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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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6185 results found

  1. Create a ZenDesk App specifically for logging time against projects

    I would really like a ZenDesk app that would have two functions.

    1. It would lookup the customer by matching the ZenDesk "organization" name to the customer company name.

    2. It would then filter to show projects associated with that customer. From there someone could easily select the correct project and task and then if it filled in the ticket ID and subject from the ZenDesk ticket into the notes field for the time entry on the project that would make logging time through ZenDesk super easy.

    6 votes
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  2. 增加扣款单的功能

    1. 当货物有后期发现的零星不良时间,需要扣款处理(此时间款项已付,需要从其他的款项中扣回)
    2. 当来料导致其他额外的损失时间,需要扣款处理!

    目前的系统无法实现此功能!需要增加!

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  3. Proforma Invoice & SMS updates right from estimates

    Proforma Invoice & SMS updates right from estimates

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  4. Sales Order / Invocing Module - Quick View of Customer's previous Invoices

    Namaste, While preparing Sales Orders or Invoices, need quick view of customers previous invoices - to match price. - ammu foods

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Add allahabad bank current ac url to direct import statement

    Add allahabad bank current ac url to direct import statement
    Most business run with an current account, so please add url to import statement of popular banks. For example Allahabad bank saving ac can be imported but current account adding facility is not there.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  6. by date

    Allow Filtering of Transactions by Date by entering start and end date

    It is hard to search for each transaction otherwise.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  7. allow minutes in project hours

    currently when you convert a quote you to a project you cant add 1/2 hours into budget project hours.

    this needs to be sorted, not every quotes in round hours

    1 vote
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  8. plooto

    Bill Pay solutions for business.

    1 vote
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  9. checkbook.io

    A digital Check service to pay bills.

    1 vote
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  10. Allow companies to edit the credit card autocharge authorization statement.

    To complete a payment, it is unnecessary to check the authorization box. Yet, many customers check the box because it seems required.

    Many customers do not read the entire statement and the word "automatically" is at the other end of the screen from the checkbox, thus never being read.

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  11. Advance Against Purchase order.

    Need book Advance against Purchase order. kindly suggest a option in it.

    8 votes
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  12. Item Adjustment

    When doing stock adjustment, I want to be able to adjust many products in one transaction

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  13. 1 vote
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    0 comments  ·  Banking  ·  Admin →
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  14. Bills Payment - Customization

    Should have option to customize the bill payment voucher so that it can printed & stored as per organization requirements

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. 1 vote
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  16. Create returnable delivery challans.

    We have the functionailty to record returns on challans, but we need to have challan type as returnable, where all the goods are returned. This is for service providers who send equipment to customer site and take back the same when service is completed.

    11 votes
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  17. 1 vote
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    0 comments  ·  Admin →
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  18. Auto Backup in ZOHO BOOKS!

    Need auto backup in zoho books!
    currently the backup is only initiated once the user requests. This has to be automated, every 7 days or 15 days.

    8 votes
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    1 comment  ·  Admin →
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  19. desktop notification

    There should be desktop notification system for payment recorded with post dated cheque. There should be a desktop notification system to remind the date of cheque deposition in bank.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  20. PreSelect Reminder Date and Local Time for Reminder or Auto-Invoice/Estimate sending

    The actual reminder system may generate reminder at inappropriate dates, e.g. over weekends or public holidays like Christmas, client birthdays etc.. That is according my understanding, bad timing.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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