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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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6971 results found

  1. showing item quantity in a customer statement

    i need to show quantity and item detail in a customer statement. currently I can show only invoice amount and date.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  2. 1 check for multiple vendor invoices

    When printing vendor checks, if you have multiple invoices to pay to the same vendor only 1 check should print listing all the invoices being paid. The check should be for the total of all the invoices. The way checks print now wastes checks and is costly.

    2 votes
    How important is this to you?
  3. Create reports with % change of each line item based on relative periods

    If I look at side by side comparisons of a P&L relative dates report for example, I would like to see the percentage % change from report to report to better understand what is happening with the business - simple!!

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  4. Show Physical stock available for sale on order entry screen

    When keying an order in BOOKS, the stock status is shown below the Qty field.
    This number is often totally useless and causes false assumptions as it is showing accounting stock instead of Physical and the Available for Sale count, which is what matters. Unless you click on the link and drop down the field, then click on physical stock, you are looking at information that will lead you to tell your customer false information on inventory.

    4 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  5. reference number when categorising bank feed Deposits.

    Ability to manually add an internal reference number when categorising "match transactions" in bank feed Deposits.

    9 votes
    1 comment  ·  Admin →
    How important is this to you?
  6. 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
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
  7. 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
    How important is this to you?
  8. 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
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  9. 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
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  10. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  11. 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
    0 comments  ·  Admin →
    How important is this to you?
  12. 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
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?
  13. 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
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  14. 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
    How important is this to you?
  15. 2 votes
    0 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?
  16. 1 vote
    0 comments  ·  Admin →
    How important is this to you?
  17. 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
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  18. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  19. 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
    0 comments  ·  Admin →
    How important is this to you?
  20. 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
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
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