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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. Convert a Sales order into an estimate for new

    I would like to take an order from other clients and turn them in to estimates for new clients.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  2. Statement of Account for Customers and Vendors by due dates, 30, 60, 90, 120, and above

    Statement of Account for Customers and Vendors by due dates, 30, 60, 90, 120, and above

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  3. give option to mark GSTRs filed manually

    I have been filing GSTR-3B manually always (that I never knew I could push transactions for GSTR-3B filing also). Now, that I know the feature, and when I go to file GSTR-3B through Zoho, it says I have to mark my previous returns all filed before I can proceed.
    Now, all my previous returns are all filed, so how do I proceed?
    Thats why, I request you to add a feature, wherein I could just mark all the returns filed, manually.

    20 votes
    1 comment  ·  Admin →
    How important is this to you?
  4. Русский язык

    Добавить Русский язык

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  5. 1 vote
    0 comments  ·  Admin →
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  6. Reporting tags in Stock/item adjustment

    while doing stock adjustment we want to add reporting tags in exp account.But this facility is not available in zoho books and inventory.

    17 votes
    1 comment  ·  Inventory  ·  Admin →
    How important is this to you?
  7. recode transactions

    To be able to recode multiple transactions which have been incorrectly posted to a nominal account.

    E.g. lots of transactions to bank charges where in fact it should have been posted to bank interest.

    The ability to recod multiple transactions would be a great feature!

    0 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
  8. Dropdown Lists of states/provinces in contact address details. Add once Country selected.

    When adding a contact or modifying a contact address once country is selected a dropdown for state/province relevant to the selected country.

    2 votes
    How important is this to you?
  9. Allow projects to be set up as fixed fee but invoice can show tasks and cost per task instead of only by hours and hourly rate

    Most of my projects are fixed fee by task, but I still track the hours by task. I want to show each of the tasks as a line item on the invoice but I want to bill by fixed fee and not by the hours spent. The hours spent are only for my internal information.

    10 votes
    How important is this to you?
  10. Banck of Maharashtra (Corporate Account)

    i am unable to integrate Banck of Maharashtra (Corporate Account) please find link of https://www.mahaconnect.in/jsp/startnewcorporate.jsp kindly help regarding.

    4 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  11. Cheque Printing and direct payment facilities

    Start Cheque printing facilities for Indian Banks and Direct payments through banks

    7 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  12. Estimates - Rearrange item columns (change order of columns)

    I would like to be able to change the order the of the item columns on the estimates (and invoices for that matter).

    Example:
    We have...

    --- Item & Description --- Qty --- Rate --- Discount --- Amount

    I would like to be able to change this to...

    --- Qty --- Item & Description --- Rate --- Discount --- Amount

    Would also like to move the custom columns in there as well. You would think this would be very easy to do.

    14 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?
  13. Group Multiples Estimates into a Single Estimate.

    Be able to select multiples estimates and create a single one

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  14. Customer Statement

    Please mentions the Dr/ Cr and balance in statement of account to easy
    under stand the statement of account

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  15. Move the Google Sign In to the main sign in page in order to make it one click.

    At the moment when we get to the sign in page and if you want to login with Google for example, you need to click another two times, making a total of 3 clicks to get logged in from the main Zoho page. Ideally there would be some option on the top right to sign in with Google directly on the main page allowing a 1-click solution

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  16. cXML, OAG or OCI support for Amazon Business website for orders

    Please allow the integration with Amazon Business website by implementing the cXML, OAG or OCI standard.

    6 votes
    How important is this to you?
  17. When shipping address is altered on the SO it does not carry over to the invoice or, more importantly the DN.

    When the shipping address is changed on the SO the shipping address should also change on the invoice and DN. The default shipping address should NOT change in contacts.

    5 votes
    How important is this to you?
  18. provide the option for bulk upload of Bill of Supply

    We have both Taxable invoices and Bill of Supply but you currently allow bulk upload of Taxable invoices and not Bill of Supply. This will greatly reduce our effort on a monthly basis.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  19. PRICE LISTs over writing via import

    1 - Price list page with check box for bulk edit
    2 - Price list over right via import

    3 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  20. projects based on both a fixed price and hourly rates

    Be able to create a project based on a fixed price, but then later add "extras" based on an hourly rate.

    1 vote
    How important is this to you?
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