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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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98 results found

  1. Create/Edit Account Type under Chart of Accounts.

    We need an option create new account type and modify the existing account type as per our requirements under the Chart of Accounts.

    33 votes
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    3 comments  ·  Accountant  ·  Admin →
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  2. Investment in shares and Investment in MF

    Hi,

    Investment segment is missing .

    For Investment in share and MF required Accounting Like Stock.

    Please consider this feature in Zoho Books

    24 votes
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    0 comments  ·  Accountant  ·  Admin →
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  3. PEPPOL

    PEPPOL is international standard, which is now widely adapted by European, and Oceanic. However, recently Singapore has starting to initiate the standard.

    When will Zoho book be comply with PEPPOL

    22 votes
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    1 comment  ·  Accountant  ·  Admin →
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  4. users customization

    Small organisations/professionals do not like giving access to all the accounts to their data entry bookkeepers

    For example I have 6 bank accounts, 2 of which are personal. I only want my office staff to have access to 4 accounts for data entry through manual journals or banking categorisation.

    However, once i give access to banking or manual journals, they can view all my other accounts and transactions as well.

    Lack of this feature prohibit me from maintaining my books of accounts in office though zoho books and still depend fully on my CA for full bookkeeping.

    The simplest solutions…

    15 votes
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    0 comments  ·  Accountant  ·  Admin →
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  5. 11 votes
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    1 comment  ·  Accountant  ·  Admin →
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  6. Allow for all types of accounts to be denominated in Foreign Currency

    Many international companies borrow in a currency outside the base curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is far ahead of Zoho in this regard.

    11 votes
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    0 comments  ·  Accountant  ·  Admin →
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  7. 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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  8. Merging Chart of Accounts.

    Please add the feature of Merging Duplicate or Multiple Chart of Accounts Into Single Chart of Account. It is much needed feature in Zoho.

    9 votes
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    0 comments  ·  Accountant  ·  Admin →
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  9. 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.

    9 votes
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    0 comments  ·  Accountant  ·  Admin →
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  10. Ability to budget for ALL Types of Accounts

    We would like the flexibility to enter budgets for any type of account (not only P&L).

    Considering we have significant capital expenditures, it is important that we:

    1. have robust budget to actual reporting capabilities for a variety of reports (BS, CF and P&L)
    2. can track timing of expenditures by specific account (i.e. cash flow purposes)
    3. project timing of capitalization (asset balance & depreciation)

    This will help determine performance but allow us to make important business decisions.

    9 votes
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    0 comments  ·  Accountant  ·  Admin →
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  11. Debtors and Creditors reconciliations

    Much like a Bank reconciliation but for your DRS and CRS. Can we have this as its vital from an audit perspective

    7 votes
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    1 comment  ·  Accountant  ·  Admin →
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  12. Budgeting Improvements

    I see the new budgeting enhancement. It is a bare-bones functionality. It needs the following to really be helpful:
    - Assign budgeted amounts to clients for sales that roll up to specific accounts
    - Assign budgeted amounts to employees that roll up into payroll account budgets
    - Checkbox to hide accounts that area not being used in budgeting, or for a specific budget.
    - Alternately, allow for specific budget views, where user selects which accounts they want to use for the budget
    - Functionality to send to Excel
    - button to compress all sub accounts, then allow for uncompressing individual…

    7 votes
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    2 comments  ·  Accountant  ·  Admin →
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  13. Fix Chart of Accounts Sort by Type so it sorts in Balance Sheet / P&L order

    Right now when you sort the Chart of Accounts by type, it sorts in some random order. The types should sort balance sheet and P&L order, grouped by type. When I sort by type now, I have "Other Current Assets" on the top, followed by Cash and Bank account types. If I reverse the order, it makes no more sense. Quickbooks sorts by type with balance sheet accounts first, in the order they would show on a balance sheet, followed by COGS and then Income/Expense accounts in order we'd see them on a P&L. Very logical, very usable. This seems…

    6 votes
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    1 comment  ·  Accountant  ·  Admin →
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  14. allow description of line items on the budget

    On the budget you can put in a dollar amount but it doesnt let you write in what the dollar amount is for. For example, if i have a budget of $300 for Dues and Subscriptions per Month, i would love to have a note or separate line items for what that entails (say $50 for Zoho, $150 for canva, $50 for shakr, etc) so you could see what the budget includes.

    5 votes
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    0 comments  ·  Accountant  ·  Admin →
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  15. multi branch account

    Hi,

    it would be great if we could use one organisation with the facility of multiple branches/ group companies, registered using a single PAN,

    5 votes
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    2 comments  ·  Accountant  ·  Admin →
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  16. Please add account type accumulated depreciation. Thank you.

    Please add account type accumulated depreciation. This will permit us to track the accumulated depreciation from year to year.

    4 votes
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    0 comments  ·  Accountant  ·  Admin →
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  17. there should be Trading Account

    there should be Trading Account is it available in this Zoho books

    4 votes
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    2 comments  ·  Accountant  ·  Admin →
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  18. TAX management in Books

    The possibility to track taxes in 2 separate accounts for inbound / outbound is a nice feature, but it needs to be improved to make it more usable (at least for EU)
    1 - be able to have sub-accounts in the inbound / outbound tax accounts. All EU accountancy uses different VAT accounts for different TAX % + intra EU tax + outside EU TAX which have to be declared differently.
    2 - for the items, it is highly possible that the inbound and outbound tax are different. So a separate field for Purchase tax would be a great addition.

    4 votes
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    2 comments  ·  Accountant  ·  Admin →
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  19. Upload Budgets in Zoho Books from Excel

    Creating budgets (sales, expenses, etc.) in ZOHO Books is manually 100% except for auto complete. Also, if you want to download it, you'll only have the PDF option not Excel or CSV option, which is not friendly. Please create the option to upload and download budgets from Excel or spreadsheets because that's the software most people use to create, analyze and modify budgets. Thank you!

    4 votes
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    0 comments  ·  Accountant  ·  Admin →
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  20. Gift certificate set up and usage within Zoho books

    I can’t figure out how to do this correctly so maybe it’s there but I really need to be able to document my sales of gift certificates.

    4 votes
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