Often times one person is responsible for managing and making payments for more than one of our clients. We need a person, single email address, to be able to log into the client portal for multiple clients.

ten minutes and still not answered.
Can you import qucikbooks file?

Please provide Quickbooks Online migration tool to Zoho Books

Add text formatting (bold, underline, italics) to templates where custom code is available like these sections "Add Attention Content", "Organization Address Format", "Customer Address Format". I have done this in programs where you have to add double asterisks before and after the text that you want to be bold, or // before and after you want to underline

Access permission to a specific bank
I see it's an important feature, specially if you are using "staff - assigned customers only", because in this case, these users have limited access to customers but they can see all bank details and transactions (for all customers).
You have only one option to remove access to all "Banking" module and that's not logic because it's important sometimes to give them access to banking module for currency exchange or transfer between accounts.

1. Delivery Note can generate delivery date or other custom field from invoice.
2. Delivery Note can add/ modify packing information. ex: unit is piece however it can be shown box/ pallet as well in the paper.

These payments would negate the requirement that a retainer invoice be used.

This option will fix quite few issues related to banking feeds sync

1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction

2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates

3- we should have an option to use search / filters using dates, description to find a transaction if we need to

any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition. already using ROPS7 of Gofrugal technologies with tally integration adapter want to switch on zoho books.

I'd like to be able to change a currency for an invoice without having to re-do it.

We'll invoice a client in GBP but then they'll ask for an invoice in EURO. It's silly that we can't simply convert the current invoice instead i have to delete it, change client info and then re-invoice.

I would like to request for the feature of Filing of ITC 04

We cannot currently use Zapier to bring in sales invoices from our online store (Bigcommerce), because Zoho Books does not provide a line to enter a batch number, but rejects the incoming invoice because it lacks a batch number!

Please finish the translation to Brazilian Portuguese

please inform me what is stopping my withdrawals from zoho or crm

I see that when creating Invoices, it's easy to add Shipping costs. However, with creating a Bill, it's not the same. I'd expect feature parity there. If we could add the ability to enter Shipping charges in the same location as Invoices, rather than having to enable Landed Charges, and enter is as a line item, it would be great. Let me know if that doesn't make sense.

The Projects that you have in Zoho Books to be pushed to Zoho people

It will be best we the export invoice or record in zoho books will have design to so it will be appealing to me as a user.

When adding an item to a price list, you must scroll through the full list of items until you find what you are looking for. the process is both time consuming and frustrating.

Dhivyanshuparmhans/all (opation)