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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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  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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6584 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. plooto

    Bill Pay solutions for business.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  8. checkbook.io

    A digital Check service to pay bills.

    1 vote
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  9. 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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  10. Advance Against Purchase order.

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

    8 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  11. 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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  12. a column should be added in vendor and customer statement which shows amount paid is from which bank or amount received in which bnak

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  13. 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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  14. How to convert tally data to ZOHO books?

    1 vote
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  15. 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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  16. format of invoice should be more attractive like tally, you should make the fonts more big and bold

    1 vote
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  17. 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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  18. 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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  19. 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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  20. zoho books items linked to vendor portal for instant purchase price and MSRP sync

    I would like to see an integration between zoho books items and vendor portal (example, ingram micro). Since prices of hardware and software tend to change from time to time, it would be nice if item prices sync with the vendor. The two main fields would be purchase price and selling price based on item vendor info. We have tested quotewerks that has the ability to sync items with multiple vendors.

    7 votes
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    1 comment  ·  Items  ·  Admin →
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