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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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6489 results found

  1. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  2. Convertion of Products

    Conversion Of Products
    Like Clubing multile Items to one or Multiple Items to Pack as Combo.
    At times, many vndors of mine supply and bill roducts in case/KGS, but when we supply to our customers we bill in Nos.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  3. Convertion of Products

    Conversion Of Products Like Clubbing multiple Items to one or Multiple Items to Pack as Combo. At times, many vendors of mine supply and bill products in Case/KGS, but when we supply to our customers we bill in Nos.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  4. Release restriction on Custom Field Type

    I have many custom fields however, I am limited to the number of each custom field. I need to be able to have more then 4 Drop downs for files. It would be nice to increase this number or allow a drop down to attach more than 1 file. I really JUST need that!

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  5. ERP Kind Idea

    I believe ZOHO is very smart software. But in reporting side, all the reports are such way that, zoho wants to promote ZOHO Analytics and hence don't provide proper reports. This is really unfair. I don't believe that such a smart software can not provide proper reports.
    You must upgrade for reporting because reporting is the only key to manage and understand business.
    In ZOHO Inventory, I have asked many many times for Category wise report but I am still waiting.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  6. payroll system per work for temporary employee

    payroll for employee like working on per meter wages or like per kilogram in brick manufacture

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  7. In zoho books :-duplicate customer and contact merging feature is not same as in zoho CRM

    even if i merge duplicate customer/contact in zoho CRM ..it is again get duplicated because in zoho books there are duplicate customers/contacts exists..and while syncing zoho crm & zoho books duplicated contacts are fetched into zoho crm ..then again in zoho crm there are duplicated records...and it keep on going...

    so pls solve this issue

    1 vote
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  8. POS , Zoho is very very late in introduce PSO

    from my two month experience zoho only suitable for item base sales business , its very poor to control manufacturing business

    1 vote
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  9. tax filing reminder

    Please allow reminder setup for tax dates. GST tax dates are so frequent that a small self-run business can find it difficult to track and remember.

    1 vote
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    0 comments  ·  Automation  ·  Admin →
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  10. Mark invoice as sent in bulk but it is not showing any option

    Mark invoice as sent in bulk but it is not showing any option.

    1 vote
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  11. We need be able to add costs into our inventory. So we buy a used machine, add our man hours into it and buy parts that are a

    We need to be able to add costs into our inventory. So we buy a used machine, add our man hours refurbishing it, and buy parts that are added to it. Maybe it's bought for $6,000 but we add $20,000 of parts and labor to it, all of which have to be associated with that machine and become part of COGS when it's sold. With Sage - our old accounting system- it was possible. Unfortunately we have no way to do this in Zoho Books.

    1 vote
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  12. 1 vote
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  13. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Remove Avalara restrictions on Discounts!!!!

    There is absolutely no reason that Avalara should be tied into, and therefore restricting, discounts!!!!! Taxes are only applied to item totals and order totals, so why do you have it involved whatsoever??

    1 vote
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  15. no need for logo in purchase bills

    logo needs to be on only invoices and not needed on bills and purchases

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  16. set up a flag or alert on invoice and or customer level

    Please provide a functionality to set up a flag or alert on invoice lever and or customer level that can be used to document special handling of an invoice and or customer as appropriate.
    For example: Customer A is will make a payment within 3 months for invoices in June and July, no follow up needed for the aged invoices.

    Or look out for new accounting POC email address as a result of merger.

    Such flag can be made active, changed to inactive, be deleted or updated.

    Also this flag should display on any action attempted on the customer and…

    1 vote
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  17. Multiple terms of payment

    30% payment for the invoice, the balance due will reduce accordingly and only the 70% balance will be displayed.

    Show the balance due of the date of the first terms.

    1 vote
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  18. Limit access to user to different banks accounts

    I'd like to reduce the access to certain accounts users have. It will provide more confidenciality to important information.

    1 vote
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  19. There should be some integration for payment which accepts international payment who has business account. Paypal is not accepting it.

    I tried mapping razropay and paypal account one,but both not accepting payment in USD for business accounts i would suggest to bring some integration platform who accepts it.

    1 vote
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    0 comments  ·  Online Payments  ·  Admin →
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  20. Zoho Books Calendar

    notify/remind accounts receivable
    notify/remind accounts payable
    integrate with budget
    integrate with email calendar

    1 vote
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