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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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6544 results found

  1. 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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  2. iZettle intergration

    27 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  3. Need a report which has details of the projects with the users assigned and the hourly rate per user.

    Need a report which has details of the projects with the users assigned and the hourly rate per user.

    4 votes
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    1 comment  ·  Projects & Timesheets  ·  Admin →
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  4. Add dynamic fields in recurring invoices

    Adding dynamic fields to recurring invoices. Example : this invoice covers November - December, just like cell phone invoices.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Allow an email address other than the primary email address to be the sending address of a payment receipt (on invoices & retainer invoices)

    Right now only the primary email address can serve as the sending address for any payment receipts. This is inconvenient and should be easy to change considering invoices and retainer invoices allow for a choice of the sending email address

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  6. Add ability to edit the CRM data in Books

    Some data is being synced back to CRM but not all. You should be able to edit / update the CRM details for a contact (such as Industry or source).

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  7. multiple invoices in one email

    You need to provide an option to email customer multiple invoices in one email attachment. It is inconvenient for the customer to open email by email to retrieve multiple invoices. It also looks unprofessional on our end not to simplify our billing. Please consider this as soon as possible. I also suggest this option as we see invoices from competitors who have all of their invoices in one attachment. It's not impossible!

    7 votes
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    0 comments  ·  Admin →
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  8. % of claimable stuff for taxes

    I would like to be able to quickly know how much money I can claim to the governement for exemple food is 50% of the taxes I spent, so I would like to be able to quickly know the amount I could claim in this category of expenses. Electricity is 30% etc.....

    1 vote
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    0 comments  ·  Admin →
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  9. When printing a check I would like to have the vender account number show on memo field of check

    2 votes
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  10. the contact can be vendor and customer at same time

    31 votes
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    2 comments  ·  Customers  ·  Admin →
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  11. Credit card field on the invoice

    There needs to be a credit card field that gets inserted into an invoice that clients can fill out where we have Name on card, address of card, card #, expiration date, cvs code which also pulls the invoice number and balance due in to the same area. If you do internet or phone sales you have to have a copy of the creidt card info with the clients signature to protect your self from fraudulent charge backs. This items always have to be one the same page. So when the page is broken up into two printed pages the…

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  12. diary on ZOHO Books Dashboar

    It wold be nice to have a diary on ZoHo Books Dashboard.

    1 vote
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  13. Show reorder point on Contacts: Vendors - Reorder Items.

    It is good to know what we need to order and from whom, but we still need to know how many! Otherwise, we must look up every item individually to check the ROP. It would also be good to have the ROP on the inventory summary report.

    3 votes
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    0 comments  ·  Inventory  ·  Admin →
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  14. Allow expenses to have both "expense date" and "expense payment date", same as bills.

    40 votes
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    2 comments  ·  Expenses & Bills  ·  Admin →
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  15. please add payu or ccavenue payment gateway

    36 votes
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    4 comments  ·  Online Payments  ·  Admin →
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  16. Sales breakdown by vendor

    Please can you add a feature where we can generate sales reports by Vendor.

    17 votes
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    3 comments  ·  Vendors  ·  Admin →
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  17. Auto-pay vendors

    Add a check-mark box to vendors to indicate if you have selected auto payment. It would be helpful to add the last 4 digits of the credit card on file for the auto pay and the frequency and the amount of the automatic payment. It would also be helpful if you could run a report of the auto-pay vendors so that you could have a list if and when you need to update credit card details or check payment dates.

    7 votes
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    0 comments  ·  Vendors  ·  Admin →
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  18. Be able to save Terms & Conditions in different templates

    So you can select a diferent template in each invoice, depending of the products you are billing, including a diffent "Terms & Conditions"

    11 votes
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    3 comments  ·  Invoices  ·  Admin →
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  19. When there exist a recurring invoice that goes out to more than one email, those email addresses should be attached to a manual invoice

    When creating a manual invoice, the email addresses that populate should be the same email addresses that populate for a recurring invoice for the same company. Right just one email will populate for a manual invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. Invoice - Charge without sending mail

    My purpose is to maintain only accounts. So, i dont want to send invoice email. Currently there no option without sending mail and it adds up one additional step in invoicing process. kindly add up this feature.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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