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


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

6167 results found

  1. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  3. We need be able to add costs into our inventory. So we buy a used machine, add our man hours into it and buy parts that are a

    We need to be able to add costs into our inventory. So we buy a used machine, add our man hours refurbishing it, and buy parts that are added to it. Maybe it's bought for $6,000 but we add $20,000 of parts and labor to it, all of which have to be associated with that machine and become part of COGS when it's sold. With Sage - our old accounting system- it was possible. Unfortunately we have no way to do this in Zoho Books.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  4. Mark invoice as sent in bulk but it is not showing any option

    Mark invoice as sent in bulk but it is not showing any option.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Paperless

    we need the option to be able to use tablets for our customers to sign the invoice and delivery note the we can email it to them instantly.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. multi text custom field

    Allow a custom multi line text box under the subject line in estimates.
    This will then allow us to add additional description details for the estimates.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  7. Please add traditional Chinese language set.

    Zoho inventory & books only have simplified Chinese language. Please
    Please add traditional Chinese language.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. tax filing reminder

    Please allow reminder setup for tax dates. GST tax dates are so frequent that a small self-run business can find it difficult to track and remember.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Can We have Accept or Decline Button in the Email Footer itself for Estimates.

    I Agree that Zoho Books is doing a great job when it comes to client satisfaction. But i have seen this in other Accounting Software's. The Option to Accept or Decline an Estimate is placed directly in the Email footer rather than clicking the view Invoice button which directs you to the public portal. The Button that says view Estimate will be replaced 2 Choices Instead, "Accept" or "Decline". When the client clicks accept we get notified via zoho books & when the client Declines, it opens a new tab with the Public Link Portal wherein the client mentions the…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  10. Need to have Negative values to enter into the Accounts Receivable and Accounts Payable Balances

    This issue occurs when doing the opening values due into the Accounts Receivable. The entering of the Outstanding Opening Balance for the Accounts Receivable does not allow a negative amount to be entered. This can happen when a client pays us up front for his monthly services or even just over pays for a invoice. Please allow negative values ie. the Account Receivable clients has a credit amount - we own the client not what is due to us by the client to us.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  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)
  11. POS , Zoho is very very late in introduce PSO

    from my two month experience zoho only suitable for item base sales business , its very poor to control manufacturing business

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  12. Add Tax Payable to manual journal for US

    While the automatic Tax Payable system may work well enough for Sales Tax, there are other taxes which I am obligated to record and pay that it does not handle so well. For example: in my state it is a requirement that we pay Use Tax on items which we do not resell and were not charged tax when purchased. There is no module for entering this type of tax, so I must make manual expense or journal entries. I would like to put these amounts into the Tax Payable account, but I am not allowed to post any entries…

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  13. In zoho books :-duplicate customer and contact merging feature is not same as in zoho CRM

    even if i merge duplicate customer/contact in zoho CRM ..it is again get duplicated because in zoho books there are duplicate customers/contacts exists..and while syncing zoho crm & zoho books duplicated contacts are fetched into zoho crm ..then again in zoho crm there are duplicated records...and it keep on going...

    so pls solve this issue

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  14. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. payroll system per work for temporary employee

    payroll for employee like working on per meter wages or like per kilogram in brick manufacture

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. ERP Kind Idea

    I believe ZOHO is very smart software. But in reporting side, all the reports are such way that, zoho wants to promote ZOHO Analytics and hence don't provide proper reports. This is really unfair. I don't believe that such a smart software can not provide proper reports.
    You must upgrade for reporting because reporting is the only key to manage and understand business.
    In ZOHO Inventory, I have asked many many times for Category wise report but I am still waiting.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  18. match email attachment with expense, or bill from zoho mail extension

    It would be nice to attach print version of email, or attachment, to a zoho book or zoho inventory transaction from the zoho mail app plugin.

    Right now I download or print to pdf, then I go to transaction in zoho books and attach. This is very time consuming

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Release restriction on Custom Field Type

    I have many custom fields however, I am limited to the number of each custom field. I need to be able to have more then 4 Drop downs for files. It would be nice to increase this number or allow a drop down to attach more than 1 file. I really JUST need that!

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  20. comments be updated to include the email address on reminders

    Include the email that payment reminders are sent to in the comments. When you send out an invoice it shows who it was emailed to, add this same variable to the comment created when payment reminders sent out.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base