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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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8 results found

  1. Sub-Accounts in Chart of Accounts

    This feature would allow users to classify accounts in the Chart of Accounts as "Parent" and "Child". The Parent account is the sum of all the Child, or sub-accounts, under it. This structure would be applied for every type of account (COGS, Expense, Income, etc). The feature would also allow users to re-classify existing accounts as "sub-accounts" or Child accounts of existing Parent accounts.

    This feature is the basic structure which can be used to create more powerful reporting. For example in the Profit & Loss a user could see the detail and summary views of the P&L. The detail…

    601 votes
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    38 comments  ·  Banking  ·  Admin →

  2. Add a column for "balance" in bank accounts

    Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.

    323 votes
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    Completed  ·  14 comments  ·  Banking  ·  Admin →

  3. Auto-categorization of bank transactions

    Based on Bank Rules, automatically post transactions.

    84 votes
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    0 comments  ·  Banking  ·  Admin →

  4. Bulk actions in Banking

    Ability to do bulk actions like exclude, unmatch, uncategorize and more in Banking.

    28 votes
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    0 comments  ·  Banking  ·  Admin →

  5. Ability to hide inactive bank/credit cards accounts.

    Overtime account may change, be cancelled or need to be closed. Need the ability to hide these inactive accounts so overtime I don't have a massive list of inactive accounts I have to sort through to find my active accounts. Thanks!

    20 votes
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    2 comments  ·  Banking  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We currently have the option to mark the bank account as inactive. You can click on the arrow icon next to the bank account and choose ‘mark as inactive’ Once this is done it will not show up along with the active accounts.

    Thank you.

  6. Bulk actions to categorize in banking

    Bulk actions to categorize in banking

    4 votes
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    3 comments  ·  Banking  ·  Admin →

  7. Integration with Axis Bank Corporate, 2Checkout Payment Gateway, Citibank, American Express Credit Card, ICICI Bank Credit Card

    1. Integration with Axis Bank Corporate
      In the Zoho Boks Banking Tab we can see Axis Bank already available but the integration is for Axis Bank Personal not for Axis Bank Corporate.

    2. Integration with 2Checkout
      We are highly required for 2Checkout Payment Gateway with Zoho Books.

    3. Integration with Citibank
      Integration missing with Citibank

    4. American Express Credit Card
      Integration missing with American Express Credit Card

    5. ICICI Bank Credit Card
      Integration missing with ICICI Bank Credit Card

    Many of the Banking Features are missing in ZOHO Books Banking Integration.

    It is highly requested for this Integrations with Zoho Books for the above mentioned…

    3 votes
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    5 comments  ·  Banking  ·  Admin →

  8. Reconcile Stripe transactions in Zoho Books

    Allow easy reconciliation of Stripe payments, deposits, fees, and refunds in Zoho Books.

    0 votes
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    Completed  ·  0 comments  ·  Banking  ·  Admin →
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