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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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350 results found

  1. activate the bank feed which got accidentally deactivated

    There should be a feature which can help to activate the bank feed back when it got accidentally deactivated

    1 vote
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  2. Allow the creation of checks that aren't connected to bills or vendors. We need to create standalone checks without any transactions.

    Allow the creation of checks that aren't connected to bills or vendors or any other transactions. This would allow me to print a check for standalone payments or even to be able to print a check to refund a customer. This may ruin our transition to Zoho Books completely.

    3 votes
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  3. 1 vote
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  4. Integration with mercury bank

    Integrate with digital banks like Mercury in the US, xero and quickbooks already do it, I if I can't integrate with mercury I will have to choose one of them unfortunetly

    3 votes
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  5. Manual Transaction Work Load

    Paying bill with different currency than base currency and transfer money directly between 2 different bank accounts except of base currency for solution of manual transaction work loads

    3 votes
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  6. Add the ability to change the bank login URL, especially as banks change them to increase security

    Allow users to change/update the banking login URL to reduce errors and broken feeds

    1 vote
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  7. Add the ability to change the bank login URL, especially as banks change them to increase security

    Allow users to change the login URL for their bank(s) to reduce the problems with broken feeds

    3 votes
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  8. 3 votes
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  9. KlikBCA Business Account automatic import statement

    Please include automatic import of indonesia klikbca business account.

    Thanks in advance.

    3 votes
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  10. Sync transactions between multiple Zoho Book Banking accounts (Independent organisations) - this would very useful to consolidate payments

    Sync transactions between multiple Zoho Book Banking accounts (Independent organizations) - this would very useful to consolidate payments, especially for holding companies with multiple divisions under one group.

    3 votes
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  11. auto sync bank feeds

    Bank feeds should not need to be manually initiated or varified. The bank transactions should automatically sync/pull from the bank based on a schedule.

    For example, I am a long time Quickbooks user and the bank feeds are pulled/updated automatically daily. The trigger is the first login of the day.

    I am strongly considering leaving Zoho because of this missing feature.

    3 votes
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  12. Finnish bank integrations

    It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!

    1 vote
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  13. add LCL Crédit lyonnais Bank

    is not available in ZOHO bank integration,... As CIC, Crédit mutuel bank do ! Why ????
    I suggest to add LCL Bank with EBIC format French Bank
    Many thanks

    3 votes
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  14. Document the password restrictions for the Zoho/Yodlee integration

    When adding a new bank, I received the error below. This is because the Zoho/Yodlee integration is truncating passwords at 40 characters. If I change my bank's password to 41 characters, I get that error. If I change my bank's password to 40 characters, it's accepted and I can add the bank to Zoho. This is not specified in the docs or help articles. The message is so generic that it doesn't explain what the problem is. Please document this. It's not that hard. Changing the message to indicate "passwords more than 40 characters will cause problems" is simple enough.

    1 vote
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  15. Be able to transfer money between banks with different currencies

    If you have multiple bank accounts and need to transfer money between them how do you deal with this?

    1 vote
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  16. search for a transaction amount

    The ability to search for a transaction amount within the banking area

    1 vote
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  17. Bank account QR code

    Hi, Bank Account details can be converted into QR code.

    1 vote
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  18. Bank feed update notification

    Option to enable push notification on Books app when a bank feed is updated and new, uncategorized transactions are added.

    3 votes
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  19. Match transaction by searching invoice number

    When a bank statement is uploaded, there is option to match invoices. The "Best Matches" only able to find invoices that have same amount. In my case, most of the transactions are pretty much have a same amount. Also the description of my bank statment included the invoice number. However, there are no option to find match invoice by searching invoice number.

    3 votes
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  20. It would be very helpful if there was a way to move different parts of the check printout

    It would be very helpful if there was a way to move different parts of the check printout around so that proper alignment of checks can be achieved. In addition, it's essential that the system allow multiple check printouts to be edited and stored so that users with different printers/printer drivers can print checks without having to buy a bunch of new hardware.

    1 vote
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