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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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  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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6977 results found

  1. customize columns in bulk add expenses in zoho books

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

  2. drag and drop designer for estimates and invoices besides the pre made templates, just like the one used in CRM

    In CRM you have to option to either create your Invoice / Estimate tempalte from scratch, using HTML or use the Drag & Drop tool. Althoug for many use cases the pre-made tamplates are good enough and easy to configure, there are cases in wich you need more freedom in this process. One specific case that I currently have is that after creating the templates for Estimates and Invocies in Zoho CRM that have been approved by my client, after convincing him to use Zoho Books I am finding dificult to justify that the tamplates will not be the same.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  3. You should be able to do either an invoice history by customer or by part number.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Packing slips and invoices should be able to show back orders

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  5. Balance Amt Column

    Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  6. Default Account for Customers/Suppliers

    When I make a sale to particular customer, the default sales account will be the one I select in contacts instead of coming it from the items. Because I could sale one item to several customers and I have different categories of revenues.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  7. IN SALES PERSONS SALE DETAILS REPORT NO SEPERATE PRODUCT SALES IS NOT SHOWN

    in bankingsite of zoho, overdraft bank account cannot be imported which makes my usage of zoho books incomplete.kindly rectify .pls..

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

  8. There Should be a Separate Field in Contacts Showing the Working Field/Sector of a Client.

    As per our policy we supply or serve a single client in a field/sector. eg we

    do advertisement and branding project for a shoe company, then we never work simultaneously for another shoe company.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  9. Use account number in the COA in Manual Entries!

    Use account number in the COA in Manual Entries!
    It makes postings easier. Just like in Sage or in QuickBooks.

    1 vote
    0 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?

  10. Create integrations for Books, and Inventory products in Sites

    Create integrations that allow inventory items from Books or Sites to be automatically included on your Sites Page

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  11. custom field in item not getting displayed in retail template

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

  12. No chequear disponibilidad de 220

    No chequear disponibilidad de 220

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

  13. I WANT TO CHEQUE PRINT FEATURES IN UR ZOHO BOOKS

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  14. add an option to type in the delivery address on a purchase order for us for shippers!

    We have customers with central purchasing departments so our customer is in one location but they want products delivered to any number of locations.

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  15. E-commerce websites should be linked with zoho books. So that sales comes under one rooof and gives ease to its users

    E-commerce websites like amazon, snapdeal and flipkart should be linked with zoho books.

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

  16. Classifying a CHARTS OF ACCOUNT for taxes

    Classifying a CHARTS OF ACCOUNT for taxes
    In our country if you sale something to a local customer you need to add 15% to the sales cost and charge that tax called GST form the buyer.

    When you spend money if you paid to a local seller he will also charge you GST.

    You then need to balance your GST expenses vs. your
    GST income and that would be your GST Debt or Return to the taxation authority.

    The strongest accounting software here is xero, because at the level of Chart of Account, you can determine one time if and…

    1 vote
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  17. Customer Wise Summary Report with detailed information as on invoice

    Their should be an option to customize SALES BY CUSTOMER REPORT for an individual customer and also customization available to select fileds to show in summary report

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  18. Single billing address but multiple shipping location

    Many companies, especially the larger ones, have a single billing address but require shipping to multiple locations. Would be great to have this

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  19. sales tax to Sales Invoice template on Zapier

    Your integration with Zapier allows creation of most fields for a Sales Invoice, but not the sales tax. Can you add this?

    1 vote
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  20. allow multiple email recipients in zoho books to be saved automatically.

    allow multiple email recipients in zoho books to be saved automatically. As it is now - you have to manually check multiple emails to receive the invoice

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