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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.

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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371 results found

  1. Bank Reconciliations

    When I am working with the bank reconciliation I want to be able to print out the recon in progress from the reconciliation screen so I can work on it manually if necessary.

    1 vote
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  2. bank statements

    Please add a feature to print the bank statement exactly as it is in ZOHO books. Sometimes I want to do a manual reconciliation.

    I know you can do something like this from reports but please add it in the bank section

    1 vote
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  3. 1 vote
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  4. When displaying a Match for importing a banking statement,Display the description.

    When displaying a Match for importing a banking statement, it would be helpful to see the Description of the possible match so as not to accidentally match to the wrong entry when there are more than one possible match with he main difference being the actual receipt. I have had it where the vendor, date and amount are the same but we have several entries for the same day but each is a different category with different receipts. The only difference between the multiple entries is the description.

    1 vote
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  5. An option to CHOOSE if we want BACKUP VERIFICATON CODES instead of automatically being assigned.

    If people setup enough backup phone numbers/email addresses, is there really a need for backup verification codes? Think SECURITY . Small businesses are a major target of undetected malware and if unknowingly your computer is being controlled remotely by a hacker. There are a lot of scenarios from digital security issues to disgruntled employees, where preventative measures here could go a long way.

    1 vote
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  6. Integration of more banks in the banking of ZOHO

    Please integrate HDFC as it is the largest bank in the India

    1 vote
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  7. change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate

    You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate

    1 vote
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  8. "reliant bank"

    Please add:
    Reliant Bank - Cash Management
    https://www.reliantbank.com/

    The normal bank is there, but their cash management (for business accounts) is not. I will have to move away from Zoho very soon if I cannot link my bank account. I am in the process of converting from Quickbooks which does have this integration already.

    1 vote
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  9. Undo reconcilition for only the required transaction in which the entry has to be changed

    Undo reconcilition for the post reconcilition as i have to delete all the reconcilitions either they are right. If there is the option for undo for all reconcilitions then the time will be saved and also it will be easy to change the following entry from post reconcilition.I hope you will work on this

    1 vote
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  10. Export bank statement for offline reconciliation and information gathering from the concerned team about the nature of expense.

    Need functionality to export the bank statement from Zoho for offline reconciliation and information gathering.

    1 vote
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  11. Option to download banking transactions for a financial year

    It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.

    1 vote
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  12. 1 vote
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  13. Cheque Print Need

    I need cheque print, Zoho made feature for USA then why not not India.
    Please reply

    1 vote
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  14. Option to add a new rule to an existing rule

    make it possible to add an unrecognized transaction to a existing rule

    1 vote
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  15. 1 vote
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  16. Categorize Manually: Categories - Splitting & GST Codes

    None of the Categories in Categorize Manually allows you to Split the transcations to a number of different GL Accounts & select a GST code for each of the account. Eg. I have EFT payment transferred to our Bank Account as a lump sum. I need to split this into various GL Accounts. Some of the amounts are GST Inclusive whilst others are Free or Exempt. Therefore I cannot use any of the Catergories in the Categorize Manually as none have the ability to do this. Some will let you split the amount but then can't assign a GST Code.…

    1 vote
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  17. ICICI BANK TRASFER ME JO OTP AATI THI USME PAHLE VENDOR KE NAME AMOUNT HOTA THA YE BAHUT IMPORTANT THA KOI THIRD PARTY TFR KARWA SAKTE THE

    PLESE BANKING MASSAGE CUSTOM PLESE
    SEND BANK AMOPUNT TRASFER OTP WITH NAME AND AMOUNT THANKYOU MY TEAM ZOHO BOOKS

                                    SILK ZON
    
    1 vote
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  18. sales return needs to all you to specify which invoice is now unpaid

    A check from a customer bounces. Your solution is to have a current liability account for the money in and out. Why not simplify? If the Sales Return page had a list of paid invoices for this customer (like the record income page shows unpaid invoices), then this bounced check could be taken care of in one step - both the journal entry and the voided payment

    1 vote
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  19. Increase accuracy of currency exchange rate

    right now the zoho books uses only 6 symbols after a comma and decimal values it is so small for some currency

    1 vote
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  20. 1 vote
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