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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.

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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6579 results found

  1. Paid Invoices GREEN Indicator

    I would like to see the INVOICED Blue circle in the Sales Order module turn GREEN when it is PAID. Right now when you combine Zoho Books and Zoho inventory, you have a VERY handy workflow indicator "invoiced" "packed" "shipped"

    When an order goes from shipped to delivered, the blue circle goes from Blue to Green.

    BUT when an order goes from Invoiced to Paid the circle is still BLUE.
    ALSO then the order goes from Packed to Shipped, the circle is still BLUE

    I have over 200 sales orders, and I have to click on every one to see…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. State Field

    When changing addresses in Zoho US the state field has moved. The standard format for addresses should be followed. Also for US addresses there is no comma between state and zip code. We do not have a comma in our format and yet because of Zoho coding a comma appears. It makes us look unprofessional.

    Contact Name
    Street Address
    Street Address optional line
    City, State Zip Code

    Zoho
    123 Main St
    New York, NY 00000

    1 vote
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  3. Client Portal CRM & Books Integration

    Please create a unified Portal for both CRM & Books, CRM is taking care of the part where we solve client problem and Books is where we bill them, We can not just give out multiple portal to customer to view the progress and the bills. If the portal could be unified it will look more professional in terms and also better management for the businesses.

    If either Books or CRM can show data to the other platform that would be very awesome.

    • Currently we really lack a way to show a task progress to customer on Books and show…
    17 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  4. Payzapp option

    We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).

    1 vote
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  5. search functionality should be able to search a string from the name of the product while adding in either "estimates" or "Invoices"

    I have a large number of products which i generally tend to forget the exact name that i have given into the system but remember part of it, when i am trying to add such item by typing the string that i remember the product/item does not populate in the drop-down. would greatly appreciate if you can fix this issue at the earliest

    1 vote
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  6. Ability to initiate bill payments from Zoho to my bank for online bill payment

    Currently paying bills with "online bill pay" through my bank website so I don't have to manually print and mails checks to vendors. Quickbooks allows you to initiate these payments through Quickbooks and then sends it to the bank for online payment. So instead of waiting for the payment to go through and then recording it, the advantage of initiating the payment through Zoho allows the future payment to get pre-recorded and can be used for cash flow projections.

    2 votes
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  7. Profit report - customer wise and Item Wise is important for a sales company (Not reporting tags)

    Can u add two reports for a sales company

    Item wise and Customer wise Profit report for each item

    9 votes
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  8. Option to enter Journal Entries in a Zoho Sheets format instead of the default interface

    Option to enter Journal Entries in a Zoho Sheets format instead of the default interface - this will be very useful for accountants.

    3 votes
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  9. Option to create custom Account Type in Zoho Books

    There should be an option to add custom Account Type in Zoho Books. There is no way that anyone would shift from Tally if there is no option to create custom Account Types.

    6 votes
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  10. show zoho book account and my status of my recent bank account

    show all recent transaction in my bank account and zoho book account.

    1 vote
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  11. show all access and transaction before and after to diana raymundo account and recent payment deposit

    in my account do the transaction payment and deposit
    payment unto my recent
    account show all transaction payment deposit.before and after and recently

    1 vote
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    1 comment  ·  Banking  ·  Admin →
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  12. Add a toggle switch on the dashboard to hide sensitive information when necessary.

    A nice feature would be to be able to quickly blur the dashboard to hide sensitive information when someone enters the office.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  13. hi!i am new member.

    Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...

    1 vote
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  14. Integrate Zoho Book & Zoho Creator customers portal

    Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.

    1 vote
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  15. Integrate Zoho Book & Zoho Creator customers portal

    Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.

    4 votes
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  16. Ability to enter start date and end date by task

    We want custom field for each task . It is not possible to define total cost per task. Per task bill is based on time spent. Provision is required for lump sum per task

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  17. Work Order

    I would like to be able to create a Work Order from the Sales Order without taking items away from the Sales Order.

    A Work Order is what I issue to the employees who will perform the work in the field. I need items and quantities to come from the Sales Order and not show the monetary value.

    3 votes
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  18. be abble to attach a document to an invoice inside of CRM integration without going into books to attach

    books allows you to attach a doc to the invoice to be seen by the customer in there portal...which we like. but with CRM integration you can create the invoice etc...but then have to go into books to attach the doc...can you make it so you can attach inside the crm integration and flow through books and into the portal?

    5 votes
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  19. allow payments to be made through crm integration without giving books access

    with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away

    3 votes
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  20. We are into construction business and we give estimate we are unable to mention the unit of measurements.

    We are into construction business and we give estimate we are unable to mention the unit of measurements.

    6 votes
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