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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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6159 results found

  1. vendor portal

    allow vendors to create bills from the vendor portal as well to be able to enter their banking or payment method detail

    4 votes
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  2. No Due Certificate

    We should have No due certificate option from Zoho, were we can provide NDC for our customers

    4 votes
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    1 comment  ·  Customers  ·  Admin →
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  3. I should have option to set the default value in the contact display should be conatct person name or company name?

    I should have option to set the default value in the contact display should be conatct person name or company name?

    4 votes
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    1 comment  ·  Inventory  ·  Admin →
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  4. Zoho list of units and quantity code for freight forwarding

    Can Zoho implement/add a new list of units with their quantity code mappings that are specifically for international trade or freight forwarding?
    I can help the team in mapping the same.

    4 votes
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  5. What are the age groups accepted at leaps and bounds daycare?

    Is Leaps and Bounds daycare the best place for my child, or am I missing out on the most incredible early learning experience ever?

    4 votes
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    0 comments  ·  General  ·  Admin →
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  6. Include a breakdown of the Vendor credits applied to a bill on the printed check stub

    If we are applying a credit to a bill, our customer requires us to show the credit amount and the credit memo number. It would be very helpful if we could print that information on the check stub.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  7. company's debt management

    it's good if you add new option to monitor the company's debt like loan of the company and monthly emi's and other debt.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Create and lodge Company Tax Return to Australian Taxation Office (ATO)

    Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.

    Please consider or let us know if this in development.
    Please vote.

    3 votes
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  9. Retainer Invoice options to be same Invoice

    I cannot find the following options in the Retainer Invoice:
    1. Product selection in Table rather than just text fields.
    2. Fields in Table like HSN/SAC
    3. Payment reminders
    4. Tax
    5. When Retainer Invoice is paid, convert Retainer Invoice directly to Invoice and mark it as paid.

    I can understand that this is just an advance payment. Still, we critically need these options to be implemented as soon as possible.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. 3 votes
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  11. Migrate including attachments to Zoho Books UK Edition

    Enable the migration to the UK Edition of Zoho Books including Attachments, currently if I want to migrate I will lose all the receipts attached to the expenses.

    I do want to migrate to the UK Edition, however I do not have the time or patience to manually export every receipt and re-attach to every expense, it's the one barrier to migrating.

    I wouldn't even mind if there was a seamless migration charge.

    3 votes
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    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
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  12. Toggle imported Transactions

    In quickbooks online edition, when you download transactions from your bank, it gives you option to toggle mulitple transactions if are putting in same category. be nice if this feature is available

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. Segmentation of accounts to user specific sales people to manage those accounts in say a different country or 3rd party distributor

    So I have a distributor in the United States which I would like to have a zoho books login. I want to segment my overall account details such as turnover and only have this information available thats specific to him/her.

    So when he or she logs in they can see the following:

    Which customers are allocated to them
    How many sales that customer has against their name
    How many pending, sent and outstanding invoices their are.
    Their overall turnover etc etc

    In roles and specific roles this cannot be done as I keep seeing when I log into a test…

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. 3 votes
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    0 comments  ·  Admin →
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  15. Billable Bank Charges

    It will be perfect if you add the (Billable) checkbox beside the Bank Charges field when an invoice is paid (either through the Invoice itself, or by Invoice Payment inside the Contacts and any other possible place).

    I found this Billable checkbox inside the Expense which is very good, but having it beside the Bank Charges will make things easier for us.

    For our business, we do put the bank charges on the customers, so if they issue the payment with putting the charges on us, this fees will be added to their next invoice.

    For now, if they send…

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Itegration of PayPal Standard & Paypal Business UK

    Hi All,
    It would be great if you could integreat - PayPal Standard & Paypal Business UK, as a UK user of ZoHo books we are resticted in use many of the features that zoho US offers and I feel this is very unfair!

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  17. 3 votes
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    0 comments  ·  Reports  ·  Admin →
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  18. Add the ability to make a custom field required for contacts.

    In Guatemala a NIT number is necessary to be able to claim a deduction. I would like to be able to make a custom field mandatory, and make it show up everywhere the contacts information is presented.

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  19. 3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. 3 votes
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