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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.

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. SKU

    I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).

    It would be great if CRM and Books could sync every fields they contains.

    Tanks!

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

  2. Work flow automation Estimate to Sales Order

    When a customer accepts an estimate the next step should be available as an automated work flow. ie: Upon accepted estimate create an open sales order. This should happen if the client self accepts the estimate via the portal or if the Zoho user accepts the estimate for the client.

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

  3. Print more than 5 checks in Zoho Books

    Option to print more than 5 checks in Zoho Books

    7 votes
    2 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  4. Takeout invoicing for those who don't need it.

    Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.

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

  5. branches

    Please add feature of multiple branches

    63 votes
    4 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  6. Better contact search

    It would be very helpful if you could search three fields when using the quick search feature. I would like to be able to enter a name in the quick search field and have it check the contact name, email address and company name fields. It seems to currently only search the email and contact display name.

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

  7. Easy-fix Reports: Simply add Date Customization a "Project Details" as already in "Timesheet Details"

    We need to generate (for clients and ourselves) an overview of the Timesheet details for a certain project and period.

    However, under "Reports" / "Projects & Timesheets" / "Project Details" the "Customize Report" Setting as in the next menu below ("Timesheet Details") is missing.

    It is currently not possible to generate a report based on projects just for one month. It currently simply states it for the whole lifetime! This just doen't make sense an is certainly very easy to fix.

    Just please please please add the "Customize Report" Setting on top also to "Project Details" so one can change…

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

  8. email or print unlimited invoices

    We should be able to email or print unlimited invoices. I have over 300 clients on reoccurring invoices and its very inconvenience to only email/print so many at a time, especially when we have to adjust the invoice so those need to be drafted first then emailed.

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

  9. Add an account "Outstanding Balance" to inovices

    Invoice template should have a account balance or "receivables" (outstanding) so it will alert or tell the customer what they owe on their account, or an aging box showing all past due amounts.

    This seems like it would be really easy to pull the "receivables" from the contacts and add as a placeholder.

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

  10. PayFast payment integration

    PayFast.co.za is a South African based payment gateway and we would like to be able to integrate this into Zoho Books as most of our customers make a bank transfer and PayFast.co.za is able to accomodate this feature.

    42 votes
    4 comments  ·  Payments  ·  Admin →
    How important is this to you?

  11. To add boolean search while searching of items listed in the material master

    Like when we search in google, entering a particular word should list the items containing that particular word. Currently we have to enter the first word, in order to find the right material, in case if the word is listed in third place, then it is not listed in the selection list. Kindly add this feature.

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

  12. Correct handling of sales TAX for US customers

    In the USA, (California for sure), we are required to calculate and report all sales tax collected and paid. As a vendor with a resale license, I can choose to pay tax at purchase, or defer and not pay tax at purchase if the item is to be re-sold. When I sell a product, I am required by law to collect sales and use tax for the jurisdiction in which the item is sold/used.

    When I was using the USA version of Zoho Books, I was unable to track sales tax on purchases (no spot in the bill to apply…

    18 votes
    Not For Now  ·  1 comment  ·  Admin →
    How important is this to you?

  13. allow clients to enter their fiscal details, not just address but VAT number too

    allow clients to enter their fiscal details, not just address but VAT number too

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

  14. 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?

  15. 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?

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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