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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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6162 results found

  1. Inventory+Order Integration with Shopify

    Shopify is a powerful front-end for our Ecommerce and Offline Point of Sales. Zoho is a powerful tool to manage the back-end operations. The existing Zoho Inventory & Shopify Integration is full of bugs. Payments and Fulfillment have to be manually entered in Shopify and Zoho even after the integration, it doesn't capture beyond the Inventory and Sales Orders details such as payment details, tax info, etc.

    4 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  2. Add Customer GST details in invoice

    Please Add Client's GST number section under client address in Invoice

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. ORDER STATUS BY ITEM

    An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  4. Sales Report

    Grouping/sub grouping of Items, so that we can get reports of totals per group. Visible in a graph as expenses are shown in dashboard

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  5. SalesPerson

    Sales by Salesperson (Item Summary)

    This is an absolute essential for any retail trade that has varying profit margins on different products. Commission/Incentives are designed based on items sold and not turnover achieved ONLY.

    It becomes imperative to have a report that provides ALL items (summarised if it may, and drillable to invoice all the better) sold by a SELECTED Salesperson or ALL of them, grouped by SALESMAN NAME (taken from Invoice).

    I've moved from Tally.ERP9 and facing such an issue working our Sales Incentive, it's become a nightmare to handle the same without such a simple report now.

    Hope…

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  6. Provides us as customer with backup and restore option, even with an extra fees to pay when needed.

    Provides us as customers with the backup and restore functions, even with an extra fees to pay when needed.

    4 votes
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  7. Would like to have the option in financial reports to sort accounts according to account code, but not sort by account type only.

    Sorting by account code in financial reports

    4 votes
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    1 comment  ·  Admin →
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  8. Approval of Invoices from Senior

    Please have approvals of invoices made by Junior. The Reporting authority should have approve the invoice before it is sent to the accounts dept.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. I need to add more custom fields for contacts. why you limit this?

    I need to add more custom fields for contacts. why you limit this?
    why you limit with 15 or something!
    We cant use it more.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  10. Please add round off feature in purchace invoice also

    Please add round off feature in purchace invoice also.

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. export of GST summaries to excel formats

    export to csv or xls must be provided, for all kinds of GST summaries, e.g. GSTR-3B, GSTR-1, GSTR-2 etc.
    in case of any failure in push to GSTN, one should be able to export transactions to other formats and download, so as to upload them in an offline way

    4 votes
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  12. is there a possibility for the increase in the width of the fields in the header of the template

    is there a possibility in future for the increase in the width of the fields in the header of the template

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  13. Better Support for Retainer Invoices

    Retainer invoices seem to be treated as an "orphan". It's not included in sales reports, and it's not supported on your mobile applications. Like many professional service organizations, I do most work on a retainer. But then, it's not included in my sales reports. And there's no separate report for retainer invoices. Even the Cateogry field for creating this Idea doesn't include "Retainer Invoices".

    4 votes
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    1 comment  ·  Admin →
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  14. Inventory summary

    Inventory Summary need in the flowing format for a particular month or quarter :

    Quantity Opening -- Quantity In -- Quantity Out -- Quantity Available

    In current format it shows all the inward and outward data from the very beginning

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  15. Delivery Status In the invoice

    adding an delivery status in invoice will be more helpful because, i take payment first and process the order, when the order is completed the status should be either paid & undelivered or paid and delivered, in status it is showing only paid option how could we know that the order is delivered or not , so kindly update this feature as soon as possible

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Develop payment gateway for Tsys Bank.

    It’s just another payment gateway but when Authorize.net wants to be a pain it’s always good to have a backup that is direct to the bank.

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  17. add a Refresh Banking Feed button on the top of the main Banking page

    I should be able to click on the Banking category and see a link or a gear with a link to refresh all feeds. Instead, I have to go to Banking, then scroll down to an account and then click the gear, then click refresh.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. Easy link to item overview page on creating invoices by click on item name.

    to view the item details

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Option to remove decimals from discount column

    Option to remove decimals from discount column (It Shows 10.00%, Consume more width in invoice)

    4 votes
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  20. Print Option

    Would like to have direct print option to a handheld printer instead of saving as PDF and then print.

    4 votes
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