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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  1. Custom field change

    In Preferences/Account/Chart of Accounts Custom Fields - make the options editable. A typo is otherwise hard to fix. Also would be good to have a way of recategorizing all or some accounts at the same time.

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  2. sale and purchase entries in one account ledger

    i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
    Request you to kindly resolve the issue. or tell us how to do such entries in that case.

    1 vote
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  3. MUST create export capability to XLS for the Budget function in Books

    To share and jointly collaborate on Budget development, there must be the ability to export budgets into Excel. A company may not want to give many users access to Books just so they can make inputs into the Budget. Also the inability to export the Zoho Books budget template to XLS format means to send out a template to our department heads, it has to be created manually. Totally unnecessary headaches here

    1 vote
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  4. AR related

    When i tried to enter opening balances in AR as CREDIT BALANCE i am unable to enter - there should be a field to enter CREDIT BALANCE in AR as well as Debit balances in AP as there may be some debit balance in vendor would also be there,.

    Also, when entering the opening balances, we must be able to enter the same invoice number and date wise as this will be helpful in future when we extract the outstanding receivable.

    1 vote
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  5. Owner's equity difference with other equity

    I want to be able to transfer money from the bank account directly to the owner's to/from advances account created. Zoho only allows to transfer to "Owner's equity" account. So I have to transfer first to Petty cash, then enter a journal from petty cash to the owner's to/from account...

    I think the difference is the builtin "Owner's equity" account accounts for the Owner's equity AFTER all liabilities of the company.
    That account is more made to account for the owner's shares into the company..

    I want to be able to manage that independently.
    Any expenses paid by the owner's…

    1 vote
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  6. add current portion of long term liability under current liabilities

    Long term liabilities can be easily added, however, the liabilities section in the balance sheet does not split between 'current portion' (upcoming 12 payments) and 'non-current portion' (payments made on month 13+). Some business prefer to view such classification of liability accounts.

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  7. Adding Quick Tax method for Calculating GST and QST Remittances

    In Canada, you can subscribe to the "Quick Method of Accounting for Calculating GST and QST Remittances" - This means that while you charge the regular % of taxes to the client, you do not have to remit the same percentage to the government afterwards.

    This only means that once you have chosen that option in Zoho and chosen the appropriate rates that apply to you, the GST and QST Remittances reports settings will be modified to take into account those rates at the correct lines.

    Here is more info on the method and rates for QST :
    https://www.revenuquebec.ca/en/businesses/consumption-taxes/gsthst-and-qst/reporting-qst-and-gsthst/the-quick-method-of-accounting-for-calculating-gst-and-qst-remittances/applicable-rates/

    Here…

    1 vote
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  8. Please add the invoice number option into filter section

    Please add the invoice number option into filter section, that will be really convenient to do the matching for a big transaction includes several invoices. It will be save time

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  9. I would like interest income to appear as Other Income

    Allow interest income to be Other Income

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  10. Funds Received on Behalf of Customers for Paying Taxes

    In case of Chartered Accountants Firm Funds are received from Clients to make payment for Income Tax, GST etc. In Zoho Books a feature is requested to park this figure under customer ledger and later on use the same to make payment to Government. As of now we need to park this amount in individual GL accounts in name of client. Since the customers are increasing day by day it is now becoming difficult to create those many ledgers. Kindly develop a feature that will handle this scenario.

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  11. Book provisions for uncertain payments

    A feature to book provisions for uncertain payments is missing. This is legally required in most countries, and quite basic in accounting systems

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  12. ey both provided you all my feedback

    Hi, I have addressed a lot of issues to Sara and Sai. Unfortunately, I do not know if they provided you ALL my feedback.

    Please email the proof that you are doing something.
    Your system does not fits according to your customer's need.

    1 vote
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  13. GL account cannot default

    When you created a new customer and vendor's , you cannot assign a defaulted GL account number. Hence, each time you enter the invoice and/ or post a vendor's invoice, you need to pick up the corresponding GL account number. NOT SO GOOD.

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  14. 1 vote
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  15. Comments & History View/ Edit Restriction on different users/roles

    Hi,

    Some of the comments & history should not be viewed/edited by certain roles.

    Important comments once deleted cannot be reverted.

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  16. Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page

    Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page and even have Few project in one page

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  17. single Sales order for Multiple for Estimate

    need a single sales order against multiple Estimates.

    1 vote
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  18. 1 vote
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  19. Payroll for USA

    Anybody working on payroll. W2, W3, 1099's. YOu have done no changes that we have asked for.

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  20. ONE VENDOR WITH DIFFRENT GST ACROSS STATES IS MY SUPPLIER

    I HAVE ONE VENDOR OPERATING FROM VARIOUS STATES , I AM PLACING ONE SINGLE PURCHASE ORDER , HE IS SUPPLYING FROM 4 DIFFERENT LOCATIONS ,NOW I HAVE TO RECORD MY PARTIAL PAYMENTS TO THE BILLS FROM 4 DIFFRENT LOCATIONS. PLEASE HELP ME TO MANAGE WITH THAT

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