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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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6971 results found

  1. kindly remove balance due from tax invoice

    "balance due" is not a proffesional way to show in tax invoice

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Sync primary contact only from Zoho CRM to Zoho Books

    Don't need all contacts, only the primary contact

    3 votes
    1 comment  ·  Zoho Integrations  ·  Admin →
    How important is this to you?

  3. Integrate with Etsy

    I'd like Zoho Books to be able to integrate with Etsy. Many e-commerce shops that sell handmade or vintage items sell on Etsy, and it would be very useful to have Etsy integration. Especially as I charge in USD but pay fees in CAD, using Zoho's functionality for multiple currencies would be ideal for Etsy transactions. Having to manually upload a formatted CSV each month adds to my bookkeeping time.

    10 votes
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  4. There needs to be a link to create a project from an accepted Estimate. There is no reason to create a project when the estimate may not be

    Create a Link in the Estimate area to create a project when an estimate is accepted.

    4 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  5. Contact report which shows all categorised income from bank statement import

    I'm the treasurer of a busy, volunteer sporting club.

    Our members pay each month by bank transfer. We do not invoice or send out any other paperwork - we just wait for the payments to come in and check who hasn't paid.

    This is a long and laborious process.

    In Zoho Books, I have added all our members as Contacts, and I have set rules up to categorise every bank transfer from that contact as a Sale Without Invoice.

    This means that when I click on that Contact, the bar graph shows me how much they've paid over the last…

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  6. Print Address

    You are doing Well, But I want the Feature by which we can directly print the billing address of the User.

    6 votes
    1 comment  ·  Admin →
    How important is this to you?

  7. Hulp gevraagd

    Wie kan mij helpen?
    Hoe kan ik bankrtransacties in ZOHO verwerken?
    Ik weet dat het mogelijk is, maar niet meer hoe het moet.

    1 vote
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  8. Ability to create sequential SKU

    Ability to create sequential SKU

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

  9. better way to deal with vendor invoices

    There should be a way to create an invoice with a mark up directly from a Bill. Currently, these are not linked. A mark up can only be done on an item with one set rate - the mark up should apply to whatever you change the rate to on the invoice, not the set rate.

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

  10. Prompt adding yourself as a user to a job after attempting to log time

    When logging time for a job, if you're not a user in the job (even if you have the ability to add yourself to it) it's super frustrating if you enter your time into a task with notes and realise you aren't involved in it. Which means you have to exit out, lose all the info you put in, add yourself in, go back, redo it all. I think if you have the ability to add yourself to the project, it should prompt you right then and there if you'd like to add yourself to the project so that you…

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

  11. how to get cash book in zoho

    i am not getting cash book. how to find it?

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

  12. Alowing for diffent expenses to be added for importing of products like customs duty / transport etc with different vendors

    Allowing for different expenses to be added for purchase /importing of products like customs duty / transport etc with different vendors

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  13. Corporation bank - Corporate Link - with user domain

    Suggest you add corporation bank - corporate banking link (corpbank.biz) with userdomain for direct reconciliation.

    1 vote
    1 comment  ·  Admin →
    How important is this to you?

  14. Profit and Loss Report by Contact

    We desire the Profit and Loss Report to be able to be filtered by Contact. On the sales side we use Customer Account Name : Job Number in our contacts. Accordingly we record sales, costs of sales, expenses to those contacts. Therefore we need to run profitability reports by those contact records.

    12 votes
    3 comments  ·  Reports  ·  Admin →
    How important is this to you?

  15. To have better reports for different locations/reporting tags

    I have Multiple Locations. I need to be able to seperate them for tax purposes. By seperating them i can see how well a store did and submit docs to accountant.

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

  16. Date Period to Appear on Invoices

    We are a subscription and we bill in advance for the month. We bill monthly, quartery, bi annually and annually. We need the date to appear on the invoice that the invoice covers.

    For example: It is a monthly invoice, so every month the invoice automatically says: Covers From December 1st to December 31st 2017.

    Or if its quarterly: Invoice Covers from December 1st 2017 to February 28th 2018 etc..

    The dates are very important for our clients to know how long they have actually paid for.

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

  17. Display Next Month on Recurring Invoices

    On Recurring Invoices, Please ADD a feature to display either CURRENT or NEXT MONTH "Completely". We bill our clients 1-month in advance. So I would like to see the Next Month Written completely in each of my Recurring Invoices In the description field or anywhere else in the Invoice

    5 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  18. Online Payment Solution with - safe2pay.com.au

    Safe2Pay has partnered with leading processors in both Australia and globally to offer an online payment solution that boasts the highest level of security to be found in the e-commerce sector.
    visit: https://safe2pay.com.au/

    2 votes
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  19. Add a flag to identify accounts on stop

    I have to communicate any accounts which are put on stop (due to late payment/credit limited exceeded etc) to the sales team via email and add a remark to the contact. I'm relying on the sales team remembering who is on that list/noticing the remark.

    A feature that enables you to mark a contact as 'On Stop' which prevents estimates/invoices being raised and has a large red flag would be really useful. (I cannot see that this is currently a feature, apologies if it is please feel free to point me in it's direction!)

    9 votes
    2 comments  ·  Customers  ·  Admin →
    How important is this to you?

  20. Restriction to enter the time only as of today, and not before

    I would like the system to restrict the users in order for them to be able to enter their time only as of today, and not before without my authorization. Right now, it is not possible to restrict them to not enter time for the past dates alone. The restriction cannot be put up based on a specific time. This is very annoying. I use Zoho Books both for invoicing clients and to pay the employee's salaries. Unfortunately, the system allows them to enter their time after the end of the payroll period! And this happens frequently. Every time, the…

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