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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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  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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6517 results found

  1. Auto Migration from Global Edition to US Edition of Zoho Books.

    Automatic migration form Global Edition to US Edition...

    3 votes
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    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
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  2. Sales Reports by Cash

    Sales Reports Category should have an option to Report either accrual or cash.

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. Worldpay Business - Integration

    ZoHo should really consider integrating worldpay business for UK clients.

    We were advised prior to singing with zoho that the software was capable to integrate with worldpay they failed to advise that zoho support only corporate gateway accounts - this is very unfair!

    Please action this ASAP?????

    10 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  4. Itegration of PayPal Standard & Paypal Business UK

    Hi All,
    It would be great if you could integreat - PayPal Standard & Paypal Business UK, as a UK user of ZoHo books we are resticted in use many of the features that zoho US offers and I feel this is very unfair!

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. Exporting records matching a criteria

    Exporting records matching a criteria

    Pls add a feature to export only records that match a certain selected criteria. Right now have to export all records and then filter wanted records , remove unwanted record which is quite cumbersome and also leave a possibility of error

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Multiple delivery address options for customers accounts

    Can we have multiple delivery addresses to hold additional delivery address information for our customers. Our bussiness deals with alot of customers with multiple sites and it is frustrating to continusly change the data befre submiting invoices.

    10 votes
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    8 comments  ·  Customers  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Everyone,

    We are happy to announce that, “Now you can add multiple addresses to contacts”

    With this feature, you can quickly and easily deliver items to multiple addresses.

    Kindly have a look at our help document in the link mentioned below.

    https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

    Regards,
    Reshma

  7. Add customer purchase order to Sales Order and keep the same on Invoices.

    We need the capability of adding our customer's purchase order numbers on Sales Order and that it is subsequently added to Invoices automatically.

    2 votes
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    0 comments  ·  Admin →
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  8. Integrarte CRM & Books/Invoices at Quote/SO level rather than potential

    Current,y Opportunities are synced to create invoice/estimate through Trigger. However, there is no point as there is no detail on it - so I suggest you do it at Quote and/or Sales Order level. This keeps sales out of books or won't require them to start quoting through books/invoices.

    37 votes
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    2 comments  ·  Zoho Integrations  ·  Admin →
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  9. Cash flow statement (indirect vs direct method)

    For the CASH FLOW STATEMENT, which Zoho Books uses the "indirect method" there should be an option to choose the "direct method" also. Both are legal.
    Thank you.

    7 votes
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    1 comment  ·  Reports  ·  Admin →
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  10. Add sequential numbering

    We should have sequential numbering for both payment receipts & bills, but especially for payment receipts, as they should be tracked for accounting purposes.

    Thx.

    6 votes
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    0 comments  ·  Payments  ·  Admin →
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  11. Hi there please add the option of downloading an invoice any document as a word document to support the Arabic printing

    17 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. there is a facility for budgeting and P&L v busget reporting

    as above. recording and reporting budgets with variance from actual

    35 votes
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    0 comments  ·  Reports  ·  Admin →
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  13. University Federal Credit Union - Add Bank to Integrations

    A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!

    7 votes
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    0 comments  ·  Banking  ·  Admin →
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  14. grid view zoho books timesheet

    It would be nice if you could add the grid view (as in zoho projects) in zoho books timesheet.

    Thx!

    1 vote
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  15. GST Tax feature for Malaysia

    The feature i requested is GST Tax feature for Malaysia.
    - Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.

    58 votes
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    7 comments  ·  Invoices  ·  Admin →
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  16. Billable Bank Charges

    It will be perfect if you add the (Billable) checkbox beside the Bank Charges field when an invoice is paid (either through the Invoice itself, or by Invoice Payment inside the Contacts and any other possible place).

    I found this Billable checkbox inside the Expense which is very good, but having it beside the Bank Charges will make things easier for us.

    For our business, we do put the bank charges on the customers, so if they issue the payment with putting the charges on us, this fees will be added to their next invoice.

    For now, if they send…

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Provide a way to sort the banking transactions by date and month, print them and check balances

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. Purchasing / sales by item reporting for customers in the client portal.

    I would like to see a feature that you can select in settings for the client portal to reflect sales / purchases by item type and date range. I think several entities like to provide customers with custom monthly reporting of purchases / services by item both in numeric form and pie chart / graphic form not just by having to go through each invoice one by one. We have been considering zoho books / invoicing and would be more adept to switching if this were a feature.

    Thanks for your consideration!

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Zoho Books polish version

    translate zoho books into polish language.

    11 votes
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    2 comments  ·  Admin →
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  20. Incorporate drop down menus on custom fields to make customizing faster and more user friendly.

    7 votes
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    1 comment  ·  Customers  ·  Admin →
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