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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6971 results found

  1. Copy & paste Ship to field

    We sell to the same customers repeatedly but due to the nature of our business, we rarely ship to the same location. In Quick Books we could copy and paste the address. In Zoho, we have to Set up a one time address and that takes up valuable time. We had to add a Ship to item to make this work for us. I suggest you provide both options.

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

  2. Memorize Customized Reports

    Need ability to memorize customized reports and save as a separate report name. We waste a lot of time constantly recreating the same reports.

    27 votes
    2 comments  ·  Reports  ·  Admin →
    How important is this to you?

  3. Invoice viewed

    With out the client creating a portal you should send notifications when the invoice is opened after being sent.

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

  4. Ability to add multiple Stripe accounts for payments

    We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.

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

  5. timesheet module, calendar view

    In the timesheet module, calendar view; can we get capability to only see entries from a single user in this view?

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

  6. Ablity to track the discounts given customer wise and date wise

    Under discounts, we are currently unable to track how much discount we have given to each customer in a time period like month, year etc. It is important that we can track how much discount was given to each customer in a month or year as we generally have an upper cap for this customer wise.

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

  7. UNITS FOR ITEMS

    how to add units for items

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

  8. Enable a file to be generated of due payments that can be uploaded to online banking, particularly needed for 20th month payments.

    We need to be able to generate a file out of Zoho of payments for our online banking. This is an activity that is needed on a regular basis. It is surprising that shch functionality has not been provided as standard as every business needs to make payments.

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

  9. ID empresa en Información general del negocio

    Información general del negocio

    1. Beneficio y pérdida
    2. Estado de flujos de efectivo
    3. Balance general

    Me gustaría que (ID de la empresa) puede verse reflejada en documento PDF Información general del negocio, ya que para colombia es un requisito que el (Beneficio y pérdida, Estado de flujos de efectivo, Balance general) tenga debajo del nombre de empresa su ID EMPRESA.

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

  10. bulk categorize

    while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…

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

  11. Customer statement in french

    Is it possible to have a customer statement in french? I have my template in english but trying to add a french template but was not able to do so.

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

  12. Transfer Order

    Custom Fields on Transfer Orders.

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

  13. Add Zapier triggers for updating contacts

    I'm thrilled that Zoho has Zapier integration, but I'd love to have the option to search for a client by email, and only then add a new contact. On the flip side, I'd like a trigger that if a contact is UPDATED, then do XYZ.

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

  14. Can you please add more granular access to reporting?

    It would be really helpful to be able to grant access to specific reports inside of a role.

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

  15. Bnp Paribas Entreprise

    Impossible d'utiliser le rapprochement bancaire avec la BNP entreprise

    https://secure1.entreprises.bnpparibas.net/sommaire/jsp/identification.jsp

    En france

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

  16. Import to Zoho Books option in Zoho invoice weblink/email

    In the invoices weblink included in the mail sent to customer, add an option to import in to Zoho Books as bills. So if the customer is also using Zoho books, they can easily import that invoice as Bills in to their Zoho book. With increasing user base for Zoho books, this becomes a basis necessity.

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

  17. Integration of more banks in the banking of ZOHO

    Please integrate HDFC as it is the largest bank in the India

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

  18. There should be core integration of whatsapp in ZOHO. In the most of the businesses right now we use Whastapp than email and sms

    At the time of generating Invoice or Sale order i would like to send a copy of PDF or Text on the whatsapp of concerned person as this is more feasible in the todays time that sending an email.

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

  19. Option to take digital signature on Delivery Challan using mobile phone using Zoho books Android App.

    It will save alot of paper. Thanks to Zoho Book we now send most of the invoices thorugh email, its quick and easy and Eco Friendly. However, some clients place multple order and require challan along with the invoice, for which we need to handle it manually using conventional methods (hand made delivey challan). If we can take their signature direclty on the delivery challan in mobile, it will make the work very eco friendly and again time saving.

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

  20. Please integrate HDFC Bank in Zoho Books

    48 votes
    7 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?
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