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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.

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  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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6166 results found

  1. Ability to create sub folders in documents

    Ability to create sub folders in documents to manage bills from vendors and also store company information

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  2. Need to view the specific Avalara integrated records in Zoho Books Estimate, Invoice

    Once upon a time I am enable avalara integration and create the one record. then disable it. But, Now I try to view that record. I understand is that not possible now.

    3 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  3. adding new items In zoho books and see in inventory

    When I add a new item or purchase order with a new item it doesn't appear in inventory. In order to see the new item in inventory we need to add the item through inventory. So it is a long way to make it

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  4. be able to select which vendor (or user and role) has access to which items

    I have 2 differents type of vendors :
    - Classic
    - Technico

    Some items are same for each type of vendors, some else ...not.
    It would be nice for each vendors to have only choice of their items display in estimate and invoice.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  5. Export reports to Google Sheets in Drive

    There is no option to integrate reports with Google Drive or export to Google Sheets. It would be greatly beneficial to be able to schedule reports to export to drive to share with others in the organization.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  6. Modify View on Customer Record relating to Sales Data (Invoice, Payments, etc)

    We add custom fields to invoices, sales orders and other transactions that help us identify what the transaction is for. A simple example is a field named "Memo". When we view all of the transaction on the Customer Screen we are not allowed to add any additional fields to this screen. So I can see all of the invoices, but I can't really tell what they are for. Having the ability to add fields to these views would help us with our efficiency

    1 vote
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  7. More information on Ship Notices to prevent confusion.

    When our shipping department packs and ships an order, they send the ship notice to the customer saying the package has shipped. Problem is it only shows a Shipment number and this confuses the customer. They expect to see their Order # and their PO #. Customers call back thinking it is not their order, confused and wanting explanation about the notice and the new document number ZOHO generates for the shipment. That notice should include the Order # and the PO #.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  8. Total page numbers at invoices

    There should be a total page number at the footer of the invoices.
    i.e. Page 1 of 8
    This is very crucial and urgent.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  9. Can I process my UNIX website that is brand new with VISA only,. skatertrust.com and empirematrix

    we have great technical support for hosting and would be glad to give you some tips to make it easy to process VISA on your UNIX website
    just email us at falcondenver@protonmail.com

    1 vote
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    1 comment  ·  Online Payments  ·  Admin →
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  10. Do you have manual records that you would like an affordable solution to computer records at Empirematrix

    2 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  11. Make your production accounting simple and easy and afforadble with Empirematrix

    1 vote
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  12. Skip an recurring invoice

    Let you you need to skip the next recurring invoice, I don't want to have to stop, and then have to remember to start it,

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Run Recurring invoices early

    Can you make it possible to run recurring invoice early, let say I have it set to run on the 15 but this time only I want it to run today, the 13th.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. We need Freeform for Drop shipping that does not include our Customers address above the ship to address line.

    When doing a drop ship. The Customers Business name appears above the address line. Causing Confusion.

    I am drop shipping for my Customer to their customer, Only their Customer's name should appear in the Ship Address.

    This also happens when I drop ship for my customer through my vendor to end user. I have to print the PO. Mark out the double name and then scan it , then send. Real hassle.

    Ship to Address field should only contain exactly what I key in that field. Do not add in the account name above the ship to address.

    1 vote
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  15. Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).

    I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  16. Allow inventory tracking on purchased items

    Presently all items created are listed if the sales check box is selected which provide the inventory and stock level. If the purchased check box is checked the item is not listed in the available items for sale which is useful if the item is not for resale but assemble. But you can not track the stock, which give a false business valuation

    If the purchased option is check and the sales in not check there is no inventory option.

    If we could have track the purchased items we can produce a simple manual assemble function, using the stock adjustment…

    3 votes
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    1 comment  ·  Items  ·  Admin →
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  17. Composite Item or Bundle Item, Kitting

    Item buy/sell individually as usual but when multiple item will form a bundle or combinations of multiple items then how do we manage in Zoho Books ? for example I am a shop owner, selling Tea, Biscuits & Snacks. If i want to form a Bundle item namely Tea Combo which will consist of Tea, Biscuit 2 types, sugar & Milk. and that too in a different price as a offer not as in all item price, also that should be refelect in inventory individually.

    7 votes
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    2 comments  ·  Items  ·  Admin →
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  18. packing list with value of goods

    Please add value column in the packing list while printing invoice available in zoho books. Value is also mandatory in packing list. AS of now only quantity is shown, which wont help the purpose of packing list.
    Thanks in Advance

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. negative number in expense details for zoho books

    Currently, negative numbers cannot be saved.

    1 vote
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  20. Android 10 - Gesture Navigation and Receipt Cropping

    Recently, Google has added "Gesture Navigation" to Android. This allows you to go back to a previous screen by swiping left or right on the phone screen.

    To crop a receipt in the Android app. the cropping frame is very close to the edge of the screen. On several occasions, I have accidentally navigated backwards from the cropping screen.

    Could you make the cropping frame in the mobile app a little smaller so that it is not so close to the edge of the screen?

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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