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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. Bnp Paribas Entreprise

    Impossible d'utiliser le rapprochement bancaire avec la BNP entreprise

    https://secure1.entreprises.bnpparibas.net/sommaire/jsp/identification.jsp

    En france

    4 votes
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  2. Crypto currencies support

    Hi, Currently you support traditional currencies, but I have clients who use crypto and furthermore, these use up to 6-8 decimal places wheres you system can only support up to 2 decimal places.

    4 votes
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    1 comment  ·  Banking  ·  Admin →
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  3. Finnish bank integrations

    It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!

    4 votes
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  4. Banking transactions

    i already made some bank transactions as customers payment and it's actually owner's contribution , you should provide edit option for this

    3 votes
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  5. Toggle imported Transactions

    In quickbooks online edition, when you download transactions from your bank, it gives you option to toggle mulitple transactions if are putting in same category. be nice if this feature is available

    3 votes
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  6. When matching uncategorized deposits from bank, ability to match remainder to account

    Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period.  Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking).  Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for.

    It would be nice to be able to take any remainder from the match process, and apply it to a new transaction,…

    3 votes
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  7. Refund multiple transactions in one payment

    This feature would let a user refund multiple transactions in one payment. The same would be reflected in the bank statement as one payment.

    3 votes
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  8. Please make allowance for posting personal use of company credit cards

    When a business owner uses a company credit card for a purchase that is for personal use, there is currently no way to post the transaction to an owner's draw account (or any equity account).

    For example, if a business owner is claiming the standard mileage deduction for business use of their personal vehicle, but then uses the company credit card to purchase gas for the vehicle, the transaction needs to be classified as an owner's draw rather than an expense.

    If instead the business owner was accruing actual expenses for the use of their personal vehicle, and not claiming…

    3 votes
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  9. Like to export journal of banking with client account number so we can import into into SAGE

    Like to export journal of banking with client account number so we can import into into SAGE

    3 votes
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  10. Work better with Yodlee for image security layer

    I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."

    3 votes
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  11. Bank Statement Field Mapping

    When creating rules for transaction matching the reference number did not pull through when selecting "Use Value from Bank Statement".

    Thus the option to MAP the fileds of the statement as in ZOHO would be awesome.

    and/or (this was my case)

    instead of ONLY use value from bank statement reference and enter manually. Give the option to choose the value.

    3 votes
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  12. Register sSearch

    I am in need of a search feature in the register. As of now you can only comb through all of your transactions to find what you are looking for. I want to be able to search by specific date, check number, specific amount. We have so many transactions per day that it's impossible to look through it all for something specific.

    3 votes
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  13. Request you to enable State Bank of Mysore (Corporate)(India) link.

    Only Retail Banking is enabled for State Bank of Mysore. Request you to enable (Corporate) Banking for State Bank of Mysore. Corporate Banking feature is available for State Bank of India, but not for State Bank of Mysore.

    3 votes
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  14. Directions Credit Union add to integrations

    You have the credit card link but not for the bank accounts.

    3 votes
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  15. Add Links to Add Expense to Recognise for Bank Rec

    When I travel I take photos of receipts using the app and record the expense. When it comes time to reconcile the bank transactions the possible matches on the right have generic titles of 'Expense for', Amount and Date. Would save time if these could be clickable or have a more descriptive title to easily match against the bank transaction. For any amounts I need to check I have to go out of the banking rec area and find the expense added to see if that is the correct one to match.

    3 votes
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  16. Hi, when mapping invoices or expensive with bank, you need to add start date and start amount when filtering. Can you add (or ignore) start

    Hi,
    chapter mapping invoices or expensive with bank. To find or filter, you need to add a start date and start amount. Can you add (or ignore) start date (first not jet mapped date of invoice or expensive) and start amount (1).
    This is a very simple function to add (probably), but save 2 clics at every filter needed
    Rob

    3 votes
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  17. I would like to have a better control on cash flow

    Monitor cash flow by week, month or custom date range. Visualize Cash Flow

    3 votes
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  18. Pre-reconcilation box in transaction register

    add ability to check mark or a status box (clear or reconciled) in transactions in the register as a way to pre-reconcile transactions like QuickBooks

    3 votes
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  19. all transactions

    In Banking ALL TRANSACTIONS, you should have a divider line between past transactions and future transactions or color the background of future transactions in a light gray to distinguish between them. Also, since the “Amount In ZohoBooks” only displays the total for past transactions, it would be helpful to also include a total with the future transactions.

    3 votes
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  20. Need Corporation Bank corporate login for account linking with books

    www.corpbank.biz is the corporate banking link for Corporation Bank. I could not find this option to link to my zoho books. Strongly suggest you to add the feature.

    3 votes
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    2 comments  ·  Banking  ·  Admin →
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