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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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  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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6725 results found

  1. GST

    In Australian edition:
    Requirement to show GST for New Zealand on invoices but do not want to report if for BAS as it is reported and paid separately

    1 vote
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  2. Holiday in Time Sheet

    Users often mistakenly enters hours in holiday, eg: Sunday. An option to define certain days as holiday is preferred

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  3. More grouping options when generating invoices from time sheets

    More grouping options would be very useful when generating an invoice from timesheet entries. In particular I would like to be able to group hours by project by week and project by month. Task by week/month might also be useful.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. you add a report are for delivery date

    I think your report view should have the delivery date as a viewable option. This would be a tremendous help for following up on orders.

    11 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  5. Categorizing- Reference option that copys description automatically

    I greatly appreciate the recognized transactions feature. A way to optimize this would be to have an option that automatically copies the description of transactions and enters it in the reference #. Without this, you manually have to copy and paste the description into the reference # and is very time consuming. If this is already possible somehow, I would love to learn how to do it. Thanks again for the great software.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  6. Link the Bill to the PO

    Can you please link the Bill back to the PO?

    2 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  7. enable us to see account registers

    In Quickbooks I can see an account register for any balance sheet account (asset, liability or even equity), including postdated transactions. That's pretty essential for us.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  8. There can be a editable and non editable of field data of stock items in invoicing.

    There can be a editable and non editable SETTING option of field data of stock items in invoicing.

    bcz , when a user is given rights only to create a invoice, there are lot of chanaces to change the price of a item and invoice, which is un easy to check for a admin to always check the price was invoiced right as set while creating the item.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. 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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    1 comment  ·  Admin →
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  10. 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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  11. 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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  12. 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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    1 comment  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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    0 comments  ·  Third Party Integrations  ·  Admin →
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  17. 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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  18. 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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  19. 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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  20. 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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