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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.

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  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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6974 results found

  1. single Sales order for Multiple for Estimate

    need a single sales order against multiple Estimates.

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

  2. Dear Zoho Team what is the way for one payment recd in bank but divided to multiple branches in

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

  3. Please make it possible to tag tax exemptions and rates as inactive when there are transactions associated that make it impossible to delete

    Due to initial import issues, the drop down menu for sales tax exemptions and rates is lengthy and hard to navigate. I can't remove exemptions or rates with prior associated transactions. It would be helpful to hide them.

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

  4. Can you set up two "mercado pago" accounts in the same zoho books?

    Can you set up two "mercado pago" accounts in the same zoho books?

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

  5. we want to have different series of invoice numbers for different categories of client. how to do that in zoho?

    Different series of invoice numbers for different category of clients.
    example for small retailers 1,2 ,3 etc...
    for big insitutions A1, A2, A3 etc...
    for agents B1,B2, B3 etcc..
    is it possible to automate such numbering in zoho.

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

  6. Connection to Zoho Commerce & Zoho Books user portal

    Good morning, we have an online store at Zoho Commerce and we think it would be nice to unify the Zoho Books customer portal with Zoho Commerce. Right now we are seeing that the user data is not synchronized, we have problems accessing the Zoho Books portal with the access data of Zoho Commerce. These two access portals should be linked in order to better serve customers.

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

  7. Link Transfer Fund transactions to their corresponding transaction in the Transfer To account.

    When viewing Transfer Fund transactions in a Bank Account it would be nice to see the corresponding transaction in the other account. "Transfer to Another Account" transactions always involve a From account and a To account. To view both sides of the transfer, you have to back out of the From Account, navigate to the To Account and find the corresponding transaction. A simple hyperlink from a transfer transaction could take you directly to the corresponding entry in the other account.

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

  8. update the new TDS rates

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

  9. PACKING SLIP CUSTOMER COMPLETE ADDRESS DETAILS

    ADDRESS DETAILS OF CUSTOMER FOR PACKING

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

  10. Estimates report which excludes those that are converted to Sales Orders

    Estimates Report which excludes those that are converted to Sales Orders

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

  11. Drop down custom field: Editable, sortable.

    I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.

    I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.

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

  12. Is there a system of raising the PO from other state ( other GSTN) to the HO internally and that PO to be converted to Sales order by the HO

    Is there a system of raising the PO from other state ( other GSTN) to the HO internally and that PO to be converted to Sales order by the HO so that internal purchases can be done without manually having to create the SO or Invoice for the branch again thus saving time and human errors

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

  13. Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page

    Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page. In the case of ICICI, it lands in a common page & we are free to select any type of bank account like savings or current account. Please help.

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

  14. allow warehouses to be created in different states

    Warehouse creation in differnt state than the organistion is not allowed . In this case how can branches across differnt states be attolted warehouses ?

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

  15. After This Feature in CRM Branch option is not populating

    This Branch option should be populate in CRM Finance

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

  16. JOURNAL ENTRY TEMPLATE CUSTOMIZATION IS NOT CONSISTENT

    IT LET YOU CUSTOMIZE TABLE COLOR, TABLE FONT AND HEATHER CONTENT, BUT SUBTOTAL AND GRAND TOTALS, TAX ETC REMAIN WITH DETAULF FORMATING, VERY INCONSISTENT.

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

  17. I would like to be able to post negative time against a project in Zoho Project. So I can see what has been CR to the cust. in Projects.

    I have billed time in Zoho Timesheet and issued the customer an Invoice in Books. Customer disputes it, I issue a CR Note in Books, but I also want to be able to log a negative timesheet in Zoho Timesheet so that anyone can see what has been credited back. This would show a wash out from the orginal Zoho Timesheets so it's a balance entry. Entry in and then a entry out.

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

  18. provide the branches option without gst number

    provide the branches option without gst number

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

  19. provide an option to give the associate tags for TDS column

    provide an option to give the associate tags for TDS column

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

  20. see available stocks within a price list

    view and export an available stocks list that includes a specific price list? So basically, i want to view all items that are on hand with the current selling price and ALSO the wholesale price on one spreadsheet. Wholesale price is in Price Lists.

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