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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.

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6968 results found

  1. I want to markup item prices by a percentage of total cost (cost plus any tax)

    I want to markup item prices by a percentage of total cost (cost plus any tax).
    For example, a soda costs 75c and taxes are 25c. The soda costs me $1.
    i want the sales price to be 50% markup of the total cost. I would like to then round the sell price up or down to the nearest 0.05c.
    The price List option does not work well for this

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  2. Mobile app development company

    Techanic Infotech is a versatile software development company renowned for its comprehensive service offerings. Specializing in web development, mobile app development, digital marketing, and custom software solutions, the company leverages modern technologies and agile methodologies to deliver top-notch products that align closely with client needs.With a strong emphasis on quality and client satisfaction, Techanic Infotech serves a wide array of industries including healthcare, finance, e-commerce, and education. Their solutions are tailored to address specific business challenges, showcasing their adaptability and expertise in crafting innovative software solutions.Backed by a team of seasoned developers, Techanic Infotech positions itself as a dependable partner…

    3 votes
    0 comments  ·  Mobile App  ·  Admin →
    How important is this to you?

  3. Speed up the bank reconciliation process by showing a full list (similar in Xero) of transactions that can quickly be reconciled or matched

    The reconciliation process can be made much quicker by implementing the above and allowing for bulk cash coding recons, which would speed up the process by a lot.

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  4. Allow option to digitally sign quotes as well

    Allow option to digitally sign quotes as well, similar to invoices, PO and credit notes.

    3 votes
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  5. The ability to 'schedule send' Retainer Invoice emails

    I want to be able to schedule send retainer invoices that are created afterhours to send to the client at the start of the next business day.
    Currently you can do this with a standard Tax Invoice however the same drop down arrow function on the 'send email' icon is not available when sending Retainer Invoices. Can this be fixed please? Thanks

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  6. Add Zelle as payment option

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  7. Mohu

    3 votes
    0 comments  ·  Bank Reconciliation  ·  Admin →
    How important is this to you?

  8. Receive a payment against sales order to track the progress of payment order wise, where Invoicing is only done after the whole payment.

    In the service business, where we collect advance but cannot invoice the same as it is unearned revenue, we need to track the advances against a particular order.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  9. Allow Bank Accounts to be SubAccount

    Allow for creation of Sub Accounts under Bank Accounts

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  10. Provide an option to print a Refund Check when you have selected Refund Retainer

    Right now there is no option to print a refund check when you have selected Refund Retainer. This should be an easy enhancement and would benefit a lot of companies.

    3 votes
    1 comment  ·  Admin →
    How important is this to you?

  11. import inventory sales invoices

    When I import bulk sales invoices with inventory,
    The invoices do not reflect the sold inventory and neither do they show up under the inventory reports.

    I have to go back and edit each invoice to select the intended inventory item.

    The problem is usually with an import like that,
    You have a bulk of invoices eg 1000 and editing each is very, very time wasting.

    Hopefully Zohobooks team can come up with a way to attach inventory directly during the invoices import.

    Or is the problem the zoho plan am on?
    (currently using the Zoho Professional pricing plan)

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  12. After doing Pull transactions from GSTN from IMS Dashboard

    If we accept the Input tax credit after Pull transactions from GSTN from IMS Dashboard there should be an option for booking those transactions automatically in Zoho books (If we select those transactions to be booked in Zoho books)

    3 votes
    0 comments  ·  Automation  ·  Admin →
    How important is this to you?

  13. item wise inventory price

    please create an option to find the item wise stock price including the landing cost. its very difficult to find the item wise price from inventory valuation summary

    3 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  14. What’s the best coming-of-age film that you’ve ever watched?

    Coming-of-age stories are my favorite genre! HutZon has a cool collection, but I’d love to discover films recommended by fellow enthusiasts. Which ones left a lasting impression on you? Source: https://hutzon.com/

    3 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  15. Improve Zoho Books' Avalara Integration for Multi-Location Tax Calculation

    We conduct business at multiple locations and often host in-person sales events, primarily in Tennessee, an origin-based sales tax state, requiring accurate tax calculation for each location. While Avalara supports multiple locations, Zoho Books' integration limits tax calculation to a single location, or "Company Code". This creates challenges during sales events, as we need to calculate origin-based tax accurately. The integration should allow selecting from Avalara's multiple locations at the transaction level to ensure sales tax is calculated based on the sale location, rather than defaulting to the customer's billing or shipping address.

    3 votes
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  16. Project users should be restricted from marking a project as Active/Inactive

    After a project is marked as Inactive, only the admin shoul be allowed to mark it as active if necessary.

    3 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  17. Make an option where the QR code can be placed anywhere on the invoice. Often times, the QR code is pushed to the second page.

    Make an option where the QR code can be placed anywhere on the invoice. Often times, the QR code is pushed to the second page and customers don't see it. For example, if I want my QR code to be a link to my google reviews, I would like that to stand out to the customer, not be hidden in the back. Thanks!!!

    3 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  18. Medium business needs cash and bank book separate

    You can not find in ledger that customer paid cash or through bank 2 You can not assign a person to handle cash. Voucher no. should be seprate

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  19. Pull an expense from Zoho Expense into a line item on an Invoice to bill customer for expense

    For passing through expenses to customers, the ability to assign an expense to a customer and populate in into an invloice in books. Even better if it can be assigned based on project.

    3 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  20. Customer Statement

    Provide a new template design for Statement of accounts, similar like reports like Balance Sheet, P&L, Ledgers or Spreadsheets template with less space and more details, also to mention invoice due by days.

    3 votes
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?
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