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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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6411 results found

  1. Integrate with Etsy

    I'd like Zoho Books to be able to integrate with Etsy. Many e-commerce shops that sell handmade or vintage items sell on Etsy, and it would be very useful to have Etsy integration. Especially as I charge in USD but pay fees in CAD, using Zoho's functionality for multiple currencies would be ideal for Etsy transactions. Having to manually upload a formatted CSV each month adds to my bookkeeping time.

    10 votes
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  2. Purchase order, invoice, sales order item keyword search

    when i input items to the Invoice, Purchase order, saler orders or any.. i have to input the exact words from the beginning of the item name.

    example

    Item name: Apple Watch

    search item: apple

    in order for it to appear in the dropdown list.

    i would be great to just write "watch" and also be able to select from the dropdown list

    PC, and Android app, must write the exact first word.

    iOS, can write "watch" and the product is listed in the dropdown list to be selected.

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. automatic weight calculation in invoice

    automatic weight calculation in invoice , these days weight managment for online orders is an important tool , say if we add a weight coloum in item master and it calacualtes the total weight of products in invoice , its good to ship across

    10 votes
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  4. Approval of Expenses by Admin

    There must be a Compulsory work flow in ZOHO Books where the Admin has to approve the expenses entered by staff or other users just like ZOHO Expense. Only after approval should the expenses go into accounts

    10 votes
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  5. Project Completed / Finished

    It would be great if we have an option to mark the project as completed or finished. So we don't need to keep all the projects in same list or at least we will know what are the on going projects and what are the finished projects.

    10 votes
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  6. line item

    Allow line item specification for partially paid invoices. For example if my customer pays for 1 of 10 items on my invoice, I should be able to specify what specific item they've paid for so I know what to remind them about during collections.

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. PLEASE ADD IN SOA TEMPLATE - ONLYFOR OUTSTANDING INVOICES TO SHOW

    PLEASE ADD IN SOA TEMPLATE - ONLYFOR OUTSTANDING INVOICES TO SHOW

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. TDS on advance payment

    How can i record TDS while recording an advance payment?
    say, we are making an payment to vendor as advance and the payment needs to deduct TDSbut while recording it we are not able to record the tax figure.
    Example:
    Advance payment to vendor Rs.10000(including TDS @10%)
    entry for the same is :
    Vendor A/c Dr. Rs. 10000
    TDS A/c Cr. Rs. 1000
    Bank A/c Cr. Rs. 9000
    But in zoho payment I am not able to record the TDS.
    is there any other method i can use to record this TDS??

    10 votes
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    0 comments  ·  Payments  ·  Admin →
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  9. Please allow us more options to customize our check template beside moving information up and down or side to side.

    Disappointed in how my checks looks. My memo notes print way above the memo line, even when I include contact address on the check. If I do not include contact address then my memo notes are aligned up even further away from memo. The checks do not come out a nicely aligned as shown in your pictures. As well, my first stub (middle) prints fine, but the second stub (bottom) starts printing on top of my company name instead of underneath. There are no options for me to adjust this at all.

    10 votes
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  10. Zoho Search need to improved

    Zoho search feature is really poor compared to other accounting software. For ex: In contact, if we missed out first letters of our customer or vendor search won't be possible. This is really bad. Zoho needs to revamp their search functionality.

    10 votes
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    1 comment  ·  Admin →
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  11. support of XML format to export sales data

    I have to send to my banks, xml format files to organize SEPA wire transfer from my customers

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. show on the New Invoice screen whether-or-not a customer has an available credit that should be applied.

    When creating new invoices, I would like the invoice screen to show if customers have available credits that can be applied to their new invoices. I have lots of customers with available credits on their accounts. Every time I create a new invoice, I have to back out of the New Invoice screen and verify whether-or-not a client has a credit that should be applied. Even better, I would love it if Zoho automatically asked me if I would like to apply an available credit to the invoice before saving and emailing it to the customer!

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. I would like to have font Khmer Unicode to be available for printing on Invoice and Bill. Thanks.

    I have input the data into the invoice or bill. Then I want to print it out, but it doesn't recognize Khmer font in the invoice or bill. Thanks.

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Include Gst calculation in Journals

    when we purchase an asset like computer we have make a journal entry for that
    But computer price includes gst which can be availed as input
    So in manual journal if we have an option to make entry with gst we can claim ITC

    10 votes
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  15. In Banking transaction list, can you have the next page also at the top

    In Banking transaction list, can you have the "next page" also at the top so you dont have to scroll down to go to the next page.
    I the same way, have the process button also at the bottom

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  16. Customisable Tax Reporting

    As it will surely take a long time to offer region-specific Zoho books, especially in terms of tax/VAT compliance... Can you at least offer more comprehensive tax reporting, where we can specify what tax and transaction types we would like to see in ONE report that can then be exported easily and transferred to our relevant tax documentation?

    10 votes
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    0 comments  ·  Reports  ·  Admin →
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  17. allow split expenses to be allocated to split customers

    When I itemise expenses, I would like to be able to allocate each line to a different client... i.e. if I buy 5 items in one go for 5 different clients then I want to itemise that expense and then bill each client for their line

    10 votes
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  18. Allow recurring expenses to be itemized (split between different accounts)

    Zoho Books now supports itemized/split expense accounts for manually added expenses. However, this feature is not currently available when creating recurring expenses. As a result, recurring expenses that have more than one component (e.g. a recurring payment made with principle and interest components, or direct-cost and tax components) need to be set up as distinct recurring expenses.

    It would be nice if recurring expenses offered the same feature set as manually added expenses.

    10 votes
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  19. 'Payment Received by Sales Person'

    We calculate sales commission based on sales invoice that have been paid. Would really appreciate if you can create 'Payment Received by Sales Person' report -- similar to 'Sales by Sales Person' report.

    10 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. Allow projects to be set up as fixed fee but invoice can show tasks and cost per task instead of only by hours and hourly rate

    Most of my projects are fixed fee by task, but I still track the hours by task. I want to show each of the tasks as a line item on the invoice but I want to bill by fixed fee and not by the hours spent. The hours spent are only for my internal information.

    10 votes
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