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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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6729 results found

  1. 10 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. Multiple delivery address options for customers accounts

    Can we have multiple delivery addresses to hold additional delivery address information for our customers. Our bussiness deals with alot of customers with multiple sites and it is frustrating to continusly change the data befre submiting invoices.

    10 votes
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    8 comments  ·  Customers  ·  Admin →
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    Hi Everyone,

    We are happy to announce that, “Now you can add multiple addresses to contacts”

    With this feature, you can quickly and easily deliver items to multiple addresses.

    Kindly have a look at our help document in the link mentioned below.

    https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

    Regards,
    Reshma

  3. Worldpay Business - Integration

    ZoHo should really consider integrating worldpay business for UK clients.

    We were advised prior to singing with zoho that the software was capable to integrate with worldpay they failed to advise that zoho support only corporate gateway accounts - this is very unfair!

    Please action this ASAP?????

    10 votes
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  4. Quebec taxes Report (QST TVQ)

    In the Canadian version add the tax report for the Province of Quebec (QST).

    Dans la version Canadien, ajouter le rapport de taxes pour la province de Québec (TVQ).

    10 votes
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    0 comments  ·  Reports  ·  Admin →
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  5. Estimates for Prospects or Leads

    I am so grateful that Zoho CRM contacts can be syncronized with Zoho Books. Most of my estimates get sent to Leads though, and not Clients. This means I have to convert a Lead to a Customer prior to creating an estimate for them. When they don't actually buy, there is no way in CRM to revert them to a Lead, and I have to re-create them. This is causing a lot of extra work (both to send the estimate, and to revert them to a Lead) and headache.

    10 votes
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    1 comment  ·  Estimates  ·  Admin →
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  6. INTEGRATE WITH SHOEBOXED

    to import expenses and receipts into zohobooks

    10 votes
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  7. Allow customers to pay by Bank Account (ACH through Forte) from invoice

    When sending invoice to customers the only option they have to pay is by credit card. The customers should have the option to pay by bank account.

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Add Dwolla as a Payment Provider or Manually Say Received via Dwolla

    Add Dwolla as a Payment Provider or Manually Say Received via Dwolla

    10 votes
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    0 comments  ·  Payments  ·  Admin →
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  9. Add photo to contracts

    It's nice to add photo features to each contract, so contract can be easily maintain

    10 votes
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    1 comment  ·  Customers  ·  Admin →
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  10. Please make ability to set common defaults

    Would like ability to set common defaults such as
    1) Ability to set default country when entering contacts, payment information in credit card fields, etc. We only deal with US customers, for example, and need to keep selecting the country each time.

    2) Ability to set default account when receiving payments. It appears it defaults to PETTY CASH... which is probably the least used account by everyone in general (unless you're running a cash register or something)

    10 votes
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    1 comment  ·  Admin →
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  11. Allow the ability to link specific payments to default for accounts

    When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  12. Report customization

    I can customize a search screen, but cannot print or export it. Adding all the filters now available for a search to the report dialog will enable searching and printing or exporting crucial reports.

    10 votes
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    1 comment  ·  Reports  ·  Admin →
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  13. in Italy is a widely used method of deferred payment when I create an invoice would be helpful to have the choice of method of deferred pay

    in Italy is a widely used method of deferred payment

    when I create an invoice would be helpful to have the choice of method of deferred payment 30-60-90 days

    it would be useful to have a system that alerts the customer deadlines

    all management systems sold in Italy have this function

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Hide Salary On Expenses

    Staff can see and input expenses except salary, but the administrator can see all

    10 votes
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  15. Create a Store front That Integrates with zoho Inventory.( Something like OpenCart)

    A store front that integrates with Zoho inventory, Books, CRM, Reports, etc. This is one of the only avenue Zoho is missing in terms of online visibility.

    10 votes
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  16. deposit feature on invoices needed desperately. Please pay a deposit of 10% by _____ choose date

    You guys need to have this:

    A deposit field that states:

    Please pay a deposit of 10% by _____ choose date

    This should then be calculated by the total amount.

    The Retainer feature is double handling and a very, very basic way of asking for money with little or no details on it like an invoice.

    This is stopping me from signup and changing from freshbooks. !

    10 votes
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    5 comments  ·  Invoices  ·  Admin →
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  17. Commission Reports By Salesperson by Gross Profit

    I need to run a report based on gross profit by job and by salesperson. Running a commission report for each sales person based on an individual commission rate is needed for us to make a full switch from QuickBooks. This is very important to us, please help!

    10 votes
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    1 comment  ·  Reports  ·  Admin →
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  18. Recurring invoices that includes unbilled time entries

    As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice from each project each month yet there doesn't seem to be an option to create a recurring invoice from a project.

    10 votes
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  19. Connect existing invoice to a project

    if the invoice was set up before the project, there doesn't seem to be a way to connect the two.

    10 votes
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    1 comment  ·  Admin →
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  20. Customize Recurring Invoice Handling Not Default

    Currently there is a setting on how to handle recurring invoices. create, create and send, etc... You set these under company preferences.

    I have 80% of my invoices that should be handled a specific way, but the other 20% a different way. For example, I want the default to be to create the invoices. But for 20% of my recurring invoices, it is OK to email them without being reviewed.

    I would like the ability to specify whether each recurring invoice follows the default, or is handled differently. This way, anything that can automatically be sent will and I only…

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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