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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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7019 results found

  1. Integration with Gusto Payroll

    Gusto Payroll is magnificent. Integration between Gusto and Zoho would be masterful!

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

  2. block customers

    Give an option to block certain customers. For example make sure that sales can't enter an order for a customer that didn't pay his bills. Now you can put a customer on inactive but if you create an inactive customer as a new contact the system allows it (even if you uncheck the box for allowing duplicate contacts) and the order can be entered anyway without sales knowing that the customer is blocked.

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

  3. Create a way to assign income categories to tasks

    Currently tasks in timesheets default to sales in the income account menu and one has to manually change each line of an invoice to the correct income category. I recommend that the user can assign an income account to a task so that no manually workarounds are necessary.

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

  4. Accept amazon payments

    It would be wonderful if you'd add the ability to accept Amazon Payments.

    Seriously need an alternative to PayPal which has been causing me no end of problems

    Thanks!

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

  5. sub contacts

    PLEASE, PLEASE add sub contacts!!! This is the one thing that really sets you apart from Quickbooks. It is a necessity when your work is in the service industry and you have multiple locations through one company. Even unlimited shipping addresses would help. We work with management companies that can have a hundred locations. This would put your software ahead of Quickbooks!

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

  6. Generate invoices from client's open sales orders

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

  7. Hi, when mapping invoices or expensive with bank, you need to add start date and start amount when filtering. Can you add (or ignore) start

    Hi,
    chapter mapping invoices or expensive with bank. To find or filter, you need to add a start date and start amount. Can you add (or ignore) start date (first not jet mapped date of invoice or expensive) and start amount (1).
    This is a very simple function to add (probably), but save 2 clics at every filter needed
    Rob

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

  8. The ability to swipe credit cards using a usb card reader.

    The ability to use a usb card reader to swipe credit cards when accepting customer payments. This will save time, as opposed to having to type in credit card information every time.

    46 votes
    5 comments  ·  Payments  ·  Admin →
    How important is this to you?

  9. Integration with WeChat in China (400million+ users!)

    WeChat payments are used throughout China for everything. My business is in China.

    12 votes
    2 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  10. Data Entry and Onboarding Zoho Books

    Would be great to have services from registered Data Entry specialists who can ease the onboarding process of Zoho Books for Small Businesses.

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

  11. Rounding off in Bills!

    There needs to be a option to round of on all bills. Simple feature that can save a lot of headache!

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

  12. Ability to sort Sales Orders by Due Date instead of origination date

    PLEASE PLEASE Provide a way to add a DUE DATE column to Sales Orders view so that I can sort all of my open Sales Orders not only by origination date but also by DUE DATE!!!! THANK YOU!!! THIS IS SO SO CRUCIAL!

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

  13. It would be really wonderful if there was a way to associate retainer invoices with an open sales order!!

    It would be really wonderful if there was a way to associate retainer invoices with an open sales order!! Since it's not appropriate to create the actual invoice until the custom project build is complete, it would make perfect sense to be able to generate a partial/down payment retainer invoice from a sales order. Currently that is only possible from an estimate.

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

  14. Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "

    Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "usLetter" format, I'm asking you to unlock the "usLegal" printing format at least for our personnalized custom templates. We"re a franchisor and we're about get our franchises to implement with your system after testing completed and meet our standard. Thanks

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

  15. Make partial payments option available as a global setting

    Please make partial payments available on a global level. Currently it's an option only on the invoice level.

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

  16. A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.

    A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.

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

  17. IF YOU INTEGRATE MAGENTO I WILL GIVE YOU INR 5000 YEARLY OR MORE

    IF YOU INTEGRATE MAGENTO ECOMMERCE I WILL GIVE YOU INR 5000 YEARLY OR MORE

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

  18. In Invoice for every single item detail their should be discount% box

    Hello,
    In Invoice for every single item detail their should be discount% box like you have give in bottom for all product which is very good, but if you add this feature your invoice will be BEST ONLINE ACCOUNTING SOFTWARE.

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

  19. Change INR currency symbol

    On default the currency symbol in Preferences->Currencies, the INR symbol is shown as 'Rs'. I would like to see the INR symbol as '₹'. Although I can change the symbol manually.

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

  20. Customer makes orders from his Client Portal

    As admin we can send and order to the customer to be accepted, Why the customer cannot make an order directly from his portail account

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