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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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6966 results found

  1. Invoice numbering per client

    When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.

    It makes it easier to reconcile with clients in case some of the invoices went missing.

    Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.

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

  2. Reporting function to display all receivables and payables to any date in the past.

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

  3. Create bulk allocation of bank transactions in CSV import file

    Would be a great feature if we could already specify the General Ledger account name in the import sheet CSV file and then not having to manually categorise in Zoho.

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

  4. Allow for an itemized list on printed check stubs

    I would like to have an itemized list on printed checks' stubs. The vendors & employees that I pay like to see amounts + descriptions that are going into the total

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

  5. scrap this product. WAY too much manual work. Utter waste of my time.

    You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product

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

  6. Añadir cualquier columna en los informes

    Tendría que funcionar igual que CRM que permita añadir cualquier columna en los informes. Muy necesario para pasar informe a gestoría

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

  7. increase the number of contacts

    Limit of 50 contacts is really low. Quickbooks has unlimited even for the simplest version. Why can't you make it the same?

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

  8. Add Complete Status on Purchase Orders

    I would like to be able to have a Complete status option on purchase orders so once an order is complete they do not show up on a report.

    I also need to have the ability to run a report of Purchase orders that shows multiple statuses (open, partially billed, etc.).

    1 vote
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

  9. Credit notes automatically added to automatically generated invoices

    When I create a credit note now, I have to stop all of the invoices in the system from being automatic.

    Now I get a ton of emails so I have to go in, apply the credits and send off and/or charge the customer.

    When creating a credit note, I'd like the option to tick off a box that says "apply to next invoice?" Then let you choose an amount or percentage etc.

    Right now I have to temporarily change my system from being fully automatic to having manual steps. It's annoying and definitely decreases productivity.

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

  10. Put currency on invoice

    It's not clear is it US dollars or CA dollars on invoice.

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

  11. To not chose "taxable" or "not taxable" when creating customer.

    Sometimes it's taxable sometimes it's not. Also below 30k revenue there is no need for taxes and above there is. So that's not something that depends on the customer

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

  12. Insert payment received

    Can I just insert payment received without creating an invoice?

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

  13. Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

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

  14. Easier view to see that you have multiple attachments

    Right now we see this:
    http://prntscr.com/a9ot1h
    I cannot easily see that I have two attachments and also the names of the attachments are not displayed. It would be nice to display the number of attachments and in the center or at the bottom to display the name of attachment.

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

  15. POS System

    Create a POS system that integrates with Zoho Books, Inventory, and a Online store front

    114 votes
    11 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  16. Create a Store front That Integrates with zoho Inventory.( Something like OpenCart)

    A store front that integrates with Zoho inventory, Books, CRM, Reports, etc. This is one of the only avenue Zoho is missing in terms of online visibility.

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

  17. Create User Roles and Hide aspects (i.e. modules) of Zoho Books from Certain User Roles

    I would like to create user roles with certain restrictions to certain modules such as 'Banking'. This would allow for access control to vital company information.

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

  18. Exporting single purchase order in CSV/XLS

    Hi all,
    Today, many vendors uses online systems to record purchases and/or sells. Sending a purchase order in PDF is, of course, beautiful and clean, but when it comes to register a received PO as PDF in the system is long and risky of errors.
    In Zoho we have the possibility to import one or more POs or to export all POs at once. We cant export ONE PO only (afaik), so when I send a PO to my vendor, it may be difficult for him to insert it into his system, specially when my POs concerns thousands of items.

    …

    9 votes
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

  19. sir please balance seat and profit & Less required same to tally erp( other wise shatcut thank you

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

  20. Option to add a web link to an item

    It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.

    I am sure customers will love such interactive invoices in a world where everyone just hates the…

    6 votes
    Not For Now  ·  0 comments  ·  Items  ·  Admin →
    How important is this to you?
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