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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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6460 results found

  1. Filter Reports Based On Business/Individual

    It's no good having the option assign sales as business & individual if there is way to run reports. We would need to know how much business we are getting through the Individual customers and how much we are getting from business customers.

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    0 comments  ·  Reports  ·  Admin →
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  2. Add option to have a total on reports

    It would be nice to have the option to add a TOTAL field at the end of a column on reports.

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  3. Improve the GoCardless Integration

    We need a more integrated GoCardless experience in Zoho.
    A few ideas that I've seen implemented on other bookkeeping/finance systems are,
    Multiple mandates per client, Zoho can only have one GC mandate per client, but GC supports multiple.
    Sync a single Zoho Customer to it's GC account. At the moment you only have the option to refresh ALL GC mandates.
    Have a better connection between GoCardless and Zoho than just the company name.
    Have automatic invoice payments from a primary GC mandate.

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    0 comments  ·  Payments  ·  Admin →
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  4. Summary of Vouchers with HSN/SAC

    Detailed summary report is required (like in Tally)

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  5. Intervals of month aging

    Request for "intervals of" month in "Customize report". The current options are "week" and "days".

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  6. Search engine should search globally through all key fields, in all data types

    The search field should be a global search and organize the search results by type of data. It would be nice to enter a value, and know that search is looking through all major data points to find the term. As of now, the default is for the search to look at Customers. If you want to search Invoices, you need to first select invoices, or set the search parameter for the search to Invoices.

    As a reference, your own Zoho CRM, and the competitive Quickbooks both function with global search.

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  7. input credit

    Automatic calculation of Input Credit available based on Rules 36(4) as amended

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  8. List that shows ALL customers with oustanding unused credit

    List that shows ALL customers with oustanding unused credit Una lista de todos los clientes que tengan Credito Sin Usar.

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  9. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

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    1 comment  ·  Invoices  ·  Admin →
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  10. I have more than 300 customer, all have different prices for different items , how can i manage them ,

    While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,

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    1 comment  ·  Invoices  ·  Admin →
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  11. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

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    1 comment  ·  Invoices  ·  Admin →
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  12. set default bank account to make payment from

    Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list

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    1 comment  ·  Payments  ·  Admin →
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  13. vendor/customer option to exporting popup for invoices

    • add vendor/customer option to exporting popup for invoices
    • increase Date Range for invoice exporting
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    1 comment  ·  Invoices  ·  Admin →
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  14. Supress showing CGST & IGST breakup for consumer invoices

    In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP

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    0 comments  ·  Invoices  ·  Admin →
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  15. Show User on Purchase Order and allow filtering

    Good Afternoon,

    It would be great to have the Purchase Order show the user who created it.
    Also, allowing a filter by USER so an employee could see only their POS.

    Thanks,

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  16. kerala flood cess

    its is difficult to change CESS 1%(Kerala Flood Cess) every time for GST and for non GST Invoices.Please try to make it automatic.

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  17. print delivery note in multiple copies

    I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
    original
    customer copy
    etc

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  18. Sales Pipeline View for Estimates

    Create a NEW VIEW for ESTIMATES….

    The ability to show ESTIMATES in a PIPELINE VIEW

    Columns to show

    -Quote Sent
    -Re-Quote Required
    -Potential
    -On Hold
    -Accepted
    -Declined

    Or maybe better to create CUSTOM statuses

    Then have the ability to SORT the columns as we see fit.

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  19. Comprehensive Guide to Bittrex Customer Support and Investment Opportunities

    When it comes to cryptocurrency trading and investment, having reliable customer support is crucial. Bittrex, one of the leading cryptocurrency exchanges, offers exceptional customer service to ensure a smooth experience for its users. In this guide, we’ll cover everything you need to know about Bittrex customer support, investment opportunities, and how to buy crypto with Bittrex.
    1. Bittrex Customer Support Number: 1–844–914–1904
    If you need immediate assistance with your Bittrex account, the best way to get in touch is through the Bittrex customer support number. Dial 1–844–914–1904 to reach a representative who can help you with any issues you may…

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  20. Trader Joe Customer Service Number: Your Gateway to Seamless Crypto Trading

    If you’re looking for top-notch customer service +1–844–914–1904 for your cryptocurrency needs, Trader Joe offers exceptional support to ensure your experience is seamless and satisfying. Whether you’re new to investing or a seasoned trader, the Trader Joe customer service team is here to assist you with any queries or issues you may encounter.

    Trader Joe Customer Service Number
    For immediate assistance, you can reach Trader Joe’s customer service at +1–844–914–1904. This dedicated line is designed to provide you with quick and efficient support.

    Customer Support Number Trader Joe
    By dialing the Trader Joe customer support number +1–844–914–1904, you can get…

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