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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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23 results found

  1. 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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  2. Add account codes to Bank Import Templates to auto-reconcile on import

    My company uses Xero and one of the most helpful tools it has, is when doing the bank recon, it allows transactions to auto-reconcile on import to the correct account provided the account codes are listed.
    Please can this be implemented. I can also provide screenshots if necessary

    9 votes
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  3. Please integrate like ICICI and Standard Chartered with HDFC Bank too

    Please di with HDFC and SBI too
    Both are No1 bank in their spectrum.

    9 votes
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  4. Need to be able to reconcile account even if no activity.

    Need to be able to reconcile account even if no activity.

    7 votes
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  5. Bank reconciliation report that shows outstanding transactions after reconciliation

    Please create a bank reconciliation report that shows reconciled transactions and outstanding transactions remaining, after reconciliation.

    7 votes
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  6. Please add Date Column in Bank Reconciliation while matching the transaction as tick mark

    Please add Date Column in Bank Reconciliation while matching the transaction as tick mark

    6 votes
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  7. Airwallex integration

    Airwallex integration for both bank accounts and credit cards so payments and receipts can be automatically imported to Zoho.

    5 votes
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  8. Provide Match transaction button on the Bill Screen itself, to cater to pre-payments

    This way, the reconciliation and matching of bills with pre-payments will involve lesser screen transitions.

    5 votes
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  9. Hi we urgently need bank feeds for Danske Bank to work in Denmark too.

    Dear Zoho. Due to Brexit, we have moved our company to Denmark. We are now trading 95% via Denmark. Token and Danske Banks works in the UK but so far Token has not fixed it for Danske Bank Denmark despite Danske Banks UK branch is run on the same platform via Denmark. We have to manually import 3 currency accounts and that is a lot of work for something that will take Token 18 minutes to fix. Please help and you than use us for marketing purposes in Denmark as there is a huge Gap in the market

    4 votes
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  10. Categorize bank transactions in bulk

    every month I receive over 100 small ACH processing fees from a vendor. It would be really nice to select these all and categorize them as "bank fees" rather than opening and manually categorizing each

    4 votes
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  11. attach file option for 'create new transaction'

    when on the bank reconciliation process, within the 'create new transaction' should also have the option to attach a file.

    similar to categorize manually has 'Attach Receipts'

    2 votes
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  12. Need a way of knowing what invoices were paid via a single deposit

    When doing a reconciliation - it is preferred that there's a column that indicates what invoices were paid by a single deposit.

    Or - preferably - a way to show the Payments Received report that is grouped by actual deposit.

    It is a little difficult right now being able to align multiple payments to a single deposit.

    2 votes
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  13. hide/archive bank transactions

    Archive of bank transactions / easy inline filter.

    It would be good to be able to archive/hide transactions of complete months/listing. After I have reconciled a statement, when searching for discrepancies I find I have to manually scroll through the records from my previous years first.

    Yes I can re-arrange date order etc, but when i am looking for a record 12months ago, but there are multiple entries in a month I am repairing entries on, all i really want to do is hide all records previous to a certain date.
    OR maybe a quick filter for In-Progress reconciliation transaction…

    2 votes
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  14. New column for notes/discussion when reconciling accounts

    There are currently 4 columns available when you are reconciling an account. Date, Details, Deposits, Withdrawals.
    Please add a 4th for notes/discussion. I need to be able to go through all the transactions and make notes on each one for my accountant to review and perform the required work.
    Thanks

    1 vote
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  15. 1 vote
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  16. create bank rule from transaction

    Ability to create a bank rule straight from a transaction ,with fields pre-populated. There is so much pollution on statement lines with transaction ID's, references etc, sometimes payee names are cut off. Extremely time consuming trying to type every little nuance & quirk for each statement line in a bank rule from scratch.

    1 vote
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  17. 1 vote
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  18. Wave money

    0977548842

    1 vote
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  19. In the bank feed, the ability to search for "deposits" only (ie. only incoming payments)

    In the bank feed, the ability to search for "deposits" only (ie. only incoming payments). I used this feature a lot in WAVE Accounting, to quickly reconcile all incoming payments.

    1 vote
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  20. Paypal Refund transaction

    Can we have a Paypal Refund transaction. This would have field for amount of refund and amount of fee credited. Currently I can either input an adjusted amount that doesn't match the statement or enter a journal to account for the credit but this also looks strange on the reconciliation. Thanks

    1 vote
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