Skip to content

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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6410 results found

  1. Two locations within 0.5 miles of each other

    Hi there

    I have a real estate client who is opening a second office within 0.5 miles of the first one. Is it worth creating a Google My Business Listing for it or is there a risk one of them gets filtered out in SERPS?

    Thanks

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Data migration from Zoho books to Tally

    It would be amazing if we could have direct data migration from Zoho Books to Tally as our accountants are more familiar with Tally. Also please suggest if there is any other way by which this can be done till the direct migration service is built

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Migration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Diane winters

    Dnmdbdbdg

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Customer Parent Account or Sub-Customer Account

    Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they make it from the HQ and its including more than one branch overdue invoices. On top of that, in order for them to clear the outstanding of some branches balances, they use many Credit Notes was issued for different branches to deduct from the total outstanding balance to issue the final payment.

    SO, is it possible…

    67 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. AUTOMATIC ENTRY FOR CHANGES IN INVENTORIES-FINISHED GOODS, WORK-IN-PROGRESS & STOCK IN TRADE

    Note No. 16 Changes in inventories
    Particulars 31st March 2020
    Inventory at the end of the year
    Finished Goods 840561.57
    Work-in-Progress 17627219.66
    other inventory 845018.54
    - 19312799.77
    Inventory at the beginning of the year
    Finished Goods
    Work-in-Progress 14704204.00
    other inventory
    14704204.00
    (Increase)/decrease in inventories
    Finished Goods -840561.57
    Work-in-Progress -2923015.66
    other inventory -845018.54

    THE ABOVE CALCULATION HAS TO HAPPEN AND AN ENTRY HAS TO BE PASSED AS MANUAL ENTRY FOR EVERY MONTH SO THAT WE COULD HAVE A CLEAR FIGURE

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Be able to sell and use Gift Cards as a payment type.

    Create a payment type of Gift Card and enable the selling of gift cards with all the proper GL transactions automated.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. 1000269141

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. New American Standard S9V2 Furnace Electric Usage Seems High?

    I recently had a American Standard S9V2C100U5PSBB installed in our house. I was doing some power usage investigation at my main circuit breaker panel and found that when my furnace is running in first stage set on medium airflow (default) setting, furnace display shows 1400 CFM, I am getting a power draw between 850-900 watts on my True RMS Amp clamp (7.0-7.5amps @ 120v at panel) right at the dedicated breaker on my panel. I had the installing company out today fix some other issues and they did a total static pressure test and had 0.25" WC as the reading…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Add tab with Spreadsheets to Invoices, Estimates and Sales Orders

    In Estimates (and Invoices and Sales orders?) add TAB with SPERADSHEETS. With this option, we can have all cost calculations used to create current transaction (Estimate, Invoice, Sales Order). When we need create similar transaction, then we can copy old one and modify spreadsheet to get new costs.

    At this time we can connect external spreadsheets, but when we copy transaction and open connected spreadsheetand save new data, we will lost old calculations (on old documents we will have connected spreadsheet with last saved datas).

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  10. Fresh water pump inop?

    Good morning, our Jabsco water pump model #31750-0000 (3.7GPM) needs to be replaced.
    Having a hard time trying to find one in stock.
    Left an email with the manufacturer hoping that they have a similar model replacement. Really do not want to re-plumb the piping.
    Was wondering which model that you went with. Did you have to redo the plumbing with the replacement pump?
    Thank you,
    Gary
    Mainship 34T 2009

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. I WANT MULTIPLE DISCOUNT IN INVOICE

    I WANT MULTIPLE DISCOUNT IN INVOICE

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  12. Adding Quick Tax method for Calculating GST and QST Remittances

    In Canada, you can subscribe to the "Quick Method of Accounting for Calculating GST and QST Remittances" - This means that while you charge the regular % of taxes to the client, you do not have to remit the same percentage to the government afterwards.

    This only means that once you have chosen that option in Zoho and chosen the appropriate rates that apply to you, the GST and QST Remittances reports settings will be modified to take into account those rates at the correct lines.

    Here is more info on the method and rates for QST :
    https://www.revenuquebec.ca/en/businesses/consumption-taxes/gsthst-and-qst/reporting-qst-and-gsthst/the-quick-method-of-accounting-for-calculating-gst-and-qst-remittances/applicable-rates/

    Here…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. Assign user to a branch

    Currently a user can access all branches. It would be great if a user can be assigned one particular branch instead of the default branch.

    20 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Easier Receipt Upload from Mobile App

    Make uploading receipts from mobile app quicker and easier. It would be nice if receipts could simply be uploaded and categorized later, or even better some of the basic information extracted and details could be changed later. This will make the receipt upload process take mere seconds while on mobile app. Most clients are busy and if we make it as easy as possible to get receipts uploaded, that will help everyone.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Mobile App  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. Fat burner

    What's a good fat burner?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  16. KlikBCA Business Account automatic import statement

    Please include automatic import of indonesia klikbca business account.

    Thanks in advance.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  17. Intergrate whatsapp with Zoho for sending invoices and payment reminders.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  18. Copy existing transaction rules from one account to another account

    Would be a massive time saver if you could copy existing transaction rules from one account to another. Not sure if this is an existing feature though...

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Transactions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  19. Business Management Software

    Sage Software Solution is a leading provider of the Best business management software in India (like ERP, CRM, and HRMS). Contact us now for a FREE Trial!

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  20. cms@wriston.co.in

    Budgets have a option to prefill based on a % of previous month. Give an option to prefill based on the total income. This will help a lot in using this tool, as generally we all reduce the fixed cost and increase the variable as we move from capex to opex.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
1 2 … 52 54 56 … 320 321
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)