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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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7019 results found

  1. Date range filter incorrect in 'Match transactions'

    Hi there,

    The default date range for 'Match transactions' is always incorrectly placed in the future. Could you please fix this so that the end date is the current date and the start date perhaps 1 month in the past?

    Thank you.

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

  2. Opening Balance of a vendor and customer during current financial year i unable to record

    Category should be Opening balance Under Customer/Vendor

    we need to click opening balance either under vendor
    Vendor name to be entered and opening balance as on 01-04-2017(Current financial year) to be entered.

    35 votes
    7 comments  ·  Admin →
    How important is this to you?

  3. Add and insert lines on estimates, SO & invoices ie items or text

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

  4. Add Payment Evolution in Canada

    It would provide a payroll solution sand supplier payment gateway.
    Integrations already exist for
    Kashoo
    Xero
    Quickbooks
    SAASU
    Freshbooks
    Liberty

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

  5. Clasify whether the items is a reoccuring cost or a one-time cost

    Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.

    Items Check Box: "Is this a reoccurring cost"

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

  6. Enable Bitcoin payments through Coinbase gateway

    I would love for my customers to be able to pay me in bitcoin. Coinbase would be ideal as an available gateway. As a tech service company,m\y inability to accept bitcoin hurts me

    Quickbooks does this already. It's the one feature that i miss from them.

    155 votes
    16 comments  ·  Payments  ·  Admin →
    How important is this to you?

  7. allow sub-accounts to be created for credit cards

    We have 4 employee credit cards that are all part of one corporate credit card account. We would like to have them listed as sub-accounts of the corporate account so we can simply reconcile the corporate account. When we click on the accounts they don't have that option. All 4 employee cards pull bank feeds automatically. Reconciliation is a nightmare at the end of the month.

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

  8. Filter By Customer or Supplier Name In invoice details or bills (Filter in all Reports)

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

  9. synchronize user

    synchronize zoho CRM users with zoho books.

    Similarly how you can synchronize proudcts and accounts, we should be able to syn users so when an estimate is created in either books or crm the user can be selected from a list, or auto-selected with the current user.

    then the information such as signature, phone number, email, etc. can be mapped into zoho books and used in templates and emails.

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

  10. Track Start and Stop Times on Timesheets and Reports

    I'm mostly satisfied with Zoho Books even though I find the timesheet interface somewhat confusing. But there are a couple of things that keep me looking around at other software.

    First: Time entry notes don’t accumulate and generate into the invoice per task, but per entry. I just cannot have dozens of task entries on my invoices.

    My current workaround is to export a timesheet details report into excel, hunt and peck for the notes per task entry, then cut and paste them one by one into the fields on the invoice. Big time suck. I don’t even see why…

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

  11. Approve other documents in portal

    Clients can already approve estimates in the portal, but we would like them to also approve our Terms and conditions.
    Is it possible to configure a document upload tool in the portal were vendors can upload several pdf documents for clients to approve?
    This can be the terms but maybe also drawings or plans?

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

  12. DISPLAY PREVIOUS BALANCES

    PLEASE ADD THE FEATURE THAT DISPLAYS THE PREVIOUS BALANCE AND PAYMENT ON RECURRING AND REGULAR INVOICES

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

  13. Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.

    To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.

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

  14. Automatic invoice entry from Scanned Documents

    The newly added feature of auto scan documents gives the ability to automatically create a new bill or new expense from a Vendor which is great!
    Can you please add the same feature for adding the scanned document as INVOICE to a Customer? (now it only attaches the scanned invoice to the invoice and the invoice entry is still manual)

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

  15. Full DKIM Support

    My company requires DMARC Records but due to Books not having full dkim support like your Zoho Mail and Zoho Campaigns do the DMARC will fail any emails coming from zoho books.

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

  16. Adding Bills and Expenses to Projects in windows mob app

    Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.

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

  17. Add SKU field to price list entry page. It is very difficult to see if you have the correct item when descriptions are similar

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

  18. add self generating barcode and or qr reader?

    HI I run a tool repair bussiness, my guys are spending too much time iding jobs and writing up emails when sending tools back to customers, I would like to stream line this process by taging each tool (use in the footer profile of either estimate or invoice) includeing data that is already in the data base - example - a code that refers to job/reference number and shipping address, then using a mobile phone or bar-code reader have the information come up in text format each time we "zap" the code, I believe this would help other companies in…

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

  19. html

    Hello, I need to edit my invoices and budgets, since in my company we use different images thanks

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

  20. When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.

    When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.

    This would be very useful when have more than one opportunity/job with same company so can easily distinguish, without having to click in and out

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