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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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6202 results found

  1. Sync Data with Shopify Store/Bank Account

    QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.

    Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.

    20 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. Please include Moneris as payment method

    7 votes
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    0 comments  ·  Payments  ·  Admin →
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  3. need to manage raw materials costs and cost of finished products.

    For example:

    I Buy raw material (milk) to make cheese.

    1- I add milk expense
    2- add the cheeses manufactured in inventory
    3- When I sell the cheese doubles the cost

    109 votes
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    6 comments  ·  Inventory  ·  Admin →
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  4. Projects that can have multiple customers or contacts linked to it

    Similar to profit report by project, but I would also like the option to have a project that might have many customers beneath it.

    7 votes
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    Not For Now  ·  2 comments  ·  Admin →
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  5. Configured SMTP server for outbound emails

    Allow user-defined SMTP server for outbound emails.

    25 votes
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    4 comments  ·  Admin →
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  6. Sales by item report should have some changes

    In reports, sales by item seggregating the details of invoices generated in the specified month but actually it should show the item detail whichever payment has been done in the mentioned month. For eg while am generating payments received report am geeting the total collected amount as Rs.500000/- but while generating sales by item report it showing only Rs.430000/-. Here I guess that it is displaying only the receipts generated in sepcified month. The receipts which hold previous month date has the specified month payment date will not display here. kindly provide us that feature

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. Allow multi deletion of zero value transactions

    We have many zero value transactions when importing bank feeds. These are all set in uncategorised transactions and have to be manually deleted one by one. Would love a way to select multiple items and delete.

    3 votes
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    0 comments  ·  Admin →
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  8. Create a way to Void Invoices in Workflow or Batch

    We are automatically generating thousands of invoices a month for customers. We want to void out any invoice older than 30 days. We cannot change the status field in workflow and we cannot use the batch feature on Invoice search to void invoices. Right now we have to manually click through thousands of invoices to void each individually. Please vote this up!

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. will be nice that put a small line of text under: "Proceed to Payment".

    once customers get my invoice with the paypal link, if customers click that link, it will open the invoice, then once customers click the "Pay" button, it will only show one option: "Paypal" under the "CHOOSE YOUR MODE OF PAYMENT" section.

    some of my customers stop there because they want to pay by credit card. and they don't know once they click the: "PROCEED TO PAYMENT", it will have an option to pay by credit card (without Paypal account).

    Suggestion: will be nice that you can put a small line of text under 'PROCEED TO PAYMENT" green button, say: "you…

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  10. INTEGRATE WITH SHOEBOXED

    to import expenses and receipts into zohobooks

    10 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  11. Auto-Charge Retainer Invoices with customer's credit card on file.

    Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
    There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. More kinds of custom fields

    Add to the possibilities of customization more kinds of custom fields, especially "pick list" to the moduls of estimates, sales order and invoice.

    9 votes
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    1 comment  ·  Admin →
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  13. Integración with the moduls of "Products Details" of CRM

    In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

    The integratión should enable to equivalent modules, I mean;

    *CRM quotes with Books estimates
    *CRM sales order with Books sales order
    *CRM invoice with Books invoice

    The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…

    119 votes
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    Work In Progress  ·  10 comments  ·  Third Party Integrations  ·  Admin →
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  14. Increase HTML characters in E-mail template

    Currently HTML characters in E-mail templates is supporting up to 5K characters which is low if you want to design a HTML e-mail template contains logo, icons & text the average of HTML characters are 30K and zohobooks only support 5K.

    6 votes
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    0 comments  ·  Templates  ·  Admin →
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  15. Add PayPoint to Banking feeds

    PayPal is good however there are other methods payment has been taken so PayPoint will be very useful

    Thank you
    Asya

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  16. add titles to estimate list

    add titles of the estimate to the list. with numerous estimates to the same customer, to find the correct estimate. All estimates 1 by one should be checked to find the correct one

    8 votes
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    0 comments  ·  Estimates  ·  Admin →
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  17. add accepted estimates (=value of work in progress) to the overview

    1 vote
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  18. Allow users to view item prices across all price lists.

    Need to see end user pricing, distributor pricing and our cost in the same view. We have over 200 items so have to use the csv export to make simple updates to a price list. This is ripe for errors and is a severe hinderance in Books. CRM does it right, please implement in Books.

    19 votes
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    3 comments  ·  Items  ·  Admin →
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  19. Report for Service Orders

    I would like to be able to run a report for Service Order similar like running reports for Invoices & Estimates in the "Receivables" section of Report

    6 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. Import multiple statements

    Possibility to import multiple camt.053 at once. Our bank generates one camt.053 report for every day. If we are a week 'behind' our imports we have to manually download and import these one by one. It would improve the function a lot if we can select multiple files at once.

    5 votes
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