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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.

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


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6163 results found

  1. shipping company

    hello,

    pleas, allow users to have a shipping company different of the billing adress.

    6 votes
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    2 comments  ·  Estimates  ·  Admin →
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  2. Would like to create personal items that I wish to add it in the invoice, but it should not be recorded in the sales.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  3. Sub-ledger account in Tax payable

    The feature of creating a sub-ledger account in Tax payable should be made available to track whether the tax is paid or not.

    8 votes
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    1 comment  ·  Manual Journals  ·  Admin →
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  4. Mark UP in expense

    There should be mark up option while recording on expenses . For exmaple , We purchased a service/product $10 and sold to our customer @15$. Both field should be present while recording expense.
    Same is present in other online accounting software like quickbooks etc

    21 votes
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    3 comments  ·  Expenses & Bills  ·  Admin →
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  5. post delivery of estimates and invoices

    I might be working on an Estimate at 10pm and it is ready to go.

    So I just want to send it.

    But I don’t want to send an email to my client at 10pm.

    And I don’t want to have to remember to come back to it the next day, or maybe in 2 -3 days time.

    So it would be really helpful to be able to SCHEDULE the delivery of an estimate email at some future date and time.

    In addition to the SEND button, there would be a SCHEDULE SEND button with a date and time pop-up.

    …

    16 votes
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    3 comments  ·  Estimates  ·  Admin →
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  6. Create users without inviting them

    I don't need you to confirm that my company email addresses work.

    I do want to confirm that Zoho works before everyone gets an email inviting them to join a system that is not ready for them. I want to set up all of my users and their projects and make sure everything works before I bother them with emails. But for no good reason, you're forcing me to send email invites to their actual email address.

    13 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  7. Info should sync completely between "Items" in Books and "Products" in CRM.

    Information such as Manufacturer and Product category should sync between Items(in Books) and Products(CRM)
    it should also display the info when you are trying to create an Invoice and selecting the items for the invoice.
    for example if I sell Potato chips but I have three different brands I should be able to tell which is which when I am selecting them in the "Item Details search box"
    currently it would display "Potato Chips" three times but I would have no way of knowing which is which because it doesn't display info such as manufacturer

    33 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  8. Integration with Cushion app

    Integration with Cushion (http://cushionapp.com/). I would like the ability to send project setup + invoice data from Zoho Books into Cushion.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  9. Fix the Zoho Books Timer icon for the Chrome addon

    I love the Zoho Books Timer addon (on Chrome), however the design of the icon is so complicated for 16 pixels that it's not clear at all (not to mention far from the identity symbol I associate with Zoho). Rethinking/updating this icon would be a tiny move that would have huge impact on the user experience if the timer. Thanks!

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  10. Make a way to go back in estimate history as you change it.

    1 vote
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    0 comments  ·  Admin →
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  11. Report customization

    I can customize a search screen, but cannot print or export it. Adding all the filters now available for a search to the report dialog will enable searching and printing or exporting crucial reports.

    10 votes
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    1 comment  ·  Reports  ·  Admin →
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  12. Reduce the size of mobile uploaded receipts!! It takes over 30secs per receipt over mobile data

    I make several business purchases a day, uploading each to Zoho through my mobile is very time consuming (20 secs approx over wifi, 30secs over data). Reducing the size of the image uploaded, or background uploading will massively help this - i don't need an 8mega pixel receipt.
    I've used Expensify before and their system is much better.

    5 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  13. Integration with BluePay Payment Gateway.

    13 votes
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    0 comments  ·  Admin →
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  14. Automatic import of items from square register

    Allow automatic importing from other apps, such as square register. So if items are already entered there they will import and sync daily to keep track of inventory that is sold.

    14 votes
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    4 comments  ·  Items  ·  Admin →
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  15. Allow the ability to link specific payments to default for accounts

    When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  16. in books, when an estimate is converted to an invoice it shows "invoiced" as a status. This should show converted to invoice not "invoiced"

    1 vote
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    0 comments  ·  Admin →
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  17. bank wire in client portal

    Currently we have client portal with credit card and paypal payment options. I want also bank wire payment option for client in client portal so that client can choose bank wire option along with credit card and pay pal.It can make online payment more faster.

    8 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  18. Remember the parameters settings for the last search

    I wish that when I went back to a search page, such as Timesheet, it would remember my last search. In my case, I have to repeatedly be telling it Unbilled and This Month.

    3 votes
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    0 comments  ·  Admin →
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  19. LivePlan Integration

    Integrate with LivePlan Software to keep track of Actual P&L, Balance Sheet and Cash Flow vs Budgets on LivePlan's ScoreCard

    25 votes
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    4 comments  ·  Third Party Integrations  ·  Admin →
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  20. HubSpot Integration

    Integration with HubSpot and HubSpot CRM to track Revenue and Profit Value per Contact / Customer

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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