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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.

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38 results found

  1. apply journal credits to accounts payable/receivable

    for example a payment was received into a personal account and would like to reflect this by crediting accounts payable and debiting the directors loan account. this feature currently works but does not allow you to apply the credit to the invoice

    78 votes
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  2. Reporting Tags needed in Manual Journals and Bulk Add Expenses

    Reporting tags are a fantastic feature that can solve so many issues for Locations, Departments, Projects, etc. However, it is a real weakness that Reporting Tags cannot be assigned to Manual Journals or Bulk Add Expenses. I'm working around this by using Bills for some manual journals (eg, entering depreciation journal as a zero-sum bill) and entering expsnses singly rather than in bulk. But logically would be much better just to be able to add reporting tags to Manual Journals and Bulk Add Expense items. (Bulk Add Expense items also seem to lack tax coding.)

    53 votes
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  3. 32 votes
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  4. Show effect of Account Receivable/Accounts Payable through Manual Journal on Dashboard

    Currently if we record AR or AP through Manual Journal Entry. The effect of the entry is not reflected on Dashboard. Please add this feature.

    29 votes
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  5. Havning an Approval Cycle for the Manual Journals

    Having an Approval Cycle before Publishing the Manual Journal
    As well adding this approval cycle to the Users & Roles settings.

    because posting the manual journals without any approval is such a big breach in the security of any accounting system

    19 votes
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  6. zoho books Integration with shopify

    Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.

    15 votes
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  7. Transfer the balance of one party to another party through manual journal

    There are the cases where the balance of one customer is transfer to another customer due to the reasons like the parties may be sister concern and alike.

    In such case these transfer of balance should be allowed through manual journal.

    15 votes
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  8. 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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  9. Feature for passing entries in manual journals for Accounts Receivable & Accounts Payable.

    For Example:
    A & B are the parties,

    Here "A" uses Zoho books & "B" uses other than Zoho Books.

    "A" sells the good "X" to "B" for 1000 on credit & "B" sells product "Y" to "A" for 1500.
    Here "B" asks "A" to pay balance 500 so balance 1000 shall get set off.

    But when i try to pass entry in manual journal it does not allow to pass the entry because you have not provided option of passing manual journals related to Accounts Receivable & Accounts Payable.

    There is no option to adjust bill amount in the…

    9 votes
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  10. Journal Entry ability to ALL accounts in COA

    Need ability to make Journal Entry to ALL accounts in COA (currently cannot do this to stock, AP and AR)

    8 votes
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  11. Post Dated Cheque entry for Rents , Advance payments

    How Can I enter the post dated cheques for Advance Rent payment for One year?

    8 votes
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  12. Fix sorting by Journal number.

    It's not digit sensitive, so 9 is treated as greater than 26 for example. Makes it difficult to see the most recent journals .

    7 votes
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  13. Sub-ledger account in Tax payable

    The feature of creating a sub-ledger account in Tax payable should be made available to track whether the tax is paid or not.

    5 votes
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  14. Need option to enter customer invoice / Vendor Bill adjustments in Manual Journal

    For example customer has paid $990 instead of the invoice value of $1000 and $10 pending as outstanding for many months. Now I want to write-off this $10 by crediting Customer account and debiting Bad Debts. Please provide this option

    4 votes
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  15. 4 votes
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  16. Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself.

    There should be a separate category GST RETURN.
    Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself. This shall avoid manual intervention of fetching document details manually.

    4 votes
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  17. Allow AR and AP in Manual JVs

    We have been using Zoho Books for multiple clients and there is one challenge that everyone faces. We cannot use "Accounts Payable" and "Accounts Receivable" while passing a JV.

    There can be multiple use cases when effect is required to be given through a JV in Accounts Payable and Accounts Receivable account. I don't know the reason why the same is restricted in zoho books. Quickbooks allows you to do the same and it works well.

    Apart from above there are some small suggestions-
    1) One should be able to create a ledger while passing a JV. This is possible…

    4 votes
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  18. Allow Zero Entries in Journals

    I like to clone a journal twice per month to enter my FBA payments. There are many accounts associated in this journal. However some months a field might be zero. If I delete it, then the following month it's a real pain to re-enter it because you can't just insert it in the middle. If i create a generic journal with all the fields, I can't leave it blank with zeros.

    Maybe somebody has a work-around for this.

    3 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  19. We need the account code in the journal upload file when importing journals through the manual journals section

    We need the account code in the journal upload file when importing journals through the manual journals section.
    This is very important for mapping from different accounting systems.

    3 votes
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    1 comment  ·  Manual Journals  ·  Admin →
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  20. show journal suffix

    You ask for the Journal Suffix in the import file upload, but it does not appear to show anywhere. Could this please be added to the main Journal Entries listing page? Right now, just the Journal # showed, which does not tell me much. I am using some coding in the Suffix, which would be nice to see on this list.

    3 votes
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