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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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  2. MLM software development company in Michigan | MLM Software

    MLM (Multi-Level Marketing) software development companies in Michigan specialize in creating tools that support network marketing businesses. These solutions help manage sales, commissions, and downline tracking, facilitating seamless operations and growth for MLM enterprises. https://www.mlmsoftwarecompany.in/mlm-software-company-Michigan/

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  3. MLM software company in Canada

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  4. MLM software company in Manchester | MLM Software in Manchester

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  5. MLM software company in London | MLM Software Company

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  6. MLM software company in London | MLM Software Company

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  7. MLM software in North Carolina | MLM software development company in North Carolina | MLM software developers in North Carolina

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  8. MLM software in North Carolina | MLM software development company in North Carolina | MLM software developers in North Carolina

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  9. MLM software developers in Iowa

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  10. MLM software developers in Iowa

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  11. Automatic Submission of EC Sales Lists

    It is required by HMRC to submit EC Sales Lists. Zoho Books can generate the list but is not able to submit it to HMRC as many other Accounting packages such as Sage 50 can do.

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  12. 0 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  13. Card Number on the Account

    I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.

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  14. Choose which projects can be seen in the portal.

    Ticking the show projects in the portal will display all projects held for the client. I only want to share time billing projects not fixed cost projects.

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  15. Margin reports for individual sales person and individual invoice

    Please consider adding a report where we have overview of sales person margin, also the margin report on each individual invoice

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    0 comments  ·  Reports  ·  Admin →
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  16. Json cml

    Hi. In Croatia we are obligated to send transactions to IRS servers using xml json and security kry, and get responses from goverment servers with security code. Can books api do this.

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  17. Create bulk allocation of bank transactions in CSV import file

    Would be a great feature if we could already specify the General Ledger account name in the import sheet CSV file and then not having to manually categorise in Zoho.

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  18. Email a supplier invoice straight to Books for processing

    sometimes supplier invoices are received by a named usr instead of being sent to a generic accounts payable address.
    It would be good if the user could forward them by email to a queue in Books ready for coding

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Overwrite 1 penny and up to a 1$

    Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.

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    0 comments  ·  Banking  ·  Admin →
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  20. When automatically creating transaction rule, allow selection of "any" or "all" criteria

    When you categorize a transaction, and Zoho asks if you would like to make it a rule, you are not allowed to select whether your criteria are "all" or "any". The default is to create "any". This means that for my fuel expenses, where I set the criteria to "> 20" and includes "gas station", that ALL future transactions that are over $20 are auto categorized by that rule. I have to go into "Manage Transaction Rules" and select "all" before I continue working in my bank transactions.

    Thanks
    Sean Garland

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