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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

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

6956 results found

  1. able to update bank account final ballance and record the transaction detail later

    since mostly I open zoho books on android version, I find it not efficient for me to wirte down bank accounts final ballance, calculate the margin either plus or minus, and then enter that on zoho books.

    It would helped a lot if you just let me update the final ballance on zoho books, you (zoho) calculate the different and I assign the proper category for the transaction. Than I would be happy

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  2. Mass Link or Bulk Link of Vendors and Customers

    Hi, I am migrating from existing accounting software into Books. And we have about 300+ customers who are our vendors too. Currently I am manually clicking it to ensure we can link the customers and vendors together. If you can develop a bulk link or mass link of vendors through CSV will be the best solution!

    Thanks!

    1 vote
    1 comment  ·  Admin →
    How important is this to you?

  3. books customer portal can show items

    from CRM customer portal , it can show products to customer

    Do I need to provide 2 portals to the same customer

    CRM portal from products, BOOKS portal from the transaction

    In this case, the user experience is poor

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  4. This must be where customer's ideas go to die....

    ...because I rarely see any Zoho feedback here.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  5. add vehicle asset tracking.

    In most of our organizations, there would be few vehicles which are run for business purposes / leased for business purposes. It is necessary to keep track of these and ensure periodic maintenance and proper monitoring. So the ability to add upto five vehicles with registration number would be great. So the entries under this would be
    1) Periodical mileage(km/miles run) update with date
    2) Expenses for fuel/service - link to bank/petty cash, driver DA/TA
    3) Preset service intervals ( eg: every 10000 kms/ 3 months from last service) etc

    2 votes
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  6. Delivery note

    Combine more than 1 invoice to 1 delivery note because in some occasions, we need to issue separate invoices for client but the stuffs will be delivered in one go.

    Thanks.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  7. integrate with Gravity Payments

    We have been customers of Gravity Payments for many years - they have the best prices and best customer service of any credit card processor we've ever seen or heard of. I would prefer to use them as a company over others you offer in integrations - so much so, that I wouldn't even consider moving to online processing unless it could be with them. Check them out: Gravitypayments.com. Let me know if you need a contact there.

    1 vote
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  8. Project number must be unique number which must be tracked in transfer order as well

    Project number must be unique number which must be tracked in transfer order as well.As currently there is no facility to issue material to projects.else there should be facility available to issue material for each project.After issue material to project it can be bundled and sent by invoice.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  9. Bank Feeds - reduce the number of clicks and default to todays date

    It takes 5 clicks to update a bank feed:
    1. Select the account
    2. Select Refresh Feeds or Sync now
    3. Select Date
    4. Pick the date
    5. Click Refresh

    This is very time consuming when you have multiple accounts (I have over 10).

    It would be better if:
    a) There was a quick refresh option on the Banking Overview screen defaulting to todays date - ideally for all bank accounts at once, or next to each account

    b) the date pop-up automatically defaulted to todays date - one can always move it back if required

    0 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  10. Export Attachments when exporting the Journals, Invoices.. in PDF

    When we make a manual Journal, or invoice, we already have the option to attach files. We want to have an option to download the Journal/Invoice with the attachments we uploaded in one single PDF.

    4 votes
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  11. WE WANT ONE TEMPLATE SIMILAR TO TALLY

    CURRENT INVOICE TEMPLATE ARE LENGHTY AND ALWAYS TAKES TWO PAGES.
    ITS WIDE WASTAGE OF PAPER JUST DUE TO BAD DESIGN OF INVOICES

    1 vote
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  12. The adjustments field on estimates should include multiplication

    I want to use Zoho for my rentals company but cannot find a way to enter in a number of billable weeks. The adjustment field would be perfect if it allowed multiplication.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  13. Balance Sheet for Project

    Create a balance sheet for a project.

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  14. checks, allow more data be put on check stub.

    Printing checks, I need to put more information on the checks stub for checks written.

    3 votes
    1 comment  ·  Admin →
    How important is this to you?

  15. We'd like to be able to refund customers on purchases if they paid via credit card (a more complete integration with payment vendors)

    We'd like to be able to refund customers on purchases if they paid via credit card. This would essentially be a more complete integration with payment vendors. If a customer requests a refund over the phone you can navigate to the paid invoice and issue a refund to the original point of purchase.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  16. Require Reference# on sales orders to be a unique number to prevent duplication of order entry.

    I would like to be notified whenever I enter a new purchase order from a customer for which the Reference# is already found in the system.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  17. Cliq

    With Books, we have 10 fee earners recording time, and we want to be able to use Cliq internally. A fee earner can then send to another fee earner to review the invoice, and others can chat on it to ensure it is correct. At present, you can only use the comments section which is static and you cannot alert another fee earner of this comment without sending an email. Salesforce allows this on all items, and Cliq should be integrated like this as well!

    3 votes
    1 comment  ·  Admin →
    How important is this to you?

  18. Clone mean has to be a pure Clone, software can not have it's own input in Cloning.

    Clone has to be Clone, Software can not over ride the Clone settings figures and taxes.

    i also suggest that, 1 x 0 = 0 and 0 x 1 = 0 means some time in an estimate we need to keep items zero but need to show if you are buying the prices will be x, you should permit the same.

    At the same time some time we are giving some items as free of cost and we need to just adjust our qty in our stock so in Estimate we might write item 1 qty 1 and prices =…

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  19. we should be able to attached documents like PDF and JPG files with all sales and purchase bills or invoice, which we should be able to mail

    Per Entry we should be able to add related PDF / documents and Jpg files with each sales invoice and while mailing clients our invoice we should be able to attach them. i.e. when doing some projects, sending an invoice only is not a requirements, but they are also asking for challan signed copy, AWB copy or when it was delivered etc etc, getting those details from the physical files becomes hectic and time consuming job. This will help to send all the data to client via mail on a single click.

    1 vote
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  20. Change BAS frequency without having to delete and refile all previous BAS

    Ability to change BAS Frequence without deleting all previous BAS filed.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
1 2 … 145 147 149 … 347 348
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)