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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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6628 results found

  1. Autopay for invoices created with API

    8 votes
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  2. change the CSV export of timesheets hours

    Currently when i export time sheets to CSV or XLS i cannot add up the hours or do any sort of analysis without manually changing each record as they are recorded as 7:30 and not in a cell that is the format "Time hh:mm:ss"

    2 votes
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    2 comments  ·  Admin →
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  3. Migrate including attachments to Zoho Books UK Edition

    Enable the migration to the UK Edition of Zoho Books including Attachments, currently if I want to migrate I will lose all the receipts attached to the expenses.

    I do want to migrate to the UK Edition, however I do not have the time or patience to manually export every receipt and re-attach to every expense, it's the one barrier to migrating.

    I wouldn't even mind if there was a seamless migration charge.

    3 votes
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    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
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  4. ability to clone retainer invoices and add items from the list to them so it calculates with sales tax as well

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Add the ability to pay Resources via Books via Wire, ACH, etc

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. Create a Bill for each Resource during Timesheet Invoice creation

    The ability to assign a Cost per Task, or Resource. Task currently track rate per hour, but not cost per hour.

    During the "Create Invoice" from Timesheet process create a Bill and associate it to the respective Client and Project.

    The Bill could in the future, be "Wired", "Check Created" etc. and reconciled to the respective project.

    4 votes
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  7. Easily allow mechanism to offset withholding tax from tax payable.

    I can see how much tax I have to pay based on income and deductions however I cannot offset my withholding tax from this so I do not know how much I should keep for tax.

    1 vote
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    1 comment  ·  Banking  ·  Admin →
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  8. Recent Items Floating Tab

    I'd like to see the recent Items floating side tab that we see in Zoho CRM giving quick access to recent contacts/bills/invoices etc as I find it speeds navigation tremendously

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. Email Reminders based on Service or Product

    We have different services so it would be great to send a payment reminder based on the type of service.
    ie: Consulting: payment reminder
    backup service: payment reminder.. data will be deleted
    exchange: email services disconnected

    etc....

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Support gross payable and total payable

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. implement PO function on the IOS app

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  12. Filter Chart of Accounts by COGs

    Currently, you can not filter in Zoho Books the Chart of Account listing by Cost of Good Sold (COGS). The only option is Expenses. There should be an option for each sub-category (ie Expenses, COGs, Other Expenses).

    1 vote
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  13. Allow multiple expense accounts to be keyed under purchases from an invoice.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Import invoices without creating new invoices but updating info of existing invoices

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Enable customers to be segmented

    We would like to segment retail/warranty and wholesale customers. The relationships, politics, payment terms, and internal training and responsibilities involved is different with both customer types. We currently use 2 Zoho invoice organizations to keep the 2 universes separate, but we would like everything in 1 accounting system. Another issue is reporting. Right now, I can see how many of what I sold to resellers, and how many of what we sold/served to retail customers. I would like to retain this ability, while using Books.

    1 vote
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    0 comments  ·  Admin →
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  16. Add more Bill pay through options

    Option to pay bills through Equity and other current liability accounts

    4 votes
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    Gathering Information  ·  2 comments  ·  Expenses & Bills  ·  Admin →
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  17. Expanding Horizons: Our MLM Software Company in South Korea

    At MLM Software Company , we are excited to announce our expansion into South Korea, bringing our advanced, customizable, and scalable MLM software solutions to one of Asia’s most dynamic markets. As the official partner of LBank, we specialize in assisting clients with token and coin listings on the LBank exchange, ensuring a seamless and efficient listing process.

    Comprehensive MLM Software Solutions
    Our software is designed to support a variety of MLM plans, ensuring that you have the flexibility to choose the structure that best suits your business needs. Here are some of the key MLM plans we offer:

    ✅…

    0 votes
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  18. MLM software company in Texas | MLM Software Company

    Looking for a top MLM software company in Texas? Look no further! Our cutting-edge MLM software solutions are tailored to meet your business needs. Boost your network marketing success with our innovative tools. Contact us today! https://www.mlmsoftwarecompany.in/mlm-software-company-Texas/

    1 vote
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    0 comments  ·  Admin →
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  19. RESIDENTIAL CLEANING

    Welcome to the best apartment deep cleaning services Dubai provided by SHTS. We are solely committed to cleaning and organising your home, in contrast to other cleaning businesses. Our goal is to make your home clean and hygienic so that you may live happily there. We are Dubai's top provider of house cleaning services because of this.

    1 vote
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    0 comments  ·  General  ·  Admin →
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  20. Add alphabet search bar for customer and vendor views

    On the Zoho Desk App, there is an alphabet on the right side of the screen for the customer tab. You can click on a letter and it quickly pulls up all the customers that begin with that letter. It would be great to have the same function in Zoho Books. Then I wont have to always use the search bar to find customers. I can click on the letter, and then scroll down using my mouse. It would be quick and save time. I get tired of using the search bar to find everything in zoho books.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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