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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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6163 results found

  1. we want manufacturing

    we want manufacturing and bill of materials

    1 vote
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    0 comments  ·  Admin →
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  2. mdmostofa899753@gmail.com

    md.mostofa

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  3. multiple users can access multiple selected customers

    Important for client servicing account managers and executives

    1 vote
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    0 comments  ·  Users & Roles  ·  Admin →
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  4. To select an invoice template depending on the checkout page is coming from the sale

    to be able to select an inovice template depending on from which checkout page is made the automatic sale

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. PNL

    It would be great to have the option in the PNL to compare all the months next to each other. at the moment you can only compare 2 months, or 2 quarters or 2 years with each other. But it would helpt to see the whole year month by month.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  6. Allow integration of Stripe payments made other platforms like Bookwhen

    We use Bookwhen for our bookings and take payments through stripe, please integrate these transactions and the stripe fees so I don't have to put them in manually.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  7. Multiple estimates to be included to an invoice

    Like the multiple projects feature, it can be lifesaving to be able to have multiple estimates in an invoice. Cause multiple projects can be added in an invoice but then you cannot monitor the uninvoiced estimates

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. provide monthly invoice upload to GSTR1 in QRMP scheme and Monthly Tax payment challan generation

    provide monthly invoice upload to GSTR1 in QRMP scheme and Monthly Tax payment challan generation

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  9. Late Fees, Late Fees, Late Fees!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. make proforma invoice document

    make proforma invoice document with bank details and terms & conditions of the transaction for confirmaton of orders

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. Link billable expenses to existing invoices instead of raising a new invoice

    We have just migrated our data: existing invoices and existing client reimbursable expenses to our account and I find that there is no option to link past client reimbursable expenses to past invoices.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  12. vendor portal email template & uploads

    Please let us customize the email that vendors get inviting them to create a vendor portal And also allow them to upload documents that aren'tassociated to a Bil, eg allow them to upload their IRS W-9 for tax purposes Thanks

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  13. Need options to control/clear Activity Log and Comments & History of sales and purchase

    Options can control "Activity Log" and "Comments & History" of sales and purchase. We can hide or clear it as per the requirement.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  14. record payment without client or invoice details

    Record a one time payment... specially for onetime clients without having to raise an invoice and adding customer details before accepting the payment

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  15. INCOME AND EXPENDITURE ACCOUNT

    Income and expenditure account is for professionals like Advocates, CAs, Doctors etc. Because there will be no sales or purchases for professinals So, do you have software useful for professionals?

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. automatic loading of expences

    There should be a automation by which when we we create the invoice, the expenses along with it, ie. transportation or commission is recorded.

    If the accountant insert the transporter name and the weight and price or any other variables, it automatically creates a payable for that vendor.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  17. dgr

    Australian NFPs can have DGR status which means that extra information needs to put on receipts so that people giving can claim it back on their tax.

    A field should be put on receipts that meet DGR rules similar to the terms and conditioins on an invoice

    1 vote
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    0 comments  ·  General  ·  Admin →
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  18. EORI

    Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  19. I would like to make a vendor advance payment and print the check through the system

    We need to make vendor deposits ahead of getting an invoice. I would like to be able to print those types of checks through the system, like print via check

    1 vote
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    1 comment  ·  Vendors  ·  Admin →
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  20. Kiya Mal credit card

    1 vote
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