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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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7020 results found

  1. Ability to markup an expense on the Record Expense tab.

    Much easier and quicker than having to go through the price list option.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
  2. Allow for Bulk Tax imports or other Tax integrations

    The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.

    1 vote
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?
  3. To Edit items while making an estimate.

    A great place to add the item edit button would be in the new ! icon that we have to see the product cost. With all of the changing prices with Tariffs and stuff there is a lot more fluctuation than normal on having to change the item price.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  4. Multiple Currency option while creating items

    Multiple Currency option while creating items

    1 vote
    1 comment  ·  Inventory  ·  Admin →
    How important is this to you?
  5. Production Planning

    Can we have a module where we can release work orders for production planning and allocation of production on our machines

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  6. sorting options for catagorizing charges

    I think it would help to have sorting options besides date for sorting bank and CC card charges, especially helpful for setting up the account

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  7. Payment Bill or Invoice with different cash or bank currency

    For example you create invoice or bill with your base currency (USD) but vendors or customers pay in EUR or other currency in your bank acc or cash, and you choose payment and exchange rate currency for payment those bills or invoices

    1 vote
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  8. 1 vote
    0 comments  ·  Admin →
    How important is this to you?
  9. Authorize.Net Emulator or API Configuration

    Several Merchant Service Companies in the US have their own Credit Card API's or use an Authorize.net Emulator. Having the ability to change the Post URL would be amazing!!

    1 vote
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?
  10. Allow multiple estimates to be converted into a single invoice.

    When I have a number of estimates it is annoying for the client to send several different invoices and annoying for me to have to copy and paste the info into one invoice. Can you make it so the estimates become items in a single invoice?

    1 vote
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?
  11. Addition of units measurements for payments in projects and keeping a track

    In the project section, can payment terms not be in units of Kgs of job done, as some contracts might be paid in kgs of items prepared for the client. it could spill over to estimates too.

    1 vote
    How important is this to you?
  12. Please create Mileage calculator using a map for mileage reimbursement.

    Tracking mileage to be reimbursed when not using a company car.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
  13. Deletion of Items associated with Zoho Checkout Payment Pages

    Please, solve the problem that the payment pages created in Zoho Checkout cannot be deleted just like Items in Zoho Books associated with them.
    At the moment one can only mark the payment pages as inactive in Zoho Checkout, and after that also mark the items as inactive in Zoho Books.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  14. Template Package: why not more templates and more customization?

    My request is to have more Package templates, with the same styles of other documents (Quote, Invoice, etc.) and have the same possibilities of customization of them.
    At moment there's just one template and with just few editables fields.

    Many customers ask to us this feature,

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  15. There is a need to change the font type in the section Retainer Invoice -> Bank details

    There is a need to change the font type in the section Retainer Invoice -> Bank details

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  16. Generate a pop up alert when a customer is chosen when creating an invoice or quote

    It would be helpful if a pop up alert is generated when a customer is chosen when creating an invoice or quote. For example if customer is no longer able to purchase due to a bad debt or past due account.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  17. Modo de llevar presupuesto de gastos vs gastos reales

    Modo de llevar presupuesto de gastos vs gastos reales

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  18. Number range

    We need our own number range for the delivery note.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  19. One Inventory for multiple Books

    Currently only one book can be synchronized with an inventory. We want to connect one Inventory with multiple Books licenses.

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  20. Enable multiple currencies for CONTACTS

    We are a fashion retail business and our customers can shop different sales channels. We can only attribute 1 currency to 1 customer so when a client wants to pay in different currencies we have to create a new contact for them. Please allow customers to pay in multiple currencies under 1 CONTACT

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