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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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6407 results found

  1. Open more chart of accounts

    Hi, team zohobooks, I suggest that you should leave the chart of accounts more open, I mean the accounts that are standard in zohobooks, I say this because the chart of accounts of each country is different so to not have many problems nothing better than Leave more open the chart of accounts or at least see ways to create sub-accounts in these accounts that are standard because most of them can not create sub-accounts and has caused much inconvenience in our client. I suggest this because here in angola many customers, entities and people are already relying a lot…

    15 votes
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  2. Option to record Tax deduction even at the time of recording bill since Indian tax laws mandates the same

    Similar to 'Record Payment' an option to record Tax deduction at the time of recording bill should be made available since Indian tax laws mandates the same. For example I record an expense which is subject to tax withholding in the month of Jan. In this case I'm required to record tax deduction immediately and remit the amount so deducted to Government by 7th Feb irrespective of when I pay the vendor.

    15 votes
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  3. Make partial payments option available as a global setting

    Please make partial payments available on a global level. Currently it's an option only on the invoice level.

    15 votes
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    0 comments  ·  Payments  ·  Admin →
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  4. zoho books Integration with shopify

    Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.

    15 votes
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  5. German market / Add german Banks to Banking-Module

    The banking module for german companies is useless.
    Please add german Banks to the Banking-Module.

    15 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. Adding of Small Retail Bills compactable to thermal printer and Barcode Reader

    Adding of Small Retail Bills compactable to thermal printer and Barcode Reader,

    15 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. 15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. RFQ Module

    we need you to add RFQ Tab as part of the Purchase order

    15 votes
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  9. mass selecting uncategorized transactions and manually group categorizing?

    In the banking section under uncategorized transactions, is there a way of mass selecting transactions and manually categorizing? Not using "Transaction Rules". Quite often there are many small transactions that come through a credit card that don't necessarily merrit a rule and it would just be easier to select transactions and mass categorize

    15 votes
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    3 comments  ·  Banking  ·  Admin →
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  10. Integration with Indian eCommerce Portal

    Do we have insight when Zoho Books is getting integrated with india eCommerce Portals for e.g.. Flipkart, Amazon, Snapdeal, eBay etc.

    At this point of time when more thn 50% of business is online this feature is must have to automate our Business & Billing and getting these in Zoho will be a blessing for users, Thanks.

    15 votes
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  11. Payment by instalments

    Currently we sell products for say $3000. The customer will pay a $1000 deposit/initial payment then be required to make regular monthly payments of say $400 for the next 5 months to pay the remaining balance. We have used 2 methods to do this.
    A) This is mostly automated however the customer (and us) has to work out the balance owing manually (ie the balance remaining is not indicated on any invoice etc). What we do here is create an invoice for the initial deposit/instalment then create a separate recurring invoice for each of the monthly instalments that is emailed…

    15 votes
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    4 comments  ·  Invoices  ·  Admin →
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  12. Budgeting and Estimate for the a year

    Please create the estimates/budget/projection template and its comparative with actual performance. We want to see what we said at the beginning of the year and what actually we are doing per month.

    15 votes
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    0 comments  ·  Estimates  ·  Admin →
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  13. Approval work flow for payment Receipts & payment made .Once approved it must be locked

    Approval work flow for payment Receipts & payment made .Once approved it must be locked

    15 votes
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    4 comments  ·  Banking  ·  Admin →
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  14. The statement of accounts needs separate columns for invoice numbers and purchase order numbers

    While it's great to have a statement of accounts feature, it isn't serving it's purpose since the isn't an option to show the purchase order number. Also the invoice numbers should be mentioned in a separate column.

    Thank you!

    15 votes
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  15. Work In Progress Accounting for Zoho Projects

    WIP accounting is important for businesses with project sales. This will automate necessary accounting entries and avoid mistakes

    15 votes
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  16. Cost Plus on Expenses

    Projects needs the ability to have a cost plus on expenses for billing purposes. When setting up the project simply put a percentage to add on all expenses and when billing expenses are marked up by that amount. Most of. our jobs are by Task Rate and Cost Plus on Expenses

    15 votes
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  17. Reports in different currencies

    Allow P&L, Balance Sheet and other reports to be generated in a currency other than base currency.

    15 votes
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    0 comments  ·  Reports  ·  Admin →
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  18. Item + subcategory with diferent unit and price

    Make an invoce or estimate with Items + subcategories, with diferent type of unit measurents and prices. For example:

    6 feet of wood frame (100$ per feet) + 1 service of framing (includes glass, foamboard) that measures in square feet (50$ per squeare feet).

    15 votes
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    7 comments  ·  Items  ·  Admin →
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  19. Consolidating multiple sales orders into one purchase order

    It would be extremely useful to consolidate numerous sales orders into one purchase order. As a wholesaler, we take multiple sales orders for the same item from different customers. We then would like to put this forward to the manufacturer as one complete purchase order that lists a grand total of all the items in all variations needed. The manufacturer can then easily see what they need to produce in total and wouldn't have to add up individual sales orders. It would also help and speed up the process of receiving and allocating goods back into inventory and matching up…

    15 votes
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  20. Reports / Sales Tax Liability

    -Taxes
    -Sales Tax Liability
    -Custom
    In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.

    15 votes
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    0 comments  ·  Reports  ·  Admin →
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