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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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163 results found

  1. We use schedulit to keep track of the training sessions we provide. An API or method of invoicing after completion would be great.

    We use schedulit to keep track of the face to face training sessions we provide. An API or method of invoicing after completion would be great, or a simple scheduling program from Zoho would also be great.

    1 vote
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  2. PayUMoney

    PayUMoney is a fairly use payment gateway since, there are no setup costs. I would like to request an integration with PayUMoney Payment Gatweay so that my customers would have a way to pay via., the gateway.

    1 vote
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  3. 'Create Invoice from Attachment' button - Office365 integration

    We are an Office365 organisation. Every time a vendor sends an invoice, the invoice is attached to an email. Instead of having to open the email, save attachment to desktop, rename it, then go into zoho books, create invoice, then upload the invoice...imagine if we could simply (in outlook) right click on an attachment in email, and have a zoho option such as "Create invoice with attachment" which would open a new browser window with a 'rename' input text box option, automatically create a new zoho invoice with the attachment already uploaded. this would significantly reduce workflow and admin time…

    1 vote
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  4. Plugin for woo commerce

    We have a web store selling hand embroidered garments. You may check www.vandastore.in. Currently woo commerce generates invoices and packing slips using third party plugin.
    What I wish that if ur software can be integrated via some plugin which can generate invoices as per gst law and fetch its data to ur main software for further accounting process, it we'd be grt.
    If you people develop this plugin, I m sure, u would get a score of clients like me who are doing small online business.

    1 vote
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  5. 1 vote
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  6. sales tax to Sales Invoice template on Zapier

    Your integration with Zapier allows creation of most fields for a Sales Invoice, but not the sales tax. Can you add this?

    1 vote
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  7. Make an export format for Sage would be great. In europe Sage is well used by accountants.

    Make an export format for Sage would be great. In europe Sage is well used by accountants.

    1 vote
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  8. Twikey integration

    Is it possible to set-up an integration with Twikey? It's one of the leading company's in Europe for SEPA direct debit & recurring payments https://www.twikey.com

    1 vote
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  9. Cash receipt and Payment

    In real business scenario Cash transactions may happen like a person may collect cash and and repay in later date so payment and receipt entry is difficult to handle .
    2) Loan to a staff
    3) Chitty / Daliy collections for investment will be there

    This type of cash transactions is difficult to handle .

    1 vote
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  10. Allow Users with international Accounts to Connect to Square POS

    Square is Intregration is only available only for Zoho book accounts in the U.S., Canada, United Kingdom and Australia editions of Zoho Books. I really need to connect to Square but cant due to these restrictions. Please Help

    1 vote
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  11. detach user login with account owner, so as to be 1 email can have multiple zoho books/companies

    having 1-on-1 linked between userlogin and account of the zohobooks or any module is BAD ideas, single user access login means ONE person

    1 vote
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  12. Provide an improved workflow for CRM -> Project -> Finance

    It would be great if I could adopt a workflow which would allow the following:
    - In CRM: Create Estimate & Manage Workflow. Estimate costs by creating a draft project, and include this as part of WBS / SOW. Books gets a copy of both the sales & project documents.
    - Create Sales Order: Negotiate / Fine tune parameters, update project, attach to sales order for WBS purposes. Workflow managed in CRM, Books gets the updated project plan and sales order details.
    - Invoice: Send invoice from either CRM or Books. Project moves to approved status, portal is provisioned for…

    1 vote
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  13. Integrate Zoho Book & Zoho Creator customers portal

    Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.

    1 vote
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  14. Add a toggle switch on the dashboard to hide sensitive information when necessary.

    A nice feature would be to be able to quickly blur the dashboard to hide sensitive information when someone enters the office.

    1 vote
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  15. checkbook.io

    A digital Check service to pay bills.

    1 vote
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  16. plooto

    Bill Pay solutions for business.

    1 vote
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  17. Zillow Home Values on "Books"

    You have service for CRM lets do it on books. We own a few properties and getting updates on current value for our balance sheet would be great. Thank you for the great software you provide

    1 vote
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  18. 1 vote
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  19. Role based restrictions for client portal

    The ability to apply a role to an indvidual or a group of individuals so that restrictions can be placed in the client portal. Accounts only sees Invoices. Estimates can only be viewed by sales etc.

    1 vote
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  20. Ability to Choose an Accounts Payable Person who is different thant the main contact in CRM

    Currently in Books all invoices go to the main contact in the account. That person may not be the right person for invoices to go to. We need the ability to choose another person in that company as the default Accounts Payable person. Currently this is a manual process and we have to remember to check the correct AP person for any accounts that have people in different roles. Please consider this seriously as it is something that should be automatable to prevent user errors...

    1 vote
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