Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

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  1. Add Instamojo as online payment gateway. It is very popular with startups.

    Add Instamojo as online payment gateway. It is very popular with startups.

    41 votes
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      2 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
    • Portal access to more than one account

      We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.

      41 votes
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        9 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • 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  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
        • Inventory reports by vendor

          I would like to be able to generate individual inventory reports by vendor.

          39 votes
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            3 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
          • Ability to Add Product Visual/Image to Estimate and Invoice

            I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).

            38 votes
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              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Add VAT to retainer invoices

              Title says it all : it is legally mandatory in France to add VAT to retainer invoices (factures d'acompte).

              37 votes
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                7 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Please integrate Virtual Card Services

                Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.

                36 votes
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                  Not For Now  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                • provide real-sync between Zoho CRM contacts and ZBooks

                  Please make sync between CRM contacts and Books real-time, or at least hourly. Or make the forced sync a non-admin level feature for a user. We use Subscriptions, and would like to set up a subscription immediately after converting a lead in CRM to an Account. Today, we need to wait 1 day, or have an Admin force the sync from CRM Setup, which is silly. Why can't this be real-time or a User profile setting that anyone could force to sync??

                  36 votes
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                    2 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                  • 35 votes
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                      6 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                    • there is a facility for budgeting and P&L v busget reporting

                      as above. recording and reporting budgets with variance from actual

                      35 votes
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                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • Batch payments

                        Use batch payments to bundle multiple bills into one payment transaction (use tick box to select which bills to pay in the batch, and have the amount editable in case you don't want to pay the full balance of all the bills selected).

                        Bank details will have to be recorded in the system for each supplier, so that you can then export a batch payment file and upload it into your online banking system.

                        Payments to be recorded accordingly under each bill within the batch.

                        35 votes
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                          3 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                        • Tax Shipping

                          Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.

                          35 votes
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                            9 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • Schedule C Estimated taxes

                            include to ability to automatically calculate quarterly taxes

                            34 votes
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                              4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                            • Salesperson should not see the entire company's numbers

                              Sales people should not be able to see the entire company's sales figures. They should only see their numbers so they will know how far they are at achieving their quotas.

                              Sales people should see their own sales and receivables but certain user levels (sales managers) should see the total figures for their team.

                              34 votes
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                                0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                              • Backorder view/report at product level

                                Create a backorder view/report with information at product level.

                                When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.

                                However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
                                - Product Name
                                - Quantity ordered but not yet invoiced
                                - Sales Order Number
                                - Sales Order Status
                                - Customer Name

                                In addition also orders that are invoiced yet (whole order is a backorder)…

                                33 votes
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                                  5 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • Opening Balance of a vendor and customer during current financial year i unable to record

                                  Category should be Opening balance Under Customer/Vendor

                                  we need to click opening balance either under vendor
                                  Vendor name to be entered and opening balance as on 01-04-2017(Current financial year) to be entered.

                                  33 votes
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                                    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 33 votes
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                                      4 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Integrarte CRM & Books/Invoices at Quote/SO level rather than potential

                                      Current,y Opportunities are synced to create invoice/estimate through Trigger. However, there is no point as there is no detail on it - so I suggest you do it at Quote and/or Sales Order level. This keeps sales out of books or won't require them to start quoting through books/invoices.

                                      33 votes
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                                        2 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                      • reconciliation

                                        Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.

                                        33 votes
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                                          1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        • add shipping for ups / fedex / usps

                                          1) sales orders from zoho crm flow to zoho books.

                                          2) order details flow (address and item info) from zoho crm or zoho books to web based shipping software like shipping easy or ship station

                                          3) freight and tracking #'s come back from shipping software to sales order in crm or books.

                                          All major accounting systems (quickbooks, zero, myob) provide this functionality out of the box. We love using zoho crm (20 users), but cannot use zoho books until this basic functionality is available.

                                          32 votes
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                                            Planned  ·  8 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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