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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.

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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6968 results found

  1. 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. 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?

  10. 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?

  11. 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?

  12. 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?

  13. Integration of zoho businesses (books) with Zoho inventory with reasonable pricing

    Integrate zoho books and zoho inventory at reasonable prices the zoho inventory price is not more then Rs 1for each invoice there is no option for above 100 invoice to straight 10000 invoice, there should be 1000,3000,5000 invoice package must be introduced at very reasonable prices

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

  14. Allow view invoices not paid by vendor

    I have 6 vendors on my organization, and i need to have a view that shows me all the invoices Not Paid by vendor and by customer

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

  15. जब भी हम नया इनवॉइस बनाएं तो कस्टमर नेम के साथ साथ मोबाइल नंबर हो और मोबाइल नंबर डालें तो ऑटोमेटिक सर्च कर ले कस्टमर नेम और पूरी डिटेल

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

  16. invoice

    PLEASE ALLOW US TO CUSTOMIZE THE FORMAT FOR INVOICE, WE SHOULD BE ABLE TO USE OUR LETTER HEAD FOR INVOICE INSTEAD OF YOUR PRE INSTALLED TEMPLATES. WE SHOULD BE ALLOWED TO CREATE OUR OWN TEMPLATES WHICH CAN HAVE ADDITIONAL COLUMNS / ROWS

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

  17. The ability to apply discount on item Level and invoice level.

    The ability to apply discount on item Level and invoice level. That would help my business. Please please add it to your future release.

    Thank you.

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

  18. Duplicate expense detection

    Other software detects when there are two expenses that are potentially duplicates. Instead I have to manually go through the transaction list and identify them one by one. Please create a better detection system!

    9 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  19. THE OPTION FOR SELECTING ANY ITEM BY TYPING A WORD FROM BETWEEN

    I WOULD LIKE TO SUGGEST ZOHO BOOKS TO HAVE THE OPTION OF SELECTING ANY ITEM BY TYPING A WORD FROM BETWEEN

    FOR EXAMPLE : STONE CUTTING BLADE IS MY ITEM
    IT SHOULD GIVE ME SUGGESTIONS ON TYPING BLADE .

    THESE WAS ONE DRAW BACK FOR ME AFTER COMING FROM QUICKBOOKS

    REGARDS,
    RAJENDER MUTHA

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

  20. Estimates in dashboard

    It would be great to have a global view of the estimates status in the main dashboard, so it could be easier to get information of the total amount of those docs. Same way as you already have in invoices. Thanks

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