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

6971 results found

  1. Add a Role Permission for Import

    Please if you could add a role permission so that only specific users can import.

    Our users have made errors with importing data and we would like to only give some users access to making imports into ZohoBooks. Thank you!

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

  2. Integrate Credit Card information with Stripe

    Integrate payment information of a customer in Stripe

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

  3. Improve the reconciliation process

    Please show the transaction as the sum of the deposit or the withdrawal and not all the individual invoices or bills that make up the total. It is almost impossible to reconcile with the volume we do.

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

  4. Enable SKU only for purchase orders

    Please add the option to only show the SKU on purchase order PDFs. We never show our SKU on our quotations so our admin teams must manually enter our SKU for purchase orders. Adding the SKU manual in the description is slowing down our process and causing errors.

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

  5. WE NEED MANUFACTURING GROUP

    WE NEED MANUFACTURING GROUP

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

  6. Off-set entry. This is a basic feature and I am surprise that Zoho books doesn't provide this option.

    One of my customer paid on behalf of another customer. I received the money in bank from customer A. Now I want to transfer the money of customer B from Customer A account.
    In Payable account also, one of the vendor provided the services that were awarded to Vendor B and were paid in advance. Both Vendor A & B agreed on this and the amount that was paid to Vendor B got transferred to vendor A by B.
    If I want to post these adjustments in Zoho Books, how will I be able to do it without the option…

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

  7. Option to Disable Logging of Activities By User

    There should be an option that some users especially admins can have a setting where their activities are not logged. Or even if there is an option to disable activity log completely for an organization - that will be great.

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

  8. Allow renaming files in documents section: https://www.screencast.com/t/rVCVgANm8

    Without this, we can't know what file is from which provider. Please fix this. With the current implementation, the documents section is almost useless.

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

  9. E-way bill generation for Purchase Returns(Vendor Credits)

    When returning products(worth more than 50,000) to vendor it would be handy if we have an option to generate e-way bill.

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

  10. Give option of printing Ewaybill directly from Zoho Books

    Integrate GST portal with Zoho books so that the ewaybill can printed directly from zoho books. Currently the ewaybill number should be copied from zoho books and the paste in print ewaybill option on ewaybill portal.

    27 votes
    1 comment  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  11. In customer contacts, allow designation of an account (not bank account) for all receipts

    If a company sells services to a number of different clients, it would be useful, on the customer contact set-up, to be able to designate an account code to which all receipts from this customer automatically go. Thus, once an invoice is generated and the payment matched from the imported bank statement, it will automatically go to the right place.

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

  12. Zoho Books send email by SMTP external to backup comunication

    Zoho Books send email by SMTP external to backup comunication

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

  13. Categorize bank transactions before mark an invoice as sent

    You only can categorize bank transactions if previously you mark the related invoice as sent.It would be very useful to be able to categorize independently of the state of the invoice.

    We sent invoice to some customers after receiver the payment (i.e bank draft) and to categorize transactions, we need to mark first as sent, then categorize and remember what invoices we categorized to send the invoice to the customers...

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

  14. Introduce the feature of sending sms on multiple mobile nos.

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

  15. Need to be able to memorize basic reports with customizations without changing the basic report.

    Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.

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

  16. i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst

    i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst please help me

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

  17. how to retain the deleted sales order

    how to retain the deleted sales order / please help

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

  18. Show Count and Sum of selected transactions and export selections

    This should be applicable to any transaction in any module. I want the ability to multi-select transactions and have a summary at the top or bottom tell me how many are currently selected and the sum of all transactions. I also want the ability to export the selections as a CSV. This is very useful for finding certain expenses that need to be reimbursed and quickly totaling the amount that I need to write a check for. Or perhaps I want to see the net of some non-sequential transactions in a given account. Or maybe you want to quickly sum…

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

  19. Client Portal Addition

    Acknowledged scanned Delivery Notes in Client Portal along with the Invoices will be a proof and it will be more handy for the Buyers to verify the actual delivery.

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

  20. With gst ???

    Inventory value with gst will only use

    3 votes
    1 comment  ·  Admin →
    How important is this to you?
1 2 … 176 178 180 … 348 349
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)