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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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6565 results found

  1. I WANT TO CHEQUE PRINT FEATURES IN UR ZOHO BOOKS

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  2. No chequear disponibilidad de 220

    No chequear disponibilidad de 220

    1 vote
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  3. Allow One Time Shipping Addresses

    Allow the user to manually enter a shipping address that does not commit to the account but only appears on that one invoice one time. You could still have the shipping address limit but allow users to add one time addresses to the invoice manually.

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. Add the scanning of invoice line items to the auto-scan feature such that once could automatically create a new invoice complete with line i

    Add the scanning of invoice line items to the auto-scan feature such that one could automatically create a new invoice complete with line items from the scaned bill.

    3 votes
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  5. Reconcile accounts that are not bank or credit card

    Having a reconciliation feature for accounts that are not bank or credit card accounts (petty cash or un-deposited fund/holding accounts for example)

    6 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. put an option to convert a Sales Order to Delivery Challan. At present only option is to convert Sales order to Sales Invoice

    Make Sales Order - Convert to Delivery Challan - Convert to Invoice
    At Present You can't convert from Sales Order to Delivery Chalan

    16 votes
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    2 comments  ·  Admin →
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  7. offer post code search

    I would like to be able to search transactions using a UK post code.
    Customers do not always know what name the invoice was generated under, personal name or business name. A post code is a very easy search to ask for.

    12 votes
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    0 comments  ·  Admin →
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  8. custom field in item not getting displayed in retail template

    1 vote
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  9. Bank feed - remove the limit of refreshing every 24 hrs

    When I try and refresh the bank feed more than once a day it says I must wait until tomorrow - this does not happen with other products (Xero).

    Please remove this restriction so we can obtain bank data more than once per day.

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  10. Bank Refresh please provide a refresh button on the Bank Over Screen

    It would be great if the Bank Overiew screen had a "Refresh all" button so all account could be refreshed with one click, or individual buttons against each bank account to refresh.

    9 votes
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    1 comment  ·  Banking  ·  Admin →
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  11. Create integrations for Books, and Inventory products in Sites

    Create integrations that allow inventory items from Books or Sites to be automatically included on your Sites Page

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  12. Connecto to Qonto in Zoho Books ( Banking )

    Hi,

    I'd like to connect to Zoho Book to my bank account at Qonto.
    They told me the API is available here, but I don't see how to connect it to Zoho Banking : https://api-doc.qonto.eu/1.0/welcome

    Thanks

    3 votes
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  13. Sales Report

    Grouping/sub grouping of Items, so that we can get reports of totals per group. Visible in a graph as expenses are shown in dashboard

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  14. Use account number in the COA in Manual Entries!

    Use account number in the COA in Manual Entries!
    It makes postings easier. Just like in Sage or in QuickBooks.

    1 vote
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    0 comments  ·  Manual Journals  ·  Admin →
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  15. Better Search Bar Required

    Search Bar, only searches contacts (except on items page). Search Bar should search everything entered in our books, i.e. contacts, emails, items, expenses, incomes, etc.

    21 votes
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    3 comments  ·  Admin →
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  16. custom status for purchase orders

    I would like to be able to have my Project Managers review their PO's before closing a job. Can there be custom statuses for PO's similar to the functionality that exists for Sales Orders?

    9 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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  17. Payables Check Template - More Flexibility, Please!!!

    We need more flexibility with editing the Payables check template. The two adjustments of the entire block of information printing on the payables check is just not enough. At least give us the ability to position the payee address block independently. It's much too close to the spelled out dollar amount as set up currently.

    32 votes
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    2 comments  ·  Payments  ·  Admin →
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  18. Books to CRM Integration Sync Times

    We would like the ability to have CRM and Books automatically sync in real time without having to click the "Instant Sync" button manually. Right now CRM and Books sync every two hours with the option of manually clicking Instant Sync. Instand Sync should be an option to turn on all the time.

    10 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  19. Add Customer Name in Bulk Expenses

    Theres is no option to select Customer Name when adding Bulk Expenses, only Vendors. We want to associate that particular expense to a customer in an efficient way

    4 votes
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  20. Integration with Paypal HERE

    Ability to use a tool like Paypal Here or Square to take payments on the go, and easily recognise with sales orders or invoice after.

    I attend my conferences and seminars when there is a lot of hustle and bustle. Very important to takes sales but also link to basic customer details.

    https://www.paypal.com/au/webapps/mpp/credit-card-reader

    13 votes
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    0 comments  ·  Online Payments  ·  Admin →
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