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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.

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6971 results found

  1. Need Zapier Trigger for SALES ORDER creation

    I pay for multi users in both BOOKS and CRM. I simply want DEAL stage (in crm) to change when I create a Sales Order in Books. I'm told that I have to upgrade from Professional to Enterprise. This would cost me $500 more annually. I won't do this... I tried to create a zapier for this, There's trigger for INVOICE....There's trigger for ESTIMATE... how hard would it be for ZOHO to have a trigger for SALES ORDER????

    16 votes
    2 comments  ·  Zoho Integrations  ·  Admin →
    How important is this to you?

  2. We need to account cheque returns in contanct ledgers, if contact ledger allow to account for manual journals will be great

    Contact accounts needs to give access for manual journal entries.

    4 votes
    0 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?

  3. Classifying a CHARTS OF ACCOUNT for taxes

    Classifying a CHARTS OF ACCOUNT for taxes
    In our country if you sale something to a local customer you need to add 15% to the sales cost and charge that tax called GST form the buyer.

    When you spend money if you paid to a local seller he will also charge you GST.

    You then need to balance your GST expenses vs. your
    GST income and that would be your GST Debt or Return to the taxation authority.

    The strongest accounting software here is xero, because at the level of Chart of Account, you can determine one time if and…

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

  4. Simple Linked Calendar Function for Zoho Books

    Zoho - please this is a simple function that many small, medium & even large businesses would use.
    Linking from Zoho Books is a simple Calendar function that would allow users to link important due or delivery dates from a sales or purchase into an easy to see simple Calendar screen.

    This simple function could then also prompt reminders that certain dates & delivery commitments are coming up too.
    This would be very easy to program and implement.
    Thank you and well done on a good Books program and lets hope the Zoho community gets behind this simple linked Calendar…

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

  5. E-commerce websites should be linked with zoho books. So that sales comes under one rooof and gives ease to its users

    E-commerce websites like amazon, snapdeal and flipkart should be linked with zoho books.

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

  6. add an option to type in the delivery address on a purchase order for us for shippers!

    We have customers with central purchasing departments so our customer is in one location but they want products delivered to any number of locations.

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

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

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

  8. No chequear disponibilidad de 220

    No chequear disponibilidad de 220

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

  9. 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
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

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

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

  12. 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

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

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

  14. custom field in item not getting displayed in retail template

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

  15. 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
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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