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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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6629 results found

  1. Online Indicator for Users

    As an admin sometimes i need an online indicator for users and login history and idle time, it's something like facebook chat indicator on the right to know who's online and when is the last time they logged in... it's needed.

    6 votes
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    1 comment  ·  Users & Roles  ·  Admin →
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  2. All Customer and Vendor Statement print from single button only

    Our CA asks all the transactions (Statements)Customer wise and Vendor Wise. It is not possible to open each contact and print or download the statement. there should be a single button from where we can print or download statement of all the contact of a specified period.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  3. Credit Limit - Bureau Account Integrations

    Now that the Customer Client Limits feature is available our workflows need a way for our Accounting team to make credit limit decisions. Other platforms integrate with credit bureau accounts to run credit reports. Even just one bureau would help streamline things and remove a double entry of data. Simplifies business processes and reduces the manual entry. Similar to the Checkr integration in Zoho Recruit it would be a function you can run inside Zoho Books that would then tie the report to the customer account. The data from the report could then be used to make a credit limit…

    6 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  4. Customer wise item name

    There should be an option where part code of customer could be printed along with the item name and description. For example, item name QQQ from our company could be billed as KKK to customer X and the same item could be billed as HHH to customer Y.

    6 votes
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    1 comment  ·  Items  ·  Admin →
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  5. integrate wepay for ach

    WePay offers us ACH abilities, but Zoho does not integrate. When might this be available?

    6 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  6. When a delivery note is printed note it in comments & history

    When a delivery note is printed note it in comments & history

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Add customer mobile number to aging summary list / display

    Practical way of payment follow up is to print the overdue outstanding list and follow up with customer or to download to excel sheet and following up in their own ways. While doing so, we have to go through an big exercise of picking up the customers mobile or contact number from the contact list, instead if Zoho could able to link the mobile number of the customer while excel download or on the display if could be more useful and simplified while payment follow up.

    6 votes
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  8. can you provide generation of barcode for item listed in zoho books or inventory. now a days barcode is compulsory.

    can you provide generation of barcode for item listed in zoho books or inventory. now a days barcode is compulsory and at the time of sale of any item barcode of particular item is necessary. so please add this feature in inventory

    6 votes
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    0 comments  ·  Items  ·  Admin →
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  9. Customer statement in french

    Is it possible to have a customer statement in french? I have my template in english but trying to add a french template but was not able to do so.

    6 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. QR Code contains Invoice verification URL. QR Code also contains Internal data and digital signature used for invoice verification. Invoice

    QR Code contains Invoice verification URL. QR Code also contains
    Internal data and digital signature used for invoice verification.
    Invoice is verifiable by customer immediately after fiscalization.
    In case invoice/receipt is delivered as an electronic document (email), QR
    Code shall be substituted with Invoice verification URL in (clickable)
    hyperlink format.
    NOTE: This is just a sample QR code image, not an actual URL

    6 votes
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    0 comments  ·  Admin →
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  11. Configure multi-level approval with specific approvers for Sales Approval.

    It will help people to create a checker in between maker and approver of the transaction for Sales. which help to avoid errors while recording the transaction.

    6 votes
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    0 comments  ·  Transactions  ·  Admin →
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  12. Ability to Create Purchase Order from a Quote and/or invoice!

    Hi, when will we have this? I think this is 6th or 7th time I have requested this. And i see ALL kinds of other users requesting it.

    And again -- we DO NOT use SO's nor do our customers.

    6 votes
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    1 comment  ·  Purchase Order  ·  Admin →
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  13. add option to export invoice by xml format

    Please add the option to export invoices by xml format or to be able to create xml format from invoices.

    6 votes
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    3 comments  ·  Invoices  ·  Admin →
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  14. Give the option to round off the sales tax liability

    When we report sales tax with our state, the state has us round off all of our numbers. Such as Gross Sales = $45,650.13 would become $45,650.00. Our Exempt Sales = $9,235.55 would become $9,236.00.

    When we apply a tax payment in ZOHO, we always have to apply an adjustment for the rounding difference.

    Having the option to run the liability report rounded or not would be appreciated.

    6 votes
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    0 comments  ·  Admin →
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  15. BULK UPDATE Sales Order Status

    Allow us to update the status of Sales Order by multi-selecting the Sales Order and then use Bulk Update feature

    6 votes
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    0 comments  ·  Inventory  ·  Admin →
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  16. Xero

    Full ZohoBooks and Xero integration. I have to use Zapier at the moment. This is silly as the Discounts don't pull through, so we overstate revenue in Xero

    6 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  17. comparison for custom dates on profit loss

    we want to be able to define custom dates, then compare those dates to previous year. as the system is now, you can only compare to previous years or periods when using the last month, last year, last quarter, year to date options.

    6 votes
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    0 comments  ·  Reports  ·  Admin →
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  18. Create Customer Groups with the ability to restrict item categories by customer group.

    Create the ability to restrict items that can be sold to a Group of customers. Ex. not be able to sell wholesale items to retail customers.

    Also, it would be helpful to restrict items by user roles. There are items we don't want some employees to see or be able to accidentally add to sales orders.

    6 votes
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    0 comments  ·  Items  ·  Admin →
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  19. Allow us to save custom reports

    Zoho Books currently allows us to save custom views but we cannot save custom reports. That means we either have to re-build the report we want each time we want to run it or create the report in Zoho Analytics. We don't mind creating it in Analytics but our bookkeeper needs access to this report and that would mean we need to set her up with access to Zoho Analytics which is a lot of extra work for just one report.

    6 votes
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    1 comment  ·  Reports  ·  Admin →
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  20. Task Notifications

    Please let users know when a task has been modified or created.

    6 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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