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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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67 results found

  1. Egyptian ETA Integration

    Egyptian ETA Integration

    1 vote
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  2. Include steps on how to integrate Contracts with Zoho Books for automatic invoicing please.

    We would like to be able to upload the Marketing Agreement / Contracts to Zoho Books for automatic invoicing. What we know is we can upload the contract in the Zoho Sign app then integrate it to Zoho Books, however, how can we automatically invoice it ?

    1 vote
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  3. Zoho CRM and Slack

    The notifications that are triggered based on your sales team actions in crm gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.)

    1 vote
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  4. 1 vote
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  5. 1 vote
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  6. Integration of Zoho Books multi-organisation with only multi-organisation in Zoho People

    We wish to create multiple organizations with different countries [Different Entities with different GST Numbers] in Zoho Books under a single account. [Entities can be Indian or International]

    This module should work across all applications in Zoho One. We should be able to identify users & their respective data based on their respective entities [should have a drop-down for selecting entities].

    At the same time, there should be one master employee database so that in future if we wish to migrate from Zoho to another platform it should be easily migrated.

    Can anyone suggest what can be done ?>

    1 vote
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  7. is zoho planning on a remote office environment like Sococo...would be a great addition

    Would love to have an integrated virtual office where we can collborate with coworkers and actually see if they are at the desk. We currently use sococo but would love to stay integrated into the Zoho environment for easy collaboration etc. I know that zoho connect is close but hoping something better is planned

    1 vote
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  8. Secure way to send credit card details from CRM to Books

    My sales team does not work in books but will collect the credit card for new sales. ZoHo does not have a way to send this information over from the CRM to Books for the finance team to process.
    We can create quotes and estimates and even change those into invoices not sure why we cannot process credit cards.

    1 vote
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  9. 1 vote
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  10. GSTR 2A Mismatch

    While reconciliations with GSTR 2A, We cant add the invoice which has been Submitted by the Vendor in their GSTR 1 but have not "filed" it. This shall be changed and we should be allowed to add our Value. Due to this problem we are not able to file 3B.

    1 vote
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  11. Allow attachment of file while creating lead in Zoho CRM.

    Allow attachment of file(s) while creating lead in Zoho CRM. If you have noticed that it's only possible after creating lead. As of now for attaching any file, we have to open created lead and then attachment facility is activated.

    1 vote
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  12. get the 2 factor authentication to work with sonicwall hardware/software

    you have two factor authentication. It would be nice if we could integrate it with the VPN unit (sonicwall firewall).

    1 vote
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  13. allow option to switch books transaction templates in CRM

    when creating a zoho finance sales order in CRM we can't change the transaction template. Some times we require a signature and some times we don't but there isn't a way to switch like we can do with email templates.

    1 vote
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  14. 1 vote
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  15. Show custom statuses from Books in CRM view

    Customer Statuses, such as those on Sales Orders, cannot be viewed in CRM. This confuses users that work in CRM because it appears an action has not been taken, even though it has, and the custom status in Books added by Finance staff indicate this.

    1 vote
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  16. 1 vote
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  17. I would to see Job ticket rising option for service centers like electronics gadgets

    I would to see Job ticket rising option for service centers like electronics gadgets

    1 vote
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  18. Option to add expense from books to a ticket in Zoho Desk, like Project.

    Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
    Right now we can associate spending only with projects.

    1 vote
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  19. Button for CRM Sync

    I find myself going to the Zoho CRM Sync page a lot and it takes several clicks to get there. Why not put a button in a convenient place to get to that page or it could even do an instant sync when clicked.

    1 vote
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  20. CRM-Books Sync Error Logs | More information needed

    When syncing CRM to Books, the error logs only have two columns invoice and error - which means everytime we look at the error log, we have to click on each error to see if it needs to be corrected. There is no way to remove these errors. I suggest you add the following:

    Company/Client

    Date of error

    All columns need to be sortable so we can see the most recent errors at the top and can sort by error or by the company or by date.

    If there could be a checkbox to "Disregard This Error" that would be…

    1 vote
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