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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.

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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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6167 results found

  1. customer statement

    Customer statement: all historic transactions

    When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  2. Dashboard

    It is great to have the option to choose the financial year. My requests are the following
    1. Provide options to choose the period (in the dashboard)
    2. Provide options to the bank accounts (one or multiple)

    Further, once we choose, the bank, it would be ideal to choose the dashboard out of the bank account. It will help to manage multiple bank accounts more effectively.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  3. I suggest for multi series for invoice is the most important feature & it should be in Books

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    0 comments  ·  Invoices  ·  Admin →
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  4. Total operating income (after deducting bad debt) to display on dashboard

    Please display Total operating income (after deducting the bad debt)on dashboard in Income and Expense section. Also, if possible to have a setting or a way to set up what other expense want to display in dashboard based on custom user roles/access.

    1 vote
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  5. Insert a new category for Gift & Cashback income

    Insert a new category for Gift & Cashback income. There is no option for categorizing Gift & Cashback

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  6. I would like to be able to print checks for refunds off customer payments.

    Currently you can only print checks as payments to vendors. Often times customers request to be refunded for projects and would like it in the form of a check, which I can't accomplish out of Zoho and need to hand write. This feature would be great.

    1 vote
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  7. In the portal customer should be able upload their orders in zoho books

    The customer should be able to upload his order once we enable him in the portal.
    This will help in a big way

    1 vote
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  8. Preprinted invoice

    We need an option for preprinted invoice stationary

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Make things easy

    Make things intuitive! UGH!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. Have funds

    Have funds for those are truly grateful and really need them..

    1 vote
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    2 comments  ·  Admin →
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  11. new line to enter GSTIN of customer ship to address

    Dear Zoho team, can you please add new line to enter GSTIN of customer ship to address. Normally it takes by default Bill to GSTIN for Ship to address. where for same customer when ship to address is different than place of supply that GSTIN of ship to address should reflect in invoice.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  12. About Loan

    Please try to include Loan Accounts in Banking Categorize field.

    1 vote
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    2 comments  ·  Banking  ·  Admin →
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  13. PARTY TO PARTY ACCOUNT entries are not permitted in the zoho books.

    PARTY TO PARTY ENTRIES ARE TO BE PERMITTED IN THE ZOHO BOOKS

    1 vote
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  14. Easy Item Searcher

    When we add items on invoices, the items should come even if we type its middle name. This make easy to add items which we search for.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  15. Delivery Challan Customize Templet should be there

    Delivery Challan Customize Templet should be there

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  16. reporting as per FCRA compliance

    The FCRA needs to be reported in two category, 1) admin cost and 2) program cost.
    Can we add this feature in this software ?

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  17. Allow entry of a new series of Invoice numbers for every customer eg CUST1-2020-001, CUST2-2020-001 etc

    1 vote
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  18. Need to add integration with Shopify.

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  19. in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for othe

    in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for others in order to analyze the total spending's on particular project or customer.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  20. discount feature

    The Discount Field on invoices at the transaction level (not line item) should not only be by percentage. The invoice creator should also have the privilege to input a total discount value by themselves at the transaction level(not by percentage) which will now be deducted to get an invoice balance. Zoho books only provides for discount by percentage.

    1 vote
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