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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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6971 results found

  1. Integrate with SHIPSTATION!!!!

    Please build a bridge for ShipStation!! Its one of the biggest shipping platforms!!!!

    13 votes
    How important is this to you?
  2. Have text boxes for ship to and bill to name/address

    We have multiple contacts and locations for one customer. We want to be able to change the contact name, ship to and bill to address right from the Estimate. Can you please respond and let me know if/when this can be resolved

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  3. In templates don't insert page break in the middle of line item descriptions

    Our line items' descriptions often have several rows with text and when viewing the estimate/sales order/invoice as pdf the page break doesn't take line items in consideration, the page can break in the middle of a line item which makes it very hard to read. Please have the automated page break take line items in consideration and break the page either before or after a line item's description.

    6 votes
    3 comments  ·  Items  ·  Admin →
    How important is this to you?
  4. Option to view other attached documents in document preview

    Currently when viewing attached documents on any transaction we have to select the document we want to see, the preview opens and displays the document, at the top of the preview it tells us which document number of multiple documents we are previewing (i.e. 2 of 4), to view next document we have to get out of the preview and select the next document.

    Can we have an option to view next or previous document at the top of the preview so we don't have to get out each time to view other documents?

    1 vote
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?
  5. 3 votes
    0 comments  ·  Vendors  ·  Admin →
    How important is this to you?
  6. How to unlock an account to make an adjustment - such as sales tax.?

    I need to adjust my sales tax payable account. However, it cannot be done from the original entry made or a journal entry. I had to create a dummy contra account to correct this. Most frustrating!

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  7. Update SAC in item when we update it in bill

    Update SAC in item as well when we update it in bill

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  8. Please have an urgent support desk

    No urgent support on week ends like on saturday need to wait till monday ... if there is any urgent situation no help from zoho support team.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  9. 6 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  10. Please allow users / admins to delete only mail account not to close the complete account

    Please allow users / admins to delete only mail account not to close the complete account, user / admin can create mail account by mistake, then he should have option to delete the same, it should not happen that he can't

    1 vote
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?
  11. Integration with PNC Credit Card

    Can PNC Credit Cards be integrated? I have a business credit card with PNC that I would like to reconcile.

    12 votes
    1 comment  ·  Banking  ·  Admin →
    How important is this to you?
  12. Conection to SWIFT Alliance

    Would be create if we could connect Zoho Books direct with SWIFT, espcialy for larger cooperation it s important.

    2 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  13. shortcut to go directly to page in bank

    if i have total 10 pages; instead of next button, there should be numbering of pages, so that we can go directly to the page we want to refer.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  14. Custom accounts in customer statement

    There should be an option to add specific accounts to the customers' statements.

    For example I give loans to my clients and would like to include an outstanding balance

    5 votes
    How important is this to you?
  15. Facture à montant total négatif

    Il serait intéressant de pouvoir faire des factures dont le montant est négatif en cas de restitution d'accompte pour annulation de commande

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  16. I would like

    I would to suggest that the customer statement or even vendor statement to show ageing analysis at the end of the statement. Its difficult to collect outstanding amounts if customers cant see the amounts which are 60,90 and 120 plus over due.

    Currently the customer show total amount and from that amount you need to determine which is 90 days plus over due.

    3 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  17. Recurring Invoices for a automated updated billing period

    I am a service provider, I provide service for a time period,

    like I provide broadband connectivity for 1 month and amount I take is Rs. 30000 per month for billing period of 01/03/2019 to 01/04/2019

    Right now I am using custom entries to enter billing period but if this could be automated for recurring Invoices for next month billing period could also change to 01/04/2019 to 01/05/2019

    that would be great for many of us,
    '
    Thank You

    5 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  18. Why ZOHO can add multi-ccy expenses but can not pay multi-ccy bills to vendors?

    I just upgrade to standard version however I found that I can only use single currency to manage vendors and corresponding bills?!

    why ZOHO books can add multi-ccy expenses but can not pay multi-ccy bills to vendors?

    Please consider it, thanks.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  19. customise invoice table field to be able to add info for each item

    I want to be able to add a filed in the invoice item table, so i can add any other information about each item

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  20. Provide the option "Vendor Advance" in the "Manage Transaction Rules"

    That allows us to choose the option "Vendor Advances" within the Manage Transaction Rules in the section "Record as"

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