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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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350 results found

  1. Unreconciled items filter

    In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...

    22 votes
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    1 comment  ·  Banking  ·  Admin →
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  2. Integration with Transferwise

    Integration with Transferwise for overseas transfers is very very important.
    They also offer the Transferwise mastercard which is hugely useful for international business transactions, please integrate Zoho books transaction feed with Transferwise

    22 votes
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    0 comments  ·  Banking  ·  Admin →
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  3. Sync Data with Shopify Store/Bank Account

    QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.

    Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.

    20 votes
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    0 comments  ·  Banking  ·  Admin →
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  4. 20 votes
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    2 comments  ·  Banking  ·  Admin →
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  5. Bank Integration SEB (Sweden)

    Hello, we love your product but would have loved to see more Swedish bank integrations available.

    I found Nordea but would have liked it if you could support SEB as well. There are four major banks in Sweden: Swedbank, SEB, Nordea and Handelsbanken. If you support them you cover more then 95% of the Swedish banking market.

    Please visit the SEB development portal for more information: https://sebgroup.com/developer

    Best regards,

    Stefan

    19 votes
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  6. matching

    Allow two manually added transactions to be matched with each other.

    19 votes
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    1 comment  ·  Banking  ·  Admin →
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  7. Bank Feeds for Bank Accounts with Loan or Overdraft facilities

    Need the ability to have bank feeds to bank accounts with loan or overdraft facilities, currently you have to load transactions manually.

    These work the same as a credit card, you have an amount you can draw down or use and you pay back later.

    I can not see why you can sync with a credit card and not a bank account with an overdraft.

    19 votes
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    1 comment  ·  Banking  ·  Admin →
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  8. Allow transaction rules to be copied to other bank accounts

    For businesses with multiple bank accounts, it would save time to be able to copy/duplicate transaction rules from one account to another.

    18 votes
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    2 comments  ·  Banking  ·  Admin →
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  9. Bank Sella automatic feed through new PSD2 2019 in Italy

    Hi,
    Italy is one of the major EU countries and worldwide (GDP rank).
    Please ad Banca Sella in your automatic feed through the new European PSD2 user authentication procedure.
    Banca Sella in Italy is the first Italian bank for API integration and 44% of digital e-market (https://sellagroup.eu/open-banking).
    The API integration is also easier through the PDD2 and Open API of the Bank (https://www.sella.it/banca-online/aziende/innovazione-e-pagamenti/api.jsp).
    Also Fabrick PSD2 Portal (https://www.fabrick.com/psd2/gateway/tpp-portal) already provides API access.

    Thank you

    18 votes
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  10. Direct Debit Australia

    In Australia businesses have the ability to Direct Debit their clients accounts for recurring invoices for services such as membership or subscriptions. To do this they need to upload the Direct Debit information (BSB and Account numbers of their clients accounts to be debited, amount and account name) via an ABA file. Currently ZOHO CRM and ZOHO Books doesn't have this ability. Can you please add additional fields into ZOHO Books so this information can be collected and exported as an ABA File or partner with another company who can provide an app that integrates with ZOHO so this information…

    18 votes
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    1 comment  ·  Banking  ·  Admin →
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  11. FNB South Africa Bank Feed

    Please enable bank feed for FNB South Africa and maybe other popular South African banks.

    Xero does this but I don't want to switch. I love #Zoho

    16 votes
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    1 comment  ·  Banking  ·  Admin →
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  12. Refresh all feeds with single button from bank over view screen

    Have one button that refreshes all bank feeds at one time instead of having to go into each account and refresh individually.

    16 votes
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    Not For Now  ·  0 comments  ·  Banking  ·  Admin →
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  13. Allow bank charges to be specified on all PayPal banking transactions

    For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.

    Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.

    16 votes
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    3 comments  ·  Banking  ·  Admin →
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  14. German market / Add german Banks to Banking-Module

    The banking module for german companies is useless.
    Please add german Banks to the Banking-Module.

    15 votes
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  15. Approval work flow for payment Receipts & payment made .Once approved it must be locked

    Approval work flow for payment Receipts & payment made .Once approved it must be locked

    15 votes
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    4 comments  ·  Banking  ·  Admin →
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  16. Export Bank Statement

    Hello,
    Thanks for the reply, but it seems that your development team does not want to add this resource can consult the attachment.
    So I think this feature is very simple is the same that we have in all modules the option to export. Now on a bank would not be different because we need to said so that the treasury can have the best control because the would not be accounting would not know if you can understand this very simple.

    15 votes
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    1 comment  ·  Banking  ·  Admin →
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  17. mass selecting uncategorized transactions and manually group categorizing?

    In the banking section under uncategorized transactions, is there a way of mass selecting transactions and manually categorizing? Not using "Transaction Rules". Quite often there are many small transactions that come through a credit card that don't necessarily merrit a rule and it would just be easier to select transactions and mass categorize

    15 votes
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    3 comments  ·  Banking  ·  Admin →
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  18. PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

    PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

    14 votes
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    2 comments  ·  Banking  ·  Admin →
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  19. Petty cash accounts in foreign currencies

    Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us

    13 votes
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    4 comments  ·  Banking  ·  Admin →
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  20. bulk categorize

    while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…

    13 votes
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    2 comments  ·  Banking  ·  Admin →
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