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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.

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  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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6174 results found

  1. integrate with Gravity Payments

    We have been customers of Gravity Payments for many years - they have the best prices and best customer service of any credit card processor we've ever seen or heard of. I would prefer to use them as a company over others you offer in integrations - so much so, that I wouldn't even consider moving to online processing unless it could be with them. Check them out: Gravitypayments.com. Let me know if you need a contact there.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  2. Delivery note

    Combine more than 1 invoice to 1 delivery note because in some occasions, we need to issue separate invoices for client but the stuffs will be delivered in one go.

    Thanks.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  3. This must be where customer's ideas go to die....

    ...because I rarely see any Zoho feedback here.

    1 vote
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  4. Make it available and easy to make estimated tax payment...NOT SALES TAX.

    I would like to make a suggestion. In the US we often make estimated tax payments. Whenever I ask a question about taxes the ONLY response given is that Zoho only tracks Tax Payments....even though that has nothing to do with my question. I do not want anything tracked...I want to simply make a non-sales tax payment and have it properly assigned. I think Zoho should investigate this. I can't imagine I am the only one with this problem.

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  5. allow editing of the payment made email and template.

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  6. i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au

    i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au

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  7. Templates

    I'd like to have templates for any transaction. For example, my credit card payment gateway deposits money into my account every day, except weekends and holidays. Instead of entering the dollar amount, account, category, etc...manually, every day, I'd like to open the template, set the amount and click save. Done. No invoice. No hassle.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  8. Ingrate with CollBox or another Collection agency company

    Intergate Books and or invoice with a collection agency platform. Preferrablly Collbox to send invoices past due by a certain number of days over to their system to be collected by the outside collection agency.

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  9. REMARKS different colour option

    Remarks for internal message is a great idea however as the text colour is only black, it is blent with other contact details. It would be great if we could choose text colour even just with red to begin with.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  10. Has image column on categorization page

    Show whether there is an image attached to a transaction on the categorization page

    1 vote
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    1 comment  ·  Transactions  ·  Admin →
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  11. split screen or screen sharing to view more than one bank account statement would be an improvement

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  12. Estimate Reference on Sales Order and Invoice

    When an estimate is converted the Estimate Reference is not included. The quote number is shown, I find myself having to enter a sales order to check what this is related to. If we have similar projects for the same customer I have to look up the estimate.

    I would like for the Estimate Reference to be included in brackets alongside the the Estimate number, the same for the Invoice.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  13. how to change financial year which is started 1 st April-2018

    1 vote
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  14. Hii

    Hii

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. Task wise Cost budgeting, allocation and tracking

    In case of a project where Budgets are decided based on the Tasks to be done, while creating a task an option is to be provided to update budget of such task and while booking the expenses, it should be allowed to map such task to know the amount spent till date and amount to be spent to arrive at the correct forecast about project profits.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  16. AUTO ARRANGE BILL ITEM WISE

    AFTER ENTER AND COMPLETE THERE MUST BE A OPTION IN PACKING SLIP IN AUTO ARRANGEMENT

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Give our accountants access to access and manage books for us without charging us an extra user fee. Quickbooks and TurboTax both do this.

    Why do I have to pay for another full subscription to Zoho One just to let my accountant access my books. Quickbooks and TurboTax both allow accountants to access for free. Zoho should too.

    1 vote
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  18. Invoice row height adjustable

    Currently the height of rows in invoices is fixed and can not be changed and this might leave a lot of white space in the invoice,
    I suggest that height of rows should be made flexible and the user should have the ability to put max and min values

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. Create a report that shows total dollar value billed by employee, with the option to run based on date or based on project.

    Please create a report to allow us to see total dollar value billed to clients by employee/user, both on a time basis with no specific project (I.E., per year, per month, etc), and on a per project basis.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  20. how much to give back change to the customer

    how much to give back change to the customer

    1 vote
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