Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6976 results found

  1. Integrar cuentas de entidades financieras españolas

    Integrar tarjetas de crédito banco santander españa y el banco y tarjetas ING.es

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  2. bulk entry for 'record payment'

    Hi, there should be an option of bulk entry for payment received data. Many a time, we are not able to do entry, mostly it happens in month end, if there is an option of any excel for bulk entry, then it will be really helpful,

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  3. Books Customer Portal and Invoice Payment Email Reminder Reporting

    1. Books Customer Portal Reporting: Ability to report on revenue collected via the customer portal. I would like to know how much use and value the customer portal is giving our company. We then can track the changes in use as company processes change or updates happen.

    2. Email Reminder Reporting:
      We would like to report on revenue collected via our invoice payment reminders to our customers. This would show the value of the automation. We then can track the changes in use as company processes change or updates happen.

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  4. Purchase Location Map

    A map that tracks your sales by item and location of purchase.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  5. Customer field on the time entry screen

    Time entry screen is linked to projects: so, on the time entry screen, you choose a project and record the time. This means that, where there are same projects which are common to multiple customers it is not clear from the time entry screen which customer you are recording time against: the only way round this is to have unique named projects (which will increase the number of projects hugely) or to first select a project from the projects list and then record the time. So - simple suggestion - it would be extremely helpful if the time entry screen…

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  6. 1 vote
    0 comments  ·  Admin →
    How important is this to you?
  7. Filter in the banking for the Catagorise Manully to match the invoices

    Please provide the filter in the Catagories Manully to reach directly on a new or old invoice

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  8. Feature required in Estimate

    Estimate feature required for per unit or per meter price is not available in templetes

    Pls kindly advice

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  9. Recurring invoices based on a total balance owed rather than end dates

    I sometimes have payment plans set up for clients. It'd be great to have recurring invoices that pay down a specific balance rather than using a start and end date. Additionally, it would be helpful to see that balance auto-update as it is paid down over time.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  10. 1 vote
    0 comments  ·  Admin →
    How important is this to you?
  11. please enable rounding off to be printed on bill in spreadsheet style invoices.

    entry for invoices shows rounded figure but the invoice does not show roundoff-ed figure

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  12. make separate access to banking part for different user

    Pls note that when Give person access to Banking Module he can access to all Bank accounts but company have main account and daily accounts and don't want to give access the staff to main accounts and need to give access only to sub accounts pls make solution for it because we have problem to use Zoho for all of our accounting purpose due for this reason

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  13. Please add internal notes tags to invoices

    Please add internal notes tags to invoices that should look similar to the tags created after writing notes on received payments. As in this case, the invoice tags should show when you scroll up or down the list (LIST) of invoices. This is so handy so you don't have to open each invoice individually (ONE BY ONE, waste of time) looking for notes or internal reminders. For example: not paid yet, waiting for payment, owe $10.00, 10 units on back order, etc.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  14. when categorizing expenses, it would save lot of time, if you could check off multiple expenses (ie: meals) and then categorize all at once

    when categorizing expenses, it would save lot of time, if you could check off multiple expenses using check boxes provided and then categorize a group at once time. currently you have to categorize one item at a time which requires more time.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  15. Sheet fed deposit slips like Quickbooks uses.

    Make sheet fed deposit slips available.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  16. Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it

    Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it get close automatically. Right now user have to go to customer account to apply the credit note while that can be matched while matching the transaction in the banking. this feature would ease out everything in banking module.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  17. get rid of this stupid error. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.

    This error comes up when trying to save a transaction where something is paid that needs to show up on a vendor account. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.

    This is silly that you cannot post a receipt to Accounts Receivable or Accounts Payable. Isn't the whole points of those accounts to show bills you haven't paid or haven't been paid for.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  18. setting to allow calendar view of timesheets screen as default

    The system always defaults to "List" view of Timesheets and we use "Calendar" view. Always have to go to the list view and then click the calendar icon.
    I know it's minor but it would be great.
    Thank you

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  19. Knowing number of employees worked on a project and make time sheet for each employee

    Tracking each employees by the project and hours spend for each project. Calculate the cost of each project based on the hours worked. Also find timesheet of each employee

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  20. calander

    need calander or reminder of job option details

    1 vote
    0 comments  ·  Vendors  ·  Admin →
    How important is this to you?
  • Don't see your idea?

Feedback and Knowledge Base