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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.

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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6408 results found

  1. old balance of clients, while switching the software

    Enter old balance of the customer while entering new client or switching from another software.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  2. we would like to have advance receipt as an option in sales

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. more than one custom field

    More than one custom "Check Box" and "Dropdown" field for Items.
    Very restrictive when trying to define and manage a large inventory

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  4. Please can you create a way to separate customers into SUPPLIERS and CLIENTS?

    Some we sell to and some we buy from....obviously this should be split in Customers list. Right?

    8 votes
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    0 comments  ·  Customers  ·  Admin →
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  5. Integrate with payment gateway ( http://payonline.ru/en/whoweare/ )

    Our business requires accepting payments from our clients using this payment gateway http://payonline.ru/en/whoweare/

    Please, make integration with them.

    Thank you!

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  6. Customers account Balance on Sales Order

    It is good for our orders processor to see the balance of the customer on the Sales Order to prevent processing orders of "Blocked" or customers that are over their credit limits.

    3 votes
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  7. Customer notes on Sales Orders

    Some customers have different product and ordering preferences, making use of the Customers notes and then seeing the notes on the Sales order screen will allow us process the order correctly.

    3 votes
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  8. Invoicing for services on a per day basis after entering unit rate for an item for the month period

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Books and Motivator - use the existing technology from motivator and make it available in zoho books

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  10. Report Settings - Only Display Non-Zero Amounts

    It would be nice if you could only show non-zero amounts when running financial statements in Zoho like you can in QBO.

    1 vote
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  11. How to view data based on fiscal year? By default.

    Need future to switch to fiscal year and ability to view the data for that year. It is confusing to view all the sales orders by default.

    5 votes
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  12. all transactions

    In Banking ALL TRANSACTIONS, you should have a divider line between past transactions and future transactions or color the background of future transactions in a light gray to distinguish between them. Also, since the “Amount In ZohoBooks” only displays the total for past transactions, it would be helpful to also include a total with the future transactions.

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. I CANT ADD MULTIPLE PRODUCT AT A TIME OR ADD A FEATURE OF PRODUCT VARIENTS

    1 vote
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  14. Payment Terms

    Can you please add the payment terms filed in AR and AP aging report.
    We are unable to identifying the terms for the invoices in the reporting.

    9 votes
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    1 comment  ·  Reports  ·  Admin →
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  15. Unlimited shipping addresses per contact

    21 votes
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    1 comment  ·  Customers  ·  Admin →
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  16. Enable User-Selection Required Fields

    Would like to see the ability to make more system & user-defined fields required, such as Salesperson

    1 vote
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  17. Short videos of how to use each module, with explanation about each word meaning

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Picture of Client

    Re:[## 16795043 ##] Good Morning. With reference to my last discussion with ZOHO Sales IQ Team. I requested for option of Customer Profile Picture. As we are dealing in real estate sector in which customers requires their picture on their statements. Waiting for you...

    1 vote
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  19. 'Create Invoice from Attachment' button - Office365 integration

    We are an Office365 organisation. Every time a vendor sends an invoice, the invoice is attached to an email. Instead of having to open the email, save attachment to desktop, rename it, then go into zoho books, create invoice, then upload the invoice...imagine if we could simply (in outlook) right click on an attachment in email, and have a zoho option such as "Create invoice with attachment" which would open a new browser window with a 'rename' input text box option, automatically create a new zoho invoice with the attachment already uploaded. this would significantly reduce workflow and admin time…

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  20. Pre-reconcilation box in transaction register

    add ability to check mark or a status box (clear or reconciled) in transactions in the register as a way to pre-reconcile transactions like QuickBooks

    3 votes
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