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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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6151 results found

  1. Integrarte CRM & Books with WhatsApp for share douc.,Photo,invoice ,taxt massage.

    7 votes
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    0 comments  ·  Customers  ·  Admin →
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  2. We are unable to track and maintain sells done on Marketplaces like Amazon and Snapdeal

    Do this needful on urgent basis else we will be unable to continue with Zoho

    7 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  3. Automatic invoice entry from Scanned Documents

    The newly added feature of auto scan documents gives the ability to automatically create a new bill or new expense from a Vendor which is great!
    Can you please add the same feature for adding the scanned document as INVOICE to a Customer? (now it only attaches the scanned invoice to the invoice and the invoice entry is still manual)

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. Please add a delivery challan feature on basis of which we can create monthly invoice

    Add delivery challan feature. For eg: add such feature that i can make delivery challan of particular customer say ABC. i will create delivery challaN OF abc THROUGHOUT THE MONTH AND at the end of the month i will create an single invoice of all delivery challan .

    7 votes
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    0 comments  ·  Admin →
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  5. Please add bulk add expenses feature in zoho books.

    please add the bulk add expenses in zoho book.

    7 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. Discount column in purchase bill after the subtotal and then GST should be calculated

    Discount to be deducted after the subtotal provided by the vendor in the purchase bill entry and then GST SHOULD BE CALCULATED

    7 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  7. process multiple payments on banking without having to add individual transactions

    rocess multiple payments on banking without having to add individual transactions

    7 votes
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    1 comment  ·  Payments  ·  Admin →
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  8. Customer Portal and control the amount of viewable invoices

    Customer Portal is great. I am hoping for a way to control the amount of viewable invoices to the customer. Either my month, quarter, year or even a valued amount.

    7 votes
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    0 comments  ·  Customers  ·  Admin →
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  9. numbering for line items in transaction creation page

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. check printing and PDC Accounting in UAE

    Need Check printing option for UAE edition as most of the transactions in UAE are based on PDC.

    7 votes
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    0 comments  ·  Admin →
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  11. T-Format for balance sheet

    T-format for balance sheet is useful format for view as well as understand. it should be remain in zoho books.

    7 votes
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    0 comments  ·  Reports  ·  Admin →
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  12. Hello Sirs, Kindly add Paytabs as payment gateway for us. We don't use any of the ones which is available in the list. Thank you !

    7 votes
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    0 comments  ·  Payments  ·  Admin →
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  13. a single export to PDF option that PDFs reports for specific periods to their individual reports instead of having to generate each report

    a single export to PDF option that can generate a PDF report for each of the reports for a specific period eg a financial quarter so that they can quickly be shared with accountant

    7 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. Editable type of account (Asset, Liabilities, Equity, Income, Expense, COGS, and so on)

    The "account names" in chart of accounts are totally editable, but somehow not the "account types".

    Since I am originated from a non-English-based country, the reports generated will look off cos they have some English terms in them.

    7 votes
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    0 comments  ·  Admin →
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  15. Bulk Actions in Projects/Timesheets

    Ability to add/remove users to multiple projects. For example, what happens in the situation where you have 500 active projects, and you need to add a new employee to the projects? Currently, you need to manually add the user one project at a time.

    7 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  16. Multi Currency Bank Accounts

    Well exactly as it says in the header, desperately need to be able to showing FCY amounts in the bank accounts, this is the one thing stopping us moving our entire accounts away from QuickBooks.

    7 votes
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    1 comment  ·  Banking  ·  Admin →
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  17. University Federal Credit Union - Add Bank to Integrations

    A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!

    7 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. Recurring Invoice Value Report

    Create a report that shows the dollar ($) value of a company's total number of recurring invoices. This would allow better cash flow forecasting.

    7 votes
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    1 comment  ·  Reports  ·  Admin →
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  19. Cash flow statement (indirect vs direct method)

    For the CASH FLOW STATEMENT, which Zoho Books uses the "indirect method" there should be an option to choose the "direct method" also. Both are legal.
    Thank you.

    7 votes
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    1 comment  ·  Reports  ·  Admin →
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  20. Filter Payments by Vendor

    Please make a Vendor filter on the "Payments Made" report

    7 votes
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