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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. New credit card gateway with zoho books, invoice.. BIG MONEY SAVINGS TO GET THIS IN

    the software is known as 911 or creditline, you can pick your own processor it works with all of them. There is a one time license fee. there are no batching fees or transaction fees added like others. they also have an online gateway cloud9. You are not locked into any one processor, you can pick who you want to use based on the rates they are offering.They will work with ZOHO all integration from there end is free. This would be a great win for the ZOHO clients to pick the processor they want with out fees being add…

    3 votes
    1 comment  ·  Online Payments  ·  Admin →
    How important is this to you?

  2. Integrate personalized fields form Zoho CRM

    Need to sync personalized fields from CRM with Books so I don't have to type the same field twice.

    19 votes
    0 comments  ·  Zoho Integrations  ·  Admin →
    How important is this to you?

  3. alert x days in advance of the next invoice date

    recurring invoice: I would like an e-mail to alert x days in advance of the next invoice date

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

  4. search by last name

    When I enter the last name of a client when searching by customer name on the create an invoice page, no results come up. It would be helpful to be able to search by last name in addition to first name.

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

  5. when Zoho will provide with Turkish language of Zoho Books?

    i am just wondering when Zoho team will provide with Turkish version of Zoho Books??

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

  6. Ability to attach files from invoice to payments

    Currently we can attach files to invoices, receipts separately. Kindly add a feature that lets you attach files from within invoices to receipts and vice versa.

    For Eg: If we add a attachment to invoice. It must be made available even while recording payments.

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

  7. to allow me to send my customer, their outstanding statement with net customer balance payable to all my customer in one shot

    hello

    currently i am not able see any option to send outstanding overdue invoices statement with customer balance receivable to us to my particular customer, manually. ( if i can send the same to each multiple customer in one shot then it would be awesome ).

    if it happens then i would be relax and i can send notification of all my outstanding receivables to each of my client in one shot and it can happened in just 2 minutes. my whole day work finished in just 2 minutes.

    awaiting for the feedback.

    jatin

    to allow me to send my…

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

  8. Increase API integration capability

    Hello Zoho,

    It would be great if I could integrate my Zoho Books accounting system to issue oficial XML invoices that are generated through the government site www.sat.gob.mx

    The idea is to increase the API integration capability to be able to configure my own integrations to other applications.

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

  9. Agregar Nit de la empresa a la factura

    in colombia the NIT number need to be showed in invoice.

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

  10. Matched transactions

    In addition to viewing recognized transaction, I would like to see a list of transactions that have a match.

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

  11. display order of custom fields 

    Would like to be able to change the display order on all PDFs with custom fields. This includes Estimates, Sales Orders, Invoices, Payments Received, Credit Notes, Expense, Bills, Payments Made and Purchase Orders. Please work on the Invoice first because that is what my customers see.

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

  12. Under Invoices/Custom Views add ability to use "contains" in a search

    I would like to be able to search for a group of customers with a similar name. For example: pull all "ABC" locations with over due bills.

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

  13. Provide an audit trial option for ZOHO Books

    Provide an audit trial option for ZOHO Books

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

  14. I don't see a search feature on the online help pages.

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

  15. be able to catagorize inventory items

    Be able to catagorize inventory items. Like example all bolts under "Hardware" All hose clamps under "Clamps" ect.

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

  16. Automatic quantity totals

    I bill on a daily rate on a monthly basis. it would be helpful to be able set up in reoccurring invoices the option to have a field to total the amount of days in the previous,current or following month that gives a total bill for that month

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

  17. Develop a report to Group bill/expenses based on custom fields

    Even though we are entering data in custom fields for bills or expenses we are not able to generate any report in books or even in reports( custom fields don't get imported into reports). I would like to see a report where we can group it by data in the custom fields.

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

  18. PDF generation in Korean language

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

  19. tips

    Please allow customers to pay more money than requested for great service as a tip....

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

  20. Unit cost should appear in FIFO report

    Unit cost should appear in FIFO report

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