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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.

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  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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6159 results found

  1. Have a snapshot feature

    I would recommend that you have a feature so that the entire organization incl current data can be snapshot into a dummy organization. That way users can test changes like taxes etc in the test system before applying them to production. Currently the feature of clone settings is limited in terms of data copy.

    3 votes
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  2. While we filter with criteria we would like to get the total of it. Nice to add a calculator tab as well.

    Try enhancing your filtering options by adding total to every advance filter that is made. Also try adding a calculator tab as in Tally. Also provide shortcut keys to enable tabs and features like we do in tally and other erp softwares so we can avoid using mouse and finish our work at a faster pace.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  3. New credit card gateway with zoho books, invoice.. BIG MONEY SAVINGS TO GET THIS IN

    the software is known as 911 or creditline, you can pick your own processor it works with all of them. There is a one time license fee. there are no batching fees or transaction fees added like others. they also have an online gateway cloud9. You are not locked into any one processor, you can pick who you want to use based on the rates they are offering.They will work with ZOHO all integration from there end is free. This would be a great win for the ZOHO clients to pick the processor they want with out fees being add…

    3 votes
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    1 comment  ·  Online Payments  ·  Admin →
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  4. Customer Portal Combine

    Allow Client to access there account information from books, inventory, and subscription from one portal login

    1 vote
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  5. Is there any way to show bank transactions that haven't been reconciled?

    Is there any way to show bank transactions that haven't been reconciled?

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  6. 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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    0 comments  ·  Third Party Integrations  ·  Admin →
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  7. Desktop Edition

    Would be great to have a Desktop Software for Zoho Books which can sync across the servers. I dont have good internet connectivity.

    7 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  8. Add Tax Authority related fields to the available fields for sync with Zoho Reports

    I would like for these 3 fields from the Contact record to be available for syncing to Zoho Reports. Tax Preference, Exemption Reason, Tax Authority

    0 votes
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  9. I would like to create an estimate from a (one or more) project / activity, to then issue an invoice at a later time

    1 vote
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  10. Filter : Quotes by sales person

    Hey, it would be great to have a filter on quotes by sales person. I can't see how many quotes (and the amount of the pipeline) have been done by salesman for a specific period.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  11. Matched transactions

    In addition to viewing recognized transaction, I would like to see a list of transactions that have a match.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  12. books can be the base for the administration of buildings and condos, just a little ajustments and it can work, i have some ideas for do tha

    1 vote
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  13. Upload from All Files and not just from Inbox in Bills/Expenses

    Please Offer the option to upload from All Files and not just from Inbox within the Documents section when attaching receipts to a bill

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Automatic quantity totals

    I bill on a daily rate on a monthly basis. it would be helpful to be able set up in reoccurring invoices the option to have a field to total the amount of days in the previous,current or following month that gives a total bill for that month

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. re-arrange the sequence of rows in app

    in the app there is no option to rearrange the sequence of rows in estimates or invoices. eg. its not possible to take the last row of the estimate to the top of estimate. or insert a new row between the existing rows.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  16. Provision to Add Supplier Name & Supplier Amount While Creating Invoices

    We have cases wherein we also sell third party products. In such cases currently we need to create an Invoice in Sales and concurrently in Purchase.

    This process exposes of possibilities wherein accounts forgets to update the supplier details under Purchase Invoices and is only realized once an invoice is received from our supplier.

    Further if the supplier does not send the invoice for a quarter (in our case they have not bothered to send us the invoice for 8 months) the monthly balance sheet would emulate incorrect data. Hence we would propose if there can be a provision wherein…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. For Payments allow a setting to not allow credit cards over a certain amount

    For some of our larger invoices, we lose a lot on the credit card fees, having an overall dashboard setting to not allow credit card payments for invoices over a certain amount would be helpful

    3 votes
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  18. Provide the ability to keep track of Discounts given on Invoices

    Keeping track of discounts on invoices would let us show ourselves and the customer what they have gotten

    3 votes
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  19. Unit cost should appear in FIFO report

    Unit cost should appear in FIFO report

    4 votes
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  20. arhab

    merci

    1 vote
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