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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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271 results found

  1. Sync Zoho Books contacts with both Zoho CRM Lead and Contacts

    Currently Zoho Books only does have a job at syncing contacts with Zoho CRM. You can only assigned Leads or Contacts but not both. I think it should have the option to do both.

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  2. 2 votes
    0 comments  ·  Customers  ·  Admin →
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  3. re-grouping heads of account

    Zoho does not allow editing of 'Account Type' - which is the grouping for reports - right after a GL account has been created. This is very restrictive and should go. I want to have the freedom to re-group the COA at will as this has no effect on transactions in the system.

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  4. Add User & Roles custom field placeholders for webhooks

    Under the current available placeholders for new webhooks, can we add custom fields under "User & roles" category for inclusion too?

    Thank you.

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  5. Transfer balance between contacts

    for example we have a contact with two difference currency , it could useful if we can change balance between contact and the do a payment

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  6. 2 votes
    1 comment  ·  Customers  ·  Admin →
    How important is this to you?
  7. Multiple companies under 1 client

    I have an unusual situation where a client has 6 companies which I would like to link under the 1 client as he pays with 1 cheque and the credits are against 1 company so I cannot use them for the other companies. Could you add this as a feature similar to the way you can add vendors to customers? Thank you

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  8. NO IDEA

    YUGFY7

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  9. To Assign Customer more then One User

    Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
    so Pleas Update the following option . thanks

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  10. Zoho Books send email by SMTP external to backup comunication

    Zoho Books send email by SMTP external to backup comunication

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  11. Multiple clients under one company

    We have multiple clients from the same company

    1) We Require separate link

    i ) to check for company wise details
    ii ) to check for customer wise details.

    just like "Display Name"

    With the facility we have now, we get duplicate contacts.

    2) Payments are also made for multiple clients from same company in one transaction.

    i ) Finding difficulty in matching payments to multiple clients from single payment.

    ii ) Could not generate Outstanding receivables report by company wise.

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  12. provide flexibility to add new contacts like "donors" or "patrons" for the conveience of charitable Trusts

    Please provide flexibility to add new contacts like "donors" or "patrons" for the convenience of charitable Trusts

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  13. Make a way to email top clients

    Do you realize there is NO way to email your best clients?
    There is not a connection to any part of Zoho that allows you to target them.

    You can manually tag them as they are spending but there isn't a process to automatically tag or update or filter and then send a campaign or marketing hub journey to them.

    We need this integration.

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  14. Add a context field or comment field for additional addresses

    Many Customers have multiple locations and invoices are created in context of a specific location. I need some sort of description field for each address that is only there to help identify the location. Even a simple customizable categorization (Home, Work, Business etc) would be helpful. This is provided in every contanct system I am aware of.

    2 votes
    1 comment  ·  Customers  ·  Admin →
    How important is this to you?
  15. EORI

    Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  16. it would be great if we have a facility to send invoices/bills from our zoho to vendor/customers zoho where in they can directly accept

    it would be great if we have a
    1. facility to send invoices/bills from our zoho to vendor/customers zoho where in they can directly accept and record

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  17. we have different prices for Different Tipe of Customer .Sage give us a 3 Slot for Different item Prices the we can set up wen we get the Cm

    when i receive money from a customer some time we need to apply a discount a there is no way to do it from the receive a payment

    2 votes
    2 comments  ·  Customers  ·  Admin →
    How important is this to you?
  18. Recent Items Floating Tab

    I'd like to see the recent Items floating side tab that we see in Zoho CRM giving quick access to recent contacts/bills/invoices etc as I find it speeds navigation tremendously

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  19. 1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  20. To not chose "taxable" or "not taxable" when creating customer.

    Sometimes it's taxable sometimes it's not. Also below 30k revenue there is no need for taxes and above there is. So that's not something that depends on the customer

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
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