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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. Retainer Invoice with Salesperson Input

    Be it is a Standard Invoice or Retainer Invoice, they are still considered Sales. So Salesperson information should have been included in the Retainer Invoice, without that we can't track and do proper payout to our Sales Team!

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Allow flexibility of customizing multiple business check styles. I, for one, need a 3-per page, wallet-style format.

    Allow flexibility of customizing multiple business check styles. I, for one, need a 3-per page, wallet-style format.

    It would be helpful for us all to have greater flexibility to customize our banking and billing forms according to the norms in our respective locations. Part of the address block on my invoices and estimates renders incorrectly in the display and in print after entering the information in the template but, it cannot be corrected to display and print properly.

    Additionally, the check template is too limited. All your business account holders should be allowed to customize the check format according to…

    10 votes
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  3. compatibility with French regulations ?

    being able to edit an FEC file for example

    10 votes
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  4. BACS - multiple payments in one bulk payment

    We pay vendors by BACS. Payments for multiple vendors (including multiple bills for the same vendor) are combined into one payment which appears on the bank statement as a total figure. In Zoho Banking we want to be able to see the total figure and not see each individual transaction from the payment. At present Zoho Books can pay multiple invoices for one vendor but not payments for multiple vendors.

    10 votes
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    2 comments  ·  Banking  ·  Admin →
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  5. bank reconciliation

    there should be a option available to change entries after bank reconciliation. because sometimes it happens that we have to change debtor ledger in that case we are unable to the change entries. in that case first we have to delete whole reconciliation the can edit. it is very painful.

    so request you to do the needful

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. integrate Zoho Inventory with EBAY Australia for stock control on EBAY

    Setup integration for Inventory to manage stock on EBAY same as the EBAY UK system

    10 votes
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  7. When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

    When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

    10 votes
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    1 comment  ·  Templates  ·  Admin →
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  8. to integrate bunq payemnts

    Dear Zoho,

    I would love to have my banking connected to Zoho booking. I am using Bunq as my business bank account. Right now I can't find an integration with Bunq.

    However they provide excellent integration with their open API: https://www.bunq.com/api/developer

    Right now I am doubting to continue with Booking of zoho since I am not able to wire up my business account.

    Please let me know what you guys can mean for me.

    Best,
    kevin.

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  9. Write off for bills

    The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.

    10 votes
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    3 comments  ·  Payments  ·  Admin →
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  10. Link 26AS to Zoho Books

    Hello Zoho Team,

    Kindly add one most important feature which is Link 26AS to Zoho Books, this is needed to all clients, so kindly add this as soon as possible.

    10 votes
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    0 comments  ·  Accountant  ·  Admin →
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  11. 10 votes
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    1 comment  ·  Admin →
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  12. Dark Mode

    Please add a dark mode across Zoho financial and Zoho CRM!

    10 votes
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  13. Capability for discount payment terms on customer invoices

    Make the payment terms more robust so that discount terms can be automatically calculated. As a simple model, the ability to have a discount if paid within a certain number of days and the invoice due date in a longer number of days. For example, net 60, 1.5% 10 days: payment is due within 60 days, but if paid within 10 days the customer is allowed to take a 1.5% discount. The number of days and the discount percentage should be configurable within the terms. Frankly, this is a basic function that is surprisingly missing from the package.

    10 votes
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    3 comments  ·  Invoices  ·  Admin →
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  14. Display amounts in Zoho Books without VAT added.

    In Zoho Books there is no option to display amounts excluding VAT. SO on my dashboard (and in the total amount of invoices) all amounts are including VAT. So if I want to know my turnover or profit I first need to manually distract the VAT percentage. THis is not normal for accounting because VAT is no part of the turnover or expenses.

    10 votes
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    1 comment  ·  Accountant  ·  Admin →
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  15. Zoho Books > Documents uses Zoho Workdrive

    Zoho Books > Documents uses Zoho Workdrive so that documents can be attached to invoices, bills all the other items.

    Zoho Workdrive should be used to integrate between all the zoho apps to make workflow and documents easily accessible

    10 votes
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  16. Sync American Express Business Checking Accounts

    Currently, Zoho syncs with American Express Credit Cards, but not with their more recent business checking accounts. It would be great to add this ability as soon as possible.

    10 votes
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  17. Add aging of invoices on customer statements

    I deal with hundreds of suppliers, ALL provide customers statements WITH aging of invoices in them. This is the norm, not the exception, unbelievable that Zoho Books does not have the ability to customize statements. This IS basic for conducting business.

    9 votes
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  18. pic for items

    Can it possible to setup pic on each items added with little pic. so that its easy to identifiy by customer, that we are quoting therefor.
    little Pic next to item

    9 votes
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  19. 9 votes
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  20. Ability to change the Invoice, Payment Receipts Paper size...

    It would be helpful if we can change the printing paper size as per our wish...

    9 votes
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    0 comments  ·  Reports  ·  Admin →
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