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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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18 results found

  1. Tally Migration

    Please provide one click migration process for Tally customers in India. Have their data automatically imported in Zoho Books by handling the Tally data files. It is really hectic to create and upload CSV files for all the things that we want to migrate.

    32 votes
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    8 comments  ·  Migration  ·  Admin →
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  2. Provide a way to merge duplicate accounts created during the migration process

    duplicate accounts in the general ledger and items occur easily in the migration process. There should be a simple merge accounts with a warning before proceeding that captures all the history.

    13 votes
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    1 comment  ·  Migration  ·  Admin →
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  3. Please add opening balance option, while creating or editing Vendors and Customers.

    Currently no concrete solution is availble to Add opening Balances of vendors & customers.

    9 votes
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    0 comments  ·  Migration  ·  Admin →
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  4. Opening Balance - Negative Figure

    Dear Team,

    There is one difficulty I faced while migrating one of my clients was the opening balance upload of parties with -(negative) figures.

    you must allow entering negative figure in the opening balance

    7 votes
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    0 comments  ·  Migration  ·  Admin →
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  5. i have the following suggestions

    Chart of Accounts maintenance : I am sure many people would like to use their own chart of accounts. Appreciate if you could please provide a better maintenance option, e.g; multiple selection of accounts for deletion. Some time one could make mistakes in uploading set of accounts and deleting them a painful task as we should delete it one by one and it takes time

    6 votes
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    1 comment  ·  Migration  ·  Admin →
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  6. Data migration from Zoho books to Tally

    It would be amazing if we could have direct data migration from Zoho Books to Tally as our accountants are more familiar with Tally. Also please suggest if there is any other way by which this can be done till the direct migration service is built

    6 votes
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    0 comments  ·  Migration  ·  Admin →
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  7. Auto Migration from Global Edition to US Edition of Zoho Books.

    Automatic migration form Global Edition to US Edition...

    3 votes
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    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
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  8. Stand Alone Software

    Instead of loading all elements on the browser for every clicks why can't the graphical elements be stored in standalone software and just load the data from the servers which will make things work efficient and fast manner than seeing the loading icons

    3 votes
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    0 comments  ·  Migration  ·  Admin →
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  9. 10 users for Zoho books even in Zoho one(I am ready to pay for Zoho One but don't want to lose the existing advantage of 10 users access)

    10 users for Zoho books even in Zoho one(I am ready to pay for Zoho One but don't want to lose the existing advantage of 10 users access to Zoho books which are coming at INR2500)

    3 votes
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    0 comments  ·  Migration  ·  Admin →
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  10. Migrate including attachments to Zoho Books UK Edition

    Enable the migration to the UK Edition of Zoho Books including Attachments, currently if I want to migrate I will lose all the receipts attached to the expenses.

    I do want to migrate to the UK Edition, however I do not have the time or patience to manually export every receipt and re-attach to every expense, it's the one barrier to migrating.

    I wouldn't even mind if there was a seamless migration charge.

    3 votes
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    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
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  11. Improve article export, add category and more article catalog fields

    Improve article export, add category and more article catalog fields

    3 votes
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    0 comments  ·  Migration  ·  Admin →
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  12. Rent Workspace Singapore

    Discover the ideal shared workspace in Singapore that caters to your professional needs. Our shared workspace offers a collaborative environment where you can connect with like-minded individuals and businesses. With state-of-the-art facilities and flexible membership options, you can choose the perfect workspace that suits your requirements.

    More info :- https://distrii.com.sg/

    1 vote
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    0 comments  ·  Migration  ·  Admin →
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  13. Moxibustion benefits singapore

    Discover the numerous benefits of Moxibustion in Singapore with our high-quality products. Moxibustion, a traditional Chinese therapy, involves the burning of mugwort herb to stimulate specific acupuncture points on the body. This therapeutic technique is known to improve blood circulation, relieve pain, boost the immune system, and promote overall well-being.

    More info :- https://www.huajiantcm.com/moxibustion

    1 vote
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    0 comments  ·  Migration  ·  Admin →
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  14. Workflow of documentation of Canada Immigration Dubai.

    We are one of the most famous and trusted Visa and Immigration Advisors in the UAE worldwide. Based on our decades of domain experience, we excel at providing specialized and personalized services such as work and study permits, permanent residence, business immigration and visas, tourism and family sponsored visas for Canada, Australia, New Zealand, UK, United States and Europe, etc. We keep up to date with the latest immigration laws and regulations and provide a hassle-free experience for numerous families to make informed decisions about their dream destination. Enjoy a unique and unbeatable experience with us.https://www.flyhigh-abroad.com/

    1 vote
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    2 comments  ·  Migration  ·  Admin →
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  15. Subir datos a Excel

    Cómo subir un Excel de datos que no sean Contactos de clientes.

    1 vote
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    0 comments  ·  Migration  ·  Admin →
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  16. Ability to include GL code to banking transactions while importing

    Ability to include GL code to banking transactions while importing

    1 vote
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    0 comments  ·  Migration  ·  Admin →
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  17. Invoice/Payment Received/Bank Statement Import Log

    When we migrating data to a new platform, we somehow missed some things and need to re-calibrate the imported files. Import log with batch delete/overwrite feature will save most of our time than current feature.

    1 vote
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    0 comments  ·  Migration  ·  Admin →
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  18. The Projects that you have in Zoho Books to be pushed to Zoho people

    The Projects that you have in Zoho Books to be pushed to Zoho people

    1 vote
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