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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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  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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6956 results found

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

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

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

  4. 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
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  5. 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
    0 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?

  6. 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
    3 comments  ·  Admin →
    How important is this to you?

  7. 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
    2 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  8. 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
    2 comments  ·  Payments  ·  Admin →
    How important is this to you?

  9. 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
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  10. 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
    0 comments  ·  Admin →
    How important is this to you?

  11. 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
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  12. There Should be a Separate Field in Contacts Showing the Working Field/Sector of a Client.

    As per our policy we supply or serve a single client in a field/sector. eg we

    do advertisement and branding project for a shoe company, then we never work simultaneously for another shoe company.

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

  13. Better PayPal feeds reconciliation

    Please make a better PayPal feeds reconciliation:
    1. Where paypal fee (as well as date) does not need to be manually added as an adjustment expense every time you want to match a transaction.
    2. Use a PayPal transaction ID to reconciliate a transaction: we get 400-600 invoices per month form eBay and amazon. All invoices have an unique PayPal transaction ID (the same one you get from PayPal API) which can be used to recognise and automatically match transactions.

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

  14. SKU field missing for manual invoice import

    Please add SKU field when manually importing invoices. At the moment there's only item name available, but item name across different selling platforms might vary while SKU ca be kept the same!. Please add SKU field for manual invoice imports.

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

  15. suppress inactive accounts from being printed in Trial Balance

    Even though we have marked some account heads as inactive, but still they appear in the Trial Balance printout every time. If an account is inactive and has zero balance and no transactions, it should be suppressed in the printout, else it just wastes paper.

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

  16. OFFLINE BILLING

    please give an option to be able to issue bills/invoices in offline mode also. Preferably by giving an optional syncing mode like in onedrive. This will allow us to issue bills during bad or no connectivity.

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

  17. Shipping Label Printing in A6 size

    A lot of invoices of goods needs to be sent via couriers/postage. All the details of shipper and customer are available in ZOHO Books, so in addition to "Print Delivery Note" and "Print Packaging Slip", a new option of "Print Shipping Label" can be added.

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

  18. Payment by instalments

    Currently we sell products for say $3000. The customer will pay a $1000 deposit/initial payment then be required to make regular monthly payments of say $400 for the next 5 months to pay the remaining balance. We have used 2 methods to do this.
    A) This is mostly automated however the customer (and us) has to work out the balance owing manually (ie the balance remaining is not indicated on any invoice etc). What we do here is create an invoice for the initial deposit/instalment then create a separate recurring invoice for each of the monthly instalments that is emailed…

    15 votes
    4 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  19. Integration with Quickbooks or Sage

    Some users download information to quickbooks, sage or MS Money. It would be great if:
    1) Company integration with quickbooks/sage - so companies (users) can download information to sync with Quickbooks/Sage for accountants and bookkeepers - or sync with Quickbooks/Sage - similar to calendar
    2) Customers can download information from their portal and automatically integrate it into Quickbooks/Sage
    3) Accountants can integrate and download information into their system so they can more easily build tax information for companies

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

  20. Historic of sales and purchase prices of an item

    When changing item price eiteir sale or purchase , it will be helpful to have the list of prices applied since it creation to evaluate the price trend for the item .

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