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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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6165 results found

  1. dear sir,

    we want to lock reporting tag once used for invoice and bill
    in one reporting tag 500 option suppose we used 1 no out of 500 then we want to lock that no so next time we no use the same

    3 votes
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    0 comments  ·  Reporting tags  ·  Admin →
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  2. Full screen view in Books

    I have a 34" monitor, but the budget view in Zoho Books is cut in a half with full screen, it will be really helpful to have a full view when you have a big monitor.

    Apparently is limited to 1650px x

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  3. add zelle and venmo options

    Would like offer payment link that gives customers option to pay via Zelle and Venmo.

    12 votes
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    2 comments  ·  Payments  ·  Admin →
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  4. Include an Asset Register in Zoho Books

    1 vote
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  5. would like Zoho Books to add 2 features 1) profit and loss sheet in percentage 2) Balance sheet all month wise

    We want 2 separate features should be added by ZOHO , Balance sheet and profit and loss sheet . So that we can compare month wise easily . Integrate these 2 ideas in ZOHO

    3 votes
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    0 comments  ·  Accountant  ·  Admin →
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  6. Indian language support for all text including numbers. Especiall in Marathi

    I want to create invoices, POs, quotes, and all other documents in Indian local/ regional language, especially Marathi.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. Bank - Customer deposit rules

    Customer deposit should autmatically be allocated to customer based on a rule. We receive 1000 of deposits on a monthly basis and very time consuming to post each individual transaction. The bank should automatically recognise customer reference and give the option to deposit it to that spesific customer based on rule like any other transaction

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  8. I need a additional (estimate/job card) template

    Dear Sir,
    I need a customized template under SALES.

    We have two type of estimates,
    1. Product Estimates
    2. Service Job Estimates.

    both estimates having different template & terms and conditions.

    so we are having Estimates by default the same we are using for to send quote for products.

    Now we need another template (clone of regular estimate) under the SALES Menu.

    kindly do the needfull

    Regards,
    K. N. Naveen Kumar
    IT Support
    Pavan Machine Tools
    9448672255

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  9. I'd like to see a place for the contact person that is associated with the Account or Vendor

    linkage to choose the contact that belongs to the account. This will help with follow up if it's not the same sales person.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  10. ADD "ADVANCE PAYMENT" OPTIONS IN PAYMENT TERMS TAB (OR) MAKE IT CUSTOM FIELD TO ENABLE USER TO ENTER TEXT BASED ON CUSTOMER

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. milestone invoicing

    A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Can not void SO if I created a backordered or dropshipment

    My customer canceled the order and PO drop shipment was created.
    But, I can not void SO even though PO was canceled.

    In order to void the SO, I must delete the PO.

    For accounting record purposes, is not advisable to delete any records.

    Please fix this Zoho

    1 vote
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    0 comments  ·  Admin →
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  13. When searching for Invoices- to be able to search by month or year

    There is no way of searching an invoice using month or year

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  14. Enable foreign suppliers & customers transactions to automatically generate into the base currency of the respected countries

    Respected Team,

    Shall you create one option to generate the statement of accounts in to the base currency of (INR)

    if the supplier having his base currency of JPY then the transaction shall be book in to his own currency but that transaction are automatically goes into base currency like "INR"

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  15. Integrate Zoho Books with the "Tax Jar" service

    It would be great if Zoho Books integrated with the Tax Jar service. This is similar to Avalara, but the cost is better. Thank you.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  16. material delivered on DC at different dates should be allowed to convert to 1 invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Payroll integration for small business holders who have only 8-10 employees

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  18. you will enable find option while making invoices very easy for using,so please add this option

    you will enable find option while making invoices very easy for using,so please add this option

    1 vote
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  19. I would like to see the ability to insert Subtotals in the body of an invoice.

    I would like to see the ability to insert Subtotals in the body of an invoice.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Must be a setting that e-mails sent from the system is sent from the users e-mail addy and not the primary e-mail address of the system.

    Customers are responding to the wrong e-mail address and we cannot set to automatically send emails out of books from the users e-mail. Only the Primary e-mail addy.

    4 votes
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    1 comment  ·  Users & Roles  ·  Admin →
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