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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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360 results found

  1. NBD

    It would be to have not only EmiratesNBD personal internet banking access but also more appropriate business banking access via EmiratesNBD Smart Business at https://login.smartbusiness.ae/bo-login.jsp
    Please integrate this bank in direct bank feed. Tahnks.

    9 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. In Banking transaction list, can you have the next page also at the top

    In Banking transaction list, can you have the "next page" also at the top so you dont have to scroll down to go to the next page.
    I the same way, have the process button also at the bottom

    9 votes
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    0 comments  ·  Banking  ·  Admin →
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  3. Bank Refresh please provide a refresh button on the Bank Over Screen

    It would be great if the Bank Overiew screen had a "Refresh all" button so all account could be refreshed with one click, or individual buttons against each bank account to refresh.

    9 votes
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    1 comment  ·  Banking  ·  Admin →
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  4. Automatically match transfers between bank accounts

    If the amounts and the dates match, and there's no other candidates that match that closely, then automatically identify transfers between bank accounts (and Stripe clearing). It's ridiculous the amount of manual work is required to match up transfers that should be detected automatically. And any where there's multiple possible matches, just give us a list of "Possible matches" and let us quickly identify which ones are correct. Other accounting software does this. Zoho Books should too.

    9 votes
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  5. Combine multiple bank entries for single transaction

    When there is an uncategorised bank transaction it can be associated with multiple transaction for matching. The vice versa is not possible. For e.g. when payment to 2 or more telephone bills are made number wise, separate entries is recorded in bank statement. Whereas in Zoho books one entry is sufficient to record it as telephone expenses. This does not help in matching the expenses entry with bank entries, as in bank there are multiple entries. It would be better if multiple bank entries can be combined for matching a single transaction.

    9 votes
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  6. Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services.

    Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services and I need to simply track this in zoho.

    9 votes
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    3 comments  ·  Banking  ·  Admin →
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  7. Deletion of excluded transactions

    when you link an incorrect account feed it would be nice to rollback the import or have the option to delete excluded transactions

    9 votes
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  8. 9 votes
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    1 comment  ·  Banking  ·  Admin →
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  9. 9 votes
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    0 comments  ·  Banking  ·  Admin →
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  10. Print Deposit Slips

    Now a days banks accepts deposit slips generated from Accounting software.Please add the feature of printing deposit slips.

    8 votes
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    1 comment  ·  Banking  ·  Admin →
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  11. Cheque entries

    Cheques are major method of payments to suppliers. I m surprised why there is no option for cheque payments. How to trace the payment may be through cheque numbers. I think Zoho team should add this features. In many countries cheques records are necessary to maintain the records. Also cheque are use to pay current payments & also future payments.

    Thanks

    8 votes
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    3 comments  ·  Banking  ·  Admin →
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  12. bank reconciliation

    there should be a option available to change entries after bank reconciliation. because sometimes it happens that we have to change debtor ledger in that case we are unable to the change entries. in that case first we have to delete whole reconciliation the can edit. it is very painful.

    so request you to do the needful

    9 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. enable printing checks from the expense window

    We need to be able to print checks for expenses.

    8 votes
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  14. Transaction Rules

    It would be nice to have the Transaction Rules apply even to the transactions that are there in the system, before the date of creation of the rule !

    8 votes
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    2 comments  ·  Banking  ·  Admin →
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  15. Credit Card Autopay recording or memorized transactions

    I have autopayments setup in my business checking for my monthly credit card payments. I was able to include these in Quickbooks as memorized transactions and have them entered into my books a week ahead of schedule for cash flow planning. It seems there is no way in Zoho to create recurring transactions of this nature and no way to plan accordingly with my bank accounts. This is a huge deficit and a big need!

    8 votes
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  16. Add a feature to show an actual bank register balance and the ability to make entries directly into that register.

    I need to see an actual check register for each bank account we have to keep track of what has been actually entered so I can compare it with the statement I get from the bank.

    8 votes
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  17. Multi Currency Bank Accounts

    Well exactly as it says in the header, desperately need to be able to showing FCY amounts in the bank accounts, this is the one thing stopping us moving our entire accounts away from QuickBooks.

    7 votes
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    1 comment  ·  Banking  ·  Admin →
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  18. Add more fields to search on banking transactions

    Need the ability to search the Details, Withdrawals and Deposit field values in banking transactions.

    7 votes
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  19. University Federal Credit Union - Add Bank to Integrations

    A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!

    7 votes
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  20. e-wallet integration

    We add money to Paytm, Ola Money and Airtel Money which cannot be called as expense as there is no tax on these transactions. The tax comes when we make payments from them. So, these e-wallets should be added to the banking section.

    7 votes
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