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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  1. Allow better reading of .csv information from quickbooks

    Allow me to import all of my inventory data from quickbooks enterprise solutions.
    -Item Name/Number
    -Manufacturers Part Number (MPN)
    - Unit of Measure (U/M)
    - Description on Purchase
    - Description on sales
    - Cost
    - COGS Account
    - Preffered Vender
    - Sales Price
    - Income Account
    - Asset Account
    - Reorder Point (Min.)
    - Max to order
    - Quantity on hand

    Also easily editing multiple items at a time would be very helpfull. Like using an excel program within the item list.

    4 votes
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  2. SKU

    I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).

    It would be great if CRM and Books could sync every fields they contains.

    Tanks!

    4 votes
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  3. I'm a distributor for multiple companies, but here i'm unable to generate the reports of stock movement company wise

    I'm a distributor for multiple companies, but here i'm unable to generate the report of stock movement company wise. when we check report all items are coming, we should have grouping of items.

    4 votes
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  4. edit item

    Should be able to link a downloadable document from the documents folder to items. For example - we have items that when selected always require the same PDF to go out with the estimate. Would be helpful to be able to attach these to the item to save keep reattaching every time!

    4 votes
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  5. TO ADD UNIT

    WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
    THANKING YOU
    VISHAL JAIN

    4 votes
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  6. ORDER STATUS BY ITEM

    An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.

    4 votes
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  7. Sales Report

    Grouping/sub grouping of Items, so that we can get reports of totals per group. Visible in a graph as expenses are shown in dashboard

    4 votes
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  8. Balance Sheet

    When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.

    4 votes
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  9. Have the option to share items between different organizations under the same account

    Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.

    4 votes
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  10. add a notes section on individual items

    to be able to add notes for each individual item that does not show on invoices or purchase orders.

    4 votes
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  11. Add an Item Code

    I would like to suggest to please add an Item Code. For now, we are using the Item Name as our Item Code. When we generate the "Inventory Summary" or "Inventory Valuation Summary", it only shows the Item Name as our Item Code and product description are not shown. If you can add the "Item Code" then I will revise all our products to its correct code and Item Name can be the "Product Description". If Item Code cannot be added, please add in the reports a column for the "Product Description". Please help me as this is important for…

    4 votes
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  12. Billable Item Markup or Margin

    In the items section, Zoho has the ability to make it a two sided item (meaning it can be a sales item or a purchase item).
    This would be great if the concept could be taken to its logical conclusion.
    If we think of a single transaction going through all the stages, we see that
    A quote can be converted a sales order, and it uses the sales side price.
    A sales order can be converted to a purchase order, and the purchase side cost is used
    A purchase order can be converted to a bill
    But a bill cannot…

    4 votes
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  13. disable inventory trackingfor items with transactions

    Be able to disable inventory tracking for items with transactions like it is available to enable it in bulk through specific link.

    4 votes
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  14. available for sale

    in Custom View we can add "Stock on Hand"..
    it would be great to add
    - "Commited Stock"
    - "Stock Available for Sale"

    We have many confirmed sales orders daily, and its difficult to know the Stock we have available for each item. The only way is to open each item one by one, and it is time consuming.
    In an Spread Sheet, i'm able to visualize what is really available for sell, will boost productivity to make best decisions.

    4 votes
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  15. books customer portal can show items

    from CRM customer portal , it can show products to customer

    Do I need to provide 2 portals to the same customer

    CRM portal from products, BOOKS portal from the transaction

    In this case, the user experience is poor

    4 votes
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  16. Committed Stock

    Our Items are part of Composite Items too. When we need to assess committed stock of an item, we are having to search at item level and then at each composite item. This causes efforts and delays.

    We suggest that based on the committed stock of the related composite item, the committed stock of the item should include the committed stock of the composite item where it is going to be used.

    For example, if I have a product named X which is in use in a composite item named Y. If I have 20 number orders for X and…

    4 votes
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  17. 3 votes
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  18. make items searchable by transaction.

    I need to be able to find invoices, estimates and bills by item number or description. being unable to edit items that have existing transactions, I would like to be able to search for the existing transactions that the items has been used for.

    3 votes
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  19. Airline tickets

    selling Airline tickets is a commision based thing, or flat rate thing, this means i may sell 2 tickets on the same plane , both economy class, both sits next to each other , but one cost/sell 800/1000 , and another one is 1600/2000, so when invoicing each of these client i will have to go to the items menu and change the cost and selling, otherwise i can never know my true profit.
    someone suggested me that i create a new item each time i create an invoice that would be easier BUT this way i will be having…

    3 votes
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  20. The option to export an Item list that include all item details plus the inventory should be added.

    The option to export an Item list that include all item details plus the inventory should be added. The current export tool only includes the opening inventory and this information needs to be supplemented with up to date info on the current status of inventory per item.

    3 votes
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