the total and taxes, stuff like that.

    28 votes
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    3 comments  ·  Estimates  ·  Admin →
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  17. Allow hiding company name in "Show Organization Address" on Invoice Templates

    Invoice templates allow hiding or showing the company address with the "Show Organization Address" option under the Template Properties of an invoice template. However, this also displays the company name.

    This can look redundant for some users who display a company logo right above this.

    Some business names are too long, which causes wrapping, and makes that section look awkward.

    So, having the ability to show the address without the name might be important.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Item History for Customer - Prices for Items Invoiced and Estimated

    Zoho Books - Customer - Transaction gives an overview for a customer as per Invoice.

    I suggest to have an Item History for each customer which will allow us to see existing prices quoted or invoiced to individual customer in the past

    17 votes
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    2 comments  ·  Customers  ·  Admin →
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  19. Deposit payments in Undeposited Funds instead of having to edit the payment.

    Want "Deposit" capability for payments. Now, I have to edit the payment and change date and account to reflect the actual deposit. I want to keep the original payment date and have a separate deposit date.

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  20. Please consider to add gothic font support for Chinese characters in PDF templates.

    there's only one font "New Sung" in font list which can support Chinese characters in PDF template, however, it is not good enough for all business documents. Please consider to have "Hei" font option available.

    12 votes
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