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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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4 results found

  1. Integrate with GoCardless payment gateway

    There is a system called Direct Debit in the UK and is great low-cost way for businesses to collect money from their customers. GoCardless is an online Direct Debit payment gateway and they take all the complexity out of setting up Direct Debits between customers and vendors. Look here - https://gocardless.com/direct-debit/introduction/ please, please, please do this! This would be a great addition to ZoHo Books/Subscription.

    156 votes
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    13 comments  ·  Third Party Integrations  ·  Admin →
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  2. Early access to Zoho Books - Zoho CRM integration

    Hello Everyone,

    We're enhancing the integration between Zoho Books and Zoho CRM.

    As part of this enhancement, you will be able to

    1. Access Zoho Books module (invoices,estimates,sales orders) inside Zoho CRM.
    2. Create/edit/view/email invoices, estimates and sales orders from Zoho CRM.
    3. Create custom views, reports and dashboards for the Zoho Books module in Zoho CRM.
    4. Associate activities and notes to the Zoho Books module from within Zoho CRM and view them in Zoho Books as well.
    5. View the comments added to invoices, estimates and sales orders inside Zoho Books in Zoho CRM.

    If you would like to get an early access…

    55 votes
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    22 comments  ·  Third Party Integrations  ·  Admin →
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  3. Integrate zoho project time sheets / hours with zoho books

    All my hours are tracked in zoho project, it would be great if I could import my approved time sheets into zoho books to pay my contractors. seems like an improvement to the integration. thanks!

    40 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  4. Column display list customisation

    Throughout Zoho books, from contacts to timesheets the ability to define which column of data is displayed in a list and in what order, rather than accepting the default list, including any Custom Fields created.

    22 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there

    We now have the option to create custom views. You can click on the filter option for the modules and select the option to create the custom view. You can select the fields that you wish to display.

    Thank you

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