Skip to content

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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6956 results found

  1. delivery challan & bill of supply

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

  2. Simplify the Avalara integration

    Eliminate the full service integration with Avalara (it doesn't work anyway!) and simplify it by allowing Zoho to calculate the sales taxes and utilizing Avalara's TrustFile service for filing the returns. It is simpler and much cheaper - about US$100.00 per year versus over US$1000.00!

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

  3. show CGST, SGST, IGST seperately

    i wanted to divide the taxes into cgst, sgst, igst seperately for each and every invoice and also for each and every line item entered in the invoice. Also when we export the invoices to excel the tax column should show cgst, sgst, igst seperately even if we enter the in the standard tax columns while invoicing

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

  4. give option to increase or decrease spacing between two line in table section

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

  5. proceesing and printing of delivery note and integrating with invoice preparation

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

  6. FOR EVERY CONTACT DETAILS WE NEED TO GIVE OPENING BALANCE OPTIONS

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

  7. WE NEED TO GIVE A OPTION TO MODIFY ITEMS INVENTORY STATUS AFTER THAT ITEMS HAS BEEN INVOLVED IN TRANSACTION.

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

  8. matching

    Allow two manually added transactions to be matched with each other.

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

  9. please enable the option to enter opening balances of both vendors and customers at the time of creating a contact

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

  10. Integrate with BCR bank in Moldova

    Banca Comerciala Romana Chisinau
    Other financial apps like Fentury already has done it
    https://www.fentury.com/

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

  11. To add Indian GST Billing Template, Exactly as suggest by government. This will increase my confidence in product.

    GST INDIA

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

  12. can you please make the credit card icon on invoices bigger and more obvious so my customers can see it. So far none of my customers see it

    can you please make the credit card icon on invoices bigger and more obvious so my customers can see it. So far none of my customers see it even when I describe exactly where to find it.

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

  13. Automatically create an end date on recurring invoices base on terms.

    We want to setup a recurring invoice. The invoice is for $1,200 with repayment terms of $100 each month for 12 months. We want the ability to enter an invoice for $100, set repayment terms to 12 months, enter a start date, then have Books automatically create 12 invoices. Right now, we have to enter an end date. Thats crazy. Then if we have an invoice paid every other week, that makes it even more complicated. Its like a car payment. $20,000 invoice. $400 per month. 50 invoices would be created. If the start date was August 1, 50 invoices…

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

  14. Please give option of printing payment vouchers and invoices for purchase from non registered dealers

    Referring to purchase from non registered dealers in GST

    We have to raise an invoice with reverse charge and also issue a payment voucher.
    Kindly give provision for the above request.

    Regards
    Varun

    12 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  15. Add Electronic data interchange (EDI) software functionality

    It would be great if Zoho CRM or Books would allow for integrations with EDI software. We are going to move to Zoho books, but that now means we have to manually process orders from our largest customer, who submits and receives all orders via EDI.

    38 votes
    4 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  16. vat

    UNABLE TO ADD PRE GST BILLS, UNABLE TO ADD OLD VENDOR AS IT IS ONLY HAVING AN OPTION OF ADDING GST TREATMENT IN TAX SECTION, PLEASE CORRECT AND ADD THE OPTION

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

  17. Direct print to printer without preview

    We received an order for zoho books to a medical college canteen, entire products fits fine unfortunately we're not able to provide the provision to print invoice (Epson Thermal printer -Receipt Printer) directly to the printer, please help. customer requires to print invoice after saving the document automatically

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

  18. Enable importing of categories/ accounts when importing transactions.

    A separate column containing categories and transaction types, which exactly matches those created in Zoho Books would save a lot of time, particularly when importing archives of older transactions in bulk. Sure, rules can be created, but if this information is available and formatted in the import file, that would be much better.

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

  19. when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see

    when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see

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

  20. edit item

    Should be able to link a downloadable document from the documents folder to items. For example - we have items that when selected always require the same PDF to go out with the estimate. Would be helpful to be able to attach these to the item to save keep reattaching every time!

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
1 2 … 271 273 275 … 347 348
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)