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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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6167 results found

  1. Remove Avalara restrictions on Discounts!!!!

    There is absolutely no reason that Avalara should be tied into, and therefore restricting, discounts!!!!! Taxes are only applied to item totals and order totals, so why do you have it involved whatsoever??

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Remove Quantity details from invoice

    Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. 1 vote
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  5. We need be able to add costs into our inventory. So we buy a used machine, add our man hours into it and buy parts that are a

    We need to be able to add costs into our inventory. So we buy a used machine, add our man hours refurbishing it, and buy parts that are added to it. Maybe it's bought for $6,000 but we add $20,000 of parts and labor to it, all of which have to be associated with that machine and become part of COGS when it's sold. With Sage - our old accounting system- it was possible. Unfortunately we have no way to do this in Zoho Books.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  6. Mark invoice as sent in bulk but it is not showing any option

    Mark invoice as sent in bulk but it is not showing any option.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. Paperless

    we need the option to be able to use tablets for our customers to sign the invoice and delivery note the we can email it to them instantly.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Attachment field vendor portal

    Make the custom attachment fields available on the vendor portal.

    3 votes
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    1 comment  ·  Vendors  ·  Admin →
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  9. multi text custom field

    Allow a custom multi line text box under the subject line in estimates.
    This will then allow us to add additional description details for the estimates.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  10. tax filing reminder

    Please allow reminder setup for tax dates. GST tax dates are so frequent that a small self-run business can find it difficult to track and remember.

    1 vote
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    0 comments  ·  Automation  ·  Admin →
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  11. Can We have Accept or Decline Button in the Email Footer itself for Estimates.

    I Agree that Zoho Books is doing a great job when it comes to client satisfaction. But i have seen this in other Accounting Software's. The Option to Accept or Decline an Estimate is placed directly in the Email footer rather than clicking the view Invoice button which directs you to the public portal. The Button that says view Estimate will be replaced 2 Choices Instead, "Accept" or "Decline". When the client clicks accept we get notified via zoho books & when the client Declines, it opens a new tab with the Public Link Portal wherein the client mentions the…

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  12. Merging Chart of Accounts.

    Please add the feature of Merging Duplicate or Multiple Chart of Accounts Into Single Chart of Account. It is much needed feature in Zoho.

    9 votes
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    0 comments  ·  Accountant  ·  Admin →
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  13. Add navigator buttons in the payment page

    Sometimes you need to recored a payment for more than 300 invoices at one time, but only for specific invoices by their numbers. However, many invoices are not shown in the list among of sent invoices.

    So, it's really demanded that you add navigator button to go next pages and browse all sent invoices to make it possible see all required invoices to be paid.

    Example is like this << < 01-02 > >>

    11 votes
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    0 comments  ·  Payments  ·  Admin →
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  14. POS , Zoho is very very late in introduce PSO

    from my two month experience zoho only suitable for item base sales business , its very poor to control manufacturing business

    1 vote
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  15. Add Tax Payable to manual journal for US

    While the automatic Tax Payable system may work well enough for Sales Tax, there are other taxes which I am obligated to record and pay that it does not handle so well. For example: in my state it is a requirement that we pay Use Tax on items which we do not resell and were not charged tax when purchased. There is no module for entering this type of tax, so I must make manual expense or journal entries. I would like to put these amounts into the Tax Payable account, but I am not allowed to post any entries…

    2 votes
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  16. 2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. In zoho books :-duplicate customer and contact merging feature is not same as in zoho CRM

    even if i merge duplicate customer/contact in zoho CRM ..it is again get duplicated because in zoho books there are duplicate customers/contacts exists..and while syncing zoho crm & zoho books duplicated contacts are fetched into zoho crm ..then again in zoho crm there are duplicated records...and it keep on going...

    so pls solve this issue

    1 vote
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  18. payroll system per work for temporary employee

    payroll for employee like working on per meter wages or like per kilogram in brick manufacture

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. ERP Kind Idea

    I believe ZOHO is very smart software. But in reporting side, all the reports are such way that, zoho wants to promote ZOHO Analytics and hence don't provide proper reports. This is really unfair. I don't believe that such a smart software can not provide proper reports.
    You must upgrade for reporting because reporting is the only key to manage and understand business.
    In ZOHO Inventory, I have asked many many times for Category wise report but I am still waiting.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  20. match email attachment with expense, or bill from zoho mail extension

    It would be nice to attach print version of email, or attachment, to a zoho book or zoho inventory transaction from the zoho mail app plugin.

    Right now I download or print to pdf, then I go to transaction in zoho books and attach. This is very time consuming

    3 votes
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