Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6410 results found

  1. Add option to choose a particular date for the fiscal year rather than just month

    Have the ability to set the fiscal year to a specific date to make reporting easier. For example in the UK tax year start around the 5th or 6th of April so it would be good to set the exact date not the 1st of the month.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Accept Comma in currency figures

    Dear Zoho,

    A feature I need is when you paste an amount with comma ... say 3,256.90 it should be accepted with the comma. Many a times we copy from excel or from calculator and it becomes a pain to remove the comma first

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Bill.com

    Add integration with bill.com

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Ability to associate Zoho Projects to Customer in Zoho Books.

    When Zoho Projects and Zoho Books are integrated, there is no option now to associate the Project with a customer present in Zoho Books. Hence all Invoice/ Expenses created under a particular Zoho Project cannot be associated to a customer in zoho books.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. show on Invoices and estimates the sub total after discount and then show taxes

    have the choice to show on Invoices and estimates the sub total after discount and then show taxes

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. track sales order and purchases orders associated with a project

    I would like to have the ability to associate sales orders that contain materials and any purchase orders to a project's budget. We not only sell engineering services but all the materials that are associated with the design. The ability to track all expenditures against the budget is critical.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. SKU field missing for manual invoice import

    Please add SKU field when manually importing invoices. At the moment there's only item name available, but item name across different selling platforms might vary while SKU ca be kept the same!. Please add SKU field for manual invoice imports.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Check printing and deposit slip printing

    After payment Check print option with check details and payment voucher

    As we already have the cheque details , why not the deposit slips , banks they accept deposit slips , system generated

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Arabic + English language on both invoices

    Dear Zoho,

    Can you please create a templete for both invoice that support arabic and english language.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Need customizable dashboards

    Customizable Dashboard please so that I move the panes around and show the most pressing items at the top of the screen.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. RFQ to Vendors

    Would like to request to please add the "RFQ" tab under "Purchases" that will be sent to Vendors before placing the order.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Managing the inventory within the warehouse so that I know at which particular area or rack a particular item is located

    Managing the inventory within the warehouse so that I know at which particular area or rack a particular item is located
    This would help in better internal management of the warehouses

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. for barcode generation

    do something for bar code generation for item wise & reading barcode ..its too easy for work...& for invoice also

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Multiple GST profiles for each state.

    There are possibilities that one customer or vendor has multiple GST profiles for each state. in such situation the customer/vendor master shall have add more button for GSTIN, Address, City, State, PIN, email & Contact Details

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Develop direct payment instruction for bank payments.

    There should be a list of Payment instructions which can be used as a ABA file for bank payments. Thanks

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    8 comments  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Estimates - Rearrange item columns (change order of columns)

    I would like to be able to change the order the of the item columns on the estimates (and invoices for that matter).

    Example:
    We have...

    --- Item & Description --- Qty --- Rate --- Discount --- Amount

    I would like to be able to change this to...

    --- Qty --- Item & Description --- Rate --- Discount --- Amount

    Would also like to move the custom columns in there as well. You would think this would be very easy to do.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Enable inventory tracking after transactions have been recorded

    I would like to see an update where you can enable inventory tracking on items which did not previously have it enabled, even after transactions have been made with this item.

    You would simply set the system to record the inventory on the item from that day forward.

    The reason for this is for example if you have a company which drop ships a particular item, then decides one day to inventory it - you cannot utilize that item already in books and have to create another one. This can become a mess, especially since you cannot use duplciate sku's…

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Create returnable delivery challans.

    We have the functionailty to record returns on challans, but we need to have challan type as returnable, where all the goods are returned. This is for service providers who send equipment to customer site and take back the same when service is completed.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. - Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed

    This option will fix quite few issues related to banking feeds sync

    1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction

    2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates

    3- we should have an option to use search / filters using dates, description to find a transaction if we need to

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Please integrate payrexx.com

    Payrexx makes it easy to sell through all online channels. Immediately accept Visa, Mastercard, PayPal, Apple Pay, Samsung Pay and further 100+ payment methods as WIR, .

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base