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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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6550 results found

  1. American Express Middle East

    Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  2. 1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  3. Make possible to change Amount receive at Retainer Invoices.

    Make possible to change Amount receive at Retainer Invoices.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. what happens to my data if don't renew? No viewing rights = No exit from zoho.

    what happens to my data if don't renew? No viewing rights or just excel export or print is not suffice. No exit from zoho without having full viewing rights online or offline. Legally i paid for the software and data for that year which i should be able to access forever.

    1 vote
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    1 comment  ·  Admin →
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  5. CUTOMIZED REFUND OTIONS

    I had faced this problem in my transaction. unknowingly i have sent money to vendor for three times intead of one time. the vendor also credited the excess payment in a single transaction. but the problem arise when i tried to categorize the same. it was not allowing me to split the refunded amount to categorize and we forced to do some manual entries.

    1 vote
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  6. 1 vote
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    0 comments  ·  Customers  ·  Admin →
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  7. I would like to see the Client as the first option in Log Time screen.

    If I have the Project name "support" for multiple clients I cannot tell the difference in the Log Time Screen. It would be helpful to select the client and then the project rather than starting with the project.

    1 vote
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  8. Allow merchant to decide to save customer payment information for future transactions

    Remove the check box asking the customer to allow this and enable the merchant to require this by default BUT let the customer know at the bottom of the payment form before submitting.

    1 vote
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  9. Project payments based on total costs not hours

    create a way to have project cost split into payments based on total project cost and agreed upon terms.

    1 vote
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  10. 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
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. 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
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    0 comments  ·  Transactions  ·  Admin →
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  12. 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
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  13. Multiple Currency option while creating items

    Multiple Currency option while creating items

    1 vote
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    1 comment  ·  Inventory  ·  Admin →
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  14. 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
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  15. 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
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  16. 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
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    0 comments  ·  Payments  ·  Admin →
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  17. 1 vote
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  18. 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
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    0 comments  ·  Online Payments  ·  Admin →
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  19. 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
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    1 comment  ·  Estimates  ·  Admin →
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  20. 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
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